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 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-31- 0.8% |
$3.74K - $4.2K
|
3.83K
$531K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7.17K- 12.25% |
$865K - $972K
|
51.4K
$7.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-75- 60.0% |
$9.04K - $10.2K
|
50
$6.94K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-22- 0.88% |
$2.65K - $2.98K
|
2.47K
$343K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-9- 0.15% |
$1.09K - $1.22K
|
6.19K
$858K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-32- 1.29% |
$3.86K - $4.33K
|
2.46K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.45% |
$964 - $1.08K
|
1.8K
$249K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-127- 5.65% |
$15.3K - $17.2K
|
2.12K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1K+ 490.2% |
$121K - $135K
|
1.2K
$167K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
103+ 5.31% |
$12.4K - $14K
|
2.04K
$284K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33.2K+ 17.79% |
$4M - $4.5M
|
220K
$30.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 0.53% |
$1.45K - $1.63K
|
2.29K
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-53.6K- 81.37% |
$6.46M - $7.26M
|
12.3K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-351- 24.43% |
$42.3K - $47.5K
|
1.09K
$151K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-40- 0.75% |
$4.82K - $5.42K
|
5.26K
$729K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
78+ 1.2% |
$9.4K - $10.6K
|
6.57K
$912K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-147- 0.23% |
$17.7K - $19.9K
|
63.5K
$8.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-539- 29.81% |
$65K - $73K
|
1.27K
$176K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.39K- 4.8% |
$288K - $324K
|
47.4K
$6.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-12.2K- 1.43% |
$1.47M - $1.66M
|
842K
$117M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 10.2% |
$1.6M - $1.8M
|
143K
$19.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.27K+ 9.83% |
$755K - $849K
|
70K
$9.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.6KNew |
$193K - $216K
|
1.6K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.78K- 3.1% |
$817K - $918K
|
212K
$29.4M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.73K+ 8.55% |
$208K - $234K
|
21.9K
$3.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
23.7KNew |
$2.85M - $3.21M
|
23.7K
$3.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.44K+ 1.45% |
$535K - $601K
|
310K
$43M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.66KNew |
$200K - $224K
|
1.66K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
22.5K+ 53.51% |
$2.71M - $3.05M
|
64.5K
$8.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-36- 1.41% |
$4.34K - $4.88K
|
2.51K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28K+ 11.38% |
$154K - $173K
|
12.5K
$1.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-15- 0.34% |
$1.81K - $2.03K
|
4.43K
$615K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31.3K+ 359.37% |
$3.78M - $4.25M
|
40.1K
$5.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.13% |
$1.21K - $1.35K
|
7.99K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 7.36% |
$13.9K - $15.6K
|
1.68K
$233K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-100- 4.73% |
$12.1K - $13.5K
|
2.01K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 90.58% |
$393K - $442K
|
6.86K
$952K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-7- 0.07% |
$844 - $948
|
10.1K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-755- 1.37% |
$91K - $102K
|
54.4K
$7.54M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-98- 5.77% |
$11.8K - $13.3K
|
1.6K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 28.62% |
$147K - $165K
|
3.04K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.55K- 29.35% |
$789K - $886K
|
15.8K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-23.3K- 40.98% |
$2.81M - $3.16M
|
33.6K
$4.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-180- 1.64% |
$21.7K - $24.4K
|
10.8K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-105- 2.91% |
$12.7K - $14.2K
|
3.5K
$485K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
529+ 20.94% |
$63.8K - $71.6K
|
3.06K
$424K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$121 - $135
|
5.56K
$772K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-71- 1.95% |
$8.56K - $9.62K
|
3.58K
$496K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1- 0.06% |
$121 - $135
|
1.81K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.67K- 3.29% |
$202K - $227K
|
49.1K
$6.82M
|