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 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.58K- 71.35% |
$340K - $371K
|
1.04K
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-385- 0.17% |
$50.7K - $55.4K
|
231K
$31.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.63K+ 14.09% |
$1.14M - $1.24M
|
69.9K
$9.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.48K+ 7.24% |
$458K - $501K
|
51.6K
$7.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24K+ 354.73% |
$3.16M - $3.45M
|
30.7K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
209+ 0.2% |
$27.5K - $30.1K
|
107K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
20.8KNew |
$2.75M - $3M
|
20.8K
$2.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
950+ 211.11% |
$125K - $137K
|
1.4K
$191K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 19.76% |
$1.57M - $1.71M
|
72.1K
$9.83M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35+ 9.36% |
$4.61K - $5.04K
|
409
$55.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
986+ 2.7% |
$130K - $142K
|
37.5K
$5.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-73- 22.12% |
$9.62K - $10.5K
|
257
$35K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-66- 0.51% |
$8.7K - $9.5K
|
12.9K
$1.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
360+ 360.0% |
$47.4K - $51.8K
|
460
$62.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-5.98K- 4.55% |
$788K - $861K
|
125K
$17.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-75- 1.15% |
$9.88K - $10.8K
|
6.45K
$879K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
123+ 4.25% |
$16.2K - $17.7K
|
3.02K
$411K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.16KNew |
$285K - $311K
|
2.16K
$295K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.17K+ 17.72% |
$155K - $169K
|
7.79K
$1.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.89KNew |
$248K - $271K
|
1.89K
$257K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.52K+ 4.18% |
$200K - $219K
|
37.9K
$5.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
657+ 1.34% |
$86.6K - $94.6K
|
49.8K
$6.79M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-54- 1.34% |
$7.12K - $7.78K
|
3.97K
$541K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7- 0.75% |
$922 - $1.01K
|
923
$126K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
818+ 28.51% |
$108K - $118K
|
3.69K
$503K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-351- 0.96% |
$46.2K - $50.5K
|
36.4K
$4.96M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.55K+ 228.05% |
$205K - $224K
|
2.23K
$305K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
39.3K+ 2096.85% |
$5.17M - $5.65M
|
41.1K
$5.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.19KNew |
$288K - $315K
|
2.19K
$298K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-261- 1.92% |
$34.4K - $37.6K
|
13.3K
$1.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
500+ 8.62% |
$65.9K - $72K
|
6.3K
$859K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
76New |
$10K - $10.9K
|
76
$10.4K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
25+ 1.67% |
$3.29K - $3.6K
|
1.52K
$207K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
335+ 1.72% |
$44.1K - $48.2K
|
19.8K
$2.7M
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
15.4KNew |
$1.86M - $2.09M
|
15.4K
$2.11M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-150- 4.75% |
$18.1K - $20.3K
|
3.01K
$410K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-7.23K- 61.09% |
$872K - $980K
|
4.61K
$628K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1K- 21.88% |
$121K - $135K
|
3.57K
$487K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-49- 3.79% |
$5.91K - $6.64K
|
1.25K
$170K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.99KNew |
$481K - $541K
|
3.99K
$544K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.49KNew |
$300K - $337K
|
2.49K
$339K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.45K+ 41.82% |
$295K - $332K
|
8.31K
$1.13M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
73.1KNew |
$8.81M - $9.9M
|
73.1K
$9.97M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 50.93% |
$211K - $237K
|
1.69K
$230K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
938+ 6.76% |
$113K - $127K
|
14.8K
$2.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$3.26K - $3.66K
|
27
$3.68K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
125+ 7.29% |
$15.1K - $16.9K
|
1.84K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.2K- 30.0% |
$506K - $569K
|
9.8K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
CALL |
-248K- 99.28% |
$29.9M - $33.6M
|
1.8K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.87KNew |
$587K - $660K
|
4.87K
$664K
|
|