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 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.11K+ 66.53% |
$134K - $140K
|
2.78K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.11K+ 3.35% |
$134K - $140K
|
34.2K
$4.85M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.09KNew |
$131K - $137K
|
1.09K
$154K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 3.84% |
$131K - $137K
|
29.3K
$4.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.05K+ 1.0% |
$127K - $132K
|
106K
$15M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.04K+ 15.42% |
$125K - $131K
|
7.79K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.03K+ 6.75% |
$124K - $130K
|
16.3K
$2.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.01K+ 2.85% |
$122K - $127K
|
36.4K
$5.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
979+ 41.55% |
$118K - $123K
|
3.34K
$472K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
975+ 7.44% |
$117K - $123K
|
14.1K
$1.99M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
954+ 6.32% |
$115K - $120K
|
16.1K
$2.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
950New |
$114K - $120K
|
950
$135K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
938+ 35.24% |
$113K - $118K
|
3.6K
$510K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
916+ 29.47% |
$110K - $115K
|
4.02K
$570K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
903+ 6.16% |
$109K - $114K
|
15.6K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
900New |
$108K - $113K
|
900
$127K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
880+ 20.09% |
$106K - $111K
|
5.26K
$745K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
859+ 12.05% |
$103K - $108K
|
7.99K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
857+ 0.46% |
$103K - $108K
|
187K
$26.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
850+ 2.87% |
$102K - $107K
|
30.5K
$4.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
849+ 9.4% |
$102K - $107K
|
9.88K
$1.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
845+ 10.58% |
$102K - $106K
|
8.83K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
842+ 3.96% |
$101K - $106K
|
22.1K
$3.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
830+ 4.04% |
$100K - $105K
|
21.4K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
830+ 3.58% |
$100K - $105K
|
24K
$3.4M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
823+ 14.2% |
$99.1K - $104K
|
6.62K
$937K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
822+ 3.79% |
$99K - $104K
|
22.5K
$3.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
781+ 13.74% |
$94.1K - $98.4K
|
6.47K
$916K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
778+ 8.96% |
$93.7K - $98K
|
9.46K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
769+ 10.57% |
$92.6K - $96.8K
|
8.04K
$1.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
767+ 25.14% |
$92.4K - $96.6K
|
3.82K
$541K
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
758+ 1.51% |
$91.3K - $95.5K
|
50.8K
$7.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
758+ 10.21% |
$91.3K - $95.5K
|
8.18K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
751+ 15.61% |
$90.5K - $94.6K
|
5.56K
$788K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
732+ 9.16% |
$88.2K - $92.2K
|
8.72K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
718+ 15.18% |
$86.5K - $90.4K
|
5.45K
$771K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
701+ 11.18% |
$84.4K - $88.3K
|
6.97K
$987K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
699+ 0.32% |
$84.2K - $88K
|
219K
$31M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
695+ 4.33% |
$83.7K - $87.5K
|
16.7K
$2.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
667+ 4.0% |
$80.4K - $84K
|
17.4K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
658+ 12.57% |
$79.3K - $82.9K
|
5.89K
$835K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
657+ 12.64% |
$79.1K - $82.7K
|
5.86K
$829K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
643+ 26.96% |
$77.5K - $81K
|
3.03K
$429K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
625+ 149.52% |
$75.3K - $78.7K
|
1.04K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
619+ 3.23% |
$74.6K - $78K
|
19.8K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
616+ 10.65% |
$74.2K - $77.6K
|
6.4K
$906K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
604+ 33.5% |
$72.8K - $76.1K
|
2.41K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
601+ 7.88% |
$72.4K - $75.7K
|
8.23K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
594+ 3.78% |
$71.6K - $74.8K
|
16.3K
$2.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
591New |
$71.2K - $74.4K
|
591
$83.7K
|