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 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
591New |
$71.2K - $74.4K
|
591
$82.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
572+ 30.41% |
$68.9K - $72K
|
2.45K
$341K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
564+ 15.28% |
$67.9K - $71K
|
4.26K
$591K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
556+ 4.86% |
$67K - $70K
|
12K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
550+ 10.26% |
$66.3K - $69.3K
|
5.91K
$821K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
550+ 5.0% |
$66.3K - $69.3K
|
11.5K
$1.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
548+ 11.45% |
$66K - $69K
|
5.34K
$741K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
538+ 27.7% |
$64.8K - $67.8K
|
2.48K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
534+ 12.24% |
$64.3K - $67.3K
|
4.9K
$681K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
527New |
$63.5K - $66.4K
|
527
$73.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
507+ 24.98% |
$61.1K - $63.9K
|
2.54K
$353K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
492+ 4.27% |
$59.3K - $62K
|
12K
$1.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
486+ 2.57% |
$58.5K - $61.2K
|
19.4K
$2.69M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
484+ 0.22% |
$58.3K - $61K
|
222K
$30.9M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
484+ 0.22% |
$58.3K - $61K
|
222K
$30.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
482+ 0.85% |
$58.1K - $60.7K
|
57.2K
$7.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
473New |
$57K - $59.6K
|
473
$65.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
471+ 1.65% |
$56.7K - $59.3K
|
29K
$4.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
471+ 30.52% |
$56.7K - $59.3K
|
2.01K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
456+ 154.05% |
$54.9K - $57.4K
|
752
$104K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
450+ 2.6% |
$54.2K - $56.7K
|
17.7K
$2.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
447+ 4.56% |
$53.9K - $56.3K
|
10.2K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
445+ 2.03% |
$53.6K - $56K
|
22.4K
$3.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
425+ 5.46% |
$51.2K - $53.5K
|
8.22K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
424New |
$51.1K - $53.4K
|
424
$58.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
413+ 0.84% |
$49.8K - $52K
|
49.8K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
406+ 9.08% |
$48.9K - $51.1K
|
4.88K
$678K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
406+ 0.99% |
$48.9K - $51.1K
|
41.4K
$5.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
391+ 2.98% |
$47.1K - $49.2K
|
13.5K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
390+ 1.94% |
$47K - $49.1K
|
20.5K
$2.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
376+ 3.68% |
$45.3K - $47.4K
|
10.6K
$1.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
372+ 161.74% |
$44.8K - $46.8K
|
602
$83.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
364+ 15.48% |
$43.9K - $45.8K
|
2.72K
$377K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
357+ 3.2% |
$43K - $45K
|
11.5K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
356New |
$42.9K - $44.8K
|
356
$49.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
355+ 1.18% |
$42.8K - $44.7K
|
30.4K
$4.23M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
352+ 0.98% |
$42.4K - $44.3K
|
36.3K
$5.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
352+ 3.3% |
$42.4K - $44.3K
|
11K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
352+ 1.87% |
$42.4K - $44.3K
|
19.2K
$2.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
340+ 430.38% |
$41K - $42.8K
|
419
$58.2K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
339+ 1.82% |
$40.8K - $42.7K
|
19K
$2.64M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
330New |
$39.8K - $41.6K
|
330
$45.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
330+ 1.76% |
$39.8K - $41.6K
|
19.1K
$2.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
319+ 0.37% |
$38.4K - $40.2K
|
87.4K
$12.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
313+ 3.58% |
$37.7K - $39.4K
|
9.06K
$1.26M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
310+ 1.58% |
$37.3K - $39K
|
19.9K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
307+ 13.51% |
$37K - $38.7K
|
2.58K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
306+ 2.91% |
$36.9K - $38.5K
|
10.8K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
301+ 3.22% |
$36.3K - $37.9K
|
9.66K
$1.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
291+ 17.37% |
$35.1K - $36.6K
|
1.97K
$273K
|