Purchases and Sales Made in Q3 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 2024. 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, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-205- 3.23% |
$24.7K - $27.8K
|
6.14K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-208- 3.82% |
$25.1K - $28.2K
|
5.24K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-210- 0.87% |
$25.3K - $28.4K
|
24.1K
$3.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-213- 5.79% |
$25.7K - $28.8K
|
3.47K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-213- 12.31% |
$25.7K - $28.8K
|
1.52K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-217- 3.36% |
$26.2K - $29.4K
|
6.24K
$826K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-217- 9.37% |
$26.2K - $29.4K
|
2.1K
$278K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-219- 1.62% |
$26.4K - $29.7K
|
13.3K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-220- 4.89% |
$26.5K - $29.8K
|
4.28K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-221- 2.77% |
$26.6K - $29.9K
|
7.76K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-223- 4.65% |
$26.9K - $30.2K
|
4.57K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-224- 1.44% |
$27K - $30.3K
|
15.3K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-229- 8.43% |
$27.6K - $31K
|
2.49K
$329K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-231- 2.82% |
$27.8K - $31.3K
|
7.97K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-231- 2.81% |
$27.8K - $31.3K
|
8K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-233- 2.77% |
$28.1K - $31.6K
|
8.18K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-248- 2.29% |
$29.9K - $33.6K
|
10.6K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-253- 6.98% |
$30.5K - $34.3K
|
3.37K
$446K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-258- 0.33% |
$31.1K - $34.9K
|
77.7K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 17.14% |
$31.6K - $35.5K
|
1.27K
$168K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-262- 11.06% |
$31.6K - $35.5K
|
2.11K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-267- 4.62% |
$32.2K - $36.2K
|
5.52K
$730K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-268- 6.13% |
$32.3K - $36.3K
|
4.1K
$543K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-271- 97.83% |
$32.7K - $36.7K
|
6
$794
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-272- 2.2% |
$32.8K - $36.8K
|
12.1K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-273- 3.08% |
$32.9K - $37K
|
8.6K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-274- 1.28% |
$33K - $37.1K
|
21.1K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-274- 13.37% |
$33K - $37.1K
|
1.78K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-282- 2.11% |
$34K - $38.2K
|
13.1K
$1.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-286- 1.85% |
$34.5K - $38.7K
|
15.2K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-291- 4.02% |
$35.1K - $39.4K
|
6.95K
$920K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-296- 5.95% |
$35.7K - $40.1K
|
4.68K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-305- 22.71% |
$36.8K - $41.3K
|
1.04K
$137K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-306- 0.47% |
$36.9K - $41.4K
|
65.5K
$8.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-316- 26.33% |
$38.1K - $42.8K
|
884
$117K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-324- 1.69% |
$39.1K - $43.9K
|
18.9K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-324- 7.71% |
$39.1K - $43.9K
|
3.88K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-327- 3.81% |
$39.4K - $44.3K
|
8.25K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-328- 2.14% |
$39.5K - $44.4K
|
15K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-333- 6.83% |
$40.1K - $45.1K
|
4.55K
$601K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-340- 6.55% |
$41K - $46K
|
4.85K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-340- 81.15% |
$41K - $46K
|
79
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-345- 14.71% |
$41.6K - $46.7K
|
2K
$265K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-346- 0.38% |
$41.7K - $46.9K
|
90.6K
$12M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-347- 15.19% |
$41.8K - $47K
|
1.94K
$256K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-351- 24.43% |
$42.3K - $47.5K
|
1.09K
$144K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-355- 11.45% |
$42.8K - $48.1K
|
2.75K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-365- 1.77% |
$44K - $49.4K
|
20.3K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-380- 7.1% |
$45.8K - $51.5K
|
4.97K
$658K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-400- 26.32% |
$48.2K - $54.2K
|
1.12K
$148K
|