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 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.38K+ 59.29% |
$182K - $199K
|
3.71K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.37K+ 20.98% |
$181K - $198K
|
7.92K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.37K+ 1.81% |
$181K - $197K
|
77K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.36KNew |
$179K - $196K
|
1.36K
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.35K+ 12.53% |
$178K - $195K
|
12.1K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.35K+ 4.64% |
$177K - $194K
|
30.3K
$4.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.34K+ 35.42% |
$176K - $193K
|
5.12K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
1.31K+ 40.83% |
$172K - $188K
|
4.5K
$607K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.29K+ 3.5% |
$170K - $185K
|
38.1K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.28K+ 0.35% |
$168K - $184K
|
365K
$49.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.25KNew |
$164K - $180K
|
1.25K
$168K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.24K+ 5.28% |
$164K - $179K
|
24.8K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.24K+ 55.04% |
$164K - $179K
|
3.5K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.22K+ 21.77% |
$161K - $176K
|
6.85K
$923K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.2K+ 9.78% |
$158K - $173K
|
13.5K
$1.82M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.17K+ 17.72% |
$155K - $169K
|
7.79K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.16K+ 74.36% |
$153K - $167K
|
2.72K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 5.23% |
$147K - $161K
|
22.5K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.11K+ 52.98% |
$147K - $160K
|
3.21K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.09K+ 35.43% |
$143K - $157K
|
4.16K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.08K+ 0.74% |
$142K - $156K
|
148K
$19.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.07K+ 2.93% |
$141K - $154K
|
37.4K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.01K+ 16.51% |
$134K - $146K
|
7.16K
$965K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1K+ 39.94% |
$132K - $144K
|
3.51K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
996+ 2.47% |
$131K - $143K
|
41.3K
$5.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
986+ 2.7% |
$130K - $142K
|
37.5K
$5.05M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
972+ 8.5% |
$128K - $140K
|
12.4K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
968+ 2.16% |
$128K - $139K
|
45.9K
$6.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
961+ 44.78% |
$127K - $138K
|
3.11K
$419K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
950+ 211.11% |
$125K - $137K
|
1.4K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
919+ 9.87% |
$121K - $132K
|
10.2K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
910+ 25.28% |
$120K - $131K
|
4.51K
$608K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
910+ 14.92% |
$120K - $131K
|
7.01K
$945K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
892New |
$118K - $128K
|
892
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
886+ 2.43% |
$117K - $128K
|
37.4K
$5.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
859+ 1.64% |
$113K - $124K
|
53.4K
$7.2M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
850+ 13.12% |
$112K - $122K
|
7.33K
$988K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
849+ 23.7% |
$112K - $122K
|
4.43K
$597K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
819+ 22.56% |
$108K - $118K
|
4.45K
$600K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
818+ 28.51% |
$108K - $118K
|
3.69K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
808+ 64.95% |
$106K - $116K
|
2.05K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
806+ 2.03% |
$106K - $116K
|
40.5K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
799+ 5.39% |
$105K - $115K
|
15.6K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
796+ 15.84% |
$105K - $115K
|
5.82K
$785K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
786+ 6.41% |
$104K - $113K
|
13.1K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
772+ 14.84% |
$102K - $111K
|
5.97K
$806K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
769+ 143.2% |
$101K - $111K
|
1.31K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
766+ 1.1% |
$101K - $110K
|
70.7K
$9.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
760+ 9.74% |
$100K - $109K
|
8.56K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
751+ 49.77% |
$99K - $108K
|
2.26K
$305K
|