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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.36K- 66.58% |
$228K - $269K
|
1.18K
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.2KNew |
$212K - $251K
|
2.2K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 1.68% |
$482 - $571
|
302
$41.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.56KNew |
$247K - $292K
|
2.56K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.8KNew |
$1.24M - $1.46M
|
12.8K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-300- 0.76% |
$28.9K - $34.2K
|
38.9K
$5.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
12.8KNew |
$1.24M - $1.47M
|
12.8K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$188K - $223K
|
1.95K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$4.82K - $5.71K
|
50
$6.82K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.32KNew |
$223K - $264K
|
2.32K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.63KNew |
$639K - $757K
|
6.63K
$904K
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.19K- 12.95% |
$115K - $136K
|
8.01K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-692- 25.71% |
$66.7K - $79K
|
2K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.25K- 2.69% |
$121K - $143K
|
45.2K
$6.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4+ 0.15% |
$386 - $457
|
2.6K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
95New |
$9.16K - $10.8K
|
95
$13K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
25New |
$2.41K - $2.85K
|
25
$3.41K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$236K - $280K
|
2.45K
$334K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-364- 9.44% |
$35.1K - $41.5K
|
3.49K
$476K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 27.43% |
$16.9K - $20K
|
463
$63.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-75- 1.32% |
$7.23K - $8.56K
|
5.61K
$765K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
41New |
$3.95K - $4.68K
|
41
$5.59K
|
|
|
Feb 02, 2024
Q4 2023
|
Amh Equity LTD
|
BUY
|
PUT |
50KNew |
$4.82M - $5.71M
|
50K
$6.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.78KNew |
$172K - $203K
|
1.78K
$243K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-103- 42.56% |
$9.93K - $11.8K
|
139
$18.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-273- 0.68% |
$26.3K - $31.2K
|
39.7K
$5.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
14+ 0.56% |
$1.35K - $1.6K
|
2.52K
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.46K- 24.22% |
$237K - $280K
|
7.68K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 133.33% |
$2.7K - $3.2K
|
49
$6.68K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
493+ 13.21% |
$47.5K - $56.3K
|
4.23K
$576K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81New |
$7.81K - $9.24K
|
81
$11K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
5New |
$482 - $571
|
5
$682
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.88KNew |
$182K - $215K
|
1.88K
$257K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
63New |
$6.08K - $7.19K
|
63
$8.59K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7.31KNew |
$705K - $834K
|
7.31K
$996K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.93KNew |
$186K - $220K
|
1.93K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.26K+ 55.8% |
$410K - $486K
|
11.9K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
95+ 0.25% |
$9.16K - $10.8K
|
37.4K
$5.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.64KNew |
$351K - $415K
|
3.64K
$496K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.83KNew |
$177K - $209K
|
1.83K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
7.88KNew |
$759K - $899K
|
7.88K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
1.4KNew |
$135K - $160K
|
1.4K
$191K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
292KNew |
$28.2M - $33.3M
|
292K
$39.8M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$2.7K - $3.2K
|
28
$3.82K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 7.03% |
$14.5K - $17.1K
|
1.99K
$271K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-432- 12.71% |
$41.7K - $49.3K
|
2.97K
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
305New |
$29.4K - $34.8K
|
305
$41.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 16.67% |
$4.82K - $5.71K
|
250
$34.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$101K - $120K
|
1.05K
$143K
|