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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
361KNew |
$36.4M - $40M
|
361K
$47.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
PUT |
466KNew |
$46.9M - $51.6M
|
466K
$61.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
PUT |
34KNew |
$3.43M - $3.77M
|
34K
$4.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-108- 0.96% |
$10.9K - $12K
|
11.2K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
151New |
$15.2K - $16.7K
|
151
$19.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-253- 3.11% |
$25.5K - $28K
|
7.89K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
130New |
$13.1K - $14.4K
|
130
$17.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-67- 2.48% |
$6.75K - $7.42K
|
2.64K
$346K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.8K- 7.46% |
$1.7M - $1.87M
|
209K
$27.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
76.5K+ 22.6% |
$7.71M - $8.47M
|
415K
$54.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
24.7KNew |
$2.49M - $2.73M
|
24.7K
$3.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
42New |
$4.23K - $4.65K
|
42
$5.51K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
106New |
$10.7K - $11.7K
|
106
$13.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
19New |
$1.91K - $2.1K
|
19
$2.49K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.08% |
$201 - $222
|
2.49K
$326K
|
|
|
Nov 02, 2023
Q3 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
232K+ 42.21% |
$23.4M - $25.7M
|
782K
$103M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.33KNew |
$437K - $480K
|
4.33K
$569K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.06KNew |
$208K - $228K
|
2.06K
$270K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-12- 0.21% |
$1.21K - $1.33K
|
5.83K
$764K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 4.88% |
$403 - $443
|
78
$10.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
5KNew |
$504K - $554K
|
5K
$656K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.03K+ 31.99% |
$104K - $114K
|
4.24K
$557K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.7K+ 74.41% |
$272K - $299K
|
6.32K
$829K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
241New |
$24.3K - $26.7K
|
241
$31.6K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.38K- 25.84% |
$240K - $264K
|
6.83K
$896K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-5K- 47.94% |
$504K - $554K
|
5.43K
$713K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-17- 44.74% |
$1.71K - $1.88K
|
21
$2.76K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 6.08% |
$159K - $175K
|
27.6K
$3.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
2.27KNew |
$228K - $251K
|
2.27K
$297K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
490+ 24.13% |
$49.4K - $54.3K
|
2.52K
$331K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.16K- 55.11% |
$318K - $350K
|
2.57K
$337K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-53- 2.6% |
$5.34K - $5.87K
|
1.99K
$261K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
77New |
$7.76K - $8.53K
|
77
$10.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.15KNew |
$821K - $902K
|
8.15K
$1.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-14.2K- 83.64% |
$1.43M - $1.57M
|
2.77K
$364K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-202- 27.37% |
$20.3K - $22.4K
|
536
$70.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.98KNew |
$200K - $219K
|
1.98K
$260K
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
78.4KNew |
$7.9M - $8.68M
|
78.4K
$10.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
24.1KNew |
$2.43M - $2.67M
|
24.1K
$3.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7New |
$705 - $775
|
7
$919
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.5KNew |
$251K - $276K
|
2.5K
$327K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-72.8K- 96.75% |
$7.05M - $7.81M
|
2.45K
$321K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-32- 3.04% |
$3.1K - $3.43K
|
1.02K
$134K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
101New |
$9.78K - $10.8K
|
101
$13.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$484 - $537
|
5
$656
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35.6K- 94.53% |
$3.45M - $3.82M
|
2.06K
$270K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
3.75KNew |
$363K - $402K
|
3.75K
$492K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
225New |
$21.8K - $24.1K
|
225
$29.5K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.42K- 97.79% |
$137K - $152K
|
32
$4.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-225- 3.63% |
$21.8K - $24.1K
|
5.98K
$784K
|
|