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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-41- 45.05% |
$5.28K - $5.81K
|
50
$7.4K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-41- 1.55% |
$5.28K - $5.81K
|
2.61K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-43- 0.92% |
$5.54K - $6.09K
|
4.61K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-44- 1.29% |
$5.67K - $6.23K
|
3.36K
$496K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-45- 0.79% |
$5.8K - $6.38K
|
5.68K
$841K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-45- 0.9% |
$5.8K - $6.38K
|
4.93K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-45- 2.7% |
$5.8K - $6.38K
|
1.62K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-47- 0.08% |
$6.05K - $6.66K
|
57.9K
$8.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-47- 9.69% |
$6.05K - $6.66K
|
438
$64.8K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-47- 0.95% |
$6.05K - $6.66K
|
4.91K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-49- 2.3% |
$6.31K - $6.94K
|
2.09K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-50- 3.72% |
$6.44K - $7.08K
|
1.29K
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 2.22% |
$6.44K - $7.08K
|
2.2K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-50- 43.1% |
$6.44K - $7.08K
|
66
$9.76K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-50- 0.35% |
$6.44K - $7.08K
|
14.1K
$2.09M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-50- 0.35% |
$6.44K - $7.08K
|
14.1K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-51- 0.52% |
$6.57K - $7.23K
|
9.82K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-55- 1.03% |
$7.08K - $7.79K
|
5.28K
$781K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-58- 55.77% |
$7.47K - $8.22K
|
46
$6.81K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-59- 0.16% |
$7.6K - $8.36K
|
36.9K
$5.46M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-60- 3.97% |
$7.73K - $8.5K
|
1.45K
$215K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-61- 0.9% |
$7.86K - $8.64K
|
6.74K
$998K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-61- 20.0% |
$7.86K - $8.64K
|
244
$36.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-62- 1.48% |
$7.98K - $8.78K
|
4.12K
$609K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-63- 25.93% |
$8.11K - $8.93K
|
180
$26.6K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-63- 2.17% |
$8.11K - $8.93K
|
2.84K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-65- 1.07% |
$8.37K - $9.21K
|
6.03K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-67- 1.35% |
$8.63K - $9.49K
|
4.88K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-67- 3.14% |
$8.63K - $9.49K
|
2.07K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-67- 31.16% |
$8.63K - $9.49K
|
148
$21.9K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-73- 3.37% |
$9.4K - $10.3K
|
2.09K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-75- 1.16% |
$9.66K - $10.6K
|
6.38K
$943K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-75- 1.07% |
$9.66K - $10.6K
|
6.91K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-75- 2.64% |
$9.66K - $10.6K
|
2.77K
$410K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-76- 2.63% |
$9.79K - $10.8K
|
2.81K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-77- 2.32% |
$9.92K - $10.9K
|
3.25K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-77- 19.25% |
$9.92K - $10.9K
|
323
$47.8K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-80- 2.94% |
$10.3K - $11.3K
|
2.64K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-81- 2.15% |
$10.4K - $11.5K
|
3.68K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-81- 3.0% |
$10.4K - $11.5K
|
2.62K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-86- 0.66% |
$11.1K - $12.2K
|
13K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-87- 0.9% |
$11.2K - $12.3K
|
9.59K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-93- 4.9% |
$12K - $13.2K
|
1.8K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-96- 8.34% |
$12.4K - $13.6K
|
1.06K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-99- 3.28% |
$12.7K - $14K
|
2.92K
$431K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 6.06% |
$12.9K - $14.2K
|
1.55K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-100- 25.0% |
$12.9K - $14.2K
|
300
$44.4K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-101- 0.81% |
$13K - $14.3K
|
12.4K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-102- 1.33% |
$13.1K - $14.5K
|
7.57K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-103- 4.61% |
$13.3K - $14.6K
|
2.13K
$315K
|