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 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
975+ 1.62% |
$118K - $132K
|
61.2K
$8.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-9.96K- 55.63% |
$1.2M - $1.35M
|
7.94K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.42K- 27.55% |
$291K - $327K
|
6.36K
$882K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-39- 22.29% |
$4.7K - $5.28K
|
136
$18.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-30.6K- 43.52% |
$3.69M - $4.14M
|
39.7K
$5.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
75+ 1.21% |
$9.04K - $10.2K
|
6.25K
$867K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-23- 1.13% |
$2.77K - $3.12K
|
2.01K
$278K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
407+ 8.19% |
$49.1K - $55.1K
|
5.38K
$746K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-274- 1.28% |
$33K - $37.1K
|
21.1K
$2.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-324- 7.71% |
$39.1K - $43.9K
|
3.88K
$538K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.29KNew |
$276K - $310K
|
2.29K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.78K+ 7.42% |
$697K - $783K
|
83.7K
$11.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
392+ 0.75% |
$47.3K - $53.1K
|
52.4K
$7.26M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.62% |
$6.03K - $6.77K
|
1.86K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-808- 7.33% |
$97.4K - $109K
|
10.2K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
63+ 2.94% |
$7.6K - $8.53K
|
2.21K
$306K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.21KNew |
$266K - $299K
|
2.21K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-233- 2.77% |
$28.1K - $31.6K
|
8.18K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-452- 4.71% |
$54.5K - $61.2K
|
9.14K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
193+ 11.49% |
$23.3K - $26.1K
|
1.87K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.22K+ 3.55% |
$147K - $165K
|
35.5K
$4.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-365- 1.77% |
$44K - $49.4K
|
20.3K
$2.82M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-17- 1.45% |
$2.05K - $2.3K
|
1.15K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-38.7K- 95.38% |
$4.66M - $5.24M
|
1.87K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-538- 11.03% |
$64.9K - $72.9K
|
4.34K
$602K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.43K- 22.77% |
$414K - $465K
|
11.6K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 3.0% |
$6.03K - $6.77K
|
1.62K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-167- 2.77% |
$20.1K - $22.6K
|
5.86K
$812K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.7K- 47.14% |
$1.65M - $1.86M
|
15.4K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
168+ 9.05% |
$20.3K - $22.8K
|
2.03K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
637+ 4.88% |
$76.8K - $86.3K
|
13.7K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.4K+ 4.16% |
$169K - $189K
|
35K
$4.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.02K- 14.91% |
$244K - $274K
|
11.5K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.26K+ 14.27% |
$514K - $577K
|
34.1K
$4.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-51- 1.88% |
$6.15K - $6.91K
|
2.66K
$369K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
223+ 2.42% |
$26.9K - $30.2K
|
9.42K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 1.83% |
$154K - $173K
|
71.2K
$9.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.24% |
$1.21K - $1.35K
|
4.16K
$577K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.32% |
$723 - $813
|
1.88K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-887- 5.3% |
$107K - $120K
|
15.8K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
16+ 0.52% |
$1.93K - $2.17K
|
3.08K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21+ 0.99% |
$2.53K - $2.84K
|
2.15K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-52- 0.57% |
$6.27K - $7.04K
|
9.01K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.08K- 16.98% |
$371K - $417K
|
15.1K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
51New |
$6.15K - $6.91K
|
51
$7.07K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-35.1K- 34.77% |
$4.23M - $4.76M
|
65.9K
$9.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
74+ 1.43% |
$8.92K - $10K
|
5.25K
$729K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-316- 26.33% |
$38.1K - $42.8K
|
884
$123K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
78+ 4.73% |
$9.4K - $10.6K
|
1.73K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.59KNew |
$191K - $215K
|
1.59K
$220K
|