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 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
250+ 52.19% |
$29.1K - $36.9K
|
729
$111K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
42.7K+ 140.19% |
$4.98M - $6.31M
|
73.2K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
103+ 3.13% |
$12K - $15.2K
|
3.39K
$514K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-4.35K- 2.59% |
$507K - $642K
|
164K
$24.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.47KNew |
$171K - $217K
|
1.47K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-199- 7.24% |
$23.2K - $29.4K
|
2.55K
$387K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
11.2K+ 279.27% |
$1.3M - $1.65M
|
15.2K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
160+ 2.07% |
$18.6K - $23.6K
|
7.9K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
355+ 11.0% |
$41.3K - $52.4K
|
3.58K
$543K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-58- 1.24% |
$6.75K - $8.56K
|
4.62K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.6K+ 2.75% |
$186K - $235K
|
59.7K
$9.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.32K+ 3.13% |
$153K - $194K
|
43.5K
$6.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.61K- 8.22% |
$188K - $238K
|
18K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
61+ 0.19% |
$7.1K - $9K
|
31.5K
$4.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-261- 3.95% |
$30.4K - $38.5K
|
6.34K
$961K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
82+ 0.97% |
$9.55K - $12.1K
|
8.55K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.68KNew |
$311K - $395K
|
2.68K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-23- 6.85% |
$2.68K - $3.39K
|
313
$47.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.32K- 2.2% |
$154K - $195K
|
58.7K
$8.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-37- 1.53% |
$4.31K - $5.46K
|
2.38K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
416+ 2.02% |
$48.4K - $61.4K
|
21K
$3.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.3K- 12.07% |
$152K - $192K
|
9.5K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-471- 26.75% |
$54.8K - $69.5K
|
1.29K
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.15K- 10.11% |
$251K - $318K
|
19.1K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.39KNew |
$162K - $205K
|
1.39K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-520- 0.87% |
$60.5K - $76.7K
|
59.4K
$9.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
250+ 23.95% |
$29.1K - $36.9K
|
1.29K
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-222- 2.65% |
$25.8K - $32.7K
|
8.16K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-3- 2.63% |
$349 - $443
|
111
$16.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
23.2KNew |
$2.7M - $3.42M
|
23.2K
$3.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-200- 12.73% |
$23.3K - $29.5K
|
1.37K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.04K- 6.06% |
$237K - $300K
|
31.6K
$4.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.79K+ 5.69% |
$209K - $265K
|
33.3K
$5.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-41- 1.83% |
$4.77K - $6.05K
|
2.2K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-493- 2.01% |
$57.4K - $72.7K
|
24.1K
$3.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.15K- 4.8% |
$134K - $170K
|
22.8K
$3.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
63+ 1.71% |
$7.33K - $9.29K
|
3.75K
$568K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-161- 45.22% |
$18.7K - $23.8K
|
195
$29.6K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
212+ 6.04% |
$24.7K - $31.3K
|
3.72K
$564K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-239- 0.88% |
$27.8K - $35.3K
|
26.8K
$4.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.25K+ 5.72% |
$495K - $627K
|
78.6K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-11- 1.65% |
$1.28K - $1.62K
|
655
$99.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-649- 7.68% |
$75.6K - $95.7K
|
7.8K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
105KNew |
$12.2M - $15.4M
|
105K
$15.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-39- 1.28% |
$4.54K - $5.75K
|
3.01K
$457K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
241+ 5.17% |
$28.1K - $35.6K
|
4.91K
$744K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
41.1KNew |
$4.79M - $6.07M
|
41.1K
$6.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.22K- 3.55% |
$142K - $180K
|
33.1K
$5.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.84K- 73.6% |
$564K - $714K
|
1.74K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
128+ 1.27% |
$14.9K - $18.9K
|
10.2K
$1.55M
|