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 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.82KNew |
$324K - $391K
|
3.82K
$539K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.05KNew |
$258K - $312K
|
3.05K
$430K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.02KNew |
$256K - $309K
|
3.02K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.5KNew |
$212K - $256K
|
2.5K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.38KNew |
$202K - $244K
|
2.38K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.25KNew |
$191K - $230K
|
2.25K
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2.12KNew |
$179K - $217K
|
2.12K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
2.1K+ 17.5% |
$178K - $215K
|
14.1K
$1.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.05KNew |
$173K - $209K
|
2.05K
$289K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.96K+ 75.88% |
$166K - $201K
|
4.55K
$642K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.82K+ 57.46% |
$154K - $186K
|
4.98K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$149K - $180K
|
1.76K
$248K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.52K+ 81.07% |
$128K - $155K
|
3.39K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$127K - $153K
|
1.5K
$212K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.18KNew |
$99.6K - $120K
|
1.18K
$166K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.01K+ 16.31% |
$85.8K - $104K
|
7.23K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
985New |
$83.5K - $101K
|
985
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
805+ 100.88% |
$68.2K - $82.4K
|
1.6K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
795New |
$67.4K - $81.4K
|
795
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
783New |
$66.4K - $80.1K
|
783
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
610New |
$51.7K - $62.4K
|
610
$86.1K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
575New |
$48.7K - $58.8K
|
575
$81.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
535New |
$45.3K - $54.7K
|
535
$75.5K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
485New |
$41.1K - $49.6K
|
485
$68.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
358+ 1.17% |
$30.3K - $36.6K
|
31.1K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
352New |
$29.8K - $36K
|
352
$49.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
268New |
$22.7K - $27.4K
|
268
$37.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
250New |
$21.2K - $25.6K
|
250
$35.3K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
243New |
$20.6K - $24.9K
|
243
$34.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$12.7K - $15.3K
|
150
$21.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
104+ 416.0% |
$8.81K - $10.6K
|
129
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$14.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$14.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
94+ 3.21% |
$7.97K - $9.62K
|
3.02K
$426K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
50New |
$4.24K - $5.12K
|
50
$7.05K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
23New |
$1.95K - $2.35K
|
23
$3.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
19+ 2.19% |
$1.61K - $1.94K
|
888
$125K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
18New |
$1.53K - $1.84K
|
18
$2.54K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17New |
$1.44K - $1.74K
|
17
$2.4K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
14New |
$1.19K - $1.43K
|
14
$1.97K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6New |
$508 - $614
|
6
$846
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$84.7 - $102
|
1
$141
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
154K+ 317.12% |
$12.8M - $15.5M
|
202K
$28.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
26.5KNew |
$2.2M - $2.66M
|
26.5K
$3.74M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
26.1K+ 39.13% |
$2.16M - $2.62M
|
92.7K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$1.71M - $2.07M
|
20.6K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
CALL |
10KNew |
$828K - $1.01M
|
10K
$1.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
7.27KNew |
$602K - $731K
|
7.27K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
4.49KNew |
$372K - $451K
|
4.49K
$633K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.19KNew |
$264K - $320K
|
3.19K
$449K
|
|