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 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
3.01KNew |
$291K - $323K
|
3.01K
$410K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.01K+ 16.01% |
$291K - $323K
|
21.8K
$2.97M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.91KNew |
$281K - $312K
|
2.91K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.91KNew |
$281K - $312K
|
2.91K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.9KNew |
$281K - $312K
|
2.9K
$396K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.89K+ 14.56% |
$280K - $310K
|
22.7K
$3.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.75KNew |
$266K - $295K
|
2.75K
$375K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.66KNew |
$257K - $285K
|
2.66K
$362K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.65KNew |
$256K - $284K
|
2.65K
$360K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.54K+ 20.8% |
$246K - $273K
|
14.8K
$2.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.54KNew |
$246K - $272K
|
2.54K
$346K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.54K+ 4.63% |
$246K - $272K
|
57.3K
$7.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
2.53K+ 8.46% |
$245K - $271K
|
32.4K
$4.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.5KNew |
$242K - $268K
|
2.5K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.5KNew |
$242K - $268K
|
2.5K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.47K+ 78.12% |
$240K - $266K
|
5.64K
$769K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
2.41K+ 5.42% |
$234K - $259K
|
46.9K
$6.4M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.41K+ 11.31% |
$234K - $259K
|
23.7K
$3.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.33K+ 13.34% |
$226K - $250K
|
19.8K
$2.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.3K+ 2.3% |
$222K - $246K
|
102K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
2.29K+ 54.99% |
$222K - $246K
|
6.45K
$879K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.22KNew |
$215K - $238K
|
2.22K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.21K+ 12.42% |
$214K - $237K
|
20K
$2.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.2K+ 0.85% |
$213K - $236K
|
261K
$35.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.19K+ 11.37% |
$212K - $235K
|
21.4K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.15KNew |
$208K - $231K
|
2.15K
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
2.07KNew |
$200K - $222K
|
2.07K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.06KNew |
$199K - $221K
|
2.06K
$280K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.05K+ 4.28% |
$198K - $220K
|
49.9K
$6.8M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.02KNew |
$195K - $216K
|
2.02K
$275K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.01K+ 0.59% |
$194K - $215K
|
344K
$46.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$194K - $215K
|
2K
$273K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
2KNew |
$194K - $215K
|
2K
$273K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.97K+ 7.61% |
$191K - $212K
|
27.9K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.97KNew |
$190K - $211K
|
1.97K
$268K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
1.96KNew |
$190K - $210K
|
1.96K
$267K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$188K - $208K
|
1.94K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.94KNew |
$188K - $208K
|
1.94K
$264K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.94KNew |
$188K - $208K
|
1.94K
$264K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.9KNew |
$184K - $204K
|
1.9K
$259K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.9KNew |
$184K - $204K
|
1.9K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.9KNew |
$184K - $204K
|
1.9K
$259K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.89KNew |
$183K - $202K
|
1.89K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.88KNew |
$182K - $202K
|
1.88K
$257K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.88KNew |
$182K - $202K
|
1.88K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.88KNew |
$182K - $202K
|
1.88K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.88K+ 3.23% |
$182K - $202K
|
60K
$8.17M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.87K+ 18.99% |
$181K - $201K
|
11.7K
$1.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1.78K+ 6.06% |
$173K - $191K
|
31.2K
$4.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.75K+ 15.25% |
$170K - $188K
|
13.3K
$1.81M
|