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 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
923+ 4.93% |
$102K - $116K
|
19.6K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
914+ 0.97% |
$101K - $115K
|
95.1K
$13.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
908+ 2.55% |
$100K - $114K
|
36.6K
$5.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
903+ 0.97% |
$99.5K - $114K
|
94.2K
$13.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
900+ 12.6% |
$99.2K - $113K
|
8.04K
$1.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
900+ 18.37% |
$99.2K - $113K
|
5.8K
$821K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
883+ 0.57% |
$97.3K - $111K
|
156K
$22.1M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
878+ 4.11% |
$96.8K - $111K
|
22.2K
$3.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
876+ 31.11% |
$96.6K - $110K
|
3.69K
$523K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
871+ 3.19% |
$96K - $110K
|
28.2K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
859New |
$94.7K - $108K
|
859
$122K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
815+ 22.49% |
$89.8K - $103K
|
4.44K
$629K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
807New |
$89K - $102K
|
807
$114K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
785+ 6.3% |
$86.5K - $98.9K
|
13.2K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
772+ 257.33% |
$85.1K - $97.2K
|
1.07K
$152K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
769+ 3.81% |
$84.8K - $96.9K
|
21K
$2.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
765+ 5.94% |
$84.3K - $96.4K
|
13.7K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
763+ 6.59% |
$84.1K - $96.1K
|
12.3K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
749+ 9.44% |
$82.6K - $94.3K
|
8.68K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
743+ 34.61% |
$81.9K - $93.6K
|
2.89K
$409K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
740+ 4.33% |
$81.6K - $93.2K
|
17.8K
$2.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
732+ 14.5% |
$80.7K - $92.2K
|
5.78K
$819K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
696+ 58.54% |
$76.7K - $87.7K
|
1.89K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
696+ 6.47% |
$76.7K - $87.7K
|
11.5K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
692+ 11.98% |
$76.3K - $87.2K
|
6.47K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
685+ 18.62% |
$75.5K - $86.3K
|
4.36K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
680+ 0.59% |
$75K - $85.7K
|
116K
$16.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
653+ 6.22% |
$72K - $82.3K
|
11.1K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
640+ 3.46% |
$70.5K - $80.6K
|
19.1K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
630+ 1.46% |
$69.4K - $79.4K
|
43.8K
$6.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
623+ 6.39% |
$68.7K - $78.5K
|
10.4K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
617+ 1.53% |
$68K - $77.7K
|
41K
$5.8M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
593+ 1.86% |
$65.4K - $74.7K
|
32.5K
$4.6M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
590+ 23.79% |
$65K - $74.3K
|
3.07K
$435K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
585+ 11.47% |
$64.5K - $73.7K
|
5.69K
$805K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
571+ 26.69% |
$62.9K - $71.9K
|
2.71K
$384K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
564+ 0.26% |
$62.2K - $71K
|
218K
$30.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
553+ 1.78% |
$61K - $69.7K
|
31.6K
$4.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
553+ 22.14% |
$61K - $69.7K
|
3.05K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
545New |
$60.1K - $68.6K
|
545
$77.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
539+ 5.23% |
$59.4K - $67.9K
|
10.8K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
522+ 10.28% |
$57.5K - $65.8K
|
5.6K
$793K
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
514+ 1.35% |
$56.7K - $64.7K
|
38.5K
$5.45M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
512+ 2.13% |
$56.4K - $64.5K
|
24.6K
$3.48M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
511+ 2.59% |
$56.3K - $64.4K
|
20.3K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
492+ 6.6% |
$54.2K - $62K
|
7.95K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
489+ 22.29% |
$53.9K - $61.6K
|
2.68K
$380K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
480+ 10.91% |
$52.9K - $60.5K
|
4.88K
$691K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
476+ 40.24% |
$52.5K - $60K
|
1.66K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
465+ 42.47% |
$51.3K - $58.6K
|
1.56K
$221K
|