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 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.38% |
$1.04K - $1.08K
|
1.87K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-103- 3.57% |
$15.2K - $16K
|
2.78K
$423K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-140- 0.26% |
$20.7K - $21.7K
|
53K
$8.05M
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
20+ 0.65% |
$2.96K - $3.1K
|
3.09K
$470K
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-4.02K- 30.2% |
$595K - $623K
|
9.3K
$1.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-10.1K- 98.42% |
$1.49M - $1.56M
|
162
$24.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-217- 9.14% |
$32.1K - $33.6K
|
2.16K
$328K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
273+ 2.97% |
$40.4K - $42.3K
|
9.46K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
24+ 0.11% |
$3.55K - $3.72K
|
21K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.57K+ 12.41% |
$232K - $243K
|
14.2K
$2.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-25- 0.36% |
$3.7K - $3.87K
|
6.84K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.2KNew |
$621K - $651K
|
4.2K
$638K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-3- 0.06% |
$444 - $465
|
5.16K
$784K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
60+ 2.11% |
$8.88K - $9.3K
|
2.91K
$442K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
200+ 14.2% |
$29.6K - $31K
|
1.61K
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1- 50.0% |
$148 - $155
|
1
$152
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-68- 3.14% |
$10.1K - $10.5K
|
2.1K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-80- 4.51% |
$11.8K - $12.4K
|
1.69K
$258K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
256+ 0.52% |
$37.9K - $39.7K
|
49.1K
$7.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11+ 0.3% |
$1.63K - $1.7K
|
3.68K
$560K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.22K+ 17.43% |
$920K - $964K
|
41.9K
$6.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-66Closed |
$9.76K - $10.2K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
184+ 8.82% |
$27.2K - $28.5K
|
2.27K
$345K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
486+ 8.54% |
$71.9K - $75.3K
|
6.18K
$939K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-105- 4.0% |
$15.5K - $16.3K
|
2.52K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.74K+ 9.68% |
$553K - $579K
|
42.3K
$6.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-504- 2.72% |
$74.6K - $78.1K
|
18K
$2.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$148 - $155
|
3.32K
$504K
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
874+ 1.55% |
$129K - $135K
|
57.3K
$8.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.96KNew |
$438K - $459K
|
2.96K
$450K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-168K- 97.67% |
$24.9M - $26M
|
4.02K
$610K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
10.4K+ 42.18% |
$1.53M - $1.61M
|
34.9K
$5.31M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
151+ 1.91% |
$22.3K - $23.4K
|
8.05K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
129+ 1.77% |
$19.1K - $20K
|
7.4K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
515+ 1.28% |
$76.2K - $79.8K
|
40.7K
$6.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
102KNew |
$15.1M - $15.8M
|
102K
$15.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.17K+ 5.47% |
$470K - $492K
|
61.2K
$9.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-381- 23.02% |
$56.4K - $59.1K
|
1.27K
$194K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
4.63K+ 14.01% |
$685K - $718K
|
37.7K
$5.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
55+ 2.2% |
$8.14K - $8.52K
|
2.56K
$389K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-171- 1.95% |
$25.3K - $26.5K
|
8.61K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
34+ 2.04% |
$5.03K - $5.27K
|
1.7K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-20- 0.33% |
$2.96K - $3.1K
|
6.02K
$915K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-32- 0.24% |
$4.73K - $4.96K
|
13.2K
$2M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
744+ 1.79% |
$110K - $115K
|
42.3K
$6.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
210+ 0.87% |
$31.1K - $32.5K
|
24.3K
$3.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-769- 12.25% |
$114K - $119K
|
5.51K
$837K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.16K+ 66.82% |
$172K - $180K
|
2.9K
$440K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
48+ 0.4% |
$7.1K - $7.44K
|
11.9K
$1.81M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-145- 0.34% |
$21.5K - $22.5K
|
42.3K
$6.43M
|
|