Shepherd Wealth Management LTD Liability CO Industrial Sector Spdr Transaction History

Shepherd Wealth Management LTD Liability CO

  • $150 Billion
  • Q3 2025

A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Industrial Sector Spdr stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 6,296 shares of XLI stock, worth $957,054. This represents 0.64% of its overall portfolio holdings.

Number of Shares
6,296
Previous 19,211 67.23%
Holding current value
$957,054
Previous $2.52 Billion 61.58%
% of portfolio
0.64%
Previous 2.59%

Shares

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

Nov 05, 2025
SELL
$147.94 - $154.99 $1.91 Million - $2 Million
-12,915 Reduced 67.23%
6,296 $968 Million
Q1 2025

May 12, 2025
SELL
$128.78 - $141.67 $995,598 - $1.1 Million
-7,731 Reduced 28.69%
19,211 $2.52 Billion
Q4 2024

Feb 07, 2025
BUY
$131.76 - $143.99 $3.55 Million - $3.88 Million
26,942 New
26,942 $3.55 Billion

Others Institutions Holding XLI

# of Institutions
1,655
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
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