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 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
15.6KNew |
$2.01M - $2.21M
|
15.6K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-132- 6.65% |
$17K - $18.7K
|
1.85K
$274K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.59KNew |
$462K - $508K
|
3.59K
$531K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
268+ 8.39% |
$34.5K - $38K
|
3.46K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-194- 3.97% |
$25K - $27.5K
|
4.7K
$695K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.84KNew |
$366K - $402K
|
2.84K
$420K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-176- 7.52% |
$22.7K - $24.9K
|
2.17K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.93KNew |
$763K - $840K
|
5.93K
$877K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-444- 0.41% |
$57.2K - $62.9K
|
107K
$15.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.1K- 26.96% |
$1.94M - $2.13M
|
40.8K
$6.03M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35- 8.56% |
$4.51K - $4.96K
|
374
$55.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-92.4K- 70.49% |
$11.9M - $13.1M
|
38.7K
$5.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
88+ 35.63% |
$11.3K - $12.5K
|
335
$49.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.1K+ 62.71% |
$142K - $156K
|
2.85K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-363- 2.96% |
$46.7K - $51.4K
|
11.9K
$1.76M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.13K+ 60.54% |
$274K - $301K
|
5.64K
$834K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.68% |
$1.8K - $1.98K
|
2.07K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.54% |
$129 - $142
|
187
$27.7K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
141+ 6.91% |
$18.2K - $20K
|
2.18K
$323K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.46K- 40.63% |
$188K - $206K
|
2.13K
$315K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$901 - $992
|
7
$1.04K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.41K- 38.58% |
$317K - $347K
|
3.83K
$567K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.9K+ 16.28% |
$250K - $273K
|
13.5K
$2M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.2K- 18.7% |
$10.8M - $11.8M
|
357K
$52.9M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
15.4KNew |
$2.03M - $2.22M
|
15.4K
$2.28M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
16New |
$2.11K - $2.3K
|
16
$2.37K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.98KNew |
$787K - $860K
|
5.98K
$884K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
261New |
$34.4K - $37.6K
|
261
$38.6K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
15.3KNew |
$2.02M - $2.21M
|
15.3K
$2.27M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$395 - $432
|
3
$444
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.93KNew |
$254K - $278K
|
1.93K
$286K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-18Closed |
$2.37K - $2.59K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
705New |
$92.9K - $102K
|
705
$104K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-159- 33.4% |
$20.9K - $22.9K
|
317
$46.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-14- 20.9% |
$1.84K - $2.02K
|
53
$7.84K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.23K- 6.09% |
$689K - $752K
|
80.6K
$11.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
2.38K+ 17.3% |
$314K - $343K
|
16.2K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
96.5KNew |
$12.7M - $13.9M
|
96.5K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18+ 4.58% |
$2.37K - $2.59K
|
411
$60.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.69KNew |
$618K - $675K
|
4.69K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
54KNew |
$7.12M - $7.78M
|
54K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
300KNew |
$39.5M - $43.2M
|
300K
$44.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-236- 2.28% |
$31.1K - $34K
|
10.1K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-94- 1.9% |
$12.4K - $13.5K
|
4.86K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-139- 3.64% |
$18.3K - $20K
|
3.68K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.5KNew |
$3.62M - $3.96M
|
27.5K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 4.0% |
$132 - $144
|
26
$3.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.46K+ 36.37% |
$193K - $211K
|
5.49K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
17KNew |
$2.24M - $2.45M
|
17K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$2.55M - $2.79M
|
19.4K
$2.86M
|
|