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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.11K- 22.91% |
$133K - $139K
|
3.72K
$516K
|
|
|
Aug 12, 2024
Q2 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
20.9K+ 121.16% |
$2.52M - $2.63M
|
38.2K
$5.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$120 - $126
|
728
$101K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1+ 0.0% |
$120 - $126
|
123K
$17M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.32% |
$120 - $126
|
318
$44.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.11K+ 66.53% |
$134K - $140K
|
2.78K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 11.68% |
$6.02K - $6.3K
|
478
$66.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.13K+ 16.23% |
$497K - $520K
|
29.5K
$4.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.72K+ 96.96% |
$207K - $217K
|
3.5K
$485K
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-31.2K- 4.82% |
$3.76M - $3.94M
|
618K
$85.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
84+ 1.1% |
$10.1K - $10.6K
|
7.74K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-199- 13.21% |
$24K - $25.1K
|
1.31K
$181K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-111- 58.42% |
$13.4K - $14K
|
79
$11K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$2.89K - $3.02K
|
24
$3.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
85New |
$10.2K - $10.7K
|
85
$11.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.12KNew |
$376K - $393K
|
3.12K
$433K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.28K+ 2.45% |
$275K - $288K
|
95.6K
$13.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-49- 28.0% |
$5.9K - $6.17K
|
126
$17.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.68KNew |
$322K - $337K
|
2.68K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116New |
$14K - $14.6K
|
116
$16.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-143- 3.86% |
$17.2K - $18K
|
3.56K
$493K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
120New |
$14.5K - $15.1K
|
120
$16.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.71KNew |
$446K - $467K
|
3.71K
$514K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
118+ 35.44% |
$14.2K - $14.9K
|
451
$62.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.26K- 99.97% |
$392K - $410K
|
1
$139
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
SELL
|
- |
-49- 2.77% |
$5.9K - $6.17K
|
1.72K
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.2K - $1.26K
|
10
$1.39K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
95+ 3.09% |
$11.4K - $12K
|
3.17K
$439K
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.6KNew |
$1.4M - $1.46M
|
11.6K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$573K - $599K
|
4.76K
$660K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-165- 2.89% |
$19.9K - $20.8K
|
5.54K
$768K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-60- 1.5% |
$7.23K - $7.56K
|
3.95K
$548K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-134- 19.97% |
$16.1K - $16.9K
|
537
$74.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
269+ 9.31% |
$32.4K - $33.9K
|
3.16K
$438K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
17.1K+ 590.99% |
$2.06M - $2.15M
|
19.9K
$2.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
550+ 10.26% |
$66.3K - $69.3K
|
5.91K
$820K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-264- 71.74% |
$31.8K - $33.2K
|
104
$14.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.14% |
$120 - $126
|
714
$99K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-36- 0.53% |
$4.34K - $4.53K
|
6.8K
$944K
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.96KNew |
$356K - $372K
|
2.96K
$410K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
44+ 5.76% |
$5.3K - $5.54K
|
808
$112K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
591New |
$71.2K - $74.4K
|
591
$82K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-43- 3.62% |
$5.18K - $5.42K
|
1.15K
$159K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.3% |
$120 - $126
|
329
$45.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2.76K- 55.27% |
$332K - $347K
|
2.23K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-84.1K- 6.89% |
$10.1M - $10.6M
|
1.14M
$158M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
643+ 26.96% |
$77.5K - $81K
|
3.03K
$420K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-5- 0.13% |
$602 - $630
|
3.96K
$550K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
600New |
$72.3K - $75.6K
|
600
$83.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
55.6KNew |
$6.7M - $7M
|
55.6K
$7.71M
|