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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.7KNew |
$742K - $878K
|
7.7K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7.31KNew |
$705K - $834K
|
7.31K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.63KNew |
$639K - $757K
|
6.63K
$935K
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
4.5K+ 5113.64% |
$434K - $514K
|
4.59K
$647K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.26K+ 55.8% |
$410K - $486K
|
11.9K
$1.68M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4KNew |
$386K - $457K
|
4K
$564K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.78KNew |
$365K - $432K
|
3.78K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$358K - $424K
|
3.71K
$524K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.64KNew |
$351K - $415K
|
3.64K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.6KNew |
$347K - $411K
|
3.6K
$508K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.85KNew |
$275K - $325K
|
2.85K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.56KNew |
$247K - $292K
|
2.56K
$361K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.47KNew |
$238K - $282K
|
2.47K
$348K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$236K - $280K
|
2.45K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.32KNew |
$223K - $264K
|
2.32K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.2KNew |
$212K - $251K
|
2.2K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.19KNew |
$211K - $250K
|
2.19K
$309K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.15KNew |
$207K - $245K
|
2.15K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$205K - $243K
|
2.13K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.09KNew |
$202K - $239K
|
2.09K
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$188K - $223K
|
1.95K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.94KNew |
$187K - $221K
|
1.94K
$274K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.93KNew |
$186K - $220K
|
1.93K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.88KNew |
$182K - $215K
|
1.88K
$265K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.86K+ 46.11% |
$179K - $212K
|
5.88K
$830K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.83KNew |
$177K - $209K
|
1.83K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.78KNew |
$172K - $203K
|
1.78K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.51KNew |
$146K - $172K
|
1.51K
$213K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
1.41K+ 62.18% |
$136K - $161K
|
3.68K
$518K
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
1.4KNew |
$135K - $160K
|
1.4K
$197K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$101K - $120K
|
1.05K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.04KNew |
$101K - $119K
|
1.04K
$147K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$96.4K - $114K
|
1K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
778+ 682.46% |
$75K - $88.8K
|
892
$126K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
735+ 112.21% |
$70.9K - $83.9K
|
1.39K
$196K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
615New |
$59.3K - $70.2K
|
615
$86.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
613+ 19.44% |
$59.1K - $70K
|
3.77K
$531K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
600New |
$57.9K - $68.5K
|
600
$84.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
569+ 7.68% |
$54.9K - $64.9K
|
7.97K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
493+ 13.21% |
$47.5K - $56.3K
|
4.23K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
430New |
$41.5K - $49.1K
|
430
$60.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
305New |
$29.4K - $34.8K
|
305
$43K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
264New |
$25.5K - $30.1K
|
264
$37.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
237+ 5.21% |
$22.9K - $27K
|
4.79K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$19.3K - $22.8K
|
200
$28.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
190New |
$18.3K - $21.7K
|
190
$26.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
188+ 18800.0% |
$18.1K - $21.5K
|
189
$26.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
181New |
$17.5K - $20.7K
|
181
$25.5K
|