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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.97KNew |
$598K - $626K
|
4.97K
$677K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-16- 5.42% |
$1.93K - $2.02K
|
279
$38K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
152+ 38.1% |
$16.8K - $19.1K
|
551
$75.1K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.16K- 37.12% |
$238K - $272K
|
3.66K
$499K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
199+ 107.57% |
$21.9K - $25.1K
|
384
$52.4K
|
|
|
Aug 23, 2024
Q1 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
146KNew |
$16.1M - $18.4M
|
146K
$19.9M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 40.0% |
$44.1K - $50.4K
|
600
$81.8K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
67+ 13.24% |
$7.39K - $8.44K
|
573
$78.1K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-18K- 15.9% |
$1.98M - $2.27M
|
95.2K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Covalis Capital LLP
London, X0 |
SELL
|
- |
-32.9K- 57.86% |
$3.62M - $4.14M
|
23.9K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Candelo Capital Management LP
New York, NY |
BUY
|
PUT |
50KNew |
$5.51M - $6.3M
|
50K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-3.21K- 72.03% |
$354K - $404K
|
1.25K
$170K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.1KNew |
$342K - $390K
|
3.1K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.68KNew |
$295K - $337K
|
2.68K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.33KNew |
$146K - $167K
|
1.33K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
198New |
$21.8K - $24.9K
|
198
$27K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.2K+ 42.49% |
$2.23M - $2.55M
|
67.8K
$9.25M
|
|
|
May 15, 2024
Q1 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$165K - $189K
|
1.5K
$204K
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
14.1KNew |
$1.56M - $1.78M
|
14.1K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
46.5KNew |
$5.13M - $5.86M
|
46.5K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
200KNew |
$22M - $25.2M
|
200K
$27.3M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
545New |
$60.1K - $68.6K
|
545
$74.3K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-145- 1.1% |
$16K - $18.3K
|
13K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
PUT |
25KNew |
$2.76M - $3.15M
|
25K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.78KNew |
$196K - $224K
|
1.78K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 3.98% |
$6.17K - $7.05K
|
1.35K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
47.3KNew |
$5.21M - $5.96M
|
47.3K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
83.5K+ 77.82% |
$9.21M - $10.5M
|
191K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.1K- 8.34% |
$121K - $139K
|
12.1K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.5KNew |
$937K - $1.07M
|
8.5K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.65KNew |
$181K - $207K
|
1.65K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
118+ 0.47% |
$13K - $14.9K
|
25.3K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
72.9K+ 41.6% |
$8.04M - $9.19M
|
248K
$33.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.7K+ 26.1% |
$2.17M - $2.48M
|
95K
$12.9M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$331 - $378
|
3
$409
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-55K- 16.92% |
$6.06M - $6.93M
|
270K
$36.8M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.17KNew |
$128K - $147K
|
1.17K
$159K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-226- 6.85% |
$24.9K - $28.5K
|
3.08K
$419K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 50.0% |
$11K - $12.6K
|
300
$40.9K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
50KNew |
$5.51M - $6.3M
|
50K
$6.82M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6New |
$661 - $756
|
6
$818
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
264+ 0.79% |
$29.1K - $33.3K
|
33.6K
$4.58M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.65KNew |
$182K - $208K
|
1.65K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
73+ 2.33% |
$8.05K - $9.2K
|
3.2K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.53K+ 460.67% |
$940K - $1.07M
|
10.4K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.68KNew |
$185K - $212K
|
1.68K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.86KNew |
$205K - $234K
|
1.86K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-127K- 84.59% |
$14M - $16M
|
23.2K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.91KNew |
$210K - $240K
|
1.91K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-195- 3.31% |
$21.5K - $24.6K
|
5.69K
$776K
|
|