Purchases and Sales Made in Q2 2025 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 2025. The information is specifically focused on institutions that hold shares of INDUSTRIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
168K+ 4185.8% |
$19.6M - $24.8M
|
172K
$26.7M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
139KNew |
$16.2M - $20.5M
|
139K
$21.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
117K+ 280.39% |
$13.6M - $17.3M
|
159K
$24.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
105KNew |
$12.2M - $15.4M
|
105K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
89.3KNew |
$10.4M - $13.2M
|
89.3K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84.6K+ 137.61% |
$9.85M - $12.5M
|
146K
$22.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
42.7K+ 140.19% |
$4.98M - $6.31M
|
73.2K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
42.5K+ 21.76% |
$4.95M - $6.27M
|
238K
$36.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
41.1KNew |
$4.79M - $6.07M
|
41.1K
$6.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
35.5KNew |
$4.13M - $5.23M
|
35.5K
$5.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
30.4KNew |
$3.54M - $4.48M
|
30.4K
$4.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
29.6KNew |
$3.45M - $4.37M
|
29.6K
$4.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
29.4K+ 36.31% |
$3.42M - $4.33M
|
110K
$17.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
23.2KNew |
$2.7M - $3.42M
|
23.2K
$3.6M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
23.2KNew |
$2.7M - $3.42M
|
23.2K
$3.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.6K+ 5.1% |
$1.81M - $2.29M
|
321K
$49.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
14.5KNew |
$1.68M - $2.13M
|
14.5K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
13.6KNew |
$1.59M - $2.01M
|
13.6K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.4K+ 460.19% |
$1.56M - $1.97M
|
16.3K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13K+ 47.38% |
$1.52M - $1.92M
|
40.5K
$6.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
11.2K+ 279.27% |
$1.3M - $1.65M
|
15.2K
$2.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
9.61KNew |
$1.12M - $1.42M
|
9.61K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.19KNew |
$1.07M - $1.36M
|
9.19K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.38K+ 27.21% |
$626K - $793K
|
25.1K
$3.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.57K+ 1.91% |
$532K - $674K
|
244K
$37.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.43K+ 0.62% |
$516K - $653K
|
717K
$111M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.25K+ 5.72% |
$495K - $627K
|
78.6K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.01K+ 258.39% |
$466K - $591K
|
5.56K
$861K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.96KNew |
$461K - $584K
|
3.96K
$614K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.9K+ 11.24% |
$454K - $575K
|
38.6K
$5.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.86K+ 154.53% |
$449K - $569K
|
6.35K
$985K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.8K+ 3.57% |
$442K - $560K
|
110K
$17.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
3.7K+ 10.14% |
$431K - $546K
|
40.2K
$6.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3.5K+ 1103.47% |
$407K - $516K
|
3.82K
$591K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.26K+ 1.81% |
$379K - $481K
|
183K
$28.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.2K+ 9.15% |
$373K - $473K
|
38.2K
$5.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.93KNew |
$341K - $432K
|
2.93K
$454K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.91K+ 1.39% |
$339K - $430K
|
212K
$32.9M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.89K+ 160.44% |
$336K - $426K
|
4.69K
$727K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.85KNew |
$331K - $420K
|
2.85K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.82KNew |
$328K - $415K
|
2.82K
$436K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.68KNew |
$311K - $395K
|
2.68K
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.65K+ 7.19% |
$309K - $391K
|
39.5K
$6.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.39KNew |
$278K - $352K
|
2.39K
$370K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$264K - $335K
|
2.27K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.27KNew |
$264K - $334K
|
2.27K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.19K+ 13.87% |
$254K - $322K
|
17.9K
$2.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.18K+ 51.9% |
$254K - $322K
|
6.38K
$989K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.11KNew |
$246K - $312K
|
2.11K
$327K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.09K+ 59.05% |
$243K - $308K
|
5.63K
$873K
|