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 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-259- 10.05% |
$31.2K - $32.6K
|
2.32K
$329K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-263- 36.68% |
$31.7K - $33.1K
|
454
$64.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-264- 71.74% |
$31.8K - $33.2K
|
104
$14.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-265- 3.65% |
$31.9K - $33.4K
|
6.99K
$993K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-266- 48.54% |
$32K - $33.5K
|
282
$40.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-270- 8.08% |
$32.5K - $34K
|
3.07K
$436K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-280- 3.39% |
$33.7K - $35.3K
|
7.98K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-284- 3.01% |
$34.2K - $35.8K
|
9.15K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-286- 9.18% |
$34.5K - $36K
|
2.83K
$402K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-288- 7.4% |
$34.7K - $36.3K
|
3.6K
$512K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-290- 0.46% |
$34.9K - $36.5K
|
62.7K
$8.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-291- 4.37% |
$35.1K - $36.6K
|
6.37K
$906K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 2.24% |
$36.1K - $37.8K
|
13.1K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-300- 5.38% |
$36.1K - $37.8K
|
5.28K
$750K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-300- 4.62% |
$36.1K - $37.8K
|
6.2K
$880K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-304- 3.07% |
$36.6K - $38.3K
|
9.59K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-305- 2.66% |
$36.7K - $38.4K
|
11.2K
$1.59M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-307- 13.36% |
$37K - $38.7K
|
1.99K
$283K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-315- 6.69% |
$37.9K - $39.7K
|
4.4K
$624K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-315- 39.47% |
$37.9K - $39.7K
|
483
$68.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-320- 13.73% |
$38.6K - $40.3K
|
2.01K
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-325- 1.36% |
$39.2K - $40.9K
|
23.5K
$3.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-345- 1.15% |
$41.6K - $43.4K
|
29.6K
$4.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-345- 1.02% |
$41.6K - $43.4K
|
33.6K
$4.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-349- 0.66% |
$42K - $44K
|
52.5K
$7.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-350- 6.2% |
$42.2K - $44.1K
|
5.3K
$753K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-350- 4.25% |
$42.2K - $44.1K
|
7.88K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-351- 12.95% |
$42.3K - $44.2K
|
2.36K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-356- 3.87% |
$42.9K - $44.8K
|
8.84K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-359- 1.44% |
$43.2K - $45.2K
|
24.6K
$3.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-361- 13.57% |
$43.5K - $45.5K
|
2.3K
$327K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-369- 0.77% |
$44.5K - $46.5K
|
47.6K
$6.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-376- 11.66% |
$45.3K - $47.4K
|
2.85K
$405K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-384- 1.24% |
$46.3K - $48.4K
|
30.7K
$4.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-399- 1.03% |
$48.1K - $50.3K
|
38.2K
$5.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-400- 9.7% |
$48.2K - $50.4K
|
3.72K
$529K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-404- 9.09% |
$48.7K - $50.9K
|
4.04K
$574K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-406- 0.41% |
$48.9K - $51.1K
|
98.1K
$13.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-410- 0.77% |
$49.4K - $51.6K
|
52.6K
$7.47M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-427- 1.28% |
$51.4K - $53.8K
|
33K
$4.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-435- 1.12% |
$52.4K - $54.8K
|
38.4K
$5.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-438- 15.9% |
$52.8K - $55.2K
|
2.32K
$329K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-445- 2.27% |
$53.6K - $56K
|
19.2K
$2.73M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-450- 20.95% |
$54.2K - $56.7K
|
1.7K
$241K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-455- 0.75% |
$54.8K - $57.3K
|
59.9K
$8.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-460- 10.24% |
$55.4K - $57.9K
|
4.03K
$573K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-462- 0.55% |
$55.7K - $58.2K
|
83.4K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-467Closed |
$56.3K - $58.8K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-474- 4.28% |
$57.1K - $59.7K
|
10.6K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-487- 32.99% |
$58.7K - $61.3K
|
989
$141K
|