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
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
183+ 3.13% |
$23.6K - $25.9K
|
6.04K
$915K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15New |
$1.93K - $2.13K
|
15
$2.27K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$15.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-838- 2.28% |
$108K - $119K
|
35.9K
$5.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.21% |
$129 - $142
|
476
$72.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
45KNew |
$5.8M - $6.38M
|
45K
$6.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
79New |
$10.2K - $11.2K
|
79
$12K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
38.4KNew |
$4.95M - $5.44M
|
38.4K
$5.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
28KNew |
$3.61M - $3.97M
|
28K
$4.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.71KNew |
$220K - $242K
|
1.71K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
15.6KNew |
$2.01M - $2.21M
|
15.6K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
268+ 8.39% |
$34.5K - $38K
|
3.46K
$525K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-194- 3.97% |
$25K - $27.5K
|
4.7K
$712K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.84KNew |
$366K - $402K
|
2.84K
$431K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.93KNew |
$763K - $840K
|
5.93K
$898K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
88+ 35.63% |
$11.3K - $12.5K
|
335
$50.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.54% |
$129 - $142
|
187
$28.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$901 - $992
|
7
$1.06K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.56KNew |
$206K - $225K
|
1.56K
$236K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
852+ 5.96% |
$112K - $123K
|
15.1K
$2.29M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.13K- 61.08% |
$545K - $595K
|
2.63K
$399K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80.3K+ 103.36% |
$10.6M - $11.6M
|
158K
$23.9M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
261New |
$34.4K - $37.6K
|
261
$39.6K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$395 - $432
|
3
$455
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.93KNew |
$254K - $278K
|
1.93K
$293K
|
|
|
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
$107K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-14- 20.9% |
$1.84K - $2.02K
|
53
$8.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18+ 4.58% |
$2.37K - $2.59K
|
411
$62.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.69KNew |
$618K - $675K
|
4.69K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
54KNew |
$7.12M - $7.78M
|
54K
$8.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
300KNew |
$39.5M - $43.2M
|
300K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-236- 2.28% |
$31.1K - $34K
|
10.1K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-94- 1.9% |
$12.4K - $13.5K
|
4.86K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-139- 3.64% |
$18.3K - $20K
|
3.68K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
27.5KNew |
$3.62M - $3.96M
|
27.5K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 4.0% |
$132 - $144
|
26
$3.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
17KNew |
$2.24M - $2.45M
|
17K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
250K+ 500.0% |
$32.9M - $36M
|
300K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
355KNew |
$46.8M - $51.1M
|
355K
$53.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
300KNew |
$39.5M - $43.2M
|
300K
$45.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.69KNew |
$1.01M - $1.11M
|
7.69K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
1.23KNew |
$161K - $176K
|
1.23K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
19KNew |
$2.51M - $2.74M
|
19K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$256K - $279K
|
1.94K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.75KNew |
$231K - $252K
|
1.75K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
4.75KNew |
$626K - $684K
|
4.75K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
70+ 3.58% |
$9.22K - $10.1K
|
2.03K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
15.9KNew |
$2.1M - $2.29M
|
15.9K
$2.41M
|
|