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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$182K - $204K
|
1.51K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-575- 10.73% |
$69.3K - $77.9K
|
4.79K
$678K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$30.1K - $33.9K
|
250
$35.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
404+ 12.93% |
$48.7K - $54.7K
|
3.53K
$500K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
621+ 19.71% |
$74.9K - $84.1K
|
3.77K
$534K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.23KNew |
$992K - $1.11M
|
8.23K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-627- 15.87% |
$75.6K - $84.9K
|
3.32K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
232+ 4.39% |
$28K - $31.4K
|
5.51K
$780K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.54K+ 4.25% |
$185K - $208K
|
37.7K
$5.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-6- 0.15% |
$723 - $813
|
4.01K
$568K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
478+ 2.07% |
$57.6K - $64.7K
|
23.6K
$3.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
773+ 0.9% |
$93.2K - $105K
|
86.6K
$12.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
391+ 3.33% |
$47.1K - $53K
|
12.1K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-213- 5.79% |
$25.7K - $28.8K
|
3.47K
$491K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.19% |
$1.81K - $2.03K
|
8.09K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.5KNew |
$181K - $203K
|
1.5K
$212K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.21K- 16.1% |
$266K - $299K
|
11.5K
$1.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-113- 10.83% |
$13.6K - $15.3K
|
930
$132K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-194- 58.79% |
$23.4K - $26.3K
|
136
$19.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.54% |
$121 - $135
|
186
$26.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
34.4KNew |
$4.14M - $4.65M
|
34.4K
$4.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-30- 0.59% |
$3.62K - $4.06K
|
5.06K
$717K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.22K- 99.05% |
$388K - $436K
|
31
$4.39K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-6.83K- 6.0% |
$823K - $925K
|
107K
$15.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.94K- 5.01% |
$234K - $263K
|
36.8K
$5.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.68K- 29.14% |
$203K - $228K
|
4.09K
$580K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.01K- 36.93% |
$725K - $815K
|
10.3K
$1.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-4- 0.11% |
$482 - $542
|
3.8K
$537K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.51K+ 13.18% |
$182K - $204K
|
13K
$1.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
165+ 0.31% |
$19.9K - $22.3K
|
52.8K
$7.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.04K+ 17.07% |
$486K - $547K
|
27.7K
$3.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
83New |
$10K - $11.2K
|
83
$11.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
41+ 4.9% |
$4.94K - $5.55K
|
878
$124K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-44- 1.5% |
$5.3K - $5.96K
|
2.88K
$408K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3K- 1.28% |
$362K - $406K
|
231K
$32.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
344+ 254.81% |
$41.5K - $46.6K
|
479
$67.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-907- 8.85% |
$109K - $123K
|
9.34K
$1.32M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.5KNew |
$180K - $203K
|
1.5K
$212K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
166K+ 245.16% |
$20M - $22.4M
|
233K
$33M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.09K+ 6.58% |
$251K - $282K
|
33.8K
$4.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-161- 9.15% |
$19.4K - $21.8K
|
1.6K
$226K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.91K+ 4.74% |
$592K - $665K
|
109K
$15.4M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-135- 4.9% |
$16.3K - $18.3K
|
2.62K
$371K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.02K- 6.98% |
$123K - $138K
|
13.6K
$1.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 30.83% |
$4.94K - $5.55K
|
174
$24.6K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-485- 2.43% |
$58.5K - $65.7K
|
19.5K
$2.75M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-159- 7.48% |
$19.2K - $21.5K
|
1.97K
$279K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
7+ 0.31% |
$844 - $948
|
2.29K
$324K
|
|
| Q2 2024 | |||||||
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
245+ 0.43% |
$29.5K - $30.9K
|
57.4K
$8.13M
|
|