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 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-13- 0.49% |
$1.71K - $1.87K
|
2.65K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 1.68% |
$1.98K - $2.16K
|
877
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16- 0.37% |
$2.11K - $2.3K
|
4.32K
$583K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-16- 0.73% |
$2.11K - $2.3K
|
2.18K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-18- 0.16% |
$2.37K - $2.59K
|
11.4K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-20- 0.81% |
$2.64K - $2.88K
|
2.45K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-24- 0.4% |
$3.16K - $3.46K
|
6.02K
$812K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 0.2% |
$3.16K - $3.46K
|
12K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-25- 1.45% |
$3.29K - $3.6K
|
1.7K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.31% |
$3.29K - $3.6K
|
7.97K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.43% |
$3.29K - $3.6K
|
5.77K
$778K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-25- 0.46% |
$3.29K - $3.6K
|
5.4K
$728K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-25- 2.46% |
$3.29K - $3.6K
|
992
$134K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-26- 0.32% |
$3.43K - $3.74K
|
8.23K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-26- 1.47% |
$3.43K - $3.74K
|
1.74K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-29- 0.05% |
$3.82K - $4.18K
|
55.4K
$7.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31- 0.25% |
$4.08K - $4.46K
|
12.5K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-35- 0.03% |
$4.61K - $5.04K
|
123K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-35- 2.04% |
$4.61K - $5.04K
|
1.68K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-35- 0.75% |
$4.61K - $5.04K
|
4.65K
$627K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-37- 1.37% |
$4.88K - $5.33K
|
2.67K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-38- 11.08% |
$5.01K - $5.47K
|
305
$41.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-38- 0.99% |
$5.01K - $5.47K
|
3.78K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-39- 0.48% |
$5.14K - $5.62K
|
8.14K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-42- 0.32% |
$5.53K - $6.05K
|
13.1K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-42- 1.13% |
$5.53K - $6.05K
|
3.67K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-42- 0.08% |
$5.53K - $6.05K
|
53.8K
$7.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-43- 0.05% |
$5.67K - $6.19K
|
83.4K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-43- 1.09% |
$5.67K - $6.19K
|
3.91K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-44- 1.88% |
$5.8K - $6.34K
|
2.29K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-45- 2.1% |
$5.93K - $6.48K
|
2.09K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-45- 2.22% |
$5.93K - $6.48K
|
1.98K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-45- 1.53% |
$5.93K - $6.48K
|
2.9K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-47- 1.05% |
$6.19K - $6.77K
|
4.41K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-50- 4.36% |
$6.59K - $7.2K
|
1.1K
$148K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-50- 0.42% |
$6.59K - $7.2K
|
11.9K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-50- 2.76% |
$6.59K - $7.2K
|
1.76K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 0.81% |
$6.59K - $7.2K
|
6.14K
$828K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 2.72% |
$6.59K - $7.2K
|
1.79K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-50- 1.99% |
$6.59K - $7.2K
|
2.47K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-50- 10.46% |
$6.59K - $7.2K
|
428
$57.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-51- 0.64% |
$6.72K - $7.34K
|
7.95K
$1.07M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-54- 1.34% |
$7.12K - $7.78K
|
3.97K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-54- 0.52% |
$7.12K - $7.78K
|
10.3K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-56- 8.87% |
$7.38K - $8.06K
|
575
$77.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-57- 2.49% |
$7.51K - $8.21K
|
2.23K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-57- 4.4% |
$7.51K - $8.21K
|
1.24K
$167K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-59- 3.21% |
$7.77K - $8.5K
|
1.78K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-60- 0.75% |
$7.91K - $8.64K
|
7.91K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-60- 1.02% |
$7.91K - $8.64K
|
5.8K
$782K
|