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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
13.9K+ 24.97% |
$1.4M - $1.54M
|
69.5K
$9.65M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.38M - $1.51M
|
13.7K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.2K+ 105.51% |
$1.33M - $1.46M
|
25.7K
$3.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
12.9K+ 25.04% |
$1.3M - $1.43M
|
64.4K
$8.94M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
12.8K+ 12.95% |
$1.29M - $1.42M
|
112K
$15.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
12.7K+ 40.63% |
$1.28M - $1.41M
|
44.1K
$6.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.6K+ 9.91% |
$1.27M - $1.4M
|
140K
$19.5M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12.4K+ 18.23% |
$1.25M - $1.38M
|
80.7K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.3K+ 40.74% |
$1.24M - $1.37M
|
42.6K
$5.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
12.3K+ 9.23% |
$1.24M - $1.36M
|
146K
$20.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
11.8KNew |
$1.19M - $1.31M
|
11.8K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.7K+ 37.01% |
$1.18M - $1.3M
|
43.4K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6K+ 5.22% |
$1.17M - $1.29M
|
235K
$32.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
11.4K+ 81.87% |
$1.15M - $1.26M
|
25.3K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11KNew |
$1.11M - $1.22M
|
11K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.3KNew |
$1.04M - $1.14M
|
10.3K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10K+ 23.9% |
$1.01M - $1.11M
|
51.9K
$7.22M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.82K+ 10.49% |
$989K - $1.09M
|
103K
$14.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
9.64KNew |
$971K - $1.07M
|
9.64K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
9.5K+ 31.88% |
$957K - $1.05M
|
39.3K
$5.46M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
9.28K+ 350.74% |
$935K - $1.03M
|
11.9K
$1.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
8.97KNew |
$904K - $993K
|
8.97K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.84KNew |
$890K - $979K
|
8.84K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
8.79KNew |
$885K - $973K
|
8.79K
$1.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.63K+ 41.68% |
$869K - $955K
|
29.3K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.6K+ 232.32% |
$866K - $952K
|
12.3K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.46K+ 11.36% |
$852K - $936K
|
82.9K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.38K+ 3.23% |
$845K - $929K
|
268K
$37.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.15KNew |
$821K - $902K
|
8.15K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.05K+ 8.59% |
$811K - $892K
|
102K
$14.1M
|
|
|
Feb 09, 2024
Q3 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
8KNew |
$806K - $886K
|
8K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
7.77K+ 7.86% |
$783K - $861K
|
107K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.71K+ 11.5% |
$777K - $854K
|
74.8K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.69K+ 100.93% |
$775K - $852K
|
15.3K
$2.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
7.51K+ 4.28% |
$757K - $832K
|
183K
$25.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.19K+ 87.32% |
$724K - $796K
|
15.4K
$2.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7.16KNew |
$721K - $793K
|
7.16K
$995K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
6.61K+ 41.56% |
$666K - $732K
|
22.5K
$3.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.36K+ 24.25% |
$641K - $705K
|
32.6K
$4.53M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.29K+ 6.15% |
$633K - $696K
|
109K
$15.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.14K+ 19.61% |
$618K - $680K
|
37.4K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
6.12KNew |
$616K - $678K
|
6.12K
$850K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.96K+ 121.69% |
$601K - $661K
|
10.9K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
5.85K+ 16725.71% |
$590K - $648K
|
5.89K
$818K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.62K+ 44.08% |
$566K - $623K
|
18.4K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
5.62KNew |
$566K - $622K
|
5.62K
$781K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.43KNew |
$547K - $601K
|
5.43K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.33KNew |
$537K - $591K
|
5.33K
$741K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.26K+ 79.1% |
$529K - $582K
|
11.9K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5.2KNew |
$524K - $576K
|
5.2K
$723K
|