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 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-190- 7.93% |
$18.4K - $20.4K
|
2.21K
$304K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-198- 7.15% |
$19.2K - $21.2K
|
2.57K
$354K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-206- 0.35% |
$20K - $22.1K
|
59K
$8.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-209- 21.09% |
$20.2K - $22.4K
|
782
$108K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-211- 5.43% |
$20.4K - $22.6K
|
3.67K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-211- 8.27% |
$20.4K - $22.6K
|
2.34K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-215- 0.95% |
$20.8K - $23.1K
|
22.4K
$3.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-221- 2.62% |
$21.4K - $23.7K
|
8.21K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-221- 3.02% |
$21.4K - $23.7K
|
7.09K
$977K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-222- 4.2% |
$21.5K - $23.8K
|
5.07K
$698K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-223- 1.86% |
$21.6K - $23.9K
|
11.8K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-225- 3.63% |
$21.8K - $24.1K
|
5.98K
$823K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-237- 7.86% |
$23K - $25.4K
|
2.78K
$383K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-240- 3.53% |
$23.2K - $25.8K
|
6.55K
$902K
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-240- 3.53% |
$23.2K - $25.8K
|
6.55K
$902K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-245- 3.44% |
$23.7K - $26.3K
|
6.88K
$948K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-246- 7.91% |
$23.8K - $26.4K
|
2.86K
$395K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-246- 0.67% |
$23.8K - $26.4K
|
36.7K
$5.06M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-248- 10.88% |
$24K - $26.6K
|
2.03K
$280K
|
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-248- 2.45% |
$24K - $26.6K
|
9.86K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-249- 8.73% |
$24.1K - $26.7K
|
2.6K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-250- 7.14% |
$24.2K - $26.8K
|
3.25K
$448K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-251- 5.93% |
$24.3K - $26.9K
|
3.99K
$549K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-253- 6.52% |
$24.5K - $27.2K
|
3.63K
$499K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-254- 25.6% |
$24.6K - $27.3K
|
738
$102K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-255- 0.14% |
$24.7K - $27.4K
|
188K
$25.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-257- 0.56% |
$24.9K - $27.6K
|
46K
$6.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-259- 3.35% |
$25.1K - $27.8K
|
7.48K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-260- 7.73% |
$25.2K - $27.9K
|
3.11K
$428K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-260- 0.49% |
$25.2K - $27.9K
|
53.2K
$7.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-261- 0.48% |
$25.3K - $28K
|
54.4K
$7.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-263- 2.6% |
$25.5K - $28.2K
|
9.87K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-266- 1.44% |
$25.8K - $28.5K
|
18.2K
$2.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-269- 6.51% |
$26.1K - $28.9K
|
3.86K
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-271- 0.66% |
$26.2K - $29.1K
|
40.8K
$5.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-274- 1.02% |
$26.5K - $29.4K
|
26.5K
$3.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-287- 4.81% |
$27.8K - $30.8K
|
5.68K
$783K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-292- 5.28% |
$28.3K - $31.3K
|
5.24K
$721K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-299- 8.17% |
$29K - $32.1K
|
3.36K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-300- 5.29% |
$29.1K - $32.2K
|
5.37K
$739K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-300- 0.31% |
$29.1K - $32.2K
|
95K
$13.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-312- 9.03% |
$30.2K - $33.5K
|
3.14K
$433K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-316- 6.87% |
$30.6K - $33.9K
|
4.28K
$590K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-318- 5.07% |
$30.8K - $34.1K
|
5.96K
$820K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-322- 2.22% |
$31.2K - $34.6K
|
14.2K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-328- 4.45% |
$31.8K - $35.2K
|
7.04K
$970K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-330- 5.04% |
$32K - $35.4K
|
6.22K
$856K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-330- 3.26% |
$32K - $35.4K
|
9.81K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-331- 5.32% |
$32.1K - $35.5K
|
5.89K
$812K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-332- 1.36% |
$32.2K - $35.6K
|
24K
$3.31M
|