Lifeworks Advisors, LLC Industrial Sector Spdr Transaction History

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 1,782 shares of XLI stock, worth $270,881. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,782
Previous 1,821 2.14%
Holding current value
$270,881
Previous $268,000 2.24%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$147.94 - $154.99 $5,769 - $6,044
-39 Reduced 2.14%
1,782 $274,000
Q2 2025

Aug 04, 2025
SELL
$116.42 - $147.52 $7,916 - $10,031
-68 Reduced 3.6%
1,821 $268,000
Q1 2025

May 06, 2025
BUY
$128.78 - $141.67 $26,657 - $29,325
207 Added 12.31%
1,889 $247,000
Q4 2024

Feb 07, 2025
SELL
$131.76 - $143.99 $4,611 - $5,039
-35 Reduced 2.04%
1,682 $221,000
Q3 2024

Nov 06, 2024
BUY
$120.56 - $135.44 $4,219 - $4,740
35 Added 2.08%
1,717 $232,000
Q2 2024

Aug 13, 2024
BUY
$120.47 - $125.94 $202,630 - $211,831
1,682 New
1,682 $204,000

Others Institutions Holding XLI

# of Institutions
1,656
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email