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 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
782+ 70.45% |
$78.8K - $86.6K
|
1.89K
$253K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
750+ 1.32% |
$75.6K - $83.1K
|
57.7K
$7.72M
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
747+ 0.65% |
$75.3K - $82.7K
|
116K
$15.6M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
740+ 0.14% |
$74.5K - $82K
|
511K
$68.4M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
735+ 9.19% |
$74K - $81.4K
|
8.73K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
730+ 25.14% |
$73.5K - $80.8K
|
3.63K
$486K
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
721+ 1.44% |
$72.6K - $79.9K
|
50.6K
$6.78M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
705+ 1.18% |
$71K - $78.1K
|
60.7K
$8.12M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
696+ 6.7% |
$70.1K - $77.1K
|
11.1K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
686+ 29.88% |
$69.1K - $76K
|
2.98K
$399K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
682+ 20.29% |
$68.7K - $75.5K
|
4.04K
$541K
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
680+ 10.47% |
$68.5K - $75.3K
|
7.18K
$960K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
678+ 46.95% |
$68.3K - $75.1K
|
2.12K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
674New |
$67.9K - $74.6K
|
674
$90.2K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
665+ 2.72% |
$67K - $73.6K
|
25.1K
$3.36M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
643+ 23.4% |
$64.8K - $71.2K
|
3.39K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
639+ 1.2% |
$64.4K - $70.8K
|
53.8K
$7.21M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
630+ 7.43% |
$63.5K - $69.8K
|
9.11K
$1.22M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
621+ 19.99% |
$62.6K - $68.8K
|
3.73K
$499K
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
608+ 7.09% |
$61.2K - $67.3K
|
9.19K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
597+ 46.06% |
$60.1K - $66.1K
|
1.89K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
596+ 13.63% |
$60K - $66K
|
4.97K
$665K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
594+ 10.38% |
$59.8K - $65.8K
|
6.32K
$846K
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
590+ 22.73% |
$59.4K - $65.3K
|
3.19K
$426K
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
571+ 26.69% |
$57.5K - $63.2K
|
2.71K
$363K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
554+ 6.98% |
$55.8K - $61.4K
|
8.49K
$1.14M
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
547+ 18.83% |
$55.1K - $60.6K
|
3.45K
$462K
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
547+ 16.13% |
$55.1K - $60.6K
|
3.94K
$527K
|
|
Nov 14, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
547+ 18.83% |
$55.1K - $60.6K
|
3.45K
$462K
|
|
Nov 21, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
547+ 18.83% |
$55.1K - $60.6K
|
3.45K
$462K
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
537+ 1.28% |
$54.1K - $59.5K
|
42.4K
$5.68M
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
535+ 3.16% |
$53.9K - $59.3K
|
17.5K
$2.34M
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
533+ 6.46% |
$53.7K - $59K
|
8.79K
$1.18M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
532+ 12.97% |
$53.6K - $58.9K
|
4.64K
$620K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
525+ 26.04% |
$52.9K - $58.1K
|
2.54K
$340K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
518+ 5.0% |
$52.2K - $57.4K
|
10.9K
$1.46M
|
|
Nov 13, 2023
Q3 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
515+ 4.27% |
$51.9K - $57K
|
12.6K
$1.68M
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
503+ 1.09% |
$50.7K - $55.7K
|
46.8K
$6.26M
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 34.48% |
$50.4K - $55.4K
|
1.95K
$261K
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
500+ 10.89% |
$50.4K - $55.4K
|
5.09K
$681K
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
498+ 1.59% |
$50.2K - $55.2K
|
31.8K
$4.26M
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
490+ 24.13% |
$49.4K - $54.3K
|
2.52K
$337K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
471+ 1.97% |
$47.4K - $52.2K
|
24.3K
$3.26M
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
461New |
$46.4K - $51.1K
|
461
$61.7K
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
460+ 4.16% |
$46.3K - $50.9K
|
11.5K
$1.54M
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
434+ 1.32% |
$43.7K - $48.1K
|
33.2K
$4.45M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
432+ 4.94% |
$43.5K - $47.8K
|
9.18K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
431+ 11.35% |
$43.4K - $47.7K
|
4.23K
$566K
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
415+ 12.66% |
$41.8K - $46K
|
3.69K
$494K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
414+ 10.11% |
$41.7K - $45.9K
|
4.51K
$604K
|