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 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.61% |
$527 - $576
|
664
$90.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
28.1KNew |
$3.7M - $4.05M
|
28.1K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-667- 3.76% |
$87.9K - $96K
|
17.1K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.38K- 15.41% |
$445K - $486K
|
18.5K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 10.25% |
$5.4K - $5.9K
|
441
$60.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5K+ 109.84% |
$659K - $720K
|
9.56K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
591+ 3.47% |
$77.9K - $85.1K
|
17.6K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 0.42% |
$6.59K - $7.2K
|
11.9K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27K- 99.92% |
$167K - $182K
|
1
$136
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-15.9K- 33.59% |
$2.1M - $2.29M
|
31.5K
$4.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.39K- 17.72% |
$578K - $632K
|
20.4K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
5K+ 50.0% |
$659K - $720K
|
15K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
304+ 17.36% |
$40.1K - $43.8K
|
2.06K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 17.29% |
$3.47M - $3.79M
|
179K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.03KNew |
$1.19M - $1.3M
|
9.03K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-13- 0.52% |
$1.71K - $1.87K
|
2.48K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
31+ 1.8% |
$4.08K - $4.46K
|
1.76K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.87K+ 17.18% |
$247K - $270K
|
12.8K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.65K+ 45.93% |
$481K - $525K
|
11.6K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-570- 0.87% |
$75.1K - $82.1K
|
64.9K
$8.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 94.94% |
$1.68M - $1.84M
|
26.2K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-119- 5.07% |
$15.7K - $17.1K
|
2.23K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.4K- 72.12% |
$1.5M - $1.64M
|
4.41K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.99K- 24.99% |
$394K - $431K
|
8.98K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.33K- 2.48% |
$439K - $480K
|
131K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 33.23% |
$13.6K - $14.8K
|
413
$56.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-625K- 50.14% |
$82.4M - $90M
|
622K
$84.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-7.49K- 58.27% |
$987K - $1.08M
|
5.37K
$732K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
2.5KNew |
$329K - $360K
|
2.5K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-629- 4.66% |
$82.9K - $90.6K
|
12.9K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.34K- 53.75% |
$703K - $769K
|
4.59K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
244+ 2.19% |
$32.1K - $35.1K
|
11.4K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10- 0.35% |
$1.32K - $1.44K
|
2.87K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.85K+ 31.08% |
$903K - $986K
|
28.9K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 0.4% |
$2.77K - $3.02K
|
5.3K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.38K- 4.24% |
$577K - $631K
|
99K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-80.2K- 34.72% |
$10.6M - $11.6M
|
151K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75New |
$9.88K - $10.8K
|
75
$10.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.5K+ 2.15% |
$197K - $216K
|
71.1K
$9.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.54K+ 9.79% |
$334K - $365K
|
28.5K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
996+ 2.47% |
$131K - $143K
|
41.3K
$5.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.81KNew |
$502K - $549K
|
3.81K
$519K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.48K+ 9.31% |
$194K - $213K
|
17.3K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.41K+ 15.11% |
$450K - $492K
|
26K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 3.16% |
$16.7K - $18.3K
|
3.9K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
343+ 6.22% |
$45.2K - $49.4K
|
5.86K
$798K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
356+ 16.03% |
$46.9K - $51.3K
|
2.58K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-75- 3.66% |
$9.88K - $10.8K
|
1.98K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
14K+ 175.0% |
$1.84M - $2.02M
|
22K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.36% |
$1.05K - $1.15K
|
2.25K
$306K
|