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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.26K+ 22.92% |
$359K - $410K
|
17.5K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.1KNew |
$342K - $390K
|
3.1K
$471K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.03KNew |
$334K - $382K
|
3.03K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.68KNew |
$295K - $337K
|
2.68K
$407K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.65KNew |
$292K - $334K
|
2.65K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.59KNew |
$286K - $326K
|
2.59K
$394K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.57KNew |
$283K - $323K
|
2.57K
$390K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.32KNew |
$256K - $293K
|
2.32K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.31K+ 20.01% |
$255K - $291K
|
13.8K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.96KNew |
$216K - $246K
|
1.96K
$297K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.86KNew |
$205K - $234K
|
1.86K
$283K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.74KNew |
$192K - $220K
|
1.74K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.65KNew |
$182K - $208K
|
1.65K
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.65KNew |
$182K - $207K
|
1.65K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.65KNew |
$181K - $207K
|
1.65K
$250K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.61KNew |
$178K - $203K
|
1.61K
$245K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.59KNew |
$175K - $200K
|
1.59K
$242K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.58KNew |
$175K - $200K
|
1.58K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$165K - $189K
|
1.5K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.17KNew |
$128K - $147K
|
1.17K
$177K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
807New |
$89K - $102K
|
807
$123K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
545New |
$60.1K - $68.6K
|
545
$82.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
410New |
$45.2K - $51.6K
|
410
$62.3K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
264+ 0.79% |
$29.1K - $33.3K
|
33.6K
$5.1M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
200New |
$22K - $25.2K
|
200
$30.4K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
198New |
$21.8K - $24.9K
|
198
$30.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
169+ 4.89% |
$18.6K - $21.3K
|
3.63K
$551K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
168+ 3.81% |
$18.5K - $21.2K
|
4.57K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
118+ 0.47% |
$13K - $14.9K
|
25.3K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 50.0% |
$11K - $12.6K
|
300
$45.6K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
73+ 2.33% |
$8.05K - $9.2K
|
3.2K
$486K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
67+ 13.24% |
$7.39K - $8.44K
|
573
$87.1K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
57New |
$6.28K - $7.18K
|
57
$8.66K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19New |
$2.09K - $2.39K
|
19
$2.89K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10New |
$1.1K - $1.26K
|
10
$1.52K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.31% |
$882 - $1.01K
|
2.59K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6New |
$661 - $756
|
6
$912
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$661 - $756
|
1.97K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$331 - $378
|
3
$456
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
PUT |
600KNew |
$57.9M - $68.5M
|
600K
$91.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
560KNew |
$54M - $63.9M
|
560K
$85.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
500KNew |
$48.2M - $57.1M
|
500K
$76M
|
|
|
Feb 15, 2024
Q4 2023
|
Mason Capital Management LLC
New York, NY |
BUY
|
- |
315K+ 132.91% |
$30.4M - $36M
|
552K
$84M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
292KNew |
$28.2M - $33.3M
|
292K
$44.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
220KNew |
$21.2M - $25.1M
|
220K
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
134KNew |
$12.9M - $15.3M
|
134K
$20.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Amh Equity LTD
|
BUY
|
PUT |
50KNew |
$4.82M - $5.71M
|
50K
$7.6M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
34.6KNew |
$3.34M - $3.95M
|
34.6K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
16.7K+ 172.17% |
$1.61M - $1.91M
|
26.4K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
15.9K+ 127.2% |
$1.53M - $1.81M
|
28.4K
$4.32M
|
|