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 12, 2022
Q1 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-8.4K- 17.87% |
$803K - $899K
|
38.6K
$5.35M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-150Closed |
$14.3K - $16.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.38KClosed |
$418K - $468K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-2.38KClosed |
$228K - $255K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-11KClosed |
$1.05M - $1.18M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-139Closed |
$13.3K - $14.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
2.37KNew |
$227K - $254K
|
2.37K
$329K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-77- 7.86% |
$7.36K - $8.24K
|
903
$125K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-130Closed |
$12.4K - $13.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.88KClosed |
$371K - $416K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-368Closed |
$35.2K - $39.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-515Closed |
$49.2K - $55.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-3KClosed |
$287K - $321K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-255Closed |
$24.4K - $27.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-283Closed |
$27.1K - $30.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-90.5KClosed |
$8.65M - $9.69M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.57KClosed |
$150K - $168K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
114+ 228.0% |
$10.9K - $12.2K
|
164
$22.7K
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-12.6KClosed |
$1.2M - $1.34M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-61Closed |
$5.83K - $6.53K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-4.38KClosed |
$419K - $469K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.92KClosed |
$184K - $206K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-5.35KClosed |
$512K - $573K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
337New |
$32.2K - $36.1K
|
337
$46.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-22.6KClosed |
$2.16M - $2.42M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-3.67K- 94.2% |
$351K - $393K
|
226
$31.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-101Closed |
$9.66K - $10.8K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
442New |
$42.3K - $47.3K
|
442
$61.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-7.45KClosed |
$712K - $797K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-306- 4.25% |
$29.3K - $32.8K
|
6.89K
$956K
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.33KClosed |
$223K - $249K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.43KClosed |
$136K - $153K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-401Closed |
$38.3K - $42.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-796- 7.14% |
$76.1K - $85.2K
|
10.4K
$1.44M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-5.78KClosed |
$552K - $619K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-30KClosed |
$2.87M - $3.21M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-23.9KClosed |
$2.29M - $2.56M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-208- 56.99% |
$19.9K - $22.3K
|
157
$21.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-356Closed |
$34K - $38.1K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.89KClosed |
$276K - $309K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-38.7KClosed |
$3.7M - $4.14M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-28.9KClosed |
$2.76M - $3.09M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-689Closed |
$65.9K - $73.8K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.36KClosed |
$322K - $360K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5- 3.79% |
$478 - $535
|
127
$17.6K
|
|
| Q4 2021 | |||||||
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
700New |
$69K - $75K
|
700
$97.1K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.43KNew |
$141K - $153K
|
1.43K
$198K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.39KNew |
$138K - $149K
|
1.39K
$193K
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-7.26KClosed |
$716K - $778K
|
0
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-100- 33.78% |
$9.86K - $10.7K
|
196
$27.2K
|
|