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 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.85KNew |
$275K - $325K
|
2.85K
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
1.41K+ 62.18% |
$136K - $161K
|
3.68K
$501K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.33KClosed |
$225K - $266K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-825- 15.63% |
$79.6K - $94.2K
|
4.45K
$607K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.47KNew |
$238K - $282K
|
2.47K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
600New |
$57.9K - $68.5K
|
600
$81.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.78KNew |
$365K - $432K
|
3.78K
$516K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
264New |
$25.5K - $30.1K
|
264
$36K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
27+ 2.12% |
$2.6K - $3.08K
|
1.3K
$177K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
237+ 5.21% |
$22.9K - $27K
|
4.79K
$653K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
735+ 112.21% |
$70.9K - $83.9K
|
1.39K
$189K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$251K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-225- 6.89% |
$21.7K - $25.7K
|
3.04K
$414K
|
|
| Q3 2023 | |||||||
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-737- 17.84% |
$74.2K - $81.6K
|
3.4K
$463K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-624- 61.6% |
$62.9K - $69.1K
|
389
$53K
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
8KNew |
$806K - $886K
|
8K
$1.09M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.72KNew |
$173K - $190K
|
1.72K
$234K
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1.79K+ 6.0% |
$180K - $198K
|
31.6K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
100KNew |
$10.1M - $11.1M
|
100K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-29K- 26.48% |
$2.92M - $3.21M
|
80.5K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
267+ 0.13% |
$26.9K - $29.6K
|
202K
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-90- 1.36% |
$9.07K - $9.97K
|
6.52K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
120+ 6.32% |
$12.1K - $13.3K
|
2.02K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 10.05% |
$15.1K - $16.6K
|
1.34K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
PUT |
-21.1K- 7.71% |
$2.13M - $2.34M
|
253K
$34.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.08KNew |
$512K - $563K
|
5.08K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
175New |
$17.6K - $19.4K
|
175
$23.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
PUT |
677KNew |
$68.2M - $75M
|
677K
$92.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
6.12KNew |
$616K - $678K
|
6.12K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-322- 68.8% |
$32.4K - $35.7K
|
146
$19.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
362+ 13.62% |
$36.5K - $40.1K
|
3.02K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
9.3KNew |
$937K - $1.03M
|
9.3K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.17K- 30.6% |
$118K - $130K
|
2.66K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.08K- 83.35% |
$108K - $119K
|
215
$29.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-62- 0.91% |
$6.25K - $6.87K
|
6.79K
$925K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
35.9KNew |
$3.62M - $3.97M
|
35.9K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
PUT |
115KNew |
$11.6M - $12.7M
|
115K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$101 - $111
|
1
$136
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
674New |
$67.9K - $74.6K
|
674
$91.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
342+ 1.08% |
$34.5K - $37.9K
|
31.9K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.79KNew |
$281K - $308K
|
2.79K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-4.87K- 20.5% |
$490K - $539K
|
18.9K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
4KNew |
$403K - $443K
|
4K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-240KClosed |
$24.2M - $26.6M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
406+ 4.15% |
$40.9K - $45K
|
10.2K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
154K+ 23.14% |
$15.5M - $17M
|
817K
$111M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
361KNew |
$36.4M - $40M
|
361K
$49.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
PUT |
466KNew |
$46.9M - $51.6M
|
466K
$63.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
PUT |
34KNew |
$3.43M - $3.77M
|
34K
$4.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-108- 0.96% |
$10.9K - $12K
|
11.2K
$1.52M
|
|