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 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
288+ 0.72% |
$27.9K - $30.9K
|
40.5K
$5.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
287+ 9.85% |
$27.8K - $30.8K
|
3.2K
$436K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
277New |
$26.8K - $29.7K
|
277
$37.8K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
267New |
$25.9K - $28.7K
|
267
$36.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
267New |
$25.9K - $28.7K
|
267
$36.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
260+ 3.13% |
$25.2K - $27.9K
|
8.58K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
258+ 8.54% |
$25K - $27.7K
|
3.28K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
252+ 9.09% |
$24.4K - $27K
|
3.02K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
252+ 33.6% |
$24.4K - $27K
|
1K
$137K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
251+ 0.03% |
$24.3K - $26.9K
|
820K
$112M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
251+ 3.05% |
$24.3K - $26.9K
|
8.48K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
239+ 0.94% |
$23.1K - $25.6K
|
25.8K
$3.51M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
234+ 0.1% |
$22.7K - $25.1K
|
230K
$31.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
231+ 308.0% |
$22.4K - $24.8K
|
306
$41.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
231+ 7.38% |
$22.4K - $24.8K
|
3.36K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
229+ 10.46% |
$22.2K - $24.6K
|
2.42K
$330K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
226+ 2.8% |
$21.9K - $24.3K
|
8.31K
$1.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
225New |
$21.8K - $24.1K
|
225
$30.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
225+ 3.83% |
$21.8K - $24.1K
|
6.1K
$831K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
225New |
$21.8K - $24.1K
|
225
$30.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
203+ 1.0% |
$19.7K - $21.8K
|
20.5K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
201+ 18.46% |
$19.5K - $21.6K
|
1.29K
$176K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
200+ 2.8% |
$19.4K - $21.5K
|
7.35K
$1M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
198+ 6.24% |
$19.2K - $21.2K
|
3.37K
$459K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
195+ 21.31% |
$18.9K - $20.9K
|
1.11K
$151K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
191+ 2.39% |
$18.5K - $20.5K
|
8.19K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
190+ 5.63% |
$18.4K - $20.4K
|
3.56K
$486K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
190New |
$18.4K - $20.4K
|
190
$25.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
189+ 161.54% |
$18.3K - $20.3K
|
306
$41.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
180+ 0.81% |
$17.4K - $19.3K
|
22.3K
$3.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
178+ 2.2% |
$17.2K - $19.1K
|
8.25K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
177+ 1.66% |
$17.1K - $19K
|
10.9K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
175+ 7.77% |
$16.9K - $18.8K
|
2.43K
$331K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
173+ 3.42% |
$16.8K - $18.6K
|
5.23K
$712K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
170+ 0.43% |
$16.5K - $18.2K
|
40K
$5.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
167+ 30.14% |
$16.2K - $17.9K
|
721
$98.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
158+ 2.84% |
$15.3K - $17K
|
5.72K
$780K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
155+ 2.32% |
$15K - $16.6K
|
6.85K
$933K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
151+ 4.0% |
$14.6K - $16.2K
|
3.92K
$535K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150New |
$14.5K - $16.1K
|
150
$20.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
150+ 1.61% |
$14.5K - $16.1K
|
9.44K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
150+ 9.48% |
$14.5K - $16.1K
|
1.73K
$236K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
147+ 0.64% |
$14.2K - $15.8K
|
23K
$3.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
146+ 25.17% |
$14.1K - $15.7K
|
726
$98.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
140+ 5.43% |
$13.6K - $15K
|
2.72K
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
136+ 1.42% |
$13.2K - $14.6K
|
9.72K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
133+ 0.82% |
$12.9K - $14.3K
|
16.3K
$2.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
131+ 0.24% |
$12.7K - $14.1K
|
55K
$7.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
130+ 130.0% |
$12.6K - $14K
|
230
$31.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
129+ 0.8% |
$12.5K - $13.8K
|
16.3K
$2.22M
|