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 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.6KNew |
$176K - $202K
|
1.6K
$220K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.6KNew |
$176K - $202K
|
1.6K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.6K+ 12.63% |
$176K - $201K
|
14.3K
$1.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.59KNew |
$176K - $201K
|
1.59K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.59K+ 8.41% |
$175K - $201K
|
20.5K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.59KNew |
$175K - $201K
|
1.59K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.59KNew |
$175K - $200K
|
1.59K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.59KNew |
$175K - $200K
|
1.59K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.58KNew |
$175K - $200K
|
1.58K
$218K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.55K+ 35.54% |
$171K - $195K
|
5.92K
$815K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.55K+ 7.52% |
$170K - $195K
|
22.1K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.54K+ 16.35% |
$170K - $194K
|
11K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.54K+ 7.11% |
$169K - $193K
|
23.1K
$3.19M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.51K+ 20.31% |
$166K - $190K
|
8.93K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.45KNew |
$160K - $182K
|
1.45K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.43K+ 11.67% |
$158K - $180K
|
13.7K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
1.43K+ 11.55% |
$157K - $180K
|
13.8K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.42K+ 48.12% |
$157K - $179K
|
4.38K
$603K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.42K+ 25.24% |
$157K - $179K
|
7.05K
$970K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.41K+ 1991.55% |
$156K - $178K
|
1.49K
$205K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.41K+ 5.98% |
$155K - $177K
|
25K
$3.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 24.54% |
$155K - $177K
|
7.13K
$982K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.4K+ 3.99% |
$154K - $176K
|
36.4K
$5.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.39K+ 8.54% |
$153K - $175K
|
17.6K
$2.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.34K+ 34.79% |
$147K - $169K
|
5.18K
$714K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.33KNew |
$146K - $167K
|
1.33K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.24K+ 62.87% |
$137K - $156K
|
3.22K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 84.35% |
$134K - $153K
|
2.66K
$367K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.2K+ 60.51% |
$133K - $152K
|
3.19K
$440K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.2K+ 16.11% |
$132K - $151K
|
8.66K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.19K+ 3.35% |
$131K - $150K
|
36.7K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.18K+ 28.93% |
$130K - $148K
|
5.24K
$721K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17K+ 2.17% |
$129K - $147K
|
55K
$7.58M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.17KNew |
$128K - $147K
|
1.17K
$160K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.15K+ 90.02% |
$127K - $145K
|
2.44K
$336K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.13K+ 45.98% |
$124K - $142K
|
3.58K
$493K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 13.79% |
$123K - $141K
|
9.23K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.11K+ 6.4% |
$123K - $140K
|
18.5K
$2.55M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.11K+ 1.32% |
$122K - $140K
|
85.3K
$11.7M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.11K+ 23.64% |
$122K - $140K
|
5.8K
$798K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.11K+ 46.51% |
$122K - $139K
|
3.49K
$480K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.11K+ 3.36% |
$122K - $139K
|
34K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.1K+ 18.99% |
$121K - $138K
|
6.87K
$946K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.09K+ 127.65% |
$121K - $138K
|
1.95K
$269K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.09K+ 56.41% |
$120K - $137K
|
3.01K
$415K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 3.12% |
$118K - $135K
|
35.5K
$4.89M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.07K+ 64.72% |
$118K - $135K
|
2.73K
$376K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1.06K+ 39.92% |
$116K - $133K
|
3.7K
$510K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 27.18% |
$113K - $129K
|
4.79K
$659K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
995+ 9.89% |
$110K - $125K
|
11.1K
$1.52M
|