Latest Institutional Transactions on Industrial Sector Spdr (XLI)
This table provides information on the latest institutional transactions involving Industrial Sector Spdr (XLI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$1.4M - $1.53M
|
10.6K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
260+ 16.25% |
$34.3K - $37.4K
|
1.86K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
401+ 7.63% |
$52.8K - $57.7K
|
5.66K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.39K+ 123.84% |
$183K - $200K
|
2.51K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-72- 0.68% |
$9.49K - $10.4K
|
10.5K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 17.04% |
$187K - $204K
|
9.76K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
760+ 9.74% |
$100K - $109K
|
8.56K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.43% |
$3.29K - $3.6K
|
5.77K
$791K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.21KNew |
$292K - $319K
|
2.21K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.44KNew |
$321K - $351K
|
2.44K
$334K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-369- 2.46% |
$48.6K - $53.1K
|
14.6K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
516+ 1.4% |
$68K - $74.3K
|
37.3K
$5.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-376- 2.83% |
$49.5K - $54.1K
|
12.9K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-62- 46.62% |
$8.17K - $8.93K
|
71
$9.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-7.02K- 43.24% |
$925K - $1.01M
|
9.22K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 2.72% |
$6.59K - $7.2K
|
1.79K
$245K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.08K+ 1.93% |
$538K - $588K
|
216K
$29.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-97.1K- 4.87% |
$12.8M - $14M
|
1.89M
$260M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
412+ 0.5% |
$54.3K - $59.3K
|
83.2K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
17.2K+ 26.04% |
$2.26M - $2.47M
|
83.1K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
81+ 5.07% |
$10.7K - $11.7K
|
1.68K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.94K+ 105.57% |
$914K - $999K
|
13.5K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-477- 1.97% |
$62.8K - $68.7K
|
23.7K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.6KNew |
$1.79M - $1.96M
|
13.6K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-291- 14.28% |
$38.3K - $41.9K
|
1.75K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-452- 6.91% |
$59.6K - $65.1K
|
6.09K
$835K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.82K- 16.36% |
$636K - $695K
|
24.7K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-8- 0.25% |
$1.05K - $1.15K
|
3.16K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.83K+ 24.22% |
$1.03M - $1.13M
|
40.2K
$5.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.63K+ 29.19% |
$346K - $379K
|
11.6K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-158K- 79.8% |
$20.8M - $22.7M
|
40K
$5.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-35- 0.03% |
$4.61K - $5.04K
|
123K
$16.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.41% |
$132 - $144
|
247
$33.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-61- 1.12% |
$8.04K - $8.78K
|
5.37K
$735K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.47K- 12.11% |
$193K - $211K
|
10.6K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
543New |
$71.5K - $78.2K
|
543
$74.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
18+ 0.94% |
$2.37K - $2.59K
|
1.93K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3.07K+ 8.08% |
$404K - $442K
|
41K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-751- 13.56% |
$99K - $108K
|
4.79K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-62- 0.66% |
$8.17K - $8.93K
|
9.3K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32.1KNew |
$4.23M - $4.62M
|
32.1K
$4.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-164- 8.2% |
$21.6K - $23.6K
|
1.84K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
2.26K+ 4.69% |
$298K - $326K
|
50.6K
$6.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-524- 0.41% |
$69K - $75.5K
|
127K
$17.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.14K- 2.67% |
$150K - $164K
|
41.3K
$5.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-40.7K- 77.55% |
$5.36M - $5.86M
|
11.8K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-24- 0.4% |
$3.16K - $3.46K
|
6.02K
$825K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-127K- 93.46% |
$16.8M - $18.3M
|
8.91K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.17K- 11.26% |
$154K - $169K
|
9.23K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22.6K- 35.03% |
$2.98M - $3.26M
|
42K
$5.75M
|