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 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
8.56KNew |
$1.13M - $1.23M
|
8.56K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
8.46KNew |
$1.11M - $1.22M
|
8.46K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.35K+ 2.37% |
$1.1M - $1.2M
|
361K
$48.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
8.33K+ 187.12% |
$1.1M - $1.2M
|
12.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.2K+ 0.83% |
$1.08M - $1.18M
|
999K
$135M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.15K+ 51.72% |
$1.07M - $1.17M
|
23.9K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.13KNew |
$1.07M - $1.17M
|
8.13K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.03K+ 4.97% |
$1.06M - $1.16M
|
170K
$22.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.83K+ 24.22% |
$1.03M - $1.13M
|
40.2K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.69KNew |
$1.01M - $1.11M
|
7.69K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
7.67KNew |
$1.01M - $1.1M
|
7.67K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.54K+ 125.73% |
$993K - $1.09M
|
13.5K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.51K+ 22.0% |
$990K - $1.08M
|
41.6K
$5.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.28K+ 25.64% |
$960K - $1.05M
|
35.7K
$4.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.08K+ 24.54% |
$933K - $1.02M
|
35.9K
$4.84M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.94K+ 105.57% |
$914K - $999K
|
13.5K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
6.88K+ 18.88% |
$906K - $990K
|
43.3K
$5.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.85K+ 31.08% |
$903K - $986K
|
28.9K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.84K+ 29.9% |
$901K - $985K
|
29.7K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.5K+ 6.03% |
$857K - $936K
|
114K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.5K+ 40.02% |
$856K - $935K
|
22.7K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.26KNew |
$825K - $902K
|
6.26K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6.24KNew |
$822K - $898K
|
6.24K
$841K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.21KNew |
$818K - $894K
|
6.21K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$816K - $891K
|
6.19K
$835K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.12K+ 47.58% |
$806K - $881K
|
19K
$2.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
6.06K+ 1.95% |
$798K - $872K
|
316K
$42.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.05KNew |
$798K - $872K
|
6.05K
$816K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.95KNew |
$784K - $857K
|
5.95K
$802K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.93K+ 57.76% |
$782K - $854K
|
16.2K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.66K+ 4.79% |
$745K - $814K
|
124K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.63KNew |
$742K - $811K
|
5.63K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.51K+ 46.03% |
$726K - $794K
|
17.5K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
5.31KNew |
$700K - $765K
|
5.31K
$716K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5.16K+ 76.82% |
$679K - $742K
|
11.9K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5.15K+ 21.2% |
$678K - $741K
|
29.4K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.13K+ 19.84% |
$676K - $738K
|
31K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
5.13KNew |
$675K - $738K
|
5.13K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.13K+ 3.66% |
$675K - $738K
|
145K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5.12K+ 59.71% |
$675K - $738K
|
13.7K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.09KNew |
$670K - $732K
|
5.09K
$686K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.06K+ 20.89% |
$667K - $729K
|
29.3K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.06KNew |
$667K - $729K
|
5.06K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5K+ 109.84% |
$659K - $720K
|
9.56K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
5K+ 50.0% |
$659K - $720K
|
15K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
4.99K+ 22.04% |
$658K - $719K
|
27.6K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
4.97K+ 5.94% |
$655K - $716K
|
88.7K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.92KNew |
$648K - $708K
|
4.92K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.92K+ 6.32% |
$648K - $708K
|
82.6K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
4.89KNew |
$644K - $703K
|
4.89K
$659K
|