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 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
17.3K+ 155.95% |
$1.67M - $1.97M
|
28.4K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
16.7K+ 172.17% |
$1.61M - $1.91M
|
26.4K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
16.6KNew |
$1.6M - $1.89M
|
16.6K
$2.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
16.2KNew |
$1.57M - $1.85M
|
16.2K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15.3K+ 244.26% |
$1.48M - $1.75M
|
21.6K
$2.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
14.2KNew |
$1.37M - $1.62M
|
14.2K
$1.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
14KNew |
$1.35M - $1.59M
|
14K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
BUY
|
- |
13.8K+ 49.57% |
$1.33M - $1.58M
|
41.7K
$5.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
13.8K+ 23.62% |
$1.33M - $1.57M
|
72.1K
$9.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
13K+ 3.24% |
$1.26M - $1.49M
|
415K
$55.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13K+ 34.75% |
$1.25M - $1.48M
|
50.5K
$6.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
13K+ 89.83% |
$1.25M - $1.48M
|
27.4K
$3.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
12.9K+ 104.22% |
$1.24M - $1.47M
|
25.2K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
12.8KNew |
$1.24M - $1.47M
|
12.8K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.8KNew |
$1.24M - $1.46M
|
12.8K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.4K+ 59.18% |
$1.19M - $1.41M
|
33.3K
$4.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.2KNew |
$1.17M - $1.39M
|
12.2K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9K+ 67.2% |
$1.15M - $1.36M
|
29.6K
$3.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
11.9K+ 34.41% |
$1.14M - $1.35M
|
46.4K
$6.2M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.8K+ 99.3% |
$1.14M - $1.35M
|
23.8K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.7K+ 7.12% |
$1.13M - $1.33M
|
176K
$23.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
11.1KNew |
$1.07M - $1.27M
|
11.1K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$1.01M - $1.2M
|
10.5K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
10.5K+ 34.83% |
$1.01M - $1.19M
|
40.5K
$5.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10.4K+ 203.65% |
$1M - $1.19M
|
15.5K
$2.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
10.4KNew |
$1M - $1.18M
|
10.4K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$990K - $1.17M
|
10.3K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
10K+ 4.45% |
$965K - $1.14M
|
235K
$31.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.99K+ 54.36% |
$963K - $1.14M
|
28.4K
$3.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
9.83K+ 13.7% |
$948K - $1.12M
|
81.6K
$10.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.7KNew |
$935K - $1.11M
|
9.7K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.63KNew |
$928K - $1.1M
|
9.63K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.55K+ 37.74% |
$921K - $1.09M
|
34.9K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.55K+ 22.36% |
$921K - $1.09M
|
52.3K
$7M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9.17KNew |
$885K - $1.05M
|
9.17K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.85KNew |
$853K - $1.01M
|
8.85K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
8.75K+ 347.54% |
$844K - $999K
|
11.3K
$1.51M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.05K+ 14.41% |
$776K - $918K
|
63.9K
$8.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
8.03K+ 14.01% |
$774K - $916K
|
65.3K
$8.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
7.88KNew |
$759K - $899K
|
7.88K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.86K+ 2.93% |
$758K - $897K
|
276K
$37M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
7.7K+ 34.88% |
$742K - $879K
|
29.8K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.7KNew |
$742K - $878K
|
7.7K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
7.52K+ 2.21% |
$725K - $858K
|
347K
$46.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.49K+ 185.31% |
$723K - $855K
|
11.5K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.31KNew |
$705K - $835K
|
7.31K
$979K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7.31KNew |
$705K - $834K
|
7.31K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
7.2KNew |
$694K - $822K
|
7.2K
$964K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
7.15K+ 25.58% |
$689K - $816K
|
35.1K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.09K+ 64.49% |
$684K - $809K
|
18.1K
$2.42M
|