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 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.12K- 9.75% |
$205K - $228K
|
19.6K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
7.84K+ 90.49% |
$759K - $841K
|
16.5K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7.98KNew |
$773K - $856K
|
7.98K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-753- 88.28% |
$72.9K - $80.8K
|
100
$13.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
175+ 7.77% |
$16.9K - $18.8K
|
2.43K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
131KNew |
$12.7M - $14M
|
131K
$18.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.32% |
$96.9 - $107
|
309
$42.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
150+ 1.61% |
$14.5K - $16.1K
|
9.44K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
61New |
$5.91K - $6.55K
|
61
$8.46K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1K+ 13.26% |
$96.9K - $107K
|
8.54K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
36+ 1.56% |
$3.49K - $3.86K
|
2.34K
$325K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-65- 0.44% |
$6.3K - $6.98K
|
14.8K
$2.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.82% |
$96.9 - $107
|
123
$17.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
37+ 7.39% |
$3.58K - $3.97K
|
538
$74.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-112- 5.37% |
$10.8K - $12K
|
1.98K
$274K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-35.7K- 89.92% |
$3.46M - $3.83M
|
4K
$555K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
22+ 12.94% |
$2.13K - $2.36K
|
192
$26.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.21KNew |
$117K - $130K
|
1.21K
$167K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-124- 5.93% |
$12K - $13.3K
|
1.97K
$273K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.84K - $2.04K
|
19
$2.64K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
225New |
$21.8K - $24.1K
|
225
$31.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-5.63K- 20.67% |
$545K - $604K
|
21.6K
$3M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-74- 2.31% |
$7.17K - $7.94K
|
3.13K
$433K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
5.7KNew |
$552K - $612K
|
5.7K
$791K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.13KNew |
$496K - $550K
|
5.13K
$711K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 0.4% |
$194 - $215
|
500
$69.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.27KNew |
$801K - $888K
|
8.27K
$1.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
14.8KNew |
$1.43M - $1.58M
|
14.8K
$2.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.37KNew |
$133K - $147K
|
1.37K
$190K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
73New |
$7.07K - $7.83K
|
73
$10.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
100New |
$9.69K - $10.7K
|
100
$13.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-48- 1.83% |
$4.65K - $5.15K
|
2.57K
$356K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.54% |
$96.9 - $107
|
187
$25.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-340- 5.6% |
$32.9K - $36.5K
|
5.73K
$794K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-589- 8.32% |
$57K - $63.2K
|
6.49K
$900K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$96.9K - $107K
|
1K
$139K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
30+ 18.52% |
$2.91K - $3.22K
|
192
$26.6K
|
|
| Q1 2023 | |||||||
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-42.2KClosed |
$4.08M - $4.38M
|
0
$0
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
PUT |
1.4MNew |
$135M - $145M
|
1.4M
$194M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-566Closed |
$54.6K - $58.7K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
PUT |
-10KClosed |
$965K - $1.04M
|
0
$0
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.3KNew |
$318K - $342K
|
3.3K
$458K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
3.3KNew |
$318K - $342K
|
3.3K
$458K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
687+ 2.25% |
$66.3K - $71.2K
|
31.2K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
120KNew |
$11.6M - $12.4M
|
120K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
PUT |
120KNew |
$11.6M - $12.4M
|
120K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Kirkoswald Asset Management LLC
New York, NY |
BUY
|
PUT |
72.7KNew |
$7.01M - $7.53M
|
72.7K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.07KNew |
$200K - $215K
|
2.07K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-868- 23.58% |
$83.8K - $90K
|
2.81K
$390K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
146KNew |
$14.1M - $15.1M
|
146K
$20.2M
|
|