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 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
617+ 6.53% |
$79.5K - $87.4K
|
10.1K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.81K+ 3.0% |
$490K - $539K
|
131K
$18.4M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-19- 0.24% |
$2.45K - $2.69K
|
7.88K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33+ 1.01% |
$4.25K - $4.68K
|
3.31K
$467K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-124- 1.67% |
$16K - $17.6K
|
7.3K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-184- 15.94% |
$23.7K - $26.1K
|
970
$137K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-51- 0.52% |
$6.57K - $7.23K
|
9.82K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
650+ 7.61% |
$83.7K - $92.1K
|
9.19K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
17.6K+ 334.0% |
$2.27M - $2.5M
|
22.9K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
208+ 10.77% |
$26.8K - $29.5K
|
2.14K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
603+ 33.67% |
$77.7K - $85.4K
|
2.39K
$338K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
84.7KNew |
$10.9M - $12M
|
84.7K
$12M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-63- 25.93% |
$8.11K - $8.93K
|
180
$25.4K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
38+ 2.1% |
$4.89K - $5.38K
|
1.85K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 84.62% |
$1.42K - $1.56K
|
24
$3.39K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 51.31% |
$240K - $264K
|
5.49K
$775K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.27K- 47.98% |
$550K - $605K
|
4.63K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
80+ 3.36% |
$10.3K - $11.3K
|
2.46K
$347K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
7+ 0.06% |
$901 - $992
|
10.8K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-7.49K- 5.98% |
$965K - $1.06M
|
118K
$16.7M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.23% |
$644 - $708
|
2.14K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-41- 45.05% |
$5.28K - $5.81K
|
50
$7.07K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.37K+ 1.61% |
$176K - $194K
|
86.3K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.58K+ 48.41% |
$204K - $224K
|
4.85K
$685K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-23.2K- 45.84% |
$2.99M - $3.28M
|
27.4K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-45- 0.79% |
$5.8K - $6.38K
|
5.68K
$803K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-319- 22.77% |
$41.1K - $45.2K
|
1.08K
$153K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-130- 67.71% |
$16.7K - $18.4K
|
62
$8.76K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-604- 3.84% |
$77.8K - $85.6K
|
15.1K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-292- 3.14% |
$37.6K - $41.4K
|
9.01K
$1.27M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-50- 43.1% |
$6.44K - $7.08K
|
66
$9.33K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-3.96K- 32.52% |
$510K - $561K
|
8.22K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-25- 1.18% |
$3.22K - $3.54K
|
2.09K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.31% |
$1.42K - $1.56K
|
3.57K
$505K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$515 - $567
|
3.51K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.75KNew |
$225K - $248K
|
1.75K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.31K+ 79.13% |
$426K - $469K
|
7.49K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-142- 7.92% |
$18.3K - $20.1K
|
1.65K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.47K- 13.64% |
$317K - $349K
|
15.6K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.5K+ 12.92% |
$322K - $354K
|
21.8K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
145+ 26.7% |
$18.7K - $20.5K
|
688
$97.2K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-30- 0.65% |
$3.86K - $4.25K
|
4.6K
$651K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 3.97% |
$7.73K - $8.5K
|
1.45K
$205K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.04K- 3.22% |
$134K - $147K
|
31.3K
$4.42M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.91K+ 12.3% |
$633K - $696K
|
44.9K
$6.34M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
251+ 29.22% |
$32.3K - $35.6K
|
1.11K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
150New |
$19.3K - $21.3K
|
150
$21.2K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
156+ 7.34% |
$20.1K - $22.1K
|
2.28K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-9- 0.04% |
$1.16K - $1.28K
|
20.3K
$2.87M
|