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 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 10.25% |
$5.4K - $5.9K
|
441
$59.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
40+ 0.34% |
$5.27K - $5.76K
|
11.9K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
40New |
$5.27K - $5.76K
|
40
$5.39K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
39New |
$5.14K - $5.62K
|
39
$5.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
38+ 9.79% |
$5.01K - $5.47K
|
426
$57.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
37+ 1.71% |
$4.88K - $5.33K
|
2.21K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
36+ 0.85% |
$4.74K - $5.18K
|
4.28K
$577K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35+ 9.36% |
$4.61K - $5.04K
|
409
$55.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
34New |
$4.48K - $4.9K
|
34
$4.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33+ 0.18% |
$4.35K - $4.75K
|
18.7K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
32+ 0.4% |
$4.22K - $4.61K
|
8.01K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
32+ 0.65% |
$4.22K - $4.61K
|
4.98K
$672K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
31+ 1.8% |
$4.08K - $4.46K
|
1.76K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
31+ 1.55% |
$4.08K - $4.46K
|
2.03K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
31+ 310.0% |
$4.08K - $4.46K
|
41
$5.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.1% |
$3.69K - $4.03K
|
28.1K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
27+ 1.28% |
$3.56K - $3.89K
|
2.13K
$288K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
25+ 1.67% |
$3.29K - $3.6K
|
1.52K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25+ 2.03% |
$3.29K - $3.6K
|
1.26K
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
24New |
$3.16K - $3.46K
|
24
$3.24K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
23+ 25.27% |
$3.03K - $3.31K
|
114
$15.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
22New |
$2.9K - $3.17K
|
22
$2.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21+ 0.4% |
$2.77K - $3.02K
|
5.3K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
19+ 0.83% |
$2.5K - $2.74K
|
2.31K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
18+ 0.47% |
$2.37K - $2.59K
|
3.83K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
18+ 0.94% |
$2.37K - $2.59K
|
1.93K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18+ 4.58% |
$2.37K - $2.59K
|
411
$55.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
17+ 0.8% |
$2.24K - $2.45K
|
2.13K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.8% |
$2.11K - $2.3K
|
2.03K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 0.36% |
$1.98K - $2.16K
|
4.18K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.46% |
$1.98K - $2.16K
|
3.3K
$445K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
14+ 0.22% |
$1.84K - $2.02K
|
6.37K
$859K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 0.51% |
$1.84K - $2.02K
|
2.76K
$372K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
14+ 0.37% |
$1.84K - $2.02K
|
3.76K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$1.71K - $1.87K
|
3.51K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.71K - $1.87K
|
2.62K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.52% |
$1.58K - $1.73K
|
2.32K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
11+ 0.15% |
$1.45K - $1.58K
|
7.42K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
11+ 0.23% |
$1.45K - $1.58K
|
4.89K
$659K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11+ 35.48% |
$1.45K - $1.58K
|
42
$5.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.57% |
$1.32K - $1.44K
|
1.77K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9New |
$1.19K - $1.3K
|
9
$1.21K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 0.16% |
$1.19K - $1.3K
|
5.57K
$751K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
9+ 0.48% |
$1.19K - $1.3K
|
1.89K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.36% |
$1.05K - $1.15K
|
2.25K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 0.45% |
$1.05K - $1.15K
|
1.78K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
7New |
$922 - $1.01K
|
7
$944
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
7+ 0.37% |
$922 - $1.01K
|
1.9K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
7+ 0.38% |
$922 - $1.01K
|
1.85K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6+ 0.14% |
$791 - $864
|
4.3K
$579K
|