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 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
725+ 27.8% |
$87.4K - $98.2K
|
3.33K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
46+ 1.28% |
$5.55K - $6.23K
|
3.63K
$504K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-400- 26.32% |
$48.2K - $54.2K
|
1.12K
$155K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
144+ 14.56% |
$17.4K - $19.5K
|
1.13K
$157K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-62- 0.94% |
$7.47K - $8.4K
|
6.57K
$911K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$216K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.2K- 2.16% |
$265K - $298K
|
99.6K
$13.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
150New |
$18.1K - $20.3K
|
150
$20.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-12.1K- 28.37% |
$1.46M - $1.64M
|
30.6K
$4.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
108+ 1.06% |
$13K - $14.6K
|
10.3K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.5KNew |
$181K - $204K
|
1.5K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-30- 3.33% |
$3.62K - $4.06K
|
870
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-120- 5.26% |
$14.5K - $16.3K
|
2.16K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$265K - $297K
|
2.2K
$305K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.39K+ 30.83% |
$1.01M - $1.14M
|
35.6K
$4.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$212K - $238K
|
1.76K
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$189K - $213K
|
1.57K
$218K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
139+ 4.16% |
$16.8K - $18.8K
|
3.48K
$483K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.21% |
$121 - $135
|
484
$67.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.24% |
$121 - $135
|
412
$57.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-355- 11.45% |
$42.8K - $48.1K
|
2.75K
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
14.1K+ 36.41% |
$1.7M - $1.91M
|
52.8K
$7.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.03K- 5.21% |
$124K - $139K
|
18.7K
$2.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-282- 2.11% |
$34K - $38.2K
|
13.1K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-347- 15.19% |
$41.8K - $47K
|
1.94K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-258- 0.33% |
$31.1K - $34.9K
|
77.7K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.26KNew |
$272K - $306K
|
2.26K
$313K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 0.47% |
$11.3K - $12.7K
|
20.1K
$2.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
70+ 3.9% |
$8.44K - $9.48K
|
1.86K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
250+ 11.04% |
$30.1K - $33.9K
|
2.52K
$349K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-94- 48.45% |
$11.3K - $12.7K
|
100
$13.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
51.1K+ 3.41% |
$6.16M - $6.92M
|
1.55M
$215M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23- 0.13% |
$2.77K - $3.12K
|
18.3K
$2.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 2.08% |
$4.22K - $4.74K
|
1.72K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
86+ 0.24% |
$10.4K - $11.6K
|
36.5K
$5.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1New |
$121 - $135
|
1
$139
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-12.9K- 24.27% |
$1.55M - $1.75M
|
40.2K
$5.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.54K+ 0.6% |
$186K - $209K
|
258K
$35.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
486+ 4.02% |
$58.6K - $65.8K
|
12.6K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-29- 2.28% |
$3.5K - $3.93K
|
1.24K
$173K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10.3K- 83.48% |
$1.24M - $1.4M
|
2.04K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-398K- 96.75% |
$48M - $53.9M
|
13.4K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 4.06% |
$24.1K - $27.1K
|
5.13K
$711K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.29K- 4.42% |
$155K - $174K
|
27.8K
$3.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-53- 37.32% |
$6.39K - $7.18K
|
89
$12.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.55K+ 2.01% |
$187K - $210K
|
78.9K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.48% |
$1.09K - $1.22K
|
1.89K
$262K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$179K - $201K
|
1.48K
$205K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.13K+ 40.63% |
$1.1M - $1.24M
|
31.6K
$4.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
804+ 50.44% |
$96.9K - $109K
|
2.4K
$333K
|