Purchases and Sales Made in Q4 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 2024. 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 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
432+ 11.83% |
$56.9K - $62.2K
|
4.08K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
427New |
$56.3K - $61.5K
|
427
$57.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
424+ 0.73% |
$55.9K - $61.1K
|
58.1K
$7.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
412+ 0.5% |
$54.3K - $59.3K
|
83.2K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
407+ 8.18% |
$53.6K - $58.6K
|
5.38K
$725K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
407+ 1.16% |
$53.6K - $58.6K
|
35.4K
$4.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
401+ 7.63% |
$52.8K - $57.7K
|
5.66K
$763K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
400New |
$52.7K - $57.6K
|
400
$53.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
397+ 2.06% |
$52.3K - $57.2K
|
19.6K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
394+ 1.65% |
$51.9K - $56.7K
|
24.3K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
364+ 7.41% |
$48K - $52.4K
|
5.27K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
362New |
$47.7K - $52.1K
|
362
$48.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
360+ 360.0% |
$47.4K - $51.8K
|
460
$62K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
360New |
$47.4K - $51.8K
|
360
$48.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
359+ 5.85% |
$47.3K - $51.7K
|
6.5K
$876K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
356+ 16.03% |
$46.9K - $51.3K
|
2.58K
$347K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
352+ 10.51% |
$46.4K - $50.7K
|
3.7K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
343+ 6.22% |
$45.2K - $49.4K
|
5.86K
$789K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
336+ 6.25% |
$44.3K - $48.4K
|
5.71K
$770K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
335+ 1.72% |
$44.1K - $48.2K
|
19.8K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
308+ 2.83% |
$40.6K - $44.3K
|
11.2K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
304+ 17.36% |
$40.1K - $43.8K
|
2.06K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
304+ 1.47% |
$40.1K - $43.8K
|
21K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
301+ 2.9% |
$39.7K - $43.3K
|
10.7K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
301New |
$39.7K - $43.3K
|
301
$40.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
300+ 200.0% |
$39.5K - $43.2K
|
450
$60.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
300New |
$39.5K - $43.2K
|
300
$40.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
297+ 7.8% |
$39.1K - $42.8K
|
4.1K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
295+ 3.22% |
$38.9K - $42.5K
|
9.46K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
295+ 0.35% |
$38.9K - $42.5K
|
85.3K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
292+ 16.6% |
$38.5K - $42K
|
2.05K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
288+ 3.54% |
$37.9K - $41.5K
|
8.41K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
287+ 2.71% |
$37.8K - $41.3K
|
10.9K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
285+ 0.91% |
$37.6K - $41K
|
31.5K
$4.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
281+ 5.57% |
$37K - $40.5K
|
5.32K
$718K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
273New |
$36K - $39.3K
|
273
$36.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
271+ 9.88% |
$35.7K - $39K
|
3.01K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
267+ 2.18% |
$35.2K - $38.4K
|
12.5K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
265+ 4.82% |
$34.9K - $38.2K
|
5.76K
$777K
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
BUY
|
- |
264+ 5.75% |
$34.8K - $38K
|
4.85K
$654K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
260+ 16.25% |
$34.3K - $37.4K
|
1.86K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
258+ 16.18% |
$34K - $37.1K
|
1.85K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
254+ 2.02% |
$33.5K - $36.6K
|
12.8K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
251New |
$33.1K - $36.1K
|
251
$33.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
250+ 5.31% |
$32.9K - $36K
|
4.96K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
250+ 84.46% |
$32.9K - $36K
|
546
$73.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
246+ 2.44% |
$32.4K - $35.4K
|
10.3K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
245+ 2.0% |
$32.3K - $35.3K
|
12.5K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
245+ 9.02% |
$32.3K - $35.3K
|
2.96K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
244+ 5.5% |
$32.1K - $35.1K
|
4.68K
$631K
|