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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
131New |
$11.2K - $13.4K
|
131
$19.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
130New |
$11.1K - $13.3K
|
130
$19.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
127New |
$10.9K - $13K
|
127
$18.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
94+ 2.27% |
$8.04K - $9.6K
|
4.24K
$627K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
90+ 0.5% |
$7.7K - $9.2K
|
18.2K
$2.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
71New |
$6.07K - $7.25K
|
71
$10.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
46New |
$3.94K - $4.7K
|
46
$6.81K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
39New |
$3.34K - $3.99K
|
39
$5.77K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12+ 0.3% |
$1.03K - $1.23K
|
4.06K
$601K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$941 - $1.12K
|
11
$1.63K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.43% |
$856 - $1.02K
|
2.32K
$344K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$428 - $511
|
5
$740
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
2.37KNew |
$227K - $254K
|
2.37K
$351K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
442New |
$42.3K - $47.3K
|
442
$65.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
337New |
$32.2K - $36.1K
|
337
$49.9K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
296+ 15.02% |
$28.3K - $31.7K
|
2.27K
$335K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
114+ 228.0% |
$10.9K - $12.2K
|
164
$24.3K
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$9.56K - $10.7K
|
100
$14.8K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
600KNew |
$59.2M - $64.3M
|
600K
$88.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
CALL |
47KNew |
$4.63M - $5.03M
|
47K
$6.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
18.9KNew |
$1.86M - $2.02M
|
18.9K
$2.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.1K+ 35.14% |
$898K - $975K
|
35K
$5.18M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.3KNew |
$227K - $246K
|
2.3K
$340K
|
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
2.08KNew |
$206K - $223K
|
2.08K
$308K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.43KNew |
$141K - $153K
|
1.43K
$212K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.39KNew |
$138K - $149K
|
1.39K
$206K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.25KNew |
$123K - $133K
|
1.25K
$184K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
700New |
$69K - $75K
|
700
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
306New |
$30.2K - $32.8K
|
306
$45.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
200New |
$19.7K - $21.4K
|
200
$29.6K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
PUT |
2.63MNew |
$257M - $277M
|
2.63M
$389M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
100K+ 12.5% |
$9.78M - $10.6M
|
900K
$133M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
80.6KNew |
$7.88M - $8.5M
|
80.6K
$11.9M
|
|
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
9.75KNew |
$953K - $1.03M
|
9.75K
$1.44M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.18KNew |
$605K - $652K
|
6.18K
$914K
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
5.08KNew |
$497K - $536K
|
5.08K
$752K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
260+ 55.32% |
$25.4K - $27.4K
|
730
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
250New |
$24.5K - $26.4K
|
250
$37K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
68New |
$6.65K - $7.18K
|
68
$10.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13New |
$1.27K - $1.37K
|
13
$1.92K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
200KNew |
$19.8M - $21.1M
|
200K
$29.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
88.4KNew |
$8.74M - $9.33M
|
88.4K
$13.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
4.07KNew |
$402K - $430K
|
4.07K
$603K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
250New |
$24.7K - $26.4K
|
250
$37K
|
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40New |
$3.95K - $4.22K
|
40
$5.92K
|
|
| Q1 2021 | |||||||
|
Apr 22, 2021
Q1 2021
|
Amarillo National Bank
|
BUY
|
- |
290+ 1.49% |
$24.6K - $28.6K
|
19.8K
$2.93M
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
106New |
$8.99K - $10.5K
|
106
$15.7K
|
|
| Q4 2020 | |||||||
|
Feb 14, 2024
Q4 2020
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.96KNew |
$146K - $175K
|
1.96K
$289K
|
|