Purchases and Sales Made in Q4 2025 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
271K+ 818.71% |
$40.6M - $42.2M
|
304K
$46.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
167K+ 4163.09% |
$25.1M - $26M
|
171K
$26M
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
122K+ 3752.99% |
$18.3M - $19M
|
125K
$19M
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
69.4K+ 2058.78% |
$10.4M - $10.8M
|
72.8K
$11.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
55.3K+ 3259.16% |
$8.29M - $8.62M
|
57K
$8.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
50KNew |
$7.5M - $7.79M
|
50K
$7.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
41.5K+ 46.85% |
$6.22M - $6.46M
|
130K
$19.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.8K+ 235.38% |
$2.97M - $3.08M
|
28.2K
$4.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
16.2KNew |
$2.43M - $2.53M
|
16.2K
$2.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
15.6KNew |
$2.34M - $2.44M
|
15.6K
$2.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12.6KNew |
$1.89M - $1.96M
|
12.6K
$1.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.8K+ 276.63% |
$1.47M - $1.53M
|
13.3K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
9.1K+ 26.06% |
$1.36M - $1.42M
|
44K
$6.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
8.86K+ 14.1% |
$1.33M - $1.38M
|
71.7K
$10.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.25K+ 175.38% |
$1.24M - $1.29M
|
13K
$1.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.62KNew |
$1.14M - $1.19M
|
7.62K
$1.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
7.28K+ 55.1% |
$1.09M - $1.13M
|
20.5K
$3.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 58.55% |
$984K - $1.02M
|
17.8K
$2.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.04K+ 26.98% |
$905K - $941K
|
28.4K
$4.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.96K+ 7.03% |
$893K - $929K
|
90.7K
$13.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5.34K+ 47.73% |
$800K - $831K
|
16.5K
$2.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 40.32% |
$797K - $828K
|
18.5K
$2.81M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.98K+ 39.26% |
$747K - $776K
|
17.7K
$2.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
4.38KNew |
$657K - $682K
|
4.38K
$666K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
3.93KNew |
$590K - $613K
|
3.93K
$598K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.75K+ 8.61% |
$562K - $584K
|
47.3K
$7.19M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.72K+ 20.47% |
$558K - $580K
|
21.9K
$3.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
3.68KNew |
$551K - $573K
|
3.68K
$559K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
3.4K+ 91.58% |
$510K - $530K
|
7.12K
$1.08M
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.12K+ 32.76% |
$467K - $486K
|
12.6K
$1.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
3.1KNew |
$464K - $482K
|
3.1K
$470K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
3.03K+ 40.43% |
$455K - $473K
|
10.5K
$1.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.73K+ 59.33% |
$409K - $425K
|
7.33K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.65KNew |
$397K - $412K
|
2.65K
$402K
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
2.64K+ 33.73% |
$396K - $411K
|
10.5K
$1.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.46KNew |
$369K - $383K
|
2.46K
$374K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.2K+ 3.29% |
$330K - $343K
|
69.2K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.09KNew |
$313K - $325K
|
2.09K
$317K
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.99K+ 1.79% |
$298K - $310K
|
113K
$17.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.92K+ 3.62% |
$288K - $299K
|
54.9K
$8.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.9K+ 46.29% |
$284K - $296K
|
6K
$911K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.88K+ 1.14% |
$282K - $294K
|
166K
$25.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.83KNew |
$274K - $285K
|
1.83K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.8K+ 3.14% |
$270K - $280K
|
59.1K
$8.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.7K+ 4.04% |
$255K - $265K
|
43.8K
$6.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.65K+ 16.62% |
$247K - $257K
|
11.6K
$1.76M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.62K+ 8.67% |
$243K - $252K
|
20.3K
$3.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.6KNew |
$240K - $250K
|
1.6K
$244K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.6K+ 14.66% |
$239K - $248K
|
12.5K
$1.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.5K+ 5.6% |
$225K - $234K
|
28.3K
$4.3M
|
|