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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-116- 19.05% |
$14K - $15.7K
|
493
$74.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-50- 45.45% |
$6.03K - $6.77K
|
60
$9.12K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
939+ 53.35% |
$113K - $127K
|
2.7K
$410K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
627+ 24.82% |
$75.6K - $84.9K
|
3.15K
$479K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
113New |
$13.6K - $15.3K
|
113
$17.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.21KNew |
$266K - $299K
|
2.21K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.02K- 14.91% |
$244K - $274K
|
11.5K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
51New |
$6.15K - $6.91K
|
51
$7.75K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-351- 24.43% |
$42.3K - $47.5K
|
1.09K
$165K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.66KNew |
$200K - $224K
|
1.66K
$252K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1- 0.06% |
$121 - $135
|
1.81K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.38KNew |
$287K - $323K
|
2.38K
$362K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 7.6% |
$15.7K - $17.6K
|
1.84K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
138+ 6.3% |
$16.6K - $18.7K
|
2.33K
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.12% |
$241 - $271
|
1.7K
$259K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-175- 6.61% |
$21.1K - $23.7K
|
2.47K
$376K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.45KNew |
$295K - $332K
|
2.45K
$372K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134New |
$16.2K - $18.1K
|
134
$20.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
179New |
$21.6K - $24.2K
|
179
$27.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.75KNew |
$211K - $237K
|
1.75K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
128K+ 12.68% |
$15.4M - $17.3M
|
1.14M
$173M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.92K- 1.03% |
$1.07M - $1.21M
|
856K
$130M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-130- 89.04% |
$15.7K - $17.6K
|
16
$2.43K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
500New |
$60.3K - $67.7K
|
500
$76K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
75+ 0.83% |
$9.04K - $10.2K
|
9.09K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$194K - $218K
|
1.61K
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 7.01% |
$23.4K - $26.3K
|
2.96K
$450K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-115- 21.54% |
$13.9K - $15.6K
|
419
$63.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
63New |
$7.6K - $8.53K
|
63
$9.58K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.22% |
$482 - $542
|
1.79K
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
480New |
$57.9K - $65K
|
480
$73K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
27+ 96.43% |
$3.26K - $3.66K
|
55
$8.36K
|
|
|
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
$448K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$122K - $137K
|
1.01K
$154K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$30.1K - $33.9K
|
250
$38K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
773+ 0.9% |
$93.2K - $105K
|
86.6K
$13.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-194- 58.79% |
$23.4K - $26.3K
|
136
$20.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
83New |
$10K - $11.2K
|
83
$12.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
7+ 0.31% |
$844 - $948
|
2.29K
$348K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.64K+ 17.18% |
$438K - $458K
|
24.8K
$3.77M
|
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
22.3KNew |
$2.68M - $2.81M
|
22.3K
$3.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-2.91K- 40.27% |
$351K - $366K
|
4.32K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.25KNew |
$873K - $913K
|
7.25K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
30.4KNew |
$3.66M - $3.83M
|
30.4K
$4.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
25.4KNew |
$3.06M - $3.2M
|
25.4K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-64.7K- 88.78% |
$7.8M - $8.15M
|
8.19K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Ionic Capital Management LLC
New York, NY |
SELL
|
PUT |
-50K- 50.0% |
$6.02M - $6.3M
|
50K
$7.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
100KNew |
$12M - $12.6M
|
100K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
11.9KNew |
$1.44M - $1.5M
|
11.9K
$1.81M
|
|