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 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-228- 79.44% |
$19.5K - $23.3K
|
59
$8.73K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.04KClosed |
$175K - $208K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-318Closed |
$27.2K - $32.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
90+ 0.5% |
$7.7K - $9.2K
|
18.2K
$2.69M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-500Closed |
$42.8K - $51.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.67KClosed |
$314K - $375K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-30- 5.32% |
$2.57K - $3.07K
|
534
$79K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-356- 13.93% |
$30.5K - $36.4K
|
2.2K
$325K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-356- 13.93% |
$30.5K - $36.4K
|
2.2K
$325K
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-357- 1.77% |
$30.5K - $36.5K
|
19.8K
$2.93M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
CALL |
28KNew |
$2.4M - $2.86M
|
28K
$4.14M
|
|
|
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
$19.4K
|
|
|
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
$26K
|
|
|
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
$429K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
202New |
$17.3K - $20.6K
|
202
$29.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
18.6KNew |
$1.59M - $1.9M
|
18.6K
$2.75M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-80.1K- 92.7% |
$6.85M - $8.18M
|
6.31K
$933K
|
|
|
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
$2.79M
|
|
|
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
$237K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$1.07M - $1.28M
|
0
$0
|
|
|
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
$222K
|
|
|
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
$583K
|
|
|
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
$47.6K
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-9.25KClosed |
$792K - $945K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$9.56K - $10.7K
|
100
$14.8K
|
|
|
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
$74K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
296+ 15.02% |
$28.3K - $31.7K
|
2.27K
$335K
|
|
|
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
$571K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-2.03KClosed |
$194K - $217K
|
0
$0
|
|