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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
804+ 50.44% |
$96.9K - $109K
|
2.4K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$258K - $289K
|
2.14K
$316K
|
|
|
Nov 05, 2024
Q3 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-133K- 44.65% |
$16M - $18M
|
165K
$24.4M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.97KNew |
$237K - $266K
|
1.97K
$291K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-116- 19.05% |
$14K - $15.7K
|
493
$72.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-50- 45.45% |
$6.03K - $6.77K
|
60
$8.88K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
939+ 53.35% |
$113K - $127K
|
2.7K
$399K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
627+ 24.82% |
$75.6K - $84.9K
|
3.15K
$466K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.35% |
$121 - $135
|
75
$11.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
113New |
$13.6K - $15.3K
|
113
$16.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.21KNew |
$266K - $299K
|
2.21K
$327K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.02K- 14.91% |
$244K - $274K
|
11.5K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
51New |
$6.15K - $6.91K
|
51
$7.54K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-32- 1.29% |
$3.86K - $4.33K
|
2.46K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-351- 24.43% |
$42.3K - $47.5K
|
1.09K
$161K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-147- 0.23% |
$17.7K - $19.9K
|
63.5K
$9.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.66KNew |
$200K - $224K
|
1.66K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 7.36% |
$13.9K - $15.6K
|
1.68K
$248K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1- 0.06% |
$121 - $135
|
1.81K
$267K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31- 27.68% |
$3.74K - $4.2K
|
81
$12K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.38KNew |
$287K - $323K
|
2.38K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 7.6% |
$15.7K - $17.6K
|
1.84K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.5KNew |
$181K - $203K
|
1.5K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.28KNew |
$998K - $1.12M
|
8.28K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
138+ 6.3% |
$16.6K - $18.7K
|
2.33K
$345K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.12% |
$241 - $271
|
1.7K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.96K- 69.96% |
$477K - $536K
|
1.7K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-175- 6.61% |
$21.1K - $23.7K
|
2.47K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.4KNew |
$3.3M - $3.71M
|
27.4K
$4.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-271- 97.83% |
$32.7K - $36.7K
|
6
$888
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.2K- 9.16% |
$145K - $163K
|
11.9K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.45KNew |
$295K - $332K
|
2.45K
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134New |
$16.2K - $18.1K
|
134
$19.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
179New |
$21.6K - $24.2K
|
179
$26.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.75KNew |
$211K - $237K
|
1.75K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 12.68% |
$15.4M - $17.3M
|
1.14M
$168M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.92K- 1.03% |
$1.07M - $1.21M
|
856K
$127M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-130- 89.04% |
$15.7K - $17.6K
|
16
$2.37K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
500New |
$60.3K - $67.7K
|
500
$74K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-480- 3.06% |
$57.9K - $65K
|
15.2K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
75+ 0.83% |
$9.04K - $10.2K
|
9.09K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$194K - $218K
|
1.61K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 7.01% |
$23.4K - $26.3K
|
2.96K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-115- 21.54% |
$13.9K - $15.6K
|
419
$62K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
63New |
$7.6K - $8.53K
|
63
$9.32K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.22% |
$482 - $542
|
1.79K
$264K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
480New |
$57.9K - $65K
|
480
$71K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
27+ 96.43% |
$3.26K - $3.66K
|
55
$8.14K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|