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 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-448- 0.82% |
$59K - $64.5K
|
53.9K
$7.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-452- 6.91% |
$59.6K - $65.1K
|
6.09K
$830K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-477- 1.97% |
$62.8K - $68.7K
|
23.7K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-524- 0.41% |
$69K - $75.5K
|
127K
$17.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-524- 21.18% |
$69K - $75.5K
|
1.95K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-567- 15.93% |
$74.7K - $81.6K
|
2.99K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-569- 5.26% |
$75K - $81.9K
|
10.3K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-570- 0.87% |
$75.1K - $82.1K
|
64.9K
$8.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-597- 76.93% |
$78.7K - $86K
|
179
$24.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-600- 21.43% |
$79.1K - $86.4K
|
2.2K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-613- 9.31% |
$80.8K - $88.3K
|
5.97K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-629- 4.66% |
$82.9K - $90.6K
|
12.9K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-630- 28.25% |
$83K - $90.7K
|
1.6K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-667- 3.76% |
$87.9K - $96K
|
17.1K
$2.33M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-670- 1.79% |
$88.3K - $96.5K
|
36.7K
$5.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-675- 19.31% |
$88.9K - $97.2K
|
2.82K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-690- 15.05% |
$90.9K - $99.4K
|
3.9K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-692- 1.77% |
$91.2K - $99.6K
|
38.5K
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-705- 1.19% |
$92.9K - $102K
|
58.7K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-723- 0.63% |
$95.3K - $104K
|
114K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-751- 13.56% |
$99K - $108K
|
4.79K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-754- 86.67% |
$99.3K - $109K
|
116
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-755- 24.85% |
$99.5K - $109K
|
2.28K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-764- 7.48% |
$101K - $110K
|
9.45K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-770- 2.18% |
$101K - $111K
|
34.6K
$4.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-825- 2.67% |
$109K - $119K
|
30.1K
$4.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-829- 2.89% |
$109K - $119K
|
27.9K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-840- 5.48% |
$111K - $121K
|
14.5K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-846- 3.74% |
$111K - $122K
|
21.8K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-852- 9.12% |
$112K - $123K
|
8.49K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-852- 35.37% |
$112K - $123K
|
1.56K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-855- 15.7% |
$113K - $123K
|
4.59K
$626K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-865- 1.22% |
$114K - $125K
|
70.3K
$9.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-900- 4.99% |
$119K - $130K
|
17.1K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-901- 22.65% |
$119K - $130K
|
3.08K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-905- 3.44% |
$119K - $130K
|
25.4K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-911- 7.38% |
$120K - $131K
|
11.4K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-915- 19.56% |
$121K - $132K
|
3.76K
$513K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-923- 25.88% |
$122K - $133K
|
2.64K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-982- 1.73% |
$129K - $141K
|
55.8K
$7.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-984- 81.8% |
$130K - $142K
|
219
$29.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1K- 83.06% |
$132K - $144K
|
204
$27.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1K- 6.12% |
$132K - $144K
|
15.3K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.05K- 15.95% |
$139K - $151K
|
5.54K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.08K- 1.86% |
$142K - $156K
|
56.9K
$7.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 36.73% |
$146K - $159K
|
1.91K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.12K- 23.62% |
$148K - $161K
|
3.63K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.14K- 2.67% |
$150K - $164K
|
41.3K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.15K- 2.95% |
$152K - $166K
|
37.9K
$5.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.16K- 22.09% |
$152K - $166K
|
4.07K
$555K
|