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 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$264K - $335K
|
2.27K
$336K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.8K+ 3.57% |
$442K - $560K
|
110K
$16.3M
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.06% |
$349 - $443
|
5.16K
$763K
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-5.03K- 21.58% |
$586K - $742K
|
18.3K
$2.71M
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-921- 26.4% |
$107K - $136K
|
2.57K
$380K
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-4.63K- 2.02% |
$539K - $683K
|
224K
$33.2M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-39.6K- 80.4% |
$4.61M - $5.85M
|
9.66K
$1.43M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-226- 3.48% |
$26.3K - $33.3K
|
6.28K
$928K
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-160- 0.43% |
$18.6K - $23.6K
|
36.7K
$5.44M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.36KNew |
$159K - $201K
|
1.36K
$202K
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-24- 1.48% |
$2.79K - $3.54K
|
1.6K
$236K
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
234+ 11.02% |
$27.2K - $34.5K
|
2.36K
$349K
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-124- 0.22% |
$14.4K - $18.3K
|
56.5K
$8.35M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-15.8K- 69.43% |
$1.83M - $2.32M
|
6.94K
$1.03M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-256- 3.74% |
$29.8K - $37.8K
|
6.6K
$976K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
243+ 3.74% |
$28.3K - $35.8K
|
6.75K
$998K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
239+ 21.13% |
$27.8K - $35.3K
|
1.37K
$203K
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
81+ 0.6% |
$9.43K - $11.9K
|
13.6K
$2M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-86- 2.95% |
$10K - $12.7K
|
2.83K
$419K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-834- 4.73% |
$97.1K - $123K
|
16.8K
$2.49M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.35K+ 3.73% |
$157K - $199K
|
37.5K
$5.54M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
70+ 2.16% |
$8.15K - $10.3K
|
3.32K
$491K
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-195- 8.55% |
$22.7K - $28.8K
|
2.09K
$309K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.17K+ 12.07% |
$137K - $173K
|
10.9K
$1.61M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 27.82% |
$4.31K - $5.46K
|
170
$25.1K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.86K+ 154.53% |
$449K - $569K
|
6.35K
$940K
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
566+ 1.38% |
$65.9K - $83.5K
|
41.6K
$6.15M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $148
|
2.24K
$331K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 1.4% |
$815 - $1.03K
|
507
$75K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
182+ 39.91% |
$21.2K - $26.8K
|
638
$94.4K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-85- 10.56% |
$9.9K - $12.5K
|
720
$107K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.28K- 11.65% |
$149K - $189K
|
9.71K
$1.44M
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.89K+ 160.44% |
$336K - $426K
|
4.69K
$694K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-4.81K- 22.61% |
$560K - $710K
|
16.5K
$2.44M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-466- 92.46% |
$54.3K - $68.7K
|
38
$5.62K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-140K- 92.03% |
$16.3M - $20.6M
|
12.1K
$1.79M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-10K- 77.85% |
$1.17M - $1.48M
|
2.85K
$422K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
257+ 0.49% |
$29.9K - $37.9K
|
53.1K
$7.86M
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-48- 18.46% |
$5.59K - $7.08K
|
212
$31.4K
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.18K- 20.37% |
$370K - $468K
|
12.4K
$1.84M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
159+ 1.33% |
$18.5K - $23.5K
|
12.1K
$1.79M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.39K+ 73.12% |
$161K - $205K
|
3.28K
$486K
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-2.84K- 43.51% |
$330K - $419K
|
3.68K
$545K
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.39KNew |
$162K - $206K
|
1.39K
$206K
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.71K- 7.22% |
$315K - $400K
|
34.8K
$5.15M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-141- 6.48% |
$16.4K - $20.8K
|
2.04K
$301K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
293+ 16.4% |
$34.1K - $43.2K
|
2.08K
$308K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-122- 0.64% |
$14.2K - $18K
|
19K
$2.81M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
214+ 1.74% |
$24.9K - $31.6K
|
12.5K
$1.86M
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.46KNew |
$169K - $215K
|
1.46K
$215K
|