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 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.83K+ 23.45% |
$370K - $438K
|
20.2K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.78KNew |
$365K - $432K
|
3.78K
$506K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.78KNew |
$365K - $432K
|
3.78K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.77KNew |
$363K - $430K
|
3.77K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.71KNew |
$358K - $424K
|
3.71K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.67K+ 292.28% |
$354K - $419K
|
4.93K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.67KNew |
$354K - $419K
|
3.67K
$491K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.66KNew |
$353K - $418K
|
3.66K
$490K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.64KNew |
$351K - $415K
|
3.64K
$487K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.61KNew |
$348K - $412K
|
3.61K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.6KNew |
$347K - $411K
|
3.6K
$482K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
3.5K+ 1398.0% |
$337K - $399K
|
3.75K
$501K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.49K+ 34.16% |
$336K - $398K
|
13.7K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.47KNew |
$334K - $396K
|
3.47K
$464K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.46KNew |
$334K - $395K
|
3.46K
$463K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.42KNew |
$330K - $390K
|
3.42K
$458K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.4KNew |
$328K - $388K
|
3.4K
$455K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
3.38KNew |
$326K - $386K
|
3.38K
$453K
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.36K+ 1.9% |
$324K - $383K
|
180K
$24.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.33KNew |
$321K - $380K
|
3.33K
$446K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.21K+ 10.3% |
$309K - $366K
|
34.3K
$4.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.13KNew |
$302K - $357K
|
3.13K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
3.08K+ 10.69% |
$297K - $352K
|
31.9K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.05K+ 1.77% |
$294K - $348K
|
175K
$23.5M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
3.01KNew |
$290K - $344K
|
3.01K
$403K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.94K+ 203.68% |
$283K - $335K
|
4.38K
$586K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.9K+ 4.65% |
$280K - $331K
|
65.2K
$8.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.85KNew |
$275K - $325K
|
2.85K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 4.96% |
$274K - $325K
|
60.2K
$8.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
2.82K+ 4.37% |
$271K - $321K
|
67.2K
$8.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.79K+ 26.99% |
$269K - $318K
|
13.1K
$1.75M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.78K+ 31.66% |
$268K - $318K
|
11.6K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.73KNew |
$263K - $311K
|
2.73K
$365K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.67K+ 13.4% |
$258K - $305K
|
22.6K
$3.03M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.66K+ 3.75% |
$257K - $304K
|
73.7K
$9.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.6K+ 117.4% |
$251K - $297K
|
4.82K
$645K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.59KNew |
$250K - $296K
|
2.59K
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.56K+ 6.09% |
$247K - $293K
|
44.6K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
2.56KNew |
$247K - $292K
|
2.56K
$342K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.48KNew |
$239K - $283K
|
2.48K
$332K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.47KNew |
$238K - $282K
|
2.47K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$236K - $280K
|
2.45K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.4K+ 7.41% |
$232K - $274K
|
34.8K
$4.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37K+ 34.26% |
$229K - $271K
|
9.29K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.36K+ 2.51% |
$228K - $270K
|
96.5K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.35K+ 16.64% |
$226K - $268K
|
16.4K
$2.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
2.32KNew |
$223K - $264K
|
2.32K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.3KNew |
$222K - $262K
|
2.3K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.28K+ 11.29% |
$220K - $260K
|
22.5K
$3.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2.23KNew |
$215K - $255K
|
2.23K
$299K
|