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 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
197+ 0.02% |
$19.8K - $21.8K
|
820K
$110M
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
197+ 5.1% |
$19.8K - $21.8K
|
4.06K
$543K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
196+ 7.46% |
$19.7K - $21.7K
|
2.82K
$378K
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
190+ 8.25% |
$19.1K - $21K
|
2.49K
$334K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
189+ 3.49% |
$19K - $20.9K
|
5.6K
$750K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
187+ 8.57% |
$18.8K - $20.7K
|
2.37K
$317K
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
184+ 4.76% |
$18.5K - $20.4K
|
4.05K
$542K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
182+ 19.93% |
$18.3K - $20.2K
|
1.1K
$147K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
176+ 167.62% |
$17.7K - $19.5K
|
281
$37.6K
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
175New |
$17.6K - $19.4K
|
175
$23.4K
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
172+ 5.24% |
$17.3K - $19K
|
3.45K
$462K
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
171+ 0.31% |
$17.2K - $18.9K
|
54.6K
$7.31M
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
170+ 3.01% |
$17.1K - $18.8K
|
5.82K
$779K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
165+ 4.05% |
$16.6K - $18.3K
|
4.24K
$568K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
164+ 0.37% |
$16.5K - $18.2K
|
44.8K
$5.99M
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
161+ 40.25% |
$16.2K - $17.8K
|
561
$75.1K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
161+ 1.64% |
$16.2K - $17.8K
|
9.96K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
157+ 0.6% |
$15.8K - $17.4K
|
26.5K
$3.55M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
156+ 73.58% |
$15.7K - $17.3K
|
368
$49.3K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
151New |
$15.2K - $16.7K
|
151
$20.2K
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
150+ 20.55% |
$15.1K - $16.6K
|
880
$118K
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
150+ 2.78% |
$15.1K - $16.6K
|
5.55K
$743K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
150New |
$15.1K - $16.6K
|
150
$20.1K
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
147+ 1.35% |
$14.8K - $16.3K
|
11K
$1.47M
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
144+ 0.58% |
$14.5K - $15.9K
|
25.1K
$3.37M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
141+ 0.7% |
$14.2K - $15.6K
|
20.2K
$2.71M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
138+ 1.65% |
$13.9K - $15.3K
|
8.5K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
133+ 4.79% |
$13.4K - $14.7K
|
2.91K
$389K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
131+ 30.82% |
$13.2K - $14.5K
|
556
$74.4K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
130+ 6.82% |
$13.1K - $14.4K
|
2.04K
$272K
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
130New |
$13.1K - $14.4K
|
130
$17.4K
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
128+ 0.98% |
$12.9K - $14.2K
|
13.1K
$1.76M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
127New |
$12.8K - $14.1K
|
127
$17K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
121+ 2.65% |
$12.2K - $13.4K
|
4.68K
$626K
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
120+ 6.32% |
$12.1K - $13.3K
|
2.02K
$270K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
118+ 4.74% |
$11.9K - $13.1K
|
2.61K
$349K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
118+ 110.28% |
$11.9K - $13.1K
|
225
$30.1K
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
115+ 2.33% |
$11.6K - $12.7K
|
5.06K
$677K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
111+ 2.9% |
$11.2K - $12.3K
|
3.94K
$528K
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
110+ 3.26% |
$11.1K - $12.2K
|
3.48K
$466K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
106New |
$10.7K - $11.7K
|
106
$14.2K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
105+ 2.45% |
$10.6K - $11.6K
|
4.39K
$587K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
103+ 74.1% |
$10.4K - $11.4K
|
242
$32.4K
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
102+ 3.03% |
$10.3K - $11.3K
|
3.47K
$465K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
102+ 3.24% |
$10.3K - $11.3K
|
3.25K
$435K
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 66.67% |
$10.1K - $11.1K
|
250
$33.5K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
91+ 6.79% |
$9.17K - $10.1K
|
1.43K
$192K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
91+ 44.17% |
$9.17K - $10.1K
|
297
$39.8K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
90+ 0.63% |
$9.07K - $9.97K
|
14.3K
$1.91M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
85+ 0.45% |
$8.56K - $9.41K
|
19.1K
$2.56M
|