Spartan Planning & Wealth Management Industrial Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $106 Million
  • Q4 2024

A detailed history of Spartan Planning & Wealth Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 2,234 shares of XLI stock, worth $309,654. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,234
Previous 681 228.05%
Holding current value
$309,654
Previous $77,000 281.82%
% of portfolio
0.28%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$131.76 - $143.99 $204,623 - $223,616
1,553 Added 228.05%
2,234 $294,000
Q4 2023

Mar 12, 2024
BUY
$96.44 - $114.13 $35,489 - $41,999
368 Added 117.57%
681 $77,000
Q3 2023

Nov 17, 2023
BUY
$100.74 - $110.75 $31,531 - $34,664
313 New
313 $31,000

Others Institutions Holding XLI

# of Institutions
1,497
Shares Held
135M
Call Options Held
23M
Put Options Held
34.4M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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