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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
PUT |
136KNew |
$11.5M - $13.9M
|
136K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
805+ 100.88% |
$68.2K - $82.4K
|
1.6K
$222K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
535New |
$45.3K - $54.7K
|
535
$74.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.25KNew |
$191K - $230K
|
2.25K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
19+ 2.19% |
$1.61K - $1.94K
|
888
$123K
|
|
|
Feb 13, 2023
Q4 2022
|
400 Capital Management LLC
New York, NY |
BUY
|
PUT |
16.9KNew |
$1.43M - $1.73M
|
16.9K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
53.8K+ 768.86% |
$4.56M - $5.51M
|
60.8K
$8.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
44.9KNew |
$3.8M - $4.59M
|
44.9K
$6.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
860KNew |
$72.9M - $88M
|
860K
$119M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.38KNew |
$202K - $244K
|
2.38K
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.5KNew |
$212K - $256K
|
2.5K
$346K
|
|
|
Feb 10, 2023
Q4 2022
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
PUT |
125KNew |
$10.6M - $12.8M
|
125K
$17.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.82KNew |
$324K - $391K
|
3.82K
$530K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-100- 4.76% |
$8.47K - $10.2K
|
2K
$277K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
610New |
$51.7K - $62.4K
|
610
$84.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-984- 49.6% |
$83.4K - $101K
|
1K
$139K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
18New |
$1.53K - $1.84K
|
18
$2.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.02KNew |
$256K - $309K
|
3.02K
$419K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2.12KNew |
$179K - $217K
|
2.12K
$294K
|
|
|
Feb 07, 2023
Q4 2022
|
Parametrica Management LTD
|
SELL
|
- |
-31.4K- 75.12% |
$2.66M - $3.21M
|
10.4K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-87- 0.4% |
$7.37K - $8.9K
|
21.4K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-26- 0.24% |
$2.2K - $2.66K
|
10.9K
$1.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
104+ 416.0% |
$8.81K - $10.6K
|
129
$17.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-252- 10.41% |
$21.4K - $25.8K
|
2.17K
$301K
|
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
SELL
|
- |
-9.42K- 19.0% |
$798K - $964K
|
40.2K
$5.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.05KNew |
$173K - $209K
|
2.05K
$284K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
88.6KNew |
$7.51M - $9.07M
|
88.6K
$12.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
150New |
$12.7K - $15.3K
|
150
$20.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.96K+ 75.88% |
$166K - $201K
|
4.55K
$631K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
795New |
$67.4K - $81.4K
|
795
$110K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.05KNew |
$258K - $312K
|
3.05K
$423K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.01K+ 16.31% |
$85.8K - $104K
|
7.23K
$1M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
50New |
$4.24K - $5.12K
|
50
$6.94K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-350- 26.64% |
$29.7K - $35.8K
|
964
$134K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
94+ 3.21% |
$7.97K - $9.62K
|
3.02K
$419K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.52K+ 81.07% |
$128K - $155K
|
3.39K
$470K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
659KNew |
$55.8M - $67.4M
|
659K
$91.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 50.89% |
$16.9K - $20.5K
|
593
$82.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-9.35K- 30.03% |
$792K - $957K
|
21.8K
$3.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.78KNew |
$489K - $591K
|
5.78K
$801K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17New |
$1.44K - $1.74K
|
17
$2.36K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
358+ 1.17% |
$30.3K - $36.6K
|
31.1K
$4.31M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.7KNew |
$1.92M - $2.32M
|
22.7K
$3.15M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
985New |
$83.5K - $101K
|
985
$137K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.18KNew |
$99.6K - $120K
|
1.18K
$163K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$13.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6New |
$508 - $614
|
6
$832
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-63Closed |
$5.22K - $6.33K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
333+ 0.74% |
$27.6K - $33.5K
|
45K
$6.25M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
666+ 15.93% |
$55.2K - $67K
|
4.85K
$672K
|
|