Purchases and Sales Made in Q2 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
53+ 1.58% |
$6.38K - $6.67K
|
3.41K
$470K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
52+ 1.31% |
$6.26K - $6.55K
|
4.02K
$554K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$6.02K - $6.3K
|
50
$6.89K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
50+ 2.26% |
$6.02K - $6.3K
|
2.27K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
50+ 11.68% |
$6.02K - $6.3K
|
478
$65.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
50+ 2.84% |
$6.02K - $6.3K
|
1.81K
$249K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
50+ 0.63% |
$6.02K - $6.3K
|
7.94K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
50+ 2.46% |
$6.02K - $6.3K
|
2.08K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$5.78K - $6.05K
|
48
$6.61K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
47+ 3.01% |
$5.66K - $5.92K
|
1.61K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
46+ 1.29% |
$5.54K - $5.79K
|
3.62K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
46+ 0.86% |
$5.54K - $5.79K
|
5.37K
$740K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
44+ 5.76% |
$5.3K - $5.54K
|
808
$111K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
44+ 57.14% |
$5.3K - $5.54K
|
121
$16.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
42+ 0.7% |
$5.06K - $5.29K
|
6.02K
$830K
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
40+ 0.7% |
$4.82K - $5.04K
|
5.76K
$794K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
40+ 0.19% |
$4.82K - $5.04K
|
21K
$2.89M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
40+ 21.62% |
$4.82K - $5.04K
|
225
$31K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
39+ 2.2% |
$4.7K - $4.91K
|
1.81K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
37+ 2.19% |
$4.46K - $4.66K
|
1.73K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
36+ 0.55% |
$4.34K - $4.53K
|
6.59K
$907K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
35+ 0.21% |
$4.22K - $4.41K
|
16.8K
$2.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
35+ 0.33% |
$4.22K - $4.41K
|
10.5K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
31+ 1.18% |
$3.73K - $3.9K
|
2.66K
$366K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
29+ 0.9% |
$3.49K - $3.65K
|
3.25K
$448K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
27+ 3.25% |
$3.25K - $3.4K
|
859
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
27+ 1.33% |
$3.25K - $3.4K
|
2.05K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
27New |
$3.25K - $3.4K
|
27
$3.72K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$2.89K - $3.02K
|
24
$3.31K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
23+ 14.2% |
$2.77K - $2.9K
|
185
$25.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
22+ 0.29% |
$2.65K - $2.77K
|
7.61K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
22+ 1.11% |
$2.65K - $2.77K
|
2K
$276K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
22New |
$2.65K - $2.77K
|
22
$3.03K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
21+ 0.13% |
$2.53K - $2.64K
|
15.7K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21+ 0.65% |
$2.53K - $2.64K
|
3.24K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
17New |
$2.05K - $2.14K
|
17
$2.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
17+ 0.87% |
$2.05K - $2.14K
|
1.97K
$272K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17+ 0.21% |
$2.05K - $2.14K
|
8.07K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
14+ 0.46% |
$1.69K - $1.76K
|
3.06K
$422K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.3% |
$1.45K - $1.51K
|
4.04K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11+ 8.4% |
$1.33K - $1.39K
|
142
$19.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.2K - $1.26K
|
10
$1.38K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.2K - $1.26K
|
10
$1.38K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.24% |
$1.2K - $1.26K
|
4.15K
$572K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
10+ 10.0% |
$1.2K - $1.26K
|
110
$15.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9+ 0.18% |
$1.08K - $1.13K
|
4.88K
$672K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
9+ 0.35% |
$1.08K - $1.13K
|
2.6K
$358K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9+ 0.29% |
$1.08K - $1.13K
|
3.16K
$436K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
8+ 0.33% |
$964 - $1.01K
|
2.43K
$335K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.13% |
$964 - $1.01K
|
6.01K
$827K
|