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 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-482- 23.45% |
$62.1K - $68.3K
|
1.57K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
442+ 14.51% |
$56.9K - $62.6K
|
3.49K
$493K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.38K- 40.36% |
$177K - $195K
|
2.04K
$288K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-77- 2.32% |
$9.92K - $10.9K
|
3.25K
$459K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
183+ 3.13% |
$23.6K - $25.9K
|
6.04K
$853K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.94K+ 16.42% |
$636K - $700K
|
35K
$4.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
250+ 4.07% |
$32.2K - $35.4K
|
6.39K
$902K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.85KNew |
$239K - $263K
|
1.85K
$262K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
166+ 7.85% |
$21.4K - $23.5K
|
2.28K
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15New |
$1.93K - $2.13K
|
15
$2.12K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4- 0.06% |
$515 - $567
|
6.6K
$933K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-503- 1.21% |
$64.8K - $71.3K
|
41K
$5.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.22% |
$644 - $708
|
2.25K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
225+ 1.11% |
$29K - $31.9K
|
20.6K
$2.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.67K- 5.37% |
$344K - $379K
|
47.1K
$6.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
93+ 1.36% |
$12K - $13.2K
|
6.94K
$981K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-838- 2.28% |
$108K - $119K
|
35.9K
$5.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-21- 0.18% |
$2.7K - $2.98K
|
11.4K
$1.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$129 - $142
|
476
$67.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-21.8K- 53.77% |
$2.8M - $3.09M
|
18.7K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
45KNew |
$5.8M - $6.38M
|
45K
$6.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
79New |
$10.2K - $11.2K
|
79
$11.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$258 - $283
|
2
$283
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
38.4KNew |
$4.95M - $5.44M
|
38.4K
$5.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-25- 0.66% |
$3.22K - $3.54K
|
3.77K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.55KNew |
$328K - $361K
|
2.55K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-169- 0.74% |
$21.8K - $23.9K
|
22.6K
$3.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.67K- 36.41% |
$344K - $378K
|
4.67K
$659K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-112- 4.9% |
$14.4K - $15.9K
|
2.18K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
28KNew |
$3.61M - $3.97M
|
28K
$3.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
168+ 5.58% |
$21.6K - $23.8K
|
3.18K
$450K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
523+ 2.51% |
$67.4K - $74.1K
|
21.4K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 4.62% |
$419K - $461K
|
73.6K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.95K+ 7.01% |
$1.28M - $1.41M
|
152K
$21.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
53+ 2.43% |
$6.83K - $7.51K
|
2.24K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.71KNew |
$220K - $242K
|
1.71K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.04K- 11.53% |
$391K - $430K
|
23.3K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-274- 7.18% |
$35.3K - $38.8K
|
3.54K
$500K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.0% |
$129 - $142
|
23K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-802- 63.75% |
$103K - $114K
|
456
$64.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
170+ 1.28% |
$21.9K - $24.1K
|
13.5K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.53K- 36.27% |
$326K - $359K
|
4.45K
$629K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-160- 2.28% |
$20.6K - $22.7K
|
6.85K
$968K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
15.6KNew |
$2.01M - $2.21M
|
15.6K
$2.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-132- 6.65% |
$17K - $18.7K
|
1.85K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.59KNew |
$462K - $508K
|
3.59K
$507K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
268+ 8.39% |
$34.5K - $38K
|
3.46K
$490K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
10+ 0.64% |
$1.29K - $1.42K
|
1.57K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-194- 3.97% |
$25K - $27.5K
|
4.7K
$664K
|