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 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-38- 1.0% |
$4.58K - $5.15K
|
3.78K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-8.97K- 10.26% |
$1.08M - $1.22M
|
78.5K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-217- 3.36% |
$26.2K - $29.4K
|
6.24K
$866K
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
13.3K+ 67.86% |
$1.6M - $1.8M
|
32.9K
$4.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.74K+ 9.2% |
$933K - $1.05M
|
91.9K
$12.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$482 - $542
|
2.34K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-115- 21.54% |
$13.9K - $15.6K
|
419
$58.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.76KNew |
$814K - $915K
|
6.76K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-454- 5.8% |
$54.7K - $61.5K
|
7.38K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
8.79K+ 13.15% |
$1.06M - $1.19M
|
75.6K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-933- 10.3% |
$112K - $126K
|
8.13K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.17K+ 31.69% |
$142K - $159K
|
4.88K
$677K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.3K+ 2.29% |
$156K - $176K
|
58K
$8.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
63New |
$7.6K - $8.53K
|
63
$8.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-61- 0.93% |
$7.35K - $8.26K
|
6.53K
$905K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.16K+ 1.37% |
$139K - $157K
|
85.3K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-18- 0.74% |
$2.17K - $2.44K
|
2.4K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-10K- 25.19% |
$1.21M - $1.36M
|
29.7K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.22% |
$482 - $542
|
1.79K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.44K+ 4.87% |
$173K - $195K
|
30.9K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.36K+ 40.53% |
$766K - $861K
|
22K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
10KNew |
$1.21M - $1.35M
|
10K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
121+ 5.43% |
$14.6K - $16.4K
|
2.35K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-74.8K- 93.21% |
$9.02M - $10.1M
|
5.45K
$755K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
73+ 0.72% |
$8.8K - $9.89K
|
10.2K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
378+ 525.0% |
$45.6K - $51.2K
|
450
$62.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
480New |
$57.9K - $65K
|
480
$66.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2.37K+ 6.9% |
$286K - $321K
|
36.7K
$5.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-54.6K- 24.91% |
$6.58M - $7.39M
|
164K
$22.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
551+ 25.15% |
$66.4K - $74.6K
|
2.74K
$380K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-286- 1.85% |
$34.5K - $38.7K
|
15.2K
$2.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
248+ 2.06% |
$29.9K - $33.6K
|
12.3K
$1.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.16K+ 2.05% |
$261K - $293K
|
108K
$15M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
145+ 13.33% |
$17.5K - $19.6K
|
1.23K
$171K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.23K+ 33.53% |
$389K - $437K
|
12.9K
$1.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-475- 50.0% |
$57.3K - $64.3K
|
475
$65.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
144+ 2.5% |
$17.4K - $19.5K
|
5.91K
$819K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
369+ 1.24% |
$44.5K - $50K
|
30.2K
$4.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.93K+ 70.87% |
$232K - $261K
|
4.65K
$644K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.3% |
$844 - $948
|
2.31K
$320K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
47New |
$5.67K - $6.37K
|
47
$6.52K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-46- 1.14% |
$5.55K - $6.23K
|
3.98K
$552K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-49- 0.29% |
$5.91K - $6.64K
|
17K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
163+ 1.48% |
$19.7K - $22.1K
|
11.1K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-229- 8.43% |
$27.6K - $31K
|
2.49K
$345K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-927- 6.28% |
$112K - $126K
|
13.8K
$1.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 31.91% |
$9.04K - $10.2K
|
310
$43K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.93K- 49.3% |
$353K - $397K
|
3.01K
$418K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-96- 1.8% |
$11.6K - $13K
|
5.23K
$725K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
8.52K+ 21.54% |
$1.03M - $1.15M
|
48.1K
$6.67M
|