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 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-65- 60.75% |
$5.38K - $6.53K
|
42
$6.37K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.46K+ 2.25% |
$121K - $147K
|
66.4K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
400+ 11.43% |
$33.1K - $40.2K
|
3.9K
$591K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-299- 92.28% |
$24.8K - $30.1K
|
25
$3.79K
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
SELL
|
- |
-3.74K- 38.21% |
$310K - $376K
|
6.05K
$917K
|
|
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
$11.4M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
80+ 0.01% |
$6.63K - $8.04K
|
641K
$97.1M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.35KNew |
$195K - $236K
|
2.35K
$357K
|
|
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
$37.3K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.1K+ 4.69% |
$91K - $110K
|
24.5K
$3.71M
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
4.49KNew |
$372K - $451K
|
4.49K
$680K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
300New |
$24.9K - $30.2K
|
300
$45.5K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
5New |
$414 - $503
|
5
$758
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.18KNew |
$97.8K - $119K
|
1.18K
$179K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
600New |
$49.7K - $60.3K
|
600
$90.9K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-600- 6.28% |
$49.7K - $60.3K
|
8.95K
$1.36M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
922+ 5.77% |
$76.4K - $92.7K
|
16.9K
$2.56M
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.06K- 28.68% |
$87.4K - $106K
|
2.62K
$398K
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.19KNew |
$264K - $320K
|
3.19K
$483K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-25- 0.52% |
$2.07K - $2.51K
|
4.77K
$723K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.79KNew |
$231K - $280K
|
2.79K
$423K
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-20- 0.69% |
$1.66K - $2.01K
|
2.86K
$434K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-108- 18.31% |
$8.95K - $10.9K
|
482
$73.1K
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-111- 3.85% |
$9.2K - $11.2K
|
2.78K
$421K
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-570- 17.18% |
$47.2K - $57.3K
|
2.75K
$417K
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
7.27KNew |
$602K - $731K
|
7.27K
$1.1M
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-200- 39.37% |
$16.6K - $20.1K
|
308
$46.7K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
1.94K+ 33.01% |
$161K - $195K
|
7.82K
$1.18M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.63% |
$82.8 - $101
|
161
$24.4K
|
|
Q2 2022 | |||||||
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
400+ 8.29% |
$34.2K - $40.9K
|
5.23K
$792K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.22KClosed |
$361K - $431K
|
0
$0
|
|
May 15, 2023
Q2 2022
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-15K- 9.2% |
$1.28M - $1.53M
|
148K
$22.4M
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-145KClosed |
$12.4M - $14.8M
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.07KClosed |
$177K - $211K
|
0
$0
|
|
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-462Closed |
$39.5K - $47.2K
|
0
$0
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$1.6M - $1.91M
|
18.7K
$2.83M
|
|
Sep 27, 2022
Q2 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-9.07KClosed |
$776K - $927K
|
0
$0
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
39New |
$3.34K - $3.99K
|
39
$5.91K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.07KClosed |
$91.3K - $109K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.17K+ 1518.18% |
$271K - $324K
|
3.38K
$513K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.44KClosed |
$123K - $147K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-91Closed |
$7.79K - $9.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.23KClosed |
$191K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.43% |
$856 - $1.02K
|
2.32K
$352K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-160Closed |
$13.7K - $16.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-133Closed |
$11.4K - $13.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.73K- 8.13% |
$319K - $381K
|
42.1K
$6.38M
|