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 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-140- 29.79% |
$16.9K - $19K
|
330
$45.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31- 27.68% |
$3.74K - $4.2K
|
81
$11.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.38KNew |
$287K - $323K
|
2.38K
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 7.6% |
$15.7K - $17.6K
|
1.84K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
677+ 1.77% |
$81.6K - $91.7K
|
39K
$5.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.2K+ 336.8% |
$1.47M - $1.65M
|
15.8K
$2.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-16.3K- 44.09% |
$1.97M - $2.21M
|
20.7K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
61+ 0.64% |
$7.35K - $8.26K
|
9.58K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
746+ 3.15% |
$89.9K - $101K
|
24.4K
$3.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.27K+ 11.87% |
$273K - $307K
|
21.4K
$2.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.5KNew |
$181K - $203K
|
1.5K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36+ 0.29% |
$4.34K - $4.88K
|
12.5K
$1.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.75K+ 129.71% |
$813K - $914K
|
11.9K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.02K- 14.27% |
$485K - $545K
|
24.2K
$3.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.01K+ 3.29% |
$122K - $137K
|
31.7K
$4.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-14- 13.33% |
$1.69K - $1.9K
|
91
$12.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.82K+ 5.22% |
$220K - $247K
|
36.8K
$5.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-327- 3.81% |
$39.4K - $44.3K
|
8.25K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
50New |
$6.03K - $6.77K
|
50
$6.94K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-582- 1.99% |
$70.2K - $78.8K
|
28.7K
$3.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.99K- 9.59% |
$722K - $812K
|
56.5K
$7.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.28KNew |
$998K - $1.12M
|
8.28K
$1.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
1.89K+ 3.81% |
$228K - $256K
|
51.4K
$7.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-1.54K- 3.14% |
$185K - $208K
|
47.4K
$6.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
138+ 6.3% |
$16.6K - $18.7K
|
2.33K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
439+ 9.0% |
$52.9K - $59.5K
|
5.32K
$737K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.3K+ 8.63% |
$398K - $447K
|
41.5K
$5.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-601- 13.0% |
$72.5K - $81.4K
|
4.02K
$558K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-687- 2.44% |
$82.8K - $93K
|
27.5K
$3.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-8- 0.35% |
$964 - $1.08K
|
2.31K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15- 0.16% |
$1.81K - $2.03K
|
9.14K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9- 0.3% |
$1.09K - $1.22K
|
2.97K
$412K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.16K- 10.12% |
$261K - $293K
|
19.2K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
79+ 1.46% |
$9.52K - $10.7K
|
5.49K
$761K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
738+ 11.28% |
$89K - $100K
|
7.28K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-41- 15.77% |
$4.94K - $5.55K
|
219
$30.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-19- 0.17% |
$2.29K - $2.57K
|
11K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.44K+ 15.23% |
$174K - $195K
|
10.9K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.24K- 1.74% |
$149K - $168K
|
69.9K
$9.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 11.01% |
$153K - $171K
|
10.2K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.12% |
$241 - $271
|
1.7K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
565+ 54.59% |
$68.1K - $76.5K
|
1.6K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
110+ 6.67% |
$13.3K - $14.9K
|
1.76K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
172+ 48.31% |
$20.7K - $23.3K
|
528
$73.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.96K- 69.96% |
$477K - $536K
|
1.7K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.92K- 17.81% |
$353K - $396K
|
13.5K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
232+ 0.43% |
$28K - $31.4K
|
53.8K
$7.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
292+ 61.73% |
$35.2K - $39.5K
|
765
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.87K- 28.49% |
$1.19M - $1.34M
|
24.8K
$3.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.39KNew |
$288K - $324K
|
2.39K
$331K
|