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
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75New |
$9.88K - $10.8K
|
75
$11.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
996+ 2.47% |
$131K - $143K
|
41.3K
$6.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.81KNew |
$502K - $549K
|
3.81K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 3.16% |
$16.7K - $18.3K
|
3.9K
$576K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-75- 3.66% |
$9.88K - $10.8K
|
1.98K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$3.25K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
14+ 0.22% |
$1.84K - $2.02K
|
6.37K
$942K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
170KNew |
$22.4M - $24.5M
|
170K
$25.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-135- 4.46% |
$17.8K - $19.4K
|
2.89K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.58KNew |
$208K - $227K
|
1.58K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.1KNew |
$1.85M - $2.02M
|
14.1K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
75+ 300.0% |
$9.88K - $10.8K
|
100
$14.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-144- 1.31% |
$19K - $20.7K
|
10.8K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 92.49% |
$281K - $307K
|
173
$25.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51New |
$6.72K - $7.34K
|
51
$7.54K
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-1.53K- 2.98% |
$202K - $221K
|
49.9K
$7.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.76K- 31.53% |
$364K - $397K
|
5.99K
$886K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$241K - $264K
|
1.83K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6- 1.72% |
$791 - $864
|
343
$50.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-25- 1.45% |
$3.29K - $3.6K
|
1.7K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.6% |
$132 - $144
|
168
$24.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
3.3K+ 11.09% |
$434K - $474K
|
33K
$4.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-327- 15.62% |
$43.1K - $47.1K
|
1.77K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $144
|
2.14K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.58K- 71.35% |
$340K - $371K
|
1.04K
$153K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-73- 22.12% |
$9.62K - $10.5K
|
257
$38K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
818+ 28.51% |
$108K - $118K
|
3.69K
$545K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.55K+ 228.05% |
$205K - $224K
|
2.23K
$330K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
76New |
$10K - $10.9K
|
76
$11.2K
|
|
| Q3 2024 | |||||||
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1K- 21.88% |
$121K - $135K
|
3.57K
$528K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.99KNew |
$481K - $541K
|
3.99K
$591K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.49KNew |
$300K - $337K
|
2.49K
$368K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
73.1KNew |
$8.81M - $9.9M
|
73.1K
$10.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$3.26K - $3.66K
|
27
$3.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
CALL |
-248K- 99.28% |
$29.9M - $33.6M
|
1.8K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.48KNew |
$179K - $201K
|
1.48K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
47.1KNew |
$5.67M - $6.38M
|
47.1K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-58.9K- 82.96% |
$7.1M - $7.98M
|
12.1K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
100+ 9.62% |
$12.1K - $13.5K
|
1.14K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
5.95KNew |
$718K - $806K
|
5.95K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.69KNew |
$203K - $228K
|
1.69K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.64KNew |
$921K - $1.03M
|
7.64K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-300- 6.38% |
$36.2K - $40.6K
|
4.4K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
116KNew |
$13.9M - $15.7M
|
116K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.71K- 33.07% |
$447K - $502K
|
7.51K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
9.53KNew |
$1.15M - $1.29M
|
9.53K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$121K - $135K
|
1K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-221- 2.77% |
$26.6K - $29.9K
|
7.76K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
12.6KNew |
$1.52M - $1.71M
|
12.6K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
PUT |
93.7K+ 1063.32% |
$11.3M - $12.7M
|
103K
$15.2M
|
|