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 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-351- 12.1% |
$38.7K - $44.2K
|
2.55K
$351K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-354- 3.0% |
$39K - $44.6K
|
11.4K
$1.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-365- 2.14% |
$40.2K - $46K
|
16.7K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-382- 32.37% |
$42.1K - $48.1K
|
798
$110K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-392- 1.25% |
$43.2K - $49.4K
|
30.9K
$4.26M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 40.0% |
$44.1K - $50.4K
|
600
$82.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-401- 11.86% |
$44.2K - $50.5K
|
2.98K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-421- 2.18% |
$46.4K - $53K
|
18.9K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-422- 24.93% |
$46.5K - $53.2K
|
1.27K
$175K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-425- 5.17% |
$46.8K - $53.5K
|
7.79K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-426- 14.94% |
$47K - $53.7K
|
2.43K
$334K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-434- 21.39% |
$47.8K - $54.7K
|
1.6K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-460- 4.95% |
$50.7K - $57.9K
|
8.83K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-460- 10.23% |
$50.7K - $57.9K
|
4.04K
$556K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-463- 12.97% |
$51K - $58.3K
|
3.11K
$428K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-477- 13.95% |
$52.6K - $60.1K
|
2.94K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-485- 2.93% |
$53.5K - $61.1K
|
16.1K
$2.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-503- 10.49% |
$55.4K - $63.4K
|
4.29K
$591K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-506- 4.87% |
$55.8K - $63.7K
|
9.89K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-512- 15.03% |
$56.4K - $64.5K
|
2.89K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-513- 8.45% |
$56.5K - $64.6K
|
5.56K
$766K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-519- 11.18% |
$57.2K - $65.4K
|
4.12K
$568K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-533- 13.45% |
$58.8K - $67.1K
|
3.43K
$473K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-542- 17.31% |
$59.7K - $68.3K
|
2.59K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-574- 17.93% |
$63.3K - $72.3K
|
2.63K
$362K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-578- 97.64% |
$63.7K - $72.8K
|
14
$1.93K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-594- 15.17% |
$65.5K - $74.8K
|
3.32K
$458K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-600- 85.71% |
$66.1K - $75.6K
|
100
$13.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-604- 9.15% |
$66.6K - $76.1K
|
6K
$826K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-611- 1.93% |
$67.4K - $77K
|
31.1K
$4.28M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-611- 1.99% |
$67.4K - $77K
|
30.1K
$4.15M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-614- 1.58% |
$67.7K - $77.3K
|
38.2K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-617- 17.48% |
$68K - $77.7K
|
2.91K
$401K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-626- 52.47% |
$69K - $78.9K
|
567
$78.1K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-638- 12.59% |
$70.3K - $80.4K
|
4.43K
$610K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-640- 19.31% |
$70.5K - $80.6K
|
2.68K
$369K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-650- 4.51% |
$71.6K - $81.9K
|
13.8K
$1.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-659- 3.03% |
$72.6K - $83K
|
21.1K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-676- 13.07% |
$74.5K - $85.1K
|
4.5K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-687- 5.97% |
$75.7K - $86.5K
|
10.8K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-687- 5.72% |
$75.7K - $86.5K
|
11.3K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-700- 4.97% |
$77.2K - $88.2K
|
13.4K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-704- 14.68% |
$77.6K - $88.7K
|
4.09K
$564K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-714- 1.28% |
$78.7K - $89.9K
|
55.3K
$7.61M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-715- 14.72% |
$78.8K - $90.1K
|
4.14K
$571K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-719- 9.51% |
$79.3K - $90.6K
|
6.84K
$942K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-721- 5.54% |
$79.5K - $90.8K
|
12.3K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-730- 15.39% |
$80.5K - $92K
|
4.01K
$553K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-733- 38.5% |
$80.8K - $92.3K
|
1.17K
$161K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-735- 52.88% |
$81K - $92.6K
|
655
$90.3K
|