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 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.85KNew |
$331K - $420K
|
2.85K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.82KNew |
$328K - $415K
|
2.82K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.81K+ 62.57% |
$327K - $415K
|
7.31K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.7K+ 1.54% |
$314K - $398K
|
178K
$27.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.69K+ 269.0% |
$313K - $397K
|
3.69K
$559K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
2.68KNew |
$311K - $395K
|
2.68K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.65K+ 7.19% |
$309K - $391K
|
39.5K
$5.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.49K+ 28.82% |
$290K - $367K
|
11.1K
$1.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.45K+ 44.62% |
$285K - $361K
|
7.94K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.45KNew |
$285K - $361K
|
2.45K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.41K+ 48.77% |
$280K - $355K
|
7.34K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.4K+ 8.34% |
$279K - $354K
|
31.2K
$4.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.39KNew |
$278K - $352K
|
2.39K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 416.9% |
$276K - $349K
|
2.94K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.34K+ 1.44% |
$272K - $345K
|
165K
$24.9M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.33K+ 22.91% |
$271K - $344K
|
12.5K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.31K+ 12.36% |
$269K - $341K
|
21K
$3.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.3KNew |
$268K - $340K
|
2.3K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.29K+ 17.62% |
$267K - $338K
|
15.3K
$2.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.28KNew |
$265K - $336K
|
2.28K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.27KNew |
$264K - $335K
|
2.27K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.27KNew |
$264K - $334K
|
2.27K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.27KNew |
$264K - $334K
|
2.27K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.19K+ 0.97% |
$255K - $323K
|
229K
$34.7M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.19K+ 13.87% |
$254K - $322K
|
17.9K
$2.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.18K+ 51.9% |
$254K - $322K
|
6.38K
$967K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.17K+ 3.72% |
$252K - $320K
|
60.5K
$9.16M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.14KNew |
$249K - $316K
|
2.14K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.11KNew |
$246K - $312K
|
2.11K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.09K+ 59.05% |
$243K - $308K
|
5.63K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.07KNew |
$241K - $305K
|
2.07K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.04K+ 0.79% |
$238K - $301K
|
261K
$39.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.03K+ 5.94% |
$236K - $299K
|
36.1K
$5.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 113.75% |
$233K - $295K
|
3.76K
$570K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2K+ 50.0% |
$233K - $295K
|
6K
$909K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$232K - $294K
|
2K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.99KNew |
$232K - $294K
|
1.99K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.97KNew |
$229K - $290K
|
1.97K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.95K+ 35.48% |
$227K - $288K
|
7.45K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 6.0% |
$221K - $280K
|
33.6K
$5.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.9KNew |
$221K - $280K
|
1.9K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.89KNew |
$220K - $279K
|
1.89K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.88KNew |
$218K - $277K
|
1.88K
$284K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.87K+ 14.45% |
$218K - $276K
|
14.8K
$2.24M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.85K+ 9.03% |
$215K - $273K
|
22.3K
$3.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.82KNew |
$212K - $268K
|
1.82K
$276K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.79K+ 5.69% |
$209K - $265K
|
33.3K
$5.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.78KNew |
$207K - $262K
|
1.78K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.77KNew |
$206K - $261K
|
1.77K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.77K+ 5.64% |
$205K - $260K
|
33K
$5.01M
|