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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-75- 3.04% |
$9.04K - $9.45K
|
2.39K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.29K- 66.17% |
$156K - $163K
|
660
$91.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 4.35% |
$18.1K - $18.9K
|
3.6K
$499K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-325- 1.36% |
$39.2K - $40.9K
|
23.5K
$3.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-50- 1.23% |
$6.02K - $6.3K
|
4K
$555K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
121+ 1.88% |
$14.6K - $15.2K
|
6.57K
$911K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
70+ 1.95% |
$8.43K - $8.82K
|
3.66K
$508K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$470K - $491K
|
3.9K
$541K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-153- 6.04% |
$18.4K - $19.3K
|
2.38K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$6.02K - $6.3K
|
50
$6.94K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-18- 0.74% |
$2.17K - $2.27K
|
2.41K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$290K - $304K
|
2.41K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 19.23% |
$60.2K - $63K
|
2.1K
$291K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
113KNew |
$13.7M - $14.3M
|
113K
$15.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 9.09% |
$1.81K - $1.89K
|
150
$20.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-231- 2.88% |
$27.8K - $29.1K
|
7.78K
$1.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-125- 16.53% |
$15.1K - $15.7K
|
631
$87.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
113KNew |
$13.7M - $14.3M
|
113K
$15.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
106New |
$12.8K - $13.3K
|
106
$14.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 50.0% |
$12K - $12.6K
|
100
$13.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.97KNew |
$598K - $626K
|
4.97K
$689K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-16- 5.42% |
$1.93K - $2.02K
|
279
$38.7K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-249- 10.43% |
$30K - $31.4K
|
2.14K
$297K
|
|
| Q1 2024 | |||||||
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
571+ 26.69% |
$62.9K - $71.9K
|
2.71K
$376K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.16K- 37.12% |
$238K - $272K
|
3.66K
$508K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
199+ 107.57% |
$21.9K - $25.1K
|
384
$53.3K
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
146KNew |
$16.1M - $18.4M
|
146K
$20.2M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 30.0% |
$1.65K - $1.89K
|
65
$9.02K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-650- 4.51% |
$71.6K - $81.9K
|
13.8K
$1.91M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 40.0% |
$44.1K - $50.4K
|
600
$83.2K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
67+ 13.24% |
$7.39K - $8.44K
|
573
$79.5K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-18K- 15.9% |
$1.98M - $2.27M
|
95.2K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-32.9K- 57.86% |
$3.62M - $4.14M
|
23.9K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Candelo Capital Management LP
New York, NY |
BUY
|
PUT |
50KNew |
$5.51M - $6.3M
|
50K
$6.94M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-3.21K- 72.03% |
$354K - $404K
|
1.25K
$173K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.1KNew |
$342K - $390K
|
3.1K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.68KNew |
$295K - $337K
|
2.68K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.33KNew |
$146K - $167K
|
1.33K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
198New |
$21.8K - $24.9K
|
198
$27.5K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.2K+ 42.49% |
$2.23M - $2.55M
|
67.8K
$9.41M
|
|
|
May 15, 2024
Q1 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$165K - $189K
|
1.5K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
14.1KNew |
$1.56M - $1.78M
|
14.1K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
46.5KNew |
$5.13M - $5.86M
|
46.5K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
200KNew |
$22M - $25.2M
|
200K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
545New |
$60.1K - $68.6K
|
545
$75.6K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-145- 1.1% |
$16K - $18.3K
|
13K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
PUT |
25KNew |
$2.76M - $3.15M
|
25K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
222New |
$24.5K - $28K
|
222
$30.8K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.78KNew |
$196K - $224K
|
1.78K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
63+ 19.38% |
$6.94K - $7.94K
|
388
$53.8K
|
|