Purchases and Sales Made in Q2 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 2024. 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 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
121+ 1.88% |
$14.6K - $15.2K
|
6.57K
$868K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
120New |
$14.5K - $15.1K
|
120
$15.9K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
120+ 2.29% |
$14.5K - $15.1K
|
5.36K
$708K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
118+ 35.44% |
$14.2K - $14.9K
|
451
$59.6K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116New |
$14K - $14.6K
|
116
$15.3K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
116+ 23.53% |
$14K - $14.6K
|
609
$80.5K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
115+ 48.52% |
$13.9K - $14.5K
|
352
$46.5K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
115+ 0.57% |
$13.9K - $14.5K
|
20.4K
$2.69M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
114+ 4.38% |
$13.7K - $14.4K
|
2.72K
$359K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
111+ 1.69% |
$13.4K - $14K
|
6.68K
$883K
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
110+ 3.65% |
$13.3K - $13.9K
|
3.12K
$413K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
110+ 3.43% |
$13.3K - $13.9K
|
3.31K
$438K
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
109+ 3.04% |
$13.1K - $13.7K
|
3.7K
$489K
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
108+ 5.75% |
$13K - $13.6K
|
1.99K
$262K
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
107+ 0.1% |
$12.9K - $13.5K
|
108K
$14.3M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
106New |
$12.8K - $13.3K
|
106
$14K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
101+ 0.32% |
$12.2K - $12.7K
|
31.7K
$4.19M
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 36.23% |
$12K - $12.6K
|
376
$49.7K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 1.89% |
$11.9K - $12.5K
|
5.35K
$706K
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
95+ 0.58% |
$11.4K - $12K
|
16.4K
$2.17M
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
95+ 3.09% |
$11.4K - $12K
|
3.17K
$418K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
95+ 5.32% |
$11.4K - $12K
|
1.88K
$249K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
88+ 151.72% |
$10.6K - $11.1K
|
146
$19.3K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
86+ 2.61% |
$10.4K - $10.8K
|
3.39K
$448K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
85New |
$10.2K - $10.7K
|
85
$11.2K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
85+ 1.74% |
$10.2K - $10.7K
|
4.97K
$656K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
84+ 1.1% |
$10.1K - $10.6K
|
7.74K
$1.02M
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
73+ 0.73% |
$8.79K - $9.19K
|
10.1K
$1.33M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
73+ 2.72% |
$8.79K - $9.19K
|
2.76K
$364K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
72New |
$8.67K - $9.07K
|
72
$9.51K
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
72+ 0.14% |
$8.67K - $9.07K
|
50.4K
$6.66M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
71+ 0.65% |
$8.55K - $8.94K
|
11K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
70New |
$8.43K - $8.82K
|
70
$9.25K
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
70+ 1.95% |
$8.43K - $8.82K
|
3.66K
$484K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
69+ 0.3% |
$8.31K - $8.69K
|
23.2K
$3.07M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
68+ 170.0% |
$8.19K - $8.56K
|
108
$14.3K
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
66+ 0.68% |
$7.95K - $8.31K
|
9.73K
$1.29M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
63+ 46.67% |
$7.59K - $7.93K
|
198
$26.2K
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
62+ 2.91% |
$7.47K - $7.81K
|
2.19K
$290K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 77.33% |
$6.99K - $7.3K
|
133
$17.6K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
57+ 0.1% |
$6.87K - $7.18K
|
56.5K
$7.47M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56+ 0.19% |
$6.75K - $7.05K
|
29.1K
$3.84M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
53+ 2.5% |
$6.38K - $6.67K
|
2.18K
$288K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53+ 1.58% |
$6.38K - $6.67K
|
3.41K
$451K
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
52+ 1.31% |
$6.26K - $6.55K
|
4.02K
$532K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$6.02K - $6.3K
|
50
$6.61K
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 11.68% |
$6.02K - $6.3K
|
478
$63.2K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
50+ 2.46% |
$6.02K - $6.3K
|
2.08K
$275K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
50+ 0.63% |
$6.02K - $6.3K
|
7.94K
$1.05M
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
50+ 2.84% |
$6.02K - $6.3K
|
1.81K
$239K
|