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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
218+ 17.47% |
$28.1K - $30.9K
|
1.47K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3- 7.32% |
$386 - $425
|
38
$5.62K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
166+ 3.13% |
$21.4K - $23.5K
|
5.47K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.27% |
$3.35K - $3.68K
|
9.78K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 32.5% |
$1.9M - $2.09M
|
30.7K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 10.5% |
$376K - $413K
|
30.7K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
785+ 676.72% |
$101K - $111K
|
901
$133K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-46.7K- 50.14% |
$6.01M - $6.61M
|
46.4K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
57+ 1.55% |
$7.34K - $8.08K
|
3.74K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
100+ 5.93% |
$12.9K - $14.2K
|
1.79K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
31+ 1.88% |
$3.99K - $4.39K
|
1.68K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
47.9K+ 0.79% |
$6.17M - $6.78M
|
6.13M
$906M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
10.4KNew |
$1.34M - $1.47M
|
10.4K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 3.51% |
$25.8K - $28.3K
|
5.49K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-3.29K- 27.78% |
$424K - $466K
|
8.55K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-693- 37.4% |
$89.2K - $98.2K
|
1.16K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-223- 3.76% |
$28.7K - $31.6K
|
5.71K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-825- 21.11% |
$106K - $117K
|
3.08K
$456K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.29K+ 14.54% |
$166K - $183K
|
10.2K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.69KNew |
$1.25M - $1.37M
|
9.69K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50.9K- 27.69% |
$6.55M - $7.21M
|
133K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 8.33% |
$64.4K - $70.8K
|
5.51K
$814K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-22- 1.31% |
$2.83K - $3.12K
|
1.66K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-1.77K- 50.54% |
$228K - $251K
|
1.73K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-900- 15.53% |
$116K - $128K
|
4.9K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-17K- 72.11% |
$2.19M - $2.41M
|
6.59K
$975K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.78K+ 6.18% |
$487K - $536K
|
65K
$9.61M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
431K+ 21.82% |
$55.5M - $61M
|
2.4M
$356M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
45+ 1.49% |
$5.8K - $6.38K
|
3.06K
$452K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.07K- 42.45% |
$266K - $293K
|
2.8K
$414K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 6.2% |
$174K - $191K
|
20.4K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 8.47% |
$610K - $672K
|
51.2K
$7.57M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.02K- 3.73% |
$131K - $144K
|
26.2K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12.9KNew |
$1.66M - $1.82M
|
12.9K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.8K- 0.76% |
$1.91M - $2.1M
|
1.92M
$285M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-731- 3.83% |
$94.1K - $104K
|
18.3K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
513+ 8.75% |
$66.1K - $72.7K
|
6.38K
$943K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
22.3K+ 7442.33% |
$2.88M - $3.16M
|
22.6K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.48M- 21.63% |
$191M - $210M
|
5.38M
$796M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-1.57M- 58.46% |
$203M - $223M
|
1.12M
$165M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
119+ 6.87% |
$15.3K - $16.9K
|
1.85K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.03% |
$258 - $283
|
5.87K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.15K- 1.41% |
$663K - $729K
|
359K
$53.2M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
82+ 0.26% |
$10.6K - $11.6K
|
31.8K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
77+ 1.94% |
$9.92K - $10.9K
|
4.04K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
28.7KNew |
$3.69M - $4.06M
|
28.7K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
435New |
$56K - $61.6K
|
435
$64.4K
|
|
|
May 13, 2025
Q1 2025
|
Srb Corp
Boston, MA |
BUY
|
- |
13K+ 63.34% |
$1.68M - $1.85M
|
33.6K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
951+ 22.24% |
$122K - $135K
|
5.23K
$773K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-211- 0.04% |
$27.2K - $29.9K
|
516K
$76.4M
|