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 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$604K - $632K
|
5.02K
$697K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.97KNew |
$598K - $626K
|
4.97K
$690K
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
4.93KNew |
$594K - $621K
|
4.93K
$685K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$573K - $599K
|
4.76K
$661K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.74KNew |
$571K - $597K
|
4.74K
$659K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.71K+ 15.87% |
$567K - $593K
|
34.4K
$4.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.66K+ 14.4% |
$561K - $587K
|
37K
$5.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
4.65K+ 8.74% |
$560K - $586K
|
57.9K
$8.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.57KNew |
$551K - $576K
|
4.57K
$635K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
4.55K+ 1.98% |
$548K - $572K
|
234K
$32.5M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.44K+ 23.13% |
$535K - $560K
|
23.7K
$3.29M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
4.36K+ 31.64% |
$525K - $549K
|
18.1K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.24K+ 184.68% |
$511K - $534K
|
6.54K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.19K+ 23.57% |
$505K - $528K
|
22K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.16KNew |
$502K - $524K
|
4.16K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.13K+ 16.23% |
$497K - $520K
|
29.5K
$4.1M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.12KNew |
$496K - $519K
|
4.12K
$573K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.06K+ 3.22% |
$489K - $511K
|
130K
$18.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 6.95% |
$487K - $509K
|
62.2K
$8.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
4.04KNew |
$487K - $509K
|
4.04K
$561K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.02K+ 46.36% |
$484K - $506K
|
12.7K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.95K+ 75.5% |
$476K - $498K
|
9.18K
$1.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
3.93K+ 68.83% |
$473K - $494K
|
9.63K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
3.92K+ 9.26% |
$472K - $494K
|
46.3K
$6.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.91K+ 5.75% |
$471K - $492K
|
71.9K
$9.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.9K+ 22.52% |
$470K - $491K
|
21.2K
$2.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.9KNew |
$470K - $491K
|
3.9K
$542K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.89K+ 28.49% |
$469K - $490K
|
17.6K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.87K+ 8.8% |
$466K - $488K
|
47.9K
$6.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
3.73K+ 4.92% |
$449K - $469K
|
79.4K
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.71KNew |
$446K - $467K
|
3.71K
$515K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
3.62KNew |
$437K - $456K
|
3.62K
$504K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.59K+ 100.5% |
$432K - $452K
|
7.16K
$995K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.59KNew |
$432K - $451K
|
3.59K
$498K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.57K+ 9.93% |
$430K - $450K
|
39.6K
$5.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.44K+ 38.57% |
$415K - $434K
|
12.4K
$1.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.43K+ 113.24% |
$413K - $432K
|
6.46K
$897K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.42KNew |
$412K - $430K
|
3.42K
$475K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.37K+ 59.13% |
$406K - $424K
|
9.06K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.36KNew |
$404K - $423K
|
3.36K
$466K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.36K+ 32.9% |
$404K - $423K
|
13.6K
$1.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.27K+ 58.39% |
$394K - $412K
|
8.87K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.25K+ 35.33% |
$392K - $409K
|
12.5K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.24K+ 5.11% |
$391K - $408K
|
66.7K
$9.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.21K+ 21.24% |
$386K - $404K
|
18.3K
$2.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.2KNew |
$386K - $403K
|
3.2K
$445K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.14KNew |
$378K - $395K
|
3.14K
$436K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.13K+ 11.9% |
$378K - $395K
|
29.5K
$4.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.13K+ 128.41% |
$377K - $394K
|
5.57K
$774K
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.13K+ 16.9% |
$377K - $394K
|
21.7K
$3.01M
|