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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-414Closed |
$40.5K - $43.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
PUT |
2.63MNew |
$257M - $277M
|
2.63M
$365M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-6.81KClosed |
$666K - $719K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200Closed |
$19.6K - $21.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.75KClosed |
$269K - $290K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-93.4KClosed |
$9.14M - $9.86M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-15.9KClosed |
$1.55M - $1.68M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-106KClosed |
$10.4M - $11.2M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
250New |
$24.5K - $26.4K
|
250
$34.7K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-754Closed |
$73.8K - $79.6K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-159Closed |
$15.6K - $16.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-50- 18.45% |
$4.89K - $5.28K
|
221
$30.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-15KClosed |
$1.47M - $1.58M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
68New |
$6.65K - $7.18K
|
68
$9.43K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-500Closed |
$48.9K - $52.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.44KClosed |
$239K - $257K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-475Closed |
$46.5K - $50.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.5KClosed |
$538K - $580K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-200- 36.56% |
$19.6K - $21.1K
|
347
$48.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.9KClosed |
$382K - $412K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-52.6KClosed |
$5.14M - $5.55M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.49KClosed |
$244K - $263K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-4.4K- 44.1% |
$430K - $464K
|
5.57K
$773K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-2.55KClosed |
$250K - $269K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
100K+ 12.5% |
$9.78M - $10.6M
|
900K
$125M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13New |
$1.27K - $1.37K
|
13
$1.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.18KNew |
$605K - $652K
|
6.18K
$857K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-58.5KClosed |
$5.72M - $6.17M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
80.6KNew |
$7.88M - $8.5M
|
80.6K
$11.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-837Closed |
$81.9K - $88.3K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-260Closed |
$25.4K - $27.4K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-3.02KClosed |
$295K - $318K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Belvedere Trading LLC
|
SELL
|
CALL |
-20KClosed |
$1.96M - $2.11M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.39KClosed |
$234K - $252K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-3Closed |
$294 - $317
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-2.67KClosed |
$262K - $282K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-137Closed |
$13.4K - $14.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 18, 2023
Q2 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-28.7KClosed |
$2.84M - $3.03M
|
0
$0
|
|
|
Nov 12, 2021
Q2 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-72Closed |
$7.11K - $7.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40New |
$3.95K - $4.22K
|
40
$5.55K
|
|
|
Aug 16, 2021
Q2 2021
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
CALL |
-500KClosed |
$49.4M - $52.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
200KNew |
$19.8M - $21.1M
|
200K
$27.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.83KClosed |
$674K - $720K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-117Closed |
$11.6K - $12.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
88.4KNew |
$8.74M - $9.33M
|
88.4K
$12.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-88KClosed |
$8.7M - $9.29M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-200- 90.91% |
$19.8K - $21.1K
|
20
$2.77K
|
|
|
Aug 13, 2021
Q2 2021
|
Spider Rock Advisors, LLC
|
SELL
|
CALL |
-500Closed |
$49.4K - $52.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-8.85KClosed |
$874K - $934K
|
0
$0
|
|