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 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6K+ 78.9% |
$724K - $813K
|
13.6K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
375+ 1.67% |
$45.2K - $50.8K
|
22.9K
$3.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
462+ 9.31% |
$55.7K - $62.6K
|
5.43K
$753K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
50+ 30.3% |
$6.03K - $6.77K
|
215
$29.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
292+ 3.63% |
$35.2K - $39.5K
|
8.34K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.23K+ 92.21% |
$1.11M - $1.25M
|
19.2K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-903- 3.05% |
$109K - $122K
|
28.7K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.22% |
$482 - $542
|
1.81K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
61+ 2.51% |
$7.35K - $8.26K
|
2.49K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-267- 4.62% |
$32.2K - $36.2K
|
5.52K
$765K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-124- 2.23% |
$14.9K - $16.8K
|
5.43K
$753K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-56.1K- 96.84% |
$6.76M - $7.6M
|
1.83K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.38K+ 16.36% |
$408K - $458K
|
24.1K
$3.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.27% |
$1.21K - $1.35K
|
3.73K
$517K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.36% |
$964 - $1.08K
|
2.24K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
383+ 14.83% |
$46.2K - $51.9K
|
2.97K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.2K+ 17.19% |
$145K - $162K
|
8.17K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
166+ 4.27% |
$20K - $22.5K
|
4.05K
$562K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.24K- 11.69% |
$149K - $168K
|
9.36K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-50- 45.45% |
$6.03K - $6.77K
|
60
$8.32K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
939+ 53.35% |
$113K - $127K
|
2.7K
$374K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$121 - $135
|
7.14K
$990K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
196+ 1.91% |
$23.6K - $26.5K
|
10.5K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-437- 0.83% |
$52.7K - $59.2K
|
52.1K
$7.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
627+ 24.82% |
$75.6K - $84.9K
|
3.15K
$437K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 6.11% |
$5.3K - $5.96K
|
676
$93.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-985- 10.37% |
$119K - $133K
|
8.51K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-1.42K- 7.82% |
$171K - $192K
|
16.7K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.3K- 8.76% |
$639K - $718K
|
55.2K
$7.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.03K+ 13.83% |
$244K - $275K
|
16.7K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.04% |
$121 - $135
|
2.72K
$377K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.35% |
$121 - $135
|
75
$10.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-167K- 99.36% |
$20.1M - $22.6M
|
1.08K
$150K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-102- 1.42% |
$12.3K - $13.8K
|
7.09K
$983K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18K- 80.12% |
$2.17M - $2.43M
|
4.46K
$618K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13K+ 40.98% |
$1.57M - $1.77M
|
44.9K
$6.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-513- 0.86% |
$61.8K - $69.5K
|
59.4K
$8.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
113New |
$13.6K - $15.3K
|
113
$15.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
360+ 1.84% |
$43.4K - $48.8K
|
19.9K
$2.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.08K+ 1.35% |
$130K - $146K
|
80.5K
$11.2M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.62K- 33.34% |
$195K - $220K
|
3.24K
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.02KNew |
$485K - $545K
|
4.02K
$558K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-217- 9.37% |
$26.2K - $29.4K
|
2.1K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
413+ 12.38% |
$49.8K - $55.9K
|
3.75K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-458- 0.35% |
$55.2K - $62K
|
131K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.31% |
$964 - $1.08K
|
2.61K
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3+ 0.12% |
$362 - $406
|
2.51K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-324- 1.69% |
$39.1K - $43.9K
|
18.9K
$2.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-424- 1.44% |
$51.1K - $57.4K
|
29K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-231- 2.81% |
$27.8K - $31.3K
|
8K
$1.11M
|