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 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-253- 3.08% |
$32.6K - $35.8K
|
7.97K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.27K- 1.99% |
$292K - $321K
|
111K
$15.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
353+ 3.34% |
$45.5K - $50K
|
10.9K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
117+ 130.0% |
$15.1K - $16.6K
|
207
$29.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
514+ 36.71% |
$66.2K - $72.8K
|
1.91K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
464+ 25.27% |
$59.8K - $65.7K
|
2.3K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.94K- 18.63% |
$250K - $275K
|
8.47K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-292- 3.9% |
$37.6K - $41.4K
|
7.2K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-135- 7.81% |
$17.4K - $19.1K
|
1.59K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.13% |
$258 - $283
|
1.6K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.18% |
$1.93K - $2.13K
|
8.19K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
45.1KNew |
$5.81M - $6.39M
|
45.1K
$6.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.88K- 7.89% |
$371K - $408K
|
33.6K
$4.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
53+ 1.01% |
$6.83K - $7.51K
|
5.29K
$748K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.17K+ 30.3% |
$150K - $165K
|
5.02K
$710K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 4.92% |
$386 - $425
|
64
$9.04K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 6.06% |
$12.9K - $14.2K
|
1.55K
$219K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-154- 5.98% |
$19.8K - $21.8K
|
2.42K
$342K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-61- 0.9% |
$7.86K - $8.64K
|
6.74K
$953K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 0.76% |
$16.4K - $18K
|
16.8K
$2.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.66K- 42.67% |
$343K - $377K
|
3.58K
$505K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
70+ 0.75% |
$9.01K - $9.92K
|
9.37K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
949+ 229.78% |
$122K - $134K
|
1.36K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.42K+ 22.36% |
$312K - $343K
|
13.2K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-185K- 16.69% |
$23.8M - $26.2M
|
924K
$131M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 48.79% |
$161K - $177K
|
3.81K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 12.76% |
$230K - $253K
|
15.8K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$129 - $142
|
3.29K
$465K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
82+ 103.8% |
$10.6K - $11.6K
|
161
$22.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
129New |
$16.6K - $18.3K
|
129
$18.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
854+ 1.11% |
$110K - $121K
|
77.8K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.21% |
$1.03K - $1.13K
|
3.77K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.12K- 0.93% |
$273K - $301K
|
227K
$32.1M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
51+ 3.21% |
$6.57K - $7.23K
|
1.64K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.98KNew |
$513K - $564K
|
3.98K
$563K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 6.17% |
$16.1K - $17.7K
|
1.9K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
753+ 3.16% |
$97K - $107K
|
24.6K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2K- 66.64% |
$257K - $283K
|
1K
$141K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
531+ 9.38% |
$68.4K - $75.2K
|
6.19K
$875K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.42K+ 15.07% |
$569K - $625K
|
33.7K
$4.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
117K+ 77.45% |
$15M - $16.6M
|
268K
$37.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-583- 77.22% |
$75.1K - $82.6K
|
172
$24.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-744- 2.11% |
$95.8K - $105K
|
34.5K
$4.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-75- 1.16% |
$9.66K - $10.6K
|
6.38K
$901K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-25- 0.68% |
$3.22K - $3.54K
|
3.68K
$519K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-87- 0.9% |
$11.2K - $12.3K
|
9.59K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.2K- 33.66% |
$4.02M - $4.42M
|
61.5K
$8.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-427- 2.13% |
$55K - $60.5K
|
19.6K
$2.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$644 - $708
|
1.79K
$253K
|