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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
358+ 1.17% |
$30.3K - $36.6K
|
31.1K
$4.59M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.7KNew |
$1.92M - $2.32M
|
22.7K
$3.36M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
985New |
$83.5K - $101K
|
985
$146K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.18KNew |
$99.6K - $120K
|
1.18K
$174K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$14.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6New |
$508 - $614
|
6
$888
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-63Closed |
$5.22K - $6.33K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
333+ 0.74% |
$27.6K - $33.5K
|
45K
$6.66M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
666+ 15.93% |
$55.2K - $67K
|
4.85K
$717K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-7.03K- 50.5% |
$583K - $707K
|
6.89K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-14K- 73.52% |
$1.16M - $1.41M
|
5.05K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-257- 7.79% |
$21.3K - $25.8K
|
3.04K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
154K+ 317.12% |
$12.8M - $15.5M
|
202K
$30M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.42% |
$497 - $603
|
1.42K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-9.53KClosed |
$789K - $958K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$1.71M - $2.07M
|
20.6K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
26.5KNew |
$2.2M - $2.66M
|
26.5K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Arosa Capital Management LP
Ny, NY |
SELL
|
CALL |
-125K- 50.0% |
$10.4M - $12.6M
|
125K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
26.1K+ 39.13% |
$2.16M - $2.62M
|
92.7K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
CALL |
10KNew |
$828K - $1.01M
|
10K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-64.5K- 89.58% |
$5.34M - $6.48M
|
7.5K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-9.58K- 30.36% |
$794K - $963K
|
22K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-459- 9.05% |
$38K - $46.1K
|
4.61K
$682K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
274+ 3044.44% |
$22.7K - $27.5K
|
283
$41.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-65- 60.75% |
$5.38K - $6.53K
|
42
$6.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.46K+ 2.25% |
$121K - $147K
|
66.4K
$9.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
400+ 11.43% |
$33.1K - $40.2K
|
3.9K
$577K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-299- 92.28% |
$24.8K - $30.1K
|
25
$3.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-3.74K- 38.21% |
$310K - $376K
|
6.05K
$895K
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.18K+ 4.42% |
$264K - $320K
|
75.3K
$11.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
80+ 0.01% |
$6.63K - $8.04K
|
641K
$94.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.35KNew |
$195K - $236K
|
2.35K
$348K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.44KClosed |
$119K - $145K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
246New |
$20.4K - $24.7K
|
246
$36.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.1K+ 4.69% |
$91K - $110K
|
24.5K
$3.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
4.49KNew |
$372K - $451K
|
4.49K
$664K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
300New |
$24.9K - $30.2K
|
300
$44.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
5New |
$414 - $503
|
5
$740
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.18KNew |
$97.8K - $119K
|
1.18K
$175K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
600New |
$49.7K - $60.3K
|
600
$88.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-600- 6.28% |
$49.7K - $60.3K
|
8.95K
$1.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
922+ 5.77% |
$76.4K - $92.7K
|
16.9K
$2.5M
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.06K- 28.68% |
$87.4K - $106K
|
2.62K
$388K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.19KNew |
$264K - $320K
|
3.19K
$471K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-25- 0.52% |
$2.07K - $2.51K
|
4.77K
$706K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.79KNew |
$231K - $280K
|
2.79K
$413K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-20- 0.69% |
$1.66K - $2.01K
|
2.86K
$423K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-108- 18.31% |
$8.95K - $10.9K
|
482
$71.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-111- 3.85% |
$9.2K - $11.2K
|
2.78K
$411K
|
|