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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.11K+ 15.92% |
$756K - $792K
|
37.2K
$5.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-46- 2.34% |
$6.81K - $7.13K
|
1.92K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-392- 15.79% |
$58K - $60.8K
|
2.09K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
105K+ 196.81% |
$15.5M - $16.3M
|
158K
$24.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
20KNew |
$2.96M - $3.1M
|
20K
$3.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.1K+ 1.24% |
$162K - $170K
|
89.1K
$13.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.4K+ 2.34% |
$1.24M - $1.3M
|
367K
$55.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-94- 0.78% |
$13.9K - $14.6K
|
12K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-803- 2.05% |
$119K - $124K
|
38.4K
$5.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.74K+ 3.48% |
$701K - $734K
|
141K
$21.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 1.54% |
$7.4K - $7.75K
|
3.29K
$500K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.28% |
$592 - $620
|
1.45K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-411- 2.5% |
$60.8K - $63.7K
|
16K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.6K- 6.38% |
$385K - $403K
|
38.1K
$5.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-82- 0.34% |
$12.1K - $12.7K
|
24.1K
$3.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-478- 0.55% |
$70.7K - $74.1K
|
86.9K
$13.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-457- 9.22% |
$67.6K - $70.8K
|
4.5K
$684K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-183- 3.06% |
$27.1K - $28.4K
|
5.8K
$882K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
SELL
|
- |
-7.12KClosed |
$1.05M - $1.1M
|
0
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-341- 13.5% |
$50.4K - $52.9K
|
2.19K
$332K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.87K- 28.32% |
$276K - $289K
|
4.73K
$718K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.1M+ 20.18% |
$162M - $170M
|
6.52M
$992M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
479K+ 6.14% |
$70.9M - $74.3M
|
8.28M
$1.26B
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-285- 3.59% |
$42.2K - $44.2K
|
7.66K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
581+ 15.96% |
$86K - $90K
|
4.22K
$642K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
338+ 8.58% |
$50K - $52.4K
|
4.28K
$650K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-543- 2.17% |
$80.3K - $84.2K
|
24.5K
$3.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.32KNew |
$196K - $205K
|
1.32K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
479+ 3.42% |
$70.9K - $74.2K
|
14.5K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
530+ 1.52% |
$78.4K - $82.1K
|
35.4K
$5.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.74KNew |
$257K - $270K
|
1.74K
$264K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-4.93K- 24.55% |
$729K - $764K
|
15.2K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.01K- 29.65% |
$297K - $311K
|
4.76K
$724K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-233- 2.23% |
$34.5K - $36.1K
|
10.2K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8+ 0.13% |
$1.18K - $1.24K
|
6.31K
$959K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.29K- 2.43% |
$486K - $509K
|
132K
$20M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-49- 0.74% |
$7.25K - $7.59K
|
6.54K
$995K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.38KNew |
$795K - $833K
|
5.38K
$817K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
52+ 1.48% |
$7.69K - $8.06K
|
3.57K
$543K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
875+ 23.26% |
$129K - $136K
|
4.64K
$705K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.3K+ 249.35% |
$340K - $356K
|
3.22K
$490K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
664New |
$98.2K - $103K
|
664
$101K
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.57K- 3.71% |
$232K - $243K
|
40.7K
$6.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.14% |
$296 - $310
|
1.45K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
80+ 1.19% |
$11.8K - $12.4K
|
6.79K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-218- 50.11% |
$32.3K - $33.8K
|
217
$33K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
365+ 19.21% |
$54K - $56.6K
|
2.27K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-7.46K- 7.65% |
$1.1M - $1.16M
|
90K
$13.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-89- 18.09% |
$13.2K - $13.8K
|
403
$61.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.13K- 7.19% |
$168K - $176K
|
14.6K
$2.22M
|
|