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
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-347- 13.55% |
$44.7K - $49.2K
|
2.21K
$327K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-363- 2.96% |
$46.7K - $51.4K
|
11.9K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-363- 5.24% |
$46.7K - $51.4K
|
6.57K
$972K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-364- 17.65% |
$46.9K - $51.6K
|
1.7K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
SELL
|
- |
-365- 7.89% |
$47K - $51.7K
|
4.26K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-365- 0.61% |
$47K - $51.7K
|
59.9K
$8.87M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-368- 15.61% |
$47.4K - $52.1K
|
1.99K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-378- 17.08% |
$48.7K - $53.6K
|
1.84K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-386- 3.77% |
$49.7K - $54.7K
|
9.86K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-387- 9.36% |
$49.8K - $54.8K
|
3.75K
$554K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-388- 0.32% |
$50K - $55K
|
122K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-388- 12.47% |
$50K - $55K
|
2.72K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-393- 7.84% |
$50.6K - $55.7K
|
4.62K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-396- 18.38% |
$51K - $56.1K
|
1.76K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-415- 19.82% |
$53.4K - $58.8K
|
1.68K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-415- 0.76% |
$53.4K - $58.8K
|
53.9K
$7.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-416- 1.09% |
$53.6K - $58.9K
|
37.6K
$5.57M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-419- 3.58% |
$54K - $59.4K
|
11.3K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-425- 18.3% |
$54.7K - $60.2K
|
1.9K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-427- 2.13% |
$55K - $60.5K
|
19.6K
$2.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-433- 1.47% |
$55.8K - $61.3K
|
29K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-433- 13.69% |
$55.8K - $61.3K
|
2.73K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-434- 4.22% |
$55.9K - $61.5K
|
9.86K
$1.46M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-440- 2.32% |
$56.7K - $62.3K
|
18.5K
$2.74M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-442- 22.3% |
$56.9K - $62.6K
|
1.54K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-444- 0.41% |
$57.2K - $62.9K
|
107K
$15.8M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-454- 2.8% |
$58.5K - $64.3K
|
15.8K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-461- 18.39% |
$59.4K - $65.3K
|
2.05K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-463- 12.98% |
$59.6K - $65.6K
|
3.11K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-467- 52.35% |
$60.1K - $66.2K
|
425
$62.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-472- 21.15% |
$60.8K - $66.9K
|
1.76K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-472- 12.55% |
$60.8K - $66.9K
|
3.29K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-473- 0.94% |
$60.9K - $67K
|
50.1K
$7.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-482- 23.45% |
$62.1K - $68.3K
|
1.57K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-488- 8.67% |
$62.8K - $69.1K
|
5.14K
$760K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-493- 19.06% |
$63.5K - $69.8K
|
2.09K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-495- 13.33% |
$63.7K - $70.1K
|
3.22K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-500- 13.97% |
$64.4K - $70.8K
|
3.08K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 8.33% |
$64.4K - $70.8K
|
5.51K
$814K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-501- 0.94% |
$64.5K - $71K
|
52.9K
$7.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-503- 1.21% |
$64.8K - $71.3K
|
41K
$6.07M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-510- 3.41% |
$65.7K - $72.3K
|
14.4K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-543- 4.51% |
$69.9K - $76.9K
|
11.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-550- 3.21% |
$70.8K - $77.9K
|
16.6K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-556- 9.31% |
$71.6K - $78.8K
|
5.42K
$802K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-568- 4.41% |
$73.1K - $80.5K
|
12.3K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-575- 2.83% |
$74K - $81.5K
|
19.7K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-576- 23.13% |
$74.2K - $81.6K
|
1.91K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-583- 77.22% |
$75.1K - $82.6K
|
172
$25.4K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-587- 1.03% |
$75.6K - $83.2K
|
56.6K
$8.37M
|