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
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
116New |
$15.3K - $16.7K
|
116
$15.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
113+ 0.27% |
$14.9K - $16.3K
|
41.2K
$5.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
113+ 1.53% |
$14.9K - $16.3K
|
7.49K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
111+ 1.46% |
$14.6K - $16K
|
7.73K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
109+ 2.22% |
$14.4K - $15.7K
|
5.01K
$676K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
107New |
$14.1K - $15.4K
|
107
$14.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
103+ 33.23% |
$13.6K - $14.8K
|
413
$55.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
101+ 4.06% |
$13.3K - $14.5K
|
2.59K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
100+ 3.74% |
$13.2K - $14.4K
|
2.78K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
100+ 3.45% |
$13.2K - $14.4K
|
3K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
94+ 0.8% |
$12.4K - $13.5K
|
11.8K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
94+ 7.19% |
$12.4K - $13.5K
|
1.4K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
94+ 5.23% |
$12.4K - $13.5K
|
1.89K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
93+ 1.15% |
$12.3K - $13.4K
|
8.18K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
93+ 5.7% |
$12.3K - $13.4K
|
1.73K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
90+ 1.31% |
$11.9K - $13K
|
6.98K
$942K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
89+ 5.57% |
$11.7K - $12.8K
|
1.69K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
89+ 15.59% |
$11.7K - $12.8K
|
660
$89K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
88New |
$11.6K - $12.7K
|
88
$11.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
87+ 0.46% |
$11.5K - $12.5K
|
18.8K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
86+ 6.93% |
$11.3K - $12.4K
|
1.33K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
82+ 4.01% |
$10.8K - $11.8K
|
2.13K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
81+ 5.07% |
$10.7K - $11.7K
|
1.68K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
79+ 3.09% |
$10.4K - $11.4K
|
2.63K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
77+ 2.9% |
$10.1K - $11.1K
|
2.74K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
77+ 0.51% |
$10.1K - $11.1K
|
15.3K
$2.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
76New |
$10K - $10.9K
|
76
$10.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
76+ 0.32% |
$10K - $10.9K
|
23.5K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
76+ 40.0% |
$10K - $10.9K
|
266
$35.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
75+ 300.0% |
$9.88K - $10.8K
|
100
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
75New |
$9.88K - $10.8K
|
75
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
70+ 3.58% |
$9.22K - $10.1K
|
2.03K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
67+ 4.37% |
$8.83K - $9.65K
|
1.6K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
67+ 6.18% |
$8.83K - $9.65K
|
1.15K
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
64+ 1.5% |
$8.43K - $9.22K
|
4.34K
$585K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
58+ 0.35% |
$7.64K - $8.35K
|
16.7K
$2.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
58+ 30.21% |
$7.64K - $8.35K
|
250
$33.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
57+ 4.61% |
$7.51K - $8.21K
|
1.29K
$174K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
55+ 2.52% |
$7.25K - $7.92K
|
2.24K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
54New |
$7.12K - $7.78K
|
54
$7.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54+ 34.18% |
$7.12K - $7.78K
|
212
$28.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
53+ 1.25% |
$6.98K - $7.63K
|
4.29K
$578K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51New |
$6.72K - $7.34K
|
51
$6.88K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
50+ 0.49% |
$6.59K - $7.2K
|
10.3K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50+ 3.13% |
$6.59K - $7.2K
|
1.65K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
50+ 1.99% |
$6.59K - $7.2K
|
2.56K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
50New |
$6.59K - $7.2K
|
50
$6.74K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
46+ 8.71% |
$6.06K - $6.62K
|
574
$77.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
45New |
$5.93K - $6.48K
|
45
$6.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
43New |
$5.67K - $6.19K
|
43
$5.8K
|