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
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.01K+ 26.65% |
$130K - $143K
|
4.8K
$710K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
990+ 11.31% |
$127K - $140K
|
9.74K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
987+ 36.0% |
$127K - $140K
|
3.73K
$552K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
971+ 44.18% |
$125K - $138K
|
3.17K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
967+ 3.07% |
$125K - $137K
|
32.5K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
957+ 15.89% |
$123K - $136K
|
6.98K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
957+ 1.09% |
$123K - $136K
|
88.5K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
951+ 22.24% |
$122K - $135K
|
5.23K
$773K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
949+ 229.78% |
$122K - $134K
|
1.36K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
948+ 6.54% |
$122K - $134K
|
15.4K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
938+ 17.43% |
$121K - $133K
|
6.32K
$935K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
936+ 3.15% |
$121K - $133K
|
30.6K
$4.53M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
934+ 60.85% |
$120K - $132K
|
2.47K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
901+ 2.13% |
$116K - $128K
|
43.1K
$6.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
873+ 42.88% |
$112K - $124K
|
2.91K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
871+ 2.17% |
$112K - $123K
|
41K
$6.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
854+ 1.11% |
$110K - $121K
|
77.8K
$11.5M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
852+ 31.22% |
$110K - $121K
|
3.58K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
836+ 1.5% |
$108K - $118K
|
56.4K
$8.35M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
814+ 74.95% |
$105K - $115K
|
1.9K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
814+ 8.79% |
$105K - $115K
|
10.1K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
807+ 22.91% |
$104K - $114K
|
4.33K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
785+ 676.72% |
$101K - $111K
|
901
$133K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
760+ 24.95% |
$97.9K - $108K
|
3.81K
$563K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
757+ 1.37% |
$97.5K - $107K
|
56.2K
$8.31M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
754+ 0.86% |
$97.1K - $107K
|
88.1K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
753+ 3.16% |
$97K - $107K
|
24.6K
$3.63M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
750+ 20.44% |
$96.6K - $106K
|
4.42K
$654K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
710+ 2.29% |
$91.4K - $101K
|
31.7K
$4.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
687+ 0.97% |
$88.5K - $97.3K
|
71.8K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
686+ 6.07% |
$88.3K - $97.2K
|
12K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
679+ 1.43% |
$87.4K - $96.2K
|
48.2K
$7.13M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
667+ 19.0% |
$85.9K - $94.5K
|
4.18K
$618K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
664+ 13.93% |
$85.5K - $94.1K
|
5.43K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
657New |
$84.6K - $93.1K
|
657
$97.2K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
656+ 7.11% |
$84.5K - $92.9K
|
9.88K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
652+ 113.59% |
$84K - $92.4K
|
1.23K
$181K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
650+ 7.61% |
$83.7K - $92.1K
|
9.19K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
645+ 32.23% |
$83.1K - $91.4K
|
2.65K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
639+ 40.14% |
$82.3K - $90.5K
|
2.23K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
627+ 3.59% |
$80.7K - $88.8K
|
18.1K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
619+ 36.01% |
$79.7K - $87.7K
|
2.34K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
619+ 21.83% |
$79.7K - $87.7K
|
3.45K
$511K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
617+ 6.53% |
$79.5K - $87.4K
|
10.1K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
603+ 33.67% |
$77.7K - $85.4K
|
2.39K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
593+ 1411.9% |
$76.4K - $84K
|
635
$93.9K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
587+ 4.94% |
$75.6K - $83.2K
|
12.5K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
586+ 13.29% |
$75.5K - $83K
|
5K
$739K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
569+ 1.13% |
$73.3K - $80.6K
|
51.1K
$7.56M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
555+ 14.97% |
$71.5K - $78.6K
|
4.26K
$631K
|