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 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-176- 7.52% |
$22.7K - $24.9K
|
2.17K
$282K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.93KNew |
$763K - $840K
|
5.93K
$771K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.22K- 15.61% |
$157K - $172K
|
6.58K
$856K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 113000.0% |
$146K - $160K
|
1.13K
$147K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-444- 0.41% |
$57.2K - $62.9K
|
107K
$13.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
378+ 88.52% |
$48.7K - $53.6K
|
805
$105K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
400+ 14.79% |
$51.5K - $56.7K
|
3.11K
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-568- 4.41% |
$73.1K - $80.5K
|
12.3K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.1K- 26.96% |
$1.94M - $2.13M
|
40.8K
$5.31M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35- 8.56% |
$4.51K - $4.96K
|
374
$48.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-92.4K- 70.49% |
$11.9M - $13.1M
|
38.7K
$5.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
88+ 35.63% |
$11.3K - $12.5K
|
335
$43.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.03K- 2.01% |
$133K - $146K
|
50.1K
$6.52M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-188K- 54.3% |
$24.3M - $26.7M
|
159K
$20.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-13.9K- 39.53% |
$1.79M - $1.97M
|
21.3K
$2.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.1K+ 62.71% |
$142K - $156K
|
2.85K
$371K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-363- 2.96% |
$46.7K - $51.4K
|
11.9K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.13K+ 60.54% |
$274K - $301K
|
5.64K
$734K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.68% |
$1.8K - $1.98K
|
2.07K
$269K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.54% |
$129 - $142
|
187
$24.3K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
141+ 6.91% |
$18.2K - $20K
|
2.18K
$284K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-433- 1.47% |
$55.8K - $61.3K
|
29K
$3.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.46K- 40.63% |
$188K - $206K
|
2.13K
$277K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.11K- 38.38% |
$271K - $298K
|
3.38K
$440K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
62.3K+ 13007.1% |
$8.02M - $8.83M
|
62.8K
$8.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-36- 9.18% |
$4.64K - $5.1K
|
356
$46.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 43.48% |
$25.8K - $28.3K
|
260
$33.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 0.33% |
$5.15K - $5.67K
|
12K
$1.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.04K- 25.46% |
$134K - $148K
|
3.05K
$397K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
79+ 0.21% |
$10.2K - $11.2K
|
37.5K
$4.89M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
15+ 0.09% |
$1.93K - $2.13K
|
17.6K
$2.3M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
279+ 18.34% |
$35.9K - $39.5K
|
1.8K
$234K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
118+ 5.14% |
$15.2K - $16.7K
|
2.41K
$314K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$901 - $992
|
7
$911
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-680- 3.44% |
$87.6K - $96.3K
|
19.1K
$2.49M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-41- 23.56% |
$5.28K - $5.81K
|
133
$17.3K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
400New |
$52.7K - $57.6K
|
400
$52.1K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
121+ 28.47% |
$15.9K - $17.4K
|
546
$71.1K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.87KNew |
$1.3M - $1.42M
|
9.87K
$1.28M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-310- 0.95% |
$40.8K - $44.6K
|
32.3K
$4.2M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.98KNew |
$261K - $285K
|
1.98K
$258K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.88K+ 46.72% |
$511K - $559K
|
12.2K
$1.59M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21+ 1.23% |
$2.77K - $3.02K
|
1.72K
$224K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
261New |
$34.4K - $37.6K
|
261
$34K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
15.3KNew |
$2.02M - $2.21M
|
15.3K
$1.99M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-368- 2.2% |
$48.5K - $53K
|
16.3K
$2.13M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
185+ 8.49% |
$24.4K - $26.6K
|
2.37K
$308K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.3K+ 14.32% |
$1.36M - $1.49M
|
82.4K
$10.7M
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-425- 1.14% |
$56K - $61.2K
|
36.7K
$4.78M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.65KNew |
$217K - $237K
|
1.65K
$214K
|
|