Purchases and Sales Made in Q3 2023 in Industrial Sector Spdr (XLI)

XLI Quotes by TradingView

This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 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
Oct 31, 2023 Q3 2023
Byrne Asset Management LLC

BUY
 -
83
+ 8.1%
$8.36K - $9.19K
1.11K $147K
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
80
+ 2.93%
$8.06K - $8.86K
2.81K $373K
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
78
+ 3.69%
$7.86K - $8.64K
2.19K $291K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
77
New
$7.76K - $8.53K
77 $10.2K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
76
+ 2.37%
$7.66K - $8.42K
3.28K $435K
Oct 10, 2023 Q3 2023
Thomasville National Bank

BUY
 -
75
+ 0.96%
$7.56K - $8.31K
7.88K $1.05M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
75
New
$7.56K - $8.31K
75 $9.96K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
72
+ 96.0%
$7.25K - $7.97K
147 $19.5K
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
70
+ 1.79%
$7.05K - $7.75K
3.98K $528K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
63
+ 0.85%
$6.35K - $6.98K
7.51K $998K
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
59
+ 0.8%
$5.94K - $6.53K
7.44K $988K
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
57
New
$5.74K - $6.31K
57 $7.57K
Dec 01, 2023 Q3 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
49
+ 0.98%
$4.94K - $5.43K
5.03K $668K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
47
+ 12.37%
$4.73K - $5.21K
427 $56.7K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
43
+ 68.25%
$4.33K - $4.76K
106 $14.1K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
42
New
$4.23K - $4.65K
42 $5.58K
Nov 07, 2023 Q3 2023
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
39
+ 0.08%
$3.93K - $4.32K
50.9K $6.76M
Nov 07, 2023 Q3 2023
Leuthold Group, LLC

BUY
 -
39
+ 0.12%
$3.93K - $4.32K
32.4K $4.31M
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

BUY
 -
38
+ 0.32%
$3.83K - $4.21K
11.8K $1.56M
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
37
+ 0.15%
$3.73K - $4.1K
24.9K $3.31M
Nov 13, 2023 Q3 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
35
+ 0.36%
$3.53K - $3.88K
9.75K $1.29M
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
31
+ 0.28%
$3.12K - $3.43K
11K $1.46M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
30
+ 0.87%
$3.02K - $3.32K
3.46K $460K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
30
+ 0.44%
$3.02K - $3.32K
6.89K $915K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
29
+ 45.31%
$2.92K - $3.21K
93 $12.4K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
26
+ 4.65%
$2.62K - $2.88K
585 $77.7K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
24
+ 0.98%
$2.42K - $2.66K
2.48K $329K
Feb 09, 2024 Q3 2023
Cypress Asset Management Inc

Houston, TX
BUY
 -
22
+ 0.15%
$2.22K - $2.44K
14.4K $1.92M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
21
+ 0.13%
$2.12K - $2.33K
16.4K $2.17M
Nov 14, 2023 Q3 2023
Pacific Global Investment Management CO

BUY
 -
20
+ 0.42%
$2.01K - $2.22K
4.81K $639K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
19
+ 2.74%
$1.91K - $2.1K
712 $94.6K
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
19
New
$1.91K - $2.1K
19 $2.52K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
18
+ 0.32%
$1.81K - $1.99K
5.64K $749K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
13
+ 0.29%
$1.31K - $1.44K
4.52K $600K
Oct 30, 2023 Q3 2023
Wp Advisors, LLC

BUY
 -
13
+ 0.4%
$1.31K - $1.44K
3.24K $431K
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
11
+ 0.15%
$1.11K - $1.22K
7.11K $945K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
11
+ 2.49%
$1.11K - $1.22K
452 $60K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
11
+ 0.43%
$1.11K - $1.22K
2.57K $341K
Nov 15, 2023 Q3 2023
Orleans Capital Management Corp

Mandeville, LA
BUY
 -
10
+ 0.37%
$1.01K - $1.11K
2.69K $357K
Nov 06, 2023 Q3 2023
Windham Capital Management, LLC

BUY
 -
10
+ 0.4%
$1.01K - $1.11K
2.51K $333K
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
10
+ 0.36%
$1.01K - $1.11K
2.8K $371K
Nov 13, 2023 Q3 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
9
+ 0.41%
$907 - $997
2.21K $293K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
7
New
$705 - $775
7 $930
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
7
+ 0.19%
$705 - $775
3.79K $503K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
5
+ 0.23%
$504 - $554
2.16K $286K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
5
+ 0.14%
$504 - $554
3.61K $479K
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
4
+ 0.12%
$403 - $443
3.24K $430K
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
4
+ 0.1%
$403 - $443
4.19K $556K
Nov 13, 2023 Q3 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
3
+ 0.13%
$302 - $332
2.34K $311K

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