A detailed history of N.E.W. Advisory Services LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 2,140 shares of XLI stock, worth $325,301. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,140
Previous 1,703 25.66%
Holding current value
$325,301
Previous $251,000 31.47%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 27, 2025

BUY
$147.94 - $154.99 $64,649 - $67,730
437 Added 25.66%
2,140 $330,000
Q2 2025

Aug 18, 2025

SELL
$116.42 - $147.52 $89,177 - $113,000
-766 Reduced 31.02%
1,703 $251,000
Q1 2025

May 07, 2025

BUY
$128.78 - $141.67 $120,280 - $132,319
934 Added 60.85%
2,469 $323,000
Q4 2024

Jan 23, 2025

BUY
$131.76 - $143.99 $202,251 - $221,024
1,535 New
1,535 $202,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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