Worth Financial Advisory Group, LLC Industrial Sector Spdr Transaction History

Worth Financial Advisory Group, LLC

$178 Billion
Q3 2025

A detailed history of Worth Financial Advisory Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,091 shares of XLI stock, worth $773,882. This represents 0.44% of its overall portfolio holdings.

Number of Shares

5,091

Previous 5,142 0.99%

Holding current value

$773,882

Previous $758 Million 3.51%

% of portfolio

0.44%

Previous 0.47%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$147.94 - $154.99 $7,544 - $7,904	-51 Reduced 0.99%	5,091 $785 Million
Q2 2025 Jul 16, 2025	SELL	$116.42 - $147.52 $17,346 - $21,980	-149 Reduced 2.82%	5,142 $758 Million
Q1 2025 Apr 21, 2025	BUY	$128.78 - $141.67 $6,825 - $7,508	53 Added 1.01%	5,291 $693 Million
Q4 2024 Feb 11, 2025	SELL	$131.76 - $143.99 $33,071 - $36,141	-251 Reduced 4.57%	5,238 $690 Million
Q3 2024 Oct 24, 2024	BUY	$120.56 - $135.44 $9,524 - $10,699	79 Added 1.46%	5,489 $743 Million

Q2 2024 Jul 26, 2024	SELL	$120.47 - $125.94 $4,818 - $5,037	-40 Reduced 0.73%	5,410 $659 Million
Q1 2024 Apr 30, 2024	SELL	$110.23 - $125.96 $15,652 - $17,886	-142 Reduced 2.54%	5,450 $686 Million
Q4 2023 Jan 19, 2024	SELL	$96.44 - $114.13 $964 - $1,141	-10 Reduced 0.18%	5,592 $637 Million
Q3 2023 Oct 13, 2023	BUY	$100.74 - $110.75 $19,039 - $20,931	189 Added 3.49%	5,602 $568 Million
Q2 2023 Jul 28, 2023	SELL	$96.85 - $107.32 $52,686 - $58,382	-544 Reduced 9.13%	5,413 $581 Million
Q1 2023 Apr 19, 2023	BUY	$96.51 - $103.67 $50,957 - $54,737	528 Added 9.73%	5,957 $603 Million
Q4 2022 Feb 13, 2023	BUY	$84.74 - $102.33 $460,053 - $555,549	5,429 New	5,429 $533 Million

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

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Account

Worth Financial Advisory Group, LLC Industrial Sector Spdr Transaction History