Latest Institutional Transactions on Industrial Sector Spdr (XLI)
This table provides information on the latest institutional transactions involving Industrial Sector Spdr (XLI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-53- 0.17% |
$7.94K - $8.26K
|
31.1K
$4.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
74+ 0.83% |
$11.1K - $11.5K
|
9.03K
$1.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
212+ 2.36% |
$31.8K - $33K
|
9.18K
$1.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.09KNew |
$313K - $325K
|
2.09K
$317K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
184+ 1.53% |
$27.6K - $28.7K
|
12.2K
$1.86M
|
|
|
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 23, 2026
Q4 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-121- 5.99% |
$18.1K - $18.9K
|
1.9K
$289K
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-31- 0.5% |
$4.65K - $4.83K
|
6.19K
$941K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7+ 0.37% |
$1.05K - $1.09K
|
1.89K
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-40- 0.5% |
$6K - $6.23K
|
8.01K
$1.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-161- 1.28% |
$24.1K - $25.1K
|
12.4K
$1.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
68+ 2.78% |
$10.2K - $10.6K
|
2.51K
$382K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-99- 5.15% |
$14.8K - $15.4K
|
1.82K
$277K
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
856+ 3.33% |
$128K - $133K
|
26.6K
$4.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2+ 0.02% |
$300 - $312
|
8.99K
$1.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
97+ 1.08% |
$14.5K - $15.1K
|
9.1K
$1.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
251+ 1.48% |
$37.6K - $39.1K
|
17.2K
$2.62M
|
|
|
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 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-8- 0.34% |
$1.2K - $1.25K
|
2.32K
$353K
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-45- 3.17% |
$6.75K - $7.01K
|
1.37K
$209K
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
3.68KNew |
$551K - $573K
|
3.68K
$559K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
101+ 4.82% |
$15.1K - $15.7K
|
2.2K
$334K
|
|
|
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 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-88.5K- 15.16% |
$13.3M - $13.8M
|
495K
$75.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
89+ 5.46% |
$13.3K - $13.9K
|
1.72K
$261K
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.73K+ 59.33% |
$409K - $425K
|
7.33K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-65- 1.41% |
$9.74K - $10.1K
|
4.54K
$690K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.07K- 1.04% |
$161K - $167K
|
102K
$15.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-115- 2.85% |
$17.2K - $17.9K
|
3.91K
$595K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-18- 0.55% |
$2.7K - $2.8K
|
3.25K
$494K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
26+ 1.27% |
$3.9K - $4.05K
|
2.07K
$314K
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-59- 0.52% |
$8.84K - $9.19K
|
11.3K
$1.72M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.72K+ 20.47% |
$558K - $580K
|
21.9K
$3.33M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$750 - $779
|
1.81K
$274K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.11K- 19.09% |
$166K - $172K
|
4.69K
$713K
|
|
|
Jan 21, 2026
Q4 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
130+ 2.73% |
$19.5K - $20.3K
|
4.89K
$743K
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
250+ 11.44% |
$37.5K - $38.9K
|
2.44K
$370K
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
892+ 1.25% |
$134K - $139K
|
72K
$10.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
101+ 9.22% |
$15.1K - $15.7K
|
1.2K
$182K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.2K+ 70.55% |
$180K - $187K
|
2.9K
$441K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
122K+ 3752.99% |
$18.3M - $19M
|
125K
$19M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.31K- 6.17% |
$196K - $203K
|
19.9K
$3.02M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
90+ 6.42% |
$13.5K - $14K
|
1.49K
$227K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-208- 1.61% |
$31.2K - $32.4K
|
12.7K
$1.93M
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-30- 1.69% |
$4.5K - $4.67K
|
1.75K
$266K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
434+ 13.16% |
$65.1K - $67.6K
|
3.73K
$567K
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
360New |
$54K - $56.1K
|
360
$54.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
328+ 2.13% |
$49.2K - $51.1K
|
15.7K
$2.39M
|
|
|
Jan 21, 2026
Q4 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.12K+ 32.76% |
$467K - $486K
|
12.6K
$1.92M
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.2% |
$150 - $156
|
496
$75.4K
|
|