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 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.76KNew |
$170K - $201K
|
1.76K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.73K+ 3.07% |
$167K - $198K
|
58.2K
$8.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.69K+ 12.77% |
$163K - $193K
|
14.9K
$2.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.69KNew |
$163K - $193K
|
1.69K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1.67K+ 4.9% |
$161K - $190K
|
35.7K
$5.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.61KNew |
$156K - $184K
|
1.61K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.6K+ 10.5% |
$154K - $183K
|
16.8K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.57K+ 12.41% |
$151K - $179K
|
14.2K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.51KNew |
$146K - $172K
|
1.51K
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.5K+ 70.42% |
$145K - $171K
|
3.63K
$514K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.42K+ 2.05% |
$137K - $162K
|
70.7K
$10M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
1.41K+ 62.18% |
$136K - $161K
|
3.68K
$520K
|
|
|
Jan 22, 2024
Q4 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
1.4KNew |
$135K - $160K
|
1.4K
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.4K+ 2.27% |
$135K - $160K
|
62.9K
$8.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.32K+ 21.54% |
$127K - $151K
|
7.46K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.3K+ 14.9% |
$125K - $148K
|
10K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.3K+ 66.67% |
$125K - $148K
|
3.25K
$460K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.28K+ 2.86% |
$124K - $146K
|
46.1K
$6.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.28K+ 2.26% |
$123K - $146K
|
57.9K
$8.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.19KNew |
$115K - $136K
|
1.19K
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.18K+ 19.18% |
$114K - $135K
|
7.35K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.18KNew |
$114K - $135K
|
1.18K
$167K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.18K+ 8.89% |
$114K - $134K
|
14.4K
$2.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 57.04% |
$113K - $134K
|
3.24K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.15K+ 10.54% |
$111K - $131K
|
12K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.12K+ 12.21% |
$108K - $128K
|
10.3K
$1.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.09K+ 15.73% |
$105K - $124K
|
7.99K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.06K+ 4.73% |
$103K - $121K
|
23.6K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.05K+ 1.16% |
$101K - $120K
|
91.7K
$13M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$101K - $120K
|
1.05K
$149K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.05K+ 41.48% |
$101K - $119K
|
3.57K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.04KNew |
$101K - $119K
|
1.04K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.04K+ 1.23% |
$101K - $119K
|
85.7K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
1.01K+ 5.78% |
$97.4K - $115K
|
18.5K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1K+ 32.84% |
$96.6K - $114K
|
4.05K
$574K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1K+ 26.67% |
$96.4K - $114K
|
4.75K
$673K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1KNew |
$96.4K - $114K
|
1K
$142K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
972+ 6.53% |
$93.7K - $111K
|
15.9K
$2.24M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
900+ 22.5% |
$86.8K - $103K
|
4.9K
$694K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
890+ 4.82% |
$85.8K - $102K
|
19.3K
$2.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
872+ 2.89% |
$84.1K - $99.5K
|
31K
$4.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
855+ 200.23% |
$82.5K - $97.6K
|
1.28K
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
843+ 15.05% |
$81.3K - $96.2K
|
6.44K
$912K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
835+ 7.61% |
$80.5K - $95.3K
|
11.8K
$1.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
828+ 1.41% |
$79.9K - $94.5K
|
59.6K
$8.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
822+ 3.59% |
$79.3K - $93.8K
|
23.7K
$3.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
819+ 5.95% |
$79K - $93.5K
|
14.6K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
793+ 67.15% |
$76.5K - $90.5K
|
1.97K
$280K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
786+ 741.51% |
$75.8K - $89.7K
|
892
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
779+ 26.86% |
$75.1K - $88.9K
|
3.68K
$521K
|