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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.66K- 3.93% |
$728K - $801K
|
138K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-31Closed |
$3.99K - $4.39K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
545+ 26.87% |
$70.2K - $77.2K
|
2.57K
$364K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
15+ 0.1% |
$1.93K - $2.13K
|
14.9K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
14.2K+ 20.09% |
$1.83M - $2.01M
|
84.7K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
268New |
$34.5K - $38K
|
268
$37.9K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-869- 5.86% |
$112K - $123K
|
14K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-81- 2.15% |
$10.4K - $11.5K
|
3.68K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.06K- 18.8% |
$137K - $151K
|
4.6K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
172+ 33.14% |
$22.2K - $24.4K
|
691
$97.7K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.31K- 10.87% |
$169K - $186K
|
10.8K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-175- 3.76% |
$22.5K - $24.8K
|
4.48K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-287- 1.59% |
$37K - $40.7K
|
17.8K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
852+ 31.22% |
$110K - $121K
|
3.58K
$506K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-461- 18.39% |
$59.4K - $65.3K
|
2.05K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.33K+ 48.94% |
$815K - $896K
|
19.3K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.05K+ 5.14% |
$135K - $149K
|
21.4K
$3.03M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-250- 10.14% |
$32.2K - $35.4K
|
2.22K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Parametrica Management LTD
|
SELL
|
- |
-12.4K- 50.0% |
$1.6M - $1.76M
|
12.4K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-270- 4.68% |
$34.8K - $38.3K
|
5.5K
$777K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4+ 0.26% |
$515 - $567
|
1.56K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.07K+ 47.63% |
$137K - $151K
|
3.3K
$467K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
206+ 5.64% |
$26.5K - $29.2K
|
3.86K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5- 0.42% |
$644 - $708
|
1.18K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.09K- 67.48% |
$913K - $1M
|
3.42K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-120- 1.76% |
$15.5K - $17K
|
6.69K
$945K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-231- 1.23% |
$29.7K - $32.7K
|
18.6K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-45- 0.9% |
$5.8K - $6.38K
|
4.93K
$697K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-717- 6.27% |
$92.3K - $102K
|
10.7K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
136New |
$17.5K - $19.3K
|
136
$19.2K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-101- 0.81% |
$13K - $14.3K
|
12.4K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.48K- 28.22% |
$319K - $351K
|
6.3K
$891K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.82K+ 17.05% |
$750K - $825K
|
40K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-434- 4.22% |
$55.9K - $61.5K
|
9.86K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-283- 4.97% |
$36.4K - $40.1K
|
5.41K
$765K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-41- 1.55% |
$5.28K - $5.81K
|
2.61K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3K+ 5.58% |
$386K - $425K
|
56.8K
$8.02M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 30.0% |
$7.73K - $8.5K
|
260
$36.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
129+ 0.66% |
$16.6K - $18.3K
|
19.8K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
836+ 1.5% |
$108K - $118K
|
56.4K
$7.98M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
679+ 1.43% |
$87.4K - $96.2K
|
48.2K
$6.81M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.01K- 22.33% |
$130K - $143K
|
3.5K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.86K+ 98.24% |
$755K - $831K
|
11.8K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
75+ 1.3% |
$9.66K - $10.6K
|
5.85K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-287- 1.15% |
$37K - $40.7K
|
24.6K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.54K- 3.03% |
$843K - $927K
|
209K
$29.6M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-467- 52.35% |
$60.1K - $66.2K
|
425
$60.1K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
586+ 13.29% |
$75.5K - $83K
|
5K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-685- 5.06% |
$88.2K - $97K
|
12.9K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
948+ 6.54% |
$122K - $134K
|
15.4K
$2.18M
|