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 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
395+ 3.53% |
$38.1K - $45.1K
|
11.6K
$1.64M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
393+ 2.95% |
$37.9K - $44.9K
|
13.7K
$1.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
393+ 0.74% |
$37.9K - $44.9K
|
53.6K
$7.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
392+ 9.95% |
$37.8K - $44.7K
|
4.33K
$613K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
385+ 5.67% |
$37.1K - $43.9K
|
7.18K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
384+ 0.16% |
$37K - $43.8K
|
237K
$33.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
382+ 10.38% |
$36.8K - $43.6K
|
4.06K
$575K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
382+ 4.93% |
$36.8K - $43.6K
|
8.12K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
376+ 1.81% |
$36.3K - $42.9K
|
21.1K
$2.99M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
370+ 12.23% |
$35.7K - $42.2K
|
3.4K
$481K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
368+ 117.57% |
$35.5K - $42K
|
681
$96.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
365+ 12.07% |
$35.2K - $41.7K
|
3.39K
$480K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
354+ 48.83% |
$34.1K - $40.4K
|
1.08K
$153K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
339+ 7.5% |
$32.7K - $38.7K
|
4.86K
$688K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
337+ 6.83% |
$32.5K - $38.5K
|
5.27K
$746K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
335+ 14.14% |
$32.3K - $38.2K
|
2.7K
$383K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
331+ 1.98% |
$31.9K - $37.8K
|
17.1K
$2.42M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
325New |
$31.3K - $37.1K
|
325
$46K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
316+ 4.33% |
$30.5K - $36.1K
|
7.61K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
305+ 4.2% |
$29.4K - $34.8K
|
7.56K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
305New |
$29.4K - $34.8K
|
305
$43.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
302+ 14.23% |
$29.1K - $34.5K
|
2.42K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
300+ 1.58% |
$28.9K - $34.2K
|
19.2K
$2.72M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
295+ 32.85% |
$28.4K - $33.7K
|
1.19K
$169K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
294+ 6.46% |
$28.4K - $33.6K
|
4.85K
$686K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
275+ 10.82% |
$26.5K - $31.4K
|
2.82K
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
272+ 8.78% |
$26.2K - $31K
|
3.37K
$477K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
264New |
$25.5K - $30.1K
|
264
$37.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
264+ 0.72% |
$25.5K - $30.1K
|
36.9K
$5.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$24.1K - $28.5K
|
250
$35.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
248+ 2.26% |
$23.9K - $28.3K
|
11.2K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
242+ 1.95% |
$23.3K - $27.6K
|
12.6K
$1.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
239+ 1.22% |
$23K - $27.3K
|
19.8K
$2.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
237+ 5.21% |
$22.9K - $27K
|
4.79K
$678K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
233+ 8.27% |
$22.5K - $26.6K
|
3.05K
$432K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
226New |
$21.8K - $25.8K
|
226
$32K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
220+ 6.66% |
$21.2K - $25.1K
|
3.53K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
210New |
$20.3K - $24K
|
210
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
206New |
$19.9K - $23.5K
|
206
$29.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
202+ 4.22% |
$19.5K - $23.1K
|
4.99K
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
200New |
$19.3K - $22.8K
|
200
$28.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$19.3K - $22.8K
|
200
$28.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
193+ 2.98% |
$18.6K - $22K
|
6.68K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
192+ 94.12% |
$18.5K - $21.9K
|
396
$56.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
190+ 8.3% |
$18.3K - $21.7K
|
2.48K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
190New |
$18.3K - $21.7K
|
190
$26.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
188+ 18800.0% |
$18.1K - $21.5K
|
189
$26.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
183+ 2.63% |
$17.6K - $20.9K
|
7.14K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
181+ 0.36% |
$17.5K - $20.7K
|
50.8K
$7.19M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
181New |
$17.5K - $20.7K
|
181
$25.6K
|