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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Rye Brook Capital LLC
|
SELL
|
- |
-70.9KClosed |
$6.07M - $7.24M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-2.33KClosed |
$200K - $238K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
131New |
$11.2K - $13.4K
|
131
$18.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-59Closed |
$5.05K - $6.03K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-2.34KClosed |
$200K - $239K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
176New |
$15.1K - $18K
|
176
$24.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-3.07KClosed |
$263K - $314K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-68Closed |
$5.82K - $6.95K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-908- 23.86% |
$77.7K - $92.8K
|
2.9K
$402K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
202New |
$17.3K - $20.6K
|
202
$28K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
18.6KNew |
$1.59M - $1.9M
|
18.6K
$2.58M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-80.1K- 92.7% |
$6.85M - $8.18M
|
6.31K
$875K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-14Closed |
$1.2K - $1.43K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.6K+ 9.28% |
$137K - $164K
|
18.9K
$2.62M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4.16KClosed |
$356K - $425K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.6KNew |
$137K - $164K
|
1.6K
$222K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$1.07M - $1.28M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
223+ 4.39% |
$19.1K - $22.8K
|
5.3K
$735K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
1.5KNew |
$128K - $153K
|
1.5K
$208K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-19.2KClosed |
$1.64M - $1.96M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-83.4KClosed |
$7.13M - $8.52M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
3.94KNew |
$337K - $403K
|
3.94K
$547K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-25KClosed |
$2.14M - $2.55M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-171- 34.69% |
$14.6K - $17.5K
|
322
$44.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-9.25KClosed |
$792K - $945K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-86- 64.66% |
$8.22K - $9.21K
|
47
$6.52K
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.15KClosed |
$683K - $765K
|
0
$0
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.98KClosed |
$189K - $212K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-135K- 99.63% |
$12.9M - $14.4M
|
500
$69.4K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
296+ 15.02% |
$28.3K - $31.7K
|
2.27K
$314K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.07KClosed |
$198K - $221K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jet Capital Investors L P
New York, NY |
SELL
|
PUT |
-110KClosed |
$10.5M - $11.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
$113K - $127K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-65.6KClosed |
$6.27M - $7.02M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-80.9KClosed |
$7.73M - $8.66M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-27.1KClosed |
$2.6M - $2.91M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-12K- 75.68% |
$1.15M - $1.29M
|
3.86K
$535K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-2.03KClosed |
$194K - $217K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.32KClosed |
$317K - $355K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-6.48KClosed |
$619K - $693K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.89KClosed |
$372K - $416K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$9.56K - $10.7K
|
100
$13.9K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-196- 6.33% |
$18.7K - $21K
|
2.9K
$402K
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-527Closed |
$50.4K - $56.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.3K- 27.08% |
$124K - $139K
|
3.5K
$485K
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-500KClosed |
$47.8M - $53.5M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.78KClosed |
$552K - $618K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-35Closed |
$3.35K - $3.75K
|
0
$0
|
|