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 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
202K+ 13.03% |
$26.6M - $29.1M
|
1.75M
$239M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-267- 1.3% |
$35.2K - $38.4K
|
20.3K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.51K+ 22.0% |
$990K - $1.08M
|
41.6K
$5.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-425- 5.25% |
$56K - $61.2K
|
7.67K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.12K+ 47.58% |
$806K - $881K
|
19K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
657+ 27.5% |
$86.6K - $94.6K
|
3.05K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-2- 0.07% |
$264 - $288
|
2.74K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-365- 4.29% |
$48.1K - $52.6K
|
8.15K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 0.51% |
$1.84K - $2.02K
|
2.76K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-397K- 89.34% |
$52.3M - $57.2M
|
47.4K
$6.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
174New |
$22.9K - $25.1K
|
174
$23.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
118+ 1.13% |
$15.5K - $17K
|
10.6K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-60- 0.75% |
$7.91K - $8.64K
|
7.91K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-139- 3.99% |
$18.3K - $20K
|
3.35K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
10.6KNew |
$1.39M - $1.52M
|
10.6K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-3.84K- 13.98% |
$506K - $553K
|
23.6K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-439- 8.67% |
$57.8K - $63.2K
|
4.63K
$631K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$312K - $341K
|
2.37K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
31+ 1.55% |
$4.08K - $4.46K
|
2.03K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.2K- 33.83% |
$2M - $2.19M
|
29.7K
$4.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.64K- 2.94% |
$216K - $237K
|
54.3K
$7.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
258+ 16.18% |
$34K - $37.1K
|
1.85K
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
47.9K+ 57.39% |
$6.31M - $6.89M
|
131K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-59- 3.21% |
$7.77K - $8.5K
|
1.78K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
15.8K+ 980.41% |
$2.08M - $2.27M
|
17.4K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
682+ 10.91% |
$89.9K - $98.2K
|
6.93K
$945K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.12K- 23.62% |
$148K - $161K
|
3.63K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
18.2KNew |
$2.4M - $2.63M
|
18.2K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
352+ 10.51% |
$46.4K - $50.7K
|
3.7K
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
50+ 1.99% |
$6.59K - $7.2K
|
2.56K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.18KNew |
$551K - $602K
|
4.18K
$570K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.08K+ 0.74% |
$142K - $156K
|
148K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
522+ 0.65% |
$68.8K - $75.2K
|
81K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1K+ 39.94% |
$132K - $144K
|
3.51K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-10- 0.06% |
$1.32K - $1.44K
|
17.9K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-105- 6.5% |
$13.8K - $15.1K
|
1.51K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-22.3K- 6.06% |
$2.94M - $3.22M
|
347K
$47.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.75K+ 27.56% |
$494K - $540K
|
17.4K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.34K- 3.69% |
$440K - $481K
|
87.3K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
394+ 1.65% |
$51.9K - $56.7K
|
24.3K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
36+ 0.85% |
$4.74K - $5.18K
|
4.28K
$583K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
40.7K+ 412.33% |
$5.36M - $5.86M
|
50.6K
$6.89M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
972+ 8.5% |
$128K - $140K
|
12.4K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.49K- 11.5% |
$591K - $646K
|
34.5K
$4.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.03K- 12.59% |
$399K - $436K
|
21K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-251- 8.75% |
$33.1K - $36.1K
|
2.62K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
808+ 64.95% |
$106K - $116K
|
2.05K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3KNew |
$396K - $432K
|
3K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
58+ 30.21% |
$7.64K - $8.35K
|
250
$34.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.94K- 8.83% |
$256K - $280K
|
20.1K
$2.73M
|