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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
30+ 1.83% |
$4.44K - $4.65K
|
1.67K
$253K
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-12.9K- 67.23% |
$1.91M - $2M
|
6.3K
$957K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
491+ 22.74% |
$72.6K - $76.1K
|
2.65K
$403K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-37- 0.18% |
$5.47K - $5.73K
|
20.9K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
23KNew |
$3.4M - $3.56M
|
23K
$3.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-26- 0.56% |
$3.85K - $4.03K
|
4.6K
$700K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
22+ 0.24% |
$3.25K - $3.41K
|
9.01K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
729+ 26.07% |
$108K - $113K
|
3.53K
$536K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-150K- 65.09% |
$22.3M - $23.3M
|
80.7K
$12.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
419+ 2.61% |
$62K - $64.9K
|
16.5K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-147- 3.66% |
$21.7K - $22.8K
|
3.87K
$588K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
27+ 0.66% |
$3.99K - $4.18K
|
4.1K
$623K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
1.92KNew |
$284K - $297K
|
1.92K
$292K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.61K- 16.98% |
$1.13M - $1.18M
|
37.2K
$5.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
4+ 0.05% |
$592 - $620
|
7.32K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-10.7K- 33.8% |
$1.59M - $1.66M
|
21K
$3.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
409+ 21.44% |
$60.5K - $63.4K
|
2.32K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
200New |
$29.6K - $31K
|
200
$30.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
157+ 3.19% |
$23.2K - $24.3K
|
5.09K
$773K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-17- 0.87% |
$2.51K - $2.63K
|
1.94K
$295K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-254- 3.11% |
$37.6K - $39.4K
|
7.93K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.8K+ 16.69% |
$3.97M - $4.16M
|
188K
$28.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2.53KNew |
$374K - $392K
|
2.53K
$384K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-50- 5.15% |
$7.4K - $7.75K
|
920
$140K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
11+ 0.28% |
$1.63K - $1.7K
|
4.01K
$609K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
12.5K+ 3.17% |
$1.84M - $1.93M
|
406K
$61.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.8K- 32.66% |
$1.45M - $1.52M
|
20.2K
$3.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-46- 0.48% |
$6.81K - $7.13K
|
9.54K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
2.46KNew |
$363K - $381K
|
2.46K
$373K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
32.6KNew |
$4.82M - $5.05M
|
32.6K
$4.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-211- 0.52% |
$31.2K - $32.7K
|
40.6K
$6.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.67K+ 467100.0% |
$691K - $724K
|
4.67K
$710K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.42% |
$148 - $155
|
237
$36K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
89+ 118.67% |
$13.2K - $13.8K
|
164
$24.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
75+ 1.11% |
$11.1K - $11.6K
|
6.82K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 0.37% |
$444 - $465
|
821
$125K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
32+ 1.33% |
$4.73K - $4.96K
|
2.45K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-79- 4.66% |
$11.7K - $12.2K
|
1.62K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.21K- 2.07% |
$179K - $188K
|
57.4K
$8.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-32.8K- 47.11% |
$4.85M - $5.08M
|
36.8K
$5.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-583- 7.82% |
$86.2K - $90.4K
|
6.87K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-269- 47.7% |
$39.8K - $41.7K
|
295
$44.8K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.74K+ 6.97% |
$848K - $889K
|
88K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
790K+ 36.11% |
$117M - $122M
|
2.98M
$453M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.99K+ 351.21% |
$1.48M - $1.55M
|
12.8K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-552- 4.63% |
$81.7K - $85.6K
|
11.4K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
280+ 8.53% |
$41.4K - $43.4K
|
3.56K
$542K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11+ 5.39% |
$1.63K - $1.7K
|
215
$32.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
2.03K+ 120.33% |
$300K - $315K
|
3.72K
$565K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
4+ 0.22% |
$592 - $620
|
1.81K
$275K
|
|