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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-107- 0.8% |
$13.8K - $15.2K
|
13.3K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-109- 2.02% |
$14K - $15.4K
|
5.29K
$783K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-109- 6.8% |
$14K - $15.4K
|
1.49K
$221K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-109- 3.64% |
$14K - $15.4K
|
2.89K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-111- 5.23% |
$14.3K - $15.7K
|
2.01K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-112- 4.9% |
$14.4K - $15.9K
|
2.18K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-113- 1.12% |
$14.6K - $16K
|
9.94K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-116- 10.22% |
$14.9K - $16.4K
|
1.02K
$151K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-117- 0.52% |
$15.1K - $16.6K
|
22.4K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-118- 3.36% |
$15.2K - $16.7K
|
3.4K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-120- 1.76% |
$15.5K - $17K
|
6.69K
$990K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-122- 3.21% |
$15.7K - $17.3K
|
3.68K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-124- 1.67% |
$16K - $17.6K
|
7.3K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 6.17% |
$16.1K - $17.7K
|
1.9K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-125- 58.96% |
$16.1K - $17.7K
|
87
$12.9K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-125- 1.8% |
$16.1K - $17.7K
|
6.83K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-128- 4.55% |
$16.5K - $18.1K
|
2.69K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-130- 67.71% |
$16.7K - $18.4K
|
62
$9.17K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-131- 7.8% |
$16.9K - $18.6K
|
1.55K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-132- 6.65% |
$17K - $18.7K
|
1.85K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-132- 1.01% |
$17K - $18.7K
|
12.9K
$1.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 22.04% |
$17.3K - $19K
|
474
$70.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-134- 3.87% |
$17.3K - $19K
|
3.33K
$493K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-134- 3.04% |
$17.3K - $19K
|
4.27K
$632K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-135- 7.81% |
$17.4K - $19.1K
|
1.59K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-136- 0.23% |
$17.5K - $19.3K
|
60K
$8.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-136- 3.28% |
$17.5K - $19.3K
|
4.02K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-139- 0.47% |
$17.9K - $19.7K
|
29.3K
$4.33M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-142- 7.92% |
$18.3K - $20.1K
|
1.65K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-145- 3.78% |
$18.7K - $20.5K
|
3.69K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-146- 3.59% |
$18.8K - $20.7K
|
3.92K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-151- 5.16% |
$19.4K - $21.4K
|
2.78K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-153- 6.24% |
$19.7K - $21.7K
|
2.3K
$340K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-154- 5.98% |
$19.8K - $21.8K
|
2.42K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-154- 5.88% |
$19.8K - $21.8K
|
2.47K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-156- 0.63% |
$20.1K - $22.1K
|
24.7K
$3.65M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-157- 21.99% |
$20.2K - $22.2K
|
557
$82.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-160- 2.28% |
$20.6K - $22.7K
|
6.85K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-165- 1.38% |
$21.2K - $23.4K
|
11.8K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-166- 8.12% |
$21.4K - $23.5K
|
1.88K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-169- 0.74% |
$21.8K - $23.9K
|
22.6K
$3.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-169- 4.45% |
$21.8K - $23.9K
|
3.63K
$537K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-175- 2.25% |
$22.5K - $24.8K
|
7.61K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-175- 3.76% |
$22.5K - $24.8K
|
4.48K
$663K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-176- 7.52% |
$22.7K - $24.9K
|
2.17K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-176- 26.0% |
$22.7K - $24.9K
|
501
$74.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-180- 8.88% |
$23.2K - $25.5K
|
1.85K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-181- 3.78% |
$23.3K - $25.6K
|
4.61K
$681K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-184- 15.94% |
$23.7K - $26.1K
|
970
$144K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-185- 0.93% |
$23.8K - $26.2K
|
19.8K
$2.93M
|