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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1K- 83.06% |
$132K - $144K
|
204
$27.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
886+ 2.43% |
$117K - $128K
|
37.4K
$5.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.61K+ 82.34% |
$343K - $375K
|
5.77K
$787K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.4K+ 47.14% |
$184K - $202K
|
4.37K
$596K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.44% |
$264 - $288
|
457
$62.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.08K- 1.86% |
$142K - $156K
|
56.9K
$7.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
34New |
$4.48K - $4.9K
|
34
$4.64K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.32K- 25.37% |
$305K - $334K
|
6.82K
$930K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.94K- 4.1% |
$256K - $280K
|
45.5K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-569- 5.26% |
$75K - $81.9K
|
10.3K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 36.73% |
$146K - $159K
|
1.91K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 10.27% |
$217K - $238K
|
14.4K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
76+ 0.32% |
$10K - $10.9K
|
23.5K
$3.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-50- 2.76% |
$6.59K - $7.2K
|
1.76K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
772+ 14.84% |
$102K - $111K
|
5.97K
$814K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
86+ 6.93% |
$11.3K - $12.4K
|
1.33K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
4.99K+ 22.04% |
$658K - $719K
|
27.6K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-110- 3.08% |
$14.5K - $15.8K
|
3.47K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.5K- 16.95% |
$329K - $360K
|
12.3K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19.2K+ 96.52% |
$2.54M - $2.77M
|
39.2K
$5.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
100+ 3.74% |
$13.2K - $14.4K
|
2.78K
$378K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
819+ 22.56% |
$108K - $118K
|
4.45K
$607K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.59K+ 3.69% |
$473K - $517K
|
101K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5.16K+ 76.82% |
$679K - $742K
|
11.9K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $144
|
1.9K
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.2K- 24.55% |
$3.97M - $4.34M
|
92.7K
$12.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-35.5K- 74.1% |
$4.67M - $5.1M
|
12.4K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-45- 2.22% |
$5.93K - $6.48K
|
1.98K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-865- 1.22% |
$114K - $125K
|
70.3K
$9.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.83% |
$2.5K - $2.74K
|
2.31K
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 0.36% |
$1.98K - $2.16K
|
4.18K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.15K+ 51.72% |
$1.07M - $1.17M
|
23.9K
$3.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
7.67KNew |
$1.01M - $1.1M
|
7.67K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
304+ 1.47% |
$40.1K - $43.8K
|
21K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.59KNew |
$210K - $229K
|
1.59K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-167- 4.46% |
$22K - $24K
|
3.58K
$488K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.22K+ 21.77% |
$161K - $176K
|
6.85K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.54KNew |
$203K - $221K
|
1.54K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
680+ 0.97% |
$89.6K - $97.9K
|
70.7K
$9.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.57K+ 69.0% |
$602K - $658K
|
11.2K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 5.23% |
$147K - $161K
|
22.5K
$3.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
176+ 12.34% |
$23.2K - $25.3K
|
1.6K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.03K+ 4.97% |
$1.06M - $1.16M
|
170K
$23.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-166- 9.29% |
$21.9K - $23.9K
|
1.62K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.18K- 1.23% |
$155K - $169K
|
94.7K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
172+ 0.5% |
$22.7K - $24.8K
|
34.5K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7K+ 365.62% |
$1.68M - $1.83M
|
16.2K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.11% |
$132 - $144
|
923
$126K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
265+ 4.82% |
$34.9K - $38.2K
|
5.76K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
127+ 2.39% |
$16.7K - $18.3K
|
5.44K
$742K
|