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 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 21.12% |
$193K - $229K
|
7.49K
$1.06M
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 4.05% |
$199K - $235K
|
48.8K
$6.92M
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.07K- 23.14% |
$200K - $236K
|
6.87K
$973K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.17K- 22.46% |
$209K - $248K
|
7.5K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.23K- 2.06% |
$215K - $255K
|
106K
$15.1M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.26K- 22.9% |
$218K - $258K
|
7.62K
$1.08M
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-2.31K- 95.78% |
$223K - $264K
|
102
$14.4K
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.33KClosed |
$225K - $266K
|
0
$0
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.35KClosed |
$227K - $268K
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.35K- 3.88% |
$227K - $269K
|
58.3K
$8.26M
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.36K- 66.58% |
$228K - $269K
|
1.18K
$168K
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.4K- 10.27% |
$231K - $273K
|
20.9K
$2.96M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.45K- 5.76% |
$237K - $280K
|
40.2K
$5.69M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.46K- 24.22% |
$237K - $280K
|
7.68K
$1.09M
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-2.5K- 50.84% |
$241K - $285K
|
2.42K
$342K
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.53K- 6.18% |
$244K - $289K
|
38.4K
$5.44M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.55K- 2.06% |
$246K - $291K
|
121K
$17.2M
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-2.57K- 28.42% |
$247K - $293K
|
6.46K
$915K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.59K- 1.13% |
$249K - $295K
|
226K
$31.9M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.74K- 9.48% |
$264K - $312K
|
26.1K
$3.7M
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.77K- 48.21% |
$267K - $316K
|
2.98K
$422K
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-2.78K- 6.17% |
$268K - $318K
|
42.3K
$5.99M
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.81K- 6.1% |
$271K - $320K
|
43.2K
$6.11M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.82K- 30.16% |
$271K - $321K
|
6.52K
$923K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.83K- 48.0% |
$273K - $323K
|
3.06K
$434K
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.88K- 1.3% |
$277K - $328K
|
219K
$30.9M
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.88K- 1.3% |
$277K - $328K
|
219K
$30.9M
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.9K- 10.93% |
$279K - $331K
|
23.6K
$3.34M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.11K- 8.44% |
$300K - $355K
|
33.7K
$4.77M
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.16K- 44.36% |
$304K - $360K
|
3.96K
$560K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.16K- 38.73% |
$305K - $361K
|
5K
$708K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.16K- 6.61% |
$305K - $361K
|
44.7K
$6.32M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.19K- 36.17% |
$307K - $364K
|
5.63K
$797K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.28K- 0.9% |
$316K - $374K
|
362K
$51.3M
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.38K- 8.01% |
$326K - $385K
|
38.8K
$5.49M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.52K- 8.72% |
$339K - $401K
|
36.8K
$5.21M
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.52K- 13.92% |
$339K - $402K
|
21.8K
$3.08M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.88K- 19.8% |
$374K - $442K
|
15.7K
$2.22M
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-3.99K- 49.25% |
$384K - $455K
|
4.11K
$582K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.05K- 9.98% |
$391K - $463K
|
36.6K
$5.18M
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-4.12K- 8.73% |
$397K - $470K
|
43.1K
$6.1M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.2K- 3.43% |
$405K - $480K
|
119K
$16.8M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.25K- 11.99% |
$410K - $485K
|
31.2K
$4.42M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.4K- 68.94% |
$424K - $502K
|
1.98K
$281K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.4K- 68.94% |
$424K - $502K
|
1.98K
$281K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.43K- 0.4% |
$427K - $506K
|
1.1M
$155M
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-4.55K- 28.89% |
$439K - $520K
|
11.2K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4.6K- 24.49% |
$444K - $525K
|
14.2K
$2.01M
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.81K- 6.24% |
$464K - $549K
|
72.3K
$10.2M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.85K- 11.62% |
$468K - $554K
|
36.9K
$5.23M
|