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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
204+ 8.92% |
$26.9K - $29.4K
|
2.49K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
724+ 13.85% |
$95.4K - $104K
|
5.95K
$811K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.65K+ 2.82% |
$217K - $237K
|
60.1K
$8.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-144- 1.31% |
$19K - $20.7K
|
10.8K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
87+ 0.46% |
$11.5K - $12.5K
|
18.8K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-107- 4.45% |
$14.1K - $15.4K
|
2.3K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
113+ 1.53% |
$14.9K - $16.3K
|
7.49K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-855- 15.7% |
$113K - $123K
|
4.59K
$626K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
359+ 5.85% |
$47.3K - $51.7K
|
6.5K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.9K- 46.42% |
$251K - $274K
|
2.2K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
171+ 0.46% |
$22.5K - $24.6K
|
37K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
4.03K+ 12.25% |
$531K - $581K
|
36.9K
$5.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
230+ 3.9% |
$30.3K - $33.1K
|
6.14K
$836K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.6K- 34.44% |
$211K - $230K
|
3.05K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-210- 0.49% |
$27.7K - $30.2K
|
42.8K
$5.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.13K- 92.49% |
$281K - $307K
|
173
$23.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$132 - $144
|
3.32K
$453K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-95- 0.46% |
$12.5K - $13.7K
|
20.3K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-982- 1.73% |
$129K - $141K
|
55.8K
$7.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 4.01% |
$10.8K - $11.8K
|
2.13K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-103- 0.98% |
$13.6K - $14.8K
|
10.4K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51New |
$6.72K - $7.34K
|
51
$6.95K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
168+ 7.92% |
$22.1K - $24.2K
|
2.29K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-261- 7.12% |
$34.4K - $37.6K
|
3.4K
$464K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.34K+ 34.88% |
$440K - $481K
|
12.9K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-45- 2.1% |
$5.93K - $6.48K
|
2.09K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
668+ 1.17% |
$88K - $96.2K
|
57.9K
$7.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-420- 2.36% |
$55.3K - $60.5K
|
17.4K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.6K+ 101.62% |
$2.06M - $2.25M
|
31K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
407+ 8.18% |
$53.6K - $58.6K
|
5.38K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.63K+ 1.77% |
$215K - $235K
|
93.5K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $144
|
2.18K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.67K+ 41.61% |
$220K - $240K
|
5.68K
$775K
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-1.53K- 2.98% |
$202K - $221K
|
49.9K
$6.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-1.66K- 43.93% |
$218K - $239K
|
2.12K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
13.8KNew |
$1.81M - $1.98M
|
13.8K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.8K+ 10.06% |
$500K - $546K
|
41.5K
$5.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.76K- 31.53% |
$364K - $397K
|
5.99K
$817K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-600- 21.43% |
$79.1K - $86.4K
|
2.2K
$300K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.34K+ 35.42% |
$176K - $193K
|
5.12K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.37K+ 1.81% |
$181K - $197K
|
77K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
11+ 0.23% |
$1.45K - $1.58K
|
4.89K
$667K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$241K - $264K
|
1.83K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
599+ 9.98% |
$78.9K - $86.3K
|
6.6K
$900K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6- 1.72% |
$791 - $864
|
343
$46.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-852- 9.12% |
$112K - $123K
|
8.49K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
292+ 16.6% |
$38.5K - $42K
|
2.05K
$280K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.87K+ 8.95% |
$247K - $270K
|
22.8K
$3.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
27K+ 24.87% |
$3.56M - $3.89M
|
136K
$18.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25+ 2.03% |
$3.29K - $3.6K
|
1.26K
$172K
|