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 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-55- 2.95% |
$6.63K - $6.93K
|
1.81K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-55- 1.36% |
$6.63K - $6.93K
|
3.99K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-57- 2.58% |
$6.87K - $7.18K
|
2.15K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-58- 1.31% |
$6.99K - $7.3K
|
4.37K
$621K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-60- 1.14% |
$7.23K - $7.56K
|
5.2K
$739K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-60- 1.5% |
$7.23K - $7.56K
|
3.95K
$561K
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-60- 1.16% |
$7.23K - $7.56K
|
5.09K
$724K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-61- 2.25% |
$7.35K - $7.68K
|
2.65K
$376K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-61- 2.57% |
$7.35K - $7.68K
|
2.32K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-61- 0.97% |
$7.35K - $7.68K
|
6.21K
$882K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-62- 0.97% |
$7.47K - $7.81K
|
6.35K
$903K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-63- 3.46% |
$7.59K - $7.93K
|
1.76K
$250K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-63- 0.5% |
$7.59K - $7.93K
|
12.5K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-63- 1.21% |
$7.59K - $7.93K
|
5.14K
$730K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-66- 0.69% |
$7.95K - $8.31K
|
9.5K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-69- 4.23% |
$8.31K - $8.69K
|
1.56K
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-69- 2.01% |
$8.31K - $8.69K
|
3.36K
$478K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-71- 2.75% |
$8.55K - $8.94K
|
2.51K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-72- 1.21% |
$8.67K - $9.07K
|
5.88K
$835K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-75- 3.99% |
$9.04K - $9.45K
|
1.81K
$257K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-75- 3.04% |
$9.04K - $9.45K
|
2.39K
$340K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-75- 1.12% |
$9.04K - $9.45K
|
6.64K
$944K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-81- 1.79% |
$9.76K - $10.2K
|
4.45K
$632K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-83- 1.65% |
$10K - $10.5K
|
4.94K
$701K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-84- 4.07% |
$10.1K - $10.6K
|
1.98K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-85- 3.6% |
$10.2K - $10.7K
|
2.27K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-87- 3.41% |
$10.5K - $11K
|
2.46K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-87- 97.75% |
$10.5K - $11K
|
2
$284
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-90- 0.83% |
$10.8K - $11.3K
|
10.7K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-91- 0.88% |
$11K - $11.5K
|
10.3K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-92- 1.62% |
$11.1K - $11.6K
|
5.57K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-96- 77.42% |
$11.6K - $12.1K
|
28
$3.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-96- 0.71% |
$11.6K - $12.1K
|
13.4K
$1.9M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-97- 17.11% |
$11.7K - $12.2K
|
470
$66.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-98- 9.64% |
$11.8K - $12.3K
|
919
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-98- 4.61% |
$11.8K - $12.3K
|
2.03K
$288K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 50.0% |
$12K - $12.6K
|
100
$14.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-101- 0.29% |
$12.2K - $12.7K
|
34.9K
$4.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-102- 2.49% |
$12.3K - $12.8K
|
3.99K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-104- 87.39% |
$12.5K - $13.1K
|
15
$2.13K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-111- 58.42% |
$13.4K - $14K
|
79
$11.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-112- 2.2% |
$13.5K - $14.1K
|
4.98K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-114- 0.21% |
$13.7K - $14.4K
|
54.9K
$7.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-115- 2.01% |
$13.9K - $14.5K
|
5.6K
$795K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-117- 3.78% |
$14.1K - $14.7K
|
2.98K
$423K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-118- 0.55% |
$14.2K - $14.9K
|
21.3K
$3.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-121- 2.85% |
$14.6K - $15.2K
|
4.12K
$585K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-122- 4.19% |
$14.7K - $15.4K
|
2.79K
$397K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-124- 4.14% |
$14.9K - $15.6K
|
2.87K
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-124- 1.99% |
$14.9K - $15.6K
|
6.1K
$866K
|