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 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
40+ 0.91% |
$4.82K - $5.42K
|
4.44K
$615K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.8K- 40.55% |
$1.42M - $1.59M
|
17.2K
$2.39M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
27+ 96.43% |
$3.26K - $3.66K
|
55
$7.63K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.62K- 40.03% |
$195K - $219K
|
2.42K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$241 - $271
|
2.87K
$398K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.09K- 1.93% |
$132K - $148K
|
55.5K
$7.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-719- 2.35% |
$86.7K - $97.4K
|
29.9K
$4.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.05% |
$362 - $406
|
6.1K
$846K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
240K+ 27.56% |
$28.9M - $32.4M
|
1.11M
$154M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.36K- 74.92% |
$164K - $184K
|
455
$63.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
98+ 3.02% |
$11.8K - $13.3K
|
3.35K
$464K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
9+ 0.31% |
$1.09K - $1.22K
|
2.87K
$398K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13+ 0.12% |
$1.57K - $1.76K
|
10.5K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-122- 3.97% |
$14.7K - $16.5K
|
2.95K
$409K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 12.0% |
$4.34K - $4.88K
|
336
$46.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
159+ 2.46% |
$19.2K - $21.5K
|
6.63K
$919K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.25K+ 1395.21% |
$632K - $711K
|
5.62K
$780K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-404- 5.68% |
$48.7K - $54.7K
|
6.71K
$931K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.62KNew |
$798K - $897K
|
6.62K
$918K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.65K- 23.18% |
$319K - $359K
|
8.78K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.03K- 9.17% |
$124K - $139K
|
10.2K
$1.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-764- 11.44% |
$92.1K - $103K
|
5.92K
$821K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-48- 0.42% |
$5.79K - $6.5K
|
11.5K
$1.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.83K- 43.12% |
$462K - $519K
|
5.05K
$701K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-11K- 4.68% |
$1.32M - $1.48M
|
223K
$30.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
73+ 28.4% |
$8.8K - $9.89K
|
330
$45.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-268- 6.13% |
$32.3K - $36.3K
|
4.1K
$569K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-196- 25.42% |
$23.6K - $26.5K
|
575
$79.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-75- 0.36% |
$9.04K - $10.2K
|
20.9K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-407- 1.23% |
$49.1K - $55.1K
|
32.6K
$4.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
157+ 4.61% |
$18.9K - $21.3K
|
3.56K
$494K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-69- 2.87% |
$8.32K - $9.35K
|
2.34K
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.16% |
$723 - $813
|
3.81K
$529K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
39+ 0.11% |
$4.7K - $5.28K
|
36.5K
$5.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$122K - $137K
|
1.01K
$140K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-100- 1.51% |
$12.1K - $13.5K
|
6.54K
$908K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.2K+ 127.58% |
$1.48M - $1.66M
|
21.8K
$3.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.49% |
$4.7K - $5.28K
|
7.98K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
40+ 4.66% |
$4.82K - $5.42K
|
899
$125K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11.5K- 5.48% |
$1.38M - $1.55M
|
198K
$27.4M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
269+ 1.42% |
$32.4K - $36.4K
|
19.3K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-220- 4.89% |
$26.5K - $29.8K
|
4.28K
$593K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$182K - $204K
|
1.51K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$216K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-575- 10.73% |
$69.3K - $77.9K
|
4.79K
$664K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$30.1K - $33.9K
|
250
$34.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
404+ 12.93% |
$48.7K - $54.7K
|
3.53K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
621+ 19.71% |
$74.9K - $84.1K
|
3.77K
$523K
|