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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.48% |
$1.09K - $1.22K
|
1.89K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.48KNew |
$179K - $201K
|
1.48K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
9.13K+ 40.63% |
$1.1M - $1.24M
|
31.6K
$4.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
804+ 50.44% |
$96.9K - $109K
|
2.4K
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-300K- 16.22% |
$36.2M - $40.6M
|
1.55M
$219M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.6K+ 5.47% |
$10.6M - $11.9M
|
1.69M
$239M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
46+ 460.0% |
$5.55K - $6.23K
|
56
$7.93K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.62K+ 83.7% |
$316K - $355K
|
5.76K
$815K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.76K+ 6.18% |
$815K - $915K
|
116K
$16.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
60+ 5.08% |
$7.23K - $8.13K
|
1.24K
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.46K+ 10.49% |
$417K - $468K
|
36.4K
$5.16M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
821+ 6.85% |
$99K - $111K
|
12.8K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-200- 1.8% |
$24.1K - $27.1K
|
10.9K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.72KNew |
$208K - $233K
|
1.72K
$244K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
712+ 1.43% |
$85.8K - $96.4K
|
50.5K
$7.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.47K- 42.84% |
$177K - $199K
|
1.96K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-48- 1.72% |
$5.79K - $6.5K
|
2.74K
$389K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
112+ 18.6% |
$13.5K - $15.2K
|
714
$101K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.04% |
$482 - $542
|
10.4K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.06K+ 4.34% |
$369K - $415K
|
73.6K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
241+ 4.1% |
$29.1K - $32.6K
|
6.12K
$866K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$258K - $289K
|
2.14K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-133K- 44.65% |
$16M - $18M
|
165K
$23.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.08K- 30.91% |
$130K - $146K
|
2.41K
$341K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-104- 1.69% |
$12.5K - $14.1K
|
6.05K
$856K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.22K- 1.86% |
$147K - $166K
|
64.6K
$9.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-803- 1.68% |
$96.8K - $109K
|
47.1K
$6.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-460- 18.68% |
$55.5K - $62.3K
|
2K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-186- 0.72% |
$22.4K - $25.2K
|
25.7K
$3.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-568- 1.32% |
$68.5K - $76.9K
|
42.5K
$6.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-346- 0.38% |
$41.7K - $46.9K
|
90.6K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-440- 9.4% |
$53K - $59.6K
|
4.24K
$600K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-73.4K- 95.6% |
$8.85M - $9.94M
|
3.38K
$479K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-627- 1.74% |
$75.6K - $84.9K
|
35.4K
$5.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-421K- 17.33% |
$50.7M - $57M
|
2.01M
$284M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.89K+ 101.12% |
$348K - $391K
|
5.75K
$814K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
412+ 0.43% |
$49.7K - $55.8K
|
95.8K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
932+ 4.3% |
$112K - $126K
|
22.6K
$3.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-71.3K- 85.26% |
$8.6M - $9.66M
|
12.3K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.63KNew |
$197K - $221K
|
1.63K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.33K+ 3.2% |
$161K - $181K
|
43K
$6.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.24% |
$121 - $135
|
425
$60.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-140- 2.37% |
$16.9K - $19K
|
5.77K
$818K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 4.48% |
$125K - $141K
|
24.2K
$3.43M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.97KNew |
$237K - $266K
|
1.97K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-116- 19.05% |
$14K - $15.7K
|
493
$69.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-25- 0.21% |
$3.01K - $3.39K
|
12K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
927+ 41.42% |
$112K - $126K
|
3.17K
$448K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.98K+ 2.4% |
$360K - $404K
|
127K
$18M
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-105- 5.2% |
$12.7K - $14.2K
|
1.91K
$271K
|