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 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.13K+ 5.2% |
$345K - $395K
|
63.5K
$8.74M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.13K+ 258.91% |
$344K - $394K
|
4.33K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
3.1KNew |
$342K - $390K
|
3.1K
$427K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
3.07K+ 6.62% |
$338K - $387K
|
49.4K
$6.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.05K+ 86.88% |
$337K - $385K
|
6.57K
$905K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.05K+ 1.4% |
$336K - $384K
|
222K
$30.5M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.05K+ 1.4% |
$336K - $384K
|
222K
$30.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
3.05KNew |
$336K - $384K
|
3.05K
$420K
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.03KNew |
$334K - $382K
|
3.03K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.03KNew |
$333K - $381K
|
3.03K
$417K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.97K+ 3.28% |
$328K - $375K
|
93.7K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.96K+ 20.92% |
$326K - $372K
|
17.1K
$2.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
2.94K+ 92.57% |
$324K - $370K
|
6.12K
$843K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.9K+ 19.86% |
$319K - $365K
|
17.5K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.89KNew |
$318K - $364K
|
2.89K
$398K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.88KNew |
$317K - $362K
|
2.88K
$396K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.8K+ 5.55% |
$309K - $353K
|
53.3K
$7.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2.8K+ 0.31% |
$309K - $353K
|
899K
$124M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.75K+ 3.37% |
$303K - $346K
|
84.4K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.7KNew |
$298K - $340K
|
2.7K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
2.68KNew |
$295K - $337K
|
2.68K
$369K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2.65KNew |
$292K - $334K
|
2.65K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.59KNew |
$286K - $326K
|
2.59K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2.58K+ 86.0% |
$284K - $325K
|
5.58K
$769K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.57KNew |
$283K - $323K
|
2.57K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.56K+ 62.24% |
$282K - $322K
|
6.67K
$918K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.56K+ 4.07% |
$282K - $322K
|
65.4K
$9.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.55K+ 31.36% |
$281K - $321K
|
10.7K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.55K+ 1.13% |
$281K - $321K
|
228K
$31.4M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.49K+ 67.88% |
$274K - $313K
|
6.15K
$848K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.47K+ 15.82% |
$273K - $311K
|
18.1K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.46K+ 49.19% |
$271K - $310K
|
7.46K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
2.4K+ 108.79% |
$265K - $303K
|
4.61K
$635K
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.39KNew |
$263K - $300K
|
2.39K
$329K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.35KNew |
$259K - $296K
|
2.35K
$324K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.33KNew |
$257K - $293K
|
2.33K
$321K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.32KNew |
$256K - $293K
|
2.32K
$320K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.32K+ 3.16% |
$255K - $292K
|
75.7K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.31K+ 20.01% |
$255K - $291K
|
13.8K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.31K+ 10.53% |
$254K - $290K
|
24.2K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.3KNew |
$254K - $290K
|
2.3K
$317K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.27KNew |
$251K - $286K
|
2.27K
$313K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.27KNew |
$250K - $286K
|
2.27K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.21K+ 11.17% |
$244K - $279K
|
22K
$3.04M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
2.18K+ 7.31% |
$240K - $274K
|
31.9K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.18KNew |
$240K - $274K
|
2.18K
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 4.87% |
$240K - $274K
|
46.8K
$6.45M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.13K+ 3.98% |
$235K - $269K
|
55.8K
$7.69M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.11KNew |
$232K - $265K
|
2.11K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.08KNew |
$229K - $262K
|
2.08K
$287K
|