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 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-3- 0.1% |
$349 - $443
|
2.95K
$446K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
87+ 8.54% |
$10.1K - $12.8K
|
1.11K
$168K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.22% |
$116 - $148
|
460
$69.7K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
324+ 0.45% |
$37.7K - $47.8K
|
72.9K
$11M
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-80- 3.34% |
$9.31K - $11.8K
|
2.32K
$351K
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-45- 0.65% |
$5.24K - $6.64K
|
6.87K
$1.04M
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-324- 2.62% |
$37.7K - $47.8K
|
12K
$1.82M
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
30+ 0.43% |
$3.49K - $4.43K
|
6.97K
$1.06M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.01K+ 258.39% |
$466K - $591K
|
5.56K
$842K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-161- 11.82% |
$18.7K - $23.8K
|
1.2K
$182K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.39KNew |
$162K - $205K
|
1.39K
$211K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-30- 0.9% |
$3.49K - $4.43K
|
3.3K
$500K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-26- 0.17% |
$3.03K - $3.84K
|
15.1K
$2.29M
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
BUY
|
- |
1.61K+ 26.92% |
$187K - $237K
|
7.58K
$1.15M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-439- 7.03% |
$51.1K - $64.8K
|
5.8K
$880K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.82K- 12.38% |
$328K - $416K
|
20K
$3.02M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-9- 0.07% |
$1.05K - $1.33K
|
12.9K
$1.96M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.26K- 3.64% |
$962K - $1.22M
|
219K
$33.2M
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.27KNew |
$264K - $334K
|
2.27K
$344K
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-107- 37.28% |
$12.5K - $15.8K
|
180
$27.3K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
89.3KNew |
$10.4M - $13.2M
|
89.3K
$13.5M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$1.16K - $1.48K
|
1.79K
$272K
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
93+ 4.45% |
$10.8K - $13.7K
|
2.18K
$331K
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
9.19KNew |
$1.07M - $1.36M
|
9.19K
$1.39M
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
294+ 6.73% |
$34.2K - $43.4K
|
4.66K
$707K
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.39KNew |
$278K - $352K
|
2.39K
$362K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
661+ 13.16% |
$77K - $97.5K
|
5.68K
$862K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
252+ 11.3% |
$29.3K - $37.2K
|
2.48K
$376K
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-665- 1.05% |
$77.4K - $98.1K
|
62.9K
$9.53M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.18K+ 51.9% |
$254K - $322K
|
6.38K
$967K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.21K- 1.75% |
$141K - $178K
|
68K
$10.3M
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-803- 3.03% |
$93.5K - $118K
|
25.7K
$3.89M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.23% |
$116 - $148
|
443
$67.1K
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20+ 0.92% |
$2.33K - $2.95K
|
2.19K
$331K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.88K- 15.38% |
$335K - $425K
|
15.8K
$2.4M
|
|
Jul 16, 2025
Q2 2025
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
14.5KNew |
$1.68M - $2.13M
|
14.5K
$2.19M
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-636- 4.56% |
$74K - $93.8K
|
13.3K
$2.02M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 0.39% |
$4.07K - $5.16K
|
9K
$1.36M
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
123+ 0.62% |
$14.3K - $18.1K
|
19.9K
$3.02M
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-505- 2.48% |
$58.8K - $74.5K
|
19.8K
$3.01M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35+ 9.36% |
$4.07K - $5.16K
|
409
$62K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.33% |
$116 - $148
|
76
$11.5K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.41KNew |
$164K - $208K
|
1.41K
$213K
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
294+ 0.38% |
$34.2K - $43.4K
|
78.1K
$11.8M
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-120- 1.28% |
$14K - $17.7K
|
9.28K
$1.41M
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 1.6% |
$46K - $58.3K
|
25.1K
$3.8M
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-77- 41.62% |
$8.96K - $11.4K
|
108
$16.4K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-385- 23.63% |
$44.8K - $56.8K
|
1.24K
$189K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-264- 13.79% |
$30.7K - $38.9K
|
1.65K
$250K
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.29% |
$233 - $295
|
694
$105K
|