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 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.2K+ 151.69% |
$1.38M - $1.53M
|
23.6K
$3.22M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9K+ 3.67% |
$1.34M - $1.49M
|
392K
$53.4M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.3KNew |
$1.29M - $1.43M
|
13.3K
$1.82M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
13.2K+ 730.31% |
$1.28M - $1.42M
|
15K
$2.05M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.2KNew |
$1.28M - $1.42M
|
13.2K
$1.8M
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
12.9K+ 193.55% |
$1.25M - $1.39M
|
19.6K
$2.67M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.9K+ 15.43% |
$1.25M - $1.38M
|
96.4K
$13.1M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 3.75% |
$1.23M - $1.36M
|
351K
$47.8M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
12.7KNew |
$1.23M - $1.36M
|
12.7K
$1.72M
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
12.5KNew |
$1.21M - $1.34M
|
12.5K
$1.7M
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
11.8K+ 199.51% |
$1.15M - $1.27M
|
17.8K
$2.42M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.6K+ 403.3% |
$1.13M - $1.25M
|
14.5K
$1.98M
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.6K+ 67.78% |
$1.03M - $1.14M
|
26.3K
$3.59M
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
10.6KNew |
$1.03M - $1.14M
|
10.6K
$1.44M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
10.6K+ 3.78% |
$1.02M - $1.13M
|
290K
$39.5M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.98K+ 7.68% |
$966K - $1.07M
|
140K
$19.1M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.91K+ 15.36% |
$959K - $1.06M
|
74.4K
$10.1M
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
9.78KNew |
$947K - $1.05M
|
9.78K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.34K+ 4.83% |
$904K - $1M
|
203K
$27.6M
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.28KNew |
$898K - $996K
|
9.28K
$1.26M
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
9.21KNew |
$892K - $988K
|
9.21K
$1.26M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
9.14K+ 21.59% |
$885K - $981K
|
51.5K
$7.02M
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
9.08KNew |
$879K - $974K
|
9.08K
$1.24M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.9K+ 0.96% |
$862K - $955K
|
938K
$128M
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
8.85K+ 2.6% |
$857K - $950K
|
349K
$47.6M
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
8.82K+ 8.53% |
$854K - $946K
|
112K
$15.3M
|
|
Aug 21, 2023
Q2 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
8.7KNew |
$842K - $933K
|
8.7K
$1.19M
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.27KNew |
$801K - $888K
|
8.27K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
8.02KNew |
$777K - $861K
|
8.02K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
7.99K+ 115.21% |
$773K - $857K
|
14.9K
$2.03M
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
7.98KNew |
$773K - $856K
|
7.98K
$1.09M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.96K+ 8.0% |
$771K - $854K
|
107K
$14.6M
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
7.84K+ 90.49% |
$759K - $841K
|
16.5K
$2.25M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.81K+ 47.99% |
$756K - $838K
|
24.1K
$3.28M
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.7K+ 3.47% |
$746K - $827K
|
230K
$31.3M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.67K+ 11.24% |
$743K - $823K
|
75.9K
$10.3M
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.52K+ 0.97% |
$728K - $807K
|
779K
$106M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.43KNew |
$719K - $797K
|
7.43K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
7.31K+ 12.19% |
$708K - $785K
|
67.3K
$9.17M
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.2K+ 64.83% |
$698K - $773K
|
18.3K
$2.5M
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.96K+ 50.63% |
$674K - $746K
|
20.7K
$2.82M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 43.01% |
$657K - $728K
|
22.6K
$3.08M
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.74K+ 4.01% |
$653K - $724K
|
175K
$23.9M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.74K+ 26.24% |
$652K - $723K
|
32.4K
$4.42M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
6.49KNew |
$629K - $697K
|
6.49K
$885K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.49K+ 41.04% |
$629K - $697K
|
22.3K
$3.04M
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
6.44K+ 10.88% |
$623K - $691K
|
65.6K
$8.94M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.35K+ 99.31% |
$615K - $682K
|
12.8K
$1.74M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
6.14KNew |
$595K - $659K
|
6.14K
$837K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.06K+ 43.2% |
$587K - $650K
|
20.1K
$2.74M
|