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
|
Keybank National Association
|
BUY
|
- |
17+ 0.09% |
$1.87K - $2.14K
|
19.6K
$2.71M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
16+ 0.33% |
$1.76K - $2.02K
|
4.87K
$671K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
15+ 0.47% |
$1.65K - $1.89K
|
3.2K
$441K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 30.0% |
$1.65K - $1.89K
|
65
$8.96K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 2.13% |
$1.54K - $1.76K
|
671
$92.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
13+ 0.73% |
$1.43K - $1.64K
|
1.79K
$246K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
12+ 1.02% |
$1.32K - $1.51K
|
1.19K
$164K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
12New |
$1.32K - $1.51K
|
12
$1.65K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.17% |
$1.21K - $1.39K
|
6.53K
$900K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
10New |
$1.1K - $1.26K
|
10
$1.38K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$1.1K - $1.26K
|
3.27K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10+ 0.31% |
$1.1K - $1.26K
|
3.2K
$441K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
9+ 0.08% |
$992 - $1.13K
|
11.5K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.31% |
$882 - $1.01K
|
2.59K
$357K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
8+ 0.63% |
$882 - $1.01K
|
1.27K
$175K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
7+ 0.29% |
$772 - $882
|
2.42K
$334K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.32% |
$772 - $882
|
2.23K
$307K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$772 - $882
|
3.89K
$536K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.27% |
$772 - $882
|
2.59K
$357K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$661 - $756
|
1.97K
$271K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
6+ 0.05% |
$661 - $756
|
13.3K
$1.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6+ 0.26% |
$661 - $756
|
2.28K
$314K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
6+ 0.22% |
$661 - $756
|
2.71K
$373K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.3% |
$661 - $756
|
2.02K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
6+ 0.24% |
$661 - $756
|
2.55K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
6New |
$661 - $756
|
6
$827
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.13% |
$551 - $630
|
3.8K
$524K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5+ 0.2% |
$551 - $630
|
2.46K
$340K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5+ 0.24% |
$551 - $630
|
2.06K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.27% |
$551 - $630
|
1.87K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.13% |
$331 - $378
|
2.33K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$331 - $378
|
3
$413
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.16% |
$331 - $378
|
1.85K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.12% |
$220 - $252
|
1.65K
$227K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2+ 0.02% |
$220 - $252
|
9.18K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.05% |
$220 - $252
|
4.06K
$559K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.2% |
$220 - $252
|
1.02K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2+ 0.09% |
$220 - $252
|
2.21K
$304K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$110 - $126
|
3.95K
$544K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$110 - $126
|
1.69K
$233K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.07% |
$110 - $126
|
1.44K
$198K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$110 - $126
|
2.24K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$110 - $126
|
2.58K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$110 - $126
|
7.14K
$983K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.25% |
$110 - $126
|
409
$56.4K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$110 - $126
|
710
$97.8K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.61% |
$110 - $126
|
166
$22.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.41% |
$110 - $126
|
244
$33.6K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 1.27% |
$220 - $252
|
156
$21.5K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-3- 0.16% |
$331 - $378
|
1.84K
$254K
|