A detailed history of Sequent Planning LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Sequent Planning LLC holds 1,874 shares of XLI stock, worth $249,729. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,874
Previous 1,737 7.89%
Holding current value
$249,729
Previous $209 Million 21.24%
% of portfolio
0.09%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$120.56 - $135.44 $16,516 - $18,555
137 Added 7.89%
1,874 $254 Million
Q2 2024

Aug 12, 2024

SELL
$120.47 - $125.94 $1,807 - $1,889
-15 Reduced 0.86%
1,737 $209 Million
Q1 2024

May 14, 2024

BUY
$110.23 - $125.96 $193,122 - $220,681
1,752 New
1,752 $221 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning 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 Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.