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 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
250+ 4.07% |
$32.2K - $35.4K
|
6.39K
$945K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
244+ 18.39% |
$31.4K - $34.6K
|
1.57K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
239+ 17.7% |
$30.8K - $33.9K
|
1.59K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
235New |
$30.3K - $33.3K
|
235
$34.8K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
232+ 14.32% |
$29.9K - $32.9K
|
1.85K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
225+ 1.11% |
$29K - $31.9K
|
20.6K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
221+ 3.08% |
$28.5K - $31.3K
|
7.4K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
218+ 17.47% |
$28.1K - $30.9K
|
1.47K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
208+ 10.77% |
$26.8K - $29.5K
|
2.14K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
207+ 12.31% |
$26.7K - $29.3K
|
1.89K
$279K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
206+ 5.64% |
$26.5K - $29.2K
|
3.86K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
204+ 8.2% |
$26.3K - $28.9K
|
2.69K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
199+ 1.09% |
$25.6K - $28.2K
|
18.4K
$2.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
198+ 1.74% |
$25.5K - $28.1K
|
11.6K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
188+ 6.75% |
$24.2K - $26.6K
|
2.97K
$440K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
186+ 0.61% |
$24K - $26.4K
|
30.5K
$4.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
185+ 4.13% |
$23.8K - $26.2K
|
4.67K
$690K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
183+ 3.13% |
$23.6K - $25.9K
|
6.04K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
181+ 0.69% |
$23.3K - $25.6K
|
26.3K
$3.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
176+ 5.94% |
$22.7K - $24.9K
|
3.14K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
174+ 3.18% |
$22.4K - $24.7K
|
5.64K
$835K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
172+ 3.16% |
$22.2K - $24.4K
|
5.62K
$831K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
172+ 33.14% |
$22.2K - $24.4K
|
691
$102K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
170+ 1.28% |
$21.9K - $24.1K
|
13.5K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
168+ 5.58% |
$21.6K - $23.8K
|
3.18K
$471K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
166+ 7.85% |
$21.4K - $23.5K
|
2.28K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
166+ 3.13% |
$21.4K - $23.5K
|
5.47K
$810K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
157+ 21.96% |
$20.2K - $22.2K
|
872
$129K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
156+ 7.34% |
$20.1K - $22.1K
|
2.28K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
151+ 1.6% |
$19.4K - $21.4K
|
9.61K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
151+ 0.26% |
$19.4K - $21.4K
|
58.3K
$8.62M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
150New |
$19.3K - $21.3K
|
150
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
149+ 4.84% |
$19.2K - $21.1K
|
3.23K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
145+ 26.7% |
$18.7K - $20.5K
|
688
$102K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
144+ 0.46% |
$18.5K - $20.4K
|
31.5K
$4.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
143+ 0.41% |
$18.4K - $20.3K
|
34.7K
$5.13M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
141+ 6.91% |
$18.2K - $20K
|
2.18K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
139+ 0.38% |
$17.9K - $19.7K
|
36.9K
$5.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
138+ 10.66% |
$17.8K - $19.6K
|
1.43K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
136New |
$17.5K - $19.3K
|
136
$20.1K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
134+ 4.97% |
$17.3K - $19K
|
2.83K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
133+ 7.47% |
$17.1K - $18.8K
|
1.91K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
132+ 5.04% |
$17K - $18.7K
|
2.75K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
129New |
$16.6K - $18.3K
|
129
$19.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
129+ 0.66% |
$16.6K - $18.3K
|
19.8K
$2.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
127+ 0.76% |
$16.4K - $18K
|
16.8K
$2.49M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
127+ 1.17% |
$16.4K - $18K
|
11K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
122+ 4.72% |
$15.7K - $17.3K
|
2.71K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
120+ 1090.91% |
$15.5K - $17K
|
131
$19.4K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
120+ 3.8% |
$15.5K - $17K
|
3.28K
$485K
|