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 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
781+ 5.03% |
$75.6K - $83.8K
|
16.3K
$2.22M
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
774+ 4.78% |
$75K - $83.1K
|
17K
$2.31M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
765+ 17.33% |
$74.1K - $82.1K
|
5.18K
$706K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
764New |
$74K - $82K
|
764
$104K
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
758+ 1.51% |
$73.4K - $81.3K
|
50.9K
$6.93M
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
725+ 9.06% |
$70.2K - $77.8K
|
8.73K
$1.19M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
701+ 1.75% |
$67.9K - $75.2K
|
40.8K
$5.56M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
692+ 22.32% |
$67K - $74.3K
|
3.79K
$517K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
690+ 145.26% |
$66.8K - $74.1K
|
1.17K
$159K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
668+ 41.03% |
$64.7K - $71.7K
|
2.3K
$313K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
661+ 33.72% |
$64K - $70.9K
|
2.62K
$357K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
648+ 115.71% |
$62.8K - $69.5K
|
1.21K
$165K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
614New |
$59.5K - $65.9K
|
614
$83.7K
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
574+ 1.44% |
$55.6K - $61.6K
|
40.6K
$5.53M
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
571+ 26.69% |
$55.3K - $61.3K
|
2.71K
$369K
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
552+ 21.3% |
$53.5K - $59.2K
|
3.14K
$428K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
550+ 2.05% |
$53.3K - $59K
|
27.4K
$3.73M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
539+ 14.98% |
$52.2K - $57.8K
|
4.14K
$564K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
534New |
$51.7K - $57.3K
|
534
$72.8K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
532+ 16.83% |
$51.5K - $57.1K
|
3.69K
$503K
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
530New |
$51.3K - $56.9K
|
530
$72.2K
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
526+ 16.31% |
$50.9K - $56.5K
|
3.75K
$511K
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
524+ 21.58% |
$50.7K - $56.2K
|
2.95K
$402K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
495+ 7.93% |
$47.9K - $53.1K
|
6.74K
$918K
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
490+ 11.1% |
$47.5K - $52.6K
|
4.9K
$668K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
490+ 5.94% |
$47.5K - $52.6K
|
8.75K
$1.19M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
472+ 21.85% |
$45.7K - $50.7K
|
2.63K
$359K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
460New |
$44.6K - $49.4K
|
460
$62.7K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
454+ 2.4% |
$44K - $48.7K
|
19.4K
$2.64M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
447+ 8.64% |
$43.3K - $48K
|
5.62K
$766K
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
436+ 1.87% |
$42.2K - $46.8K
|
23.7K
$3.24M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
425+ 5.01% |
$41.2K - $45.6K
|
8.92K
$1.22M
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
424+ 2.56% |
$41.1K - $45.5K
|
17K
$2.32M
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
406New |
$39.3K - $43.6K
|
406
$55.3K
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
400+ 3.97% |
$38.7K - $42.9K
|
10.5K
$1.43M
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
391+ 16.48% |
$37.9K - $42K
|
2.76K
$377K
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
365+ 15.45% |
$35.4K - $39.2K
|
2.73K
$372K
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
361+ 1.33% |
$35K - $38.7K
|
27.5K
$3.74M
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
360+ 26.01% |
$34.9K - $38.6K
|
1.74K
$238K
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
359+ 2.0% |
$34.8K - $38.5K
|
18.3K
$2.49M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
345+ 10.06% |
$33.4K - $37K
|
3.77K
$514K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
344+ 0.91% |
$33.3K - $36.9K
|
38.2K
$5.2M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
341+ 6.91% |
$33K - $36.6K
|
5.28K
$719K
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
335+ 2.24% |
$32.4K - $36K
|
15.3K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
316+ 7.05% |
$30.6K - $33.9K
|
4.8K
$654K
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
310+ 6.6% |
$30K - $33.3K
|
5.01K
$683K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
307New |
$29.7K - $32.9K
|
307
$41.8K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
300New |
$29.1K - $32.2K
|
300
$40.9K
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
300+ 7.95% |
$29.1K - $32.2K
|
4.08K
$555K
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
300+ 1.27% |
$29.1K - $32.2K
|
23.9K
$3.25M
|