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 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4K- 18.36% |
$440K - $503K
|
17.8K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.22K- 5.27% |
$465K - $531K
|
75.8K
$10.4M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.34K- 15.26% |
$478K - $546K
|
24.1K
$3.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-4.37K- 26.34% |
$482K - $551K
|
12.2K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.4K- 58.72% |
$485K - $555K
|
3.1K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-4.44K- 72.29% |
$489K - $559K
|
1.7K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.47K- 50.15% |
$493K - $563K
|
4.44K
$612K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.48K- 31.57% |
$494K - $565K
|
9.72K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.65K- 64.09% |
$513K - $586K
|
2.61K
$359K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.85K- 4.39% |
$535K - $611K
|
106K
$14.5M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.96K- 12.17% |
$547K - $625K
|
35.8K
$4.93M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-5.11K- 11.08% |
$563K - $643K
|
41K
$5.65M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.26K- 12.77% |
$579K - $662K
|
35.9K
$4.95M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.3K- 13.51% |
$584K - $668K
|
33.9K
$4.67M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.5K- 16.49% |
$606K - $692K
|
27.8K
$3.84M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.68K- 16.17% |
$626K - $715K
|
29.4K
$4.05M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-5.98K- 42.83% |
$660K - $754K
|
7.99K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-6.44K- 57.17% |
$710K - $811K
|
4.83K
$665K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.9K- 19.62% |
$760K - $869K
|
28.3K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-7.05K- 9.69% |
$777K - $888K
|
65.7K
$9.06M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7.41K- 45.08% |
$817K - $934K
|
9.03K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.42KClosed |
$818K - $935K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.52K- 67.78% |
$829K - $947K
|
3.57K
$492K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-7.76K- 12.14% |
$855K - $977K
|
56.1K
$7.73M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.76K- 3.39% |
$856K - $978K
|
221K
$30.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.05K- 33.76% |
$887K - $1.01M
|
15.8K
$2.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.27K- 11.08% |
$911K - $1.04M
|
66.4K
$9.14M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.36K- 2.4% |
$921K - $1.05M
|
340K
$46.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.79K- 31.38% |
$969K - $1.11M
|
19.2K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-8.8K- 71.57% |
$970K - $1.11M
|
3.49K
$481K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.86K- 81.17% |
$976K - $1.12M
|
2.05K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.12K- 17.23% |
$1.01M - $1.15M
|
43.8K
$6.04M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.16K- 30.91% |
$1.01M - $1.15M
|
20.5K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.6K- 63.08% |
$1.17M - $1.33M
|
6.19K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.9K- 46.05% |
$1.2M - $1.37M
|
12.7K
$1.75M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.8K- 5.98% |
$1.3M - $1.49M
|
186K
$25.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-12.3K- 11.2% |
$1.36M - $1.55M
|
97.8K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.2K- 19.42% |
$1.45M - $1.66M
|
54.6K
$7.53M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.2K- 6.46% |
$1.45M - $1.66M
|
191K
$26.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.5K- 49.69% |
$1.49M - $1.7M
|
13.7K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-13.6K- 49.09% |
$1.5M - $1.72M
|
14.1K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-13.7K- 84.23% |
$1.51M - $1.73M
|
2.57K
$354K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.8K- 11.33% |
$1.52M - $1.73M
|
108K
$14.8M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14.5K- 64.49% |
$1.6M - $1.83M
|
7.99K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-17K- 49.44% |
$1.87M - $2.14M
|
17.4K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-17.8K- 82.2% |
$1.96M - $2.24M
|
3.85K
$531K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-17.9K- 62.96% |
$1.97M - $2.25M
|
10.5K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-18K- 15.9% |
$1.98M - $2.27M
|
95.2K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-18.9K- 67.56% |
$2.08M - $2.37M
|
9.05K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-20.5K- 23.61% |
$2.26M - $2.58M
|
66.3K
$9.13M
|