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 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-175- 6.61% |
$21.1K - $23.7K
|
2.47K
$343K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.24K- 13.97% |
$270K - $304K
|
13.8K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.19% |
$482 - $542
|
2.12K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.76K- 8.96% |
$212K - $238K
|
17.9K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.08% |
$241 - $271
|
2.5K
$347K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-3.57K- 49.89% |
$431K - $484K
|
3.59K
$498K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-608- 0.99% |
$73.3K - $82.3K
|
60.6K
$8.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
109+ 6.61% |
$13.1K - $14.8K
|
1.76K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
326+ 1.21% |
$39.3K - $44.2K
|
27.4K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.6KNew |
$192K - $216K
|
1.6K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
55+ 1.07% |
$6.63K - $7.45K
|
5.2K
$722K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.44K+ 6.78% |
$173K - $195K
|
22.7K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-545- 8.86% |
$65.7K - $73.8K
|
5.6K
$777K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.4KNew |
$3.3M - $3.71M
|
27.4K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-32.8K- 93.76% |
$3.95M - $4.44M
|
2.18K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.92K+ 6.96% |
$472K - $531K
|
60.2K
$8.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
33.7KNew |
$4.07M - $4.57M
|
33.7K
$4.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
470+ 14.85% |
$56.7K - $63.7K
|
3.63K
$504K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
592+ 2.54% |
$71.4K - $80.2K
|
23.9K
$3.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-271- 97.83% |
$32.7K - $36.7K
|
6
$832
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-58.4K- 15.04% |
$7.04M - $7.91M
|
330K
$45.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$121 - $135
|
3.13K
$434K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-25- 0.35% |
$3.01K - $3.39K
|
7.13K
$988K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
231KNew |
$27.9M - $31.3M
|
231K
$32.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
242+ 12.23% |
$29.2K - $32.8K
|
2.22K
$308K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.72KNew |
$207K - $233K
|
1.72K
$238K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
801+ 8.74% |
$96.6K - $108K
|
9.97K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-64- 0.28% |
$7.72K - $8.67K
|
23.2K
$3.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6- 0.34% |
$723 - $813
|
1.75K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
71+ 2.08% |
$8.56K - $9.62K
|
3.48K
$483K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.2K- 9.16% |
$145K - $163K
|
11.9K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-125- 1.52% |
$15.1K - $16.9K
|
8.09K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
759+ 16.01% |
$91.5K - $103K
|
5.5K
$763K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
18.2K+ 123.26% |
$2.19M - $2.46M
|
32.9K
$4.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
536+ 3.15% |
$64.6K - $72.6K
|
17.6K
$2.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.91K+ 2.82% |
$230K - $259K
|
69.6K
$9.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.45KNew |
$295K - $332K
|
2.45K
$340K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134New |
$16.2K - $18.1K
|
134
$18.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
887+ 23.99% |
$107K - $120K
|
4.59K
$636K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-3.68K- 56.02% |
$444K - $499K
|
2.89K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-781- 14.64% |
$94.2K - $106K
|
4.55K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
44+ 0.6% |
$5.3K - $5.96K
|
7.41K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-87- 2.59% |
$10.5K - $11.8K
|
3.28K
$454K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 2.78% |
$4.46K - $5.01K
|
1.3K
$180K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.16K- 10.88% |
$983K - $1.1M
|
66.8K
$9.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
179New |
$21.6K - $24.2K
|
179
$24.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.34K+ 9.93% |
$282K - $317K
|
25.9K
$3.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
747+ 11.72% |
$90.1K - $101K
|
7.12K
$988K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
213+ 2.21% |
$25.7K - $28.8K
|
9.87K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
40.2K+ 35.77% |
$4.84M - $5.44M
|
152K
$21.1M
|