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 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5.11K+ 61.48% |
$515K - $566K
|
13.4K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.08KNew |
$512K - $563K
|
5.08K
$693K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
5.01K+ 20.0% |
$504K - $554K
|
30K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.93K+ 120.25% |
$497K - $546K
|
9.03K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.83K+ 117.54% |
$487K - $535K
|
8.94K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.74K+ 116.54% |
$478K - $525K
|
8.81K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.66K+ 25.52% |
$469K - $516K
|
22.9K
$3.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
4.53K+ 11.62% |
$456K - $502K
|
43.5K
$5.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
4.44K+ 39.23% |
$447K - $492K
|
15.8K
$2.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.43K+ 30.5% |
$446K - $490K
|
18.9K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.36K+ 8.21% |
$439K - $482K
|
57.4K
$7.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.33KNew |
$437K - $480K
|
4.33K
$591K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.2K+ 17.67% |
$423K - $465K
|
27.9K
$3.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.15K+ 45.52% |
$418K - $459K
|
13.3K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.09K+ 27.42% |
$412K - $453K
|
19K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
4KNew |
$403K - $443K
|
4K
$545K
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4KNew |
$403K - $443K
|
4K
$545K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.85K+ 61.26% |
$388K - $426K
|
10.1K
$1.38M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
3.81K+ 20.88% |
$384K - $422K
|
22.1K
$3.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.73K+ 101.36% |
$376K - $414K
|
7.42K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
3.73KNew |
$376K - $413K
|
3.73K
$509K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.7K+ 23.87% |
$373K - $410K
|
19.2K
$2.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.69K+ 19.43% |
$371K - $408K
|
22.7K
$3.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.66K+ 60.83% |
$369K - $405K
|
9.67K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.64K+ 33.79% |
$367K - $403K
|
14.4K
$1.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.56KNew |
$359K - $394K
|
3.56K
$485K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3.49K+ 5.32% |
$352K - $387K
|
69.1K
$9.42M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.46K+ 65.64% |
$349K - $384K
|
8.74K
$1.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
3.46K+ 3.81% |
$348K - $383K
|
94.1K
$12.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.44K+ 8.75% |
$346K - $381K
|
42.7K
$5.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.32K+ 2.96% |
$335K - $368K
|
116K
$15.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.31KNew |
$333K - $366K
|
3.31K
$451K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.3KNew |
$332K - $365K
|
3.3K
$450K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.2KNew |
$322K - $354K
|
3.2K
$436K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.18KNew |
$321K - $353K
|
3.18K
$434K
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.17KNew |
$320K - $351K
|
3.17K
$432K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
3.16KNew |
$319K - $350K
|
3.16K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.15K+ 10.93% |
$318K - $349K
|
32K
$4.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.12K+ 4.54% |
$314K - $345K
|
71.8K
$9.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.04K+ 12.89% |
$306K - $337K
|
26.6K
$3.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.02KNew |
$304K - $335K
|
3.02K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3.02K+ 53.78% |
$304K - $334K
|
8.64K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.99KNew |
$301K - $331K
|
2.99K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.89KNew |
$291K - $320K
|
2.89K
$394K
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
BUY
|
- |
2.89K+ 11.56% |
$291K - $320K
|
27.9K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.82K+ 3.44% |
$284K - $312K
|
84.7K
$11.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2.79K+ 8.94% |
$281K - $309K
|
34K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.79KNew |
$281K - $308K
|
2.79K
$380K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.7K+ 74.41% |
$272K - $299K
|
6.32K
$861K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.67KNew |
$269K - $296K
|
2.67K
$364K
|