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 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
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
68+ 2.08% |
$10.1K - $10.5K
|
3.34K
$508K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
210+ 3.67% |
$31.1K - $32.5K
|
5.93K
$901K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
5.9KNew |
$873K - $915K
|
5.9K
$897K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-6.42K- 51.72% |
$950K - $995K
|
5.99K
$911K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
156+ 11.38% |
$23.1K - $24.2K
|
1.53K
$232K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.4KNew |
$207K - $217K
|
1.4K
$213K
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-150- 2.34% |
$22.2K - $23.2K
|
6.25K
$950K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-282- 3.19% |
$41.7K - $43.7K
|
8.55K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
69+ 3.65% |
$10.2K - $10.7K
|
1.96K
$298K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50+ 2.99% |
$7.4K - $7.75K
|
1.73K
$262K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-54- 1.87% |
$7.99K - $8.37K
|
2.83K
$430K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
459+ 1.08% |
$67.9K - $71.1K
|
42.9K
$6.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
3+ 0.12% |
$444 - $465
|
2.55K
$388K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
178+ 6.41% |
$26.3K - $27.6K
|
2.95K
$449K
|
|
|
Oct 16, 2025
Q3 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
764+ 54.96% |
$113K - $118K
|
2.15K
$327K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
546+ 3.57% |
$80.8K - $84.6K
|
15.9K
$2.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
20+ 0.16% |
$2.96K - $3.1K
|
12.6K
$1.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
167+ 1.1% |
$24.7K - $25.9K
|
15.4K
$2.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$1.04K - $1.08K
|
1.8K
$274K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-82- 38.68% |
$12.1K - $12.7K
|
130
$19.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
537+ 1.55% |
$79.4K - $83.2K
|
35.2K
$5.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.61K+ 18.3% |
$387K - $405K
|
16.9K
$2.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
12.7K+ 137.15% |
$1.88M - $1.97M
|
22K
$3.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-605- 87.18% |
$89.5K - $93.8K
|
89
$13.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-139- 7.35% |
$20.6K - $21.5K
|
1.75K
$266K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-335- 15.76% |
$49.6K - $51.9K
|
1.79K
$272K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
46.6K+ 82.51% |
$6.9M - $7.23M
|
103K
$15.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
7.83KNew |
$1.16M - $1.21M
|
7.83K
$1.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
161+ 3.19% |
$23.8K - $25K
|
5.2K
$791K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
867+ 7.67% |
$128K - $134K
|
12.2K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
581+ 2.67% |
$86K - $90K
|
22.4K
$3.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-16- 0.14% |
$2.37K - $2.48K
|
11.4K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.5K- 70.35% |
$1.7M - $1.78M
|
4.83K
$735K
|
|