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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2.12K+ 35.95% |
$280K - $306K
|
8.03K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.11KNew |
$278K - $304K
|
2.11K
$275K
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.08KNew |
$274K - $299K
|
2.08K
$271K
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
2.06KNew |
$272K - $297K
|
2.06K
$268K
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
2.05KNew |
$269K - $294K
|
2.05K
$266K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.04KNew |
$268K - $293K
|
2.04K
$265K
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2KNew |
$264K - $288K
|
2K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2KNew |
$263K - $288K
|
2K
$260K
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.98KNew |
$261K - $285K
|
1.98K
$258K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.98KNew |
$261K - $285K
|
1.98K
$258K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.97K+ 63.09% |
$260K - $284K
|
5.1K
$664K
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$256K - $279K
|
1.94K
$252K
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
1.93KNew |
$254K - $278K
|
1.93K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.9K+ 4.36% |
$251K - $274K
|
45.5K
$5.92M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.89KNew |
$249K - $272K
|
1.89K
$246K
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.89KNew |
$248K - $271K
|
1.89K
$245K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.87K+ 17.18% |
$247K - $270K
|
12.8K
$1.66M
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.85K+ 35.04% |
$244K - $266K
|
7.13K
$928K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.84KNew |
$243K - $265K
|
1.84K
$240K
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.84K+ 7.75% |
$242K - $264K
|
25.5K
$3.32M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$241K - $264K
|
1.83K
$238K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.8K+ 60.72% |
$237K - $259K
|
4.77K
$620K
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.79KNew |
$236K - $258K
|
1.79K
$233K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.77K+ 15.46% |
$233K - $255K
|
13.2K
$1.72M
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.75KNew |
$231K - $252K
|
1.75K
$228K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.75K+ 8.09% |
$230K - $252K
|
23.4K
$3.04M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.74KNew |
$230K - $251K
|
1.74K
$227K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.73KNew |
$228K - $249K
|
1.73K
$225K
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
1.7KNew |
$224K - $245K
|
1.7K
$221K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.7K+ 13.8% |
$224K - $245K
|
14K
$1.83M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.7K+ 93.71% |
$224K - $244K
|
3.51K
$457K
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.67K+ 22.05% |
$220K - $240K
|
9.24K
$1.2M
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.65KNew |
$217K - $237K
|
1.65K
$214K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.64KNew |
$216K - $236K
|
1.64K
$214K
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.64K+ 4.86% |
$216K - $236K
|
35.4K
$4.61M
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.61K+ 4.0% |
$212K - $232K
|
41.8K
$5.44M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.59KNew |
$210K - $229K
|
1.59K
$207K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.59K+ 92.0% |
$209K - $228K
|
3.31K
$431K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.58KNew |
$208K - $227K
|
1.58K
$205K
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.55K+ 228.05% |
$205K - $224K
|
2.23K
$291K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.54K+ 5.09% |
$203K - $222K
|
31.8K
$4.14M
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.54KNew |
$203K - $221K
|
1.54K
$200K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.54KNew |
$202K - $221K
|
1.54K
$200K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.53K+ 8.13% |
$202K - $221K
|
20.4K
$2.66M
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.53K+ 74.9% |
$201K - $220K
|
3.56K
$463K
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.52K+ 4.18% |
$200K - $219K
|
37.9K
$4.94M
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.48K+ 9.31% |
$194K - $213K
|
17.3K
$2.25M
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.47K+ 4.85% |
$193K - $211K
|
31.7K
$4.13M
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.46K+ 36.37% |
$193K - $211K
|
5.49K
$714K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 17.04% |
$187K - $204K
|
9.76K
$1.27M
|