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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.71K- 13.52% |
$188K - $215K
|
10.9K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.72K- 8.17% |
$190K - $217K
|
19.3K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.73K- 92.75% |
$190K - $218K
|
135
$19.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.86K- 5.03% |
$205K - $234K
|
35.1K
$4.98M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 0.47% |
$206K - $236K
|
393K
$55.8M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.98K- 10.48% |
$219K - $250K
|
16.9K
$2.41M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.03K- 9.69% |
$224K - $255K
|
18.9K
$2.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.16K- 37.12% |
$238K - $272K
|
3.66K
$520K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.16K- 37.12% |
$238K - $272K
|
3.66K
$520K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.18K- 0.6% |
$240K - $274K
|
360K
$51.1M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.32K- 7.18% |
$256K - $292K
|
30K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.39K- 7.66% |
$263K - $301K
|
28.8K
$4.09M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.43K- 12.94% |
$267K - $306K
|
16.3K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.45K- 10.31% |
$270K - $308K
|
21.3K
$3.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.45K- 24.44% |
$271K - $309K
|
7.59K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.46K- 21.97% |
$271K - $310K
|
8.75K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.47K- 54.84% |
$272K - $310K
|
2.03K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.54K- 9.85% |
$280K - $319K
|
23.2K
$3.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.54K- 9.73% |
$280K - $320K
|
23.6K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.63K- 1.31% |
$290K - $332K
|
199K
$28.2M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.64K- 2.79% |
$291K - $333K
|
92K
$13.1M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.66K- 3.61% |
$293K - $335K
|
71.1K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-2.72K- 32.28% |
$300K - $342K
|
5.7K
$810K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.73K- 4.18% |
$301K - $344K
|
62.6K
$8.89M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.74K- 3.87% |
$302K - $345K
|
68K
$9.66M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.75K- 10.92% |
$303K - $347K
|
22.4K
$3.19M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 28.0% |
$312K - $356K
|
7.27K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.83K- 22.41% |
$312K - $356K
|
9.8K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.86K- 8.61% |
$315K - $360K
|
30.4K
$4.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.88K- 8.28% |
$317K - $363K
|
31.9K
$4.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-2.89K- 94.35% |
$318K - $364K
|
173
$24.6K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-2.98K- 2.68% |
$328K - $375K
|
108K
$15.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3K- 88.99% |
$331K - $378K
|
371
$52.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-3.15K- 7.68% |
$347K - $397K
|
37.9K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-3.21K- 72.03% |
$354K - $404K
|
1.25K
$177K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-3.25K- 9.33% |
$358K - $410K
|
31.6K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.41K- 1.2% |
$376K - $429K
|
281K
$40M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-3.48K- 5.45% |
$383K - $438K
|
60.3K
$8.57M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-3.58K- 41.8% |
$395K - $451K
|
4.99K
$708K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.65K- 51.27% |
$402K - $459K
|
3.47K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.65K- 13.34% |
$403K - $460K
|
23.7K
$3.37M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.77K- 10.22% |
$416K - $475K
|
33.1K
$4.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.89K- 24.79% |
$429K - $490K
|
11.8K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.91K- 44.7% |
$430K - $492K
|
4.83K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4K- 18.36% |
$440K - $503K
|
17.8K
$2.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.22K- 5.27% |
$465K - $531K
|
75.8K
$10.8M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.34K- 15.26% |
$478K - $546K
|
24.1K
$3.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.37K- 26.34% |
$482K - $551K
|
12.2K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.4K- 58.72% |
$485K - $555K
|
3.1K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.44K- 72.29% |
$489K - $559K
|
1.7K
$242K
|