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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.13K+ 26.43% |
$131K - $167K
|
5.4K
$819K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.48KNew |
$172K - $218K
|
1.48K
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.34K+ 1.44% |
$272K - $345K
|
165K
$24.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.09K+ 7.65% |
$942K - $1.19M
|
114K
$17.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29K+ 6.36% |
$3.38M - $4.28M
|
486K
$73.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.8K+ 19.15% |
$7.78M - $9.86M
|
416K
$63M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
75KNew |
$8.73M - $11.1M
|
75K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.81K+ 7.56% |
$1.03M - $1.3M
|
125K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.81K+ 62.57% |
$327K - $415K
|
7.31K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.2K- 0.37% |
$140K - $177K
|
324K
$49.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.65K+ 5.36% |
$774K - $981K
|
131K
$19.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 21.06% |
$2.12M - $2.68M
|
105K
$15.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.04K- 19.18% |
$121K - $153K
|
4.37K
$663K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.98K- 4.37% |
$231K - $292K
|
43.3K
$6.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-12- 0.03% |
$1.4K - $1.77K
|
39.8K
$6.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
37.5KNew |
$4.37M - $5.53M
|
37.5K
$5.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.3K- 8.78% |
$151K - $192K
|
13.5K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
170+ 1.32% |
$19.8K - $25.1K
|
13K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.2K+ 143.5% |
$373K - $472K
|
5.43K
$823K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
14.2K+ 391.18% |
$1.66M - $2.1M
|
17.9K
$2.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 3.5% |
$11.6K - $14.8K
|
2.75K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
138+ 6.84% |
$16.1K - $20.4K
|
2.16K
$327K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.46K+ 108.68% |
$753K - $954K
|
12.4K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-69- 2.71% |
$8.03K - $10.2K
|
2.48K
$376K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-750- 16.97% |
$87.3K - $111K
|
3.67K
$556K
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
22.7KNew |
$2.65M - $3.35M
|
22.7K
$3.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.81K- 21.37% |
$444K - $562K
|
14K
$2.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.15% |
$349 - $443
|
1.96K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
315+ 0.83% |
$36.7K - $46.5K
|
38.2K
$5.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.08KNew |
$475K - $602K
|
4.08K
$618K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-10- 0.25% |
$1.16K - $1.48K
|
4.07K
$617K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
645New |
$75.1K - $95.2K
|
645
$97.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.15MNew |
$134M - $169M
|
1.15M
$174M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
21.6KNew |
$2.51M - $3.18M
|
21.6K
$3.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
689+ 7.04% |
$80.2K - $102K
|
10.5K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-575- 3.8% |
$66.9K - $84.8K
|
14.5K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-238- 3.02% |
$27.7K - $35.1K
|
7.65K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-942- 13.97% |
$110K - $139K
|
5.8K
$879K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
252+ 3.65% |
$29.3K - $37.2K
|
7.16K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.03K- 4.14% |
$120K - $152K
|
23.8K
$3.61M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.44KNew |
$168K - $213K
|
1.44K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-238- 13.94% |
$27.7K - $35.1K
|
1.47K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.6% |
$116 - $148
|
169
$25.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.27K- 1.42% |
$148K - $187K
|
88.1K
$13.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.32K- 55.52% |
$270K - $342K
|
1.86K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.12K- 35.59% |
$131K - $166K
|
2.03K
$308K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.08% |
$233 - $295
|
2.46K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.34KNew |
$389K - $493K
|
3.34K
$506K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.3K+ 11.28% |
$151K - $191K
|
12.8K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$116 - $148
|
5.57K
$844K
|