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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33+ 26.4% |
$3.98K - $4.47K
|
158
$22.6K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
31+ 0.88% |
$3.74K - $4.2K
|
3.57K
$511K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
27+ 96.43% |
$3.26K - $3.66K
|
55
$7.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
27New |
$3.26K - $3.66K
|
27
$3.87K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
27New |
$3.26K - $3.66K
|
27
$3.87K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
25+ 1.33% |
$3.01K - $3.39K
|
1.9K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
23+ 0.94% |
$2.77K - $3.12K
|
2.47K
$354K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
21+ 0.99% |
$2.53K - $2.84K
|
2.15K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
16+ 0.52% |
$1.93K - $2.17K
|
3.08K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
16+ 0.32% |
$1.93K - $2.17K
|
4.95K
$709K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.19% |
$1.81K - $2.03K
|
8.09K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15+ 0.3% |
$1.81K - $2.03K
|
5.03K
$720K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13+ 0.12% |
$1.57K - $1.76K
|
10.5K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12+ 0.53% |
$1.45K - $1.63K
|
2.29K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.13% |
$1.21K - $1.35K
|
7.99K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.24% |
$1.21K - $1.35K
|
4.16K
$596K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.27% |
$1.21K - $1.35K
|
3.73K
$533K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
BUY
|
- |
9+ 0.31% |
$1.09K - $1.22K
|
2.87K
$411K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.48% |
$1.09K - $1.22K
|
1.89K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 0.45% |
$964 - $1.08K
|
1.8K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.31% |
$964 - $1.08K
|
2.61K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.36% |
$964 - $1.08K
|
2.24K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8+ 0.07% |
$964 - $1.08K
|
12.3K
$1.75M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
7+ 0.31% |
$844 - $948
|
2.29K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.3% |
$844 - $948
|
2.31K
$330K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.16% |
$723 - $813
|
3.81K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.3% |
$723 - $813
|
2.04K
$292K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
6+ 0.32% |
$723 - $813
|
1.88K
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.02% |
$723 - $813
|
25.2K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5+ 0.12% |
$603 - $677
|
4.03K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.17% |
$482 - $542
|
2.34K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.22% |
$482 - $542
|
1.79K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.19% |
$482 - $542
|
2.12K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.22% |
$482 - $542
|
1.81K
$259K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3+ 0.05% |
$362 - $406
|
6.1K
$873K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3+ 0.12% |
$362 - $406
|
2.51K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.16% |
$362 - $406
|
1.85K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3+ 0.14% |
$362 - $406
|
2.16K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$241 - $271
|
2.87K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.12% |
$241 - $271
|
1.7K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2+ 0.08% |
$241 - $271
|
2.5K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.22% |
$241 - $271
|
921
$132K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.54% |
$121 - $135
|
186
$26.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.25% |
$121 - $135
|
400
$57.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$121 - $135
|
2.18K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.41% |
$121 - $135
|
246
$35.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.6% |
$121 - $135
|
167
$23.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$121 - $135
|
3.13K
$448K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$121 - $135
|
5.56K
$797K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1+ 0.01% |
$121 - $135
|
7.14K
$1.02M
|