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 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
515+ 19.49% |
$66.3K - $73K
|
3.16K
$467K
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-981- 3.12% |
$126K - $139K
|
30.5K
$4.51M
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.33KNew |
$171K - $188K
|
1.33K
$196K
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
7.62KNew |
$982K - $1.08M
|
7.62K
$1.13M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 0.31% |
$145K - $160K
|
360K
$53.2M
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-36.9K- 98.8% |
$4.75M - $5.23M
|
447
$66.1K
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-43- 0.92% |
$5.54K - $6.09K
|
4.61K
$682K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.83KNew |
$235K - $259K
|
1.83K
$270K
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
188+ 6.75% |
$24.2K - $26.6K
|
2.97K
$440K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
70New |
$9.01K - $9.92K
|
70
$10.4K
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-7.73K- 28.69% |
$996K - $1.1M
|
19.2K
$2.84M
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
6.41KNew |
$825K - $908K
|
6.41K
$948K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.09K- 2.66% |
$1.04M - $1.15M
|
296K
$43.7M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.84K+ 1.13% |
$752K - $827K
|
525K
$77.7M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.94K+ 9.24% |
$378K - $416K
|
34.7K
$5.14M
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.53KNew |
$197K - $216K
|
1.53K
$226K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 4.9% |
$25.8K - $28.3K
|
3.88K
$574K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-214- 0.68% |
$27.6K - $30.3K
|
31.3K
$4.63M
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.11K+ 15.61% |
$271K - $298K
|
15.6K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-29- 0.08% |
$3.73K - $4.11K
|
37.9K
$5.61M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-157- 21.99% |
$20.2K - $22.2K
|
557
$82.4K
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3- 0.15% |
$386 - $425
|
1.93K
$286K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-131- 7.8% |
$16.9K - $18.6K
|
1.55K
$229K
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
6.13K+ 0.35% |
$789K - $868K
|
1.76M
$260M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
656+ 7.11% |
$84.5K - $92.9K
|
9.88K
$1.46M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.1K- 34.98% |
$1.3M - $1.43M
|
18.7K
$2.77M
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-75- 2.64% |
$9.66K - $10.6K
|
2.77K
$410K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-587- 1.03% |
$75.6K - $83.2K
|
56.6K
$8.37M
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
120+ 1090.91% |
$15.5K - $17K
|
131
$19.4K
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-80- 2.94% |
$10.3K - $11.3K
|
2.64K
$391K
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-40- 1.34% |
$5.15K - $5.67K
|
2.96K
$437K
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.58KNew |
$203K - $223K
|
1.58K
$233K
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-63- 2.17% |
$8.11K - $8.93K
|
2.84K
$420K
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-185- 0.93% |
$23.8K - $26.2K
|
19.8K
$2.93M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 9.42% |
$212K - $233K
|
15.8K
$2.34M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 9.09% |
$901 - $992
|
84
$12.4K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.6K+ 36.4% |
$1.62M - $1.78M
|
47.1K
$6.97M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-30- 12.66% |
$3.86K - $4.25K
|
207
$30.6K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5- 0.12% |
$644 - $708
|
4.27K
$632K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.35K+ 29.47% |
$174K - $192K
|
5.95K
$880K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
120+ 3.8% |
$15.5K - $17K
|
3.28K
$485K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-510- 3.41% |
$65.7K - $72.3K
|
14.4K
$2.14M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
3+ 0.15% |
$386 - $425
|
1.95K
$289K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-363- 5.24% |
$46.7K - $51.4K
|
6.57K
$972K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 2.94% |
$129 - $142
|
33
$4.88K
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
50New |
$6.44K - $7.08K
|
50
$7.4K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-187- 2.35% |
$24.1K - $26.5K
|
7.76K
$1.15M
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
760+ 24.95% |
$97.9K - $108K
|
3.81K
$563K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
134+ 4.97% |
$17.3K - $19K
|
2.83K
$419K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-294- 60.37% |
$37.9K - $41.7K
|
193
$28.6K
|