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 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-61- 1.12% |
$8.04K - $8.78K
|
5.37K
$724K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-62- 0.66% |
$8.17K - $8.93K
|
9.3K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-62- 46.62% |
$8.17K - $8.93K
|
71
$9.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-63- 0.62% |
$8.3K - $9.07K
|
10.1K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-65- 3.65% |
$8.56K - $9.36K
|
1.72K
$232K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-66- 0.51% |
$8.7K - $9.5K
|
12.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-67- 1.93% |
$8.83K - $9.65K
|
3.4K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-71- 2.67% |
$9.35K - $10.2K
|
2.59K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-71- 1.1% |
$9.35K - $10.2K
|
6.36K
$858K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-72- 0.68% |
$9.49K - $10.4K
|
10.5K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-73- 22.12% |
$9.62K - $10.5K
|
257
$34.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-73- 3.92% |
$9.62K - $10.5K
|
1.79K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-73- 2.47% |
$9.62K - $10.5K
|
2.89K
$389K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-75- 1.15% |
$9.88K - $10.8K
|
6.45K
$870K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-75- 3.66% |
$9.88K - $10.8K
|
1.98K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-75- 2.09% |
$9.88K - $10.8K
|
3.51K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-76- 0.3% |
$10K - $10.9K
|
24.9K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-76- 1.51% |
$10K - $10.9K
|
4.95K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-78- 87.64% |
$10.3K - $11.2K
|
11
$1.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-78- 2.09% |
$10.3K - $11.2K
|
3.65K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-79- 2.85% |
$10.4K - $11.4K
|
2.7K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-83- 1.04% |
$10.9K - $12K
|
7.9K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.84% |
$11.9K - $13K
|
4.81K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-93- 3.01% |
$12.3K - $13.4K
|
3K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-94- 1.9% |
$12.4K - $13.5K
|
4.86K
$655K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-95- 0.46% |
$12.5K - $13.7K
|
20.3K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-95- 0.92% |
$12.5K - $13.7K
|
10.2K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-95- 3.06% |
$12.5K - $13.7K
|
3.01K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-96- 1.59% |
$12.6K - $13.8K
|
5.94K
$801K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-97- 1.77% |
$12.8K - $14K
|
5.4K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-99- 1.72% |
$13K - $14.3K
|
5.66K
$763K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-99- 5.76% |
$13K - $14.3K
|
1.62K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 5.26% |
$13.2K - $14.4K
|
1.8K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-103- 0.98% |
$13.6K - $14.8K
|
10.4K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-105- 6.5% |
$13.8K - $15.1K
|
1.51K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-105- 3.57% |
$13.8K - $15.1K
|
2.84K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-107- 4.45% |
$14.1K - $15.4K
|
2.3K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-110- 3.08% |
$14.5K - $15.8K
|
3.47K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-114- 0.49% |
$15K - $16.4K
|
23K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-119- 5.07% |
$15.7K - $17.1K
|
2.23K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-127- 3.16% |
$16.7K - $18.3K
|
3.9K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-128- 0.61% |
$16.9K - $18.4K
|
20.9K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-135- 4.46% |
$17.8K - $19.4K
|
2.89K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-135- 3.83% |
$17.8K - $19.4K
|
3.39K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-139- 3.99% |
$18.3K - $20K
|
3.35K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-139- 3.64% |
$18.3K - $20K
|
3.68K
$496K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-144- 1.31% |
$19K - $20.7K
|
10.8K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-148- 2.56% |
$19.5K - $21.3K
|
5.63K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-155- 6.5% |
$20.4K - $22.3K
|
2.23K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-164- 5.72% |
$21.6K - $23.6K
|
2.71K
$365K
|