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 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.8K- 16.27% |
$675K - $856K
|
29.9K
$4.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
149+ 6.73% |
$17.3K - $22K
|
2.36K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
365+ 11.15% |
$42.5K - $53.8K
|
3.64K
$552K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-343- 62.71% |
$39.9K - $50.6K
|
204
$30.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.58KNew |
$1.12M - $1.41M
|
9.58K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
24.4KNew |
$2.84M - $3.6M
|
24.4K
$3.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-15.1K- 35.68% |
$1.76M - $2.23M
|
27.2K
$4.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
852+ 35.11% |
$99.2K - $126K
|
3.28K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-122K- 23.22% |
$14.2M - $18M
|
403K
$61.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
363+ 2.94% |
$42.3K - $53.5K
|
12.7K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
215+ 13.15% |
$25K - $31.7K
|
1.85K
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-492- 39.49% |
$57.3K - $72.6K
|
754
$114K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-184- 3.22% |
$21.4K - $27.1K
|
5.52K
$837K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
591+ 0.8% |
$68.8K - $87.2K
|
74.2K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
181+ 2.44% |
$21.1K - $26.7K
|
7.6K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-758- 61.13% |
$88.2K - $112K
|
482
$73.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.95K+ 35.48% |
$227K - $288K
|
7.45K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.21K- 47.79% |
$258K - $327K
|
2.42K
$367K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-6.16K- 15.49% |
$717K - $908K
|
33.6K
$5.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
19+ 0.5% |
$2.21K - $2.8K
|
3.81K
$578K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.73K- 26.48% |
$900K - $1.14M
|
21.5K
$3.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
189+ 1.84% |
$22K - $27.9K
|
10.5K
$1.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.02K+ 0.95% |
$119K - $151K
|
108K
$16.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-7.84K- 1.95% |
$913K - $1.16M
|
394K
$59.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.04% |
$582 - $738
|
13.8K
$2.09M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 9.64% |
$1.2M - $1.52M
|
117K
$17.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.04K+ 0.79% |
$238K - $301K
|
261K
$39.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-384- 18.77% |
$44.7K - $56.6K
|
1.66K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
17+ 0.16% |
$1.98K - $2.51K
|
10.4K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.09K+ 49.5% |
$127K - $161K
|
3.29K
$499K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-389- 10.86% |
$45.3K - $57.4K
|
3.19K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-960- 16.22% |
$112K - $142K
|
4.96K
$751K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-31- 1.48% |
$3.61K - $4.57K
|
2.06K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
5.02K+ 289.38% |
$584K - $740K
|
6.75K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.58K+ 0.25% |
$183K - $232K
|
623K
$94.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
227+ 6.02% |
$26.4K - $33.5K
|
4K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-798- 5.17% |
$92.9K - $118K
|
14.6K
$2.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-230- 0.61% |
$26.8K - $33.9K
|
37.6K
$5.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.7KNew |
$198K - $250K
|
1.7K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.27K+ 13.95% |
$497K - $630K
|
34.9K
$5.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-362- 3.6% |
$42.1K - $53.4K
|
9.71K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
145+ 3.88% |
$16.9K - $21.4K
|
3.88K
$588K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
49.1KNew |
$5.72M - $7.24M
|
49.1K
$7.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
500New |
$58.2K - $73.8K
|
500
$75.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
306+ 10.59% |
$35.6K - $45.1K
|
3.2K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-225- 2.68% |
$26.2K - $33.2K
|
8.18K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
755+ 45.51% |
$87.9K - $111K
|
2.41K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11K- 3.21% |
$1.28M - $1.62M
|
331K
$50.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
900+ 48.54% |
$105K - $133K
|
2.75K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-561- 4.92% |
$65.3K - $82.8K
|
10.8K
$1.64M
|