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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-27- 0.76% |
$2.6K - $3.08K
|
3.52K
$498K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-29- 31.18% |
$2.8K - $3.31K
|
64
$9.06K
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-30- 0.47% |
$2.89K - $3.42K
|
6.36K
$901K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-30- 3.82% |
$2.89K - $3.42K
|
756
$107K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-30- 1.17% |
$2.89K - $3.42K
|
2.54K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-33- 1.12% |
$3.18K - $3.77K
|
2.92K
$413K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-34- 0.75% |
$3.28K - $3.88K
|
4.48K
$634K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-39- 0.79% |
$3.76K - $4.45K
|
4.9K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-40- 3.62% |
$3.86K - $4.57K
|
1.06K
$151K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-43- 0.89% |
$4.15K - $4.91K
|
4.77K
$675K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-43- 1.0% |
$4.15K - $4.91K
|
4.26K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-47- 21.08% |
$4.53K - $5.36K
|
176
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-49- 10.12% |
$4.73K - $5.59K
|
435
$61.6K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-50- 1.76% |
$4.82K - $5.71K
|
2.79K
$395K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 16.67% |
$4.82K - $5.71K
|
250
$35.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 3.5% |
$4.82K - $5.71K
|
1.38K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-52- 0.52% |
$5.01K - $5.93K
|
10K
$1.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-54- 1.82% |
$5.21K - $6.16K
|
2.91K
$411K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-56- 1.37% |
$5.4K - $6.39K
|
4.03K
$571K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-59- 0.23% |
$5.69K - $6.73K
|
25.1K
$3.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-61- 0.46% |
$5.88K - $6.96K
|
13.3K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-66- 1.37% |
$6.37K - $7.53K
|
4.75K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-70- 18.72% |
$6.75K - $7.99K
|
304
$43K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-73- 0.14% |
$7.04K - $8.33K
|
52.6K
$7.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 5.85% |
$7.23K - $8.56K
|
1.21K
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-75- 0.92% |
$7.23K - $8.56K
|
8.05K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-75- 0.95% |
$7.23K - $8.56K
|
7.81K
$1.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-75- 0.39% |
$7.23K - $8.56K
|
18.9K
$2.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-75- 1.32% |
$7.23K - $8.56K
|
5.61K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-76- 2.13% |
$7.33K - $8.67K
|
3.49K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-79- 0.78% |
$7.62K - $9.02K
|
10K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-79- 35.27% |
$7.62K - $9.02K
|
145
$20.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-80- 2.37% |
$7.72K - $9.13K
|
3.3K
$467K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-83- 2.67% |
$8K - $9.47K
|
3.03K
$429K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-83- 3.27% |
$8K - $9.47K
|
2.45K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-84- 2.41% |
$8.1K - $9.59K
|
3.41K
$482K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-85- 3.21% |
$8.2K - $9.7K
|
2.57K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-86- 0.73% |
$8.29K - $9.82K
|
11.7K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-89- 0.45% |
$8.58K - $10.2K
|
19.8K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-90- 2.01% |
$8.68K - $10.3K
|
4.4K
$623K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-93- 4.1% |
$8.97K - $10.6K
|
2.18K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-100- 18.55% |
$9.64K - $11.4K
|
439
$62.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 3.62% |
$9.64K - $11.4K
|
2.66K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-101- 3.2% |
$9.74K - $11.5K
|
3.06K
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-103- 42.56% |
$9.93K - $11.8K
|
139
$19.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-104- 34.44% |
$10K - $11.9K
|
198
$28K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-111- 1.6% |
$10.7K - $12.7K
|
6.84K
$968K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-115- 2.62% |
$11.1K - $13.1K
|
4.27K
$605K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-118- 0.54% |
$11.4K - $13.5K
|
21.6K
$3.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-122- 82.99% |
$11.8K - $13.9K
|
25
$3.54K
|