Purchases and Sales Made in Q4 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 2024. 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 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 3.16% |
$16.7K - $18.3K
|
3.9K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-128- 0.61% |
$16.9K - $18.4K
|
20.9K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-135- 4.46% |
$17.8K - $19.4K
|
2.89K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-135- 3.83% |
$17.8K - $19.4K
|
3.39K
$463K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-139- 3.99% |
$18.3K - $20K
|
3.35K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-139- 3.64% |
$18.3K - $20K
|
3.68K
$501K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-144- 1.31% |
$19K - $20.7K
|
10.8K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-148- 2.56% |
$19.5K - $21.3K
|
5.63K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-155- 6.5% |
$20.4K - $22.3K
|
2.23K
$304K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-159- 33.4% |
$20.9K - $22.9K
|
317
$43.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-164- 5.72% |
$21.6K - $23.6K
|
2.71K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-164- 8.2% |
$21.6K - $23.6K
|
1.84K
$250K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-165- 5.48% |
$21.7K - $23.8K
|
2.85K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-166- 9.29% |
$21.9K - $23.9K
|
1.62K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-167- 1.36% |
$22K - $24K
|
12.1K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-167- 4.46% |
$22K - $24K
|
3.58K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-172- 2.16% |
$22.7K - $24.8K
|
7.8K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-172- 3.51% |
$22.7K - $24.8K
|
4.73K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-173- 0.95% |
$22.8K - $24.9K
|
18.1K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-173- 6.84% |
$22.8K - $24.9K
|
2.36K
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-189- 57.27% |
$24.9K - $27.2K
|
141
$19.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-189- 3.44% |
$24.9K - $27.2K
|
5.31K
$723K
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-190- 2.89% |
$25K - $27.4K
|
6.38K
$870K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 4.68% |
$26.4K - $28.8K
|
4.07K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-204- 69.39% |
$26.9K - $29.4K
|
90
$12.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-205- 26.52% |
$27K - $29.5K
|
568
$77.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-208- 5.19% |
$27.4K - $29.9K
|
3.8K
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-210- 0.49% |
$27.7K - $30.2K
|
42.8K
$5.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-212- 0.55% |
$27.9K - $30.5K
|
38.1K
$5.19M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-216- 0.88% |
$28.5K - $31.1K
|
24.2K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-216- 2.06% |
$28.5K - $31.1K
|
10.3K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-220- 11.29% |
$29K - $31.7K
|
1.73K
$236K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-222- 9.54% |
$29.3K - $32K
|
2.11K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-226- 1.69% |
$29.8K - $32.5K
|
13.1K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-229- 1.13% |
$30.2K - $33K
|
20K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-231- 12.61% |
$30.4K - $33.3K
|
1.6K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-232- 2.1% |
$30.6K - $33.4K
|
10.8K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-236- 2.28% |
$31.1K - $34K
|
10.1K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-238- 1.73% |
$31.4K - $34.3K
|
13.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-238- 11.38% |
$31.4K - $34.3K
|
1.85K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-240- 6.0% |
$31.6K - $34.6K
|
3.76K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-243- 1.26% |
$32K - $35K
|
19.1K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-244- 1.05% |
$32.1K - $35.1K
|
22.9K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-246- 4.14% |
$32.4K - $35.4K
|
5.69K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-247- 12.84% |
$32.5K - $35.6K
|
1.68K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-251- 8.75% |
$33.1K - $36.1K
|
2.62K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-251- 4.57% |
$33.1K - $36.1K
|
5.24K
$714K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-253- 12.56% |
$33.3K - $36.4K
|
1.76K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-255- 11.17% |
$33.6K - $36.7K
|
2.03K
$276K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-261- 1.92% |
$34.4K - $37.6K
|
13.3K
$1.81M
|