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 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
335+ 18.18% |
$43.1K - $47.5K
|
2.18K
$308K
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
22.1KNew |
$2.85M - $3.13M
|
22.1K
$3.12M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-405K- 23.51% |
$52.2M - $57.4M
|
1.32M
$186M
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-6.5K- 39.78% |
$837K - $920K
|
9.83K
$1.39M
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.25K- 10.49% |
$161K - $177K
|
10.7K
$1.51M
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-17.8K- 10.64% |
$2.29M - $2.52M
|
149K
$21.1M
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-52.2K- 12.59% |
$6.73M - $7.4M
|
363K
$51.3M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.36K+ 30.75% |
$690K - $759K
|
22.8K
$3.22M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
52+ 0.29% |
$6.7K - $7.37K
|
17.9K
$2.53M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.83K+ 4.6% |
$493K - $542K
|
87.1K
$12.3M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-812- 39.57% |
$105K - $115K
|
1.24K
$175K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-147K- 82.28% |
$18.9M - $20.8M
|
31.7K
$4.48M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.67KNew |
$344K - $378K
|
2.67K
$377K
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
587+ 4.94% |
$75.6K - $83.2K
|
12.5K
$1.76M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 4.11% |
$24.7M - $27.2M
|
4.86M
$687M
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-299- 12.89% |
$38.5K - $42.4K
|
2.02K
$285K
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.56KNew |
$459K - $505K
|
3.56K
$504K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.65K+ 53.05% |
$212K - $233K
|
4.75K
$671K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-387- 9.36% |
$49.8K - $54.8K
|
3.75K
$530K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.58K+ 10.03% |
$461K - $507K
|
39.3K
$5.55M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-618- 20.3% |
$79.6K - $87.6K
|
2.43K
$343K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.99M- 99.24% |
$256M - $282M
|
15.3K
$2.16M
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
2.98K+ 88.34% |
$384K - $422K
|
6.35K
$897K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.37K- 21.98% |
$176K - $194K
|
4.86K
$687K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
56.2KNew |
$7.23M - $7.96M
|
56.2K
$7.94M
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.1K
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.71KNew |
$220K - $242K
|
1.71K
$241K
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.05% |
$129 - $142
|
2.12K
$300K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
750+ 20.44% |
$96.6K - $106K
|
4.42K
$625K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.39K+ 14.76% |
$565K - $621K
|
34.1K
$4.82M
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-100- 25.0% |
$12.9K - $14.2K
|
300
$42.4K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
934+ 60.85% |
$120K - $132K
|
2.47K
$349K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-332- 6.67% |
$42.8K - $47K
|
4.65K
$657K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
15.5K+ 543.15% |
$1.99M - $2.19M
|
18.3K
$2.59M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.35K+ 30.31% |
$174K - $191K
|
5.8K
$820K
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-8.83K- 52.09% |
$1.14M - $1.25M
|
8.12K
$1.15M
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.43K- 12.35% |
$184K - $203K
|
10.2K
$1.44M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
157+ 21.96% |
$20.2K - $22.2K
|
872
$123K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
118+ 3.8% |
$15.2K - $16.7K
|
3.23K
$456K
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-442- 22.3% |
$56.9K - $62.6K
|
1.54K
$218K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.14K- 13.97% |
$146K - $161K
|
7K
$989K
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
352+ 2.09% |
$45.3K - $49.9K
|
17.2K
$2.43M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.33KNew |
$300K - $330K
|
2.33K
$329K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-109- 6.8% |
$14K - $15.4K
|
1.49K
$211K
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.26K- 1.51% |
$162K - $178K
|
82.1K
$11.6M
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-316- 35.75% |
$40.7K - $44.8K
|
568
$80.3K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.45K+ 30.67% |
$831K - $914K
|
27.5K
$3.88M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.37K- 67.21% |
$820K - $902K
|
3.11K
$439K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3K+ 11.86% |
$1.46M - $1.6M
|
107K
$15.1M
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-45.3K- 83.69% |
$5.83M - $6.41M
|
8.82K
$1.25M
|