Purchases and Sales Made in Q3 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.67K+ 62.98% |
$269K - $295K
|
6.9K
$941K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.61KNew |
$262K - $289K
|
2.61K
$355K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.55K+ 4.32% |
$256K - $282K
|
61.5K
$8.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
2.54K+ 1.35% |
$256K - $281K
|
191K
$26M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.52KNew |
$254K - $280K
|
2.52K
$344K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.51K+ 22.28% |
$253K - $278K
|
13.8K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.5K+ 2.84% |
$252K - $277K
|
90.7K
$12.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.5KNew |
$251K - $276K
|
2.5K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.49KNew |
$251K - $276K
|
2.49K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.46K+ 43.63% |
$248K - $273K
|
8.1K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.46KNew |
$248K - $272K
|
2.46K
$335K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
2.46K+ 7.05% |
$248K - $272K
|
37.3K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.38K+ 15.46% |
$239K - $263K
|
17.7K
$2.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.34K+ 200.43% |
$235K - $259K
|
3.5K
$477K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.27KNew |
$229K - $251K
|
2.27K
$309K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
2.27KNew |
$228K - $251K
|
2.27K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.26K+ 24.36% |
$228K - $250K
|
11.5K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.25KNew |
$227K - $249K
|
2.25K
$307K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.22KNew |
$224K - $246K
|
2.22K
$303K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.2KNew |
$222K - $244K
|
2.2K
$300K
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
2.18K+ 32.78% |
$220K - $242K
|
8.85K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.15K+ 20.47% |
$216K - $238K
|
12.6K
$1.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.13K+ 3.58% |
$215K - $236K
|
61.7K
$8.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.1K+ 17.96% |
$212K - $233K
|
13.8K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.08K+ 78.91% |
$209K - $230K
|
4.71K
$642K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$208K - $228K
|
2.06K
$281K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
2.06KNew |
$208K - $228K
|
2.06K
$281K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.05KNew |
$206K - $226K
|
2.05K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.03KNew |
$205K - $225K
|
2.03K
$277K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2.02K+ 24.66% |
$203K - $224K
|
10.2K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2KNew |
$201K - $221K
|
2K
$272K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.98KNew |
$200K - $219K
|
1.98K
$270K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.95K+ 6.51% |
$196K - $215K
|
31.8K
$4.34M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.9KNew |
$192K - $211K
|
1.9K
$260K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.81KNew |
$182K - $200K
|
1.81K
$247K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.79K+ 7.44% |
$181K - $198K
|
25.9K
$3.53M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
1.79K+ 6.0% |
$180K - $198K
|
31.6K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.72K+ 28.18% |
$173K - $190K
|
7.82K
$1.07M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.72KNew |
$173K - $190K
|
1.72K
$234K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.66K+ 8.99% |
$167K - $184K
|
20.1K
$2.74M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.62K+ 7.16% |
$164K - $180K
|
24.3K
$3.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 4.01% |
$163K - $180K
|
42.1K
$5.74M
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.61K+ 66.8% |
$162K - $179K
|
4.03K
$549K
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.59K+ 18.21% |
$160K - $176K
|
10.3K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 15.75% |
$160K - $175K
|
11.6K
$1.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 6.08% |
$159K - $175K
|
27.6K
$3.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.52K+ 26.42% |
$153K - $168K
|
7.25K
$989K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 2.57% |
$149K - $163K
|
58.8K
$8.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.46K+ 9.28% |
$147K - $162K
|
17.2K
$2.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.46K+ 5.32% |
$147K - $162K
|
28.9K
$3.93M
|