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 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
409+ 1.3% |
$41.2K - $45.3K
|
31.8K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
406+ 4.15% |
$40.9K - $45K
|
10.2K
$1.36M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
406+ 406.0% |
$40.9K - $45K
|
506
$67.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
403+ 7.51% |
$40.6K - $44.6K
|
5.77K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
389+ 0.34% |
$39.2K - $43.1K
|
113K
$15.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
389+ 3.67% |
$39.2K - $43.1K
|
11K
$1.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
380+ 9.93% |
$38.3K - $42.1K
|
4.21K
$563K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
379+ 1.95% |
$38.2K - $42K
|
19.8K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
378+ 2.32% |
$38.1K - $41.9K
|
16.7K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
375+ 8.98% |
$37.8K - $41.5K
|
4.55K
$609K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
374+ 6.45% |
$37.7K - $41.4K
|
6.17K
$826K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
365+ 0.18% |
$36.8K - $40.4K
|
203K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
362+ 13.62% |
$36.5K - $40.1K
|
3.02K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
361+ 14.45% |
$36.4K - $40K
|
2.86K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
359+ 5.44% |
$36.2K - $39.8K
|
6.96K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
357+ 16.14% |
$36K - $39.5K
|
2.57K
$344K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
356+ 10.57% |
$35.9K - $39.4K
|
3.73K
$499K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
350+ 11.11% |
$35.3K - $38.8K
|
3.5K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
342+ 1.08% |
$34.5K - $37.9K
|
31.9K
$4.27M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
338+ 1.85% |
$34.1K - $37.4K
|
18.6K
$2.49M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
338+ 17.24% |
$34.1K - $37.4K
|
2.3K
$308K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
326+ 17.23% |
$32.8K - $36.1K
|
2.22K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
325+ 3.42% |
$32.7K - $36K
|
9.82K
$1.31M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
313New |
$31.5K - $34.7K
|
313
$41.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
308+ 13.94% |
$31K - $34.1K
|
2.52K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
304+ 1.85% |
$30.6K - $33.7K
|
16.7K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
280+ 4.3% |
$28.2K - $31K
|
6.79K
$909K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
279+ 3.08% |
$28.1K - $30.9K
|
9.34K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
274+ 13.69% |
$27.6K - $30.3K
|
2.28K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
273+ 60.4% |
$27.5K - $30.2K
|
725
$97K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
267+ 12.92% |
$26.9K - $29.6K
|
2.33K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
267+ 0.13% |
$26.9K - $29.6K
|
202K
$27.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
266+ 0.7% |
$26.8K - $29.5K
|
38.4K
$5.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
263+ 2.41% |
$26.5K - $29.1K
|
11.2K
$1.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
243+ 2.46% |
$24.5K - $26.9K
|
10.1K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
241New |
$24.3K - $26.7K
|
241
$32.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
240+ 1.57% |
$24.2K - $26.6K
|
15.5K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
238+ 12.0% |
$24K - $26.4K
|
2.22K
$297K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
238+ 12.0% |
$24K - $26.4K
|
2.22K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
237+ 7.98% |
$23.9K - $26.2K
|
3.21K
$429K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
227+ 5.88% |
$22.9K - $25.1K
|
4.09K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
223New |
$22.5K - $24.7K
|
223
$29.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
222+ 4.84% |
$22.4K - $24.6K
|
4.81K
$644K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
220+ 7.16% |
$22.2K - $24.4K
|
3.29K
$441K
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
220+ 10.63% |
$22.2K - $24.4K
|
2.29K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
211+ 8.32% |
$21.3K - $23.4K
|
2.75K
$368K
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
207+ 9.07% |
$20.9K - $22.9K
|
2.49K
$333K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
204+ 9.48% |
$20.6K - $22.6K
|
2.36K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
202+ 1.11% |
$20.3K - $22.4K
|
18.4K
$2.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
202+ 7.43% |
$20.3K - $22.4K
|
2.92K
$391K
|