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 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.33K- 5.61% |
$815K - $897K
|
107K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.37K- 67.21% |
$820K - $902K
|
3.11K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.45K- 2.86% |
$830K - $913K
|
219K
$32.4M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-6.5K- 39.78% |
$837K - $920K
|
9.83K
$1.45M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-6.5K- 66.33% |
$837K - $921K
|
3.3K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-6.54K- 3.03% |
$843K - $927K
|
209K
$31M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.6K- 22.29% |
$850K - $935K
|
23K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.75K- 49.96% |
$869K - $956K
|
6.76K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.81K- 17.38% |
$877K - $965K
|
32.4K
$4.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-7.09K- 52.86% |
$913K - $1M
|
6.32K
$935K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-7.09K- 67.48% |
$913K - $1M
|
3.42K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-7.43K- 50.03% |
$957K - $1.05M
|
7.42K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-7.49K- 5.98% |
$965K - $1.06M
|
118K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.5K- 3.63% |
$965K - $1.06M
|
199K
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-7.59K- 63.98% |
$978K - $1.08M
|
4.28K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-7.68K- 33.77% |
$989K - $1.09M
|
15.1K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-7.73K- 28.69% |
$996K - $1.1M
|
19.2K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.8K- 6.87% |
$1M - $1.11M
|
106K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.96K- 12.27% |
$1.02M - $1.13M
|
56.9K
$8.41M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-7.96K- 45.83% |
$1.02M - $1.13M
|
9.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.96K- 36.58% |
$1.03M - $1.13M
|
13.8K
$2.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-8.03K- 26.14% |
$1.03M - $1.14M
|
22.7K
$3.36M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.09K- 2.66% |
$1.04M - $1.15M
|
296K
$43.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.09K- 9.82% |
$1.04M - $1.15M
|
74.3K
$11M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.25K- 34.84% |
$1.06M - $1.17M
|
15.4K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-8.37K- 51.61% |
$1.08M - $1.19M
|
7.84K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-8.43K- 93.32% |
$1.09M - $1.19M
|
603
$89.2K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-8.83K- 52.09% |
$1.14M - $1.25M
|
8.12K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-8.86K- 44.26% |
$1.14M - $1.26M
|
11.2K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-9.17K- 26.35% |
$1.18M - $1.3M
|
25.6K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.25K- 10.33% |
$1.19M - $1.31M
|
80.3K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9.33K- 72.2% |
$1.2M - $1.32M
|
3.59K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.1K- 34.98% |
$1.3M - $1.43M
|
18.7K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 42.87% |
$1.45M - $1.59M
|
15K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-12.1K- 20.61% |
$1.56M - $1.71M
|
46.6K
$6.89M
|
|
|
May 08, 2025
Q1 2025
|
Parametrica Management LTD
|
SELL
|
- |
-12.4K- 50.0% |
$1.6M - $1.76M
|
12.4K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-12.6K- 24.92% |
$1.62M - $1.78M
|
37.8K
$5.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-13.9K- 39.53% |
$1.79M - $1.97M
|
21.3K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14K- 49.86% |
$1.8M - $1.98M
|
14.1K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-14.4K- 68.61% |
$1.86M - $2.04M
|
6.59K
$975K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.8K- 32.5% |
$1.9M - $2.09M
|
30.7K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14.8K- 0.76% |
$1.91M - $2.1M
|
1.92M
$285M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.1K- 26.96% |
$1.94M - $2.13M
|
40.8K
$6.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.1K- 11.03% |
$2.07M - $2.28M
|
130K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-16.6K- 46.94% |
$2.14M - $2.35M
|
18.8K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-17K- 72.11% |
$2.19M - $2.41M
|
6.59K
$975K
|
|
|
May 07, 2025
Q1 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-17.8K- 10.64% |
$2.29M - $2.52M
|
149K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-17.8K- 25.0% |
$2.3M - $2.53M
|
53.5K
$7.92M
|
|
|
May 13, 2025
Q1 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-18K- 81.82% |
$2.32M - $2.55M
|
4K
$592K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-18.9K- 28.57% |
$2.43M - $2.67M
|
47.2K
$6.98M
|