Purchases and Sales Made in Q2 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
22+ 12.94% |
$2.13K - $2.36K
|
192
$28.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
20+ 0.29% |
$1.94K - $2.15K
|
6.93K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
19+ 0.4% |
$1.84K - $2.04K
|
4.79K
$709K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19New |
$1.84K - $2.04K
|
19
$2.81K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
16+ 0.04% |
$1.55K - $1.72K
|
41.9K
$6.2M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 37.5% |
$1.45K - $1.61K
|
55
$8.14K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
14+ 0.21% |
$1.36K - $1.5K
|
6.61K
$978K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
13+ 0.4% |
$1.26K - $1.4K
|
3.23K
$478K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
13+ 0.34% |
$1.26K - $1.4K
|
3.8K
$561K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.27% |
$1.16K - $1.29K
|
4.51K
$667K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.53% |
$1.07K - $1.18K
|
2.09K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
11+ 0.16% |
$1.07K - $1.18K
|
7.1K
$1.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
11+ 0.43% |
$1.07K - $1.18K
|
2.6K
$384K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.39% |
$969 - $1.07K
|
2.56K
$378K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
10+ 0.47% |
$969 - $1.07K
|
2.14K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10+ 0.41% |
$969 - $1.07K
|
2.45K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 11.24% |
$969 - $1.07K
|
99
$14.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
9+ 0.27% |
$872 - $966
|
3.37K
$499K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.4% |
$872 - $966
|
2.28K
$337K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
9+ 0.09% |
$872 - $966
|
9.5K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.37% |
$775 - $859
|
2.18K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.34% |
$775 - $859
|
2.34K
$346K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 10.53% |
$581 - $644
|
63
$9.32K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$484 - $537
|
5
$740
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
5+ 0.25% |
$484 - $537
|
2.04K
$302K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
5New |
$484 - $537
|
5
$740
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5+ 0.07% |
$484 - $537
|
6.85K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.28% |
$194 - $215
|
707
$105K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.08% |
$194 - $215
|
2.49K
$368K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.54% |
$96.9 - $107
|
187
$27.7K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
1+ 0.04% |
$96.9 - $107
|
2.42K
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.04% |
$96.9 - $107
|
2.82K
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.04% |
$96.9 - $107
|
2.46K
$363K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$96.9 - $107
|
4.81K
$711K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.14% |
$96.9 - $107
|
693
$103K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$96.9 - $107
|
3.95K
$584K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.61% |
$96.9 - $107
|
164
$24.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.31% |
$96.9 - $107
|
324
$47.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.82% |
$96.9 - $107
|
123
$18.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$96.9 - $107
|
2.79K
$412K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.24% |
$96.9 - $107
|
416
$61.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.25% |
$96.9 - $107
|
400
$59.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$96.9 - $107
|
2.24K
$331K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.32% |
$96.9 - $107
|
309
$45.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2- 0.07% |
$194 - $215
|
2.97K
$439K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-2- 0.1% |
$194 - $215
|
2.07K
$306K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 0.4% |
$194 - $215
|
500
$74K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6- 0.14% |
$581 - $644
|
4.37K
$647K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-8- 0.21% |
$775 - $859
|
3.87K
$573K
|