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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
352+ 2.09% |
$45.3K - $49.9K
|
17.2K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.33KNew |
$300K - $330K
|
2.33K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-109- 6.8% |
$14K - $15.4K
|
1.49K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.26K- 1.51% |
$162K - $178K
|
82.1K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-45.3K- 83.69% |
$5.83M - $6.41M
|
8.82K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
232+ 14.32% |
$29.9K - $32.9K
|
1.85K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.3% |
$129 - $142
|
331
$50.2K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
235New |
$30.3K - $33.3K
|
235
$35.6K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.71K- 23.34% |
$220K - $242K
|
5.61K
$850K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
112New |
$14.4K - $15.9K
|
112
$17K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.32K+ 166.58% |
$1.2M - $1.32M
|
14.9K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-184- 15.94% |
$23.7K - $26.1K
|
970
$147K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
84.7KNew |
$10.9M - $12M
|
84.7K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-63- 25.93% |
$8.11K - $8.93K
|
180
$27.3K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 84.62% |
$1.42K - $1.56K
|
24
$3.64K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-41- 45.05% |
$5.28K - $5.81K
|
50
$7.58K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-45- 0.79% |
$5.8K - $6.38K
|
5.68K
$861K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-50- 43.1% |
$6.44K - $7.08K
|
66
$10K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.31% |
$1.42K - $1.56K
|
3.57K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.75KNew |
$225K - $248K
|
1.75K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-142- 7.92% |
$18.3K - $20.1K
|
1.65K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 3.97% |
$7.73K - $8.5K
|
1.45K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$15.2K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
150New |
$19.3K - $21.3K
|
150
$22.7K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
55.4KNew |
$7.13M - $7.85M
|
55.4K
$8.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.32K- 16.71% |
$170K - $187K
|
6.59K
$999K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-107- 0.8% |
$13.8K - $15.2K
|
13.3K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Trium Capital LLP
London, X0 |
BUY
|
PUT |
174KNew |
$22.3M - $24.6M
|
174K
$26.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58- 55.77% |
$7.47K - $8.22K
|
46
$6.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.66K- 49.83% |
$214K - $235K
|
1.67K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
97+ 7.64% |
$12.5K - $13.7K
|
1.37K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.77K+ 20.09% |
$228K - $251K
|
10.6K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
14.7KNew |
$1.89M - $2.08M
|
14.7K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
657New |
$84.6K - $93.1K
|
657
$99.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 0.39% |
$2.19K - $2.41K
|
4.36K
$661K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-416- 1.09% |
$53.6K - $58.9K
|
37.6K
$5.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-38- 97.44% |
$4.89K - $5.38K
|
1
$152
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
110+ 4.96% |
$14.2K - $15.6K
|
2.33K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-415- 0.76% |
$53.4K - $58.8K
|
53.9K
$8.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.03KNew |
$261K - $287K
|
2.03K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
15+ 0.41% |
$1.93K - $2.13K
|
3.72K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
199+ 1.09% |
$25.6K - $28.2K
|
18.4K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 0.49% |
$129 - $142
|
204
$30.9K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.66KNew |
$214K - $235K
|
1.66K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 18.9% |
$148K - $163K
|
7.23K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-103- 4.61% |
$13.3K - $14.6K
|
2.13K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.43% |
$129 - $142
|
236
$35.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
425+ 5.54% |
$54.7K - $60.2K
|
8.09K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
10New |
$1.29K - $1.42K
|
10
$1.52K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-35- 1.59% |
$4.51K - $4.96K
|
2.17K
$328K
|