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 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-517- 0.77% |
$52.1K - $57.3K
|
66.2K
$8.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-518- 1.14% |
$52.2K - $57.4K
|
45.1K
$6.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-526- 14.02% |
$53K - $58.3K
|
3.23K
$432K
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-530- 3.8% |
$53.4K - $58.7K
|
13.4K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-532- 1.0% |
$53.6K - $58.9K
|
52.6K
$7.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-546- 1.28% |
$55K - $60.5K
|
42.1K
$5.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-562- 2.79% |
$56.6K - $62.2K
|
19.6K
$2.62M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-567- 32.51% |
$57.1K - $62.8K
|
1.18K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-597- 3.81% |
$60.1K - $66.1K
|
15.1K
$2.02M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-600- 12.25% |
$60.4K - $66.5K
|
4.3K
$575K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-613- 84.44% |
$61.8K - $67.9K
|
113
$15.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-618- 3.01% |
$62.3K - $68.4K
|
19.9K
$2.67M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-624- 61.6% |
$62.9K - $69.1K
|
389
$52.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-624- 61.6% |
$62.9K - $69.1K
|
389
$52.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-637- 7.76% |
$64.2K - $70.5K
|
7.57K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-639- 0.82% |
$64.4K - $70.8K
|
77.1K
$10.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-651- 0.79% |
$65.6K - $72.1K
|
81.4K
$10.9M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-669- 22.28% |
$67.4K - $74.1K
|
2.33K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-675- 4.83% |
$68K - $74.8K
|
13.3K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-679- 20.91% |
$68.4K - $75.2K
|
2.57K
$344K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-698- 69.52% |
$70.3K - $77.3K
|
306
$41K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-700- 7.85% |
$70.5K - $77.5K
|
8.22K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-700- 0.75% |
$70.5K - $77.5K
|
92.2K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-704- 9.92% |
$70.9K - $78K
|
6.39K
$855K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-721- 1.74% |
$72.6K - $79.9K
|
40.6K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-728- 2.83% |
$73.3K - $80.6K
|
25K
$3.35M
|
|
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-737- 17.84% |
$74.2K - $81.6K
|
3.4K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-741- 23.58% |
$74.6K - $82.1K
|
2.4K
$322K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-767- 1.79% |
$77.3K - $84.9K
|
42.2K
$5.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-769- 2.02% |
$77.5K - $85.2K
|
37.3K
$4.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-770- 1.89% |
$77.6K - $85.3K
|
40.1K
$5.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-792- 13.45% |
$79.8K - $87.7K
|
5.1K
$682K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-798- 0.8% |
$80.4K - $88.4K
|
99.2K
$13.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-807- 1.82% |
$81.3K - $89.4K
|
43.6K
$5.84M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-823- 2.03% |
$82.9K - $91.1K
|
39.7K
$5.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-827- 31.55% |
$83.3K - $91.6K
|
1.79K
$240K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-831- 2.56% |
$83.7K - $92K
|
31.6K
$4.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-871- 0.9% |
$87.7K - $96.5K
|
96.3K
$12.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-914- 13.57% |
$92.1K - $101K
|
5.82K
$779K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-935- 4.82% |
$94.2K - $104K
|
18.4K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-936- 5.92% |
$94.3K - $104K
|
14.9K
$1.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-942- 12.86% |
$94.9K - $104K
|
6.38K
$855K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-942- 12.86% |
$94.9K - $104K
|
6.38K
$855K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-950- 9.69% |
$95.7K - $105K
|
8.86K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-950- 2.02% |
$95.7K - $105K
|
46K
$6.15M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-951- 14.19% |
$95.8K - $105K
|
5.75K
$770K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-969- 1.68% |
$97.6K - $107K
|
56.6K
$7.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-977- 1.14% |
$98.4K - $108K
|
84.8K
$11.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-986- 16.2% |
$99.3K - $109K
|
5.1K
$683K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1K- 4.56% |
$101K - $111K
|
20.9K
$2.8M
|