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
Aug 07, 2023 Q2 2023	Bfsg, LLC	BUY	-	5.93K + 59.45%	$574K - $636K	15.9K $2.17M
Jul 28, 2023 Q2 2023	Lindbrook Capital, LLC	BUY	-	5.89K + 585.57%	$570K - $632K	6.89K $939K
Aug 07, 2023 Q2 2023	James Investment Research Inc	BUY	-	5.84K New	$565K - $626K	5.84K $796K
Aug 11, 2023 Q2 2023	Cavalier Investments, LLC	BUY	-	5.78K + 6.81%	$560K - $620K	90.7K $12.4M
Jul 21, 2023 Q2 2023	Graypoint LLC	BUY	-	5.71K + 4.72%	$553K - $613K	127K $17.3M
Jul 20, 2023 Q2 2023	Cannon Global Investment Management, LLC	BUY	-	5.7K New	$552K - $612K	5.7K $777K
Aug 02, 2023 Q2 2023	Baystate Wealth Management LLC	BUY	-	5.62K New	$545K - $603K	5.62K $766K
Jul 31, 2023 Q2 2023	Astor Investment Management LLC	BUY	-	5.57K + 28.67%	$539K - $598K	25K $3.41M
Aug 07, 2023 Q2 2023	Lfa Lugano Financial Advisors Sa	BUY	-	5.5K New	$533K - $590K	5.5K $750K
Aug 11, 2023 Q2 2023	Sage View Advisory Group, LLC Newport Beach, CA	BUY	-	5.35K + 25.48%	$518K - $574K	26.3K $3.59M
Jul 21, 2023 Q2 2023	Salomon & Ludwin, LLC	BUY	-	5.21K + 6.28%	$504K - $559K	88.2K $12M
Jul 27, 2023 Q2 2023	Family Asset Management, LLC Charleston, SC	BUY	-	5.17K + 186.74%	$500K - $555K	7.93K $1.08M
Jul 19, 2023 Q2 2023	Heartwood Wealth Advisors LLC	BUY	-	5.13K New	$496K - $550K	5.13K $698K
Jul 25, 2023 Q2 2023	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	BUY	-	5.04K + 2.29%	$488K - $541K	225K $30.7M
Dec 14, 2023 Q2 2023	One River Asset Management, LLC Stamford, CT	BUY	-	5.02K + 452.84%	$486K - $539K	6.13K $836K
Aug 14, 2023 Q2 2023	Pinnacle Family Advisors, LLC Springfield, MO	BUY	-	5K New	$484K - $536K	5K $681K
Aug 10, 2023 Q2 2023	Optiver Holding B.V. Amsterdam, P7	BUY	-	4.98K New	$482K - $534K	4.98K $679K
Aug 14, 2023 Q2 2023	Wexford Capital LP Greenwich, CT	BUY	-	4.94K New	$478K - $530K	4.94K $673K
Jul 11, 2023 Q2 2023	Flagship Harbor Advisors, LLC	BUY	-	4.87K + 21.6%	$471K - $522K	27.4K $3.73M
Aug 14, 2023 Q2 2023	Inter Ocean Capital Group, LLC Nashville, TN	BUY	-	4.75K + 16.4%	$460K - $509K	33.7K $4.59M
Aug 14, 2023 Q2 2023	First Foundation Advisors Irvine, CA	BUY	-	4.68K New	$453K - $502K	4.68K $637K
Aug 09, 2023 Q2 2023	Advisory Services Network, LLC	BUY	-	4.54K + 8.81%	$440K - $487K	56K $7.64M
Jul 20, 2023 Q2 2023	Birchcreek Wealth Management, LLC Miami Township, OH	BUY	-	4.27K + 88.3%	$414K - $458K	9.11K $1.24M
Aug 08, 2023 Q2 2023	Claro Advisors LLC Boston, MA	BUY	-	4.24K New	$410K - $455K	4.24K $577K
Jul 20, 2023 Q2 2023	Davenport & CO LLC	BUY	-	4.13K + 57.93%	$400K - $443K	11.3K $1.53M
Jul 11, 2023 Q2 2023	Orser Capital Management, LLC	BUY	-	3.9K New	$377K - $418K	3.9K $531K
Aug 14, 2023 Q2 2023	Rockefeller Capital Management L.P. New York, NY	BUY	-	3.86K + 1.76%	$374K - $414K	223K $30.4M
Jul 17, 2023 Q2 2023	Long Run Wealth Advisors, LLC	BUY	-	3.83K + 10.44%	$370K - $410K	40.5K $5.51M
