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 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
126+ 4.52% |
$12.2K - $13.5K
|
2.92K
$397K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
124+ 102.48% |
$12K - $13.3K
|
245
$33.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
122+ 0.95% |
$11.8K - $13.1K
|
13K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
114+ 3.01% |
$11K - $12.2K
|
3.91K
$532K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
113+ 1.45% |
$10.9K - $12.1K
|
7.89K
$1.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
110+ 1.01% |
$10.7K - $11.8K
|
11K
$1.5M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
101New |
$9.78K - $10.8K
|
101
$13.8K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100New |
$9.69K - $10.7K
|
100
$13.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
99+ 0.93% |
$9.59K - $10.6K
|
10.8K
$1.47M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
96New |
$9.3K - $10.3K
|
96
$13.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
94+ 9.31% |
$9.1K - $10.1K
|
1.1K
$150K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
88+ 0.37% |
$8.52K - $9.44K
|
23.8K
$3.24M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
85+ 1.75% |
$8.23K - $9.12K
|
4.95K
$674K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
83+ 0.6% |
$8.04K - $8.91K
|
13.9K
$1.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
80+ 1.12% |
$7.75K - $8.59K
|
7.2K
$981K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 3.06% |
$7.55K - $8.37K
|
2.63K
$358K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
78+ 1.09% |
$7.55K - $8.37K
|
7.27K
$990K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
76+ 0.13% |
$7.36K - $8.16K
|
57.6K
$7.85M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
73New |
$7.07K - $7.83K
|
73
$9.95K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
73+ 1.23% |
$7.07K - $7.83K
|
6.02K
$820K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
73New |
$7.07K - $7.83K
|
73
$9.95K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
73+ 0.81% |
$7.07K - $7.83K
|
9.06K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
63+ 19.87% |
$6.1K - $6.76K
|
380
$51.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
63+ 0.5% |
$6.1K - $6.76K
|
12.6K
$1.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
61New |
$5.91K - $6.55K
|
61
$8.31K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
60New |
$5.81K - $6.44K
|
60
$8.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 4.99% |
$5.52K - $6.12K
|
1.2K
$164K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56+ 1.39% |
$5.42K - $6.01K
|
4.1K
$558K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
51+ 0.5% |
$4.94K - $5.47K
|
10.2K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 3.57% |
$4.84K - $5.37K
|
1.45K
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50+ 200.0% |
$4.84K - $5.37K
|
75
$10.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
50+ 0.83% |
$4.84K - $5.37K
|
6.07K
$827K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
49+ 11.26% |
$4.75K - $5.26K
|
484
$66K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
46+ 1.65% |
$4.46K - $4.94K
|
2.83K
$386K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43+ 0.35% |
$4.16K - $4.61K
|
12.3K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
42+ 24.71% |
$4.07K - $4.51K
|
212
$28.9K
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
39+ 3.71% |
$3.78K - $4.19K
|
1.09K
$148K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
39+ 0.59% |
$3.78K - $4.19K
|
6.6K
$900K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
37+ 7.39% |
$3.58K - $3.97K
|
538
$73.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
36+ 1.56% |
$3.49K - $3.86K
|
2.34K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
34+ 6.24% |
$3.29K - $3.65K
|
579
$78.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
32+ 0.51% |
$3.1K - $3.43K
|
6.34K
$864K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
30+ 18.52% |
$2.91K - $3.22K
|
192
$26.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
29+ 0.08% |
$2.81K - $3.11K
|
35.2K
$4.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
29+ 0.09% |
$2.81K - $3.11K
|
32.4K
$4.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
27+ 5.84% |
$2.61K - $2.9K
|
489
$66.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
25+ 0.25% |
$2.42K - $2.68K
|
10.2K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
22+ 12.94% |
$2.13K - $2.36K
|
192
$26.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
20+ 0.29% |
$1.94K - $2.15K
|
6.93K
$944K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.84K - $2.04K
|
19
$2.59K
|