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 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.38K- 25.84% |
$240K - $264K
|
6.83K
$931K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.53K- 4.28% |
$254K - $280K
|
56.5K
$7.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.69K- 17.15% |
$271K - $298K
|
13K
$1.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.99K- 8.94% |
$302K - $332K
|
30.5K
$4.16M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.16K- 55.11% |
$318K - $350K
|
2.57K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.29K- 48.12% |
$331K - $364K
|
3.54K
$483K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-3.35K- 14.5% |
$337K - $371K
|
19.8K
$2.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.37K- 61.27% |
$339K - $373K
|
2.13K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-3.39K- 48.86% |
$341K - $375K
|
3.54K
$483K
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-3.91K- 10.44% |
$394K - $433K
|
33.6K
$4.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-4.05K- 3.19% |
$408K - $448K
|
123K
$16.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.14K- 3.23% |
$417K - $458K
|
124K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.47K- 1.24% |
$450K - $494K
|
356K
$48.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-4.87K- 20.5% |
$490K - $539K
|
18.9K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-5K- 47.94% |
$504K - $554K
|
5.43K
$740K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5K- 10.88% |
$504K - $554K
|
41K
$5.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-5.72K- 38.33% |
$576K - $633K
|
9.2K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-5.94K- 9.46% |
$598K - $657K
|
56.8K
$7.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.99K- 12.54% |
$603K - $663K
|
41.8K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.07K- 14.16% |
$612K - $673K
|
36.8K
$5.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.24K- 49.69% |
$629K - $691K
|
6.32K
$861K
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-6.34K- 2.74% |
$639K - $702K
|
225K
$30.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.63K- 3.8% |
$668K - $735K
|
168K
$22.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-6.97K- 8.78% |
$702K - $772K
|
72.4K
$9.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.03K- 42.54% |
$708K - $778K
|
9.5K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.25K- 37.03% |
$730K - $803K
|
12.3K
$1.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.37K- 6.86% |
$742K - $816K
|
100K
$13.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.48K- 47.83% |
$753K - $828K
|
8.16K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.07K- 15.1% |
$813K - $893K
|
45.3K
$6.18M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.36K- 3.64% |
$842K - $926K
|
221K
$30.2M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.36K- 3.64% |
$842K - $926K
|
221K
$30.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.5K- 25.13% |
$856K - $941K
|
25.3K
$3.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.5K- 2.17% |
$857K - $942K
|
383K
$52.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-9.37K- 2.69% |
$944K - $1.04M
|
340K
$46.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.48K- 5.46% |
$955K - $1.05M
|
164K
$22.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.54K- 42.53% |
$961K - $1.06M
|
12.9K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.57K- 28.65% |
$964K - $1.06M
|
23.8K
$3.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.1K- 14.03% |
$1.02M - $1.12M
|
61.9K
$8.44M
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-10.2K- 30.55% |
$1.02M - $1.12M
|
23.1K
$3.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 18.72% |
$1.06M - $1.17M
|
45.7K
$6.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-10.8K- 8.07% |
$1.09M - $1.19M
|
123K
$16.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.7K- 41.75% |
$1.28M - $1.41M
|
17.7K
$2.42M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-13.4K- 22.12% |
$1.35M - $1.48M
|
47.2K
$6.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-14.2K- 83.64% |
$1.43M - $1.57M
|
2.77K
$378K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-14.4K- 68.8% |
$1.45M - $1.59M
|
6.53K
$890K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.1K- 29.85% |
$1.52M - $1.67M
|
35.4K
$4.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15.3K- 14.62% |
$1.54M - $1.69M
|
89.1K
$12.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-16K- 6.32% |
$1.61M - $1.77M
|
237K
$32.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.8K- 7.46% |
$1.7M - $1.87M
|
209K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17.7K- 43.33% |
$1.78M - $1.96M
|
23.1K
$3.15M
|