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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2KNew |
$264K - $288K
|
2K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-312- 16.45% |
$41.1K - $44.9K
|
1.59K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
11+ 0.15% |
$1.45K - $1.58K
|
7.42K
$992K
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
13.4KNew |
$1.77M - $1.93M
|
13.4K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-63- 0.62% |
$8.3K - $9.07K
|
10.1K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.42K+ 26.43% |
$583K - $637K
|
21.2K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Boundary Creek Advisors LP
|
BUY
|
PUT |
1MNew |
$132M - $144M
|
1M
$134M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
16.1KNew |
$2.12M - $2.32M
|
16.1K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.21KNew |
$818K - $894K
|
6.21K
$830K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-97- 1.77% |
$12.8K - $14K
|
5.4K
$721K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-240- 6.0% |
$31.6K - $34.6K
|
3.76K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
686+ 32.25% |
$90.4K - $98.8K
|
2.81K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.41KNew |
$186K - $203K
|
1.41K
$188K
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
166KNew |
$21.9M - $23.9M
|
166K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-262- 5.0% |
$34.5K - $37.7K
|
4.98K
$665K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.18K- 2.24% |
$155K - $169K
|
51.2K
$6.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-190- 2.89% |
$25K - $27.4K
|
6.38K
$852K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-364- 11.07% |
$48K - $52.4K
|
2.92K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.7K+ 93.71% |
$224K - $244K
|
3.51K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.13KNew |
$1.07M - $1.17M
|
8.13K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.55KNew |
$467K - $511K
|
3.55K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.61K+ 4.0% |
$212K - $232K
|
41.8K
$5.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
43New |
$5.67K - $6.19K
|
43
$5.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.28KNew |
$300K - $328K
|
2.28K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-42.5K- 13.11% |
$5.6M - $6.12M
|
282K
$37.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$132 - $144
|
1.66K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-37- 1.37% |
$4.88K - $5.33K
|
2.67K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
466+ 19.57% |
$61.4K - $67.1K
|
2.85K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.09M- 17.0% |
$144M - $157M
|
5.34M
$714M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-108K- 83.69% |
$14.3M - $15.6M
|
21.1K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-226- 1.69% |
$29.8K - $32.5K
|
13.1K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
89+ 15.59% |
$11.7K - $12.8K
|
660
$88.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.84% |
$11.9K - $13K
|
4.81K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.36K+ 62.63% |
$574K - $627K
|
11.3K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
520K+ 12.52% |
$68.5M - $74.8M
|
4.67M
$624M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8.36K- 3.53% |
$1.1M - $1.2M
|
228K
$30.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.63KNew |
$742K - $811K
|
5.63K
$753K
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-900K- 58.06% |
$119M - $130M
|
650K
$86.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
39New |
$5.14K - $5.62K
|
39
$5.21K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-370- 12.9% |
$48.8K - $53.3K
|
2.5K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3+ 0.04% |
$395 - $432
|
7.14K
$954K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
538+ 28.71% |
$70.9K - $77.5K
|
2.41K
$322K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-840- 5.48% |
$111K - $121K
|
14.5K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
24.8KNew |
$3.27M - $3.57M
|
24.8K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-212- 0.55% |
$27.9K - $30.5K
|
38.1K
$5.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
910+ 25.28% |
$120K - $131K
|
4.51K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.64KNew |
$216K - $236K
|
1.64K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
126+ 2.19% |
$16.6K - $18.1K
|
5.87K
$785K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
158+ 8.44% |
$20.8K - $22.8K
|
2.03K
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
526+ 9.78% |
$69.3K - $75.7K
|
5.9K
$789K
|