Purchases and Sales Made in Q2 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-83- 1.83% |
$8.04K - $8.91K
|
4.45K
$596K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-84- 0.33% |
$8.14K - $9.01K
|
25K
$3.35M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-84- 0.82% |
$8.14K - $9.01K
|
10.2K
$1.36M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-85- 1.77% |
$8.23K - $9.12K
|
4.71K
$632K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-86- 0.78% |
$8.33K - $9.23K
|
10.9K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-90- 2.65% |
$8.72K - $9.66K
|
3.3K
$442K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-90- 2.28% |
$8.72K - $9.66K
|
3.86K
$517K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-92- 2.66% |
$8.91K - $9.87K
|
3.37K
$452K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-97- 2.87% |
$9.39K - $10.4K
|
3.28K
$440K
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-99- 7.31% |
$9.59K - $10.6K
|
1.26K
$168K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 0.91% |
$9.69K - $10.7K
|
10.9K
$1.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 19.34% |
$9.69K - $10.7K
|
417
$55.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-100- 2.33% |
$9.69K - $10.7K
|
4.18K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-107- 5.91% |
$10.4K - $11.5K
|
1.71K
$229K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-110- 2.77% |
$10.7K - $11.8K
|
3.86K
$517K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-111- 0.34% |
$10.8K - $11.9K
|
32.9K
$4.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-112- 5.37% |
$10.8K - $12K
|
1.98K
$265K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-114- 2.87% |
$11K - $12.2K
|
3.85K
$516K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-114- 1.98% |
$11K - $12.2K
|
5.64K
$756K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-115- 2.02% |
$11.1K - $12.3K
|
5.58K
$748K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-118- 0.29% |
$11.4K - $12.7K
|
40.5K
$5.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-120- 5.22% |
$11.6K - $12.9K
|
2.18K
$292K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-121- 1.74% |
$11.7K - $13K
|
6.83K
$915K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-124- 5.93% |
$12K - $13.3K
|
1.97K
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-130- 0.52% |
$12.6K - $14K
|
24.9K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 1.53% |
$12.6K - $14K
|
8.35K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-135- 4.36% |
$13.1K - $14.5K
|
2.96K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-139- 30.62% |
$13.5K - $14.9K
|
315
$42.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-149- 2.19% |
$14.4K - $16K
|
6.66K
$893K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-150- 4.46% |
$14.5K - $16.1K
|
3.21K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-150- 22.26% |
$14.5K - $16.1K
|
524
$70.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-150- 23.47% |
$14.5K - $16.1K
|
489
$65.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-151- 7.27% |
$14.6K - $16.2K
|
1.93K
$258K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-157- 0.59% |
$15.2K - $16.8K
|
26.3K
$3.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-157- 2.04% |
$15.2K - $16.8K
|
7.56K
$1.01M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-157- 2.04% |
$15.2K - $16.8K
|
7.56K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-159- 4.49% |
$15.4K - $17.1K
|
3.38K
$453K
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-161- 3.78% |
$15.6K - $17.3K
|
4.1K
$549K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-165- 3.87% |
$16K - $17.7K
|
4.1K
$550K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-167- 12.55% |
$16.2K - $17.9K
|
1.16K
$156K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-175- 1.12% |
$16.9K - $18.8K
|
15.5K
$2.07M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-176- 5.54% |
$17K - $18.9K
|
3K
$402K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-176- 6.01% |
$17K - $18.9K
|
2.75K
$369K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-177- 6.75% |
$17.1K - $19K
|
2.44K
$328K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-182- 6.25% |
$17.6K - $19.5K
|
2.73K
$366K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-184- 12.07% |
$17.8K - $19.7K
|
1.34K
$180K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-185- 2.76% |
$17.9K - $19.9K
|
6.51K
$872K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-188- 3.21% |
$18.2K - $20.2K
|
5.68K
$761K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-190- 7.93% |
$18.4K - $20.4K
|
2.21K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-190- 0.02% |
$18.4K - $20.4K
|
779K
$104M
|