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
|
Fifth Third Bancorp
|
BUY
|
- |
80.6K+ 81.46% |
$10.4M - $11.4M
|
180K
$26.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.6KNew |
$205K - $226K
|
1.6K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-180- 8.88% |
$23.2K - $25.5K
|
1.85K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.22% |
$644 - $708
|
2.29K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.34K- 63.61% |
$559K - $615K
|
2.48K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.4K+ 117.61% |
$825K - $907K
|
11.8K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.61K- 5.4% |
$594K - $654K
|
80.9K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15- 1.63% |
$1.93K - $2.13K
|
908
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 2.24% |
$270K - $297K
|
91.2K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
143+ 0.41% |
$18.4K - $20.3K
|
34.7K
$5.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
42.1KNew |
$5.43M - $5.97M
|
42.1K
$6.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.66K+ 5.11% |
$214K - $235K
|
34.2K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
6.28K+ 5.6% |
$809K - $890K
|
118K
$17.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
290+ 166.67% |
$37.3K - $41.1K
|
464
$68.6K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1- 0.04% |
$129 - $142
|
2.4K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.28% |
$3.73K - $4.11K
|
2.29K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
807+ 22.91% |
$104K - $114K
|
4.33K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
473+ 20.46% |
$60.9K - $67K
|
2.79K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-985- 9.13% |
$127K - $140K
|
9.8K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-232- 0.54% |
$29.9K - $32.9K
|
42.6K
$6.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-7.09K- 52.86% |
$913K - $1M
|
6.32K
$935K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.78KNew |
$487K - $535K
|
3.78K
$559K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-15- 0.26% |
$1.93K - $2.13K
|
5.67K
$839K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-482- 23.45% |
$62.1K - $68.3K
|
1.57K
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.38K- 40.36% |
$177K - $195K
|
2.04K
$301K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
183+ 3.13% |
$23.6K - $25.9K
|
6.04K
$893K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.94K+ 16.42% |
$636K - $700K
|
35K
$5.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
250+ 4.07% |
$32.2K - $35.4K
|
6.39K
$945K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.85KNew |
$239K - $263K
|
1.85K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15New |
$1.93K - $2.13K
|
15
$2.22K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.22% |
$644 - $708
|
2.25K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.67K- 5.37% |
$344K - $379K
|
47.1K
$6.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
93+ 1.36% |
$12K - $13.2K
|
6.94K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-838- 2.28% |
$108K - $119K
|
35.9K
$5.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-21- 0.18% |
$2.7K - $2.98K
|
11.4K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$129 - $142
|
476
$70.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-21.8K- 53.77% |
$2.8M - $3.09M
|
18.7K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
45KNew |
$5.8M - $6.38M
|
45K
$6.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
79New |
$10.2K - $11.2K
|
79
$11.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$258 - $283
|
2
$296
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
38.4KNew |
$4.95M - $5.44M
|
38.4K
$5.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.55KNew |
$328K - $361K
|
2.55K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
28KNew |
$3.61M - $3.97M
|
28K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
523+ 2.51% |
$67.4K - $74.1K
|
21.4K
$3.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 4.62% |
$419K - $461K
|
73.6K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.71KNew |
$220K - $242K
|
1.71K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1+ 0.0% |
$129 - $142
|
23K
$3.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.53K- 36.27% |
$326K - $359K
|
4.45K
$658K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-160- 2.28% |
$20.6K - $22.7K
|
6.85K
$1.01M
|