Jul 17, 2023 Q2 2023	Wedmont Private Capital	BUY	-	3.78K New	$366K - $406K	3.78K $515K
Jul 14, 2023 Q2 2023	Integrated Advisors Network LLC Palos Verdes Estates, CA	BUY	-	3.76K + 24.65%	$364K - $403K	19K $2.59M
Aug 23, 2023 Q2 2023	Ctc Alternative Strategies, Ltd. Chicago, IL	BUY	-	3.75K New	$363K - $402K	3.75K $511K
Jul 21, 2023 Q2 2023	Columbus Macro, LLC	BUY	-	3.69K + 166.22%	$357K - $395K	5.9K $804K
Aug 02, 2023 Q2 2023	Steel Peak Wealth Management LLC	BUY	-	3.63K New	$351K - $389K	3.63K $494K
Aug 10, 2023 Q2 2023	Advisor Partners Ii, LLC Walnut Creek, CA	BUY	-	3.62K New	$351K - $389K	3.62K $494K
Jul 20, 2023 Q2 2023	Global Retirement Partners, LLC	BUY	-	3.52K + 12.5%	$341K - $378K	31.7K $4.32M
Jul 24, 2023 Q2 2023	Dfpg Investments, LLC	BUY	-	3.49K New	$338K - $374K	3.49K $475K
Jul 20, 2023 Q2 2023	Allred Capital Management, LLC Dallas, TX	BUY	-	3.47K + 23.2%	$336K - $373K	18.4K $2.51M
Aug 10, 2023 Q2 2023	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	3.41K + 81.11%	$331K - $366K	7.62K $1.04M
Aug 09, 2023 Q2 2023	Kingswood Wealth Advisors, LLC San Diego, CA	BUY	-	3.41K New	$330K - $366K	3.41K $465K
Aug 02, 2023 Q2 2023	Hudson Value Partners, LLC	BUY	-	3.39K New	$328K - $364K	3.39K $462K
Aug 16, 2023 Q2 2023	Creative One Wealth, LLC Overland Park, KS	BUY	-	3.35K + 25.43%	$324K - $360K	16.5K $2.25M
Jul 27, 2023 Q2 2023	Gds Wealth Management	BUY	-	3.34K + 9.37%	$323K - $358K	39K $5.31M
Jul 18, 2023 Q2 2023	Stratos Wealth Partners, Ltd.	BUY	-	3.3K + 22.04%	$319K - $354K	18.3K $2.49M
Aug 02, 2023 Q2 2023	Stack Financial Management, Inc	BUY	-	3.28K New	$318K - $352K	3.28K $447K
Jul 28, 2023 Q2 2023	Carson Advisory Inc.	BUY	-	3.25K New	$315K - $349K	3.25K $443K
Aug 10, 2023 Q2 2023	Gladstone Institutional Advisory LLC Boca Raton, FL	BUY	-	3.21K + 8.28%	$311K - $344K	41.9K $5.71M
Aug 11, 2023 Q2 2023	Trade Link Capital LLC Chicago, IL	BUY	-	3.2K New	$310K - $343K	3.2K $436K
Aug 14, 2023 Q2 2023	United Capital Financial Advisers, LLC Newport Beach, CA	BUY	-	3.12K + 2.84%	$302K - $335K	113K $15.4M
Aug 14, 2023 Q2 2023	Insigneo Advisory Services, LLC Miami, FL	BUY	-	3.12K New	$302K - $334K	3.12K $425K
Aug 14, 2023 Q2 2023	Sowell Financial Services LLC North Little Rock, AR	BUY	-	3.01K + 15.9%	$292K - $323K	21.9K $2.99M

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Account

Purchases and Sales Made in Q2 2023 in Industrial Sector Spdr (XLI)

5.93K

5.89K

5.84K

5.78K

5.71K

5.7K

5.62K

5.57K

5.5K

5.35K

5.21K

5.17K

5.13K

5.04K

5.02K

5K

4.98K

4.94K

4.87K

4.75K

4.68K

4.54K

4.27K

4.24K

4.13K

3.9K

3.86K

3.83K

3.78K

3.76K

3.75K

3.69K

3.63K

3.62K

3.52K

3.49K

3.47K

3.41K

3.41K

3.39K

3.35K

3.34K

3.3K

3.28K

3.25K

3.21K

3.2K

3.12K

3.12K

3.01K

Track Institutional and Insider Activities on XLI

Institutional Portfolio Updates

Insider Trading

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