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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.59KNew |
$175K - $200K
|
1.59K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.62KNew |
$178K - $203K
|
1.62K
$224K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.59KNew |
$286K - $326K
|
2.59K
$359K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19New |
$2.09K - $2.39K
|
19
$2.64K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.06K+ 39.92% |
$116K - $133K
|
3.7K
$513K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
80+ 2.84% |
$8.82K - $10.1K
|
2.9K
$402K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.97KNew |
$217K - $248K
|
1.97K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.31K+ 20.01% |
$255K - $291K
|
13.8K
$1.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-95- 2.13% |
$10.5K - $12K
|
4.36K
$604K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58New |
$6.39K - $7.31K
|
58
$8.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-2.89K- 94.35% |
$318K - $364K
|
173
$24K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200New |
$22K - $25.2K
|
200
$27.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.83KNew |
$973K - $1.11M
|
8.83K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.33KNew |
$697K - $797K
|
6.33K
$877K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
168+ 3.81% |
$18.5K - $21.2K
|
4.57K
$634K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-861- 96.52% |
$94.9K - $108K
|
31
$4.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.66KNew |
$183K - $210K
|
1.66K
$231K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.37K- 26.34% |
$482K - $551K
|
12.2K
$1.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
169+ 4.89% |
$18.6K - $21.3K
|
3.63K
$503K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$11M - $12.6M
|
100K
$13.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
807New |
$89K - $102K
|
807
$112K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
410New |
$45.2K - $51.6K
|
410
$56.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
96+ 33.68% |
$10.6K - $12.1K
|
381
$52.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-594- 15.17% |
$65.5K - $74.8K
|
3.32K
$461K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.05KNew |
$226K - $258K
|
2.05K
$284K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48.1KNew |
$5.3M - $6.05M
|
48.1K
$6.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-578- 97.64% |
$63.7K - $72.8K
|
14
$1.94K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-99.3K- 68.15% |
$10.9M - $12.5M
|
46.4K
$6.44M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 1.07% |
$1.1K - $1.26K
|
922
$128K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.32KNew |
$256K - $293K
|
2.32K
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-600- 85.71% |
$66.1K - $75.6K
|
100
$13.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.57KNew |
$283K - $323K
|
2.57K
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-426- 14.94% |
$47K - $53.7K
|
2.43K
$337K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
46New |
$5.07K - $5.79K
|
46
$6.38K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-54- 4.96% |
$5.95K - $6.8K
|
1.04K
$144K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.31% |
$882 - $1.01K
|
2.59K
$359K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
7.01KNew |
$773K - $883K
|
7.01K
$973K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-13.6K- 49.09% |
$1.5M - $1.72M
|
14.1K
$1.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-503- 10.49% |
$55.4K - $63.4K
|
4.29K
$595K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-200- 10.74% |
$22K - $25.2K
|
1.66K
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.59K- 33.49% |
$176K - $201K
|
3.17K
$439K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-131K- 34.26% |
$14.4M - $16.5M
|
251K
$34.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.7KNew |
$188K - $215K
|
1.7K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11.5KNew |
$1.27M - $1.45M
|
11.5K
$1.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$2.63M - $3.01M
|
23.9K
$3.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10New |
$1.1K - $1.26K
|
10
$1.39K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$661 - $756
|
1.97K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.22% |
$1.1K - $1.26K
|
4.63K
$642K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.65KNew |
$182K - $207K
|
1.65K
$228K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-477- 13.95% |
$52.6K - $60.1K
|
2.94K
$408K
|