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 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.8K+ 43.93% |
$750K - $857K
|
22.3K
$3.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.75KNew |
$744K - $850K
|
6.75K
$929K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.74K+ 18.42% |
$742K - $848K
|
43.3K
$5.96M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
6.69K+ 0.24% |
$738K - $843K
|
2.81M
$387M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.56KNew |
$723K - $826K
|
6.56K
$904K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
6.45K+ 33.84% |
$711K - $812K
|
25.5K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6.33KNew |
$697K - $797K
|
6.33K
$871K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
6.22K+ 16.17% |
$685K - $783K
|
44.7K
$6.15M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.17KNew |
$681K - $778K
|
6.17K
$850K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.12K+ 30.27% |
$675K - $771K
|
26.3K
$3.63M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.04K+ 6.76% |
$665K - $760K
|
95.3K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.7K+ 77.89% |
$628K - $718K
|
13K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
5.65K+ 8.4% |
$623K - $712K
|
72.9K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
5.5K+ 76.39% |
$606K - $693K
|
12.7K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
5.16K+ 10.73% |
$569K - $650K
|
53.3K
$7.34M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.13K+ 23.52% |
$566K - $646K
|
27K
$3.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.05KNew |
$557K - $636K
|
5.05K
$695K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.92KNew |
$542K - $620K
|
4.92K
$678K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.8K+ 13.48% |
$529K - $605K
|
40.4K
$5.57M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.76K+ 24.76% |
$525K - $600K
|
24K
$3.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.76KNew |
$524K - $599K
|
4.76K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 6.48% |
$507K - $580K
|
75.6K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.59K+ 10.04% |
$506K - $578K
|
50.3K
$6.93M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.59K+ 11.26% |
$505K - $578K
|
45.3K
$6.24M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.5K+ 195.65% |
$496K - $567K
|
6.8K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.33K+ 3.23% |
$477K - $545K
|
138K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4.24KNew |
$468K - $534K
|
4.24K
$584K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
4.21K+ 32.13% |
$464K - $530K
|
17.3K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.02KNew |
$443K - $506K
|
4.02K
$554K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4K+ 118.71% |
$441K - $504K
|
7.38K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.97KNew |
$438K - $500K
|
3.97K
$547K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.89K+ 8.69% |
$429K - $490K
|
48.7K
$6.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.89K+ 6.4% |
$429K - $490K
|
64.7K
$8.92M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.89K+ 17.3% |
$429K - $490K
|
26.4K
$3.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.72K+ 14.99% |
$410K - $469K
|
28.5K
$3.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.68K+ 46.05% |
$406K - $463K
|
11.7K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 17.77% |
$405K - $463K
|
24.4K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.64K+ 9.54% |
$401K - $459K
|
41.8K
$5.76M
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
3.62KNew |
$399K - $456K
|
3.62K
$499K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.59KNew |
$396K - $452K
|
3.59K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.47K+ 53.14% |
$382K - $436K
|
9.99K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.36K+ 49.04% |
$370K - $423K
|
10.2K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
3.33K+ 3.46% |
$367K - $420K
|
99.7K
$13.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
3.28K+ 8.11% |
$362K - $414K
|
43.8K
$6.03M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.28K+ 9.73% |
$362K - $413K
|
37K
$5.09M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.26K+ 22.92% |
$359K - $410K
|
17.5K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.23KNew |
$355K - $406K
|
3.23K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.22K+ 17.8% |
$355K - $405K
|
21.3K
$2.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.16KNew |
$348K - $397K
|
3.16K
$435K
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
3.14K+ 2.76% |
$346K - $395K
|
117K
$16.1M
|