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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 12.68% |
$15.4M - $17.3M
|
1.14M
$155M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.92K- 1.03% |
$1.07M - $1.21M
|
856K
$117M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-130- 89.04% |
$15.7K - $17.6K
|
16
$2.18K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
500New |
$60.3K - $67.7K
|
500
$68.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-44- 36.36% |
$5.3K - $5.96K
|
77
$10.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-480- 3.06% |
$57.9K - $65K
|
15.2K
$2.07M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
75+ 0.83% |
$9.04K - $10.2K
|
9.09K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$194K - $218K
|
1.61K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
6.58K+ 21.6% |
$794K - $891K
|
37.1K
$5.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 7.01% |
$23.4K - $26.3K
|
2.96K
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-57- 0.15% |
$6.87K - $7.72K
|
37.2K
$5.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.75KNew |
$210K - $236K
|
1.75K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-115- 21.54% |
$13.9K - $15.6K
|
419
$57.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
63New |
$7.6K - $8.53K
|
63
$8.59K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.22% |
$482 - $542
|
1.79K
$244K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
480New |
$57.9K - $65K
|
480
$65.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-475- 50.0% |
$57.3K - $64.3K
|
475
$64.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
47New |
$5.67K - $6.37K
|
47
$6.41K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
27+ 96.43% |
$3.26K - $3.66K
|
55
$7.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
240K+ 27.56% |
$28.9M - $32.4M
|
1.11M
$151M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-122- 3.97% |
$14.7K - $16.5K
|
2.95K
$402K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 12.0% |
$4.34K - $4.88K
|
336
$45.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.65K- 23.18% |
$319K - $359K
|
8.78K
$1.2M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-407- 1.23% |
$49.1K - $55.1K
|
32.6K
$4.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$122K - $137K
|
1.01K
$138K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
269+ 1.42% |
$32.4K - $36.4K
|
19.3K
$2.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$30.1K - $33.9K
|
250
$34.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
773+ 0.9% |
$93.2K - $105K
|
86.6K
$11.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.5KNew |
$181K - $203K
|
1.5K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.21K- 16.1% |
$266K - $299K
|
11.5K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-194- 58.79% |
$23.4K - $26.3K
|
136
$18.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.54% |
$121 - $135
|
186
$25.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.68K- 29.14% |
$203K - $228K
|
4.09K
$558K
|
|
|
Oct 04, 2024
Q3 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-4- 0.11% |
$482 - $542
|
3.8K
$517K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
83New |
$10K - $11.2K
|
83
$11.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
41+ 4.9% |
$4.94K - $5.55K
|
878
$120K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
344+ 254.81% |
$41.5K - $46.6K
|
479
$65.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 30.83% |
$4.94K - $5.55K
|
174
$23.7K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-159- 7.48% |
$19.2K - $21.5K
|
1.97K
$268K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
7+ 0.31% |
$844 - $948
|
2.29K
$312K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-42- 1.83% |
$5.06K - $5.29K
|
2.25K
$307K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-17- 0.38% |
$2.05K - $2.14K
|
4.45K
$606K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-2.91K- 40.27% |
$351K - $366K
|
4.32K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.81KNew |
$218K - $228K
|
1.81K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.25KNew |
$873K - $913K
|
7.25K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
30.4KNew |
$3.66M - $3.83M
|
30.4K
$4.14M
|
|