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 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.3% |
$1.45K - $1.51K
|
4.04K
$561K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$5.78K - $6.05K
|
48
$6.66K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-10- 0.53% |
$1.2K - $1.26K
|
1.87K
$259K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
115+ 48.52% |
$13.9K - $14.5K
|
352
$48.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-115- 2.01% |
$13.9K - $14.5K
|
5.6K
$776K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.36KNew |
$284K - $297K
|
2.36K
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-320- 13.73% |
$38.6K - $40.3K
|
2.01K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-213- 3.48% |
$25.7K - $26.8K
|
5.91K
$819K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57K+ 29.5% |
$189K - $198K
|
6.9K
$957K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-502- 19.38% |
$60.5K - $63.2K
|
2.09K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-361- 13.57% |
$43.5K - $45.5K
|
2.3K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-462- 0.55% |
$55.7K - $58.2K
|
83.4K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.57KNew |
$792K - $828K
|
6.57K
$912K
|
|
|
Jul 29, 2024
Q2 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-17.3K- 9.39% |
$2.08M - $2.18M
|
167K
$23.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
4.93KNew |
$594K - $621K
|
4.93K
$684K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-265- 3.65% |
$31.9K - $33.4K
|
6.99K
$969K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
471+ 30.52% |
$56.7K - $59.3K
|
2.01K
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.1K+ 90.21% |
$735K - $768K
|
12.9K
$1.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-162K- 98.88% |
$19.5M - $20.4M
|
1.83K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-460- 10.24% |
$55.4K - $57.9K
|
4.03K
$559K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-50- 1.54% |
$6.02K - $6.3K
|
3.2K
$443K
|
|
|
Jul 25, 2024
Q2 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-2K- 3.83% |
$241K - $252K
|
50.2K
$6.97M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
35+ 0.21% |
$4.22K - $4.41K
|
16.8K
$2.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-9- 2.51% |
$1.08K - $1.13K
|
349
$48.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-202- 7.06% |
$24.3K - $25.4K
|
2.66K
$369K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-47- 29.01% |
$5.66K - $5.92K
|
115
$16K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.71KNew |
$206K - $215K
|
1.71K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
PUT |
263KNew |
$31.7M - $33.1M
|
263K
$36.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 3.01% |
$5.66K - $5.92K
|
1.61K
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27+ 3.25% |
$3.25K - $3.4K
|
859
$119K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-65.9K- 61.81% |
$7.94M - $8.3M
|
40.7K
$5.65M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.12KNew |
$496K - $519K
|
4.12K
$572K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 9.09% |
$120 - $126
|
12
$1.66K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-3- 0.24% |
$361 - $378
|
1.24K
$172K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-26- 2.67% |
$3.13K - $3.27K
|
948
$131K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
125+ 3.67% |
$15.1K - $15.7K
|
3.53K
$490K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.25K+ 35.33% |
$392K - $409K
|
12.5K
$1.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
52+ 1.31% |
$6.26K - $6.55K
|
4.02K
$558K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-10- 0.07% |
$1.2K - $1.26K
|
14K
$1.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.57K+ 629.6% |
$190K - $198K
|
1.82K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
108+ 5.75% |
$13K - $13.6K
|
1.99K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.13% |
$964 - $1.01K
|
6.01K
$833K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
148New |
$17.8K - $18.6K
|
148
$20.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-24- 11.11% |
$2.89K - $3.02K
|
192
$26.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
65.6KNew |
$7.91M - $8.26M
|
65.6K
$9.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 5.26% |
$30.1K - $31.5K
|
4.5K
$624K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22New |
$2.65K - $2.77K
|
22
$3.05K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.37K+ 59.13% |
$406K - $424K
|
9.06K
$1.26M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-6- 6.19% |
$723 - $756
|
91
$12.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2KNew |
$241K - $252K
|
2K
$277K
|