Wespac Advisors So Cal, LLC Industrial Sector Spdr Transaction History

Wespac Advisors So Cal, LLC

  • $480 Million
  • Q4 2025

A detailed history of Wespac Advisors So Cal, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 1,651 shares of XLI stock, worth $250,968. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,651
Previous 2,497 33.88%
Holding current value
$250,968
Previous $385,000 35.06%
% of portfolio
0.05%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$149.9 - $155.79 $126,815 - $131,798
-846 Reduced 33.88%
1,651 $250,000
Q3 2025

Oct 22, 2025
SELL
$147.94 - $154.99 $32,102 - $33,632
-217 Reduced 8.0%
2,497 $385,000
Q2 2025

Jul 30, 2025
SELL
$116.42 - $147.52 $45,869 - $58,122
-394 Reduced 12.68%
2,714 $400,000
Q1 2025

May 06, 2025
SELL
$128.78 - $141.67 $820,328 - $902,437
-6,370 Reduced 67.21%
3,108 $407,000
Q4 2024

Jan 24, 2025
SELL
$131.76 - $143.99 $9.14 Million - $9.99 Million
-69,396 Reduced 87.98%
9,478 $1.25 Million
Q3 2024

Nov 06, 2024
BUY
$120.56 - $135.44 $187,229 - $210,338
1,553 Added 2.01%
78,874 $10.7 Million
Q2 2024

Jul 23, 2024
SELL
$120.47 - $125.94 $98,303 - $102,767
-816 Reduced 1.04%
77,321 $9.42 Million
Q1 2024

Apr 18, 2024
BUY
$110.23 - $125.96 $176,478 - $201,661
1,601 Added 2.09%
78,137 $9.84 Million
Q4 2023

Jan 25, 2024
BUY
$96.44 - $114.13 $7.38 Million - $8.74 Million
76,536 New
76,536 $8.72 Million

Others Institutions Holding XLI

# of Institutions
1,656
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
Track This Portfolio

Track Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email