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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.13M+ 85.46% |
$131M - $166M
|
2.44M
$371M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-110- 80.88% |
$12.8K - $16.2K
|
26
$3.94K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-35- 0.48% |
$4.07K - $5.16K
|
7.26K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5- 0.15% |
$582 - $738
|
3.3K
$501K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
8.55K+ 357.18% |
$996K - $1.26M
|
10.9K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
69+ 1.0% |
$8.03K - $10.2K
|
6.95K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
979+ 6.86% |
$114K - $144K
|
15.2K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
606+ 8.85% |
$70.6K - $89.4K
|
7.46K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
72K+ 1635.01% |
$8.38M - $10.6M
|
76.4K
$11.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.28% |
$815 - $1.03K
|
2.47K
$375K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.87K+ 14.45% |
$218K - $276K
|
14.8K
$2.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-73- 3.95% |
$8.5K - $10.8K
|
1.77K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.81K- 19.35% |
$676K - $856K
|
24.2K
$3.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-522- 6.73% |
$60.8K - $77K
|
7.24K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.69K+ 269.0% |
$313K - $397K
|
3.69K
$559K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$116 - $148
|
17.9K
$2.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-19- 0.58% |
$2.21K - $2.8K
|
3.28K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-4.44K- 2.51% |
$517K - $655K
|
172K
$26.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.45KNew |
$169K - $214K
|
1.45K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
53+ 3.03% |
$6.17K - $7.82K
|
1.8K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.76K- 42.9% |
$904K - $1.15M
|
10.3K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
616+ 16.24% |
$71.7K - $90.9K
|
4.41K
$668K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.2K- 3.78% |
$140K - $177K
|
30.6K
$4.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5- 0.05% |
$582 - $738
|
9.85K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-55- 2.52% |
$6.4K - $8.11K
|
2.13K
$322K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
330+ 0.59% |
$38.4K - $48.7K
|
56.5K
$8.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-160- 3.76% |
$18.6K - $23.6K
|
4.1K
$621K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
219New |
$25.5K - $32.3K
|
219
$33.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-589- 0.81% |
$68.6K - $86.9K
|
72.1K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-458- 13.28% |
$53.3K - $67.6K
|
2.99K
$454K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-3.42K- 37.33% |
$399K - $505K
|
5.75K
$871K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.46K- 20.08% |
$170K - $215K
|
5.81K
$881K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
4+ 0.22% |
$466 - $590
|
1.81K
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 15.04% |
$262K - $332K
|
12.7K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.88K+ 22.28% |
$568K - $720K
|
26.8K
$4.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-374- 18.31% |
$43.5K - $55.2K
|
1.67K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
11.9KNew |
$1.38M - $1.75M
|
11.9K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
150+ 73.53% |
$17.5K - $22.1K
|
354
$53.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.21K- 5.77% |
$141K - $178K
|
19.8K
$3M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
41+ 2.57% |
$4.77K - $6.05K
|
1.64K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-15- 0.24% |
$1.75K - $2.21K
|
6.12K
$928K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.03K- 4.67% |
$353K - $447K
|
61.9K
$9.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-37- 1.09% |
$4.31K - $5.46K
|
3.36K
$509K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
531+ 8.76% |
$61.8K - $78.3K
|
6.59K
$999K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2- 0.35% |
$233 - $295
|
569
$86.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-414- 2.26% |
$48.2K - $61.1K
|
17.9K
$2.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.6KNew |
$1.47M - $1.86M
|
12.6K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.42K+ 211.44% |
$514K - $652K
|
6.51K
$987K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-571- 10.29% |
$66.5K - $84.2K
|
4.98K
$754K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.36K+ 54.08% |
$740K - $938K
|
18.1K
$2.75M
|