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 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.14% |
$116 - $148
|
696
$105K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
5+ 0.26% |
$582 - $738
|
1.9K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-313- 16.92% |
$36.4K - $46.2K
|
1.54K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-281- 0.72% |
$32.7K - $41.5K
|
39K
$5.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-58- 23.2% |
$6.75K - $8.56K
|
192
$29.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
97.3KNew |
$11.3M - $14.4M
|
97.3K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.1K- 9.91% |
$245K - $310K
|
19.1K
$2.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
108+ 0.91% |
$12.6K - $15.9K
|
12K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-60- 0.4% |
$6.99K - $8.85K
|
14.8K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
186+ 5.62% |
$21.7K - $27.4K
|
3.5K
$530K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
8.18K+ 6.9% |
$952K - $1.21M
|
127K
$19.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.28K- 36.05% |
$265K - $336K
|
4.04K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-277- 4.91% |
$32.2K - $40.9K
|
5.36K
$813K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-5- 0.21% |
$582 - $738
|
2.38K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
784+ 5.13% |
$91.3K - $116K
|
16.1K
$2.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-224- 2.15% |
$26.1K - $33K
|
10.2K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-539- 1.3% |
$62.8K - $79.5K
|
40.8K
$6.18M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151+ 0.6% |
$17.6K - $22.3K
|
25.3K
$3.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-665- 5.62% |
$77.4K - $98.1K
|
11.2K
$1.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
561K+ 18.39% |
$65.3M - $82.7M
|
3.61M
$547M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-236- 6.25% |
$27.5K - $34.8K
|
3.54K
$536K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.03K+ 26.75% |
$120K - $152K
|
4.88K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.3KNew |
$268K - $340K
|
2.3K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.38KNew |
$161K - $203K
|
1.38K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
748+ 2.0% |
$87.1K - $110K
|
38.1K
$5.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.8K- 38.42% |
$1.49M - $1.88M
|
20.5K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.61% |
$1.63K - $2.07K
|
2.3K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.32K+ 32.81% |
$735K - $932K
|
25.6K
$3.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-34K- 19.4% |
$3.95M - $5.01M
|
141K
$21.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
564New |
$65.7K - $83.2K
|
564
$85.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-53- 2.6% |
$6.17K - $7.82K
|
1.98K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
656New |
$76.4K - $96.8K
|
656
$99.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
SELL
|
- |
-505- 1.08% |
$58.8K - $74.5K
|
46.1K
$6.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
207+ 10.87% |
$24.1K - $30.5K
|
2.11K
$320K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
18.7K+ 30.59% |
$2.18M - $2.76M
|
79.9K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
501+ 2.45% |
$58.3K - $73.9K
|
20.9K
$3.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
740+ 1.28% |
$86.2K - $109K
|
58.6K
$8.89M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-41- 1.1% |
$4.77K - $6.05K
|
3.69K
$559K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.2K- 45.82% |
$2.58M - $3.27M
|
26.2K
$3.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-60- 1.95% |
$6.99K - $8.85K
|
3.02K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
16KNew |
$1.86M - $2.36M
|
16K
$2.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-17K- 74.73% |
$1.98M - $2.51M
|
5.75K
$872K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-797- 1.99% |
$92.8K - $118K
|
39.2K
$5.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-705- 2.45% |
$82.1K - $104K
|
28K
$4.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.48K- 42.26% |
$172K - $218K
|
2.02K
$306K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
121+ 4.55% |
$14.1K - $17.8K
|
2.78K
$422K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
26+ 0.37% |
$3.03K - $3.84K
|
7K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 4.94% |
$466 - $590
|
77
$11.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.3K- 23.45% |
$1.32M - $1.67M
|
36.9K
$5.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-140- 1.1% |
$16.3K - $20.7K
|
12.6K
$1.91M
|