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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
34New |
$4.48K - $4.9K
|
34
$4.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-569- 5.26% |
$75K - $81.9K
|
10.3K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
86+ 6.93% |
$11.3K - $12.4K
|
1.33K
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.5K- 16.95% |
$329K - $360K
|
12.3K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
100+ 3.74% |
$13.2K - $14.4K
|
2.78K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
819+ 22.56% |
$108K - $118K
|
4.45K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5.16K+ 76.82% |
$679K - $742K
|
11.9K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-35.5K- 74.1% |
$4.67M - $5.1M
|
12.4K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.83% |
$2.5K - $2.74K
|
2.31K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
304+ 1.47% |
$40.1K - $43.8K
|
21K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.54KNew |
$203K - $221K
|
1.54K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
176+ 12.34% |
$23.2K - $25.3K
|
1.6K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-166- 9.29% |
$21.9K - $23.9K
|
1.62K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
265+ 4.82% |
$34.9K - $38.2K
|
5.76K
$756K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.08KNew |
$274K - $299K
|
2.08K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-393- 66.27% |
$51.8K - $56.6K
|
200
$26.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
961+ 44.78% |
$127K - $138K
|
3.11K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-231- 12.61% |
$30.4K - $33.3K
|
1.6K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-69.4K- 87.98% |
$9.14M - $9.99M
|
9.48K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-337- 0.56% |
$44.4K - $48.5K
|
60.3K
$7.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
130New |
$17.1K - $18.7K
|
130
$17.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-829- 2.89% |
$109K - $119K
|
27.9K
$3.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.05KNew |
$798K - $872K
|
6.05K
$794K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.47K+ 4.85% |
$193K - $211K
|
31.7K
$4.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-915- 19.56% |
$121K - $132K
|
3.76K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
407+ 1.16% |
$53.6K - $58.6K
|
35.4K
$4.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
508K+ 45.35% |
$66.9M - $73.2M
|
1.63M
$214M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-40.5K- 18.14% |
$5.33M - $5.83M
|
183K
$24M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-42- 0.32% |
$5.53K - $6.05K
|
13.1K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.52% |
$1.58K - $1.73K
|
2.32K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
77+ 2.9% |
$10.1K - $11.1K
|
2.74K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.54KNew |
$202K - $221K
|
1.54K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
55+ 2.52% |
$7.25K - $7.92K
|
2.24K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.8% |
$2.11K - $2.3K
|
2.03K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
28.1KNew |
$3.7M - $4.05M
|
28.1K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-667- 3.76% |
$87.9K - $96K
|
17.1K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.38K- 15.41% |
$445K - $486K
|
18.5K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-15.9K- 33.59% |
$2.1M - $2.29M
|
31.5K
$4.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
5K+ 50.0% |
$659K - $720K
|
15K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 17.29% |
$3.47M - $3.79M
|
179K
$23.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.03KNew |
$1.19M - $1.3M
|
9.03K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.87K+ 17.18% |
$247K - $270K
|
12.8K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.65K+ 45.93% |
$481K - $525K
|
11.6K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-570- 0.87% |
$75.1K - $82.1K
|
64.9K
$8.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.99K- 24.99% |
$394K - $431K
|
8.98K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
2.5KNew |
$329K - $360K
|
2.5K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.34K- 53.75% |
$703K - $769K
|
4.59K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 0.4% |
$2.77K - $3.02K
|
5.3K
$696K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75New |
$9.88K - $10.8K
|
75
$9.84K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
996+ 2.47% |
$131K - $143K
|
41.3K
$5.42M
|