Purchases and Sales Made in Q1 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q1 2024. The information is specifically focused on institutions that hold shares of INDUSTRIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
213+ 14.04% |
$23.5K - $26.8K
|
1.73K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
206+ 2.64% |
$22.7K - $25.9K
|
8.01K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
202+ 0.93% |
$22.3K - $25.4K
|
21.8K
$3.01M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
201+ 11.38% |
$22.2K - $25.3K
|
1.97K
$271K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
201New |
$22.2K - $25.3K
|
201
$27.7K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200New |
$22K - $25.2K
|
200
$27.6K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
200+ 10.09% |
$22K - $25.2K
|
2.18K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 6.15% |
$22K - $25.2K
|
3.45K
$475K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
199+ 107.57% |
$21.9K - $25.1K
|
384
$52.9K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
198New |
$21.8K - $24.9K
|
198
$27.3K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
197+ 17.37% |
$21.7K - $24.8K
|
1.33K
$183K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
190+ 0.34% |
$20.9K - $23.9K
|
56.9K
$7.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
186+ 3.86% |
$20.5K - $23.4K
|
5.01K
$690K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
182+ 3.76% |
$20.1K - $22.9K
|
5.02K
$691K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
180New |
$19.8K - $22.7K
|
180
$24.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
179New |
$19.7K - $22.5K
|
179
$24.7K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
172+ 3.93% |
$19K - $21.7K
|
4.55K
$627K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
169+ 4.89% |
$18.6K - $21.3K
|
3.63K
$500K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
168+ 3.81% |
$18.5K - $21.2K
|
4.57K
$630K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
166+ 10.14% |
$18.3K - $20.9K
|
1.8K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
165+ 73.33% |
$18.2K - $20.8K
|
390
$53.7K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
158+ 0.13% |
$17.4K - $19.9K
|
124K
$17.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
157+ 1.43% |
$17.3K - $19.8K
|
11.1K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
157+ 89.2% |
$17.3K - $19.8K
|
333
$45.9K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
156+ 2.69% |
$17.2K - $19.6K
|
5.95K
$820K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
152+ 38.1% |
$16.8K - $19.1K
|
551
$75.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
150+ 6.45% |
$16.5K - $18.9K
|
2.47K
$341K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
147+ 13.45% |
$16.2K - $18.5K
|
1.24K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
147+ 6.84% |
$16.2K - $18.5K
|
2.3K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
143+ 0.51% |
$15.8K - $18K
|
28.4K
$3.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
138+ 10.65% |
$15.2K - $17.4K
|
1.43K
$198K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
137+ 3.85% |
$15.1K - $17.3K
|
3.7K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
131New |
$14.4K - $16.5K
|
131
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
130+ 2.5% |
$14.3K - $16.4K
|
5.33K
$734K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
125+ 18.38% |
$13.8K - $15.7K
|
805
$111K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
123+ 2.91% |
$13.6K - $15.5K
|
4.35K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
121+ 0.15% |
$13.3K - $15.2K
|
82.8K
$11.4M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
120+ 0.77% |
$13.2K - $15.1K
|
15.7K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
118+ 0.47% |
$13K - $14.9K
|
25.3K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
117+ 2.54% |
$12.9K - $14.7K
|
4.73K
$652K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
115+ 1.83% |
$12.7K - $14.5K
|
6.42K
$884K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
114+ 2.61% |
$12.6K - $14.4K
|
4.49K
$619K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
111+ 140.51% |
$12.2K - $14K
|
190
$26.2K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
105+ 3.86% |
$11.6K - $13.2K
|
2.83K
$390K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
104+ 693.33% |
$11.5K - $13.1K
|
119
$16.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
103+ 91.15% |
$11.4K - $13K
|
216
$29.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 1.78% |
$11K - $12.6K
|
5.72K
$788K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
100New |
$11K - $12.6K
|
100
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 50.0% |
$11K - $12.6K
|
300
$41.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
96+ 33.68% |
$10.6K - $12.1K
|
381
$52.5K
|