Purchases and Sales Made in Q4 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
174+ 5.93% |
$16.8K - $19.9K
|
3.11K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
172+ 0.93% |
$16.6K - $19.6K
|
18.8K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
161+ 4.43% |
$15.5K - $18.4K
|
3.8K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
159+ 0.55% |
$15.3K - $18.1K
|
29K
$4.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
158+ 0.1% |
$15.2K - $18K
|
155K
$22.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
158New |
$15.2K - $18K
|
158
$22.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
154+ 0.97% |
$14.9K - $17.6K
|
16.1K
$2.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
153+ 5.24% |
$14.8K - $17.5K
|
3.07K
$437K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
150+ 0.42% |
$14.5K - $17.1K
|
35.5K
$5.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
149+ 0.04% |
$14.4K - $17K
|
342K
$48.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
147+ 8.2% |
$14.2K - $16.8K
|
1.94K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
146+ 5.2% |
$14.1K - $16.7K
|
2.95K
$420K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
145+ 27.1% |
$14K - $16.5K
|
680
$96.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
141+ 6.2% |
$13.6K - $16.1K
|
2.42K
$343K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
136+ 1.24% |
$13.1K - $15.5K
|
11.1K
$1.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
135New |
$13K - $15.4K
|
135
$19.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
126+ 1.43% |
$12.2K - $14.4K
|
8.91K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
124+ 3.47% |
$12K - $14.2K
|
3.7K
$526K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
124+ 3.54% |
$12K - $14.2K
|
3.62K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
115+ 3.23% |
$11.1K - $13.1K
|
3.67K
$521K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
111+ 3.19% |
$10.7K - $12.7K
|
3.59K
$511K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
111+ 0.35% |
$10.7K - $12.7K
|
31.7K
$4.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
110+ 3.17% |
$10.6K - $12.6K
|
3.58K
$509K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
110New |
$10.6K - $12.6K
|
110
$15.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
109New |
$10.5K - $12.4K
|
109
$15.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
106+ 0.97% |
$10.2K - $12.1K
|
11K
$1.56M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
105+ 1.66% |
$10.1K - $12K
|
6.42K
$913K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
101+ 4.54% |
$9.74K - $11.5K
|
2.33K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 9.23% |
$9.64K - $11.4K
|
1.18K
$168K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100+ 6.46% |
$9.64K - $11.4K
|
1.65K
$234K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
100+ 1.03% |
$9.64K - $11.4K
|
9.77K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
97+ 97.98% |
$9.35K - $11.1K
|
196
$27.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
96+ 21.24% |
$9.26K - $11K
|
548
$77.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
95New |
$9.16K - $10.8K
|
95
$13.5K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
95+ 3.83% |
$9.16K - $10.8K
|
2.57K
$366K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
95+ 0.25% |
$9.16K - $10.8K
|
37.4K
$5.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
94+ 94.0% |
$9.07K - $10.7K
|
194
$27.6K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
92+ 1.28% |
$8.87K - $10.5K
|
7.27K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
92+ 0.38% |
$8.87K - $10.5K
|
24K
$3.42M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
92+ 2.84% |
$8.87K - $10.5K
|
3.33K
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
84+ 0.24% |
$8.1K - $9.59K
|
35.6K
$5.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81New |
$7.81K - $9.24K
|
81
$11.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
81+ 1.63% |
$7.81K - $9.24K
|
5.05K
$717K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
80+ 0.52% |
$7.72K - $9.13K
|
15.5K
$2.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 7.49% |
$7.62K - $9.02K
|
1.13K
$161K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
77+ 4.29% |
$7.43K - $8.79K
|
1.87K
$266K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
75+ 100.0% |
$7.23K - $8.56K
|
150
$21.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
70+ 7.53% |
$6.75K - $7.99K
|
1K
$142K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
66+ 22.6% |
$6.37K - $7.53K
|
358
$50.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 2.83% |
$6.17K - $7.3K
|
2.32K
$330K
|