Purchases and Sales Made in Q2 2021 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.51KNew |
$248K - $265K
|
2.51K
$331K
|
|
Jul 21, 2021
Q2 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.51K+ 7.19% |
$248K - $264K
|
37.4K
$4.94M
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.49K+ 2.18% |
$246K - $263K
|
117K
$15.5M
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.49KNew |
$246K - $263K
|
2.49K
$329K
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.43KNew |
$240K - $256K
|
2.43K
$320K
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.4K+ 3.29% |
$237K - $253K
|
75.4K
$9.96M
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.35KNew |
$232K - $248K
|
2.35K
$310K
|
|
Aug 09, 2021
Q2 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.34K+ 24.08% |
$232K - $247K
|
12.1K
$1.6M
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.33KNew |
$230K - $245K
|
2.33K
$307K
|
|
Aug 12, 2021
Q2 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.3KNew |
$227K - $243K
|
2.3K
$304K
|
|
Aug 26, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.29KNew |
$226K - $242K
|
2.29K
$303K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.28KNew |
$225K - $240K
|
2.28K
$301K
|
|
Jul 30, 2021
Q2 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.26KNew |
$223K - $238K
|
2.26K
$298K
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.25K+ 2.61% |
$222K - $238K
|
88.4K
$11.7M
|
|
Jul 13, 2021
Q2 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.22K+ 6.65% |
$219K - $234K
|
35.5K
$4.7M
|
|
Jul 26, 2021
Q2 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.19K+ 4.74% |
$216K - $231K
|
48.3K
$6.39M
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.19KNew |
$216K - $231K
|
2.19K
$289K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.18K+ 10.46% |
$216K - $230K
|
23K
$3.04M
|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.16KNew |
$214K - $228K
|
2.16K
$286K
|
|
Aug 13, 2021
Q2 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.16KNew |
$213K - $228K
|
2.16K
$285K
|
|
Jul 29, 2021
Q2 2021
|
Narwhal Capital Management
|
BUY
|
- |
2.16KNew |
$213K - $228K
|
2.16K
$285K
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 2.06% |
$212K - $227K
|
107K
$14.1M
|
|
Aug 13, 2021
Q2 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.09KNew |
$207K - $221K
|
2.09K
$276K
|
|
Jul 21, 2021
Q2 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.09KNew |
$206K - $220K
|
2.09K
$275K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
2.08K+ 920.35% |
$205K - $220K
|
2.31K
$305K
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.07KNew |
$205K - $219K
|
2.07K
$274K
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.07KNew |
$204K - $218K
|
2.07K
$273K
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.04KNew |
$202K - $216K
|
2.04K
$270K
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.04KNew |
$201K - $215K
|
2.04K
$269K
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.03KNew |
$201K - $215K
|
2.03K
$269K
|
|
Mar 02, 2022
Q2 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.02KNew |
$200K - $213K
|
2.02K
$267K
|
|
Jul 20, 2021
Q2 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.02KNew |
$199K - $213K
|
2.02K
$267K
|
|
Aug 12, 2021
Q2 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2K+ 66.01% |
$198K - $211K
|
5.03K
$665K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.98KNew |
$196K - $209K
|
1.98K
$262K
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
BUY
|
- |
1.98K+ 5.83% |
$195K - $209K
|
35.9K
$4.74M
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.95K+ 5.09% |
$193K - $206K
|
40.4K
$5.33M
|
|
Aug 16, 2021
Q2 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.95KNew |
$193K - $206K
|
1.95K
$258K
|
|
Aug 10, 2021
Q2 2021
|
South State Corp
|
BUY
|
- |
1.92K+ 115.5% |
$189K - $202K
|
3.57K
$472K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.89K+ 2.1% |
$187K - $200K
|
91.8K
$12.1M
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.86KNew |
$183K - $196K
|
1.86K
$245K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.83K+ 81.83% |
$181K - $193K
|
4.07K
$538K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.82K+ 39.55% |
$180K - $192K
|
6.43K
$849K
|
|
Aug 11, 2021
Q2 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.82K+ 10.12% |
$180K - $192K
|
19.8K
$2.61M
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.77K+ 6.31% |
$175K - $187K
|
29.9K
$3.95M
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.76K+ 541.67% |
$173K - $185K
|
2.08K
$275K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.71K+ 1.32% |
$169K - $181K
|
131K
$17.3M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.67K+ 73.77% |
$165K - $176K
|
3.93K
$519K
|
|
Aug 03, 2021
Q2 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.66K+ 54.75% |
$163K - $175K
|
4.68K
$618K
|
|
Jul 22, 2021
Q2 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 3.18% |
$163K - $174K
|
53.5K
$7.06M
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.65KNew |
$163K - $174K
|
1.65K
$217K
|