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 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.57K+ 12.68% |
$330K - $363K
|
22.8K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.55KNew |
$328K - $361K
|
2.55K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5K+ 24.34% |
$322K - $354K
|
12.8K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.5K+ 12.92% |
$322K - $354K
|
21.8K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.5K+ 5.15% |
$322K - $354K
|
51K
$7.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.5KNew |
$321K - $354K
|
2.5K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.49K+ 56.81% |
$321K - $353K
|
6.88K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.49K+ 4.62% |
$321K - $353K
|
56.4K
$8.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.44K+ 29.34% |
$314K - $345K
|
10.7K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.42K+ 22.36% |
$312K - $343K
|
13.2K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.36K+ 6.31% |
$304K - $334K
|
39.8K
$5.89M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.33KNew |
$300K - $330K
|
2.33K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
2.25K+ 3.47% |
$290K - $319K
|
67.2K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$288K - $317K
|
2.24K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.23K+ 0.63% |
$287K - $316K
|
355K
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.22K+ 17.4% |
$286K - $315K
|
15K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.18K+ 1.91% |
$281K - $309K
|
117K
$17.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.13K+ 60.54% |
$274K - $301K
|
5.64K
$834K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.11K+ 15.61% |
$271K - $298K
|
15.6K
$2.31M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 42.76% |
$271K - $298K
|
7.02K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.1K+ 5.55% |
$271K - $298K
|
40K
$5.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.1K+ 44.34% |
$270K - $297K
|
6.82K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
2.05K+ 48.24% |
$264K - $290K
|
6.3K
$932K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
2.04KNew |
$263K - $289K
|
2.04K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.03KNew |
$261K - $287K
|
2.03K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.03K+ 5.85% |
$261K - $287K
|
36.7K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.01K+ 54.54% |
$258K - $284K
|
5.68K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2K+ 153.06% |
$257K - $283K
|
3.31K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.94K+ 3.8% |
$250K - $275K
|
53.1K
$7.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.94K+ 2.39% |
$249K - $274K
|
82.9K
$12.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.88KNew |
$242K - $267K
|
1.88K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.88K+ 2.66% |
$242K - $267K
|
72.6K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.88K+ 13.67% |
$242K - $266K
|
15.6K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 51.31% |
$240K - $264K
|
5.49K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.85KNew |
$239K - $263K
|
1.85K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.83KNew |
$235K - $259K
|
1.83K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
1.82KNew |
$234K - $258K
|
1.82K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 12.76% |
$230K - $253K
|
15.8K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.79KNew |
$230K - $253K
|
1.79K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.77K+ 20.09% |
$228K - $251K
|
10.6K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.75KNew |
$225K - $248K
|
1.75K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.75KNew |
$225K - $247K
|
1.75K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.72KNew |
$221K - $243K
|
1.72K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.71KNew |
$221K - $243K
|
1.71K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.71KNew |
$220K - $242K
|
1.71K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.71KNew |
$220K - $242K
|
1.71K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.68KNew |
$217K - $238K
|
1.68K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.66K+ 5.11% |
$214K - $235K
|
34.2K
$5.06M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.66KNew |
$214K - $235K
|
1.66K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.65K+ 53.05% |
$212K - $233K
|
4.75K
$703K
|