Purchases and Sales Made in Q3 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
83New |
$10K - $11.2K
|
83
$11.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
83+ 0.71% |
$10K - $11.2K
|
11.7K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
83+ 58.87% |
$10K - $11.2K
|
224
$32.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
80+ 2.15% |
$9.64K - $10.8K
|
3.8K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
79+ 1.46% |
$9.52K - $10.7K
|
5.49K
$786K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
78+ 4.73% |
$9.4K - $10.6K
|
1.73K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
78+ 1.2% |
$9.4K - $10.6K
|
6.57K
$941K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
76+ 1.81% |
$9.16K - $10.3K
|
4.27K
$611K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 31.91% |
$9.04K - $10.2K
|
310
$44.4K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
75+ 0.83% |
$9.04K - $10.2K
|
9.09K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
75+ 1.21% |
$9.04K - $10.2K
|
6.25K
$895K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
74+ 1.43% |
$8.92K - $10K
|
5.25K
$752K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
73+ 28.4% |
$8.8K - $9.89K
|
330
$47.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
73+ 0.72% |
$8.8K - $9.89K
|
10.2K
$1.46M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
71+ 2.08% |
$8.56K - $9.62K
|
3.48K
$499K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
70+ 3.9% |
$8.44K - $9.48K
|
1.86K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
63New |
$7.6K - $8.53K
|
63
$9.02K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
63+ 2.94% |
$7.6K - $8.53K
|
2.21K
$316K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
61+ 0.64% |
$7.35K - $8.26K
|
9.58K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
61+ 2.51% |
$7.35K - $8.26K
|
2.49K
$357K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
60+ 5.08% |
$7.23K - $8.13K
|
1.24K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
58+ 3.21% |
$6.99K - $7.86K
|
1.87K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
57+ 3.1% |
$6.87K - $7.72K
|
1.9K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
57+ 0.5% |
$6.87K - $7.72K
|
11.4K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
55+ 1.07% |
$6.63K - $7.45K
|
5.2K
$745K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
54+ 0.14% |
$6.51K - $7.31K
|
38.3K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
54+ 1.31% |
$6.51K - $7.31K
|
4.18K
$598K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
51New |
$6.15K - $6.91K
|
51
$7.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
50New |
$6.03K - $6.77K
|
50
$7.16K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
50+ 30.3% |
$6.03K - $6.77K
|
215
$30.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
47New |
$5.67K - $6.37K
|
47
$6.73K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
46+ 460.0% |
$5.55K - $6.23K
|
56
$8.02K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
46+ 1.28% |
$5.55K - $6.23K
|
3.63K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
46New |
$5.55K - $6.23K
|
46
$6.59K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
44+ 0.48% |
$5.3K - $5.96K
|
9.22K
$1.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
44+ 0.6% |
$5.3K - $5.96K
|
7.41K
$1.06M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 30.83% |
$4.94K - $5.55K
|
174
$24.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
41+ 4.9% |
$4.94K - $5.55K
|
878
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
41+ 1.12% |
$4.94K - $5.55K
|
3.71K
$531K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
40+ 4.66% |
$4.82K - $5.42K
|
899
$129K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
40+ 0.91% |
$4.82K - $5.42K
|
4.44K
$635K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
40+ 0.19% |
$4.82K - $5.42K
|
20.6K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
40+ 1.06% |
$4.82K - $5.42K
|
3.81K
$545K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
39+ 0.11% |
$4.7K - $5.28K
|
36.5K
$5.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.49% |
$4.7K - $5.28K
|
7.98K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 12.0% |
$4.34K - $4.88K
|
336
$48.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
36+ 0.29% |
$4.34K - $4.88K
|
12.5K
$1.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35+ 2.08% |
$4.22K - $4.74K
|
1.72K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
35New |
$4.22K - $4.74K
|
35
$5.01K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.5% |
$4.1K - $4.6K
|
2.3K
$330K
|