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 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$10.6K - $11.6K
|
82
$12.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25New |
$3.22K - $3.54K
|
25
$3.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
84New |
$10.8K - $11.9K
|
84
$12.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.51KNew |
$581K - $639K
|
4.51K
$684K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
96+ 3.13% |
$12.4K - $13.6K
|
3.17K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
8New |
$1.03K - $1.13K
|
8
$1.21K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
459+ 325.53% |
$59.1K - $65K
|
600
$90.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-695- 1.88% |
$89.5K - $98.5K
|
36.3K
$5.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
20+ 0.23% |
$2.58K - $2.83K
|
8.58K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
25+ 1.01% |
$3.22K - $3.54K
|
2.5K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-76- 2.63% |
$9.79K - $10.8K
|
2.81K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.63K- 20.87% |
$339K - $373K
|
9.98K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
50+ 0.49% |
$6.44K - $7.08K
|
10.3K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-473- 0.94% |
$60.9K - $67K
|
50.1K
$7.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.58KNew |
$203K - $223K
|
1.58K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-575- 2.83% |
$74K - $81.5K
|
19.7K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.58KNew |
$332K - $365K
|
2.58K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-4.39K- 5.25% |
$565K - $621K
|
79.2K
$12M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.67K- 88.09% |
$215K - $237K
|
226
$34.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-96- 8.34% |
$12.4K - $13.6K
|
1.06K
$160K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 0.31% |
$1.8K - $1.98K
|
4.54K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 22.04% |
$17.3K - $19K
|
474
$71.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-300- 66.67% |
$38.6K - $42.5K
|
150
$22.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.04KNew |
$263K - $289K
|
2.04K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 53.19% |
$3.22K - $3.54K
|
72
$10.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-135- 7.81% |
$17.4K - $19.1K
|
1.59K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.13% |
$258 - $283
|
1.6K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$15.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-154- 5.98% |
$19.8K - $21.8K
|
2.42K
$367K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.66K- 42.67% |
$343K - $377K
|
3.58K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-185K- 16.69% |
$23.8M - $26.2M
|
924K
$140M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
82+ 103.8% |
$10.6K - $11.6K
|
161
$24.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
129New |
$16.6K - $18.3K
|
129
$19.6K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
51+ 3.21% |
$6.57K - $7.23K
|
1.64K
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.98KNew |
$513K - $564K
|
3.98K
$603K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 6.17% |
$16.1K - $17.7K
|
1.9K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-75- 1.16% |
$9.66K - $10.6K
|
6.38K
$966K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-175- 2.25% |
$22.5K - $24.8K
|
7.61K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-415- 19.82% |
$53.4K - $58.8K
|
1.68K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3K- 11.82% |
$386K - $425K
|
22.4K
$3.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 7.24% |
$9.79K - $10.8K
|
1.13K
$171K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.88K+ 13.67% |
$242K - $266K
|
15.6K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
320+ 10.06% |
$41.2K - $45.3K
|
3.5K
$531K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
349+ 10.87% |
$44.9K - $49.4K
|
3.56K
$540K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
13.6KNew |
$1.76M - $1.93M
|
13.6K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
185+ 4.13% |
$23.8K - $26.2K
|
4.67K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.79K- 39.08% |
$231K - $254K
|
2.8K
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15- 1.63% |
$1.93K - $2.13K
|
908
$138K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
290+ 166.67% |
$37.3K - $41.1K
|
464
$70.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-7.09K- 52.86% |
$913K - $1M
|
6.32K
$958K
|