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 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-305- 6.37% |
$40.2K - $43.9K
|
4.48K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-307- 0.88% |
$40.5K - $44.2K
|
34.7K
$4.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-310- 9.8% |
$40.8K - $44.6K
|
2.85K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-310- 1.4% |
$40.8K - $44.6K
|
21.8K
$2.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-312- 16.45% |
$41.1K - $44.9K
|
1.59K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-315- 0.2% |
$41.5K - $45.4K
|
156K
$21M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-327- 15.62% |
$43.1K - $47.1K
|
1.77K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-337- 0.56% |
$44.4K - $48.5K
|
60.3K
$8.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-340- 35.86% |
$44.8K - $49K
|
608
$82K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-343- 2.11% |
$45.2K - $49.4K
|
15.9K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-346- 1.05% |
$45.6K - $49.8K
|
32.5K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-350- 9.91% |
$46.1K - $50.4K
|
3.18K
$429K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-351- 0.96% |
$46.2K - $50.5K
|
36.4K
$4.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-355- 61.74% |
$46.8K - $51.1K
|
220
$29.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-364- 11.07% |
$48K - $52.4K
|
2.92K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-365- 15.27% |
$48.1K - $52.6K
|
2.03K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-365- 4.29% |
$48.1K - $52.6K
|
8.15K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-365- 9.28% |
$48.1K - $52.6K
|
3.57K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-366- 1.43% |
$48.2K - $52.7K
|
25.3K
$3.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-369- 2.46% |
$48.6K - $53.1K
|
14.6K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-370- 12.9% |
$48.8K - $53.3K
|
2.5K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-373- 1.18% |
$49.1K - $53.7K
|
31.3K
$4.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-374- 2.7% |
$49.3K - $53.9K
|
13.5K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-376- 2.83% |
$49.5K - $54.1K
|
12.9K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-377- 15.08% |
$49.7K - $54.3K
|
2.12K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-385- 0.17% |
$50.7K - $55.4K
|
231K
$31.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-389- 1.27% |
$51.3K - $56K
|
30.2K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-392- 6.18% |
$51.6K - $56.4K
|
5.96K
$803K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-393- 66.27% |
$51.8K - $56.6K
|
200
$27K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-399- 14.75% |
$52.6K - $57.5K
|
2.31K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-408- 13.31% |
$53.8K - $58.7K
|
2.66K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-413- 4.09% |
$54.4K - $59.5K
|
9.68K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-420- 2.36% |
$55.3K - $60.5K
|
17.4K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-422- 2.94% |
$55.6K - $60.8K
|
13.9K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-425- 5.25% |
$56K - $61.2K
|
7.67K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-430- 4.23% |
$56.7K - $61.9K
|
9.73K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-439- 8.67% |
$57.8K - $63.2K
|
4.63K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-439- 2.8% |
$57.8K - $63.2K
|
15.3K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-445- 1.49% |
$58.6K - $64.1K
|
29.4K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-448- 0.82% |
$59K - $64.5K
|
53.9K
$7.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-452- 6.91% |
$59.6K - $65.1K
|
6.09K
$821K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-477- 1.97% |
$62.8K - $68.7K
|
23.7K
$3.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-524- 0.41% |
$69K - $75.5K
|
127K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-524- 21.18% |
$69K - $75.5K
|
1.95K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-567- 15.93% |
$74.7K - $81.6K
|
2.99K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-569- 5.26% |
$75K - $81.9K
|
10.3K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-570- 0.87% |
$75.1K - $82.1K
|
64.9K
$8.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-597- 76.93% |
$78.7K - $86K
|
179
$24.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-600- 21.43% |
$79.1K - $86.4K
|
2.2K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-613- 9.31% |
$80.8K - $88.3K
|
5.97K
$805K
|