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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.87K+ 8.8% |
$466K - $488K
|
47.9K
$6.25M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.73K+ 4.92% |
$449K - $469K
|
79.4K
$10.4M
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.71KNew |
$446K - $467K
|
3.71K
$484K
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.59K+ 100.5% |
$432K - $452K
|
7.16K
$934K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.59KNew |
$432K - $451K
|
3.59K
$468K
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.57K+ 9.93% |
$430K - $450K
|
39.6K
$5.16M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.44K+ 38.57% |
$415K - $434K
|
12.4K
$1.61M
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.43K+ 113.24% |
$413K - $432K
|
6.46K
$843K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.42KNew |
$412K - $430K
|
3.42K
$446K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.37K+ 59.13% |
$406K - $424K
|
9.06K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.36KNew |
$404K - $423K
|
3.36K
$438K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.36K+ 32.9% |
$404K - $423K
|
13.6K
$1.77M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.27K+ 58.39% |
$394K - $412K
|
8.87K
$1.16M
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.25K+ 35.33% |
$392K - $409K
|
12.5K
$1.63M
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.24K+ 5.11% |
$391K - $408K
|
66.7K
$8.71M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.21K+ 21.24% |
$386K - $404K
|
18.3K
$2.39M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.2KNew |
$386K - $403K
|
3.2K
$418K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.14KNew |
$378K - $395K
|
3.14K
$409K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.13K+ 11.9% |
$378K - $395K
|
29.5K
$3.85M
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.13K+ 16.9% |
$377K - $394K
|
21.7K
$2.83M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.13K+ 128.41% |
$377K - $394K
|
5.57K
$727K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.12KNew |
$376K - $393K
|
3.12K
$407K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.09K+ 10.93% |
$372K - $389K
|
31.3K
$4.09M
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.07K+ 1.65% |
$370K - $387K
|
189K
$24.7M
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.96KNew |
$356K - $372K
|
2.96K
$386K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.92K+ 10.82% |
$351K - $367K
|
29.9K
$3.9M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.88K+ 776.55% |
$347K - $363K
|
3.25K
$425K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.87K+ 8.05% |
$346K - $361K
|
38.5K
$5.03M
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
2.86KNew |
$345K - $360K
|
2.86K
$373K
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.85K+ 160.16% |
$343K - $358K
|
4.62K
$604K
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.82K+ 7.43% |
$340K - $355K
|
40.8K
$5.33M
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.81K+ 31.04% |
$339K - $354K
|
11.9K
$1.55M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.79KNew |
$336K - $351K
|
2.79K
$364K
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.78KNew |
$335K - $350K
|
2.78K
$363K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72K+ 4.94% |
$327K - $342K
|
57.7K
$7.53M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.71K+ 12.74% |
$327K - $342K
|
24K
$3.13M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.7KNew |
$325K - $340K
|
2.7K
$352K
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.68KNew |
$322K - $337K
|
2.68K
$349K
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.67K+ 3.55% |
$322K - $336K
|
77.9K
$10.2M
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.65KNew |
$319K - $334K
|
2.65K
$346K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.57K+ 93.56% |
$310K - $324K
|
5.32K
$695K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 3.75% |
$308K - $322K
|
70.8K
$9.24M
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.55K+ 63.46% |
$308K - $322K
|
6.58K
$858K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.53KNew |
$304K - $318K
|
2.53K
$330K
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.5KNew |
$301K - $315K
|
2.5K
$326K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.5K+ 0.99% |
$301K - $315K
|
256K
$33.4M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.49K+ 8.45% |
$299K - $313K
|
31.9K
$4.16M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$290K - $304K
|
2.41K
$315K
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.37KNew |
$285K - $298K
|
2.37K
$309K
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.37K+ 92.42% |
$285K - $298K
|
4.93K
$643K
|