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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-145- 1.23% |
$14.6K - $16.1K
|
11.6K
$1.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-149- 1.89% |
$15K - $16.5K
|
7.74K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-149- 7.77% |
$15K - $16.5K
|
1.77K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-149- 7.32% |
$15K - $16.5K
|
1.89K
$252K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-150- 13.89% |
$15.1K - $16.6K
|
930
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-150- 10.05% |
$15.1K - $16.6K
|
1.34K
$180K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-152- 2.26% |
$15.3K - $16.8K
|
6.59K
$881K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-154- 2.15% |
$15.5K - $17.1K
|
7K
$937K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-161- 4.91% |
$16.2K - $17.8K
|
3.12K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-161- 3.28% |
$16.2K - $17.8K
|
4.74K
$635K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-170- 0.49% |
$17.1K - $18.8K
|
34.5K
$4.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-171- 2.29% |
$17.2K - $18.9K
|
7.3K
$977K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-171- 0.49% |
$17.2K - $18.9K
|
35K
$4.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-173- 0.31% |
$17.4K - $19.2K
|
56.4K
$7.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-174- 3.36% |
$17.5K - $19.3K
|
5.01K
$670K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-180- 3.22% |
$18.1K - $19.9K
|
5.4K
$723K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-183- 4.98% |
$18.4K - $20.3K
|
3.49K
$467K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-184- 5.33% |
$18.5K - $20.4K
|
3.27K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-187- 2.62% |
$18.8K - $20.7K
|
6.95K
$930K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-189- 2.19% |
$19K - $20.9K
|
8.43K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-189- 2.61% |
$19K - $20.9K
|
7.06K
$945K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-194- 2.48% |
$19.5K - $21.5K
|
7.63K
$1.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-196- 0.48% |
$19.7K - $21.7K
|
40.3K
$5.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 2.97% |
$20.1K - $22.2K
|
6.53K
$873K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-202- 48.56% |
$20.3K - $22.4K
|
214
$28.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-202- 27.37% |
$20.3K - $22.4K
|
536
$71.7K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-208- 0.49% |
$21K - $23K
|
42K
$5.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-208- 1.65% |
$21K - $23K
|
12.4K
$1.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-210- 6.16% |
$21.2K - $23.3K
|
3.2K
$428K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-215- 2.18% |
$21.7K - $23.8K
|
9.64K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-216- 6.93% |
$21.8K - $23.9K
|
2.9K
$388K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-219- 5.77% |
$22.1K - $24.3K
|
3.58K
$479K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-220- 1.78% |
$22.2K - $24.4K
|
12.1K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-221- 6.55% |
$22.3K - $24.5K
|
3.15K
$422K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-225- 4.77% |
$22.7K - $24.9K
|
4.49K
$601K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-227- 1.01% |
$22.9K - $25.1K
|
22.3K
$2.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-228- 2.81% |
$23K - $25.3K
|
7.88K
$1.05M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-231- 75.49% |
$23.3K - $25.6K
|
75
$10K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-236- 51.3% |
$23.8K - $26.1K
|
224
$30K
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-240- 3.56% |
$24.2K - $26.6K
|
6.5K
$870K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-245- 7.48% |
$24.7K - $27.1K
|
3.03K
$406K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-246- 31.34% |
$24.8K - $27.2K
|
539
$72.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-249- 3.84% |
$25.1K - $27.6K
|
6.23K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-249- 7.55% |
$25.1K - $27.6K
|
3.05K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-250- 4.86% |
$25.2K - $27.7K
|
4.9K
$655K
|
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-250- 3.34% |
$25.2K - $27.7K
|
7.23K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-252- 25.15% |
$25.4K - $27.9K
|
750
$100K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-253- 3.11% |
$25.5K - $28K
|
7.89K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-255- 1.55% |
$25.7K - $28.2K
|
16.2K
$2.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-255- 18.32% |
$25.7K - $28.2K
|
1.14K
$152K
|