Wealth Plan Investment Management, LLC Industrial Sector Spdr Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,066 shares of XLI stock, worth $314,052. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,066
Previous 2,280 9.39%
Holding current value
$314,052
Previous $336,000 5.36%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 27, 2025
SELL
$147.94 - $154.99 $31,659 - $33,167
-214 Reduced 9.39%
2,066 $318,000
Q2 2025

Jul 28, 2025
BUY
$116.42 - $147.52 $265,437 - $336,345
2,280 New
2,280 $336,000

Others Institutions Holding XLI

# of Institutions
1,657
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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