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 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-3.83K- 47.17% |
$446K - $565K
|
4.29K
$650K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
217+ 10.37% |
$25.3K - $32K
|
2.31K
$350K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
82+ 1.45% |
$9.55K - $12.1K
|
5.72K
$867K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.58K+ 2.8% |
$184K - $233K
|
58K
$8.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-21.4K- 8.19% |
$2.49M - $3.16M
|
240K
$36.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
661+ 22.29% |
$77K - $97.5K
|
3.63K
$550K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-18- 0.17% |
$2.1K - $2.66K
|
10.8K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.34K+ 2.35% |
$155K - $197K
|
58.1K
$8.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-49- 1.9% |
$5.7K - $7.23K
|
2.52K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-200- 4.34% |
$23.3K - $29.5K
|
4.4K
$668K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
501+ 0.59% |
$58.3K - $73.9K
|
85.3K
$12.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 53.19% |
$11.6K - $14.8K
|
88
$13.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.84KNew |
$564K - $714K
|
4.84K
$734K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.29K+ 17.62% |
$267K - $338K
|
15.3K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.43K- 1.65% |
$166K - $210K
|
84.8K
$12.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
483+ 4.79% |
$56.2K - $71.3K
|
10.6K
$1.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
31.3KNew |
$3.65M - $4.62M
|
31.3K
$4.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
656+ 20.91% |
$76.4K - $96.8K
|
3.79K
$575K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.51K- 32.05% |
$525K - $665K
|
9.56K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-62- 0.58% |
$7.22K - $9.15K
|
10.7K
$1.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-961- 9.86% |
$112K - $142K
|
8.78K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-78- 16.25% |
$9.08K - $11.5K
|
402
$60.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.45K- 21.85% |
$984K - $1.25M
|
30.2K
$4.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.42KNew |
$165K - $209K
|
1.42K
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-3.68K- 9.88% |
$429K - $543K
|
33.6K
$5.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-12.7K- 37.1% |
$1.48M - $1.87M
|
21.5K
$3.26M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.18K+ 1.08% |
$370K - $469K
|
297K
$45.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.23K+ 45.44% |
$143K - $182K
|
3.94K
$597K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
4.6KNew |
$535K - $678K
|
4.6K
$697K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.48K+ 7.49% |
$172K - $218K
|
21.2K
$3.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.37K+ 311.36% |
$159K - $202K
|
1.81K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
530+ 1.23% |
$61.7K - $78.2K
|
43.7K
$6.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
541KNew |
$63M - $79.9M
|
541K
$82.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.24K+ 2.86% |
$145K - $184K
|
44.8K
$6.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-195- 1.05% |
$22.7K - $28.8K
|
18.4K
$2.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
82+ 2.09% |
$9.55K - $12.1K
|
4.01K
$607K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-252- 3.33% |
$29.3K - $37.2K
|
7.32K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
13+ 7.56% |
$1.51K - $1.92K
|
185
$28K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.03K+ 5.94% |
$236K - $299K
|
36.1K
$5.48M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
176K+ 122.34% |
$20.5M - $25.9M
|
320K
$48.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.28KNew |
$265K - $336K
|
2.28K
$346K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.59KNew |
$186K - $235K
|
1.59K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
314+ 3.35% |
$36.6K - $46.3K
|
9.69K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1- 0.03% |
$116 - $148
|
3.68K
$558K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
301+ 15.99% |
$35K - $44.4K
|
2.18K
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
800+ 15.11% |
$93.1K - $118K
|
6.09K
$924K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.58K- 6.83% |
$416K - $528K
|
48.8K
$7.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-709- 0.64% |
$82.5K - $105K
|
111K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-41- 1.15% |
$4.77K - $6.05K
|
3.52K
$534K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
9.61KNew |
$1.12M - $1.42M
|
9.61K
$1.46M
|