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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-143- 3.86% |
$17.2K - $18K
|
3.56K
$526K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
120New |
$14.5K - $15.1K
|
120
$17.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
118+ 35.44% |
$14.2K - $14.9K
|
451
$66.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.26K- 99.97% |
$392K - $410K
|
1
$148
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.6KNew |
$1.4M - $1.46M
|
11.6K
$1.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
17.1K+ 590.99% |
$2.06M - $2.15M
|
19.9K
$2.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.96KNew |
$356K - $372K
|
2.96K
$437K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
44+ 5.76% |
$5.3K - $5.54K
|
808
$120K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
591New |
$71.2K - $74.4K
|
591
$87.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
SELL
|
- |
-84.1K- 6.89% |
$10.1M - $10.6M
|
1.14M
$168M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
643+ 26.96% |
$77.5K - $81K
|
3.03K
$448K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
600New |
$72.3K - $75.6K
|
600
$88.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.3% |
$1.45K - $1.51K
|
4.04K
$598K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$5.78K - $6.05K
|
48
$7.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
115+ 48.52% |
$13.9K - $14.5K
|
352
$52.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.36KNew |
$284K - $297K
|
2.36K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-361- 13.57% |
$43.5K - $45.5K
|
2.3K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.57KNew |
$792K - $828K
|
6.57K
$972K
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
4.93KNew |
$594K - $621K
|
4.93K
$730K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-460- 10.24% |
$55.4K - $57.9K
|
4.03K
$596K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-47- 29.01% |
$5.66K - $5.92K
|
115
$17K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.71KNew |
$206K - $215K
|
1.71K
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
PUT |
263KNew |
$31.7M - $33.1M
|
263K
$38.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 3.01% |
$5.66K - $5.92K
|
1.61K
$238K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.12KNew |
$496K - $519K
|
4.12K
$610K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 9.09% |
$120 - $126
|
12
$1.78K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.25K+ 35.33% |
$392K - $409K
|
12.5K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
52+ 1.31% |
$6.26K - $6.55K
|
4.02K
$595K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-10- 0.07% |
$1.2K - $1.26K
|
14K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.57K+ 629.6% |
$190K - $198K
|
1.82K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
148New |
$17.8K - $18.6K
|
148
$21.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-24- 11.11% |
$2.89K - $3.02K
|
192
$28.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
65.6KNew |
$7.91M - $8.26M
|
65.6K
$9.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-250- 5.26% |
$30.1K - $31.5K
|
4.5K
$666K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22New |
$2.65K - $2.77K
|
22
$3.25K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-325- 1.36% |
$39.2K - $40.9K
|
23.5K
$3.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$470K - $491K
|
3.9K
$577K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-153- 6.04% |
$18.4K - $19.3K
|
2.38K
$352K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$6.02K - $6.3K
|
50
$7.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-18- 0.74% |
$2.17K - $2.27K
|
2.41K
$357K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$290K - $304K
|
2.41K
$357K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 19.23% |
$60.2K - $63K
|
2.1K
$311K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 9.09% |
$1.81K - $1.89K
|
150
$22.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
113KNew |
$13.7M - $14.3M
|
113K
$16.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
106New |
$12.8K - $13.3K
|
106
$15.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.97KNew |
$598K - $626K
|
4.97K
$735K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-16- 5.42% |
$1.93K - $2.02K
|
279
$41.3K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
152+ 38.1% |
$16.8K - $19.1K
|
551
$81.5K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
199+ 107.57% |
$21.9K - $25.1K
|
384
$56.8K
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
146KNew |
$16.1M - $18.4M
|
146K
$21.6M
|
|