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, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
33.9KNew |
$3.27M - $3.52M
|
33.9K
$4.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
5.56K+ 25.21% |
$537K - $577K
|
27.6K
$3.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-656- 16.59% |
$63.3K - $68K
|
3.3K
$457K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-500- 38.46% |
$48.3K - $51.8K
|
800
$111K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20- 0.88% |
$1.93K - $2.07K
|
2.24K
$311K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-24- 1.24% |
$2.32K - $2.49K
|
1.91K
$265K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.29KNew |
$221K - $237K
|
2.29K
$318K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.08K+ 18927.27% |
$201K - $216K
|
2.09K
$290K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
154+ 1400.0% |
$14.9K - $16K
|
165
$22.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.37K+ 49.95% |
$325K - $349K
|
10.1K
$1.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-225- 1.83% |
$21.7K - $23.3K
|
12.1K
$1.68M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
157+ 0.42% |
$15.2K - $16.3K
|
37.3K
$5.18M
|
|
| Q4 2022 | |||||||
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.74KNew |
$401K - $485K
|
4.74K
$657K
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
9.63KNew |
$816K - $985K
|
9.63K
$1.34M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
243New |
$20.6K - $24.9K
|
243
$33.7K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
14New |
$1.19K - $1.43K
|
14
$1.94K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.4KNew |
$962K - $1.16M
|
11.4K
$1.58M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
485New |
$41.1K - $49.6K
|
485
$67.3K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
23New |
$1.95K - $2.35K
|
23
$3.19K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.1KNew |
$940K - $1.14M
|
11.1K
$1.54M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$84.7 - $102
|
1
$139
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
268New |
$22.7K - $27.4K
|
268
$37.2K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.03K- 21.46% |
$257K - $310K
|
11.1K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
2.1K+ 17.5% |
$178K - $215K
|
14.1K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
250New |
$21.2K - $25.6K
|
250
$34.7K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-9- 40.91% |
$763 - $921
|
13
$1.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.2KNew |
$861K - $1.04M
|
10.2K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.25K- 20.73% |
$106K - $128K
|
4.8K
$665K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-251- 1.27% |
$21.3K - $25.7K
|
19.5K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
685KNew |
$58M - $70.1M
|
685K
$95M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
PUT |
200KNew |
$16.9M - $20.5M
|
200K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
11.5KNew |
$975K - $1.18M
|
11.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
350KNew |
$29.7M - $35.8M
|
350K
$48.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Albar Capital LTD
London, X0 |
BUY
|
- |
46.6K+ 46.96% |
$3.95M - $4.77M
|
146K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
575New |
$48.7K - $58.8K
|
575
$79.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
7.6KNew |
$644K - $778K
|
7.6K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
200KNew |
$16.9M - $20.5M
|
200K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.22K- 20.93% |
$103K - $125K
|
4.61K
$639K
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
352New |
$29.8K - $36K
|
352
$48.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$12.7K - $15.3K
|
150
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$149K - $180K
|
1.76K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
PUT |
100KNew |
$8.47M - $10.2M
|
100K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
783New |
$66.4K - $80.1K
|
783
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.82K+ 57.46% |
$154K - $186K
|
4.98K
$691K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-200- 21.86% |
$16.9K - $20.5K
|
715
$99.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-86- 1.64% |
$7.29K - $8.8K
|
5.17K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$127K - $153K
|
1.5K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
4K+ 23.53% |
$339K - $409K
|
21K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
5.5KNew |
$466K - $563K
|
5.5K
$763K
|
|