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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
300+ 8.26% |
$36.2K - $40.6K
|
3.93K
$555K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
299+ 10.71% |
$36K - $40.5K
|
3.09K
$436K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
297+ 14.04% |
$35.8K - $40.2K
|
2.41K
$340K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
296+ 5.43% |
$35.7K - $40.1K
|
5.75K
$811K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
292+ 3.63% |
$35.2K - $39.5K
|
8.34K
$1.18M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
292+ 61.73% |
$35.2K - $39.5K
|
765
$108K
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
269+ 1.42% |
$32.4K - $36.4K
|
19.3K
$2.72M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
256+ 8.44% |
$30.9K - $34.7K
|
3.29K
$464K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
250+ 11.04% |
$30.1K - $33.9K
|
2.52K
$355K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$30.1K - $33.9K
|
250
$35.3K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
244+ 9.05% |
$29.4K - $33K
|
2.94K
$415K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
242+ 12.23% |
$29.2K - $32.8K
|
2.22K
$313K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
241+ 4.1% |
$29.1K - $32.6K
|
6.12K
$863K
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
232+ 0.43% |
$28K - $31.4K
|
53.8K
$7.59M
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
229+ 0.95% |
$27.6K - $31K
|
24.3K
$3.42M
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
223+ 2.42% |
$26.9K - $30.2K
|
9.42K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
221+ 3.86% |
$26.6K - $29.9K
|
5.94K
$838K
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
217+ 7.62% |
$26.2K - $29.4K
|
3.07K
$433K
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
213+ 2.21% |
$25.7K - $28.8K
|
9.87K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
210New |
$25.3K - $28.4K
|
210
$29.6K
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
208+ 2.1% |
$25.1K - $28.2K
|
10.1K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
200+ 7.49% |
$24.1K - $27.1K
|
2.87K
$405K
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 4.06% |
$24.1K - $27.1K
|
5.13K
$723K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 7.01% |
$23.4K - $26.3K
|
2.96K
$418K
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
193+ 11.49% |
$23.3K - $26.1K
|
1.87K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
183+ 8.15% |
$22.1K - $24.8K
|
2.43K
$343K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
179New |
$21.6K - $24.2K
|
179
$25.3K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
172+ 48.31% |
$20.7K - $23.3K
|
528
$74.5K
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
169+ 3.23% |
$20.4K - $22.9K
|
5.4K
$761K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
168+ 9.05% |
$20.3K - $22.8K
|
2.03K
$286K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
166+ 4.27% |
$20K - $22.5K
|
4.05K
$571K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
153+ 41.8% |
$18.4K - $20.7K
|
519
$73.2K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
150New |
$18.1K - $20.3K
|
150
$21.2K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
144+ 14.56% |
$17.4K - $19.5K
|
1.13K
$160K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
139+ 4.16% |
$16.8K - $18.8K
|
3.48K
$491K
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
138+ 6.3% |
$16.6K - $18.7K
|
2.33K
$329K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
137+ 7.89% |
$16.5K - $18.6K
|
1.87K
$264K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
137+ 380.56% |
$16.5K - $18.6K
|
173
$24.4K
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
135+ 7.92% |
$16.3K - $18.3K
|
1.84K
$260K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134New |
$16.2K - $18.1K
|
134
$18.9K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
132+ 4.67% |
$15.9K - $17.9K
|
2.96K
$418K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
131+ 5.08% |
$15.8K - $17.7K
|
2.71K
$382K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 7.6% |
$15.7K - $17.6K
|
1.84K
$260K
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
125+ 7.29% |
$15.1K - $16.9K
|
1.84K
$260K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
125+ 6.36% |
$15.1K - $16.9K
|
2.09K
$295K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123+ 37.5% |
$14.8K - $16.7K
|
451
$63.6K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
121+ 2.25% |
$14.6K - $16.4K
|
5.5K
$775K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
116+ 4.36% |
$14K - $15.7K
|
2.78K
$391K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 7.36% |
$13.9K - $15.6K
|
1.68K
$237K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
113New |
$13.6K - $15.3K
|
113
$15.9K
|