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 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.75KNew |
$1.15M - $1.26M
|
8.75K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
301+ 2.9% |
$39.7K - $43.3K
|
10.7K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
19.9K+ 0.8% |
$2.62M - $2.86M
|
2.51M
$342M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.67K+ 2.23% |
$483K - $528K
|
168K
$22.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-305- 6.37% |
$40.2K - $43.9K
|
4.48K
$611K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-567- 15.93% |
$74.7K - $81.6K
|
2.99K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-25- 1.45% |
$3.29K - $3.6K
|
1.7K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.35K+ 4.64% |
$177K - $194K
|
30.3K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.42K+ 24.0% |
$187K - $204K
|
7.34K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-268- 2.56% |
$35.3K - $38.6K
|
10.2K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.6% |
$132 - $144
|
168
$22.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.85KNew |
$375K - $410K
|
2.85K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.44K+ 4.26% |
$189K - $207K
|
35.2K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-222- 9.54% |
$29.3K - $32K
|
2.11K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-281- 10.72% |
$37K - $40.5K
|
2.34K
$319K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
230+ 5.53% |
$30.3K - $33.1K
|
4.39K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-29- 0.05% |
$3.82K - $4.18K
|
55.4K
$7.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
101+ 4.06% |
$13.3K - $14.5K
|
2.59K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-901- 22.65% |
$119K - $130K
|
3.08K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
3.3K+ 11.09% |
$434K - $474K
|
33K
$4.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-76- 0.3% |
$10K - $10.9K
|
24.9K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22.5K+ 579.71% |
$2.96M - $3.24M
|
26.4K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-315- 0.2% |
$41.5K - $45.4K
|
156K
$21.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-327- 15.62% |
$43.1K - $47.1K
|
1.77K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.93K+ 57.76% |
$782K - $854K
|
16.2K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-10.5K- 47.95% |
$1.38M - $1.51M
|
11.4K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.54K- 2.65% |
$334K - $365K
|
93.3K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
244+ 5.5% |
$32.1K - $35.1K
|
4.68K
$638K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
18+ 0.47% |
$2.37K - $2.59K
|
3.83K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
514+ 2.93% |
$67.7K - $74K
|
18.1K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.74K- 72.79% |
$1.02M - $1.11M
|
2.89K
$395K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-114- 0.49% |
$15K - $16.4K
|
23K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.9K- 69.22% |
$909K - $994K
|
3.07K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-7- 0.47% |
$922 - $1.01K
|
1.5K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.12K+ 59.71% |
$675K - $738K
|
13.7K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
288+ 3.54% |
$37.9K - $41.5K
|
8.41K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.61K- 3.05% |
$212K - $232K
|
51.1K
$6.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.78K- 33.81% |
$366K - $400K
|
5.45K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-346- 1.05% |
$45.6K - $49.8K
|
32.5K
$4.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
143+ 1.18% |
$18.8K - $20.6K
|
12.3K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.43K+ 71.8% |
$188K - $205K
|
3.41K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-448- 0.82% |
$59K - $64.5K
|
53.9K
$7.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
552+ 5.39% |
$72.7K - $79.5K
|
10.8K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3KNew |
$395K - $432K
|
3K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
135+ 2.52% |
$17.8K - $19.4K
|
5.48K
$748K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-340- 35.86% |
$44.8K - $49K
|
608
$82.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
806+ 2.03% |
$106K - $116K
|
40.5K
$5.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-48.8K- 78.31% |
$6.43M - $7.02M
|
13.5K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$132 - $144
|
2.14K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
183+ 9.85% |
$24.1K - $26.4K
|
2.04K
$278K
|