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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-55K- 16.92% |
$6.06M - $6.93M
|
270K
$35.4M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.17KNew |
$128K - $147K
|
1.17K
$153K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-226- 6.85% |
$24.9K - $28.5K
|
3.08K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 50.0% |
$11K - $12.6K
|
300
$39.4K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
50KNew |
$5.51M - $6.3M
|
50K
$6.56M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6New |
$661 - $756
|
6
$787
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
264+ 0.79% |
$29.1K - $33.3K
|
33.6K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.65KNew |
$182K - $208K
|
1.65K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
73+ 2.33% |
$8.05K - $9.2K
|
3.2K
$420K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.53K+ 460.67% |
$940K - $1.07M
|
10.4K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.68KNew |
$185K - $212K
|
1.68K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.86KNew |
$205K - $234K
|
1.86K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-127K- 84.59% |
$14M - $16M
|
23.2K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.91KNew |
$210K - $240K
|
1.91K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-195- 3.31% |
$21.5K - $24.6K
|
5.69K
$747K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-735- 52.88% |
$81K - $92.6K
|
655
$85.9K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.03KNew |
$334K - $382K
|
3.03K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.65KNew |
$292K - $334K
|
2.65K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.96KNew |
$216K - $246K
|
1.96K
$257K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 10.42% |
$5.51K - $6.3K
|
430
$56.4K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.58KNew |
$175K - $200K
|
1.58K
$208K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-304- 11.12% |
$33.5K - $38.3K
|
2.43K
$319K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.74KNew |
$192K - $220K
|
1.74K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
10.7KNew |
$1.18M - $1.35M
|
10.7K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
200New |
$22K - $25.2K
|
200
$26.2K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.61KNew |
$178K - $203K
|
1.61K
$212K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
57New |
$6.28K - $7.18K
|
57
$7.48K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
184KNew |
$20.2M - $23.1M
|
184K
$24.1M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-130- 3.58% |
$14.3K - $16.4K
|
3.5K
$459K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.59KNew |
$175K - $200K
|
1.59K
$209K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.62KNew |
$178K - $203K
|
1.62K
$212K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.59KNew |
$286K - $326K
|
2.59K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19New |
$2.09K - $2.39K
|
19
$2.49K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.97KNew |
$217K - $248K
|
1.97K
$258K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.31K+ 20.01% |
$255K - $291K
|
13.8K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-95- 2.13% |
$10.5K - $12K
|
4.36K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58New |
$6.39K - $7.31K
|
58
$7.61K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-2.89K- 94.35% |
$318K - $364K
|
173
$22.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.83KNew |
$973K - $1.11M
|
8.83K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.33KNew |
$697K - $797K
|
6.33K
$830K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
168+ 3.81% |
$18.5K - $21.2K
|
4.57K
$600K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-861- 96.52% |
$94.9K - $108K
|
31
$4.07K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.66KNew |
$183K - $210K
|
1.66K
$218K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.37K- 26.34% |
$482K - $551K
|
12.2K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
169+ 4.89% |
$18.6K - $21.3K
|
3.63K
$476K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$11M - $12.6M
|
100K
$13.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
807New |
$89K - $102K
|
807
$106K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
410New |
$45.2K - $51.6K
|
410
$53.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
96+ 33.68% |
$10.6K - $12.1K
|
381
$50K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-578- 97.64% |
$63.7K - $72.8K
|
14
$1.84K
|