Purchases and Sales Made in Q4 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
64+ 1.23% |
$6.17K - $7.3K
|
5.28K
$701K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
64+ 2.83% |
$6.17K - $7.3K
|
2.32K
$309K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
63New |
$6.08K - $7.19K
|
63
$8.37K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
63+ 1.71% |
$6.08K - $7.19K
|
3.76K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
62+ 40.79% |
$5.98K - $7.08K
|
214
$28.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
58+ 0.6% |
$5.59K - $6.62K
|
9.7K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
56New |
$5.4K - $6.39K
|
56
$7.44K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 2.22% |
$5.11K - $6.05K
|
2.44K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
53+ 0.62% |
$5.11K - $6.05K
|
8.55K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51New |
$4.92K - $5.82K
|
51
$6.77K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 21.7% |
$4.92K - $5.82K
|
286
$38K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
51+ 0.87% |
$4.92K - $5.82K
|
5.89K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50+ 2.51% |
$4.82K - $5.71K
|
2.05K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$4.82K - $5.71K
|
50
$6.64K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 1.17% |
$4.82K - $5.71K
|
4.32K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
49+ 0.5% |
$4.73K - $5.59K
|
9.87K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
49+ 2.1% |
$4.73K - $5.59K
|
2.38K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
49+ 0.13% |
$4.73K - $5.59K
|
37.4K
$4.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
48+ 1.37% |
$4.63K - $5.48K
|
3.55K
$471K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
44+ 80.0% |
$4.24K - $5.02K
|
99
$13.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
41New |
$3.95K - $4.68K
|
41
$5.45K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
41New |
$3.95K - $4.68K
|
41
$5.45K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
40+ 1.54% |
$3.86K - $4.57K
|
2.65K
$351K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
40New |
$3.86K - $4.57K
|
40
$5.31K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
40+ 0.4% |
$3.86K - $4.57K
|
10K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
39+ 0.11% |
$3.76K - $4.45K
|
35.1K
$4.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
38+ 1.15% |
$3.66K - $4.34K
|
3.33K
$442K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
36New |
$3.47K - $4.11K
|
36
$4.78K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
32+ 1.13% |
$3.09K - $3.65K
|
2.85K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
32+ 0.08% |
$3.09K - $3.65K
|
40.3K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
30+ 0.54% |
$2.89K - $3.42K
|
5.58K
$741K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
28New |
$2.7K - $3.2K
|
28
$3.72K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.36% |
$2.7K - $3.2K
|
7.85K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 133.33% |
$2.7K - $3.2K
|
49
$6.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
27+ 1.47% |
$2.6K - $3.08K
|
1.86K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
27+ 2.12% |
$2.6K - $3.08K
|
1.3K
$173K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
26+ 0.54% |
$2.51K - $2.97K
|
4.84K
$642K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
25New |
$2.41K - $2.85K
|
25
$3.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
25New |
$2.41K - $2.85K
|
25
$3.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.34% |
$2.12K - $2.51K
|
6.52K
$866K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 2.59% |
$1.93K - $2.28K
|
793
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
20+ 0.87% |
$1.93K - $2.28K
|
2.33K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 0.53% |
$1.83K - $2.17K
|
3.62K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 4.65% |
$1.83K - $2.17K
|
428
$56.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
18+ 0.56% |
$1.74K - $2.05K
|
3.26K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
17+ 0.34% |
$1.64K - $1.94K
|
5.05K
$671K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
16+ 0.5% |
$1.54K - $1.83K
|
3.2K
$425K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
15+ 0.47% |
$1.45K - $1.71K
|
3.18K
$422K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
15+ 10.0% |
$1.45K - $1.71K
|
165
$21.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.54% |
$1.35K - $1.6K
|
2.58K
$343K
|