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 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
53.6K+ 52.31% |
$5.4M - $5.93M
|
156K
$20.9M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.5K+ 23.36% |
$4.98M - $5.48M
|
261K
$35M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
42.5K+ 125.43% |
$4.28M - $4.71M
|
76.4K
$10.2M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
41.7K+ 675.12% |
$4.2M - $4.61M
|
47.8K
$6.4M
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
40KNew |
$4.03M - $4.43M
|
40K
$5.35M
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
38K+ 1046.72% |
$3.82M - $4.2M
|
41.6K
$5.57M
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
35.9KNew |
$3.62M - $3.97M
|
35.9K
$4.8M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
35.5K+ 451.92% |
$3.58M - $3.93M
|
43.4K
$5.8M
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
35.4KNew |
$3.56M - $3.92M
|
35.4K
$4.74M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35K+ 25.53% |
$3.53M - $3.88M
|
172K
$23.1M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
34.7K+ 263.88% |
$3.5M - $3.85M
|
47.9K
$6.41M
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
33.7K+ 54.11% |
$3.4M - $3.74M
|
96.1K
$12.9M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.2K+ 82.74% |
$3.24M - $3.56M
|
71.1K
$9.51M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
31.9K+ 142.98% |
$3.21M - $3.53M
|
54.2K
$7.26M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31K+ 3.3% |
$3.12M - $3.43M
|
969K
$130M
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
30.9K+ 21.19% |
$3.11M - $3.42M
|
177K
$23.6M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
29.6K+ 6.39% |
$2.99M - $3.28M
|
494K
$66.1M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
29.1K+ 29.94% |
$2.93M - $3.23M
|
126K
$16.9M
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
29.1K+ 28.26% |
$2.93M - $3.22M
|
132K
$17.7M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
28.9KNew |
$2.91M - $3.2M
|
28.9K
$3.86M
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
28.7K+ 2.79% |
$2.89M - $3.18M
|
1.06M
$142M
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
28.3KNew |
$2.85M - $3.13M
|
28.3K
$3.78M
|
|
Nov 14, 2023
Q3 2023
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
26.4KNew |
$2.66M - $2.92M
|
26.4K
$3.53M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.3KNew |
$2.55M - $2.8M
|
25.3K
$3.39M
|
|
Nov 06, 2023
Q3 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
24.7KNew |
$2.49M - $2.73M
|
24.7K
$3.3M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
24.6K+ 6.77% |
$2.48M - $2.72M
|
387K
$51.9M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24.6K+ 441.45% |
$2.47M - $2.72M
|
30.1K
$4.03M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
24.1KNew |
$2.43M - $2.67M
|
24.1K
$3.23M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.1K+ 17.26% |
$2.43M - $2.67M
|
164K
$22M
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
23.2KNew |
$2.34M - $2.57M
|
23.2K
$3.11M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.8K+ 6.85% |
$2.2M - $2.42M
|
341K
$45.6M
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
21KNew |
$2.12M - $2.33M
|
21K
$2.81M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21K+ 6.09% |
$2.11M - $2.32M
|
365K
$48.9M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.9K+ 59.95% |
$2.11M - $2.32M
|
55.8K
$7.47M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
20.8K+ 113.15% |
$2.1M - $2.31M
|
39.2K
$5.25M
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
20.3K+ 98.43% |
$2.05M - $2.25M
|
41K
$5.49M
|
|
Nov 13, 2023
Q3 2023
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$1.86M - $2.05M
|
18.5K
$2.48M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.2K+ 81.95% |
$1.83M - $2.01M
|
40.3K
$5.4M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.8K+ 5.23% |
$1.79M - $1.97M
|
358K
$47.9M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.4K+ 6.98% |
$1.76M - $1.93M
|
267K
$35.8M
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
17.2K+ 41.65% |
$1.73M - $1.9M
|
58.4K
$7.81M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.7K+ 96.77% |
$1.68M - $1.85M
|
33.9K
$4.54M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.6K+ 73.11% |
$1.67M - $1.84M
|
39.4K
$5.27M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
16.3K+ 77.42% |
$1.64M - $1.8M
|
37.3K
$4.99M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
15.8K+ 7.61% |
$1.59M - $1.74M
|
223K
$29.8M
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
14.9K+ 47.44% |
$1.5M - $1.65M
|
46.4K
$6.21M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14.9KNew |
$1.5M - $1.65M
|
14.9K
$1.99M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.4K+ 234.63% |
$1.45M - $1.59M
|
20.5K
$2.75M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
14.2KNew |
$1.43M - $1.57M
|
14.2K
$1.9M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13.9K+ 14.72% |
$1.4M - $1.54M
|
108K
$14.5M
|