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 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
61.2K+ 1247.15% |
$5.9M - $6.98M
|
66.1K
$9.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
60.9KNew |
$5.87M - $6.95M
|
60.9K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
59.8K+ 75.51% |
$5.77M - $6.83M
|
139K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.7K+ 15.76% |
$5.18M - $6.13M
|
395K
$55.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
53.7KNew |
$5.18M - $6.13M
|
53.7K
$7.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
46.6KNew |
$4.5M - $5.32M
|
46.6K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
46.6K+ 19.84% |
$4.49M - $5.32M
|
281K
$39.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
45.6K+ 24.91% |
$4.4M - $5.21M
|
229K
$32.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
44.8K+ 11.69% |
$4.32M - $5.11M
|
428K
$60.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
40.9K+ 20.81% |
$3.94M - $4.67M
|
237K
$33.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
40.4KNew |
$3.9M - $4.62M
|
40.4K
$5.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
39.5K+ 44.34% |
$3.81M - $4.51M
|
129K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
38.2K+ 406.49% |
$3.68M - $4.36M
|
47.6K
$6.74M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
38KNew |
$3.66M - $4.33M
|
38K
$5.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.7K+ 3.89% |
$3.64M - $4.31M
|
1.01M
$143M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
37.5K+ 30.87% |
$3.61M - $4.28M
|
159K
$22.5M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
35.3KNew |
$3.4M - $4.03M
|
35.3K
$5M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
35KNew |
$3.37M - $3.99M
|
35K
$4.95M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
34.6KNew |
$3.34M - $3.95M
|
34.6K
$4.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
33.7KNew |
$3.25M - $3.85M
|
33.7K
$4.78M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
32.9KNew |
$3.17M - $3.75M
|
32.9K
$4.66M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
32.6K+ 172.44% |
$3.15M - $3.72M
|
51.5K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
32K+ 46.07% |
$3.09M - $3.65M
|
101K
$14.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32KNew |
$3.09M - $3.65M
|
32K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
31.7K+ 34.36% |
$3.06M - $3.62M
|
124K
$17.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.6K+ 29.56% |
$2.95M - $3.49M
|
134K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
30.4K+ 115.5% |
$2.94M - $3.47M
|
56.8K
$8.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
29.2KNew |
$2.82M - $3.34M
|
29.2K
$4.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.4K+ 72.26% |
$2.74M - $3.25M
|
67.8K
$9.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.3K+ 6.07% |
$2.73M - $3.23M
|
494K
$70M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
28.3KNew |
$2.73M - $3.23M
|
28.3K
$4M
|
|
|
Jan 09, 2024
Q4 2023
|
Platt Investment Counsel, LLC
|
BUY
|
- |
27.9KNew |
$2.69M - $3.18M
|
27.9K
$3.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
27.8KNew |
$2.68M - $3.17M
|
27.8K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.7K+ 425.13% |
$2.68M - $3.17M
|
34.3K
$4.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
27.6K+ 18.92% |
$2.66M - $3.15M
|
173K
$24.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
27.4K+ 31.99% |
$2.65M - $3.13M
|
113K
$16M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.6K+ 23.69% |
$2.47M - $2.93M
|
134K
$19M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.9K+ 74.78% |
$2.31M - $2.73M
|
56K
$7.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22.5KNew |
$2.17M - $2.57M
|
22.5K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.3K+ 33.75% |
$2.16M - $2.55M
|
88.6K
$12.5M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
21.9KNew |
$2.11M - $2.5M
|
21.9K
$3.1M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.8KNew |
$2.1M - $2.49M
|
21.8K
$3.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
21.4KNew |
$2.06M - $2.44M
|
21.4K
$3.03M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
20.6KNew |
$1.98M - $2.35M
|
20.6K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
20.5K+ 110.81% |
$1.98M - $2.34M
|
39K
$5.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.6K+ 466.99% |
$1.89M - $2.24M
|
23.8K
$3.38M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
18.7KNew |
$1.8M - $2.14M
|
18.7K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 35.28% |
$1.78M - $2.11M
|
70.9K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
17.7K+ 141.32% |
$1.7M - $2.02M
|
30.2K
$4.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
17.4K+ 243.39% |
$1.68M - $1.99M
|
24.6K
$3.48M
|