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 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.44% |
$258 - $283
|
459
$64.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.1K+ 44.34% |
$270K - $297K
|
6.82K
$964K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-175- 2.25% |
$22.5K - $24.8K
|
7.61K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-41- 0.48% |
$5.28K - $5.81K
|
8.45K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-99- 3.28% |
$12.7K - $14K
|
2.92K
$412K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
24.6K+ 1041.9% |
$3.17M - $3.49M
|
27K
$3.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-415- 19.82% |
$53.4K - $58.8K
|
1.68K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.09K- 9.82% |
$1.04M - $1.15M
|
74.3K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
138+ 10.66% |
$17.8K - $19.6K
|
1.43K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3K- 11.82% |
$386K - $425K
|
22.4K
$3.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 7.24% |
$9.79K - $10.8K
|
1.13K
$159K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.91K- 9.57% |
$375K - $412K
|
27.5K
$3.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.44K+ 29.34% |
$314K - $345K
|
10.7K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-330- 0.21% |
$42.5K - $46.8K
|
155K
$22M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
990+ 11.31% |
$127K - $140K
|
9.74K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12.8K+ 13.7% |
$1.65M - $1.81M
|
106K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.91K+ 44.71% |
$374K - $412K
|
9.4K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-982- 4.82% |
$126K - $139K
|
19.4K
$2.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
18.9K+ 107.39% |
$2.43M - $2.68M
|
36.5K
$5.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.71K- 41.96% |
$220K - $242K
|
2.36K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.88K+ 2.66% |
$242K - $267K
|
72.6K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
421+ 17.76% |
$54.2K - $59.6K
|
2.79K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.88K+ 13.67% |
$242K - $266K
|
15.6K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.22K+ 2.14% |
$157K - $173K
|
58.1K
$8.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
132+ 5.04% |
$17K - $18.7K
|
2.75K
$388K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.03K- 2.5% |
$133K - $146K
|
40.2K
$5.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
122+ 4.72% |
$15.7K - $17.3K
|
2.71K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
320+ 10.06% |
$41.2K - $45.3K
|
3.5K
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
349+ 10.87% |
$44.9K - $49.4K
|
3.56K
$503K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.6KNew |
$1.75M - $1.93M
|
13.6K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-365- 7.89% |
$47K - $51.7K
|
4.26K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.83K- 0.79% |
$236K - $260K
|
229K
$32.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 3.72% |
$6.44K - $7.08K
|
1.29K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.63K+ 13.13% |
$467K - $514K
|
31.3K
$4.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
74.2K+ 329.53% |
$9.56M - $10.5M
|
96.7K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
133+ 7.47% |
$17.1K - $18.8K
|
1.91K
$270K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.05K- 4.73% |
$135K - $149K
|
21.2K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
12+ 0.32% |
$1.55K - $1.7K
|
3.79K
$536K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.08% |
$1.29K - $1.42K
|
11.9K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-543- 4.51% |
$69.9K - $76.9K
|
11.5K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.6K+ 8.99% |
$334K - $368K
|
31.5K
$4.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
13.6KNew |
$1.76M - $1.93M
|
13.6K
$1.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
185+ 4.13% |
$23.8K - $26.2K
|
4.67K
$659K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-488- 8.67% |
$62.8K - $69.1K
|
5.14K
$726K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.15K- 30.75% |
$535K - $588K
|
9.36K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
15.9K+ 296.81% |
$2.05M - $2.26M
|
21.3K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-306- 10.23% |
$39.4K - $43.4K
|
2.69K
$380K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
11+ 0.32% |
$1.42K - $1.56K
|
3.41K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-248- 5.73% |
$31.9K - $35.1K
|
4.08K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.82K- 40.8% |
$234K - $257K
|
2.63K
$372K
|