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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.97KClosed |
$168K - $201K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-2.49KClosed |
$213K - $254K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-13.6KClosed |
$1.16M - $1.38M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-7Closed |
$599 - $715
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-111Closed |
$9.5K - $11.3K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.7KClosed |
$231K - $276K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
500New |
$42.8K - $51.1K
|
500
$69.4K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
94+ 2.27% |
$8.04K - $9.6K
|
4.24K
$588K
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-29.8KClosed |
$2.55M - $3.04M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 0.07% |
$428 - $511
|
7.44K
$1.03M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-69- 2.51% |
$5.9K - $7.05K
|
2.68K
$372K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.26KClosed |
$107K - $128K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.26KClosed |
$450K - $537K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-100- 3.42% |
$8.56K - $10.2K
|
2.83K
$392K
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.78KClosed |
$238K - $284K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
28.6KNew |
$2.44M - $2.92M
|
28.6K
$3.96M
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
172KNew |
$14.7M - $17.5M
|
172K
$23.8M
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-701- 57.22% |
$60K - $71.6K
|
524
$72.7K
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
130New |
$11.1K - $13.3K
|
130
$18K
|
|
Aug 02, 2022
Q2 2022
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-36.3KClosed |
$3.11M - $3.71M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-58.7KClosed |
$5.02M - $6M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$428 - $511
|
5
$694
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-2.45KClosed |
$210K - $250K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-348Closed |
$29.8K - $35.6K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-2.5KClosed |
$214K - $255K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.33KClosed |
$199K - $238K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
46New |
$3.94K - $4.7K
|
46
$6.38K
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$941 - $1.12K
|
11
$1.53K
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.17KClosed |
$185K - $222K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-77KClosed |
$6.59M - $7.87M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
4.8K+ 1.18% |
$411K - $490K
|
413K
$57.2M
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.07KClosed |
$177K - $212K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.41KNew |
$377K - $451K
|
4.41K
$612K
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-7.45KClosed |
$637K - $761K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
16.1K+ 757.68% |
$1.38M - $1.64M
|
18.2K
$2.52M
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.99KClosed |
$170K - $203K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
127New |
$10.9K - $13K
|
127
$17.6K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.53KClosed |
$216K - $258K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-228- 79.44% |
$19.5K - $23.3K
|
59
$8.18K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.04KClosed |
$175K - $208K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-318Closed |
$27.2K - $32.5K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
90+ 0.5% |
$7.7K - $9.2K
|
18.2K
$2.52M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-500Closed |
$42.8K - $51.1K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.67KClosed |
$314K - $375K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 5.32% |
$2.57K - $3.07K
|
534
$74.1K
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-356- 13.93% |
$30.5K - $36.4K
|
2.2K
$305K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-356- 13.93% |
$30.5K - $36.4K
|
2.2K
$305K
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-357- 1.77% |
$30.5K - $36.5K
|
19.8K
$2.75M
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
CALL |
28KNew |
$2.4M - $2.86M
|
28K
$3.88M
|