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
|
Advisory Resource Group
|
BUY
|
- |
1.75K+ 6.23% |
$169K - $188K
|
29.8K
$3.92M
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.74K+ 3.65% |
$168K - $186K
|
49.3K
$6.48M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.73K+ 5.44% |
$168K - $186K
|
33.6K
$4.42M
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
1.73K+ 10.43% |
$167K - $185K
|
18.3K
$2.4M
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
1.71K+ 5.15% |
$165K - $183K
|
34.9K
$4.58M
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.66K+ 0.72% |
$160K - $178K
|
231K
$30.4M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.65K+ 0.66% |
$160K - $177K
|
253K
$33.2M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
1.65K+ 12.25% |
$160K - $177K
|
15.1K
$1.99M
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.62K+ 24.95% |
$157K - $174K
|
8.11K
$1.06M
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.62K+ 5.41% |
$157K - $174K
|
31.5K
$4.14M
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 5.04% |
$152K - $169K
|
32.8K
$4.31M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.57K+ 5.75% |
$152K - $168K
|
28.9K
$3.79M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.52K+ 9.0% |
$147K - $163K
|
18.4K
$2.42M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 2.94% |
$141K - $157K
|
51.2K
$6.73M
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.45K+ 0.72% |
$140K - $155K
|
202K
$26.5M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 28.44% |
$139K - $154K
|
6.48K
$851K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.42K+ 2.44% |
$137K - $152K
|
59.5K
$7.82M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 4713.33% |
$137K - $152K
|
1.44K
$190K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 4713.33% |
$137K - $152K
|
1.44K
$190K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 8.32% |
$136K - $150K
|
18.2K
$2.39M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.37KNew |
$133K - $147K
|
1.37K
$180K
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
BUY
|
- |
1.37K+ 4.41% |
$132K - $147K
|
32.4K
$4.25M
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.33K+ 13.3% |
$129K - $143K
|
11.3K
$1.49M
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.28KNew |
$124K - $137K
|
1.28K
$168K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.22K+ 48.96% |
$119K - $131K
|
3.72K
$489K
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.21KNew |
$117K - $130K
|
1.21K
$158K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 4.89% |
$110K - $122K
|
24.4K
$3.21M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$107K - $119K
|
1.11K
$145K
|
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.11K+ 36.6% |
$107K - $119K
|
4.13K
$543K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.05K+ 2.84% |
$102K - $113K
|
38.1K
$5M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.03K+ 9.15% |
$100K - $111K
|
12.3K
$1.62M
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 1.71% |
$99.5K - $110K
|
60.9K
$8M
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.03K+ 38.94% |
$99.3K - $110K
|
3.66K
$480K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1KNew |
$97.2K - $108K
|
1K
$132K
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1K+ 13.26% |
$96.9K - $107K
|
8.54K
$1.12M
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$96.9K - $107K
|
1K
$131K
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
991+ 3.25% |
$96K - $106K
|
31.5K
$4.13M
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
987+ 4.99% |
$95.6K - $106K
|
20.8K
$2.73M
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
950New |
$92K - $102K
|
950
$125K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
944+ 39.17% |
$91.4K - $101K
|
3.35K
$440K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
941New |
$91.1K - $101K
|
941
$124K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
907+ 11.98% |
$87.8K - $97.3K
|
8.48K
$1.11M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
888+ 5.72% |
$86K - $95.3K
|
16.4K
$2.16M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
881+ 23.95% |
$85.3K - $94.5K
|
4.56K
$599K
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
859+ 9.74% |
$83.2K - $92.2K
|
9.68K
$1.27M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
855+ 14.24% |
$82.8K - $91.8K
|
6.86K
$900K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
855+ 30.05% |
$82.8K - $91.8K
|
3.7K
$486K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
831+ 1.16% |
$80.5K - $89.2K
|
72.2K
$9.49M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
825+ 12.46% |
$79.9K - $88.5K
|
7.45K
$978K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
789+ 593.23% |
$76.4K - $84.7K
|
922
$121K
|