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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
900+ 18.37% |
$99.2K - $113K
|
5.8K
$805K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.26K+ 22.92% |
$359K - $410K
|
17.5K
$2.42M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-87- 87.88% |
$9.59K - $11K
|
12
$1.66K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
34.6KNew |
$3.34M - $3.95M
|
34.6K
$4.81M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.86K+ 46.11% |
$179K - $212K
|
5.88K
$816K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.4K- 68.94% |
$424K - $502K
|
1.98K
$275K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
400+ 16.67% |
$38.6K - $45.7K
|
2.8K
$388K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4KNew |
$386K - $457K
|
4K
$555K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.81KClosed |
$175K - $207K
|
0
$0
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
368+ 117.57% |
$35.5K - $42K
|
681
$94.5K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.15KNew |
$207K - $245K
|
2.15K
$298K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
188+ 18800.0% |
$18.1K - $21.5K
|
189
$26.2K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$96.4K - $114K
|
1K
$139K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
181New |
$17.5K - $20.7K
|
181
$25.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$3.86K - $4.57K
|
40
$5.55K
|
|
|
Feb 15, 2024
Q4 2023
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
315K+ 132.91% |
$30.4M - $36M
|
552K
$76.6M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
615New |
$59.3K - $70.2K
|
615
$85.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25New |
$2.41K - $2.85K
|
25
$3.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-596- 79.47% |
$57.5K - $68K
|
154
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
2.4MNew |
$231M - $274M
|
2.4M
$333M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
569+ 7.68% |
$54.9K - $64.9K
|
7.97K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
778+ 682.46% |
$75K - $88.8K
|
892
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-873- 17.83% |
$84.2K - $99.6K
|
4.02K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
560KNew |
$54M - $63.9M
|
560K
$77.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
220KNew |
$21.2M - $25.1M
|
220K
$30.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
11.1KNew |
$1.07M - $1.27M
|
11.1K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.6KNew |
$347K - $411K
|
3.6K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$358K - $424K
|
3.71K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$19.3K - $22.8K
|
200
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-79- 35.27% |
$7.62K - $9.02K
|
145
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
500KNew |
$48.2M - $57.1M
|
500K
$69.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
41New |
$3.95K - $4.68K
|
41
$5.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-172- 27.34% |
$16.6K - $19.6K
|
457
$63.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$990K - $1.17M
|
10.3K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.7KNew |
$742K - $878K
|
7.7K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.51KNew |
$146K - $172K
|
1.51K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
17.7K+ 141.32% |
$1.7M - $2.02M
|
30.2K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
16.7K+ 172.17% |
$1.61M - $1.91M
|
26.4K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
15.9K+ 127.2% |
$1.53M - $1.81M
|
28.4K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.04KNew |
$101K - $119K
|
1.04K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51New |
$4.92K - $5.82K
|
51
$7.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
4.5K+ 5113.64% |
$434K - $514K
|
4.59K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.19KNew |
$211K - $250K
|
2.19K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
190New |
$18.3K - $21.7K
|
190
$26.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
134KNew |
$12.9M - $15.3M
|
134K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
97+ 97.98% |
$9.35K - $11.1K
|
196
$27.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.94K- 75.99% |
$573K - $678K
|
1.88K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
430New |
$41.5K - $49.1K
|
430
$59.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.94KNew |
$187K - $221K
|
1.94K
$269K
|
|