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
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.5K+ 25.79% |
$1.35M - $1.48M
|
51K
$7.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.3K+ 249.66% |
$1.33M - $1.46M
|
14.4K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.1K+ 173.95% |
$1.3M - $1.43M
|
15.9K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
10.1KNew |
$1.3M - $1.43M
|
10.1K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
9.95K+ 7.01% |
$1.28M - $1.41M
|
152K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
9.75K+ 5.84% |
$1.26M - $1.38M
|
177K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.7KNew |
$1.25M - $1.37M
|
9.7K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.69KNew |
$1.25M - $1.37M
|
9.69K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
9.62K+ 4.19% |
$1.24M - $1.36M
|
239K
$35.4M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.32K+ 166.58% |
$1.2M - $1.32M
|
14.9K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
8.85K+ 558.04% |
$1.14M - $1.25M
|
10.4K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
8.53K+ 134.98% |
$1.1M - $1.21M
|
14.9K
$2.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
8.07K+ 135.52% |
$1.04M - $1.14M
|
14K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.97K+ 11.57% |
$1.03M - $1.13M
|
76.9K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.85K+ 18.71% |
$1.01M - $1.11M
|
49.8K
$7.37M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
7.62KNew |
$982K - $1.08M
|
7.62K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.41K+ 42.79% |
$955K - $1.05M
|
24.7K
$3.66M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.19KNew |
$926K - $1.02M
|
7.19K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
6.9K+ 153.32% |
$889K - $978K
|
11.4K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.89K+ 0.39% |
$887K - $976K
|
1.78M
$263M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
6.56KNew |
$845K - $930K
|
6.56K
$971K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.45K+ 30.67% |
$831K - $914K
|
27.5K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
6.41KNew |
$825K - $908K
|
6.41K
$948K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.4K+ 117.61% |
$825K - $907K
|
11.8K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.33K+ 48.94% |
$815K - $896K
|
19.3K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
6.28K+ 5.6% |
$809K - $890K
|
118K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.25K+ 43.96% |
$805K - $886K
|
20.5K
$3.03M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.17K+ 2.7% |
$794K - $874K
|
234K
$34.7M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
6.14K+ 17.32% |
$790K - $869K
|
41.6K
$6.15M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
6.13K+ 0.35% |
$789K - $868K
|
1.76M
$260M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
6.03KNew |
$777K - $854K
|
6.03K
$892K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.93KNew |
$763K - $840K
|
5.93K
$877K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.86K+ 98.24% |
$755K - $831K
|
11.8K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.84K+ 1.13% |
$752K - $827K
|
525K
$77.7M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.82K+ 17.05% |
$750K - $825K
|
40K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.77K+ 71.0% |
$743K - $818K
|
13.9K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5.72K+ 141.27% |
$737K - $810K
|
9.77K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.49K+ 3.24% |
$707K - $778K
|
175K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
5.42K+ 3.18% |
$697K - $767K
|
176K
$26M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.36K+ 30.75% |
$690K - $759K
|
22.8K
$3.37M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.25KNew |
$676K - $744K
|
5.25K
$777K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.12K+ 2.02% |
$659K - $725K
|
259K
$38.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
5.08K+ 13.34% |
$654K - $720K
|
43.2K
$6.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.07K+ 3.68% |
$653K - $719K
|
143K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.07K+ 54.0% |
$653K - $718K
|
14.5K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.04K+ 9.78% |
$649K - $714K
|
56.6K
$8.37M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.94K+ 4.0% |
$637K - $700K
|
129K
$19M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.94K+ 16.42% |
$636K - $700K
|
35K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.91K+ 12.3% |
$633K - $696K
|
44.9K
$6.64M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.85K+ 20.24% |
$624K - $687K
|
28.8K
$4.26M
|