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 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-268- 2.79% |
$31.2K - $39.5K
|
9.32K
$1.41M
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
41+ 0.59% |
$4.77K - $6.05K
|
7.04K
$1.07M
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
44+ 0.37% |
$5.12K - $6.49K
|
11.9K
$1.8M
|
|
Jul 23, 2025
Q2 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-317- 0.09% |
$36.9K - $46.8K
|
355K
$53.8M
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.08% |
$349 - $443
|
4K
$607K
|
|
Jul 23, 2025
Q2 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
3.7K+ 10.14% |
$431K - $546K
|
40.2K
$6.09M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.4K+ 460.19% |
$1.56M - $1.97M
|
16.3K
$2.47M
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-342- 10.02% |
$39.8K - $50.5K
|
3.07K
$466K
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-789- 2.89% |
$91.9K - $116K
|
26.5K
$4.02M
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
321+ 0.21% |
$37.4K - $47.4K
|
156K
$23.6M
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.77K+ 5.64% |
$205K - $260K
|
33K
$5.01M
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.41K- 2.26% |
$281K - $356K
|
104K
$15.8M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.03K+ 18.14% |
$120K - $152K
|
6.72K
$1.02M
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.65K+ 7.19% |
$309K - $391K
|
39.5K
$5.99M
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.15K+ 0.88% |
$134K - $170K
|
132K
$20M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.91K+ 1.39% |
$339K - $430K
|
212K
$32.2M
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.98K- 42.56% |
$464K - $587K
|
5.38K
$815K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.39K- 17.97% |
$394K - $499K
|
15.5K
$2.34M
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.64K- 6.12% |
$307K - $389K
|
40.5K
$6.14M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-11- 0.06% |
$1.28K - $1.62K
|
17.1K
$2.6M
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-596- 48.61% |
$69.4K - $87.9K
|
630
$95.5K
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-565- 12.29% |
$65.8K - $83.3K
|
4.03K
$611K
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
72+ 1.2% |
$8.38K - $10.6K
|
6.07K
$920K
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.38K+ 27.21% |
$626K - $793K
|
25.1K
$3.81M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.16K- 51.99% |
$717K - $909K
|
5.69K
$862K
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.36K- 15.14% |
$275K - $349K
|
13.2K
$2.01M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.21K+ 2.84% |
$141K - $179K
|
43.8K
$6.64M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-141- 4.2% |
$16.4K - $20.8K
|
3.22K
$487K
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-150- 8.82% |
$17.5K - $22.1K
|
1.55K
$235K
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13K+ 47.38% |
$1.52M - $1.92M
|
40.5K
$6.14M
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.96KNew |
$461K - $584K
|
3.96K
$600K
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.37KNew |
$159K - $202K
|
1.37K
$207K
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.27KNew |
$148K - $188K
|
1.27K
$193K
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-77- 7.71% |
$8.96K - $11.4K
|
922
$140K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
570+ 13.16% |
$66.4K - $84.1K
|
4.9K
$743K
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
29.4K+ 36.31% |
$3.42M - $4.33M
|
110K
$16.7M
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.27% |
$2.33K - $2.95K
|
7.38K
$1.12M
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.37KNew |
$159K - $202K
|
1.37K
$207K
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.38KNew |
$160K - $203K
|
1.38K
$209K
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-458- 4.93% |
$53.3K - $67.6K
|
8.83K
$1.34M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-570- 2.55% |
$66.4K - $84.1K
|
21.8K
$3.3M
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.59K- 1.72% |
$534K - $677K
|
263K
$39.9M
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-9.63K- 66.65% |
$1.12M - $1.42M
|
4.82K
$730K
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1.12K+ 2.0% |
$131K - $166K
|
57.3K
$8.68M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.1K- 12.51% |
$594K - $752K
|
35.7K
$5.41M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-201- 4.88% |
$23.4K - $29.7K
|
3.92K
$593K
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.07% |
$8.96K - $11.4K
|
7.27K
$1.1M
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
1.08K+ 19.95% |
$126K - $159K
|
6.5K
$985K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-363- 8.49% |
$42.3K - $53.5K
|
3.91K
$593K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 13.18% |
$218K - $276K
|
12.3K
$1.87M
|