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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
176K+ 122.34% |
$20.5M - $25.9M
|
320K
$48.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.59KNew |
$186K - $235K
|
1.59K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-62- 5.59% |
$7.22K - $9.15K
|
1.05K
$159K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.93K- 4.09% |
$224K - $284K
|
45.2K
$6.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.49KNew |
$174K - $220K
|
1.49K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.03% |
$116 - $148
|
3.56K
$542K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
500New |
$58.2K - $73.8K
|
500
$76K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-216- 8.29% |
$25.1K - $31.9K
|
2.39K
$363K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
246New |
$28.6K - $36.3K
|
246
$37.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48KNew |
$173K - $219K
|
1.48K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-8- 8.89% |
$931 - $1.18K
|
82
$12.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
150+ 21.8% |
$17.5K - $22.1K
|
838
$127K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-47- 48.45% |
$5.47K - $6.93K
|
50
$7.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-317- 0.09% |
$36.9K - $46.8K
|
355K
$53.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.08% |
$349 - $443
|
4K
$608K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-596- 48.61% |
$69.4K - $87.9K
|
630
$95.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-141- 4.2% |
$16.4K - $20.8K
|
3.22K
$489K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-150- 8.82% |
$17.5K - $22.1K
|
1.55K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.37KNew |
$159K - $202K
|
1.37K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.27KNew |
$148K - $188K
|
1.27K
$193K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-77- 7.71% |
$8.96K - $11.4K
|
922
$140K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.9KNew |
$221K - $280K
|
1.9K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-30- 0.33% |
$3.49K - $4.43K
|
8.98K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-649- 2.82% |
$75.6K - $95.7K
|
22.4K
$3.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 16.67% |
$2.91K - $3.69K
|
175
$26.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
194+ 12.44% |
$22.6K - $28.6K
|
1.75K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-422- 9.48% |
$49.1K - $62.3K
|
4.03K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
50+ 0.74% |
$5.82K - $7.38K
|
6.85K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.88KNew |
$218K - $277K
|
1.88K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
13.6KNew |
$1.59M - $2.01M
|
13.6K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2K+ 50.0% |
$233K - $295K
|
6K
$912K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-88- 3.83% |
$10.2K - $13K
|
2.21K
$336K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.89KNew |
$220K - $279K
|
1.89K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.82KNew |
$212K - $268K
|
1.82K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-5.53K- 92.09% |
$644K - $816K
|
475
$72.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-67- 2.23% |
$7.8K - $9.88K
|
2.93K
$446K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-12.2K- 0.71% |
$1.42M - $1.79M
|
1.71M
$259M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-3- 0.1% |
$349 - $443
|
2.95K
$448K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
87+ 8.54% |
$10.1K - $12.8K
|
1.11K
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-30- 0.9% |
$3.49K - $4.43K
|
3.3K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-665- 1.05% |
$77.4K - $98.1K
|
62.9K
$9.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
123+ 0.62% |
$14.3K - $18.1K
|
19.9K
$3.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.33% |
$116 - $148
|
76
$11.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-77- 41.62% |
$8.96K - $11.4K
|
108
$16.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-264- 13.79% |
$30.7K - $38.9K
|
1.65K
$251K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-350- 18.36% |
$40.7K - $51.6K
|
1.56K
$237K
|
|