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 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
215+ 4.09% |
$28.3K - $31K
|
5.47K
$745K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.08KNew |
$274K - $299K
|
2.08K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.16K- 22.09% |
$152K - $166K
|
4.07K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-393- 66.27% |
$51.8K - $56.6K
|
200
$27.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
227+ 4.05% |
$29.9K - $32.7K
|
5.83K
$795K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-220- 11.29% |
$29K - $31.7K
|
1.73K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
157+ 49.37% |
$20.7K - $22.6K
|
475
$64.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
961+ 44.78% |
$127K - $138K
|
3.11K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
243+ 11.74% |
$32K - $35K
|
2.31K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
850+ 13.12% |
$112K - $122K
|
7.33K
$999K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-231- 12.61% |
$30.4K - $33.3K
|
1.6K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-69.4K- 87.98% |
$9.14M - $9.99M
|
9.48K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11+ 35.48% |
$1.45K - $1.58K
|
42
$5.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.64K+ 4.86% |
$216K - $236K
|
35.4K
$4.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
271+ 9.88% |
$35.7K - $39K
|
3.01K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
718+ 40.8% |
$94.6K - $103K
|
2.48K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-755- 24.85% |
$99.5K - $109K
|
2.28K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-172- 2.16% |
$22.7K - $24.8K
|
7.8K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12KNew |
$1.59M - $1.73M
|
12K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-337- 0.56% |
$44.4K - $48.5K
|
60.3K
$8.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
130New |
$17.1K - $18.7K
|
130
$17.7K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-350- 9.91% |
$46.1K - $50.4K
|
3.18K
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16- 0.37% |
$2.11K - $2.3K
|
4.32K
$589K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.78K+ 3.36% |
$366K - $400K
|
85.5K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-829- 2.89% |
$109K - $119K
|
27.9K
$3.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-723- 0.63% |
$95.3K - $104K
|
114K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.6KNew |
$1.79M - $1.95M
|
13.6K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.05KNew |
$798K - $872K
|
6.05K
$825K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
534+ 3.51% |
$70.4K - $76.9K
|
15.7K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-75- 2.09% |
$9.88K - $10.8K
|
3.51K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
94+ 0.8% |
$12.4K - $13.5K
|
11.8K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.47K+ 4.85% |
$193K - $211K
|
31.7K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-915- 19.56% |
$121K - $132K
|
3.76K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-5.38K- 39.32% |
$709K - $775K
|
8.3K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
407+ 1.16% |
$53.6K - $58.6K
|
35.4K
$4.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
508K+ 45.35% |
$66.9M - $73.2M
|
1.63M
$222M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
300+ 200.0% |
$39.5K - $43.2K
|
450
$61.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-40.5K- 18.14% |
$5.33M - $5.83M
|
183K
$24.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
736+ 1.77% |
$97K - $106K
|
42.2K
$5.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.52K- 31.42% |
$201K - $219K
|
3.33K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.71K- 6.24% |
$225K - $246K
|
25.7K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-42- 0.32% |
$5.53K - $6.05K
|
13.1K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.52% |
$1.58K - $1.73K
|
2.32K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-71- 2.67% |
$9.35K - $10.2K
|
2.59K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
77+ 2.9% |
$10.1K - $11.1K
|
2.74K
$373K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-20- 0.81% |
$2.64K - $2.88K
|
2.45K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.54KNew |
$202K - $221K
|
1.54K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
55+ 2.52% |
$7.25K - $7.92K
|
2.24K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.8% |
$2.11K - $2.3K
|
2.03K
$276K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
221+ 6.08% |
$29.1K - $31.8K
|
3.86K
$526K
|