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 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-77- 4.12% |
$8.49K - $9.7K
|
1.79K
$255K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-79- 0.78% |
$8.71K - $9.95K
|
10K
$1.42M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-79- 0.49% |
$8.71K - $9.95K
|
16K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-85- 2.42% |
$9.37K - $10.7K
|
3.42K
$486K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-87- 87.88% |
$9.59K - $11K
|
12
$1.7K
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-90- 1.42% |
$9.92K - $11.3K
|
6.27K
$891K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-90- 0.78% |
$9.92K - $11.3K
|
11.5K
$1.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-90- 1.67% |
$9.92K - $11.3K
|
5.3K
$754K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-91- 4.35% |
$10K - $11.5K
|
2K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-95- 0.1% |
$10.5K - $12K
|
98.5K
$14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-95- 2.13% |
$10.5K - $12K
|
4.36K
$619K
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-100- 2.57% |
$11K - $12.6K
|
3.8K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 3.76% |
$11K - $12.6K
|
2.56K
$364K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-102- 36.82% |
$11.2K - $12.8K
|
175
$24.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-103- 0.22% |
$11.4K - $13K
|
46K
$6.53M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-105- 4.09% |
$11.6K - $13.2K
|
2.46K
$350K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-110- 3.3% |
$12.1K - $13.9K
|
3.22K
$458K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-113- 4.27% |
$12.5K - $14.2K
|
2.53K
$360K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-114- 4.6% |
$12.6K - $14.4K
|
2.37K
$336K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-116- 4.47% |
$12.8K - $14.6K
|
2.48K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-119- 3.52% |
$13.1K - $15K
|
3.26K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-122- 0.49% |
$13.4K - $15.4K
|
25K
$3.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-122- 2.32% |
$13.4K - $15.4K
|
5.15K
$731K
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-127- 1.02% |
$14K - $16K
|
12.3K
$1.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-127- 1.09% |
$14K - $16K
|
11.6K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-129- 7.09% |
$14.2K - $16.2K
|
1.69K
$240K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-130- 3.58% |
$14.3K - $16.4K
|
3.5K
$497K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-130- 3.51% |
$14.3K - $16.4K
|
3.57K
$507K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-132- 1.92% |
$14.6K - $16.6K
|
6.74K
$958K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
SELL
|
- |
-133- 0.56% |
$14.7K - $16.8K
|
23.4K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-134- 7.4% |
$14.8K - $16.9K
|
1.68K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
SELL
|
- |
-137- 1.41% |
$15.1K - $17.3K
|
9.56K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-138- 1.04% |
$15.2K - $17.4K
|
13.1K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-139- 31.95% |
$15.3K - $17.5K
|
296
$42.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-142- 2.54% |
$15.7K - $17.9K
|
5.45K
$774K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-144- 1.68% |
$15.9K - $18.1K
|
8.41K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-145- 1.1% |
$16K - $18.3K
|
13K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-150- 4.26% |
$16.5K - $18.9K
|
3.38K
$479K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-151- 0.97% |
$16.6K - $19K
|
15.5K
$2.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-151- 5.98% |
$16.6K - $19K
|
2.38K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-157- 5.27% |
$17.3K - $19.8K
|
2.82K
$401K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-165- 0.78% |
$18.2K - $20.8K
|
21K
$2.98M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-168- 53.16% |
$18.5K - $21.2K
|
148
$21K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-174- 4.25% |
$19.2K - $21.9K
|
3.92K
$557K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-181- 4.25% |
$20K - $22.8K
|
4.07K
$579K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-184- 3.02% |
$20.3K - $23.2K
|
5.91K
$840K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-193- 6.65% |
$21.3K - $24.3K
|
2.71K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-195- 3.31% |
$21.5K - $24.6K
|
5.69K
$809K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-196- 3.0% |
$21.6K - $24.7K
|
6.34K
$900K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-200- 10.74% |
$22K - $25.2K
|
1.66K
$236K
|