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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$12.7K - $15.3K
|
150
$22.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$15.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$15.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
94+ 3.21% |
$7.97K - $9.62K
|
3.02K
$459K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
50New |
$4.24K - $5.12K
|
50
$7.6K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
23New |
$1.95K - $2.35K
|
23
$3.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
19+ 2.19% |
$1.61K - $1.94K
|
888
$135K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
18New |
$1.53K - $1.84K
|
18
$2.74K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
14New |
$1.19K - $1.43K
|
14
$2.13K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6New |
$508 - $614
|
6
$912
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$84.7 - $102
|
1
$152
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
154K+ 317.12% |
$12.8M - $15.5M
|
202K
$30.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
26.5KNew |
$2.2M - $2.66M
|
26.5K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
26.1K+ 39.13% |
$2.16M - $2.62M
|
92.7K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$1.71M - $2.07M
|
20.6K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
CALL |
10KNew |
$828K - $1.01M
|
10K
$1.52M
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
- |
7.27KNew |
$602K - $731K
|
7.27K
$1.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
4.49KNew |
$372K - $451K
|
4.49K
$682K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.19KNew |
$264K - $320K
|
3.19K
$484K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.18K+ 4.42% |
$264K - $320K
|
75.3K
$11.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.79KNew |
$231K - $280K
|
2.79K
$424K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.35KNew |
$195K - $236K
|
2.35K
$358K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
BUY
|
- |
1.94K+ 33.01% |
$161K - $195K
|
7.82K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.46K+ 2.25% |
$121K - $147K
|
66.4K
$10.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.18KNew |
$97.8K - $119K
|
1.18K
$179K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
1.1K+ 4.69% |
$91K - $110K
|
24.5K
$3.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
922+ 5.77% |
$76.4K - $92.7K
|
16.9K
$2.57M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
666+ 15.93% |
$55.2K - $67K
|
4.85K
$737K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
600New |
$49.7K - $60.3K
|
600
$91.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
400+ 11.43% |
$33.1K - $40.2K
|
3.9K
$593K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
333+ 0.74% |
$27.6K - $33.5K
|
45K
$6.85M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
300New |
$24.9K - $30.2K
|
300
$45.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
274+ 3044.44% |
$22.7K - $27.5K
|
283
$43K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
246New |
$20.4K - $24.7K
|
246
$37.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
80+ 0.01% |
$6.63K - $8.04K
|
641K
$97.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.42% |
$497 - $603
|
1.42K
$216K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
5New |
$414 - $503
|
5
$760
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.63% |
$82.8 - $101
|
161
$24.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
842K+ 55.58% |
$72M - $86M
|
2.36M
$358M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
500K+ 353.84% |
$42.7M - $51M
|
641K
$97.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
273KNew |
$23.3M - $27.9M
|
273K
$41.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
172KNew |
$14.7M - $17.5M
|
172K
$26.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
124KNew |
$10.6M - $12.6M
|
124K
$18.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
62.5K+ 344.79% |
$5.35M - $6.39M
|
80.7K
$12.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
28.6KNew |
$2.44M - $2.92M
|
28.6K
$4.34M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
CALL |
28KNew |
$2.4M - $2.86M
|
28K
$4.26M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
18.7KNew |
$1.6M - $1.91M
|
18.7K
$2.84M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
18.6KNew |
$1.59M - $1.9M
|
18.6K
$2.82M
|
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
16.1K+ 757.68% |
$1.38M - $1.64M
|
18.2K
$2.77M
|
|