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 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
208+ 2.1% |
$25.1K - $28.2K
|
10.1K
$1.39M
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 4.06% |
$24.1K - $27.1K
|
5.13K
$705K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
200+ 7.49% |
$24.1K - $27.1K
|
2.87K
$395K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
196+ 1.91% |
$23.6K - $26.5K
|
10.5K
$1.44M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 7.01% |
$23.4K - $26.3K
|
2.96K
$407K
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
193+ 11.49% |
$23.3K - $26.1K
|
1.87K
$257K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
185New |
$22.3K - $25.1K
|
185
$25.4K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
183+ 8.15% |
$22.1K - $24.8K
|
2.43K
$334K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
179New |
$21.6K - $24.2K
|
179
$24.6K
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
172+ 48.31% |
$20.7K - $23.3K
|
528
$72.6K
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
169+ 3.23% |
$20.4K - $22.9K
|
5.4K
$742K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
168+ 9.05% |
$20.3K - $22.8K
|
2.03K
$279K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
166+ 4.27% |
$20K - $22.5K
|
4.05K
$557K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
BUY
|
- |
165+ 0.31% |
$19.9K - $22.3K
|
52.8K
$7.26M
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
163+ 1.48% |
$19.7K - $22.1K
|
11.1K
$1.53M
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
159+ 2.46% |
$19.2K - $21.5K
|
6.63K
$911K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
157+ 4.61% |
$18.9K - $21.3K
|
3.56K
$490K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
153+ 41.8% |
$18.4K - $20.7K
|
519
$71.4K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
150New |
$18.1K - $20.3K
|
150
$20.6K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
145+ 13.33% |
$17.5K - $19.6K
|
1.23K
$170K
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
144+ 2.5% |
$17.4K - $19.5K
|
5.91K
$812K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
144+ 97.3% |
$17.4K - $19.5K
|
292
$40.2K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
144+ 14.56% |
$17.4K - $19.5K
|
1.13K
$156K
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
139+ 4.16% |
$16.8K - $18.8K
|
3.48K
$479K
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
138+ 6.3% |
$16.6K - $18.7K
|
2.33K
$320K
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
137+ 380.56% |
$16.5K - $18.6K
|
173
$23.8K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
137+ 7.89% |
$16.5K - $18.6K
|
1.87K
$258K
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
135+ 7.92% |
$16.3K - $18.3K
|
1.84K
$253K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
134New |
$16.2K - $18.1K
|
134
$18.4K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
132+ 4.67% |
$15.9K - $17.9K
|
2.96K
$407K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
131+ 5.08% |
$15.8K - $17.7K
|
2.71K
$373K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 7.6% |
$15.7K - $17.6K
|
1.84K
$253K
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
125+ 7.29% |
$15.1K - $16.9K
|
1.84K
$253K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
125+ 6.36% |
$15.1K - $16.9K
|
2.09K
$288K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123+ 37.5% |
$14.8K - $16.7K
|
451
$62K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
122+ 0.29% |
$14.7K - $16.5K
|
41.5K
$5.71M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
121+ 5.43% |
$14.6K - $16.4K
|
2.35K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
121+ 2.25% |
$14.6K - $16.4K
|
5.5K
$756K
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
120+ 2.97% |
$14.5K - $16.3K
|
4.16K
$572K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
116+ 4.36% |
$14K - $15.7K
|
2.78K
$382K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
115+ 7.36% |
$13.9K - $15.6K
|
1.68K
$231K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
113New |
$13.6K - $15.3K
|
113
$15.5K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
112+ 18.6% |
$13.5K - $15.2K
|
714
$98.2K
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
111+ 4.36% |
$13.4K - $15K
|
2.66K
$365K
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
110+ 6.67% |
$13.3K - $14.9K
|
1.76K
$242K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
109+ 6.61% |
$13.1K - $14.8K
|
1.76K
$242K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
108+ 1.06% |
$13K - $14.6K
|
10.3K
$1.42M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
105+ 4.96% |
$12.7K - $14.2K
|
2.22K
$305K
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
103+ 5.31% |
$12.4K - $14K
|
2.04K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
101+ 0.57% |
$12.2K - $13.7K
|
17.8K
$2.45M
|