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 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-38- 1.0% |
$4.58K - $5.15K
|
3.78K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-38- 1.55% |
$4.58K - $5.15K
|
2.42K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-39- 22.29% |
$4.7K - $5.28K
|
136
$19.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-40- 0.75% |
$4.82K - $5.42K
|
5.26K
$753K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-41- 15.77% |
$4.94K - $5.55K
|
219
$31.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-41- 0.39% |
$4.94K - $5.55K
|
10.5K
$1.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-44- 1.5% |
$5.3K - $5.96K
|
2.88K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-44- 36.36% |
$5.3K - $5.96K
|
77
$11K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 6.11% |
$5.3K - $5.96K
|
676
$96.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-46- 1.14% |
$5.55K - $6.23K
|
3.98K
$570K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-48- 0.42% |
$5.79K - $6.5K
|
11.5K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-48- 1.72% |
$5.79K - $6.5K
|
2.74K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48- 2.57% |
$5.79K - $6.5K
|
1.82K
$261K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-49- 0.29% |
$5.91K - $6.64K
|
17K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-49- 0.08% |
$5.91K - $6.64K
|
62.7K
$8.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 10.58% |
$5.91K - $6.64K
|
414
$59.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-50- 1.32% |
$6.03K - $6.77K
|
3.75K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 3.0% |
$6.03K - $6.77K
|
1.62K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-50- 2.62% |
$6.03K - $6.77K
|
1.86K
$266K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-50- 45.45% |
$6.03K - $6.77K
|
60
$8.59K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-51- 1.88% |
$6.15K - $6.91K
|
2.66K
$381K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-52- 0.57% |
$6.27K - $7.04K
|
9.01K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-53- 37.32% |
$6.39K - $7.18K
|
89
$12.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-53- 2.44% |
$6.39K - $7.18K
|
2.12K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-57- 0.15% |
$6.87K - $7.72K
|
37.2K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-57- 1.6% |
$6.87K - $7.72K
|
3.5K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-60- 1.92% |
$7.23K - $8.13K
|
3.07K
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-61- 0.93% |
$7.35K - $8.26K
|
6.53K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-61- 13.44% |
$7.35K - $8.26K
|
393
$56.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-62- 0.94% |
$7.47K - $8.4K
|
6.57K
$940K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-64- 0.28% |
$7.72K - $8.67K
|
23.2K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-65- 1.22% |
$7.84K - $8.8K
|
5.28K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-67- 3.37% |
$8.08K - $9.07K
|
1.92K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-69- 2.87% |
$8.32K - $9.35K
|
2.34K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-70- 5.5% |
$8.44K - $9.48K
|
1.2K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-70- 1.87% |
$8.44K - $9.48K
|
3.68K
$527K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-71- 1.95% |
$8.56K - $9.62K
|
3.58K
$512K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-72- 2.22% |
$8.68K - $9.75K
|
3.16K
$453K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-75- 0.36% |
$9.04K - $10.2K
|
20.9K
$3M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-75- 60.0% |
$9.04K - $10.2K
|
50
$7.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-75- 4.34% |
$9.04K - $10.2K
|
1.65K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-79- 1.42% |
$9.52K - $10.7K
|
5.49K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-83- 4.44% |
$10K - $11.2K
|
1.79K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-86- 3.85% |
$10.4K - $11.6K
|
2.15K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-87- 2.59% |
$10.5K - $11.8K
|
3.28K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 0.47% |
$11.3K - $12.7K
|
20.1K
$2.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-94- 48.45% |
$11.3K - $12.7K
|
100
$14.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-96- 1.8% |
$11.6K - $13K
|
5.23K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-96- 5.2% |
$11.6K - $13K
|
1.75K
$251K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-98- 5.77% |
$11.8K - $13.3K
|
1.6K
$229K
|