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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
13.6K+ 14.3% |
$1.64M - $1.72M
|
109K
$15.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
13.3K+ 45.28% |
$1.6M - $1.68M
|
42.7K
$6.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
13.2K+ 6.03% |
$1.59M - $1.66M
|
232K
$32.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 15.49% |
$1.47M - $1.54M
|
91K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12K+ 84.47% |
$1.45M - $1.52M
|
26.3K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
11.9KNew |
$1.44M - $1.5M
|
11.9K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.6KNew |
$1.4M - $1.46M
|
11.6K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
11.2K+ 69.51% |
$1.34M - $1.41M
|
27.2K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11K+ 19.42% |
$1.32M - $1.38M
|
67.5K
$9.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
10.2KNew |
$1.22M - $1.28M
|
10.2K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 57.93% |
$1.22M - $1.27M
|
27.5K
$3.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.1K+ 16.44% |
$1.21M - $1.27M
|
71.4K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
9.82KNew |
$1.18M - $1.24M
|
9.82K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.73K+ 31.4% |
$1.17M - $1.23M
|
40.7K
$5.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9.73K+ 7316.54% |
$1.17M - $1.23M
|
9.86K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.6KNew |
$1.16M - $1.21M
|
9.6K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.23KNew |
$1.11M - $1.16M
|
9.23K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
9.2KNew |
$1.11M - $1.16M
|
9.2K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.05KNew |
$1.09M - $1.14M
|
9.05K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
8.93K+ 3.01% |
$1.08M - $1.12M
|
305K
$43.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.58K+ 64.73% |
$1.03M - $1.08M
|
21.8K
$3.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.49K+ 310.8% |
$1.02M - $1.07M
|
11.2K
$1.59M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.29K+ 27.67% |
$999K - $1.04M
|
38.3K
$5.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.09K+ 6.85% |
$974K - $1.02M
|
126K
$17.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.99K+ 13.83% |
$963K - $1.01M
|
65.8K
$9.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.69KNew |
$926K - $968K
|
7.69K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.65K+ 201.87% |
$922K - $964K
|
11.4K
$1.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.58K+ 15.56% |
$913K - $954K
|
56.3K
$7.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.25KNew |
$873K - $913K
|
7.25K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.2K+ 11.41% |
$867K - $906K
|
70.2K
$9.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.11KNew |
$857K - $896K
|
7.11K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
6.95K+ 217.71% |
$837K - $875K
|
10.1K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
6.85K+ 22.54% |
$825K - $862K
|
37.2K
$5.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.62K+ 15.29% |
$797K - $834K
|
49.9K
$7.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.57KNew |
$792K - $828K
|
6.57K
$931K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.44K+ 209.19% |
$776K - $811K
|
9.52K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
6.35K+ 5.06% |
$765K - $800K
|
132K
$18.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
6.1K+ 90.21% |
$735K - $768K
|
12.9K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
5.79K+ 7.39% |
$698K - $729K
|
84.1K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.78KNew |
$696K - $727K
|
5.78K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.73KNew |
$691K - $722K
|
5.73K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.73K+ 112.57% |
$690K - $722K
|
10.8K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.72K+ 8.74% |
$689K - $721K
|
71.1K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.63KNew |
$678K - $709K
|
5.63K
$797K
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
5.61K+ 86.67% |
$675K - $706K
|
12.1K
$1.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.53K+ 59.86% |
$666K - $696K
|
14.8K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.49K+ 28.33% |
$661K - $691K
|
24.9K
$3.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.27K+ 20.44% |
$635K - $664K
|
31.1K
$4.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5.15KNew |
$620K - $648K
|
5.15K
$729K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.09K+ 1.42% |
$613K - $640K
|
362K
$51.3M
|