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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.82K+ 67.55% |
$635K - $694K
|
12K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.75K+ 11.68% |
$626K - $685K
|
45.5K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
4.75KNew |
$626K - $684K
|
4.75K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.71KNew |
$620K - $678K
|
4.71K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.69KNew |
$618K - $675K
|
4.69K
$632K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.68K+ 713.74% |
$616K - $673K
|
5.33K
$719K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
4.57K+ 69.0% |
$602K - $658K
|
11.2K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.53KNew |
$597K - $652K
|
4.53K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.42K+ 26.43% |
$583K - $637K
|
21.2K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.41K+ 6.83% |
$581K - $635K
|
68.9K
$9.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.36K+ 62.63% |
$574K - $627K
|
11.3K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.18KNew |
$551K - $602K
|
4.18K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.15KNew |
$547K - $598K
|
4.15K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.14KNew |
$545K - $595K
|
4.14K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.13KNew |
$544K - $595K
|
4.13K
$557K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.08K+ 1.93% |
$538K - $588K
|
216K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4.06KNew |
$535K - $585K
|
4.06K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
4.03K+ 12.25% |
$531K - $581K
|
36.9K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
4.01K+ 2.41% |
$528K - $578K
|
170K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.87K+ 101.9% |
$510K - $557K
|
7.67K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.82KNew |
$503K - $549K
|
3.82K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.81KNew |
$502K - $549K
|
3.81K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
3.8K+ 10.06% |
$500K - $546K
|
41.5K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.79KNew |
$499K - $546K
|
3.79K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.78K+ 28.18% |
$497K - $544K
|
17.2K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.75K+ 27.56% |
$494K - $540K
|
17.4K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.71KNew |
$489K - $534K
|
3.71K
$500K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.67K+ 2.23% |
$483K - $528K
|
168K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.65KNew |
$481K - $526K
|
3.65K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.65K+ 45.93% |
$481K - $525K
|
11.6K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.59K+ 3.69% |
$473K - $517K
|
101K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.58KNew |
$472K - $516K
|
3.58K
$483K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.55KNew |
$467K - $511K
|
3.55K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.54K+ 43.36% |
$467K - $510K
|
11.7K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.48K+ 7.24% |
$458K - $501K
|
51.6K
$6.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.41K+ 15.11% |
$450K - $492K
|
26K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
3.38KNew |
$445K - $487K
|
3.38K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.35K+ 238.21% |
$442K - $483K
|
4.76K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.34K+ 34.88% |
$440K - $481K
|
12.9K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
3.3K+ 1.03% |
$435K - $475K
|
325K
$43.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
3.3K+ 34.74% |
$435K - $475K
|
12.8K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
3.3K+ 11.09% |
$434K - $474K
|
33K
$4.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.27KNew |
$431K - $471K
|
3.27K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.24K+ 8.09% |
$427K - $467K
|
43.3K
$5.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.23K+ 0.94% |
$425K - $465K
|
347K
$46.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.2K+ 17.25% |
$422K - $461K
|
21.8K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.18KNew |
$419K - $458K
|
3.18K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.16KNew |
$416K - $454K
|
3.16K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3.07K+ 8.08% |
$404K - $442K
|
41K
$5.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.01K+ 19.95% |
$396K - $433K
|
18.1K
$2.44M
|