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 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-203- 2.06% |
$22.4K - $25.6K
|
9.67K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-206- 1.85% |
$22.7K - $25.9K
|
10.9K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-215- 5.43% |
$23.7K - $27.1K
|
3.74K
$532K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-215- 7.32% |
$23.7K - $27.1K
|
2.72K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-215- 1.51% |
$23.7K - $27.1K
|
14K
$1.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-224- 6.68% |
$24.7K - $28.2K
|
3.13K
$444K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-226- 6.85% |
$24.9K - $28.5K
|
3.08K
$437K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-226- 3.39% |
$24.9K - $28.5K
|
6.45K
$916K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-230- 2.47% |
$25.4K - $29K
|
9.09K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-232- 0.68% |
$25.6K - $29.2K
|
34K
$4.82M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-234- 7.31% |
$25.8K - $29.5K
|
2.97K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-235- 0.4% |
$25.9K - $29.6K
|
58.1K
$8.26M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-237- 0.41% |
$26.1K - $29.9K
|
56.9K
$8.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-239- 2.11% |
$26.3K - $30.1K
|
11.1K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-239- 12.23% |
$26.3K - $30.1K
|
1.72K
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-242- 0.62% |
$26.7K - $30.5K
|
38.8K
$5.51M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
SELL
|
- |
-242- 6.68% |
$26.7K - $30.5K
|
3.38K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-242- 5.66% |
$26.7K - $30.5K
|
4.03K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-243- 3.47% |
$26.8K - $30.6K
|
6.77K
$962K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-243- 0.57% |
$26.8K - $30.6K
|
42.4K
$6.02M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-260- 8.63% |
$28.7K - $32.7K
|
2.75K
$391K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-266- 0.03% |
$29.3K - $33.5K
|
975K
$139M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-278- 8.35% |
$30.6K - $35K
|
3.05K
$434K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-279- 52.94% |
$30.8K - $35.1K
|
248
$35.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-284- 15.12% |
$31.3K - $35.8K
|
1.59K
$226K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-286- 6.72% |
$31.5K - $36K
|
3.97K
$564K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-287- 4.93% |
$31.6K - $36.2K
|
5.54K
$786K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-288- 14.75% |
$31.7K - $36.3K
|
1.67K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-290- 1.89% |
$32K - $36.5K
|
15.1K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-296- 3.47% |
$32.6K - $37.3K
|
8.23K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-304- 11.12% |
$33.5K - $38.3K
|
2.43K
$345K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-307- 15.83% |
$33.8K - $38.7K
|
1.63K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-307- 6.43% |
$33.8K - $38.7K
|
4.47K
$634K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-307- 3.65% |
$33.8K - $38.7K
|
8.1K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-309- 5.24% |
$34.1K - $38.9K
|
5.59K
$793K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-311- 5.21% |
$34.3K - $39.2K
|
5.66K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-323- 2.51% |
$35.6K - $40.7K
|
12.5K
$1.78M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-325- 5.84% |
$35.8K - $40.9K
|
5.24K
$744K
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-326- 5.17% |
$35.9K - $41.1K
|
5.98K
$850K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-330- 11.81% |
$36.4K - $41.6K
|
2.47K
$350K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-333- 9.76% |
$36.7K - $41.9K
|
3.08K
$438K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-337- 16.13% |
$37.1K - $42.4K
|
1.75K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-341- 3.8% |
$37.6K - $43K
|
8.63K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-348- 12.87% |
$38.4K - $43.8K
|
2.36K
$335K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-351- 12.1% |
$38.7K - $44.2K
|
2.55K
$362K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-354- 3.0% |
$39K - $44.6K
|
11.4K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-365- 2.14% |
$40.2K - $46K
|
16.7K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-382- 32.37% |
$42.1K - $48.1K
|
798
$113K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-392- 1.25% |
$43.2K - $49.4K
|
30.9K
$4.39M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 40.0% |
$44.1K - $50.4K
|
600
$85.2K
|