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 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
57+ 0.38% |
$7.34K - $8.08K
|
15.1K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
57+ 1.55% |
$7.34K - $8.08K
|
3.74K
$553K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
53+ 2.43% |
$6.83K - $7.51K
|
2.24K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
53+ 1.01% |
$6.83K - $7.51K
|
5.29K
$783K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
52+ 0.29% |
$6.7K - $7.37K
|
17.9K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
51+ 3.21% |
$6.57K - $7.23K
|
1.64K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
50+ 0.49% |
$6.44K - $7.08K
|
10.3K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
50New |
$6.44K - $7.08K
|
50
$7.4K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
50New |
$6.44K - $7.08K
|
50
$7.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
47+ 94.0% |
$6.05K - $6.66K
|
97
$14.4K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
45+ 1.49% |
$5.8K - $6.38K
|
3.06K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
42+ 0.21% |
$5.41K - $5.95K
|
20.4K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41+ 0.29% |
$5.28K - $5.81K
|
14.1K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
38+ 2.1% |
$4.89K - $5.38K
|
1.85K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
35+ 1.99% |
$4.51K - $4.96K
|
1.79K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
35+ 0.2% |
$4.51K - $4.96K
|
17.9K
$2.65M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35New |
$4.51K - $4.96K
|
35
$5.18K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
34+ 12.78% |
$4.38K - $4.82K
|
300
$44.4K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
34New |
$4.38K - $4.82K
|
34
$5.03K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33+ 1.01% |
$4.25K - $4.68K
|
3.31K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
32+ 0.62% |
$4.12K - $4.53K
|
5.16K
$763K
|
|
|
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
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
30+ 0.19% |
$3.86K - $4.25K
|
15.8K
$2.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
30+ 0.91% |
$3.86K - $4.25K
|
3.33K
$492K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 0.07% |
$3.86K - $4.25K
|
43.3K
$6.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 1.28% |
$3.73K - $4.11K
|
2.29K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
27+ 0.94% |
$3.48K - $3.83K
|
2.9K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.27% |
$3.35K - $3.68K
|
9.78K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 53.19% |
$3.22K - $3.54K
|
72
$10.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
25+ 1.01% |
$3.22K - $3.54K
|
2.5K
$370K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
25New |
$3.22K - $3.54K
|
25
$3.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 0.67% |
$2.83K - $3.12K
|
3.3K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
20+ 0.23% |
$2.58K - $2.83K
|
8.58K
$1.27M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
20+ 2.28% |
$2.58K - $2.83K
|
897
$133K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 0.39% |
$2.19K - $2.41K
|
4.36K
$645K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.72% |
$2.06K - $2.27K
|
2.24K
$331K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
15+ 0.09% |
$1.93K - $2.13K
|
17.6K
$2.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
15New |
$1.93K - $2.13K
|
15
$2.22K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.18% |
$1.93K - $2.13K
|
8.19K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
15+ 0.41% |
$1.93K - $2.13K
|
3.72K
$550K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
15+ 0.1% |
$1.93K - $2.13K
|
14.9K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.68% |
$1.8K - $1.98K
|
2.07K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14+ 0.31% |
$1.8K - $1.98K
|
4.54K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
14+ 0.83% |
$1.8K - $1.98K
|
1.7K
$251K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13New |
$1.67K - $1.84K
|
13
$1.92K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
12+ 0.32% |
$1.55K - $1.7K
|
3.79K
$561K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 1.32% |
$1.55K - $1.7K
|
920
$136K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
11+ 0.32% |
$1.42K - $1.56K
|
3.41K
$505K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.31% |
$1.42K - $1.56K
|
3.57K
$528K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 84.62% |
$1.42K - $1.56K
|
24
$3.55K
|