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 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.28K+ 3.33% |
$165K - $182K
|
39.8K
$5.62M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
89+ 0.65% |
$11.5K - $12.6K
|
13.8K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
757+ 1.37% |
$97.5K - $107K
|
56.2K
$7.94M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-592- 2.71% |
$76.2K - $83.9K
|
21.2K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
351+ 2.98% |
$45.2K - $49.7K
|
12.1K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.1K+ 5.55% |
$271K - $298K
|
40K
$5.65M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
957+ 15.89% |
$123K - $136K
|
6.98K
$986K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
938+ 17.43% |
$121K - $133K
|
6.32K
$893K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.8K- 6.87% |
$1M - $1.11M
|
106K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.1K+ 17.52% |
$8.77M - $9.64M
|
457K
$64.5M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
232+ 14.32% |
$29.9K - $32.9K
|
1.85K
$262K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-3.87K- 9.41% |
$499K - $548K
|
37.3K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-386- 3.77% |
$49.7K - $54.7K
|
9.86K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-40- 2.29% |
$5.15K - $5.67K
|
1.71K
$241K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
207+ 12.31% |
$26.7K - $29.3K
|
1.89K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4- 0.11% |
$515 - $567
|
3.76K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 2.21% |
$141K - $155K
|
48.4K
$6.84M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
58+ 2.86% |
$7.47K - $8.22K
|
2.09K
$295K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.24KNew |
$546K - $601K
|
4.24K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-34.9K- 36.32% |
$4.49M - $4.94M
|
61.2K
$8.64M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
29.4K+ 237.31% |
$3.79M - $4.17M
|
41.8K
$5.91M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.3KNew |
$425K - $467K
|
3.3K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.3% |
$129 - $142
|
331
$46.8K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
9.62K+ 4.19% |
$1.24M - $1.36M
|
239K
$33.8M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-196K- 6.05% |
$25.3M - $27.8M
|
3.05M
$431M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.48K+ 6.34% |
$191K - $210K
|
24.8K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-53.2K- 90.78% |
$6.85M - $7.53M
|
5.4K
$763K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
32.5K+ 9.29% |
$4.18M - $4.6M
|
382K
$54M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.06K- 16.51% |
$266K - $292K
|
10.4K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.5K- 4.95% |
$193K - $212K
|
28.7K
$4.06M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
235New |
$30.3K - $33.3K
|
235
$33.2K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
667+ 19.0% |
$85.9K - $94.5K
|
4.18K
$590K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-463- 12.98% |
$59.6K - $65.6K
|
3.11K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.67K+ 21.97% |
$344K - $378K
|
14.8K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-35- 1.05% |
$4.51K - $4.96K
|
3.31K
$468K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.64KNew |
$211K - $232K
|
1.64K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-241- 2.07% |
$31K - $34.1K
|
11.4K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.71K- 23.34% |
$220K - $242K
|
5.61K
$792K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
112New |
$14.4K - $15.9K
|
112
$15.8K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
204+ 8.2% |
$26.3K - $28.9K
|
2.69K
$380K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 42.76% |
$271K - $298K
|
7.02K
$993K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-37.7K- 71.26% |
$4.85M - $5.34M
|
15.2K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
871+ 2.17% |
$112K - $123K
|
41K
$5.8M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-657- 14.83% |
$84.6K - $93.1K
|
3.77K
$533K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
99+ 1.45% |
$12.7K - $14K
|
6.91K
$976K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.32K+ 166.58% |
$1.2M - $1.32M
|
14.9K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
96.3K+ 203.16% |
$12.4M - $13.6M
|
144K
$20.3M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-425- 18.3% |
$54.7K - $60.2K
|
1.9K
$268K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-620- 9.9% |
$79.8K - $87.8K
|
5.64K
$798K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.3K+ 1.47% |
$167K - $184K
|
89.3K
$12.6M
|