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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-58.7KClosed |
$5.02M - $6M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$428 - $511
|
5
$758
|
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-2.45KClosed |
$210K - $250K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-348Closed |
$29.8K - $35.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-2.5KClosed |
$214K - $255K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.33KClosed |
$199K - $238K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
46New |
$3.94K - $4.7K
|
46
$6.97K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$941 - $1.12K
|
11
$1.67K
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.17KClosed |
$185K - $222K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
4.8K+ 1.18% |
$411K - $490K
|
413K
$62.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.07KClosed |
$177K - $212K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.41KNew |
$377K - $451K
|
4.41K
$668K
|
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
16.1K+ 757.68% |
$1.38M - $1.64M
|
18.2K
$2.76M
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.99KClosed |
$170K - $203K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
127New |
$10.9K - $13K
|
127
$19.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.53KClosed |
$216K - $258K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-228- 79.44% |
$19.5K - $23.3K
|
59
$8.94K
|
|
|
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
$2.75M
|
|
|
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
$80.9K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-356- 13.93% |
$30.5K - $36.4K
|
2.2K
$333K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-356- 13.93% |
$30.5K - $36.4K
|
2.2K
$333K
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-357- 1.77% |
$30.5K - $36.5K
|
19.8K
$3.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
CALL |
28KNew |
$2.4M - $2.86M
|
28K
$4.24M
|
|
|
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
$19.9K
|
|
|
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
$26.7K
|
|
|
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
$439K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
202New |
$17.3K - $20.6K
|
202
$30.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
18.6KNew |
$1.59M - $1.9M
|
18.6K
$2.82M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-80.1K- 92.7% |
$6.85M - $8.18M
|
6.31K
$956K
|
|
|
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
$2.86M
|
|
|
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
$243K
|
|
|
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
$227K
|
|
|
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
$597K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-25KClosed |
$2.14M - $2.55M
|
0
$0
|