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 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-122- 5.31% |
$11.8K - $13.9K
|
2.18K
$286K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-122- 82.99% |
$11.8K - $13.9K
|
25
$3.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-123- 0.37% |
$11.9K - $14K
|
33.4K
$4.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-125- 3.65% |
$12.1K - $14.3K
|
3.3K
$433K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-128- 1.46% |
$12.3K - $14.6K
|
8.61K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-128- 1.03% |
$12.3K - $14.6K
|
12.3K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-131- 0.66% |
$12.6K - $15K
|
19.6K
$2.58M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-132- 26.09% |
$12.7K - $15.1K
|
374
$49.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-132- 3.89% |
$12.7K - $15.1K
|
3.26K
$428K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-133- 0.34% |
$12.8K - $15.2K
|
39.6K
$5.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-133- 0.21% |
$12.8K - $15.2K
|
63.8K
$8.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-136- 6.11% |
$13.1K - $15.5K
|
2.09K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-137- 1.5% |
$13.2K - $15.6K
|
8.97K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-137- 5.84% |
$13.2K - $15.6K
|
2.21K
$290K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-140- 4.0% |
$13.5K - $16K
|
3.36K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-141- 5.91% |
$13.6K - $16.1K
|
2.25K
$295K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-141- 0.82% |
$13.6K - $16.1K
|
17.1K
$2.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-141- 5.19% |
$13.6K - $16.1K
|
2.58K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-147- 1.03% |
$14.2K - $16.8K
|
14.1K
$1.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-150- 1.68% |
$14.5K - $17.1K
|
8.77K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-150- 1.05% |
$14.5K - $17.1K
|
14.1K
$1.85M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-150- 0.88% |
$14.5K - $17.1K
|
16.8K
$2.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 7.03% |
$14.5K - $17.1K
|
1.99K
$261K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-152- 0.8% |
$14.7K - $17.3K
|
18.9K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-154- 2.03% |
$14.9K - $17.6K
|
7.42K
$974K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-155- 1.16% |
$14.9K - $17.7K
|
13.3K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-155- 1.51% |
$14.9K - $17.7K
|
10.1K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-155- 7.42% |
$14.9K - $17.7K
|
1.94K
$254K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-163- 0.74% |
$15.7K - $18.6K
|
21.7K
$2.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-165- 1.72% |
$15.9K - $18.8K
|
9.44K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-169- 0.37% |
$16.3K - $19.3K
|
45.2K
$5.93M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-171- 4.22% |
$16.5K - $19.5K
|
3.89K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-172- 27.34% |
$16.6K - $19.6K
|
457
$60K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-173- 35.38% |
$16.7K - $19.7K
|
316
$41.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-175- 27.43% |
$16.9K - $20K
|
463
$60.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-175- 1.68% |
$16.9K - $20K
|
10.2K
$1.34M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-176- 62.63% |
$17K - $20.1K
|
105
$13.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-176- 62.63% |
$17K - $20.1K
|
105
$13.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-178- 5.78% |
$17.2K - $20.3K
|
2.9K
$381K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-180- 0.88% |
$17.4K - $20.5K
|
20.2K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-185- 48.18% |
$17.8K - $21.1K
|
199
$26.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-188- 0.35% |
$18.1K - $21.5K
|
53.8K
$7.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-196- 0.71% |
$18.9K - $22.4K
|
27.3K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-199- 92.99% |
$19.2K - $22.7K
|
15
$1.97K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-200- 13.65% |
$19.3K - $22.8K
|
1.27K
$166K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-200- 6.22% |
$19.3K - $22.8K
|
3.01K
$396K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-200- 2.72% |
$19.3K - $22.8K
|
7.15K
$939K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-200- 6.2% |
$19.3K - $22.8K
|
3.03K
$397K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 5.63% |
$19.3K - $22.8K
|
3.35K
$440K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-204- 66.67% |
$19.7K - $23.3K
|
102
$13.4K
|