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 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.89KNew |
$249K - $272K
|
1.89K
$255K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.89KNew |
$248K - $271K
|
1.89K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.87K+ 8.95% |
$247K - $270K
|
22.8K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.87K+ 17.18% |
$247K - $270K
|
12.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.85K+ 35.04% |
$244K - $266K
|
7.13K
$961K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.84KNew |
$243K - $265K
|
1.84K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.84K+ 7.75% |
$242K - $264K
|
25.5K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$241K - $264K
|
1.83K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.83K+ 27.81% |
$241K - $263K
|
8.4K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.8K+ 60.72% |
$237K - $259K
|
4.77K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.77K+ 15.46% |
$233K - $255K
|
13.2K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
1.75KNew |
$231K - $252K
|
1.75K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.75K+ 8.09% |
$230K - $252K
|
23.4K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.73KNew |
$228K - $249K
|
1.73K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.7K+ 13.8% |
$224K - $245K
|
14K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
1.7KNew |
$224K - $245K
|
1.7K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.7K+ 93.71% |
$224K - $244K
|
3.51K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.67K+ 41.61% |
$220K - $240K
|
5.68K
$766K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.67K+ 22.05% |
$220K - $240K
|
9.24K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.65K+ 2.82% |
$217K - $237K
|
60.1K
$8.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.64KNew |
$216K - $236K
|
1.64K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.64K+ 4.86% |
$216K - $236K
|
35.4K
$4.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.63K+ 1.77% |
$215K - $235K
|
93.5K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
1.61K+ 4.0% |
$212K - $232K
|
41.8K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.59KNew |
$210K - $229K
|
1.59K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.59KNew |
$209K - $229K
|
1.59K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.59K+ 92.0% |
$209K - $228K
|
3.31K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.58KNew |
$208K - $227K
|
1.58K
$213K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.55K+ 228.05% |
$205K - $224K
|
2.23K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.54K+ 5.09% |
$203K - $222K
|
31.8K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.54KNew |
$203K - $221K
|
1.54K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.54KNew |
$202K - $221K
|
1.54K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.53K+ 8.13% |
$202K - $221K
|
20.4K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.53K+ 74.9% |
$201K - $220K
|
3.56K
$480K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
1.52K+ 4.18% |
$200K - $219K
|
37.9K
$5.11M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.5K+ 166.63% |
$197K - $216K
|
2.4K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.5K+ 2.15% |
$197K - $216K
|
71.1K
$9.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.48K+ 9.31% |
$194K - $213K
|
17.3K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.47K+ 4.85% |
$193K - $211K
|
31.7K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.46K+ 36.37% |
$193K - $211K
|
5.49K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.44K+ 4.26% |
$189K - $207K
|
35.2K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.43K+ 71.8% |
$188K - $205K
|
3.41K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.42K+ 24.0% |
$187K - $204K
|
7.34K
$989K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.42K+ 17.04% |
$187K - $204K
|
9.76K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.41K+ 11.03% |
$186K - $203K
|
14.2K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.41K+ 26.14% |
$186K - $203K
|
6.81K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.41K+ 88.19% |
$186K - $203K
|
3.01K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.41KNew |
$186K - $203K
|
1.41K
$190K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.4K+ 47.14% |
$184K - $202K
|
4.37K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.39K+ 123.84% |
$183K - $200K
|
2.51K
$338K
|