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 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.38KNew |
$314K - $343K
|
2.38K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-399- 14.75% |
$52.6K - $57.5K
|
2.31K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
6.3KNew |
$830K - $907K
|
6.3K
$932K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
362New |
$47.7K - $52.1K
|
362
$53.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6+ 0.14% |
$791 - $864
|
4.3K
$636K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$1.4M - $1.53M
|
10.6K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
260+ 16.25% |
$34.3K - $37.4K
|
1.86K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-62- 46.62% |
$8.17K - $8.93K
|
71
$10.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-7.02K- 43.24% |
$925K - $1.01M
|
9.22K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 2.72% |
$6.59K - $7.2K
|
1.79K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9New |
$1.19K - $1.3K
|
9
$1.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
47KNew |
$6.19M - $6.76M
|
47K
$6.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200New |
$26.4K - $28.8K
|
200
$29.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.6KNew |
$1.79M - $1.96M
|
13.6K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.82K- 16.36% |
$636K - $695K
|
24.7K
$3.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.47K- 12.11% |
$193K - $211K
|
10.6K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
32.1KNew |
$4.23M - $4.62M
|
32.1K
$4.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
93+ 5.7% |
$12.3K - $13.4K
|
1.73K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-365- 4.29% |
$48.1K - $52.6K
|
8.15K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-60- 0.75% |
$7.91K - $8.64K
|
7.91K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
31+ 1.55% |
$4.08K - $4.46K
|
2.03K
$301K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
15.8K+ 980.41% |
$2.08M - $2.27M
|
17.4K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.08K+ 0.74% |
$142K - $156K
|
148K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3KNew |
$396K - $432K
|
3K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
58+ 30.21% |
$7.64K - $8.35K
|
250
$37K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.17K+ 7.62% |
$286K - $313K
|
30.7K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
246+ 2.44% |
$32.4K - $35.4K
|
10.3K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
6.06K+ 1.95% |
$798K - $872K
|
316K
$46.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 0.81% |
$6.59K - $7.2K
|
6.14K
$908K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.46% |
$132 - $144
|
220
$32.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-300- 9.03% |
$39.5K - $43.2K
|
3.02K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-56- 8.87% |
$7.38K - $8.06K
|
575
$85.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-21.3K- 38.01% |
$2.8M - $3.06M
|
34.7K
$5.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-984- 81.8% |
$130K - $142K
|
219
$32.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.19KNew |
$288K - $315K
|
2.19K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1K- 83.06% |
$132K - $144K
|
204
$30.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-569- 5.26% |
$75K - $81.9K
|
10.3K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.5K- 16.95% |
$329K - $360K
|
12.3K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
100+ 3.74% |
$13.2K - $14.4K
|
2.78K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.83% |
$2.5K - $2.74K
|
2.31K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.54KNew |
$203K - $221K
|
1.54K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.08KNew |
$274K - $299K
|
2.08K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-231- 12.61% |
$30.4K - $33.3K
|
1.6K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
130New |
$17.1K - $18.7K
|
130
$19.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
77+ 2.9% |
$10.1K - $11.1K
|
2.74K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
28.1KNew |
$3.7M - $4.05M
|
28.1K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
5K+ 50.0% |
$659K - $720K
|
15K
$2.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.03KNew |
$1.19M - $1.3M
|
9.03K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
2.5KNew |
$329K - $360K
|
2.5K
$370K
|