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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-208- 24.73% |
$20.1K - $23.7K
|
633
$83.1K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-209- 1.73% |
$20.2K - $23.9K
|
11.9K
$1.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-216- 12.46% |
$20.8K - $24.7K
|
1.52K
$199K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-219- 14.55% |
$21.1K - $25K
|
1.29K
$169K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-225- 6.89% |
$21.7K - $25.7K
|
3.04K
$399K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-229- 2.04% |
$22.1K - $26.1K
|
11K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-234- 12.37% |
$22.6K - $26.7K
|
1.66K
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-237- 4.41% |
$22.9K - $27K
|
5.14K
$674K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-273- 8.47% |
$26.3K - $31.2K
|
2.95K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-273- 0.68% |
$26.3K - $31.2K
|
39.7K
$5.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-280- 24.63% |
$27K - $32K
|
857
$113K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-287- 4.17% |
$27.7K - $32.8K
|
6.6K
$867K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-291- 2.51% |
$28.1K - $33.2K
|
11.3K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-292- 2.33% |
$28.2K - $33.3K
|
12.2K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-295- 2.19% |
$28.4K - $33.7K
|
13.2K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-295- 10.74% |
$28.4K - $33.7K
|
2.45K
$322K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-297- 5.83% |
$28.6K - $33.9K
|
4.79K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-299- 17.54% |
$28.8K - $34.1K
|
1.41K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-300- 0.76% |
$28.9K - $34.2K
|
38.9K
$5.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-308- 1.29% |
$29.7K - $35.2K
|
23.6K
$3.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-312- 8.38% |
$30.1K - $35.6K
|
3.41K
$448K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-317- 6.23% |
$30.6K - $36.2K
|
4.77K
$626K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-320- 3.32% |
$30.9K - $36.5K
|
9.32K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-345- 8.85% |
$33.3K - $39.4K
|
3.55K
$467K
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
SELL
|
- |
-345- 9.99% |
$33.3K - $39.4K
|
3.11K
$408K
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-352- 4.87% |
$33.9K - $40.2K
|
6.88K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-357- 5.69% |
$34.4K - $40.7K
|
5.92K
$777K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-364- 9.44% |
$35.1K - $41.5K
|
3.49K
$459K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-365- 3.61% |
$35.2K - $41.7K
|
9.74K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-367- 1.63% |
$35.4K - $41.9K
|
22.1K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-367- 2.37% |
$35.4K - $41.9K
|
15.1K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-385- 3.24% |
$37.1K - $43.9K
|
11.5K
$1.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-395- 12.67% |
$38.1K - $45.1K
|
2.72K
$358K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-399- 71.12% |
$38.5K - $45.5K
|
162
$21.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-400- 94.12% |
$38.6K - $45.7K
|
25
$3.28K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 6.56% |
$38.6K - $45.7K
|
5.7K
$749K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-404- 10.3% |
$39K - $46.1K
|
3.52K
$462K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-420- 3.53% |
$40.5K - $47.9K
|
11.5K
$1.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-420- 6.95% |
$40.5K - $47.9K
|
5.62K
$738K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-425- 9.08% |
$41K - $48.5K
|
4.26K
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-426- 3.17% |
$41.1K - $48.6K
|
13K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-428- 14.72% |
$41.3K - $48.8K
|
2.48K
$326K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-432- 12.71% |
$41.7K - $49.3K
|
2.97K
$389K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-436- 15.44% |
$42K - $49.8K
|
2.39K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-436- 4.93% |
$42K - $49.8K
|
8.41K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-439- 2.63% |
$42.3K - $50.1K
|
16.2K
$2.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-450- 13.78% |
$43.4K - $51.4K
|
2.82K
$370K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-460- 0.62% |
$44.4K - $52.5K
|
73.6K
$9.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-470- 1.54% |
$45.3K - $53.6K
|
30K
$3.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-479- 15.05% |
$46.2K - $54.7K
|
2.7K
$355K
|