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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
302+ 33.26% |
$44.7K - $46.8K
|
1.21K
$184K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-127K- 48.12% |
$18.7M - $19.6M
|
136K
$20.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
689+ 4.54% |
$102K - $107K
|
15.9K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-255- 12.55% |
$37.7K - $39.5K
|
1.78K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-217- 5.83% |
$32.1K - $33.6K
|
3.5K
$532K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
9+ 12.86% |
$1.33K - $1.39K
|
79
$12K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-662- 16.21% |
$97.9K - $103K
|
3.42K
$520K
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-2.66K- 9.02% |
$394K - $412K
|
26.8K
$4.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-80- 0.16% |
$11.8K - $12.4K
|
48.7K
$7.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
369+ 4.95% |
$54.6K - $57.2K
|
7.82K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
52+ 0.72% |
$7.69K - $8.06K
|
7.29K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-214- 9.39% |
$31.7K - $33.2K
|
2.07K
$314K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.39K- 29.07% |
$205K - $215K
|
3.38K
$514K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-7- 0.19% |
$1.04K - $1.08K
|
3.68K
$560K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-53- 9.98% |
$7.84K - $8.21K
|
478
$72.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8+ 0.88% |
$1.18K - $1.24K
|
913
$139K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
80+ 1.82% |
$11.8K - $12.4K
|
4.48K
$682K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-98- 5.5% |
$14.5K - $15.2K
|
1.69K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
1.27K+ 62.38% |
$188K - $197K
|
3.31K
$503K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-34- 2.31% |
$5.03K - $5.27K
|
1.44K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
1.11K+ 30.58% |
$165K - $173K
|
4.75K
$723K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
877+ 58.47% |
$130K - $136K
|
2.38K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.23% |
$740 - $775
|
2.15K
$326K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.2K- 5.05% |
$325K - $340K
|
41.3K
$6.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
825+ 21.74% |
$122K - $128K
|
4.62K
$702K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13New |
$1.92K - $2.01K
|
13
$1.98K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
538+ 8.87% |
$79.6K - $83.4K
|
6.61K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
610New |
$90.2K - $94.5K
|
610
$92.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4.77K+ 24.09% |
$706K - $740K
|
24.6K
$3.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
728New |
$108K - $113K
|
728
$111K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
13.2KNew |
$1.95M - $2.05M
|
13.2K
$2.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-13K- 8.16% |
$1.92M - $2.01M
|
146K
$22.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-471- 2.57% |
$69.7K - $73K
|
17.8K
$2.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
26+ 0.35% |
$3.85K - $4.03K
|
7.41K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
248+ 0.42% |
$36.7K - $38.4K
|
60K
$9.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-29- 1.26% |
$4.29K - $4.49K
|
2.28K
$347K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-841- 34.08% |
$124K - $130K
|
1.63K
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-33- 0.47% |
$4.88K - $5.11K
|
7.01K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.48K+ 5.05% |
$367K - $384K
|
51.6K
$7.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
486New |
$71.9K - $75.3K
|
486
$73.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
988+ 13.52% |
$146K - $153K
|
8.3K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
73New |
$10.8K - $11.3K
|
73
$11.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
863+ 10.47% |
$128K - $134K
|
9.1K
$1.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-70- 1.3% |
$10.4K - $10.8K
|
5.31K
$806K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-2.81K- 12.95% |
$415K - $435K
|
18.9K
$2.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.37K- 17.88% |
$350K - $367K
|
10.9K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-158- 4.16% |
$23.4K - $24.5K
|
3.64K
$554K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
520+ 2.72% |
$76.9K - $80.6K
|
19.7K
$2.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 23.38% |
$153K - $160K
|
5.44K
$827K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.35K+ 16.77% |
$495K - $519K
|
23.3K
$3.54M
|
|