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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
489+ 22.29% |
$53.9K - $61.6K
|
2.68K
$366K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
480+ 10.91% |
$52.9K - $60.5K
|
4.88K
$665K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
476+ 40.24% |
$52.5K - $60K
|
1.66K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
465+ 42.47% |
$51.3K - $58.6K
|
1.56K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
450+ 2.67% |
$49.6K - $56.7K
|
17.3K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
449+ 1.1% |
$49.5K - $56.6K
|
41.3K
$5.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
429+ 5.98% |
$47.3K - $54K
|
7.6K
$1.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
425+ 0.81% |
$46.8K - $53.5K
|
53K
$7.23M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
425+ 67.14% |
$46.8K - $53.5K
|
1.06K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
420+ 5.51% |
$46.3K - $52.9K
|
8.04K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
419+ 136.04% |
$46.2K - $52.8K
|
727
$99.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
417+ 12.28% |
$46K - $52.5K
|
3.81K
$520K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
413+ 11.44% |
$45.5K - $52K
|
4.02K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
413+ 4.26% |
$45.5K - $52K
|
10.1K
$1.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
410New |
$45.2K - $51.6K
|
410
$55.9K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
392+ 9.05% |
$43.2K - $49.4K
|
4.72K
$644K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
380+ 2.64% |
$41.9K - $47.9K
|
14.8K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
372+ 1.88% |
$41K - $46.9K
|
20.1K
$2.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
357+ 1.02% |
$39.4K - $45K
|
35.4K
$4.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
355+ 15.98% |
$39.1K - $44.7K
|
2.58K
$351K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
350+ 11.45% |
$38.6K - $44.1K
|
3.41K
$464K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
349+ 3.11% |
$38.5K - $44K
|
11.6K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
339+ 6.92% |
$37.4K - $42.7K
|
5.24K
$714K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
339+ 6.38% |
$37.4K - $42.7K
|
5.65K
$770K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
333+ 28.39% |
$36.7K - $41.9K
|
1.51K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
325+ 5.49% |
$35.8K - $40.9K
|
6.25K
$851K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
317+ 29.79% |
$34.9K - $39.9K
|
1.38K
$188K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
315+ 6.6% |
$34.7K - $39.7K
|
5.09K
$694K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
309+ 8.25% |
$34.1K - $38.9K
|
4.05K
$553K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
306+ 26.15% |
$33.7K - $38.5K
|
1.48K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
305+ 71.26% |
$33.6K - $38.4K
|
733
$99.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
299+ 0.53% |
$33K - $37.7K
|
57.2K
$7.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
297+ 14.4% |
$32.7K - $37.4K
|
2.36K
$322K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
296+ 5.0% |
$32.6K - $37.3K
|
6.22K
$848K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
293+ 1.0% |
$32.3K - $36.9K
|
29.5K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
278+ 7.96% |
$30.6K - $35K
|
3.77K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
277New |
$30.5K - $34.9K
|
277
$37.8K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
274+ 5.65% |
$30.2K - $34.5K
|
5.13K
$699K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
264+ 0.79% |
$29.1K - $33.3K
|
33.6K
$4.58M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
262+ 7.73% |
$28.9K - $33K
|
3.65K
$498K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
259New |
$28.5K - $32.6K
|
259
$35.3K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
257+ 124.76% |
$28.3K - $32.4K
|
463
$63.1K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
250+ 10.41% |
$27.6K - $31.5K
|
2.65K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
250+ 12.72% |
$27.6K - $31.5K
|
2.22K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
246+ 6.68% |
$27.1K - $31K
|
3.93K
$536K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
243+ 2.74% |
$26.8K - $30.6K
|
9.11K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
241+ 3.27% |
$26.6K - $30.4K
|
7.61K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
240+ 4.3% |
$26.5K - $30.2K
|
5.82K
$794K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
235+ 7.57% |
$25.9K - $29.6K
|
3.34K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
222New |
$24.5K - $28K
|
222
$30.3K
|