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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-19- 0.87% |
$2.21K - $2.8K
|
2.16K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.36K+ 2.02% |
$158K - $200K
|
68.5K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
184+ 6.02% |
$21.4K - $27.1K
|
3.24K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
95New |
$11.1K - $14K
|
95
$14.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-41.9K- 93.01% |
$4.88M - $6.19M
|
3.15K
$478K
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-295- 10.91% |
$34.3K - $43.5K
|
2.41K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.49K+ 28.82% |
$290K - $367K
|
11.1K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.25K- 6.13% |
$146K - $185K
|
19.2K
$2.9M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
98+ 1.87% |
$11.4K - $14.5K
|
5.33K
$807K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-23- 11.92% |
$2.68K - $3.39K
|
170
$25.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.16K+ 10.76% |
$136K - $172K
|
12K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
249+ 1.17% |
$29K - $36.7K
|
21.5K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
152+ 0.58% |
$17.7K - $22.4K
|
26.3K
$3.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
521+ 0.92% |
$60.7K - $76.9K
|
57.1K
$8.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-227- 6.06% |
$26.4K - $33.5K
|
3.52K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.34K- 21.08% |
$272K - $345K
|
8.76K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.39KNew |
$161K - $204K
|
1.39K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.08K+ 22.83% |
$126K - $160K
|
5.83K
$884K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.14KNew |
$249K - $316K
|
2.14K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
104+ 3.58% |
$12.1K - $15.3K
|
3.01K
$456K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
114+ 1.73% |
$13.3K - $16.8K
|
6.69K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-16.5K- 89.24% |
$1.93M - $2.44M
|
2K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.5KNew |
$175K - $221K
|
1.5K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.09K+ 18.85% |
$593K - $751K
|
32.1K
$4.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.61K- 0.88% |
$303K - $384K
|
293K
$44.4M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.06K- 41.14% |
$822K - $1.04M
|
10.1K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 3.03% |
$116 - $148
|
34
$5.15K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.66KNew |
$193K - $244K
|
1.66K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
8+ 0.17% |
$931 - $1.18K
|
4.86K
$736K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1+ 0.05% |
$116 - $148
|
2.09K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
631+ 14.68% |
$73.5K - $93.1K
|
4.93K
$747K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-576- 27.07% |
$67.1K - $85K
|
1.55K
$235K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.19% |
$466 - $590
|
2.14K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10K- 43.82% |
$1.17M - $1.48M
|
12.9K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14.2K- 51.92% |
$1.66M - $2.1M
|
13.2K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.49K- 8.39% |
$523K - $663K
|
49.1K
$7.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
262+ 1.98% |
$30.5K - $38.7K
|
13.5K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1K- 19.5% |
$117K - $148K
|
4.14K
$627K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
120+ 3.31% |
$14K - $17.7K
|
3.75K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 113.75% |
$233K - $295K
|
3.76K
$570K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
9+ 0.33% |
$1.05K - $1.33K
|
2.78K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.5KNew |
$175K - $221K
|
1.5K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
95+ 6.03% |
$11.1K - $14K
|
1.67K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.12K- 7.73% |
$130K - $165K
|
13.3K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-526- 15.58% |
$61.2K - $77.6K
|
2.85K
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.55K- 1.61% |
$181K - $229K
|
95.2K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9New |
$1.05K - $1.33K
|
9
$1.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-86K- 75.78% |
$10M - $12.7M
|
27.5K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 6.0% |
$221K - $280K
|
33.6K
$5.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-119- 2.18% |
$13.9K - $17.6K
|
5.35K
$810K
|