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 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
568+ 24.33% |
$74.8K - $81.8K
|
2.9K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
4.89KNew |
$644K - $703K
|
4.89K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.14% |
$132 - $144
|
715
$97.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-430- 4.23% |
$56.7K - $61.9K
|
9.73K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-255- 11.17% |
$33.6K - $36.7K
|
2.03K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
766+ 1.1% |
$101K - $110K
|
70.7K
$9.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-825- 2.67% |
$109K - $119K
|
30.1K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
751+ 49.77% |
$99K - $108K
|
2.26K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-22.1K- 76.54% |
$2.91M - $3.18M
|
6.78K
$924K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.38KNew |
$445K - $487K
|
3.38K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 3.13% |
$6.59K - $7.2K
|
1.65K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.23K+ 0.94% |
$425K - $465K
|
347K
$47.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-205- 26.52% |
$27K - $29.5K
|
568
$77.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-355- 61.74% |
$46.8K - $51.1K
|
220
$30K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
786+ 6.41% |
$104K - $113K
|
13.1K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.51K+ 4.33% |
$1.25M - $1.37M
|
229K
$31.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$3K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-211K- 90.34% |
$27.8M - $30.3M
|
22.5K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5+ 0.22% |
$659 - $720
|
2.31K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
32+ 0.4% |
$4.22K - $4.61K
|
8.01K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
267+ 2.18% |
$35.2K - $38.4K
|
12.5K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
23+ 25.27% |
$3.03K - $3.31K
|
114
$15.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-44- 1.88% |
$5.8K - $6.34K
|
2.29K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
14+ 0.22% |
$1.84K - $2.02K
|
6.37K
$868K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.5K+ 43.19% |
$1.91M - $2.09M
|
48.1K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
859+ 1.64% |
$113K - $124K
|
53.4K
$7.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
28.5KNew |
$3.76M - $4.11M
|
28.5K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
4.01K+ 2.41% |
$528K - $578K
|
170K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
170KNew |
$22.4M - $24.5M
|
170K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 7.97% |
$1.38M - $1.51M
|
142K
$19.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-422- 2.94% |
$55.6K - $60.8K
|
13.9K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-365- 15.27% |
$48.1K - $52.6K
|
2.03K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.56KNew |
$337K - $368K
|
2.56K
$349K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
58+ 0.35% |
$7.64K - $8.35K
|
16.7K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6.24KNew |
$822K - $898K
|
6.24K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
799+ 5.39% |
$105K - $115K
|
15.6K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
113+ 0.27% |
$14.9K - $16.3K
|
41.2K
$5.62M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.5K+ 166.63% |
$197K - $216K
|
2.4K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
93+ 1.15% |
$12.3K - $13.4K
|
8.18K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-18- 0.16% |
$2.37K - $2.59K
|
11.4K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-445- 1.49% |
$58.6K - $64.1K
|
29.4K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-135- 4.46% |
$17.8K - $19.4K
|
2.89K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
50+ 0.49% |
$6.59K - $7.2K
|
10.3K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.58KNew |
$208K - $227K
|
1.58K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.3K+ 704.28% |
$6.76M - $7.38M
|
58.6K
$7.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.1KNew |
$1.85M - $2.02M
|
14.1K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.59KNew |
$209K - $229K
|
1.59K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-253- 12.56% |
$33.3K - $36.4K
|
1.76K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-905- 3.44% |
$119K - $130K
|
25.4K
$3.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
75+ 300.0% |
$9.88K - $10.8K
|
100
$13.6K
|