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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.99KNew |
$481K - $541K
|
3.99K
$575K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-433- 0.19% |
$52.2K - $58.6K
|
230K
$33.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-272- 2.2% |
$32.8K - $36.8K
|
12.1K
$1.74M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
146KNew |
$17.7M - $19.8M
|
146K
$21.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.4KNew |
$1.49M - $1.67M
|
12.4K
$1.78M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.49KNew |
$300K - $337K
|
2.49K
$358K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
91+ 1.77% |
$11K - $12.3K
|
5.23K
$753K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.45K+ 41.82% |
$295K - $332K
|
8.31K
$1.2M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
73.1KNew |
$8.81M - $9.9M
|
73.1K
$10.5M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.52% |
$2.41K - $2.71K
|
773
$111K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.53% |
$121 - $135
|
190
$27.4K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 50.93% |
$211K - $237K
|
1.69K
$243K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
938+ 6.76% |
$113K - $127K
|
14.8K
$2.13M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123+ 37.5% |
$14.8K - $16.7K
|
451
$64.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
256+ 8.44% |
$30.9K - $34.7K
|
3.29K
$473K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.56K- 20.77% |
$188K - $211K
|
5.94K
$855K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
10.8K+ 31.77% |
$1.3M - $1.47M
|
44.9K
$6.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.3K- 5.21% |
$2.44M - $2.75M
|
369K
$53.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-190- 2.43% |
$22.9K - $25.7K
|
7.62K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-223- 4.65% |
$26.9K - $30.2K
|
4.57K
$658K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
289K+ 20.29% |
$34.9M - $39.2M
|
1.72M
$247M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
507KNew |
$61.1M - $68.6M
|
507K
$73M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 59.18% |
$48.6K - $54.6K
|
1.08K
$156K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.86K- 39.54% |
$827K - $930K
|
10.5K
$1.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-17- 1.64% |
$2.05K - $2.3K
|
1.02K
$146K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.38K- 5.86% |
$166K - $187K
|
22.1K
$3.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5K- 23.42% |
$603K - $677K
|
16.3K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$3.26K - $3.66K
|
27
$3.89K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
125+ 7.29% |
$15.1K - $16.9K
|
1.84K
$265K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
125+ 6.36% |
$15.1K - $16.9K
|
2.09K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.2K- 30.0% |
$506K - $569K
|
9.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-210K- 82.99% |
$25.3M - $28.4M
|
43K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.8K+ 2.16% |
$217K - $244K
|
85K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.53KNew |
$185K - $208K
|
1.53K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.3K+ 531.12% |
$2.93M - $3.29M
|
28.8K
$4.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-70- 1.87% |
$8.44K - $9.48K
|
3.68K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.84KNew |
$222K - $249K
|
1.84K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.3K- 50.74% |
$1.61M - $1.81M
|
12.9K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.78K+ 86.0% |
$938K - $1.05M
|
16.8K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-504- 22.04% |
$60.8K - $68.3K
|
1.78K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-345K- 81.16% |
$41.6M - $46.7M
|
80.1K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
CALL |
-248K- 99.28% |
$29.9M - $33.6M
|
1.8K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
25+ 1.33% |
$3.01K - $3.39K
|
1.9K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
707+ 12.11% |
$85.2K - $95.8K
|
6.54K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.87KNew |
$587K - $660K
|
4.87K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48KNew |
$179K - $201K
|
1.48K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
169+ 3.23% |
$20.4K - $22.9K
|
5.4K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
47.1KNew |
$5.67M - $6.38M
|
47.1K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.28K- 6.64% |
$155K - $174K
|
18K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
963+ 1.36% |
$116K - $130K
|
71.8K
$10.3M
|