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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
213+ 8.41% |
$20.6K - $22.1K
|
2.75K
$344K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
157+ 0.42% |
$15.2K - $16.3K
|
37.3K
$4.67M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
154+ 1400.0% |
$14.9K - $16K
|
165
$20.7K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
120+ 0.19% |
$11.6K - $12.4K
|
62.7K
$7.85M
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
113+ 4.56% |
$10.9K - $11.7K
|
2.59K
$325K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
101New |
$9.75K - $10.5K
|
101
$12.7K
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
85+ 0.61% |
$8.2K - $8.81K
|
14K
$1.76M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
41+ 43.16% |
$3.96K - $4.25K
|
136
$17K
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
20+ 0.74% |
$1.93K - $2.07K
|
2.73K
$343K
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
13New |
$1.25K - $1.35K
|
13
$1.63K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
860KNew |
$72.9M - $88M
|
860K
$108M
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
659KNew |
$55.8M - $67.4M
|
659K
$82.6M
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
350KNew |
$29.7M - $35.8M
|
350K
$43.9M
|
|
Feb 14, 2023
Q4 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
PUT |
200KNew |
$16.9M - $20.5M
|
200K
$25.1M
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
PUT |
200KNew |
$16.9M - $20.5M
|
200K
$25.1M
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
PUT |
136KNew |
$11.5M - $13.9M
|
136K
$17M
|
|
Feb 10, 2023
Q4 2022
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
PUT |
125KNew |
$10.6M - $12.8M
|
125K
$15.7M
|
|
Feb 14, 2023
Q4 2022
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
PUT |
100KNew |
$8.47M - $10.2M
|
100K
$12.5M
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
88.6KNew |
$7.51M - $9.07M
|
88.6K
$11.1M
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
53.8K+ 768.86% |
$4.56M - $5.51M
|
60.8K
$7.62M
|
|
Feb 14, 2023
Q4 2022
|
Albar Capital LTD
London, X0 |
BUY
|
- |
46.6K+ 46.96% |
$3.95M - $4.77M
|
146K
$18.3M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
44.9KNew |
$3.8M - $4.59M
|
44.9K
$5.62M
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
22.7KNew |
$1.92M - $2.32M
|
22.7K
$2.84M
|
|
Feb 13, 2023
Q4 2022
|
400 Capital Management LLC
New York, NY |
BUY
|
PUT |
16.9KNew |
$1.43M - $1.73M
|
16.9K
$2.12M
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
11.5KNew |
$975K - $1.18M
|
11.5K
$1.44M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.1KNew |
$940K - $1.14M
|
11.1K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.2KNew |
$861K - $1.04M
|
10.2K
$1.27M
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
9.63KNew |
$816K - $985K
|
9.63K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
7.6KNew |
$644K - $778K
|
7.6K
$952K
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.78KNew |
$489K - $591K
|
5.78K
$724K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
5.5KNew |
$466K - $563K
|
5.5K
$689K
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.74KNew |
$401K - $485K
|
4.74K
$594K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
4K+ 23.53% |
$339K - $409K
|
21K
$2.63M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.05KNew |
$258K - $312K
|
3.05K
$382K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.5KNew |
$212K - $256K
|
2.5K
$313K
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.25KNew |
$191K - $230K
|
2.25K
$282K
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2.12KNew |
$179K - $217K
|
2.12K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
2.1K+ 17.5% |
$178K - $215K
|
14.1K
$1.77M
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.05KNew |
$173K - $209K
|
2.05K
$256K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.96K+ 75.88% |
$166K - $201K
|
4.55K
$570K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.82K+ 57.46% |
$154K - $186K
|
4.98K
$624K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$149K - $180K
|
1.76K
$220K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.52K+ 81.07% |
$128K - $155K
|
3.39K
$424K
|
|
Feb 13, 2023
Q4 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$127K - $153K
|
1.5K
$188K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.18KNew |
$99.6K - $120K
|
1.18K
$147K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.01K+ 16.31% |
$85.8K - $104K
|
7.23K
$905K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
985New |
$83.5K - $101K
|
985
$123K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
805+ 100.88% |
$68.2K - $82.4K
|
1.6K
$201K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
795New |
$67.4K - $81.4K
|
795
$99.6K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
783New |
$66.4K - $80.1K
|
783
$98.1K
|