Latest Institutional Purchases of Industrial Sector Spdr (XLI)
This list provides information on the latest institutional transactions involving Industrial Sector Spdr (XLI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.24M+ 61.55% |
$163M - $178M
|
3.25M
$449M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
508K+ 45.35% |
$66.9M - $73.2M
|
1.63M
$225M
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
170KNew |
$22.4M - $24.5M
|
170K
$23.6M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
68K+ 401.84% |
$8.96M - $9.79M
|
85K
$11.8M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
51.3K+ 704.28% |
$6.76M - $7.38M
|
58.6K
$8.1M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
40.7K+ 412.33% |
$5.36M - $5.86M
|
50.6K
$7M
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
39.3K+ 2096.85% |
$5.17M - $5.65M
|
41.1K
$5.69M
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
28.5KNew |
$3.76M - $4.11M
|
28.5K
$3.95M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
28.1KNew |
$3.7M - $4.05M
|
28.1K
$3.89M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
27K+ 24.87% |
$3.56M - $3.89M
|
136K
$18.8M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4K+ 17.29% |
$3.47M - $3.79M
|
179K
$24.7M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
25.5K+ 184.49% |
$3.36M - $3.67M
|
39.3K
$5.44M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24K+ 354.73% |
$3.16M - $3.45M
|
30.7K
$4.25M
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
22.5K+ 579.71% |
$2.96M - $3.24M
|
26.4K
$3.65M
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
20.8KNew |
$2.75M - $3M
|
20.8K
$2.88M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
19.9K+ 0.8% |
$2.62M - $2.86M
|
2.51M
$347M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
19.2K+ 96.52% |
$2.54M - $2.77M
|
39.2K
$5.42M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
16.1K+ 496.61% |
$2.12M - $2.32M
|
19.3K
$2.68M
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
16.1KNew |
$2.12M - $2.31M
|
16.1K
$2.22M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.6K+ 101.62% |
$2.06M - $2.25M
|
31K
$4.29M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.5K+ 43.19% |
$1.91M - $2.09M
|
48.1K
$6.65M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.1KNew |
$1.85M - $2.02M
|
14.1K
$1.95M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14KNew |
$1.85M - $2.02M
|
14K
$1.94M
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
14K+ 175.0% |
$1.84M - $2.02M
|
22K
$3.04M
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
13.8KNew |
$1.81M - $1.98M
|
13.8K
$1.9M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
13.6KNew |
$1.79M - $1.95M
|
13.6K
$1.88M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 94.94% |
$1.68M - $1.84M
|
26.2K
$3.63M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.7K+ 365.62% |
$1.68M - $1.83M
|
16.2K
$2.24M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12KNew |
$1.59M - $1.73M
|
12K
$1.67M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 19.76% |
$1.57M - $1.71M
|
72.1K
$9.97M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3K+ 27.28% |
$1.49M - $1.63M
|
52.9K
$7.31M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 7.97% |
$1.38M - $1.51M
|
142K
$19.6M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.51K+ 4.33% |
$1.25M - $1.37M
|
229K
$31.7M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.03KNew |
$1.19M - $1.3M
|
9.03K
$1.25M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.75KNew |
$1.15M - $1.26M
|
8.75K
$1.21M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.63K+ 14.09% |
$1.14M - $1.24M
|
69.9K
$9.66M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.15K+ 51.72% |
$1.07M - $1.17M
|
23.9K
$3.31M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.03K+ 4.97% |
$1.06M - $1.16M
|
170K
$23.5M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
7.67KNew |
$1.01M - $1.1M
|
7.67K
$1.06M
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.85K+ 31.08% |
$903K - $986K
|
28.9K
$4M
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6.24KNew |
$822K - $898K
|
6.24K
$863K
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
6.06K+ 1.95% |
$798K - $872K
|
316K
$43.7M
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.05KNew |
$798K - $872K
|
6.05K
$838K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.93K+ 57.76% |
$782K - $854K
|
16.2K
$2.24M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5.16K+ 76.82% |
$679K - $742K
|
11.9K
$1.64M
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.12K+ 59.71% |
$675K - $738K
|
13.7K
$1.9M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.09KNew |
$670K - $732K
|
5.09K
$704K
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.06K+ 20.89% |
$667K - $729K
|
29.3K
$4.05M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.06KNew |
$667K - $729K
|
5.06K
$700K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5K+ 109.84% |
$659K - $720K
|
9.56K
$1.32M
|