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 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 10.58% |
$5.91K - $6.64K
|
414
$62.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Dg Capital Management, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$24.1M - $27.1M
|
200K
$30.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
51.6K+ 25.79% |
$6.22M - $6.99M
|
252K
$38.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
3.7K+ 5.96% |
$446K - $501K
|
65.8K
$9.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.4K- 24.13% |
$1.73M - $1.95M
|
45.2K
$6.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-195- 3.05% |
$23.5K - $26.4K
|
6.2K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
Fifth Lane Capital, LP
Austin, TX |
SELL
|
- |
-6.51K- 64.1% |
$785K - $882K
|
3.65K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-29- 1.69% |
$3.5K - $3.93K
|
1.68K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.59KNew |
$192K - $216K
|
1.59K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-588- 14.74% |
$70.9K - $79.6K
|
3.4K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-202- 9.8% |
$24.4K - $27.4K
|
1.86K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-49- 0.08% |
$5.91K - $6.64K
|
62.7K
$9.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
210New |
$25.3K - $28.4K
|
210
$31.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
610New |
$73.5K - $82.6K
|
610
$92.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-637- 25.11% |
$76.8K - $86.3K
|
1.9K
$288K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
9.9K+ 495.0% |
$1.19M - $1.34M
|
11.9K
$1.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.44% |
$121 - $135
|
228
$34.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
725+ 27.8% |
$87.4K - $98.2K
|
3.33K
$505K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
150New |
$18.1K - $20.3K
|
150
$22.7K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-347- 15.19% |
$41.8K - $47K
|
1.94K
$294K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-94- 48.45% |
$11.3K - $12.7K
|
100
$15.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1New |
$121 - $135
|
1
$152
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 4.06% |
$24.1K - $27.1K
|
5.13K
$777K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$258K - $289K
|
2.14K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Taiyo Life Insurance CO
|
SELL
|
- |
-133K- 44.65% |
$16M - $18M
|
165K
$25M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.97KNew |
$237K - $266K
|
1.97K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-116- 19.05% |
$14K - $15.7K
|
493
$74.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-50- 45.45% |
$6.03K - $6.77K
|
60
$9.09K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
939+ 53.35% |
$113K - $127K
|
2.7K
$409K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
627+ 24.82% |
$75.6K - $84.9K
|
3.15K
$478K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
113New |
$13.6K - $15.3K
|
113
$17.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.21KNew |
$266K - $299K
|
2.21K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.02K- 14.91% |
$244K - $274K
|
11.5K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
51New |
$6.15K - $6.91K
|
51
$7.73K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-32- 1.29% |
$3.86K - $4.33K
|
2.46K
$372K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-351- 24.43% |
$42.3K - $47.5K
|
1.09K
$165K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.66KNew |
$200K - $224K
|
1.66K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1- 0.06% |
$121 - $135
|
1.81K
$274K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.38KNew |
$287K - $323K
|
2.38K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 7.6% |
$15.7K - $17.6K
|
1.84K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
138+ 6.3% |
$16.6K - $18.7K
|
2.33K
$353K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.12% |
$241 - $271
|
1.7K
$258K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-175- 6.61% |
$21.1K - $23.7K
|
2.47K
$375K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
27.4KNew |
$3.3M - $3.71M
|
27.4K
$4.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.2K- 9.16% |
$145K - $163K
|
11.9K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.45KNew |
$295K - $332K
|
2.45K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134New |
$16.2K - $18.1K
|
134
$20.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
179New |
$21.6K - $24.2K
|
179
$27.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.75KNew |
$211K - $237K
|
1.75K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 12.68% |
$15.4M - $17.3M
|
1.14M
$172M
|