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 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
48.1KNew |
$5.3M - $6.06M
|
48.1K
$6.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
48.1KNew |
$5.3M - $6.05M
|
48.1K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
46.5KNew |
$5.13M - $5.86M
|
46.5K
$6.41M
|
|
|
May 14, 2024
Q1 2024
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
45.2K+ 115.9% |
$4.98M - $5.69M
|
84.2K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.7K+ 1600.29% |
$4.26M - $4.87M
|
41.1K
$5.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
36.2KNew |
$4M - $4.57M
|
36.2K
$4.99M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
34.3K+ 1296.41% |
$3.78M - $4.32M
|
36.9K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 35.09% |
$3.66M - $4.18M
|
128K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.1K+ 18.03% |
$3.43M - $3.92M
|
204K
$28.1M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
30.4KNew |
$3.35M - $3.83M
|
30.4K
$4.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.2K+ 221.41% |
$3.32M - $3.8M
|
43.8K
$6.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
30.1K+ 1340.74% |
$3.32M - $3.79M
|
32.4K
$4.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
29.6KNew |
$3.27M - $3.73M
|
29.6K
$4.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
28.6K+ 18.47% |
$3.15M - $3.6M
|
183K
$25.3M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.2K+ 80.82% |
$3.11M - $3.55M
|
63.1K
$8.69M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
27.6K+ 21.49% |
$3.05M - $3.48M
|
156K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.6K+ 225.49% |
$2.83M - $3.23M
|
37K
$5.1M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.6K+ 73.85% |
$2.71M - $3.09M
|
57.8K
$7.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$2.63M - $3.01M
|
23.9K
$3.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.8K+ 23.32% |
$2.63M - $3M
|
126K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
23.6KNew |
$2.6M - $2.98M
|
23.6K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.6K+ 68.73% |
$2.6M - $2.97M
|
57.8K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
23.5K+ 81.35% |
$2.6M - $2.97M
|
52.5K
$7.23M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
21.7KNew |
$2.39M - $2.73M
|
21.7K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.5K+ 61.5% |
$2.37M - $2.71M
|
56.5K
$7.79M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 35.0% |
$2.25M - $2.57M
|
78.8K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
20.2K+ 42.49% |
$2.23M - $2.55M
|
67.8K
$9.35M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.7K+ 26.1% |
$2.17M - $2.48M
|
95K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
19.4K+ 69.44% |
$2.14M - $2.44M
|
47.3K
$6.51M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
19.3K+ 446.57% |
$2.13M - $2.43M
|
23.6K
$3.26M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
18.9K+ 74.12% |
$2.08M - $2.38M
|
44.4K
$6.12M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
18.6KNew |
$2.06M - $2.35M
|
18.6K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
18.5K+ 161.06% |
$2.04M - $2.33M
|
30K
$4.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
18.3K+ 10.56% |
$2.02M - $2.3M
|
192K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.1K+ 164.68% |
$1.99M - $2.28M
|
29K
$4M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
17.7K+ 414.67% |
$1.95M - $2.23M
|
22K
$3.03M
|
|
|
May 08, 2024
Q1 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
17.3KNew |
$1.9M - $2.17M
|
17.3K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.2K+ 60.65% |
$1.9M - $2.17M
|
45.6K
$6.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.7K+ 2275.72% |
$1.84M - $2.1M
|
17.4K
$2.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.5K+ 95.02% |
$1.82M - $2.08M
|
33.9K
$4.67M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
16.3KNew |
$1.8M - $2.05M
|
16.3K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.2K+ 22.41% |
$1.79M - $2.04M
|
88.4K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.1K+ 5.73% |
$1.78M - $2.03M
|
297K
$41M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
16K+ 4.6% |
$1.76M - $2.02M
|
364K
$50.2M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.9K+ 11.88% |
$1.75M - $2M
|
150K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.7K+ 428.13% |
$1.73M - $1.98M
|
19.4K
$2.67M
|
|
|
Aug 29, 2024
Q1 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
15.4KNew |
$1.7M - $1.95M
|
15.4K
$2.13M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
15.2K+ 742.15% |
$1.67M - $1.91M
|
17.2K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.7K+ 36.55% |
$1.62M - $1.85M
|
54.8K
$7.56M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
14.2KNew |
$1.56M - $1.78M
|
14.2K
$1.95M
|