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
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-34- 2.31% |
$5.03K - $5.27K
|
1.44K
$218K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.02K+ 88.76% |
$743K - $778K
|
10.7K
$1.62M
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-28.8K- 20.39% |
$4.26M - $4.46M
|
112K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
387+ 7.78% |
$57.3K - $60K
|
5.36K
$815K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
55+ 8.38% |
$8.14K - $8.52K
|
711
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-351- 1.11% |
$51.9K - $54.4K
|
31.2K
$4.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.39KNew |
$205K - $215K
|
1.39K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
42.9K+ 45.03% |
$6.34M - $6.64M
|
138K
$21M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-520- 1.32% |
$76.9K - $80.6K
|
38.7K
$5.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.7K- 39.64% |
$1.59M - $1.66M
|
16.3K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-259- 2.56% |
$38.3K - $40.1K
|
9.84K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
321+ 0.83% |
$47.5K - $49.8K
|
39K
$5.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
377+ 1.82% |
$55.8K - $58.4K
|
21.1K
$3.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
605+ 2.41% |
$89.5K - $93.8K
|
25.7K
$3.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
38+ 0.5% |
$5.62K - $5.89K
|
7.57K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-100- 0.4% |
$14.8K - $15.5K
|
25K
$3.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
555+ 6.17% |
$82.1K - $86K
|
9.56K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-84- 0.25% |
$12.4K - $13K
|
33.1K
$5.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
9+ 0.37% |
$1.33K - $1.39K
|
2.46K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
98+ 80.33% |
$14.5K - $15.2K
|
220
$33.4K
|
|