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 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
96+ 2.65% |
$10.6K - $12.1K
|
3.72K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
89+ 41.59% |
$9.81K - $11.2K
|
303
$41.8K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
89New |
$9.81K - $11.2K
|
89
$12.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
87+ 0.25% |
$9.59K - $11K
|
35K
$4.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
85+ 2.4% |
$9.37K - $10.7K
|
3.63K
$501K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
85+ 177.08% |
$9.37K - $10.7K
|
133
$18.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
84+ 0.56% |
$9.26K - $10.6K
|
15K
$2.07M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82+ 1.59% |
$9.04K - $10.3K
|
5.25K
$723K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
81+ 0.78% |
$8.93K - $10.2K
|
10.5K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
81+ 4.41% |
$8.93K - $10.2K
|
1.92K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
81+ 1.82% |
$8.93K - $10.2K
|
4.53K
$624K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
80+ 2.84% |
$8.82K - $10.1K
|
2.9K
$399K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
79+ 3.19% |
$8.71K - $9.95K
|
2.56K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
78+ 3.81% |
$8.6K - $9.82K
|
2.12K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
73+ 2.33% |
$8.05K - $9.2K
|
3.2K
$441K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
67+ 13.24% |
$7.39K - $8.44K
|
573
$79K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
65+ 0.27% |
$7.16K - $8.19K
|
23.9K
$3.29M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
63+ 1.23% |
$6.94K - $7.94K
|
5.2K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
63+ 19.38% |
$6.94K - $7.94K
|
388
$53.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58New |
$6.39K - $7.31K
|
58
$7.99K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
58New |
$6.39K - $7.31K
|
58
$7.99K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
57New |
$6.28K - $7.18K
|
57
$7.85K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
56+ 0.26% |
$6.17K - $7.05K
|
21.5K
$2.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
54+ 1.56% |
$5.95K - $6.8K
|
3.52K
$485K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
53+ 2.9% |
$5.84K - $6.68K
|
1.88K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
52+ 2.18% |
$5.73K - $6.55K
|
2.44K
$336K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
51+ 1.66% |
$5.62K - $6.42K
|
3.12K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
51+ 1.52% |
$5.62K - $6.42K
|
3.41K
$470K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 4.73% |
$5.51K - $6.3K
|
1.11K
$153K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
49+ 63.64% |
$5.4K - $6.17K
|
126
$17.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
47+ 40.87% |
$5.18K - $5.92K
|
162
$22.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
46New |
$5.07K - $5.79K
|
46
$6.34K
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
42+ 0.54% |
$4.63K - $5.29K
|
7.89K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
39+ 19.7% |
$4.3K - $4.91K
|
237
$32.7K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
39+ 1.4% |
$4.3K - $4.91K
|
2.83K
$390K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 0.45% |
$4.3K - $4.91K
|
8.65K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
38+ 3.27% |
$4.19K - $4.79K
|
1.2K
$165K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
35+ 2.17% |
$3.86K - $4.41K
|
1.65K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
34+ 0.7% |
$3.75K - $4.28K
|
4.88K
$672K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.9% |
$3.31K - $3.78K
|
3.36K
$463K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
27+ 0.31% |
$2.98K - $3.4K
|
8.79K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
26+ 0.98% |
$2.87K - $3.27K
|
2.68K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 0.68% |
$2.87K - $3.27K
|
3.85K
$530K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
25+ 1.04% |
$2.76K - $3.15K
|
2.43K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
25+ 0.62% |
$2.76K - $3.15K
|
4.05K
$557K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
25+ 0.85% |
$2.76K - $3.15K
|
2.98K
$410K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
19New |
$2.09K - $2.39K
|
19
$2.62K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 0.25% |
$2.09K - $2.39K
|
7.63K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
18+ 0.36% |
$1.98K - $2.27K
|
5.07K
$698K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17+ 0.75% |
$1.87K - $2.14K
|
2.3K
$317K
|