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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
244+ 2.19% |
$32.1K - $35.1K
|
11.4K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
243+ 11.74% |
$32K - $35K
|
2.31K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
243+ 1.45% |
$32K - $35K
|
17K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
239+ 15.22% |
$31.5K - $34.4K
|
1.81K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
235New |
$31K - $33.8K
|
235
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
235+ 2.49% |
$31K - $33.8K
|
9.66K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
230+ 5.53% |
$30.3K - $33.1K
|
4.39K
$592K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
230+ 3.9% |
$30.3K - $33.1K
|
6.14K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
228+ 3.22% |
$30K - $32.8K
|
7.31K
$986K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
227+ 4.05% |
$29.9K - $32.7K
|
5.83K
$786K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
226+ 50.11% |
$29.8K - $32.5K
|
677
$91.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
221+ 6.08% |
$29.1K - $31.8K
|
3.86K
$520K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
221New |
$29.1K - $31.8K
|
221
$29.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
215+ 4.09% |
$28.3K - $31K
|
5.47K
$737K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
215+ 9.94% |
$28.3K - $31K
|
2.38K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
209+ 0.2% |
$27.5K - $30.1K
|
107K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
206+ 1.48% |
$27.1K - $29.7K
|
14.1K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
205New |
$27K - $29.5K
|
205
$27.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
204+ 8.92% |
$26.9K - $29.4K
|
2.49K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
200+ 4.51% |
$26.4K - $28.8K
|
4.63K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200New |
$26.4K - $28.8K
|
200
$27K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
192New |
$25.3K - $27.6K
|
192
$25.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
188+ 2.64% |
$24.8K - $27.1K
|
7.31K
$986K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
188+ 6.11% |
$24.8K - $27.1K
|
3.27K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
183+ 9.85% |
$24.1K - $26.4K
|
2.04K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
176+ 12.34% |
$23.2K - $25.3K
|
1.6K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
175+ 2.96% |
$23.1K - $25.2K
|
6.08K
$820K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
174New |
$22.9K - $25.1K
|
174
$23.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
172+ 0.5% |
$22.7K - $24.8K
|
34.5K
$4.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
171+ 0.46% |
$22.5K - $24.6K
|
37K
$4.98M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
168+ 7.92% |
$22.1K - $24.2K
|
2.29K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 2.43% |
$22K - $24K
|
7.03K
$948K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
160New |
$21.1K - $23K
|
160
$21.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
158+ 8.44% |
$20.8K - $22.8K
|
2.03K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
157+ 49.37% |
$20.7K - $22.6K
|
475
$64K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
156+ 2.89% |
$20.6K - $22.5K
|
5.55K
$748K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
151+ 0.63% |
$19.9K - $21.7K
|
24.2K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
151+ 5.44% |
$19.9K - $21.7K
|
2.93K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
145+ 0.29% |
$19.1K - $20.9K
|
50.4K
$6.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
143+ 1.18% |
$18.8K - $20.6K
|
12.3K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
135+ 2.52% |
$17.8K - $19.4K
|
5.48K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
130New |
$17.1K - $18.7K
|
130
$17.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
130+ 4.37% |
$17.1K - $18.7K
|
3.1K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
130+ 6.83% |
$17.1K - $18.7K
|
2.03K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
127+ 2.39% |
$16.7K - $18.3K
|
5.44K
$734K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
126+ 2.19% |
$16.6K - $18.1K
|
5.87K
$792K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
123+ 4.25% |
$16.2K - $17.7K
|
3.02K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
122+ 3.31% |
$16.1K - $17.6K
|
3.81K
$513K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
121+ 0.97% |
$15.9K - $17.4K
|
12.6K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
118+ 1.13% |
$15.5K - $17K
|
10.6K
$1.43M
|