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 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-130- 3.58% |
$14.3K - $16.4K
|
3.5K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.59KNew |
$175K - $200K
|
1.59K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.62KNew |
$178K - $203K
|
1.62K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.59KNew |
$286K - $326K
|
2.59K
$383K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19New |
$2.09K - $2.39K
|
19
$2.81K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.97KNew |
$217K - $248K
|
1.97K
$291K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.31K+ 20.01% |
$255K - $291K
|
13.8K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-95- 2.13% |
$10.5K - $12K
|
4.36K
$645K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58New |
$6.39K - $7.31K
|
58
$8.58K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-2.89K- 94.35% |
$318K - $364K
|
173
$25.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.83KNew |
$973K - $1.11M
|
8.83K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.33KNew |
$697K - $797K
|
6.33K
$936K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
168+ 3.81% |
$18.5K - $21.2K
|
4.57K
$676K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-861- 96.52% |
$94.9K - $108K
|
31
$4.59K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.66KNew |
$183K - $210K
|
1.66K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.37K- 26.34% |
$482K - $551K
|
12.2K
$1.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
169+ 4.89% |
$18.6K - $21.3K
|
3.63K
$537K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$11M - $12.6M
|
100K
$14.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
807New |
$89K - $102K
|
807
$119K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
410New |
$45.2K - $51.6K
|
410
$60.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
96+ 33.68% |
$10.6K - $12.1K
|
381
$56.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-578- 97.64% |
$63.7K - $72.8K
|
14
$2.07K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-99.3K- 68.15% |
$10.9M - $12.5M
|
46.4K
$6.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.32KNew |
$256K - $293K
|
2.32K
$344K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-600- 85.71% |
$66.1K - $75.6K
|
100
$14.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.57KNew |
$283K - $323K
|
2.57K
$379K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
46New |
$5.07K - $5.79K
|
46
$6.81K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.31% |
$882 - $1.01K
|
2.59K
$383K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
7.01KNew |
$773K - $883K
|
7.01K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-13.6K- 49.09% |
$1.5M - $1.72M
|
14.1K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-200- 10.74% |
$22K - $25.2K
|
1.66K
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.7KNew |
$188K - $215K
|
1.7K
$252K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11.5KNew |
$1.27M - $1.45M
|
11.5K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10New |
$1.1K - $1.26K
|
10
$1.48K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$661 - $756
|
1.97K
$291K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.22% |
$1.1K - $1.26K
|
4.63K
$685K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.65KNew |
$182K - $207K
|
1.65K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-477- 13.95% |
$52.6K - $60.1K
|
2.94K
$435K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.26K+ 22.92% |
$359K - $410K
|
17.5K
$2.58M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-87- 87.88% |
$9.59K - $11K
|
12
$1.78K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
34.6KNew |
$3.34M - $3.95M
|
34.6K
$5.13M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4KNew |
$386K - $457K
|
4K
$592K
|
|
|
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
$317K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
188+ 18800.0% |
$18.1K - $21.5K
|
189
$28K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$96.4K - $114K
|
1K
$148K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
181New |
$17.5K - $20.7K
|
181
$26.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$3.86K - $4.57K
|
40
$5.92K
|
|
|
Feb 15, 2024
Q4 2023
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
315K+ 132.91% |
$30.4M - $36M
|
552K
$81.7M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
615New |
$59.3K - $70.2K
|
615
$91K
|
|