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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-25- 2.46% |
$3.29K - $3.6K
|
992
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
512+ 2.51% |
$67.5K - $73.7K
|
20.9K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-343- 2.11% |
$45.2K - $49.4K
|
15.9K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
53+ 1.25% |
$6.98K - $7.63K
|
4.29K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
28.5KNew |
$3.75M - $4.1M
|
28.5K
$4.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 10.46% |
$6.59K - $7.2K
|
428
$63.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-312- 16.45% |
$41.1K - $44.9K
|
1.59K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Boundary Creek Advisors LP
|
BUY
|
PUT |
1MNew |
$132M - $144M
|
1M
$148M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
16.1KNew |
$2.12M - $2.32M
|
16.1K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.21KNew |
$818K - $894K
|
6.21K
$919K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.41KNew |
$186K - $203K
|
1.41K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
166KNew |
$21.9M - $23.9M
|
166K
$24.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.55KNew |
$467K - $511K
|
3.55K
$525K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.61K+ 4.0% |
$212K - $232K
|
41.8K
$6.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
43New |
$5.67K - $6.19K
|
43
$6.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.28KNew |
$300K - $328K
|
2.28K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
466+ 19.57% |
$61.4K - $67.1K
|
2.85K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.84% |
$11.9K - $13K
|
4.81K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-900K- 58.06% |
$119M - $130M
|
650K
$96.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
39New |
$5.14K - $5.62K
|
39
$5.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-370- 12.9% |
$48.8K - $53.3K
|
2.5K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
251New |
$33.1K - $36.1K
|
251
$37.1K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-50- 4.36% |
$6.59K - $7.2K
|
1.1K
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-597- 76.93% |
$78.7K - $86K
|
179
$26.5K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
54New |
$7.12K - $7.78K
|
54
$7.99K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
40New |
$5.27K - $5.76K
|
40
$5.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.14% |
$132 - $144
|
695
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-99- 5.76% |
$13K - $14.3K
|
1.62K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5.31KNew |
$700K - $765K
|
5.31K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-10K- 99.51% |
$1.32M - $1.45M
|
49
$7.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.84K+ 7.75% |
$242K - $264K
|
25.5K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
455New |
$60K - $65.5K
|
455
$67.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
45New |
$5.93K - $6.48K
|
45
$6.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-155- 6.5% |
$20.4K - $22.3K
|
2.23K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
1.34MNew |
$177M - $193M
|
1.34M
$198M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
585New |
$77.1K - $84.2K
|
585
$86.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-95- 3.06% |
$12.5K - $13.7K
|
3.01K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
254+ 2.02% |
$33.5K - $36.6K
|
12.8K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
50New |
$6.59K - $7.2K
|
50
$7.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
2.7KNew |
$356K - $389K
|
2.7K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
360New |
$47.4K - $51.8K
|
360
$53.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 5.26% |
$13.2K - $14.4K
|
1.8K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
75.8K+ 4427.38% |
$9.99M - $10.9M
|
77.6K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
107New |
$14.1K - $15.4K
|
107
$15.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
3.3K+ 1.03% |
$435K - $475K
|
325K
$48.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
20KNew |
$2.63M - $2.88M
|
20K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
32.5KNew |
$4.28M - $4.68M
|
32.5K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
273New |
$36K - $39.3K
|
273
$40.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
CALL |
72KNew |
$9.49M - $10.4M
|
72K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-366- 1.43% |
$48.2K - $52.7K
|
25.3K
$3.74M
|