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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
50New |
$6.44K - $7.08K
|
50
$7.07K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.68K- 7.03% |
$216K - $238K
|
22.2K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-493- 19.06% |
$63.5K - $69.8K
|
2.09K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 18.9% |
$148K - $163K
|
7.23K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-103- 4.61% |
$13.3K - $14.6K
|
2.13K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.4K+ 6.63% |
$181K - $199K
|
22.6K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.29K- 15.04% |
$166K - $182K
|
7.27K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.43% |
$129 - $142
|
236
$33.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 0.02% |
$515 - $567
|
25.1K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-17- 0.81% |
$2.19K - $2.41K
|
2.09K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.88KNew |
$242K - $267K
|
1.88K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-269- 4.35% |
$34.6K - $38.1K
|
5.92K
$836K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
425+ 5.54% |
$54.7K - $60.2K
|
8.09K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-601- 2.87% |
$77.4K - $85.1K
|
20.3K
$2.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-93- 4.9% |
$12K - $13.2K
|
1.8K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
530+ 4.27% |
$68.3K - $75.1K
|
12.9K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.53K- 9.42% |
$583K - $641K
|
43.5K
$6.15M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$1.29K - $1.42K
|
10
$1.41K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-472- 21.15% |
$60.8K - $66.9K
|
1.76K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-96.6K- 95.64% |
$12.4M - $13.7M
|
4.41K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
27+ 0.94% |
$3.48K - $3.83K
|
2.9K
$409K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1- 0.02% |
$129 - $142
|
4.37K
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272- 1.5% |
$35K - $38.5K
|
17.8K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-82.7K- 98.75% |
$10.7M - $11.7M
|
1.04K
$148K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-35- 1.59% |
$4.51K - $4.96K
|
2.17K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-20- 0.47% |
$2.58K - $2.83K
|
4.2K
$594K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-136- 3.28% |
$17.5K - $19.3K
|
4.02K
$567K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 0.67% |
$2.83K - $3.12K
|
3.3K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
47+ 94.0% |
$6.05K - $6.66K
|
97
$13.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
8.07K+ 135.52% |
$1.04M - $1.14M
|
14K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.31K- 17.13% |
$684K - $752K
|
25.7K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.87K+ 11.2% |
$370K - $407K
|
28.5K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.09K+ 192.08% |
$140K - $155K
|
1.66K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-131K- 99.57% |
$16.8M - $18.5M
|
571
$80.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-169- 4.45% |
$21.8K - $23.9K
|
3.63K
$513K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 8.23% |
$9.79K - $10.8K
|
999
$141K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-12.1K- 20.61% |
$1.56M - $1.71M
|
46.6K
$6.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.2K+ 10.18% |
$155K - $170K
|
13K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$10.6K - $11.6K
|
82
$11.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
5.08K+ 13.34% |
$654K - $720K
|
43.2K
$6.1M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.84K+ 1.67% |
$624K - $686K
|
294K
$41.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-789K- 31.48% |
$102M - $112M
|
1.72M
$243M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.05K+ 4.59% |
$136K - $149K
|
24K
$3.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
110+ 1.85% |
$14.2K - $15.6K
|
6.06K
$857K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-75- 1.07% |
$9.66K - $10.6K
|
6.91K
$977K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25New |
$3.22K - $3.54K
|
25
$3.53K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
593+ 1411.9% |
$76.4K - $84K
|
635
$89.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.24K- 24.26% |
$160K - $176K
|
3.88K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
17.7K+ 346.13% |
$2.27M - $2.5M
|
22.8K
$3.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
74+ 0.73% |
$9.53K - $10.5K
|
10.3K
$1.45M
|