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 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
1.64KNew |
$211K - $232K
|
1.64K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
1.62KNew |
$209K - $230K
|
1.62K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.61K+ 23.61% |
$207K - $228K
|
8.42K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.6KNew |
$205K - $226K
|
1.6K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.59KNew |
$205K - $225K
|
1.59K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.58K+ 48.41% |
$204K - $224K
|
4.85K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.58KNew |
$203K - $223K
|
1.58K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.58KNew |
$203K - $223K
|
1.58K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.57KNew |
$202K - $222K
|
1.57K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.53KNew |
$197K - $217K
|
1.53K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.53KNew |
$197K - $216K
|
1.53K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 66.14% |
$194K - $214K
|
3.79K
$561K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.49K+ 19.05% |
$191K - $211K
|
9.29K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.48K+ 6.34% |
$191K - $210K
|
24.8K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.45K+ 1.64% |
$187K - $206K
|
90.1K
$13.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.42K+ 27.89% |
$183K - $201K
|
6.5K
$962K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.42K+ 3.95% |
$183K - $201K
|
37.3K
$5.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.4K+ 6.63% |
$181K - $199K
|
22.6K
$3.34M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.4K+ 10.84% |
$180K - $198K
|
14.3K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.37K+ 1.61% |
$176K - $194K
|
86.3K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 19.27% |
$174K - $192K
|
8.38K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.35K+ 29.47% |
$174K - $192K
|
5.95K
$880K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.35K+ 30.31% |
$174K - $191K
|
5.8K
$858K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.33KNew |
$171K - $188K
|
1.33K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.3K+ 4.32% |
$167K - $184K
|
31.3K
$4.63M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.3K+ 1.47% |
$167K - $184K
|
89.3K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.29K+ 14.54% |
$166K - $183K
|
10.2K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.28K+ 3.33% |
$165K - $182K
|
39.8K
$5.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 48.79% |
$161K - $177K
|
3.81K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.24K+ 1.2% |
$160K - $176K
|
105K
$15.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.22K+ 2.14% |
$157K - $173K
|
58.1K
$8.6M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 2.13% |
$156K - $171K
|
57.9K
$8.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.2K+ 10.18% |
$155K - $170K
|
13K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.18K+ 18.58% |
$152K - $167K
|
7.55K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.17K+ 30.3% |
$150K - $165K
|
5.02K
$743K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.16K+ 10.33% |
$149K - $164K
|
12.4K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 18.9% |
$148K - $163K
|
7.23K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.14K+ 14.21% |
$147K - $162K
|
9.17K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 113000.0% |
$146K - $160K
|
1.13K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.11K+ 60.01% |
$143K - $158K
|
2.97K
$439K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.1K+ 62.71% |
$142K - $156K
|
2.85K
$422K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.09K+ 192.08% |
$140K - $155K
|
1.66K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
1.09K+ 22.21% |
$140K - $154K
|
5.97K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.08K+ 41.06% |
$139K - $153K
|
3.71K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.07K+ 47.63% |
$137K - $151K
|
3.3K
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.07K+ 11.14% |
$137K - $151K
|
10.6K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.05K+ 4.59% |
$136K - $149K
|
24K
$3.55M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.05K+ 5.14% |
$135K - $149K
|
21.4K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.05K+ 43.45% |
$135K - $148K
|
3.46K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.03K+ 62.55% |
$132K - $145K
|
2.67K
$395K
|