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 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.23KNew |
$215K - $255K
|
2.23K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.2KNew |
$212K - $251K
|
2.2K
$303K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.19KNew |
$212K - $250K
|
2.19K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.19KNew |
$211K - $250K
|
2.19K
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
2.17K+ 449.17% |
$210K - $248K
|
2.66K
$366K
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.17K+ 3.97% |
$209K - $247K
|
56.7K
$7.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.16KNew |
$209K - $247K
|
2.16K
$298K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.15KNew |
$207K - $245K
|
2.15K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$205K - $243K
|
2.13K
$293K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.09KNew |
$202K - $239K
|
2.09K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.09KNew |
$201K - $238K
|
2.09K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.09KNew |
$201K - $238K
|
2.09K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.08K+ 11.72% |
$201K - $237K
|
19.8K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.06KNew |
$198K - $235K
|
2.06K
$283K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.03KNew |
$196K - $232K
|
2.03K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.02K+ 18.63% |
$195K - $231K
|
12.9K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.99KNew |
$192K - $227K
|
1.99K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.98K+ 75.4% |
$191K - $226K
|
4.61K
$636K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.97KNew |
$190K - $224K
|
1.97K
$271K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$189K - $224K
|
1.96K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
1.95KNew |
$188K - $223K
|
1.95K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$188K - $223K
|
1.95K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.94KNew |
$187K - $221K
|
1.94K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$187K - $221K
|
1.94K
$267K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.93KNew |
$186K - $220K
|
1.93K
$266K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
1.93KNew |
$186K - $220K
|
1.93K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.91KNew |
$185K - $218K
|
1.91K
$264K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.9K+ 2.36% |
$184K - $217K
|
82.6K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
1.9KNew |
$183K - $217K
|
1.9K
$261K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.88KNew |
$182K - $215K
|
1.88K
$259K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.88KNew |
$181K - $214K
|
1.88K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.87K+ 5.87% |
$180K - $213K
|
33.7K
$4.64M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.87KNew |
$180K - $213K
|
1.87K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.87KNew |
$180K - $213K
|
1.87K
$257K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.86KNew |
$180K - $213K
|
1.86K
$257K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.86K+ 83.57% |
$179K - $212K
|
4.08K
$562K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.86K+ 83.57% |
$179K - $212K
|
4.08K
$562K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.86K+ 46.11% |
$179K - $212K
|
5.88K
$810K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.85KNew |
$179K - $211K
|
1.85K
$255K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$254K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.84KNew |
$178K - $210K
|
1.84K
$254K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.83KNew |
$177K - $209K
|
1.83K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$176K - $208K
|
1.83K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.82KNew |
$176K - $208K
|
1.82K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 5.41% |
$173K - $205K
|
35K
$4.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.78KNew |
$172K - $203K
|
1.78K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
1.77KNew |
$171K - $202K
|
1.77K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
1.77KNew |
$171K - $202K
|
1.77K
$244K
|