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 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-219- 1.62% |
$26.4K - $29.7K
|
13.3K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
824+ 38.34% |
$99.3K - $112K
|
2.97K
$412K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
6.58K+ 21.6% |
$794K - $891K
|
37.1K
$5.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$216K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-120- 5.09% |
$14.5K - $16.3K
|
2.24K
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-423- 2.03% |
$51K - $57.3K
|
20.4K
$2.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.23K+ 12.64% |
$148K - $167K
|
11K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.15K+ 3.18% |
$139K - $156K
|
37.4K
$5.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.11K+ 8.73% |
$254K - $286K
|
26.3K
$3.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
82.8K+ 13165.18% |
$9.98M - $11.2M
|
83.4K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-10- 0.27% |
$1.21K - $1.35K
|
3.71K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.62K- 10.63% |
$316K - $354K
|
22K
$3.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
426+ 0.27% |
$51.4K - $57.7K
|
156K
$21.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
24.4K+ 159.46% |
$2.94M - $3.31M
|
39.7K
$5.51M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 7.01% |
$23.4K - $26.3K
|
2.96K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$121 - $135
|
2.18K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-9.64K- 98.58% |
$1.16M - $1.31M
|
139
$19.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.04K- 9.12% |
$487K - $547K
|
40.3K
$5.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 1.98% |
$321K - $361K
|
132K
$18.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-949- 29.27% |
$114K - $129K
|
2.29K
$318K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
215+ 0.59% |
$25.9K - $29.1K
|
36.4K
$5.05M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
166KNew |
$20.1M - $22.5M
|
166K
$23.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-273- 3.08% |
$32.9K - $37K
|
8.6K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
120+ 2.97% |
$14.5K - $16.3K
|
4.16K
$577K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-57- 0.15% |
$6.87K - $7.72K
|
37.2K
$5.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.6K- 13.89% |
$554K - $622K
|
28.5K
$3.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-716- 4.12% |
$86.3K - $97K
|
16.6K
$2.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.78KNew |
$214K - $240K
|
1.78K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-306- 0.47% |
$36.9K - $41.4K
|
65.5K
$9.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.37K- 38.37% |
$1.01M - $1.13M
|
13.5K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-11.9K- 65.94% |
$1.43M - $1.61M
|
6.14K
$851K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
93.7K+ 2527.46% |
$11.3M - $12.7M
|
97.4K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.29K+ 6.57% |
$999K - $1.12M
|
134K
$18.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
311K+ 33.28% |
$37.5M - $42.2M
|
1.25M
$173M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.75KNew |
$210K - $236K
|
1.75K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-18- 0.1% |
$2.17K - $2.44K
|
17.7K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
25.9K+ 1045.28% |
$3.13M - $3.51M
|
28.4K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 0.19% |
$4.82K - $5.42K
|
20.6K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.25% |
$121 - $135
|
400
$55.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
575K+ 30.06% |
$69.3M - $77.8M
|
2.49M
$345M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-41- 0.39% |
$4.94K - $5.55K
|
10.5K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.67K+ 3.01% |
$202K - $227K
|
57.3K
$7.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 17.14% |
$31.6K - $35.5K
|
1.27K
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
260+ 0.45% |
$31.3K - $35.2K
|
58.5K
$8.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-655- 0.57% |
$79K - $88.7K
|
114K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
270+ 1.54% |
$32.6K - $36.6K
|
17.8K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17.2K- 9.63% |
$2.07M - $2.33M
|
162K
$22.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
588+ 6.03% |
$70.9K - $79.6K
|
10.3K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.09K+ 4.15% |
$252K - $284K
|
52.5K
$7.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.83K+ 52.05% |
$221K - $248K
|
5.35K
$742K
|