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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
202+ 1262.5% |
$23.5K - $29.8K
|
218
$33.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
300New |
$34.9K - $44.3K
|
300
$45.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
95New |
$11.1K - $14K
|
95
$14.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-41.9K- 93.01% |
$4.88M - $6.19M
|
3.15K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-295- 10.91% |
$34.3K - $43.5K
|
2.41K
$366K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.39KNew |
$161K - $204K
|
1.39K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 3.03% |
$116 - $148
|
34
$5.17K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1+ 0.05% |
$116 - $148
|
2.09K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-576- 27.07% |
$67.1K - $85K
|
1.55K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
262+ 1.98% |
$30.5K - $38.7K
|
13.5K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1K- 19.5% |
$117K - $148K
|
4.14K
$629K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
120+ 3.31% |
$14K - $17.7K
|
3.75K
$570K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.5KNew |
$175K - $221K
|
1.5K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-86K- 75.78% |
$10M - $12.7M
|
27.5K
$4.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.09K+ 7.65% |
$942K - $1.19M
|
114K
$17.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 3.5% |
$11.6K - $14.8K
|
2.75K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-69- 2.71% |
$8.03K - $10.2K
|
2.48K
$377K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
645New |
$75.1K - $95.2K
|
645
$98K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.15MNew |
$134M - $169M
|
1.15M
$174M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.6% |
$116 - $148
|
169
$25.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.08% |
$233 - $295
|
2.46K
$374K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-492- 39.49% |
$57.3K - $72.6K
|
754
$115K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-758- 61.13% |
$88.2K - $112K
|
482
$73.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-384- 18.77% |
$44.7K - $56.6K
|
1.66K
$253K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-31- 1.48% |
$3.61K - $4.57K
|
2.06K
$313K
|
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-230- 0.61% |
$26.8K - $33.9K
|
37.6K
$5.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
900+ 48.54% |
$105K - $133K
|
2.75K
$419K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
97.3KNew |
$11.3M - $14.4M
|
97.3K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151+ 0.6% |
$17.6K - $22.3K
|
25.3K
$3.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.3KNew |
$268K - $340K
|
2.3K
$350K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.38KNew |
$161K - $203K
|
1.38K
$210K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-53- 2.6% |
$6.17K - $7.82K
|
1.98K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
16KNew |
$1.86M - $2.36M
|
16K
$2.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4- 4.94% |
$466 - $590
|
77
$11.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15+ 30.0% |
$1.75K - $2.21K
|
65
$9.88K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-76- 3.97% |
$8.85K - $11.2K
|
1.84K
$279K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 2.0% |
$116 - $148
|
51
$7.75K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
124New |
$14.4K - $18.3K
|
124
$18.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-979- 13.08% |
$114K - $144K
|
6.51K
$989K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-239- 12.94% |
$27.8K - $35.3K
|
1.61K
$244K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 4.76% |
$11.6K - $14.8K
|
2K
$304K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
219New |
$25.5K - $32.3K
|
219
$33.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-3.42K- 37.33% |
$399K - $505K
|
5.75K
$873K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
150+ 73.53% |
$17.5K - $22.1K
|
354
$53.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.6KNew |
$1.47M - $1.86M
|
12.6K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.42K+ 211.44% |
$514K - $652K
|
6.51K
$989K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
661+ 22.29% |
$77K - $97.5K
|
3.63K
$551K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 53.19% |
$11.6K - $14.8K
|
88
$13.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.84KNew |
$564K - $714K
|
4.84K
$736K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.42KNew |
$165K - $209K
|
1.42K
$216K
|
|