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 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.27K- 1.99% |
$292K - $321K
|
111K
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.39K- 5.24% |
$307K - $338K
|
43.1K
$6.38M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.44K- 1.08% |
$314K - $345K
|
224K
$33.1M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.47K- 13.64% |
$317K - $349K
|
15.6K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.48K- 28.22% |
$319K - $351K
|
6.3K
$933K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.53K- 36.27% |
$326K - $359K
|
4.45K
$658K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-2.59K- 76.63% |
$334K - $367K
|
790
$117K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.61K- 79.02% |
$336K - $369K
|
692
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.63K- 20.87% |
$339K - $373K
|
9.98K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.66K- 42.67% |
$343K - $377K
|
3.58K
$529K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.67K- 36.41% |
$344K - $378K
|
4.67K
$690K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.67K- 5.37% |
$344K - $379K
|
47.1K
$6.97M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 3.95% |
$358K - $394K
|
67.5K
$9.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.79K- 19.09% |
$359K - $395K
|
11.8K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.88K- 7.89% |
$371K - $408K
|
33.6K
$4.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.91K- 9.57% |
$375K - $412K
|
27.5K
$4.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3K- 11.82% |
$386K - $425K
|
22.4K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3K- 63.03% |
$386K - $425K
|
1.76K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.03K- 8.11% |
$391K - $430K
|
34.4K
$5.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.04K- 11.53% |
$391K - $430K
|
23.3K
$3.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-3.09K- 19.21% |
$398K - $437K
|
13K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.1K- 50.0% |
$399K - $438K
|
3.1K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-3.28K- 46.0% |
$422K - $465K
|
3.85K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-3.29K- 27.78% |
$424K - $466K
|
8.55K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.59K- 0.22% |
$462K - $508K
|
1.62M
$240M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.64K- 9.25% |
$468K - $515K
|
35.7K
$5.28M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-3.71K- 91.31% |
$478K - $526K
|
353
$52.2K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-3.87K- 9.41% |
$499K - $548K
|
37.3K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-3.9K- 9.01% |
$502K - $552K
|
39.4K
$5.83M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.94K- 68.36% |
$507K - $558K
|
1.82K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-3.96K- 32.52% |
$510K - $561K
|
8.22K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.98K- 29.04% |
$512K - $564K
|
9.72K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.1K- 5.7% |
$528K - $581K
|
67.8K
$10M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.15K- 30.75% |
$535K - $588K
|
9.36K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-4.16K- 27.25% |
$535K - $589K
|
11.1K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.27K- 47.98% |
$550K - $605K
|
4.63K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.3K- 4.23% |
$554K - $609K
|
97.4K
$14.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.34K- 63.61% |
$559K - $615K
|
2.48K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-4.39K- 5.25% |
$565K - $621K
|
79.2K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.52K- 6.51% |
$583K - $641K
|
65K
$9.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.53K- 9.42% |
$583K - $641K
|
43.5K
$6.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.61K- 8.55% |
$594K - $653K
|
49.3K
$7.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-4.61K- 5.4% |
$594K - $654K
|
80.9K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 8.47% |
$610K - $672K
|
51.2K
$7.57M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.86K- 11.18% |
$626K - $688K
|
38.6K
$5.71M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.15K- 1.41% |
$663K - $729K
|
359K
$53.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.31K- 17.13% |
$684K - $752K
|
25.7K
$3.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5.45K- 20.61% |
$701K - $772K
|
21K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.66K- 3.93% |
$728K - $801K
|
138K
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.7K- 47.08% |
$734K - $808K
|
6.41K
$948K
|