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 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-484- 11.04% |
$46.7K - $55.2K
|
3.9K
$512K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-485- 10.46% |
$46.8K - $55.4K
|
4.15K
$545K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-488- 11.65% |
$47.1K - $55.7K
|
3.7K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-490- 42.72% |
$47.3K - $55.9K
|
657
$86.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-498- 1.75% |
$48K - $56.8K
|
27.9K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-498- 21.34% |
$48K - $56.8K
|
1.84K
$241K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-501- 9.46% |
$48.3K - $57.2K
|
4.8K
$630K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-542- 2.43% |
$52.3K - $61.9K
|
21.8K
$2.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-560- 1.95% |
$54K - $63.9K
|
28.2K
$3.71M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-571- 0.58% |
$55.1K - $65.2K
|
98.6K
$12.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-577- 1.39% |
$55.6K - $65.9K
|
41K
$5.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-594- 19.03% |
$57.3K - $67.8K
|
2.53K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-596- 79.47% |
$57.5K - $68K
|
154
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-598- 46.36% |
$57.7K - $68.2K
|
692
$90.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-616- 13.08% |
$59.4K - $70.3K
|
4.09K
$537K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-624- 15.7% |
$60.2K - $71.2K
|
3.35K
$440K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-627- 10.77% |
$60.5K - $71.6K
|
5.2K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-653- 7.12% |
$63K - $74.5K
|
8.52K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-665- 0.43% |
$64.1K - $75.9K
|
155K
$20.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-674- 0.54% |
$65K - $76.9K
|
124K
$16.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-675- 2.05% |
$65.1K - $77K
|
32.2K
$4.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-679- 1.24% |
$65.5K - $77.5K
|
53.9K
$7.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-682- 4.52% |
$65.8K - $77.8K
|
14.4K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-692- 5.27% |
$66.7K - $79K
|
12.4K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-692- 25.71% |
$66.7K - $79K
|
2K
$263K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-693- 5.21% |
$66.8K - $79.1K
|
12.6K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-694- 4.14% |
$66.9K - $79.2K
|
16.1K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-727- 5.59% |
$70.1K - $83K
|
12.3K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-736- 11.22% |
$71K - $84K
|
5.82K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-742- 1.78% |
$71.6K - $84.7K
|
40.9K
$5.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-744- 2.13% |
$71.8K - $84.9K
|
34.2K
$4.49M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-750- 24.74% |
$72.3K - $85.6K
|
2.28K
$299K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-762- 3.36% |
$73.5K - $87K
|
21.9K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-766- 87.05% |
$73.9K - $87.4K
|
114
$15K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-781- 4.83% |
$75.3K - $89.1K
|
15.4K
$2.02M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-785- 6.24% |
$75.7K - $89.6K
|
11.8K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-786- 2.13% |
$75.8K - $89.7K
|
36.2K
$4.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-805- 4.58% |
$77.6K - $91.9K
|
16.8K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-816- 5.97% |
$78.7K - $93.1K
|
12.8K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-820- 0.62% |
$79.1K - $93.6K
|
131K
$17.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-825- 15.63% |
$79.6K - $94.2K
|
4.45K
$585K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-828- 22.21% |
$79.9K - $94.5K
|
2.9K
$381K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-834- 1.99% |
$80.4K - $95.2K
|
41.2K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-852- 1.02% |
$82.2K - $97.2K
|
82.6K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-857- 29.64% |
$82.6K - $97.8K
|
2.03K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-858- 5.21% |
$82.7K - $97.9K
|
15.6K
$2.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-860- 12.19% |
$82.9K - $98.2K
|
6.2K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-873- 17.83% |
$84.2K - $99.6K
|
4.02K
$528K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-875- 26.69% |
$84.4K - $99.9K
|
2.4K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-879- 1.63% |
$84.8K - $100K
|
53K
$6.95M
|