Purchases and Sales Made in Q3 2023 in Industrial Sector Spdr (XLI)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
3+ 0.03% |
$302 - $332
|
11K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.29% |
$302 - $332
|
1.06K
$141K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 0.09% |
$201 - $222
|
2.24K
$300K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.5% |
$201 - $222
|
406
$54.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.08% |
$201 - $222
|
2.49K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$101 - $111
|
708
$94.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.66% |
$101 - $111
|
152
$20.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1+ 0.02% |
$101 - $111
|
5.99K
$801K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.04% |
$101 - $111
|
2.82K
$377K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.31% |
$101 - $111
|
325
$43.5K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.37% |
$101 - $111
|
74
$9.91K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 1.33% |
$101 - $111
|
76
$10.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$101 - $111
|
1
$134
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.32% |
$101 - $111
|
316
$42.3K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.33% |
$101 - $111
|
301
$40.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1- 0.04% |
$101 - $111
|
2.67K
$357K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4- 4.88% |
$403 - $443
|
78
$10.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-5- 0.1% |
$504 - $554
|
4.93K
$660K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8- 0.01% |
$806 - $886
|
95K
$12.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-9- 0.3% |
$907 - $997
|
2.96K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-9- 0.02% |
$907 - $997
|
55.6K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9- 3.25% |
$907 - $997
|
268
$35.9K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-9- 0.37% |
$907 - $997
|
2.42K
$323K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 4.08% |
$1.01K - $1.11K
|
235
$31.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-11- 0.4% |
$1.11K - $1.22K
|
2.72K
$364K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-12- 0.42% |
$1.21K - $1.33K
|
2.82K
$377K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-12- 0.21% |
$1.21K - $1.33K
|
5.83K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-13- 0.29% |
$1.31K - $1.44K
|
4.42K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-17- 1.79% |
$1.71K - $1.88K
|
932
$125K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-17- 44.74% |
$1.71K - $1.88K
|
21
$2.81K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17- 17.71% |
$1.71K - $1.88K
|
79
$10.6K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-21- 0.73% |
$2.12K - $2.33K
|
2.84K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-27- 0.52% |
$2.72K - $2.99K
|
5.2K
$696K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-27- 1.04% |
$2.72K - $2.99K
|
2.58K
$345K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-27- 2.24% |
$2.72K - $2.99K
|
1.18K
$158K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-28- 1.2% |
$2.82K - $3.1K
|
2.31K
$309K
|
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-30- 0.49% |
$3.02K - $3.32K
|
6.04K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-31- 0.48% |
$3.12K - $3.43K
|
6.42K
$859K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-33- 2.51% |
$3.32K - $3.65K
|
1.28K
$172K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-34- 1.32% |
$3.43K - $3.77K
|
2.54K
$340K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-34- 0.6% |
$3.43K - $3.77K
|
5.65K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-35- 0.47% |
$3.53K - $3.88K
|
7.39K
$990K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-35- 0.23% |
$3.53K - $3.88K
|
15K
$2.01M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-44- 16.48% |
$4.43K - $4.87K
|
223
$29.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-44- 16.48% |
$4.43K - $4.87K
|
223
$29.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-46- 14.24% |
$4.63K - $5.09K
|
277
$37.1K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-47- 0.03% |
$4.73K - $5.21K
|
155K
$20.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 1.76% |
$5.04K - $5.54K
|
2.8K
$374K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 2.5% |
$5.04K - $5.54K
|
1.95K
$261K
|