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 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4.6K- 24.49% |
$444K - $525K
|
14.2K
$1.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.81K- 6.24% |
$464K - $549K
|
72.3K
$9.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.85K- 11.62% |
$468K - $554K
|
36.9K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.9K- 91.08% |
$473K - $559K
|
480
$65.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.18K- 2.32% |
$499K - $591K
|
217K
$29.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5.2K- 97.58% |
$502K - $594K
|
129
$17.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-5.37K- 62.15% |
$518K - $613K
|
3.27K
$448K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.73K- 0.22% |
$553K - $654K
|
2.63M
$361M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-5.94K- 75.99% |
$573K - $678K
|
1.88K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-5.96K- 57.94% |
$575K - $680K
|
4.33K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5.98K- 38.75% |
$576K - $682K
|
9.44K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.04K- 23.87% |
$583K - $690K
|
19.3K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.13K- 49.3% |
$591K - $699K
|
6.3K
$864K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.21K- 15.15% |
$599K - $709K
|
34.8K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-6.45K- 66.14% |
$622K - $736K
|
3.3K
$453K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.54K- 49.39% |
$631K - $746K
|
6.7K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.58K- 2.51% |
$635K - $751K
|
255K
$35M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-6.76K- 16.9% |
$652K - $771K
|
33.2K
$4.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-7.1K- 21.78% |
$685K - $810K
|
25.5K
$3.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.16K- 7.03% |
$690K - $817K
|
94.6K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-7.37K- 6.12% |
$711K - $842K
|
113K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-7.39K- 62.39% |
$713K - $843K
|
4.46K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.7K- 2.16% |
$742K - $878K
|
348K
$47.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.95K- 20.62% |
$863K - $1.02M
|
34.4K
$4.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.11K- 47.41% |
$878K - $1.04M
|
10.1K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-9.2K- 43.81% |
$887K - $1.05M
|
11.8K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-9.53K- 53.08% |
$919K - $1.09M
|
8.42K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.7K- 2.71% |
$935K - $1.11M
|
348K
$47.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-10.3K- 9.64% |
$992K - $1.17M
|
96.4K
$13.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 23.02% |
$1.01M - $1.2M
|
35.2K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-10.7K- 18.87% |
$1.03M - $1.22M
|
46.1K
$6.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-11K- 59.01% |
$1.06M - $1.25M
|
7.64K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11K- 41.3% |
$1.06M - $1.26M
|
15.6K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-11.1K- 3.94% |
$1.07M - $1.27M
|
271K
$37.2M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-11.4K- 4.92% |
$1.1M - $1.3M
|
220K
$30.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-11.4K- 80.7% |
$1.1M - $1.3M
|
2.73K
$375K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-11.8K- 61.29% |
$1.14M - $1.35M
|
7.46K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.6K- 37.05% |
$1.21M - $1.43M
|
21.4K
$2.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-13.3K- 99.15% |
$1.28M - $1.52M
|
114
$15.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.4K- 9.58% |
$1.29M - $1.53M
|
127K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.8K- 26.5% |
$1.33M - $1.57M
|
38.2K
$5.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.7K- 6.69% |
$1.41M - $1.67M
|
204K
$28M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-14.7K- 58.82% |
$1.41M - $1.67M
|
10.3K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.8K- 57.37% |
$1.42M - $1.68M
|
11K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-14.9K- 26.83% |
$1.44M - $1.7M
|
40.7K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-14.9K- 92.71% |
$1.44M - $1.7M
|
1.17K
$161K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-15.6K- 12.43% |
$1.51M - $1.78M
|
110K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.9K- 72.66% |
$1.63M - $1.92M
|
6.35K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-17K- 19.08% |
$1.64M - $1.94M
|
72.1K
$9.89M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17K- 82.92% |
$1.64M - $1.94M
|
3.51K
$481K
|