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 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-22- 0.2% |
$3.25K - $3.41K
|
10.9K
$1.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-924K- 37.8% |
$137M - $143M
|
1.52M
$231M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.14K- 11.56% |
$169K - $177K
|
8.71K
$1.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
28K+ 8.73% |
$4.14M - $4.34M
|
349K
$53M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-345- 8.89% |
$51K - $53.5K
|
3.54K
$538K
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.46K+ 81.28% |
$216K - $227K
|
3.26K
$496K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$8.14K - $8.52K
|
55
$8.36K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.22K- 16.64% |
$329K - $344K
|
11.1K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.35KNew |
$199K - $209K
|
1.35K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-5- 0.25% |
$740 - $775
|
2.02K
$307K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
51.8K+ 154.2% |
$7.66M - $8.03M
|
85.4K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.15K- 7.26% |
$613K - $643K
|
52.9K
$8.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
491+ 2.67% |
$72.6K - $76.1K
|
18.9K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-55.9K- 97.52% |
$8.26M - $8.66M
|
1.42K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
44+ 2.04% |
$6.51K - $6.82K
|
2.2K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$148 - $155
|
10K
$1.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
127+ 2.28% |
$18.8K - $19.7K
|
5.69K
$865K
|
|
|
Nov 03, 2025
Q3 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
40+ 1.88% |
$5.92K - $6.2K
|
2.17K
$330K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
44+ 0.08% |
$6.51K - $6.82K
|
53.3K
$8.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
575+ 31.77% |
$85.1K - $89.1K
|
2.39K
$363K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-459- 13.96% |
$67.9K - $71.1K
|
2.83K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.59K+ 7.35% |
$1.27M - $1.33M
|
126K
$19.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.3% |
$148 - $155
|
332
$50.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.59% |
$148 - $155
|
171
$26K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
209+ 3.9% |
$30.9K - $32.4K
|
5.57K
$847K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.1% |
$148 - $155
|
959
$146K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-623- 16.91% |
$92.2K - $96.6K
|
3.06K
$465K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
137K+ 406.67% |
$20.2M - $21.2M
|
170K
$25.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-885- 15.58% |
$131K - $137K
|
4.8K
$729K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.01K- 13.33% |
$150K - $157K
|
6.59K
$1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
657New |
$97.2K - $102K
|
657
$99.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$444 - $465
|
2.72K
$413K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-310- 1.88% |
$45.9K - $48K
|
16.1K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-150- 6.2% |
$22.2K - $23.2K
|
2.27K
$345K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.92K- 9.68% |
$433K - $453K
|
27.3K
$4.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
13+ 0.44% |
$1.92K - $2.01K
|
3K
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-185- 6.9% |
$27.4K - $28.7K
|
2.5K
$380K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
20.6K+ 558.92% |
$3.05M - $3.19M
|
24.3K
$3.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.66K+ 28.86% |
$245K - $257K
|
7.39K
$1.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-151- 2.08% |
$22.3K - $23.4K
|
7.11K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
607+ 1.53% |
$89.8K - $94.1K
|
40.3K
$6.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-278- 2.18% |
$41.1K - $43.1K
|
12.4K
$1.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
633+ 11.14% |
$93.6K - $98.1K
|
6.32K
$960K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-839- 4.23% |
$124K - $130K
|
19K
$2.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.4K+ 77.35% |
$1.54M - $1.61M
|
23.8K
$3.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
50+ 1.69% |
$7.4K - $7.75K
|
3.01K
$457K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-87- 1.42% |
$12.9K - $13.5K
|
6.04K
$917K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-10K- 9.21% |
$1.48M - $1.56M
|
98.9K
$15M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
37.9KNew |
$5.61M - $5.87M
|
37.9K
$5.76M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-249- 5.17% |
$36.8K - $38.6K
|
4.57K
$695K
|
|