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 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
50+ 0.49% |
$6.44K - $7.08K
|
10.3K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.49K+ 56.81% |
$321K - $353K
|
6.88K
$973K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-473- 0.94% |
$60.9K - $67K
|
50.1K
$7.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.6K+ 6.09% |
$335K - $368K
|
45.3K
$6.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.58KNew |
$203K - $223K
|
1.58K
$223K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-153- 6.24% |
$19.7K - $21.7K
|
2.3K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.75K- 49.96% |
$869K - $956K
|
6.76K
$955K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.77K- 4.32% |
$228K - $251K
|
39.2K
$5.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.23% |
$129 - $142
|
442
$62.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-575- 2.83% |
$74K - $81.5K
|
19.7K
$2.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-16.6K- 46.94% |
$2.14M - $2.35M
|
18.8K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.58KNew |
$332K - $365K
|
2.58K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-47.4K- 54.38% |
$6.1M - $6.71M
|
39.8K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
139+ 0.38% |
$17.9K - $19.7K
|
36.9K
$5.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-260- 1.92% |
$33.5K - $36.8K
|
13.3K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.3% |
$258 - $283
|
666
$94.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.1K- 11.03% |
$2.07M - $2.28M
|
130K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.5KNew |
$321K - $354K
|
2.5K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-4.39K- 5.25% |
$565K - $621K
|
79.2K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
6.03KNew |
$777K - $854K
|
6.03K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-146- 3.59% |
$18.8K - $20.7K
|
3.92K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.78K+ 16.8% |
$616K - $678K
|
33.2K
$4.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
35+ 1.99% |
$4.51K - $4.96K
|
1.79K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.45K+ 1.64% |
$187K - $206K
|
90.1K
$12.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-500- 13.97% |
$64.4K - $70.8K
|
3.08K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.01K+ 54.54% |
$258K - $284K
|
5.68K
$803K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.67K- 88.09% |
$215K - $237K
|
226
$31.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.85K+ 18.71% |
$1.01M - $1.11M
|
49.8K
$7.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-18.9K- 28.57% |
$2.43M - $2.67M
|
47.2K
$6.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-96- 8.34% |
$12.4K - $13.6K
|
1.06K
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
639+ 40.14% |
$82.3K - $90.5K
|
2.23K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 0.31% |
$1.8K - $1.98K
|
4.54K
$642K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
492+ 3.53% |
$63.4K - $69.7K
|
14.4K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.07K+ 11.14% |
$137K - $151K
|
10.6K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 200.0% |
$12.9K - $14.2K
|
150
$21.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.32K+ 151.85% |
$427K - $470K
|
5.5K
$778K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 22.04% |
$17.3K - $19K
|
474
$67K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
108+ 5.45% |
$13.9K - $15.3K
|
2.09K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-116- 10.22% |
$14.9K - $16.4K
|
1.02K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
901+ 2.13% |
$116K - $128K
|
43.1K
$6.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-109- 2.02% |
$14K - $15.4K
|
5.29K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-300- 66.67% |
$38.6K - $42.5K
|
150
$21.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.04KNew |
$263K - $289K
|
2.04K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 117.84% |
$2.33M - $2.56M
|
33.4K
$4.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.41K- 93.99% |
$181K - $199K
|
90
$12.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-132- 1.01% |
$17K - $18.7K
|
12.9K
$1.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-47- 0.08% |
$6.05K - $6.66K
|
57.9K
$8.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.49K+ 19.05% |
$191K - $211K
|
9.29K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 53.19% |
$3.22K - $3.54K
|
72
$10.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.61K- 79.02% |
$336K - $369K
|
692
$97.8K
|