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 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.86K- 36.2% |
$225K - $252K
|
3.28K
$456K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-9.83K- 99.6% |
$1.18M - $1.33M
|
39
$5.41K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.5K- 12.38% |
$180K - $202K
|
10.6K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
317+ 0.78% |
$38.2K - $42.9K
|
41.1K
$5.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-231- 2.82% |
$27.8K - $31.3K
|
7.97K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
80+ 2.15% |
$9.64K - $10.8K
|
3.8K
$527K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-296- 5.95% |
$35.7K - $40.1K
|
4.68K
$649K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-50- 1.32% |
$6.03K - $6.77K
|
3.75K
$520K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.6% |
$121 - $135
|
167
$23.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-108- 4.43% |
$13K - $14.6K
|
2.33K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.41% |
$121 - $135
|
246
$34.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.28K+ 0.25% |
$154K - $173K
|
510K
$70.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8KNew |
$964K - $1.08M
|
8K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.75KNew |
$211K - $237K
|
1.75K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 12.68% |
$15.4M - $17.3M
|
1.14M
$157M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-70- 5.5% |
$8.44K - $9.48K
|
1.2K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.92K- 1.03% |
$1.07M - $1.21M
|
856K
$119M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-582- 2.45% |
$70.2K - $78.8K
|
23.2K
$3.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.5% |
$4.1K - $4.6K
|
2.3K
$319K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.41K- 6.61% |
$531K - $597K
|
62.3K
$8.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-130- 89.04% |
$15.7K - $17.6K
|
16
$2.22K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
500New |
$60.3K - $67.7K
|
500
$69.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.9K- 9.89% |
$230K - $258K
|
17.3K
$2.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-44- 36.36% |
$5.3K - $5.96K
|
77
$10.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-340- 6.55% |
$41K - $46K
|
4.85K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-480- 3.06% |
$57.9K - $65K
|
15.2K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-884- 1.56% |
$107K - $120K
|
56K
$7.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-6.08K- 6.85% |
$733K - $824K
|
82.7K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
3.48K+ 10.44% |
$419K - $471K
|
36.8K
$5.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-503- 1.71% |
$60.6K - $68.1K
|
28.9K
$4.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
220+ 12.73% |
$26.5K - $29.8K
|
1.95K
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
966+ 12.41% |
$116K - $131K
|
8.75K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-140- 2.12% |
$16.9K - $19K
|
6.48K
$899K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
75+ 0.83% |
$9.04K - $10.2K
|
9.09K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-33- 1.43% |
$3.98K - $4.47K
|
2.28K
$317K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.1K- 17.41% |
$1.22M - $1.37M
|
47.8K
$6.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
44+ 0.48% |
$5.3K - $5.96K
|
9.22K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
300+ 8.26% |
$36.2K - $40.6K
|
3.93K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-19.6K- 50.38% |
$2.36M - $2.66M
|
19.3K
$2.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.3% |
$723 - $813
|
2.04K
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-609- 0.59% |
$73.4K - $82.5K
|
103K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.92K+ 3.49% |
$231K - $260K
|
56.8K
$7.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 2.34% |
$276K - $311K
|
95.8K
$13.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
14.8KNew |
$1.79M - $2.01M
|
14.8K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.4K+ 1346.15% |
$169K - $190K
|
1.5K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
144+ 97.3% |
$17.4K - $19.5K
|
292
$40.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.08K- 33.44% |
$974K - $1.09M
|
16.1K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.28K+ 5.79% |
$155K - $174K
|
23.4K
$3.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.81KNew |
$219K - $246K
|
1.81K
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$194K - $218K
|
1.61K
$224K
|