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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
814New |
$78.6K - $84.4K
|
814
$120K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.3KNew |
$318K - $342K
|
3.3K
$488K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-51- 1.77% |
$4.92K - $5.29K
|
2.83K
$418K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.5KNew |
$2.56M - $2.75M
|
26.5K
$3.93M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
295New |
$28.5K - $30.6K
|
295
$43.6K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
101New |
$9.75K - $10.5K
|
101
$14.9K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
85+ 0.61% |
$8.2K - $8.81K
|
14K
$2.07M
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-168K- 79.53% |
$16.2M - $17.4M
|
43.3K
$6.4M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-20.1K- 79.15% |
$1.94M - $2.08M
|
5.29K
$782K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-29.8K- 48.35% |
$2.87M - $3.08M
|
31.8K
$4.7M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
946New |
$91.3K - $98.1K
|
946
$140K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
41+ 43.16% |
$3.96K - $4.25K
|
136
$20.1K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-936- 12.87% |
$90.3K - $97K
|
6.33K
$937K
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-50.9K- 30.35% |
$4.91M - $5.28M
|
117K
$17.3M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-382- 2.77% |
$36.9K - $39.6K
|
13.4K
$1.99M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
113+ 4.56% |
$10.9K - $11.7K
|
2.59K
$383K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-76- 33.63% |
$7.33K - $7.88K
|
150
$22.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-173- 35.38% |
$16.7K - $17.9K
|
316
$46.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-95- 2.08% |
$9.17K - $9.85K
|
4.47K
$661K
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.7KNew |
$164K - $176K
|
1.7K
$251K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.19KNew |
$211K - $227K
|
2.19K
$323K
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-10.4K- 17.1% |
$1M - $1.08M
|
50.3K
$7.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-242- 10.62% |
$23.4K - $25.1K
|
2.04K
$301K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.25KNew |
$120K - $129K
|
1.25K
$184K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.28KNew |
$413K - $444K
|
4.28K
$634K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-23- 7.37% |
$2.22K - $2.38K
|
289
$42.8K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
33.9KNew |
$3.27M - $3.52M
|
33.9K
$5.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-500- 38.46% |
$48.3K - $51.8K
|
800
$118K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20- 0.88% |
$1.93K - $2.07K
|
2.24K
$331K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-24- 1.24% |
$2.32K - $2.49K
|
1.91K
$283K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
154+ 1400.0% |
$14.9K - $16K
|
165
$24.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.37K+ 49.95% |
$325K - $349K
|
10.1K
$1.49M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-225- 1.83% |
$21.7K - $23.3K
|
12.1K
$1.79M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
157+ 0.42% |
$15.2K - $16.3K
|
37.3K
$5.52M
|
|
| Q4 2022 | |||||||
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.74KNew |
$401K - $485K
|
4.74K
$701K
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
9.63KNew |
$816K - $985K
|
9.63K
$1.42M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
14New |
$1.19K - $1.43K
|
14
$2.07K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
485New |
$41.1K - $49.6K
|
485
$71.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
23New |
$1.95K - $2.35K
|
23
$3.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.1KNew |
$940K - $1.14M
|
11.1K
$1.64M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$84.7 - $102
|
1
$148
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
268New |
$22.7K - $27.4K
|
268
$39.6K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.03K- 21.46% |
$257K - $310K
|
11.1K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
250New |
$21.2K - $25.6K
|
250
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-9- 40.91% |
$763 - $921
|
13
$1.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.2KNew |
$861K - $1.04M
|
10.2K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.25K- 20.73% |
$106K - $128K
|
4.8K
$710K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-251- 1.27% |
$21.3K - $25.7K
|
19.5K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
PUT |
200KNew |
$16.9M - $20.5M
|
200K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
11.5KNew |
$975K - $1.18M
|
11.5K
$1.7M
|
|