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
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
283+ 7.22% |
$34.1K - $35.6K
|
4.2K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
278+ 7.43% |
$33.5K - $35K
|
4.02K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
270+ 6.08% |
$32.5K - $34K
|
4.71K
$667K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
269+ 9.31% |
$32.4K - $33.9K
|
3.16K
$447K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
269+ 13.45% |
$32.4K - $33.9K
|
2.27K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
256+ 7.51% |
$30.8K - $32.2K
|
3.67K
$519K
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
246+ 5.21% |
$29.6K - $31K
|
4.97K
$703K
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
246+ 0.64% |
$29.6K - $31K
|
38.7K
$5.48M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
245+ 0.43% |
$29.5K - $30.9K
|
57.4K
$8.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
245New |
$29.5K - $30.9K
|
245
$34.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
242+ 12.08% |
$29.2K - $30.5K
|
2.25K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
241+ 9.74% |
$29K - $30.4K
|
2.72K
$384K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
230+ 28.57% |
$27.7K - $29K
|
1.04K
$147K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
229+ 6.64% |
$27.6K - $28.8K
|
3.68K
$521K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
227+ 13.24% |
$27.3K - $28.6K
|
1.94K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
224+ 0.91% |
$27K - $28.2K
|
24.8K
$3.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
220+ 3.7% |
$26.5K - $27.7K
|
6.17K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
215+ 9.22% |
$25.9K - $27.1K
|
2.55K
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
215+ 0.51% |
$25.9K - $27.1K
|
42K
$5.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
214+ 0.17% |
$25.8K - $27K
|
124K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
206+ 9.92% |
$24.8K - $25.9K
|
2.28K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
201+ 2.64% |
$24.2K - $25.3K
|
7.81K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
196+ 1.79% |
$23.6K - $24.7K
|
11.2K
$1.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
196+ 1.7% |
$23.6K - $24.7K
|
11.7K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
194+ 11.57% |
$23.4K - $24.4K
|
1.87K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
189+ 1.89% |
$22.8K - $23.8K
|
10.2K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
184+ 3.32% |
$22.2K - $23.2K
|
5.72K
$810K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
183+ 3.65% |
$22K - $23K
|
5.19K
$735K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
181+ 0.72% |
$21.8K - $22.8K
|
25.1K
$3.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
178+ 0.5% |
$21.4K - $22.4K
|
36K
$5.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
175+ 0.47% |
$21.1K - $22K
|
37.6K
$5.32M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
167+ 0.48% |
$20.1K - $21K
|
35K
$4.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
166+ 15.0% |
$20K - $20.9K
|
1.27K
$180K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
165New |
$19.9K - $20.8K
|
165
$23.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
163+ 4.6% |
$19.6K - $20.5K
|
3.71K
$525K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
163+ 9.87% |
$19.6K - $20.5K
|
1.81K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
162+ 0.21% |
$19.5K - $20.4K
|
78K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
158+ 3.12% |
$19K - $19.9K
|
5.23K
$740K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
155+ 7.13% |
$18.7K - $19.5K
|
2.33K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
152+ 3.49% |
$18.3K - $19.1K
|
4.5K
$637K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
150New |
$18.1K - $18.9K
|
150
$21.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 4.35% |
$18.1K - $18.9K
|
3.6K
$510K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
150+ 5.04% |
$18.1K - $18.9K
|
3.13K
$443K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
148New |
$17.8K - $18.6K
|
148
$21K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
145+ 1.26% |
$17.5K - $18.3K
|
11.6K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
142New |
$17.1K - $17.9K
|
142
$20.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
140+ 0.79% |
$16.9K - $17.6K
|
17.8K
$2.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
131+ 1.21% |
$15.8K - $16.5K
|
11K
$1.55M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 7.6% |
$15.7K - $16.4K
|
1.84K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125New |
$15.1K - $15.7K
|
125
$17.7K
|