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 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.43K- 38.43% |
$184K - $202K
|
2.28K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.09K- 28.23% |
$140K - $154K
|
2.77K
$391K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-3.28K- 46.0% |
$422K - $465K
|
3.85K
$544K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 113.64% |
$12.9K - $14.2K
|
188
$26.6K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.47K- 2.09% |
$190K - $209K
|
69.2K
$9.78M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
390+ 31.48% |
$50.2K - $55.3K
|
1.63K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
936+ 3.15% |
$121K - $133K
|
30.6K
$4.33M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
664+ 13.93% |
$85.5K - $94.1K
|
5.43K
$768K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
485+ 24.34% |
$62.5K - $68.7K
|
2.48K
$350K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
55.4KNew |
$7.13M - $7.85M
|
55.4K
$7.83M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-419- 3.58% |
$54K - $59.4K
|
11.3K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-9- 1.62% |
$1.16K - $1.28K
|
547
$77.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.39K- 5.24% |
$307K - $338K
|
43.1K
$6.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.94K+ 2.39% |
$249K - $274K
|
82.9K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-31.5K- 68.68% |
$4.06M - $4.46M
|
14.4K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
537+ 3.72% |
$69.2K - $76.1K
|
15K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.59K- 6.75% |
$204K - $225K
|
21.9K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
16.1K+ 11.05% |
$2.07M - $2.27M
|
161K
$22.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
280+ 15.88% |
$36.1K - $39.7K
|
2.04K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.42K+ 179.58% |
$441K - $485K
|
5.33K
$753K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
86.2KNew |
$11.1M - $12.2M
|
86.2K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.32K- 16.71% |
$170K - $187K
|
6.59K
$932K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-107- 0.8% |
$13.8K - $15.2K
|
13.3K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
94+ 2.25% |
$12.1K - $13.3K
|
4.28K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 0.07% |
$3.86K - $4.25K
|
43.3K
$6.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.72% |
$2.06K - $2.27K
|
2.24K
$316K
|
|
|
Apr 30, 2025
Q1 2025
|
Trium Capital LLP
London, X0 |
BUY
|
PUT |
174KNew |
$22.3M - $24.6M
|
174K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.29K- 25.47% |
$166K - $183K
|
3.77K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41+ 0.29% |
$5.28K - $5.81K
|
14.1K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.72KNew |
$221K - $243K
|
1.72K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.15K+ 3.79% |
$405K - $446K
|
86.2K
$12.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
8+ 0.32% |
$1.03K - $1.13K
|
2.49K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.64K- 9.25% |
$468K - $515K
|
35.7K
$5.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.16K+ 10.33% |
$149K - $164K
|
12.4K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
12.6K+ 13.34% |
$1.63M - $1.79M
|
107K
$15.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58- 55.77% |
$7.47K - $8.22K
|
46
$6.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
65.4K+ 23.82% |
$8.42M - $9.27M
|
340K
$48M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.66K- 49.83% |
$214K - $235K
|
1.67K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.07K+ 3.68% |
$653K - $719K
|
143K
$20.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
257+ 9.76% |
$33.1K - $36.4K
|
2.89K
$408K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-284- 4.87% |
$36.6K - $40.2K
|
5.55K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-3.09K- 19.21% |
$398K - $437K
|
13K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-556- 9.31% |
$71.6K - $78.8K
|
5.42K
$766K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
569+ 1.13% |
$73.3K - $80.6K
|
51.1K
$7.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-134- 3.04% |
$17.3K - $19K
|
4.27K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-154- 5.88% |
$19.8K - $21.8K
|
2.47K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-8- 0.14% |
$1.03K - $1.13K
|
5.56K
$786K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.59KNew |
$205K - $225K
|
1.59K
$224K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-102- 1.33% |
$13.1K - $14.5K
|
7.57K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-47- 9.69% |
$6.05K - $6.66K
|
438
$61.9K
|