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 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.7K- 19.38% |
$1.01M - $1.28M
|
36.2K
$5.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
210+ 12.37% |
$24.4K - $31K
|
1.91K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-62- 5.59% |
$7.22K - $9.15K
|
1.05K
$159K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.9K+ 11.24% |
$454K - $575K
|
38.6K
$5.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
104+ 3.86% |
$12.1K - $15.3K
|
2.8K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.46KNew |
$170K - $215K
|
1.46K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.5KNew |
$175K - $221K
|
1.5K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
SELL
|
- |
-9- 0.42% |
$1.05K - $1.33K
|
2.13K
$323K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.62K- 16.4% |
$188K - $238K
|
8.24K
$1.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-92- 2.37% |
$10.7K - $13.6K
|
3.79K
$574K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.12K+ 28.99% |
$130K - $165K
|
4.98K
$755K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.93K- 4.09% |
$224K - $284K
|
45.2K
$6.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.77K- 29.22% |
$1.14M - $1.44M
|
23.7K
$3.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
889+ 26.98% |
$103K - $131K
|
4.18K
$634K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-4.96K- 14.41% |
$578K - $732K
|
29.5K
$4.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.49KNew |
$174K - $220K
|
1.49K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-39- 0.43% |
$4.54K - $5.75K
|
8.99K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
484+ 21.7% |
$56.3K - $71.4K
|
2.71K
$411K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-468- 1.5% |
$54.5K - $69K
|
30.8K
$4.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 0.15% |
$1.16K - $1.48K
|
6.82K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-231- 1.5% |
$26.9K - $34.1K
|
15.2K
$2.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-4- 66.67% |
$466 - $590
|
2
$303
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.11KNew |
$246K - $312K
|
2.11K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
168K+ 4185.8% |
$19.6M - $24.8M
|
172K
$26.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
885+ 2.16% |
$103K - $131K
|
41.9K
$6.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
84.6K+ 137.61% |
$9.85M - $12.5M
|
146K
$22.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
294+ 10.56% |
$34.2K - $43.4K
|
3.08K
$467K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.47K+ 709.18% |
$171K - $217K
|
1.68K
$254K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-17.3K- 97.02% |
$2.01M - $2.55M
|
531
$80.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
474+ 2.34% |
$55.2K - $69.9K
|
20.8K
$3.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.25% |
$233 - $295
|
818
$124K
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.57K+ 1.91% |
$532K - $674K
|
244K
$36.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-124- 4.64% |
$14.4K - $18.3K
|
2.55K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.03% |
$116 - $148
|
3.56K
$540K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
500New |
$58.2K - $73.8K
|
500
$75.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3.5K+ 1103.47% |
$407K - $516K
|
3.82K
$578K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-216- 8.29% |
$25.1K - $31.9K
|
2.39K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-391- 7.2% |
$45.5K - $57.7K
|
5.04K
$764K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
821+ 39.76% |
$95.6K - $121K
|
2.89K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.01% |
$116 - $148
|
11.3K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.43K+ 0.62% |
$516K - $653K
|
717K
$109M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.3K+ 38.88% |
$151K - $191K
|
4.63K
$702K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-131- 3.47% |
$15.3K - $19.3K
|
3.64K
$552K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
246New |
$28.6K - $36.3K
|
246
$37.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48KNew |
$173K - $219K
|
1.48K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-8- 8.89% |
$931 - $1.18K
|
82
$12.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-436- 1.59% |
$50.8K - $64.3K
|
27.1K
$4.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
150+ 21.8% |
$17.5K - $22.1K
|
838
$127K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.07K- 3.41% |
$124K - $157K
|
30.2K
$4.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-47- 48.45% |
$5.47K - $6.93K
|
50
$7.58K
|