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 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.81KNew |
$502K - $549K
|
3.81K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 3.16% |
$16.7K - $18.3K
|
3.9K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-75- 3.66% |
$9.88K - $10.8K
|
1.98K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
14K+ 175.0% |
$1.84M - $2.02M
|
22K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.14% |
$132 - $144
|
715
$93.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-430- 4.23% |
$56.7K - $61.9K
|
9.73K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.38KNew |
$445K - $487K
|
3.38K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.89K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5+ 0.22% |
$659 - $720
|
2.31K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
23+ 25.27% |
$3.03K - $3.31K
|
114
$15K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
14+ 0.22% |
$1.84K - $2.02K
|
6.37K
$836K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
28.5KNew |
$3.76M - $4.11M
|
28.5K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
4.01K+ 2.41% |
$528K - $578K
|
170K
$22.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
170KNew |
$22.4M - $24.5M
|
170K
$22.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-135- 4.46% |
$17.8K - $19.4K
|
2.89K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.58KNew |
$208K - $227K
|
1.58K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.3K+ 704.28% |
$6.76M - $7.38M
|
58.6K
$7.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.1KNew |
$1.85M - $2.02M
|
14.1K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-253- 12.56% |
$33.3K - $36.4K
|
1.76K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
75+ 300.0% |
$9.88K - $10.8K
|
100
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-144- 1.31% |
$19K - $20.7K
|
10.8K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
87+ 0.46% |
$11.5K - $12.5K
|
18.8K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.9K- 46.42% |
$251K - $274K
|
2.2K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 92.49% |
$281K - $307K
|
173
$22.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51New |
$6.72K - $7.34K
|
51
$6.69K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.34K+ 34.88% |
$440K - $481K
|
12.9K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-420- 2.36% |
$55.3K - $60.5K
|
17.4K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
407+ 8.18% |
$53.6K - $58.6K
|
5.38K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-1.53K- 2.98% |
$202K - $221K
|
49.9K
$6.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.76K- 31.53% |
$364K - $397K
|
5.99K
$786K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$241K - $264K
|
1.83K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6- 1.72% |
$791 - $864
|
343
$45K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.67K+ 2.23% |
$483K - $528K
|
168K
$22.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-25- 1.45% |
$3.29K - $3.6K
|
1.7K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.6% |
$132 - $144
|
168
$22K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-29- 0.05% |
$3.82K - $4.18K
|
55.4K
$7.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-901- 22.65% |
$119K - $130K
|
3.08K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
3.3K+ 11.09% |
$434K - $474K
|
33K
$4.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-76- 0.3% |
$10K - $10.9K
|
24.9K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-327- 15.62% |
$43.1K - $47.1K
|
1.77K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
244+ 5.5% |
$32.1K - $35.1K
|
4.68K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
514+ 2.93% |
$67.7K - $74K
|
18.1K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.74K- 72.79% |
$1.02M - $1.11M
|
2.89K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $144
|
2.14K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.58K- 71.35% |
$340K - $371K
|
1.04K
$136K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-73- 22.12% |
$9.62K - $10.5K
|
257
$33.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.89KNew |
$248K - $271K
|
1.89K
$247K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.52K+ 4.18% |
$200K - $219K
|
37.9K
$4.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-54- 1.34% |
$7.12K - $7.78K
|
3.97K
$521K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
818+ 28.51% |
$108K - $118K
|
3.69K
$484K
|