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 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.84K+ 1.67% |
$624K - $686K
|
294K
$43.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.78K+ 16.8% |
$616K - $678K
|
33.2K
$4.92M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.72K+ 33.41% |
$608K - $669K
|
18.8K
$2.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.51KNew |
$581K - $639K
|
4.51K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.47K+ 37.4% |
$576K - $633K
|
16.4K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
4.42K+ 15.07% |
$569K - $625K
|
33.7K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.39K+ 14.76% |
$565K - $621K
|
34.1K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.24KNew |
$546K - $601K
|
4.24K
$627K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.05K+ 15.57% |
$521K - $573K
|
30.1K
$4.45M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4K+ 75.12% |
$515K - $566K
|
9.32K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.98KNew |
$513K - $564K
|
3.98K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.87K+ 12.51% |
$498K - $548K
|
34.8K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.84K+ 121.54% |
$494K - $544K
|
6.99K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
3.83K+ 4.6% |
$493K - $542K
|
87.1K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.81K+ 3.0% |
$490K - $539K
|
131K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.78K+ 6.18% |
$487K - $536K
|
65K
$9.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.78KNew |
$487K - $535K
|
3.78K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.76K+ 77.35% |
$485K - $533K
|
8.63K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.63K+ 13.13% |
$467K - $514K
|
31.3K
$4.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.59KNew |
$462K - $508K
|
3.59K
$531K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.58K+ 10.03% |
$461K - $507K
|
39.3K
$5.81M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.56KNew |
$459K - $505K
|
3.56K
$527K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.44K+ 22.52% |
$443K - $488K
|
18.7K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.42K+ 179.58% |
$441K - $485K
|
5.33K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.42K+ 118.07% |
$440K - $484K
|
6.31K
$934K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.32K+ 151.85% |
$427K - $470K
|
5.5K
$814K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.31K+ 79.13% |
$426K - $469K
|
7.49K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.3KNew |
$425K - $467K
|
3.3K
$488K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 4.62% |
$419K - $461K
|
73.6K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.15K+ 3.79% |
$405K - $446K
|
86.2K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.12K+ 4.48% |
$402K - $443K
|
72.8K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
3.08K+ 12.7% |
$396K - $436K
|
27.3K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$395K - $435K
|
3.07K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 26.87% |
$387K - $426K
|
14.2K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3K+ 12.49% |
$386K - $425K
|
27K
$3.99M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
3K+ 5.58% |
$386K - $425K
|
56.8K
$8.4M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
2.98K+ 88.34% |
$384K - $422K
|
6.35K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.94K+ 9.24% |
$378K - $416K
|
34.7K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 10.5% |
$376K - $413K
|
30.7K
$4.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.91K+ 44.71% |
$374K - $412K
|
9.4K
$1.39M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.87K+ 11.2% |
$370K - $407K
|
28.5K
$4.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.84KNew |
$366K - $402K
|
2.84K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.79K+ 3.99% |
$359K - $395K
|
72.6K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.76K+ 45.54% |
$355K - $391K
|
8.81K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.67KNew |
$344K - $378K
|
2.67K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.67K+ 21.97% |
$344K - $378K
|
14.8K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.67K+ 24254.55% |
$344K - $378K
|
2.68K
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.6K+ 6.09% |
$335K - $368K
|
45.3K
$6.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.6K+ 8.99% |
$334K - $368K
|
31.5K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.58KNew |
$332K - $365K
|
2.58K
$382K
|