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 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-875- 26.69% |
$84.4K - $99.9K
|
2.4K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-879- 1.63% |
$84.8K - $100K
|
53K
$7.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-880- 1.42% |
$84.9K - $100K
|
61.2K
$8.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-894- 33.5% |
$86.2K - $102K
|
1.78K
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-903- 12.9% |
$87.1K - $103K
|
6.1K
$836K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-907- 16.79% |
$87.5K - $104K
|
4.5K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-929- 7.56% |
$89.6K - $106K
|
11.4K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-938- 1.11% |
$90.5K - $107K
|
83.9K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-940- 5.38% |
$90.7K - $107K
|
16.5K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-964- 1.09% |
$93K - $110K
|
87.2K
$12M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-977- 32.14% |
$94.2K - $112K
|
2.06K
$283K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 17.73% |
$96.4K - $114K
|
4.64K
$636K
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.02K- 2.18% |
$98.4K - $116K
|
45.7K
$6.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.04K- 2.39% |
$100K - $119K
|
42.6K
$5.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.04K- 7.99% |
$100K - $119K
|
12K
$1.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.05K- 2.48% |
$101K - $119K
|
41.1K
$5.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.08K- 3.4% |
$104K - $123K
|
30.7K
$4.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.08K- 1.51% |
$105K - $124K
|
70.8K
$9.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.09K- 7.93% |
$105K - $124K
|
12.7K
$1.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.11K- 0.95% |
$107K - $127K
|
115K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.12K- 0.04% |
$108K - $127K
|
2.8M
$384M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.16K- 1.04% |
$112K - $132K
|
110K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.18K- 0.45% |
$114K - $135K
|
260K
$35.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.19K- 12.95% |
$115K - $136K
|
8.01K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.24K- 4.95% |
$120K - $142K
|
23.8K
$3.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-1.24K- 3.85% |
$120K - $142K
|
31K
$4.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.25K- 2.69% |
$121K - $143K
|
45.2K
$6.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.3K- 1.6% |
$125K - $148K
|
80.1K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.35K- 10.45% |
$130K - $154K
|
11.5K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.41K- 4.07% |
$136K - $161K
|
33.3K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.42K- 16.04% |
$137K - $162K
|
7.42K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.42K- 21.58% |
$137K - $162K
|
5.16K
$708K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.46K- 19.33% |
$140K - $166K
|
6.07K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.48K- 5.11% |
$142K - $168K
|
27.4K
$3.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.56K- 10.38% |
$150K - $178K
|
13.5K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.57K- 19.95% |
$152K - $179K
|
6.31K
$865K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 13.56% |
$152K - $180K
|
10.1K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.63K- 3.3% |
$157K - $186K
|
47.7K
$6.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.64K- 1.73% |
$158K - $187K
|
93.3K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.65K- 19.39% |
$159K - $188K
|
6.84K
$938K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.65K- 19.41% |
$159K - $188K
|
6.85K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.66K- 1.72% |
$160K - $189K
|
94.6K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 7.43% |
$160K - $189K
|
20.7K
$2.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.7K- 44.18% |
$164K - $194K
|
2.15K
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.72K- 33.67% |
$165K - $196K
|
3.38K
$463K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 23.77% |
$172K - $204K
|
5.73K
$785K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.81KClosed |
$175K - $207K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.84K- 45.44% |
$177K - $210K
|
2.21K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.84K- 10.47% |
$177K - $210K
|
15.7K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 53.31% |
$186K - $221K
|
1.69K
$232K
|