Purchases and Sales Made in Q3 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 1.76% |
$5.04K - $5.54K
|
2.8K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-53- 4.42% |
$5.34K - $5.87K
|
1.15K
$158K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-53- 2.6% |
$5.34K - $5.87K
|
1.99K
$273K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-53- 6.78% |
$5.34K - $5.87K
|
729
$100K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-55- 2.25% |
$5.54K - $6.09K
|
2.39K
$329K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-57- 2.45% |
$5.74K - $6.31K
|
2.27K
$312K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-58- 1.3% |
$5.84K - $6.42K
|
4.39K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-61- 0.96% |
$6.15K - $6.76K
|
6.28K
$863K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-62- 5.83% |
$6.25K - $6.87K
|
1K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-62- 0.91% |
$6.25K - $6.87K
|
6.79K
$933K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-65- 1.66% |
$6.55K - $7.2K
|
3.86K
$531K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-67- 2.48% |
$6.75K - $7.42K
|
2.64K
$363K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-71- 4.51% |
$7.15K - $7.86K
|
1.51K
$207K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-75- 4.87% |
$7.56K - $8.31K
|
1.47K
$202K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 2.31% |
$7.56K - $8.31K
|
3.18K
$437K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-75- 3.93% |
$7.56K - $8.31K
|
1.84K
$252K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-77- 2.56% |
$7.76K - $8.53K
|
2.93K
$403K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-77- 0.8% |
$7.76K - $8.53K
|
9.6K
$1.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-78- 1.25% |
$7.86K - $8.64K
|
6.14K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-80- 16.36% |
$8.06K - $8.86K
|
409
$56.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-80- 1.35% |
$8.06K - $8.86K
|
5.84K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-90- 1.36% |
$9.07K - $9.97K
|
6.52K
$897K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-92- 12.76% |
$9.27K - $10.2K
|
629
$86.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-99- 1.93% |
$9.97K - $11K
|
5.03K
$692K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 2.74% |
$10.1K - $11.1K
|
3.55K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-100- 2.6% |
$10.1K - $11.1K
|
3.75K
$516K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-100- 0.52% |
$10.1K - $11.1K
|
19.3K
$2.65M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-100- 3.63% |
$10.1K - $11.1K
|
2.65K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-100- 2.64% |
$10.1K - $11.1K
|
3.69K
$508K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-106- 0.94% |
$10.7K - $11.7K
|
11.2K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-108- 0.96% |
$10.9K - $12K
|
11.2K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-114- 11.04% |
$11.5K - $12.6K
|
919
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-115- 3.75% |
$11.6K - $12.7K
|
2.95K
$406K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-115- 5.22% |
$11.6K - $12.7K
|
2.09K
$287K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-117- 0.22% |
$11.8K - $13K
|
53.5K
$7.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-120- 0.22% |
$12.1K - $13.3K
|
53.3K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-123- 1.75% |
$12.4K - $13.6K
|
6.92K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-124- 2.51% |
$12.5K - $13.7K
|
4.82K
$662K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-125- 29.98% |
$12.6K - $13.8K
|
292
$40.2K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-129- 21.04% |
$13K - $14.3K
|
484
$66.6K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-129- 0.4% |
$13K - $14.3K
|
32.3K
$4.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-130- 1.5% |
$13.1K - $14.4K
|
8.57K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-132- 2.6% |
$13.3K - $14.6K
|
4.94K
$679K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-132- 1.29% |
$13.3K - $14.6K
|
10.1K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-132- 1.05% |
$13.3K - $14.6K
|
12.5K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-135- 4.51% |
$13.6K - $15K
|
2.86K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-137- 3.0% |
$13.8K - $15.2K
|
4.42K
$608K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-138- 1.02% |
$13.9K - $15.3K
|
13.4K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-140- 26.72% |
$14.1K - $15.5K
|
384
$52.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-142- 0.84% |
$14.3K - $15.7K
|
16.7K
$2.3M
|