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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-1.5K- 37.5% |
$145K - $161K
|
2.5K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.52K- 2.76% |
$147K - $163K
|
53.4K
$7.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
SELL
|
- |
-1.65K- 3.49% |
$160K - $177K
|
45.6K
$6.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.67K- 3.73% |
$161K - $179K
|
42.9K
$5.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.68K- 2.9% |
$163K - $180K
|
56.1K
$7.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.68K- 1.07% |
$163K - $180K
|
155K
$21.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.79K- 24.12% |
$173K - $192K
|
5.62K
$765K
|
|
|
Jul 13, 2023
Q2 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.8K- 2.9% |
$174K - $193K
|
60.2K
$8.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.84K- 36.89% |
$178K - $198K
|
3.15K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.89K- 1.61% |
$183K - $203K
|
116K
$15.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.9K- 2.27% |
$184K - $204K
|
82K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.98K- 5.57% |
$191K - $212K
|
33.5K
$4.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.11K- 23.0% |
$205K - $227K
|
7.07K
$964K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.12K- 9.75% |
$205K - $228K
|
19.6K
$2.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.24K- 12.61% |
$217K - $240K
|
15.5K
$2.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-2.26K- 3.18% |
$219K - $242K
|
68.7K
$9.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.3K- 23.38% |
$223K - $247K
|
7.55K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 18.78% |
$225K - $250K
|
10.1K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-2.34K- 3.44% |
$227K - $251K
|
65.7K
$8.96M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.44K- 7.46% |
$236K - $262K
|
30.3K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.51K- 84.31% |
$243K - $270K
|
468
$63.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.55K- 57.19% |
$246K - $273K
|
1.91K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.6K- 1.47% |
$252K - $279K
|
174K
$23.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-2.68K- 35.88% |
$260K - $288K
|
4.79K
$653K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.76K- 14.03% |
$267K - $296K
|
16.9K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.83K- 6.18% |
$274K - $303K
|
42.9K
$5.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.83K- 27.7% |
$274K - $304K
|
7.38K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.9K- 18.06% |
$281K - $312K
|
13.2K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-2.95K- 19.88% |
$286K - $316K
|
11.9K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.96K- 13.5% |
$287K - $318K
|
19K
$2.59M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.98K- 6.53% |
$288K - $319K
|
42.6K
$5.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 6.77% |
$290K - $322K
|
41.3K
$5.63M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.02K- 10.95% |
$292K - $324K
|
24.5K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.02K- 2.87% |
$293K - $325K
|
102K
$14M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.14K- 40.75% |
$304K - $336K
|
4.56K
$621K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.14K- 49.82% |
$304K - $337K
|
3.16K
$431K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.16K- 87.5% |
$306K - $339K
|
452
$61.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-3.17K- 12.06% |
$307K - $340K
|
23.1K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.22K- 15.74% |
$312K - $345K
|
17.2K
$2.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.29K- 20.33% |
$318K - $353K
|
12.9K
$1.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.35K- 62.19% |
$324K - $359K
|
2.04K
$277K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.35K- 9.01% |
$325K - $360K
|
33.9K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.51K- 59.71% |
$340K - $377K
|
2.37K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.54K- 3.44% |
$343K - $380K
|
99.3K
$13.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.63K- 45.05% |
$352K - $390K
|
4.43K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.64K- 1.73% |
$352K - $390K
|
207K
$28.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.74K- 47.91% |
$363K - $402K
|
4.07K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.93K- 33.47% |
$381K - $422K
|
7.82K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.95K- 37.06% |
$382K - $423K
|
6.7K
$914K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.06K- 45.33% |
$394K - $436K
|
4.9K
$668K
|