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 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-187- 2.35% |
$24.1K - $26.5K
|
7.76K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-194- 3.97% |
$25K - $27.5K
|
4.7K
$695K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-194- 5.67% |
$25K - $27.5K
|
3.23K
$478K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-195- 3.88% |
$25.1K - $27.6K
|
4.84K
$715K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-198- 6.77% |
$25.5K - $28.1K
|
2.73K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-198- 2.15% |
$25.5K - $28.1K
|
9.03K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 43.48% |
$25.8K - $28.3K
|
260
$38.5K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 4.9% |
$25.8K - $28.3K
|
3.88K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 3.51% |
$25.8K - $28.3K
|
5.49K
$812K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-202- 1.91% |
$26K - $28.6K
|
10.4K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-211- 12.28% |
$27.2K - $29.9K
|
1.51K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-211- 0.04% |
$27.2K - $29.9K
|
516K
$76.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-214- 0.68% |
$27.6K - $30.3K
|
31.3K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-223- 3.76% |
$28.7K - $31.6K
|
5.71K
$844K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-231- 1.23% |
$29.7K - $32.7K
|
18.6K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-232- 0.54% |
$29.9K - $32.9K
|
42.6K
$6.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-241- 8.3% |
$31K - $34.1K
|
2.66K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-241- 2.07% |
$31K - $34.1K
|
11.4K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-243- 3.89% |
$31.3K - $34.4K
|
6.01K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-243- 0.67% |
$31.3K - $34.4K
|
36.1K
$5.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-248- 5.73% |
$31.9K - $35.1K
|
4.08K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-248- 3.89% |
$31.9K - $35.1K
|
6.13K
$907K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-250- 10.14% |
$32.2K - $35.4K
|
2.22K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-250- 4.24% |
$32.2K - $35.4K
|
5.65K
$836K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-253- 3.08% |
$32.6K - $35.8K
|
7.97K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-256- 0.3% |
$33K - $36.3K
|
85.1K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-257- 3.79% |
$33.1K - $36.4K
|
6.52K
$965K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-260- 1.92% |
$33.5K - $36.8K
|
13.3K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-269- 4.35% |
$34.6K - $38.1K
|
5.92K
$875K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-270- 5.09% |
$34.8K - $38.3K
|
5.03K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-270- 4.68% |
$34.8K - $38.3K
|
5.5K
$814K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-272- 1.5% |
$35K - $38.5K
|
17.8K
$2.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-274- 7.18% |
$35.3K - $38.8K
|
3.54K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-283- 4.97% |
$36.4K - $40.1K
|
5.41K
$801K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-284- 4.87% |
$36.6K - $40.2K
|
5.55K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-287- 1.59% |
$37K - $40.7K
|
17.8K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-287- 1.15% |
$37K - $40.7K
|
24.6K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-292- 3.9% |
$37.6K - $41.4K
|
7.2K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-292- 3.14% |
$37.6K - $41.4K
|
9.01K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-294- 60.37% |
$37.9K - $41.7K
|
193
$28.6K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-295- 12.75% |
$38K - $41.8K
|
2.02K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-297- 7.24% |
$38.2K - $42.1K
|
3.81K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-299- 12.89% |
$38.5K - $42.4K
|
2.02K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-300- 66.67% |
$38.6K - $42.5K
|
150
$22.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-306- 10.23% |
$39.4K - $43.4K
|
2.69K
$397K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-316- 35.75% |
$40.7K - $44.8K
|
568
$84K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-319- 22.77% |
$41.1K - $45.2K
|
1.08K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-324- 1.73% |
$41.7K - $45.9K
|
18.4K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-330- 0.21% |
$42.5K - $46.8K
|
155K
$23M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-332- 6.67% |
$42.8K - $47K
|
4.65K
$688K
|