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 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.14K- 8.95% |
$401K - $444K
|
42.1K
$5.65M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.19K- 56.44% |
$406K - $449K
|
3.23K
$433K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.19K- 28.75% |
$406K - $450K
|
10.4K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.34K- 15.13% |
$420K - $466K
|
24.4K
$3.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.34K- 4.16% |
$421K - $466K
|
100K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.44K- 4.37% |
$430K - $477K
|
97.2K
$13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.57K- 6.39% |
$443K - $491K
|
67.1K
$8.99M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.83K- 8.27% |
$467K - $518K
|
53.6K
$7.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.9K- 44.26% |
$474K - $526K
|
6.17K
$827K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.1K- 28.42% |
$494K - $548K
|
12.9K
$1.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.21K- 20.57% |
$505K - $560K
|
20.1K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.42K- 13.8% |
$524K - $581K
|
33.8K
$4.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.55K- 50.83% |
$537K - $595K
|
5.37K
$719K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.6K- 99.63% |
$543K - $601K
|
21
$2.81K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-5.63K- 20.67% |
$545K - $604K
|
21.6K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.64K- 37.57% |
$546K - $605K
|
9.38K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-5.74K- 40.01% |
$556K - $616K
|
8.61K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-5.86K- 30.82% |
$568K - $629K
|
13.2K
$1.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.11K- 56.67% |
$591K - $655K
|
4.67K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-6.7K- 16.78% |
$649K - $719K
|
33.2K
$4.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
SELL
|
- |
-6.73K- 18.73% |
$652K - $723K
|
29.2K
$3.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.89K- 8.14% |
$667K - $739K
|
77.7K
$10.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.95K- 64.67% |
$673K - $746K
|
3.8K
$509K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.02K- 3.0% |
$680K - $754K
|
227K
$30.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-7.08K- 41.79% |
$685K - $759K
|
9.86K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-7.09K- 0.31% |
$687K - $761K
|
2.3M
$308M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.1K- 99.33% |
$688K - $762K
|
48
$6.43K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.19K- 46.61% |
$696K - $771K
|
8.23K
$1.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-7.38K- 19.79% |
$714K - $791K
|
29.9K
$4.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.74K- 5.7% |
$749K - $830K
|
128K
$17.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-7.96K- 17.82% |
$771K - $855K
|
36.7K
$4.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-8.1K- 8.33% |
$784K - $869K
|
89.1K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-8.32K- 98.33% |
$806K - $893K
|
141
$18.9K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.56K- 53.88% |
$829K - $918K
|
7.33K
$982K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.56K- 53.88% |
$829K - $918K
|
7.33K
$982K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.99K- 8.46% |
$870K - $965K
|
97.3K
$13M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-9.02K- 70.16% |
$874K - $968K
|
3.84K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-9.05K- 12.6% |
$877K - $971K
|
62.8K
$8.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.73K- 72.99% |
$942K - $1.04M
|
3.6K
$482K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-9.88K- 80.37% |
$957K - $1.06M
|
2.41K
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-9.89K- 18.14% |
$958K - $1.06M
|
44.6K
$5.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.2K- 61.82% |
$986K - $1.09M
|
6.29K
$842K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.3K- 24.39% |
$995K - $1.1M
|
31.9K
$4.27M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-10.7K- 72.2% |
$1.03M - $1.15M
|
4.11K
$551K
|
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-10.9K- 25.84% |
$1.06M - $1.17M
|
31.3K
$4.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11K- 4.2% |
$1.06M - $1.18M
|
250K
$33.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-11.3K- 71.35% |
$1.1M - $1.22M
|
4.55K
$610K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.9K- 23.38% |
$1.15M - $1.27M
|
38.9K
$5.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.1K- 4.79% |
$1.17M - $1.3M
|
240K
$32.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.3K- 49.45% |
$1.19M - $1.31M
|
12.5K
$1.68M
|