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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
749+ 31.01% |
$98.7K - $108K
|
3.16K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
736+ 1.77% |
$97K - $106K
|
42.2K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
724+ 13.85% |
$95.4K - $104K
|
5.95K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
720New |
$94.9K - $104K
|
720
$97.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
718+ 40.8% |
$94.6K - $103K
|
2.48K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
710+ 11.37% |
$93.5K - $102K
|
6.95K
$937K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
703+ 183.55% |
$92.6K - $101K
|
1.09K
$146K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
694+ 11.35% |
$91.4K - $99.9K
|
6.81K
$918K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
691+ 17.43% |
$91K - $99.5K
|
4.66K
$628K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
686+ 32.25% |
$90.4K - $98.8K
|
2.81K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
682+ 10.91% |
$89.9K - $98.2K
|
6.93K
$935K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
682+ 6.06% |
$89.9K - $98.2K
|
11.9K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
680+ 0.97% |
$89.6K - $97.9K
|
70.7K
$9.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
668+ 1.17% |
$88K - $96.2K
|
57.9K
$7.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
666+ 6.49% |
$87.8K - $95.9K
|
10.9K
$1.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
657+ 1.34% |
$86.6K - $94.6K
|
49.8K
$6.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
657+ 27.5% |
$86.6K - $94.6K
|
3.05K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
650+ 18.06% |
$85.6K - $93.6K
|
4.25K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
623+ 20.39% |
$82.1K - $89.7K
|
3.68K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
607+ 1.27% |
$80K - $87.4K
|
48.5K
$6.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
599+ 9.98% |
$78.9K - $86.3K
|
6.6K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
597+ 8.04% |
$78.7K - $86K
|
8.02K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
591+ 3.47% |
$77.9K - $85.1K
|
17.6K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
585New |
$77.1K - $84.2K
|
585
$78.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
579+ 35.03% |
$76.3K - $83.4K
|
2.23K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
568+ 24.33% |
$74.8K - $81.8K
|
2.9K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
558New |
$73.5K - $80.3K
|
558
$75.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
556New |
$73.3K - $80.1K
|
556
$75K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
552+ 5.39% |
$72.7K - $79.5K
|
10.8K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
543New |
$71.5K - $78.2K
|
543
$73.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
542+ 24.16% |
$71.4K - $78K
|
2.79K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
538+ 28.71% |
$70.9K - $77.5K
|
2.41K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
534+ 3.51% |
$70.4K - $76.9K
|
15.7K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
532+ 12.05% |
$70.1K - $76.6K
|
4.95K
$667K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
531+ 0.74% |
$70K - $76.5K
|
72.5K
$9.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
526+ 9.78% |
$69.3K - $75.7K
|
5.9K
$796K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
522+ 0.65% |
$68.8K - $75.2K
|
81K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
521+ 8.13% |
$68.6K - $75K
|
6.93K
$934K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
516+ 1.4% |
$68K - $74.3K
|
37.3K
$5.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
514+ 2.93% |
$67.7K - $74K
|
18.1K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
512+ 2.51% |
$67.5K - $73.7K
|
20.9K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
502+ 13.12% |
$66.1K - $72.3K
|
4.33K
$584K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
500+ 8.62% |
$65.9K - $72K
|
6.3K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
500+ 3.49% |
$65.9K - $72K
|
14.8K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
488+ 8.85% |
$64.3K - $70.3K
|
6.01K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
476New |
$62.7K - $68.5K
|
476
$64.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
466+ 19.57% |
$61.4K - $67.1K
|
2.85K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
457+ 24.5% |
$60.2K - $65.8K
|
2.32K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
455New |
$60K - $65.5K
|
455
$61.4K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
454+ 5.38% |
$59.8K - $65.4K
|
8.89K
$1.2M
|