Purchases and Sales Made in Q1 2025 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q1 2025. The information is specifically focused on institutions that hold shares of INDUSTRIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
119+ 6.87% |
$15.3K - $16.9K
|
1.85K
$274K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
118+ 5.14% |
$15.2K - $16.7K
|
2.41K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
118+ 3.8% |
$15.2K - $16.7K
|
3.23K
$477K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
117+ 130.0% |
$15.1K - $16.6K
|
207
$30.6K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
116+ 4.34% |
$14.9K - $16.4K
|
2.79K
$413K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
112New |
$14.4K - $15.9K
|
112
$16.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
110+ 1.85% |
$14.2K - $15.6K
|
6.06K
$897K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
110+ 4.96% |
$14.2K - $15.6K
|
2.33K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
108+ 5.45% |
$13.9K - $15.3K
|
2.09K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
108+ 2.77% |
$13.9K - $15.3K
|
4K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
104+ 19.05% |
$13.4K - $14.7K
|
650
$96.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
100+ 3.51% |
$12.9K - $14.2K
|
2.95K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100+ 200.0% |
$12.9K - $14.2K
|
150
$22.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 113.64% |
$12.9K - $14.2K
|
188
$27.8K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$14.8K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
100+ 5.93% |
$12.9K - $14.2K
|
1.79K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
99+ 1.45% |
$12.7K - $14K
|
6.91K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
97+ 7.64% |
$12.5K - $13.7K
|
1.37K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
96+ 3.13% |
$12.4K - $13.6K
|
3.17K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
94+ 2.25% |
$12.1K - $13.3K
|
4.28K
$632K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
93+ 1.36% |
$12K - $13.2K
|
6.94K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
89+ 0.65% |
$11.5K - $12.6K
|
13.8K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
88+ 35.63% |
$11.3K - $12.5K
|
335
$49.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
86+ 2.36% |
$11.1K - $12.2K
|
3.73K
$552K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
84New |
$10.8K - $11.9K
|
84
$12.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
82+ 103.8% |
$10.6K - $11.6K
|
161
$23.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$10.6K - $11.6K
|
82
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
82+ 0.26% |
$10.6K - $11.6K
|
31.8K
$4.7M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
80+ 3.36% |
$10.3K - $11.3K
|
2.46K
$364K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
79+ 0.21% |
$10.2K - $11.2K
|
37.5K
$5.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
79New |
$10.2K - $11.2K
|
79
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
77+ 1.94% |
$9.92K - $10.9K
|
4.04K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
77+ 0.45% |
$9.92K - $10.9K
|
17.1K
$2.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
76+ 7.24% |
$9.79K - $10.8K
|
1.13K
$167K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 8.23% |
$9.79K - $10.8K
|
999
$148K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
75+ 1.3% |
$9.66K - $10.6K
|
5.85K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
75+ 0.69% |
$9.66K - $10.6K
|
11K
$1.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
74+ 0.73% |
$9.53K - $10.5K
|
10.3K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
70+ 0.75% |
$9.01K - $9.92K
|
9.37K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
70New |
$9.01K - $9.92K
|
70
$10.4K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
68+ 1.26% |
$8.76K - $9.63K
|
5.46K
$808K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
67+ 30.45% |
$8.63K - $9.49K
|
287
$42.5K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
61+ 3.0% |
$7.86K - $8.64K
|
2.09K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
60+ 30.0% |
$7.73K - $8.5K
|
260
$38.5K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
58+ 2.86% |
$7.47K - $8.22K
|
2.09K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
57+ 1.68% |
$7.34K - $8.08K
|
3.45K
$510K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
57+ 2.61% |
$7.34K - $8.08K
|
2.24K
$331K
|