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
May 06, 2020 Q1 2020	Leelyn Smith, LLC Geneva, IL	SELL	-	-3.36K Closed	$164K - $287K	0 $0
May 05, 2020 Q1 2020	Bowling Portfolio Management LLC	SELL	-	-5.22K Closed	$255K - $445K	0 $0
Apr 29, 2020 Q1 2020	Iowa State Bank	SELL	-	-3.42K Closed	$167K - $292K	0 $0
Apr 28, 2020 Q1 2020	Camelot Portfolios, LLC	SELL	-	-3.07K Closed	$150K - $262K	0 $0
Apr 28, 2020 Q1 2020	First American Trust, Fsb	SELL	-	-5.25K Closed	$256K - $448K	0 $0
Apr 28, 2020 Q1 2020	Slate Stone Wealth, LLC	SELL	-	-3.16K Closed	$154K - $269K	0 $0
Apr 28, 2020 Q1 2020	Pax Financial Group, LLC San Antonio, TX	SELL	-	-5.22K Closed	$254K - $445K	0 $0
Apr 27, 2020 Q1 2020	Qvr LLC	SELL	PUT	-100 Closed	$4.88K - $8.52K	0 $0
Apr 22, 2020 Q1 2020	Cohen Lawrence B Boston, MA	SELL	-	-3.94K Closed	$192K - $335K	0 $0
Apr 20, 2020 Q1 2020	Sequent Asset Management, LLC	SELL	-	-3.28K Closed	$160K - $280K	0 $0
Apr 20, 2020 Q1 2020	Bay Rivers Group	SELL	-	-33.5K Closed	$1.63M - $2.85M	0 $0
Apr 16, 2020 Q1 2020	Ballast Advisors LLC	SELL	-	-79 - 53.38%	$3.85K - $6.73K	69 $9.41K
Apr 16, 2020 Q1 2020	Empirical Finance, LLC	SELL	-	-13.9K Closed	$677K - $1.18M	0 $0
Apr 09, 2020 Q1 2020	Seneca House Advisors	SELL	-	-7.36K Closed	$359K - $627K	0 $0
Apr 08, 2020 Q1 2020	Hc Financial Advisors Inc	BUY	-	168 New	$8.19K - $14.3K	168 $22.9K
Apr 07, 2020 Q1 2020	First American Bank Dundee, IL	SELL	-	-13.2K Closed	$645K - $1.13M	0 $0
Q4 2019
Oct 02, 2024 Q4 2019	Cannon Financial Strategists, Inc. Athens, GA	BUY	-	278K New	$20.6M - $22.9M	278K $37.9M
Feb 14, 2020 Q4 2019	Luminus Management LLC Houston, TX	SELL	-	-820 Closed	$60.7K - $67.7K	0 $0
Feb 14, 2020 Q4 2019	P Schoenfeld Asset Management LP New York, NY	BUY	CALL	30K New	$2.22M - $2.48M	30K $4.09M
Feb 13, 2020 Q4 2019	Lake Point Wealth Management	SELL	-	-284 - 96.93%	$21K - $23.4K	9 $1.23K
Feb 13, 2020 Q4 2019	Bellevue Asset Management, LLC Bellevue, WA	BUY	-	192 New	$14.2K - $15.8K	192 $26.2K
Feb 12, 2020 Q4 2019	Princeton Capital Management LLC Red Bank, NJ	SELL	-	-100 Closed	$7.41K - $8.25K	0 $0
Feb 10, 2020 Q4 2019	Jnba Financial Advisors	SELL	-	-33 - 0.92%	$2.44K - $2.72K	3.56K $486K
Feb 07, 2020 Q4 2019	Glaxis Capital Management, LLC Sarasota, FL	SELL	-	-20.3K Closed	$1.51M - $1.68M	0 $0
Jan 30, 2020 Q4 2019	Litman Gregory Wealth Management LLC	SELL	-	-766 Closed	$56.7K - $63.2K	0 $0
Jan 30, 2020 Q4 2019	Kingsview Wealth Management, LLC Grants Pass, OR	SELL	CALL	-300 - 50.0%	$22.2K - $24.8K	300 $40.9K
Jan 28, 2020 Q4 2019	Vanguard Capital Wealth Advisors	SELL	-	-2.74K Closed	$203K - $226K	0 $0
Jan 28, 2020 Q4 2019	Quad Cities Investment Group, LLC Davenport, IA	SELL	-	-270 Closed	$20K - $22.3K	0 $0
