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 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.01K- 4.7% |
$101K - $111K
|
20.4K
$2.73M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.02K- 6.99% |
$103K - $113K
|
13.6K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.02K- 13.49% |
$103K - $113K
|
6.56K
$878K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.03K- 3.51% |
$104K - $114K
|
28.4K
$3.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.04K- 5.92% |
$104K - $115K
|
16.5K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.04K- 25.11% |
$105K - $115K
|
3.1K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.06K- 12.68% |
$107K - $117K
|
7.29K
$976K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.08K- 83.35% |
$108K - $119K
|
215
$28.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.08K- 15.75% |
$109K - $119K
|
5.77K
$772K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.14K- 2.25% |
$115K - $126K
|
49.3K
$6.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.17K- 30.6% |
$118K - $130K
|
2.66K
$356K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.18K- 17.13% |
$119K - $131K
|
5.71K
$764K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.19K- 27.99% |
$120K - $132K
|
3.06K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.19K- 6.02% |
$120K - $132K
|
18.6K
$2.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 43.83% |
$121K - $133K
|
1.54K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.24K- 3.36% |
$124K - $137K
|
35.5K
$4.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.25K- 12.29% |
$126K - $138K
|
8.92K
$1.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.26K- 1.15% |
$127K - $139K
|
108K
$14.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.27K- 27.21% |
$128K - $141K
|
3.4K
$455K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.28K- 3.96% |
$129K - $142K
|
31.1K
$4.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.39K- 22.1% |
$140K - $154K
|
4.91K
$657K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.45K- 4.0% |
$146K - $161K
|
34.9K
$4.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.49K- 6.07% |
$150K - $165K
|
23.1K
$3.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 21.8% |
$151K - $166K
|
5.38K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.51K- 30.12% |
$152K - $167K
|
3.49K
$467K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.52K- 10.28% |
$153K - $168K
|
13.2K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.7K- 11.24% |
$171K - $188K
|
13.4K
$1.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 17.39% |
$173K - $190K
|
8.15K
$1.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.73K- 14.4% |
$174K - $191K
|
10.3K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.77K- 1.91% |
$178K - $195K
|
90.6K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.77K- 2.7% |
$179K - $196K
|
63.9K
$8.56M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.77K- 25.07% |
$179K - $196K
|
5.3K
$709K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.8K- 2.37% |
$181K - $199K
|
74.1K
$9.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.86K- 9.57% |
$187K - $206K
|
17.6K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.9K- 18.56% |
$191K - $210K
|
8.31K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.96K- 33.3% |
$197K - $217K
|
3.92K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.01K- 3.59% |
$202K - $223K
|
54K
$7.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.01K- 8.26% |
$203K - $223K
|
22.3K
$2.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.02K- 6.55% |
$204K - $224K
|
28.9K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-2.03K- 40.83% |
$205K - $225K
|
2.95K
$394K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.05K- 24.64% |
$207K - $227K
|
6.28K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2.1K- 0.9% |
$211K - $232K
|
231K
$30.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.16K- 96.82% |
$218K - $239K
|
71
$9.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.17K- 47.56% |
$218K - $240K
|
2.39K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-2.19K- 18.4% |
$220K - $242K
|
9.7K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.25K- 41.89% |
$226K - $249K
|
3.12K
$417K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.28K- 27.22% |
$230K - $253K
|
6.1K
$817K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.38K- 25.84% |
$240K - $264K
|
6.83K
$914K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.53K- 4.28% |
$254K - $280K
|
56.5K
$7.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.69K- 17.15% |
$271K - $298K
|
13K
$1.74M
|