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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-255- 3.44% |
$25.7K - $28.2K
|
7.15K
$957K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-258- 6.99% |
$26K - $28.6K
|
3.44K
$460K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-266- 24.03% |
$26.8K - $29.5K
|
841
$113K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-271- 11.9% |
$27.3K - $30K
|
2.01K
$269K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-276- 1.05% |
$27.8K - $30.6K
|
26.1K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-279- 2.09% |
$28.1K - $30.9K
|
13K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-282- 7.32% |
$28.4K - $31.2K
|
3.57K
$478K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-290- 2.26% |
$29.2K - $32.1K
|
12.5K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-295- 0.53% |
$29.7K - $32.7K
|
55.8K
$7.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-300- 1.69% |
$30.2K - $33.2K
|
17.5K
$2.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 35.93% |
$30.2K - $33.2K
|
535
$71.6K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-301- 6.44% |
$30.3K - $33.3K
|
4.38K
$586K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-303- 0.76% |
$30.5K - $33.6K
|
39.7K
$5.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-312- 0.43% |
$31.4K - $34.6K
|
71.9K
$9.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-320- 10.98% |
$32.2K - $35.4K
|
2.6K
$347K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-320- 6.11% |
$32.2K - $35.4K
|
4.92K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-322- 68.8% |
$32.4K - $35.7K
|
146
$19.5K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-322- 10.91% |
$32.4K - $35.7K
|
2.63K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-325- 0.88% |
$32.7K - $36K
|
36.6K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-331- 0.33% |
$33.3K - $36.7K
|
98.9K
$13.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-347- 2.13% |
$35K - $38.4K
|
15.9K
$2.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-350- 2.4% |
$35.3K - $38.8K
|
14.2K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-351- 8.02% |
$35.4K - $38.9K
|
4.03K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-352- 9.33% |
$35.5K - $39K
|
3.42K
$458K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-356- 5.98% |
$35.9K - $39.4K
|
5.6K
$750K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-366- 6.48% |
$36.9K - $40.5K
|
5.28K
$707K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-374- 9.65% |
$37.7K - $41.4K
|
3.5K
$469K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-382- 16.13% |
$38.5K - $42.3K
|
1.99K
$266K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-388- 6.73% |
$39.1K - $43K
|
5.37K
$719K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-391- 5.18% |
$39.4K - $43.3K
|
7.16K
$958K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-396- 1.78% |
$39.9K - $43.9K
|
21.9K
$2.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-400- 11.91% |
$40.3K - $44.3K
|
2.96K
$396K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-416- 3.96% |
$41.9K - $46.1K
|
10.1K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-427- 0.51% |
$43K - $47.3K
|
83.5K
$11.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-438- 1.8% |
$44.1K - $48.5K
|
23.9K
$3.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-447- 0.81% |
$45K - $49.5K
|
54.5K
$7.3M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-448- 47.61% |
$45.1K - $49.6K
|
493
$66K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-455- 1.91% |
$45.8K - $50.4K
|
23.3K
$3.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-459- 5.75% |
$46.2K - $50.8K
|
7.53K
$1.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-460- 8.1% |
$46.3K - $50.9K
|
5.22K
$698K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-469- 3.55% |
$47.2K - $51.9K
|
12.7K
$1.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-486- 3.77% |
$49K - $53.8K
|
12.4K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-489- 1.16% |
$49.3K - $54.2K
|
41.6K
$5.57M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-499- 13.65% |
$50.3K - $55.3K
|
3.16K
$423K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-510- 4.68% |
$51.4K - $56.5K
|
10.4K
$1.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-511- 7.69% |
$51.5K - $56.6K
|
6.14K
$821K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-512- 2.23% |
$51.6K - $56.7K
|
22.4K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-513- 4.14% |
$51.7K - $56.8K
|
11.9K
$1.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-513- 9.09% |
$51.7K - $56.8K
|
5.13K
$686K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-514- 0.89% |
$51.8K - $56.9K
|
57.3K
$7.67M
|