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
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
14.2K+ 4.14% |
$1.56M - $1.78M
|
356K
$49M
|
|
|
May 15, 2024
Q1 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
14.1KNew |
$1.56M - $1.78M
|
14.1K
$1.94M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13.7K+ 26.22% |
$1.51M - $1.73M
|
66K
$9.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
13.5K+ 18.31% |
$1.49M - $1.7M
|
87.1K
$12M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.1KNew |
$1.44M - $1.65M
|
13.1K
$1.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
BUY
|
- |
13K+ 31.1% |
$1.43M - $1.63M
|
54.7K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
12.8KNew |
$1.41M - $1.61M
|
12.8K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12.6KNew |
$1.38M - $1.58M
|
12.6K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.3K+ 14.33% |
$1.35M - $1.55M
|
98K
$13.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
12.1K+ 395.18% |
$1.33M - $1.52M
|
15.1K
$2.08M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.9KNew |
$1.31M - $1.5M
|
11.9K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
11.5KNew |
$1.27M - $1.45M
|
11.5K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
11.5KNew |
$1.27M - $1.45M
|
11.5K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.2K+ 33.1% |
$1.23M - $1.41M
|
44.9K
$6.18M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
11.1K+ 16.59% |
$1.23M - $1.4M
|
78.3K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.1K+ 25.36% |
$1.23M - $1.4M
|
55K
$7.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 10.36% |
$1.22M - $1.4M
|
118K
$16.3M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
11KNew |
$1.21M - $1.38M
|
11K
$1.51M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10.8K+ 13.05% |
$1.19M - $1.36M
|
93.3K
$12.9M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
10.7KNew |
$1.18M - $1.35M
|
10.7K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
10.6K+ 5.62% |
$1.17M - $1.34M
|
200K
$27.5M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.4K+ 139.04% |
$1.15M - $1.31M
|
17.9K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10.1K+ 51.37% |
$1.11M - $1.27M
|
29.7K
$4.09M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10K+ 70.52% |
$1.1M - $1.26M
|
24.2K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.89K+ 4.73% |
$1.09M - $1.25M
|
219K
$30.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
9.66K+ 8476.32% |
$1.07M - $1.22M
|
9.78K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
9.56KNew |
$1.05M - $1.2M
|
9.56K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.51K+ 38.7% |
$1.05M - $1.2M
|
34.1K
$4.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
9.21K+ 6137.33% |
$1.01M - $1.16M
|
9.36K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
9.2KNew |
$1.01M - $1.16M
|
9.2K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
9.13K+ 37.55% |
$1.01M - $1.15M
|
33.5K
$4.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9.11K+ 19.54% |
$1M - $1.15M
|
55.7K
$7.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.83KNew |
$973K - $1.11M
|
8.83K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
8.6K+ 31.41% |
$948K - $1.08M
|
36K
$4.96M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
8.53K+ 460.67% |
$940K - $1.07M
|
10.4K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.5KNew |
$937K - $1.07M
|
8.5K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.45K+ 39.09% |
$932K - $1.06M
|
30.1K
$4.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8.27K+ 12.35% |
$912K - $1.04M
|
75.3K
$10.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.26KNew |
$911K - $1.04M
|
8.26K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
8.08KNew |
$891K - $1.02M
|
8.08K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
8.05K+ 20.74% |
$887K - $1.01M
|
46.9K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8K+ 13.29% |
$882K - $1.01M
|
68.2K
$9.4M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.65KNew |
$844K - $964K
|
7.65K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
7.23KNew |
$797K - $910K
|
7.23K
$996K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.11KNew |
$784K - $896K
|
7.11K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.11K+ 196.76% |
$783K - $895K
|
10.7K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
7.02KNew |
$773K - $884K
|
7.02K
$967K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
7.01KNew |
$773K - $883K
|
7.01K
$966K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.92K+ 58.6% |
$763K - $872K
|
18.7K
$2.58M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
6.88K+ 5.81% |
$759K - $867K
|
125K
$17.3M
|