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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-202- 27.37% |
$20.3K - $22.4K
|
536
$79.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.98KNew |
$200K - $219K
|
1.98K
$293K
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
78.4KNew |
$7.9M - $8.68M
|
78.4K
$11.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
24.1KNew |
$2.43M - $2.67M
|
24.1K
$3.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7New |
$705 - $775
|
7
$1.04K
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.5KNew |
$251K - $276K
|
2.5K
$369K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-72.8K- 96.75% |
$7.05M - $7.81M
|
2.45K
$362K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-32- 3.04% |
$3.1K - $3.43K
|
1.02K
$151K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
101New |
$9.78K - $10.8K
|
101
$14.9K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$484 - $537
|
5
$740
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-35.6K- 94.53% |
$3.45M - $3.82M
|
2.06K
$305K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
225New |
$21.8K - $24.1K
|
225
$33.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.42K- 97.79% |
$137K - $152K
|
32
$4.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-225- 3.63% |
$21.8K - $24.1K
|
5.98K
$884K
|
|
|
Aug 14, 2023
Q2 2023
|
Triatomic Management LP
New York, NY |
BUY
|
PUT |
68.2KNew |
$6.61M - $7.32M
|
68.2K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cartenna Capital, LP
Stamford, CT |
BUY
|
PUT |
300K+ 35.29% |
$29.1M - $32.2M
|
1.15M
$170M
|
|
|
Aug 14, 2023
Q2 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
30.2KNew |
$2.92M - $3.24M
|
30.2K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
60New |
$5.81K - $6.44K
|
60
$8.88K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
307New |
$29.7K - $32.9K
|
307
$45.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
316+ 7.05% |
$30.6K - $33.9K
|
4.8K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
260K+ 469.17% |
$25.2M - $27.9M
|
315K
$46.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
55.9KNew |
$5.41M - $6M
|
55.9K
$8.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-815K- 74.43% |
$79M - $87.5M
|
280K
$41.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
20.8KNew |
$2.01M - $2.23M
|
20.8K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
14.4KNew |
$1.39M - $1.54M
|
14.4K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
56.4KNew |
$5.46M - $6.05M
|
56.4K
$8.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.14KNew |
$595K - $659K
|
6.14K
$909K
|
|
|
Aug 14, 2023
Q2 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
CALL |
60KNew |
$5.81M - $6.44M
|
60K
$8.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
34.7KNew |
$3.36M - $3.72M
|
34.7K
$5.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-82- 83.67% |
$7.94K - $8.8K
|
16
$2.37K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
550+ 2.05% |
$53.3K - $59K
|
27.4K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$310K - $343K
|
3.2K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
229+ 10.46% |
$22.2K - $24.6K
|
2.42K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-36- 1.23% |
$3.49K - $3.86K
|
2.89K
$427K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
PUT |
300New |
$29.1K - $32.2K
|
300
$44.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
6.49KNew |
$629K - $697K
|
6.49K
$960K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
51+ 0.5% |
$4.94K - $5.47K
|
10.2K
$1.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
764New |
$74K - $82K
|
764
$113K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-472- 0.69% |
$45.7K - $50.7K
|
68.2K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.28KNew |
$124K - $137K
|
1.28K
$189K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.12K- 9.75% |
$205K - $228K
|
19.6K
$2.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
7.84K+ 90.49% |
$759K - $841K
|
16.5K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7.98KNew |
$773K - $856K
|
7.98K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-753- 88.28% |
$72.9K - $80.8K
|
100
$14.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
175+ 7.77% |
$16.9K - $18.8K
|
2.43K
$359K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
131KNew |
$12.7M - $14M
|
131K
$19.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.32% |
$96.9 - $107
|
309
$45.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
150+ 1.61% |
$14.5K - $16.1K
|
9.44K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
61New |
$5.91K - $6.55K
|
61
$9.02K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
36+ 1.56% |
$3.49K - $3.86K
|
2.34K
$347K
|
|