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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-99.3K- 68.15% |
$10.9M - $12.5M
|
46.4K
$6.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.32KNew |
$256K - $293K
|
2.32K
$305K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-600- 85.71% |
$66.1K - $75.6K
|
100
$13.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.57KNew |
$283K - $323K
|
2.57K
$337K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
46New |
$5.07K - $5.79K
|
46
$6.04K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.31% |
$882 - $1.01K
|
2.59K
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
7.01KNew |
$773K - $883K
|
7.01K
$920K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-13.6K- 49.09% |
$1.5M - $1.72M
|
14.1K
$1.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-200- 10.74% |
$22K - $25.2K
|
1.66K
$218K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-131K- 34.26% |
$14.4M - $16.5M
|
251K
$32.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.7KNew |
$188K - $215K
|
1.7K
$224K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11.5KNew |
$1.27M - $1.45M
|
11.5K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10New |
$1.1K - $1.26K
|
10
$1.31K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$661 - $756
|
1.97K
$258K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.22% |
$1.1K - $1.26K
|
4.63K
$607K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.65KNew |
$182K - $207K
|
1.65K
$216K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-477- 13.95% |
$52.6K - $60.1K
|
2.94K
$386K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.26K+ 22.92% |
$359K - $410K
|
17.5K
$2.29M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-87- 87.88% |
$9.59K - $11K
|
12
$1.57K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
34.6KNew |
$3.34M - $3.95M
|
34.6K
$4.55M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4KNew |
$386K - $457K
|
4K
$525K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.81KClosed |
$175K - $207K
|
0
$0
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.15KNew |
$207K - $245K
|
2.15K
$281K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
188+ 18800.0% |
$18.1K - $21.5K
|
189
$24.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$96.4K - $114K
|
1K
$131K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
181New |
$17.5K - $20.7K
|
181
$23.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$3.86K - $4.57K
|
40
$5.25K
|
|
|
Feb 15, 2024
Q4 2023
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
315K+ 132.91% |
$30.4M - $36M
|
552K
$72.5M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
615New |
$59.3K - $70.2K
|
615
$80.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-596- 79.47% |
$57.5K - $68K
|
154
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
2.4MNew |
$231M - $274M
|
2.4M
$315M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-873- 17.83% |
$84.2K - $99.6K
|
4.02K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
560KNew |
$54M - $63.9M
|
560K
$73.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
220KNew |
$21.2M - $25.1M
|
220K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
11.1KNew |
$1.07M - $1.27M
|
11.1K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.6KNew |
$347K - $411K
|
3.6K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$358K - $424K
|
3.71K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$19.3K - $22.8K
|
200
$26.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-79- 35.27% |
$7.62K - $9.02K
|
145
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
500KNew |
$48.2M - $57.1M
|
500K
$65.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
41New |
$3.95K - $4.68K
|
41
$5.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-172- 27.34% |
$16.6K - $19.6K
|
457
$60K
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.7KNew |
$742K - $878K
|
7.7K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.51KNew |
$146K - $172K
|
1.51K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
17.7K+ 141.32% |
$1.7M - $2.02M
|
30.2K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
16.7K+ 172.17% |
$1.61M - $1.91M
|
26.4K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
15.9K+ 127.2% |
$1.53M - $1.81M
|
28.4K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.04KNew |
$101K - $119K
|
1.04K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51New |
$4.92K - $5.82K
|
51
$6.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$242K
|
|