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 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
778+ 682.46% |
$75K - $88.8K
|
892
$126K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
767+ 3.68% |
$74K - $87.5K
|
21.6K
$3.06M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
747+ 83.93% |
$72K - $85.3K
|
1.64K
$232K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
740+ 133.09% |
$71.4K - $84.5K
|
1.3K
$184K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
735+ 112.21% |
$70.9K - $83.9K
|
1.39K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
735+ 112.21% |
$70.9K - $83.9K
|
1.39K
$197K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
729+ 2.93% |
$70.3K - $83.2K
|
25.6K
$3.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
726+ 1.26% |
$70K - $82.9K
|
58.4K
$8.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
702+ 1.75% |
$67.7K - $80.1K
|
40.8K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
702+ 26.28% |
$67.7K - $80.1K
|
3.37K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
700+ 2.79% |
$67.5K - $79.9K
|
25.8K
$3.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
675+ 24.15% |
$65.1K - $77K
|
3.47K
$491K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
672+ 9.03% |
$64.8K - $76.7K
|
8.11K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
668+ 27.17% |
$64.4K - $76.2K
|
3.13K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
652+ 0.88% |
$62.9K - $74.4K
|
74.6K
$10.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
647+ 22.62% |
$62.4K - $73.8K
|
3.51K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
644+ 0.13% |
$62.1K - $73.5K
|
512K
$72.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
643+ 22.27% |
$62K - $73.4K
|
3.53K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
632+ 119.25% |
$61K - $72.1K
|
1.16K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
624+ 24.29% |
$60.2K - $71.2K
|
3.19K
$452K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
615New |
$59.3K - $70.2K
|
615
$87.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
613+ 19.44% |
$59.1K - $70K
|
3.77K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
610+ 29.98% |
$58.8K - $69.6K
|
2.65K
$375K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
600New |
$57.9K - $68.5K
|
600
$85K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
600+ 600.0% |
$57.9K - $68.5K
|
700
$99.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
582+ 1.51% |
$56.1K - $66.4K
|
39K
$5.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
575+ 46.52% |
$55.5K - $65.6K
|
1.81K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
569+ 7.68% |
$54.9K - $64.9K
|
7.97K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
564+ 17.63% |
$54.4K - $64.4K
|
3.76K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
551New |
$53.1K - $62.9K
|
551
$78K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
547+ 0.73% |
$52.8K - $62.4K
|
75.3K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
526+ 4.78% |
$50.7K - $60K
|
11.5K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
516+ 6.96% |
$49.8K - $58.9K
|
7.93K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
514+ 27.25% |
$49.6K - $58.7K
|
2.4K
$340K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
505+ 9.98% |
$48.7K - $57.6K
|
5.57K
$788K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
503+ 14.53% |
$48.5K - $57.4K
|
3.96K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
495+ 18.4% |
$47.7K - $56.5K
|
3.19K
$451K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
493+ 13.21% |
$47.5K - $56.3K
|
4.23K
$598K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
478+ 7.57% |
$46.1K - $54.6K
|
6.8K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
462+ 2.41% |
$44.6K - $52.7K
|
19.6K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
449+ 167.54% |
$43.3K - $51.2K
|
717
$102K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
447+ 10.54% |
$43.1K - $51K
|
4.69K
$664K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
435+ 1.1% |
$42K - $49.6K
|
40.2K
$5.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
435+ 9.85% |
$42K - $49.6K
|
4.85K
$687K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
430New |
$41.5K - $49.1K
|
430
$60.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
430+ 0.76% |
$41.5K - $49.1K
|
56.9K
$8.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
414+ 0.57% |
$39.9K - $47.2K
|
72.8K
$10.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
408+ 8.74% |
$39.3K - $46.6K
|
5.08K
$719K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
400+ 16.67% |
$38.6K - $45.7K
|
2.8K
$396K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
395+ 13.25% |
$38.1K - $45.1K
|
3.38K
$478K
|