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
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.44K+ 15.21% |
$145K - $159K
|
10.9K
$1.46M
|
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
1.42KNew |
$143K - $157K
|
1.42K
$190K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 2.29% |
$141K - $155K
|
62.3K
$8.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.38K+ 10.94% |
$139K - $153K
|
14K
$1.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.34K+ 0.51% |
$135K - $148K
|
262K
$35.1M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.33K+ 4.84% |
$134K - $147K
|
28.8K
$3.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.32K+ 39.24% |
$133K - $146K
|
4.67K
$625K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.31K+ 5.44% |
$131K - $145K
|
25.3K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.27K+ 7.77% |
$128K - $140K
|
17.6K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.26K+ 1.02% |
$127K - $140K
|
125K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.26K+ 9.67% |
$127K - $140K
|
14.3K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 24.98% |
$126K - $139K
|
6.26K
$838K
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.25K+ 50.0% |
$126K - $138K
|
3.75K
$502K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.24K+ 6.78% |
$125K - $137K
|
19.5K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 2.39% |
$123K - $136K
|
52.4K
$7.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.19K+ 14.08% |
$120K - $132K
|
9.67K
$1.29M
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.15K+ 54.37% |
$116K - $127K
|
3.27K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 12.46% |
$110K - $121K
|
9.88K
$1.32M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
1.09K+ 4.6% |
$110K - $121K
|
24.8K
$3.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.08KNew |
$109K - $120K
|
1.08K
$145K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
1.08K+ 50.54% |
$109K - $119K
|
3.21K
$430K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.08K+ 50.19% |
$108K - $119K
|
3.22K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 30.48% |
$107K - $118K
|
4.55K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.04KNew |
$105K - $115K
|
1.04K
$139K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.04K+ 8.43% |
$104K - $115K
|
13.3K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.04K+ 3.07% |
$104K - $115K
|
34.7K
$4.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.03K+ 31.99% |
$104K - $114K
|
4.24K
$568K
|
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.03K+ 2.53% |
$103K - $114K
|
41.6K
$5.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.02K+ 84.51% |
$103K - $113K
|
2.23K
$298K
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1K+ 3.78% |
$101K - $111K
|
27.5K
$3.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1K+ 234.74% |
$101K - $111K
|
1.43K
$191K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
989+ 4.77% |
$99.6K - $110K
|
21.7K
$2.91M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
975+ 3.5% |
$98.2K - $108K
|
28.8K
$3.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
970+ 167.53% |
$97.7K - $107K
|
1.55K
$207K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
966+ 315.69% |
$97.3K - $107K
|
1.27K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
962+ 4.19% |
$96.9K - $107K
|
23.9K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
947+ 13.16% |
$95.4K - $105K
|
8.14K
$1.09M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
942+ 12.47% |
$94.9K - $104K
|
8.5K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
942+ 12.47% |
$94.9K - $104K
|
8.5K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
916+ 33.15% |
$92.3K - $101K
|
3.68K
$492K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
898New |
$90.5K - $99.5K
|
898
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
888+ 0.39% |
$89.5K - $98.3K
|
228K
$30.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
886+ 6.89% |
$89.3K - $98.1K
|
13.7K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
880+ 3.6% |
$88.7K - $97.5K
|
25.3K
$3.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
875+ 4.39% |
$88.1K - $96.9K
|
20.8K
$2.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
854+ 2.54% |
$86K - $94.6K
|
34.5K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
840+ 6.34% |
$84.6K - $93K
|
14.1K
$1.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
828+ 11.4% |
$83.4K - $91.7K
|
8.09K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
820+ 4.48% |
$82.6K - $90.8K
|
19.1K
$2.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
786New |
$79.2K - $87K
|
786
$105K
|