Jan 22, 2020 Q4 2019	Pathway Financial Advisors LLC	SELL	-	-3.3K Closed	$244K - $272K	0 $0
Jan 15, 2020 Q4 2019	Kcs Wealth Advisory	SELL	-	-216 Closed	$16K - $17.8K	0 $0
Q3 2019
Nov 14, 2019 Q3 2019	Scoggin Management LP New York, NY	SELL	PUT	-30K Closed	$2.32M - $2.38M	0 $0
Nov 14, 2019 Q3 2019	Corvex Management LP New York, NY	SELL	PUT	-1M Closed	$77.2M - $79.4M	0 $0
Nov 14, 2019 Q3 2019	Empyrean Capital Partners, LP Los Angeles, CA	SELL	-	-54.8K Closed	$4.23M - $4.35M	0 $0
Nov 13, 2019 Q3 2019	Dynamic Advisor Solutions LLC	BUY	PUT	2.4K New	$185K - $190K	2.4K $327K
Nov 13, 2019 Q3 2019	Destination Wealth Management	SELL	-	-112 Closed	$8.65K - $8.89K	0 $0
Nov 13, 2019 Q3 2019	Roble, Belko & Company, Inc Sewickley, PA	SELL	-	-735 Closed	$56.8K - $58.3K	0 $0
Nov 12, 2019 Q3 2019	Gsb Wealth Management, LLC	BUY	-	110 New	$8.49K - $8.73K	110 $15K
Nov 12, 2019 Q3 2019	Manufacturers Life Insurance Company, The Toronto, A6	SELL	-	-17.9K Closed	$1.38M - $1.42M	0 $0
Nov 12, 2019 Q3 2019	Wrapmanager Inc	SELL	-	-2.74K Closed	$212K - $217K	0 $0
Nov 08, 2019 Q3 2019	Gavea Investimentos Ltda Rj, D5	SELL	-	-5.14K Closed	$397K - $408K	0 $0
Nov 08, 2019 Q3 2019	Perella Weinberg Partners Capital Management LP	SELL	-	-51K Closed	$3.94M - $4.05M	0 $0
Nov 08, 2019 Q3 2019	Blackhawk Capital Partners Llc. Thiensville, WI	SELL	-	-5.78K Closed	$447K - $459K	0 $0
Nov 05, 2019 Q3 2019	Doyle Wealth Management St. Petersburg, FL	SELL	-	-1.54K Closed	$119K - $122K	0 $0
Nov 01, 2019 Q3 2019	Access Financial Services, Inc.	SELL	-	-6.14K Closed	$474K - $487K	0 $0
Nov 01, 2019 Q3 2019	Qvr LLC	SELL	-	-12.9K Closed	$997K - $1.02M	0 $0
Oct 31, 2019 Q3 2019	Arcus Capital Partners, LLC	SELL	-	-129 Closed	$9.96K - $10.2K	0 $0
Oct 31, 2019 Q3 2019	Hirtle Callaghan & CO LLC West Conshohocken, PA	SELL	-	-27.9K Closed	$2.15M - $2.21M	0 $0
Oct 30, 2019 Q3 2019	Essex Savings Bank	SELL	-	-826 Closed	$63.8K - $65.5K	0 $0
Oct 30, 2019 Q3 2019	Shulman De Meo Asset Management LLC	SELL	-	-3.6K Closed	$278K - $286K	0 $0
Oct 30, 2019 Q3 2019	Executive Wealth Management, LLC	BUY	-	1 + 0.45%	$77.2 - $79.4	222 $30.3K

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Latest Institutional Transactions on Industrial Sector Spdr (XLI)

-3.36K

-5.22K

-3.42K

-3.07K

-5.25K

-3.16K

-5.22K

-100

-3.94K

-3.28K

-33.5K

-79

-13.9K

-7.36K

168

-13.2K

278K

-820

30K

-284

192

-100

-33

-20.3K

-766

-300

-2.74K

-270

-3.3K

-216

-30K

-1M

-54.8K

2.4K

-112

-735

110

-17.9K

-2.74K

-5.14K

-51K

-5.78K

-1.54K

-6.14K

-12.9K

-129

-27.9K

-826

-3.6K

1

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