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 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-795- 7.95% |
$87.6K - $100K
|
9.2K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-804- 24.67% |
$88.6K - $101K
|
2.46K
$349K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-807- 13.36% |
$89K - $102K
|
5.23K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-819- 63.69% |
$90.3K - $103K
|
467
$66.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-821- 16.66% |
$90.5K - $103K
|
4.11K
$583K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-829- 76.83% |
$91.4K - $104K
|
250
$35.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-843- 13.08% |
$92.9K - $106K
|
5.6K
$796K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-845- 1.32% |
$93.1K - $106K
|
63K
$8.95M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-847- 1.73% |
$93.4K - $107K
|
48K
$6.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-861- 96.52% |
$94.9K - $108K
|
31
$4.4K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-871- 1.93% |
$96K - $110K
|
44.3K
$6.29M
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-911- 4.15% |
$100K - $115K
|
21K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-915- 29.45% |
$101K - $115K
|
2.19K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-951- 2.4% |
$105K - $120K
|
38.6K
$5.49M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-953- 2.85% |
$105K - $120K
|
32.5K
$4.61M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-958- 6.69% |
$106K - $121K
|
13.4K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-960- 2.01% |
$106K - $121K
|
46.7K
$6.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.02K- 14.86% |
$112K - $128K
|
5.82K
$827K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.03K- 4.54% |
$113K - $129K
|
21.6K
$3.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.03K- 1.91% |
$114K - $130K
|
52.9K
$7.51M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.03K- 24.89% |
$114K - $130K
|
3.12K
$443K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.08K- 37.25% |
$119K - $136K
|
1.82K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.09K- 1.52% |
$121K - $138K
|
71K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-1.1K- 8.34% |
$121K - $139K
|
12.1K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-1.14K- 2.69% |
$126K - $143K
|
41.2K
$5.85M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.15K- 29.52% |
$127K - $145K
|
2.75K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.16K- 3.15% |
$128K - $146K
|
35.6K
$5.06M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.2K- 7.56% |
$132K - $151K
|
14.7K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.2K- 32.54% |
$133K - $152K
|
2.5K
$355K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.21K- 2.03% |
$133K - $152K
|
58.4K
$8.3M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.22K- 4.78% |
$135K - $154K
|
24.3K
$3.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.29K- 1.82% |
$142K - $162K
|
69.6K
$9.88M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.3K- 31.92% |
$144K - $164K
|
2.78K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.31K- 19.55% |
$144K - $165K
|
5.39K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.33K- 11.54% |
$147K - $168K
|
10.2K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.39K- 6.36% |
$153K - $175K
|
20.4K
$2.9M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.4K- 19.1% |
$155K - $177K
|
5.95K
$845K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.41K- 2.43% |
$155K - $177K
|
56.5K
$8.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.42K- 68.81% |
$157K - $179K
|
645
$91.6K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.43K- 37.94% |
$157K - $179K
|
2.33K
$331K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.43K- 5.23% |
$157K - $179K
|
25.8K
$3.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.45K- 22.57% |
$160K - $183K
|
4.97K
$707K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.49K- 2.56% |
$164K - $187K
|
56.7K
$8.05M
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.52K- 3.7% |
$167K - $191K
|
39.5K
$5.62M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.53K- 40.32% |
$169K - $193K
|
2.27K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.57K- 20.59% |
$173K - $198K
|
6.07K
$862K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.59K- 33.49% |
$176K - $201K
|
3.17K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.64K- 1.54% |
$181K - $207K
|
105K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.67K- 25.83% |
$184K - $210K
|
4.79K
$681K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.69K- 0.66% |
$187K - $213K
|
254K
$36M
|