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 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.88K+ 6.87% |
$663K - $785K
|
107K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.63KNew |
$639K - $757K
|
6.63K
$887K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.53KNew |
$630K - $745K
|
6.53K
$874K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
6.48KNew |
$625K - $740K
|
6.48K
$868K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.48KNew |
$625K - $740K
|
6.48K
$868K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.46K+ 90.3% |
$623K - $738K
|
13.6K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.38K+ 7.69% |
$615K - $728K
|
89.2K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.31K+ 41.2% |
$608K - $720K
|
21.6K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.27KNew |
$605K - $716K
|
6.27K
$840K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.24K+ 11.53% |
$601K - $712K
|
60.3K
$8.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.23K+ 100.02% |
$601K - $711K
|
12.5K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.19K+ 3.05% |
$597K - $706K
|
209K
$28M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.14KNew |
$592K - $700K
|
6.14K
$821K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.1K+ 74.94% |
$588K - $696K
|
14.2K
$1.91M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.04KNew |
$582K - $689K
|
6.04K
$809K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
5.92KNew |
$571K - $676K
|
5.92K
$793K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.89K+ 70.85% |
$568K - $672K
|
14.2K
$1.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
5.88K+ 50.96% |
$567K - $671K
|
17.4K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
5.8KNew |
$559K - $662K
|
5.8K
$776K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
5.78KNew |
$557K - $659K
|
5.78K
$773K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5.64K+ 28.07% |
$544K - $644K
|
25.7K
$3.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
5.49KNew |
$530K - $627K
|
5.49K
$735K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.39KNew |
$520K - $616K
|
5.39K
$722K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.38K+ 20.8% |
$519K - $614K
|
31.2K
$4.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
5.33K+ 8.65% |
$514K - $609K
|
67K
$8.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.31KNew |
$512K - $606K
|
5.31K
$711K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.25K+ 150.24% |
$506K - $599K
|
8.74K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.24K+ 37.91% |
$505K - $598K
|
19.1K
$2.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
5.1K+ 236.66% |
$492K - $582K
|
7.26K
$971K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
5.08K+ 20.89% |
$490K - $580K
|
29.4K
$3.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.07KNew |
$489K - $578K
|
5.07K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.9K+ 2.92% |
$472K - $559K
|
173K
$23.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.81K+ 34.25% |
$464K - $549K
|
18.8K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.77KNew |
$460K - $545K
|
4.77K
$639K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
4.76KNew |
$459K - $543K
|
4.76K
$637K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.75K+ 84.1% |
$458K - $542K
|
10.4K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.6K+ 19.29% |
$443K - $525K
|
28.4K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
4.59K+ 10.54% |
$442K - $523K
|
48.1K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.51K+ 71.96% |
$434K - $514K
|
10.8K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
4.5K+ 5113.64% |
$434K - $514K
|
4.59K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.5KNew |
$433K - $513K
|
4.5K
$602K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
4.45KNew |
$429K - $508K
|
4.45K
$596K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.4KNew |
$425K - $503K
|
4.4K
$590K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.34K+ 12.58% |
$418K - $495K
|
38.8K
$5.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
4.27K+ 6.19% |
$412K - $488K
|
73.4K
$9.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.27KNew |
$412K - $487K
|
4.27K
$571K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.26K+ 55.8% |
$410K - $486K
|
11.9K
$1.59M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4KNew |
$386K - $457K
|
4K
$535K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.87K+ 45.88% |
$373K - $441K
|
12.3K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.85KNew |
$371K - $439K
|
3.85K
$515K
|