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 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-623- 2.5% |
$60.3K - $66.9K
|
24.3K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-647- 7.36% |
$62.7K - $69.4K
|
8.14K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-650- 11.72% |
$63K - $69.8K
|
4.9K
$675K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-687- 38.88% |
$66.5K - $73.7K
|
1.08K
$149K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-730- 15.95% |
$70.7K - $78.3K
|
3.85K
$530K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-741- 1.37% |
$71.8K - $79.5K
|
53.4K
$7.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-748- 7.85% |
$72.4K - $80.3K
|
8.79K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-753- 88.28% |
$72.9K - $80.8K
|
100
$13.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-761- 25.61% |
$73.7K - $81.7K
|
2.21K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-763- 18.44% |
$73.9K - $81.9K
|
3.37K
$465K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-764- 5.36% |
$74K - $82K
|
13.5K
$1.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-812- 29.83% |
$78.6K - $87.1K
|
1.91K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-837- 23.87% |
$81.1K - $89.8K
|
2.67K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-852- 5.74% |
$82.5K - $91.4K
|
14K
$1.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-868- 4.03% |
$84.1K - $93.2K
|
20.7K
$2.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-897- 5.39% |
$86.9K - $96.3K
|
15.7K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-925- 10.1% |
$89.6K - $99.3K
|
8.23K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-926- 10.38% |
$89.7K - $99.4K
|
8K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-931- 23.06% |
$90.2K - $99.9K
|
3.11K
$428K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-931- 30.21% |
$90.2K - $99.9K
|
2.15K
$296K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-950- 30.68% |
$92K - $102K
|
2.15K
$296K
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-950- 1.3% |
$92K - $102K
|
71.9K
$9.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-958- 14.26% |
$92.8K - $103K
|
5.76K
$794K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-959- 14.34% |
$92.9K - $103K
|
5.73K
$789K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-968- 22.81% |
$93.8K - $104K
|
3.28K
$451K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-990- 1.92% |
$95.9K - $106K
|
50.5K
$6.95M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.01K- 34.87% |
$98.1K - $109K
|
1.89K
$261K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.04K- 15.29% |
$100K - $111K
|
5.74K
$790K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.11K- 5.07% |
$107K - $119K
|
20.7K
$2.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.13K- 1.21% |
$109K - $121K
|
92.4K
$12.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-1.16K- 2.13% |
$112K - $124K
|
53.2K
$7.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-1.17K- 1.37% |
$113K - $125K
|
83.9K
$11.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.2K- 2.53% |
$116K - $129K
|
46.3K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.2K- 8.31% |
$116K - $129K
|
13.2K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.21K- 9.09% |
$117K - $129K
|
12.1K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-1.25K- 2.74% |
$121K - $134K
|
44.4K
$6.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.26K- 21.58% |
$122K - $135K
|
4.59K
$632K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.31K- 10.48% |
$126K - $140K
|
11.1K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.32K- 1.06% |
$127K - $141K
|
123K
$17M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.33K- 14.66% |
$129K - $143K
|
7.76K
$1.07M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.34K- 8.38% |
$129K - $143K
|
14.6K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.35K- 49.18% |
$130K - $145K
|
1.39K
$192K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.37K- 3.56% |
$132K - $146K
|
37K
$5.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.38K- 3.82% |
$133K - $148K
|
34.7K
$4.77M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.42K- 97.79% |
$137K - $152K
|
32
$4.41K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.43K- 11.99% |
$139K - $154K
|
10.5K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.43K- 15.21% |
$139K - $154K
|
7.99K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.46K- 2.3% |
$142K - $157K
|
62.1K
$8.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.49K- 3.03% |
$145K - $160K
|
47.8K
$6.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.5K- 78.76% |
$145K - $161K
|
404
$55.7K
|