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 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-514- 0.22% |
$61.9K - $64.7K
|
234K
$31M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-533- 0.93% |
$64.2K - $67.1K
|
56.7K
$7.49M
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-535- 1.46% |
$64.5K - $67.4K
|
36.2K
$4.78M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-541- 39.26% |
$65.2K - $68.1K
|
837
$111K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-549- 0.35% |
$66.1K - $69.1K
|
156K
$20.6M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-558- 10.65% |
$67.2K - $70.3K
|
4.68K
$618K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-558- 5.05% |
$67.2K - $70.3K
|
10.5K
$1.39M
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-575- 20.38% |
$69.3K - $72.4K
|
2.25K
$297K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-582- 7.32% |
$70.1K - $73.3K
|
7.37K
$973K
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-590- 6.71% |
$71.1K - $74.3K
|
8.2K
$1.08M
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-608- 4.45% |
$73.2K - $76.6K
|
13K
$1.72M
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-617- 1.56% |
$74.3K - $77.7K
|
38.9K
$5.14M
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-619- 8.7% |
$74.6K - $78K
|
6.5K
$858K
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-638- 1.55% |
$76.9K - $80.3K
|
40.6K
$5.36M
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-647- 2.66% |
$77.9K - $81.5K
|
23.7K
$3.13M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-663- 46.23% |
$79.9K - $83.5K
|
771
$102K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-704- 10.25% |
$84.8K - $88.7K
|
6.16K
$814K
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-704- 17.15% |
$84.8K - $88.7K
|
3.4K
$450K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-740- 4.15% |
$89.1K - $93.2K
|
17.1K
$2.26M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-750- 1.81% |
$90.4K - $94.5K
|
40.6K
$5.36M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-750- 4.14% |
$90.4K - $94.5K
|
17.4K
$2.29M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-755- 1.72% |
$91K - $95.1K
|
43K
$5.69M
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-766- 3.66% |
$92.3K - $96.5K
|
20.2K
$2.67M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-766- 52.94% |
$92.3K - $96.5K
|
681
$90K
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-774- 1.92% |
$93.2K - $97.5K
|
39.6K
$5.23M
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-775- 2.03% |
$93.4K - $97.6K
|
37.4K
$4.94M
|
|
Aug 28, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-775- 13.42% |
$93.4K - $97.6K
|
5K
$661K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-793- 9.87% |
$95.5K - $99.9K
|
7.25K
$957K
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-816- 1.04% |
$98.3K - $103K
|
77.3K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-855- 30.79% |
$103K - $108K
|
1.92K
$254K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-856- 1.13% |
$103K - $108K
|
75K
$9.91M
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-858- 4.25% |
$103K - $108K
|
19.3K
$2.55M
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-883- 83.46% |
$106K - $111K
|
175
$23.1K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-894- 0.77% |
$108K - $113K
|
115K
$15.2M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-901- 8.26% |
$109K - $113K
|
10K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-955- 11.88% |
$115K - $120K
|
7.09K
$936K
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-962- 2.84% |
$116K - $121K
|
33K
$4.35M
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-990- 1.08% |
$119K - $125K
|
91K
$12M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.01K- 1.55% |
$121K - $127K
|
63.7K
$8.42M
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 9.29% |
$128K - $134K
|
10.4K
$1.37M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.07K- 3.55% |
$129K - $135K
|
29K
$3.83M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.09K- 44.87% |
$132K - $138K
|
1.34K
$177K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 0.28% |
$132K - $138K
|
392K
$51.8M
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.1K- 3.67% |
$133K - $139K
|
28.9K
$3.82M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.11K- 22.91% |
$133K - $139K
|
3.72K
$492K
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.11K- 54.19% |
$134K - $140K
|
941
$124K
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.13K- 42.68% |
$136K - $143K
|
1.52K
$201K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 2.57% |
$137K - $143K
|
43.2K
$5.7M
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.17K- 5.71% |
$140K - $147K
|
19.2K
$2.54M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.17K- 38.34% |
$141K - $147K
|
1.88K
$249K
|