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 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.08KNew |
$229K - $262K
|
2.08K
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.07KNew |
$228K - $260K
|
2.07K
$285K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.05KNew |
$226K - $258K
|
2.05K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.02KNew |
$223K - $255K
|
2.02K
$279K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.02K+ 10.73% |
$223K - $255K
|
20.9K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.02K+ 113.58% |
$222K - $254K
|
3.79K
$522K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$221K - $252K
|
2K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.98KNew |
$218K - $250K
|
1.98K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
1.97KNew |
$217K - $248K
|
1.97K
$271K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.97K+ 5.58% |
$217K - $248K
|
37.3K
$5.13M
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.96KNew |
$216K - $246K
|
1.96K
$270K
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.96KNew |
$215K - $246K
|
1.96K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.94KNew |
$214K - $245K
|
1.94K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.94KNew |
$214K - $245K
|
1.94K
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.93K+ 59.09% |
$213K - $243K
|
5.2K
$716K
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.91KNew |
$210K - $240K
|
1.91K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.88KNew |
$207K - $237K
|
1.88K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.86KNew |
$205K - $234K
|
1.86K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.85K+ 5.79% |
$204K - $233K
|
33.8K
$4.66M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.85K+ 5.48% |
$204K - $233K
|
35.6K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.8KNew |
$198K - $227K
|
1.8K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.8K+ 17.57% |
$198K - $226K
|
12K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.79K+ 26.14% |
$197K - $225K
|
8.64K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.78KNew |
$196K - $224K
|
1.78K
$246K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.78KNew |
$196K - $224K
|
1.78K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.78K+ 4.91% |
$196K - $224K
|
38K
$5.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.78KNew |
$196K - $224K
|
1.78K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.78KNew |
$196K - $224K
|
1.78K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.77K+ 35.48% |
$195K - $223K
|
6.76K
$932K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.76KNew |
$194K - $221K
|
1.76K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.75KNew |
$193K - $221K
|
1.75K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
1.74KNew |
$192K - $220K
|
1.74K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.74K+ 9.45% |
$192K - $219K
|
20.2K
$2.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.73KNew |
$190K - $218K
|
1.73K
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.71KNew |
$189K - $216K
|
1.71K
$236K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.71KNew |
$188K - $215K
|
1.71K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.7KNew |
$188K - $215K
|
1.7K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.7KNew |
$188K - $214K
|
1.7K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.68KNew |
$185K - $212K
|
1.68K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.68KNew |
$185K - $211K
|
1.68K
$231K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.67KNew |
$184K - $210K
|
1.67K
$230K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.66KNew |
$183K - $210K
|
1.66K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.65KNew |
$182K - $208K
|
1.65K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.65KNew |
$182K - $207K
|
1.65K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.65KNew |
$181K - $207K
|
1.65K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.62KNew |
$178K - $203K
|
1.62K
$223K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.61KNew |
$178K - $203K
|
1.61K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$178K - $203K
|
1.61K
$222K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.6KNew |
$177K - $202K
|
1.6K
$221K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.6K+ 2.09% |
$176K - $202K
|
78.1K
$10.8M
|