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 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
1.4KNew |
$135K - $160K
|
1.4K
$194K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
292KNew |
$28.2M - $33.3M
|
292K
$40.5M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$2.7K - $3.2K
|
28
$3.88K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 7.03% |
$14.5K - $17.1K
|
1.99K
$275K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-432- 12.71% |
$41.7K - $49.3K
|
2.97K
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
305New |
$29.4K - $34.8K
|
305
$42.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 16.67% |
$4.82K - $5.71K
|
250
$34.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$101K - $120K
|
1.05K
$146K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-400- 94.12% |
$38.6K - $45.7K
|
25
$3.47K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.85KNew |
$275K - $325K
|
2.85K
$395K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
1.41K+ 62.18% |
$136K - $161K
|
3.68K
$510K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.33KClosed |
$225K - $266K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-825- 15.63% |
$79.6K - $94.2K
|
4.45K
$618K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.47KNew |
$238K - $282K
|
2.47K
$343K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
600New |
$57.9K - $68.5K
|
600
$83.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-200- 6.2% |
$19.3K - $22.8K
|
3.03K
$420K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.78KNew |
$365K - $432K
|
3.78K
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
264New |
$25.5K - $30.1K
|
264
$36.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
27+ 2.12% |
$2.6K - $3.08K
|
1.3K
$180K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
237+ 5.21% |
$22.9K - $27K
|
4.79K
$664K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
735+ 112.21% |
$70.9K - $83.9K
|
1.39K
$193K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$256K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 31.18% |
$2.8K - $3.31K
|
64
$8.88K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-132- 26.09% |
$12.7K - $15.1K
|
374
$51.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-225- 6.89% |
$21.7K - $25.7K
|
3.04K
$422K
|
|
| Q3 2023 | |||||||
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
57.3K+ 124.05% |
$5.77M - $6.34M
|
103K
$14.3M
|
|
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-737- 17.84% |
$74.2K - $81.6K
|
3.4K
$471K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-624- 61.6% |
$62.9K - $69.1K
|
389
$54K
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
8KNew |
$806K - $886K
|
8K
$1.11M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.72KNew |
$173K - $190K
|
1.72K
$238K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1.79K+ 6.0% |
$180K - $198K
|
31.6K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
100KNew |
$10.1M - $11.1M
|
100K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-29K- 26.48% |
$2.92M - $3.21M
|
80.5K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
267+ 0.13% |
$26.9K - $29.6K
|
202K
$28M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-90- 1.36% |
$9.07K - $9.97K
|
6.52K
$905K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
120+ 6.32% |
$12.1K - $13.3K
|
2.02K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.46K+ 43.63% |
$248K - $273K
|
8.1K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 10.05% |
$15.1K - $16.6K
|
1.34K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-21.1K- 7.71% |
$2.13M - $2.34M
|
253K
$35.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.08KNew |
$512K - $563K
|
5.08K
$705K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
26+ 4.65% |
$2.62K - $2.88K
|
585
$81.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
175New |
$17.6K - $19.4K
|
175
$24.3K
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-10.2K- 30.55% |
$1.02M - $1.12M
|
23.1K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
PUT |
677KNew |
$68.2M - $75M
|
677K
$93.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
6.12KNew |
$616K - $678K
|
6.12K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-322- 68.8% |
$32.4K - $35.7K
|
146
$20.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
362+ 13.62% |
$36.5K - $40.1K
|
3.02K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
9.3KNew |
$937K - $1.03M
|
9.3K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.17K- 30.6% |
$118K - $130K
|
2.66K
$369K
|
|