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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
4.51KNew |
$581K - $639K
|
4.51K
$686K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
8New |
$1.03K - $1.13K
|
8
$1.22K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-695- 1.88% |
$89.5K - $98.5K
|
36.3K
$5.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
20+ 0.23% |
$2.58K - $2.83K
|
8.58K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-473- 0.94% |
$60.9K - $67K
|
50.1K
$7.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.58KNew |
$203K - $223K
|
1.58K
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.58KNew |
$332K - $365K
|
2.58K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-96- 8.34% |
$12.4K - $13.6K
|
1.06K
$160K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 22.04% |
$17.3K - $19K
|
474
$72.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-300- 66.67% |
$38.6K - $42.5K
|
150
$22.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
25+ 53.19% |
$3.22K - $3.54K
|
72
$10.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-135- 7.81% |
$17.4K - $19.1K
|
1.59K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2+ 0.13% |
$258 - $283
|
1.6K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
100New |
$12.9K - $14.2K
|
100
$15.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.66K- 42.67% |
$343K - $377K
|
3.58K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-185K- 16.69% |
$23.8M - $26.2M
|
924K
$140M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
129New |
$16.6K - $18.3K
|
129
$19.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.98KNew |
$513K - $564K
|
3.98K
$605K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-75- 1.16% |
$9.66K - $10.6K
|
6.38K
$969K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.88K+ 13.67% |
$242K - $266K
|
15.6K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
320+ 10.06% |
$41.2K - $45.3K
|
3.5K
$532K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
349+ 10.87% |
$44.9K - $49.4K
|
3.56K
$541K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
13.6KNew |
$1.76M - $1.93M
|
13.6K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-1.79K- 39.08% |
$231K - $254K
|
2.8K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
290+ 166.67% |
$37.3K - $41.1K
|
464
$70.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-7.09K- 52.86% |
$913K - $1M
|
6.32K
$961K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-482- 23.45% |
$62.1K - $68.3K
|
1.57K
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-838- 2.28% |
$108K - $119K
|
35.9K
$5.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
45KNew |
$5.8M - $6.38M
|
45K
$6.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
38.4KNew |
$4.95M - $5.44M
|
38.4K
$5.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
28KNew |
$3.61M - $3.97M
|
28K
$4.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.71KNew |
$220K - $242K
|
1.71K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
15.6KNew |
$2.01M - $2.21M
|
15.6K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-194- 3.97% |
$25K - $27.5K
|
4.7K
$714K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.84KNew |
$366K - $402K
|
2.84K
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.93KNew |
$763K - $840K
|
5.93K
$901K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.56KNew |
$206K - $225K
|
1.56K
$237K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
261New |
$34.4K - $37.6K
|
261
$39.7K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3New |
$395 - $432
|
3
$456
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.93KNew |
$254K - $278K
|
1.93K
$293K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-18Closed |
$2.37K - $2.59K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
705New |
$92.9K - $102K
|
705
$107K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-14- 20.9% |
$1.84K - $2.02K
|
53
$8.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18+ 4.58% |
$2.37K - $2.59K
|
411
$62.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
300KNew |
$39.5M - $43.2M
|
300K
$45.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-236- 2.28% |
$31.1K - $34K
|
10.1K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-94- 1.9% |
$12.4K - $13.5K
|
4.86K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 4.0% |
$132 - $144
|
26
$3.95K
|
|
|
Feb 14, 2025
Q4 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
17KNew |
$2.24M - $2.45M
|
17K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
355KNew |
$46.8M - $51.1M
|
355K
$54M
|
|