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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.39K- 5.24% |
$307K - $338K
|
43.1K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.94K+ 2.39% |
$249K - $274K
|
82.9K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-31.5K- 68.68% |
$4.06M - $4.46M
|
14.4K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
537+ 3.72% |
$69.2K - $76.1K
|
15K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.59K- 6.75% |
$204K - $225K
|
21.9K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
16.1K+ 11.05% |
$2.07M - $2.27M
|
161K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
280+ 15.88% |
$36.1K - $39.7K
|
2.04K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.42K+ 179.58% |
$441K - $485K
|
5.33K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
86.2KNew |
$11.1M - $12.2M
|
86.2K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.32K- 16.71% |
$170K - $187K
|
6.59K
$859K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-107- 0.8% |
$13.8K - $15.2K
|
13.3K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
94+ 2.25% |
$12.1K - $13.3K
|
4.28K
$557K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 0.07% |
$3.86K - $4.25K
|
43.3K
$5.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.72% |
$2.06K - $2.27K
|
2.24K
$291K
|
|
|
Apr 30, 2025
Q1 2025
|
Trium Capital LLP
London, X0 |
BUY
|
PUT |
174KNew |
$22.3M - $24.6M
|
174K
$22.6M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.29K- 25.47% |
$166K - $183K
|
3.77K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41+ 0.29% |
$5.28K - $5.81K
|
14.1K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.72KNew |
$221K - $243K
|
1.72K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.15K+ 3.79% |
$405K - $446K
|
86.2K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
8+ 0.32% |
$1.03K - $1.13K
|
2.49K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.64K- 9.25% |
$468K - $515K
|
35.7K
$4.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.16K+ 10.33% |
$149K - $164K
|
12.4K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
12.6K+ 13.34% |
$1.63M - $1.79M
|
107K
$14M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58- 55.77% |
$7.47K - $8.22K
|
46
$5.99K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-31- -0.0% |
$3.99K - $4.39K
|
622K
$81M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
176+ 5.94% |
$22.7K - $24.9K
|
3.14K
$409K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 25.82% |
$1.38M - $1.52M
|
52.4K
$6.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-32- 0.08% |
$4.12K - $4.53K
|
41.3K
$5.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
652+ 113.59% |
$84K - $92.4K
|
1.23K
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
18.6K+ 164.05% |
$2.4M - $2.64M
|
30K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
97+ 7.64% |
$12.5K - $13.7K
|
1.37K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.77K+ 20.09% |
$228K - $251K
|
10.6K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 0.56% |
$3.09K - $3.4K
|
4.3K
$560K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-41.5K- 11.99% |
$5.35M - $5.89M
|
305K
$39.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 66.14% |
$194K - $214K
|
3.79K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42K+ 3.95% |
$183K - $201K
|
37.3K
$4.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
35+ 0.2% |
$4.51K - $4.96K
|
17.9K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
14.7KNew |
$1.89M - $2.08M
|
14.7K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
221+ 3.08% |
$28.5K - $31.3K
|
7.4K
$964K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
987+ 36.0% |
$127K - $140K
|
3.73K
$486K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
172+ 3.16% |
$22.2K - $24.4K
|
5.62K
$732K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.79K- 19.09% |
$359K - $395K
|
11.8K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.94K+ 3.8% |
$250K - $275K
|
53.1K
$6.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-649- 8.1% |
$83.6K - $91.9K
|
7.36K
$959K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
16.2K+ 192.1% |
$2.09M - $2.3M
|
24.7K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
657New |
$84.6K - $93.1K
|
657
$85.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 0.39% |
$2.19K - $2.41K
|
4.36K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
736K+ 60.32% |
$94.8M - $104M
|
1.96M
$255M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 2.22% |
$6.44K - $7.08K
|
2.2K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
108+ 2.77% |
$13.9K - $15.3K
|
4K
$522K
|