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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.09% |
$441 - $504
|
4.47K
$616K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4- 0.06% |
$441 - $504
|
6.5K
$895K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-5- 4.9% |
$551 - $630
|
97
$13.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-7- 0.29% |
$772 - $882
|
2.45K
$337K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-7- 0.37% |
$772 - $882
|
1.87K
$257K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-9- 2.96% |
$992 - $1.13K
|
295
$40.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.22% |
$1.1K - $1.26K
|
4.63K
$638K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 1.07% |
$1.1K - $1.26K
|
922
$127K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.08% |
$1.32K - $1.51K
|
15.7K
$2.16M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.64% |
$1.54K - $1.76K
|
2.18K
$301K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16- 4.17% |
$1.76K - $2.02K
|
368
$50.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-19- 0.55% |
$2.09K - $2.39K
|
3.45K
$476K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-21- 4.78% |
$2.31K - $2.65K
|
418
$57.6K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-21- 0.05% |
$2.31K - $2.65K
|
40.6K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26- 0.02% |
$2.87K - $3.27K
|
127K
$17.4M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-27- 3.14% |
$2.98K - $3.4K
|
832
$115K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-29- 1.17% |
$3.2K - $3.65K
|
2.45K
$338K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-29- 0.99% |
$3.2K - $3.65K
|
2.89K
$398K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-30- 0.52% |
$3.31K - $3.78K
|
5.74K
$791K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-32- 0.1% |
$3.53K - $4.03K
|
32.2K
$4.44M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-32- 0.32% |
$3.53K - $4.03K
|
10K
$1.38M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-32- 1.67% |
$3.53K - $4.03K
|
1.88K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-33- 0.3% |
$3.64K - $4.16K
|
11K
$1.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-34- 1.79% |
$3.75K - $4.28K
|
1.86K
$257K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-35- 1.16% |
$3.86K - $4.41K
|
2.99K
$411K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-37- 1.71% |
$4.08K - $4.66K
|
2.13K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-40- 1.72% |
$4.41K - $5.04K
|
2.29K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-40- 0.01% |
$4.41K - $5.04K
|
512K
$70.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-41- 1.14% |
$4.52K - $5.16K
|
3.54K
$488K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-42- 0.81% |
$4.63K - $5.29K
|
5.15K
$710K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45- 0.73% |
$4.96K - $5.67K
|
6.15K
$848K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-45- 26.47% |
$4.96K - $5.67K
|
125
$17.2K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-45- 0.11% |
$4.96K - $5.67K
|
40.4K
$5.57M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-45- 0.15% |
$4.96K - $5.67K
|
30K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-46- 0.45% |
$5.07K - $5.79K
|
10.2K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-47- 0.64% |
$5.18K - $5.92K
|
7.25K
$999K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-49- 13.0% |
$5.4K - $6.17K
|
328
$45.2K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-49- 38.89% |
$5.4K - $6.17K
|
77
$10.6K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-50- 2.3% |
$5.51K - $6.3K
|
2.13K
$293K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 20.0% |
$5.51K - $6.3K
|
200
$27.6K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-50- 10.42% |
$5.51K - $6.3K
|
430
$59.2K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-50- 0.06% |
$5.51K - $6.3K
|
77.8K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 17.83% |
$5.62K - $6.42K
|
235
$32.4K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-52- 2.36% |
$5.73K - $6.55K
|
2.15K
$296K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-54- 2.21% |
$5.95K - $6.8K
|
2.39K
$329K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-54- 4.96% |
$5.95K - $6.8K
|
1.04K
$143K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-55- 2.64% |
$6.06K - $6.93K
|
2.03K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-56- 1.17% |
$6.17K - $7.05K
|
4.71K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-56- 3.98% |
$6.17K - $7.05K
|
1.35K
$186K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-60- 6.53% |
$6.61K - $7.56K
|
859
$118K
|