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 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.12K- 14.0% |
$144K - $158K
|
6.85K
$968K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$129 - $142
|
2.23K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.79K- 39.08% |
$231K - $254K
|
2.8K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
350+ 3.27% |
$45.1K - $49.6K
|
11K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
100+ 3.51% |
$12.9K - $14.2K
|
2.95K
$417K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
19.8KNew |
$2.54M - $2.8M
|
19.8K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.25K- 34.84% |
$1.06M - $1.17M
|
15.4K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-241- 8.3% |
$31K - $34.1K
|
2.66K
$376K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
174+ 3.18% |
$22.4K - $24.7K
|
5.64K
$797K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
80.6K+ 81.46% |
$10.4M - $11.4M
|
180K
$25.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.6KNew |
$205K - $226K
|
1.6K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-180- 8.88% |
$23.2K - $25.5K
|
1.85K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.22% |
$644 - $708
|
2.29K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.34K- 63.61% |
$559K - $615K
|
2.48K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1.9K- 22.57% |
$244K - $268K
|
6.5K
$919K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.03K- 8.11% |
$391K - $430K
|
34.4K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-28- 0.18% |
$3.61K - $3.97K
|
15.6K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-8.37K- 51.61% |
$1.08M - $1.19M
|
7.84K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-145- 3.78% |
$18.7K - $20.5K
|
3.69K
$521K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.79KNew |
$230K - $253K
|
1.79K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.4K+ 117.61% |
$825K - $907K
|
11.8K
$1.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.61K- 5.4% |
$594K - $654K
|
80.9K
$11.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
59.7K+ 44.04% |
$7.69M - $8.46M
|
195K
$27.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15- 1.63% |
$1.93K - $2.13K
|
908
$128K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 2.24% |
$270K - $297K
|
91.2K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
143+ 0.41% |
$18.4K - $20.3K
|
34.7K
$4.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-59- 0.16% |
$7.6K - $8.36K
|
36.9K
$5.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
687+ 0.97% |
$88.5K - $97.3K
|
71.8K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
42.1KNew |
$5.43M - $5.97M
|
42.1K
$5.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
350+ 2.79% |
$45.1K - $49.6K
|
12.9K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.66K+ 5.11% |
$214K - $235K
|
34.2K
$4.83M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
6.28K+ 5.6% |
$809K - $890K
|
118K
$16.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
290+ 166.67% |
$37.3K - $41.1K
|
464
$65.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-136- 0.23% |
$17.5K - $19.3K
|
60K
$8.48M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1- 0.04% |
$129 - $142
|
2.4K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.98K- 29.04% |
$512K - $564K
|
9.72K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.61K- 8.55% |
$594K - $653K
|
49.3K
$6.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 19.27% |
$174K - $192K
|
8.38K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.28% |
$3.73K - $4.11K
|
2.29K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
1.62KNew |
$209K - $230K
|
1.62K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
807+ 22.91% |
$104K - $114K
|
4.33K
$612K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-501- 0.94% |
$64.5K - $71K
|
52.9K
$7.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
473+ 20.46% |
$60.9K - $67K
|
2.79K
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-985- 9.13% |
$127K - $140K
|
9.8K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-232- 0.54% |
$29.9K - $32.9K
|
42.6K
$6.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.04K+ 9.78% |
$649K - $714K
|
56.6K
$8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-62.3K- 99.24% |
$8.02M - $8.83M
|
479
$67.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-7.09K- 52.86% |
$913K - $1M
|
6.32K
$893K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.78KNew |
$487K - $535K
|
3.78K
$534K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-15- 0.26% |
$1.93K - $2.13K
|
5.67K
$801K
|