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 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-400- 9.7% |
$48.2K - $50.4K
|
3.72K
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-404- 9.09% |
$48.7K - $50.9K
|
4.04K
$598K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-406- 0.41% |
$48.9K - $51.1K
|
98.1K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-410- 0.77% |
$49.4K - $51.6K
|
52.6K
$7.78M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-424- 11.83% |
$51.1K - $53.4K
|
3.16K
$468K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-427- 1.28% |
$51.4K - $53.8K
|
33K
$4.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-435- 1.12% |
$52.4K - $54.8K
|
38.4K
$5.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-438- 15.9% |
$52.8K - $55.2K
|
2.32K
$343K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-445- 2.27% |
$53.6K - $56K
|
19.2K
$2.84M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-450- 20.95% |
$54.2K - $56.7K
|
1.7K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-455- 0.75% |
$54.8K - $57.3K
|
59.9K
$8.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-460- 10.24% |
$55.4K - $57.9K
|
4.03K
$596K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-462- 0.55% |
$55.7K - $58.2K
|
83.4K
$12.3M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-465- 7.86% |
$56K - $58.6K
|
5.45K
$806K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-467Closed |
$56.3K - $58.8K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-474- 4.28% |
$57.1K - $59.7K
|
10.6K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-487- 32.99% |
$58.7K - $61.3K
|
989
$146K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 19.23% |
$60.2K - $63K
|
2.1K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-500- 4.55% |
$60.2K - $63K
|
10.5K
$1.55M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-502- 19.38% |
$60.5K - $63.2K
|
2.09K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-510- 7.53% |
$61.4K - $64.2K
|
6.26K
$926K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-514- 0.22% |
$61.9K - $64.7K
|
234K
$34.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-533- 0.93% |
$64.2K - $67.1K
|
56.7K
$8.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-535- 1.46% |
$64.5K - $67.4K
|
36.2K
$5.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-541- 39.26% |
$65.2K - $68.1K
|
837
$124K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-549- 0.35% |
$66.1K - $69.1K
|
156K
$23M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-558- 5.05% |
$67.2K - $70.3K
|
10.5K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-558- 10.65% |
$67.2K - $70.3K
|
4.68K
$692K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-575- 20.38% |
$69.3K - $72.4K
|
2.25K
$332K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-582- 7.32% |
$70.1K - $73.3K
|
7.37K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-590- 6.71% |
$71.1K - $74.3K
|
8.2K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-608- 4.45% |
$73.2K - $76.6K
|
13K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-617- 1.56% |
$74.3K - $77.7K
|
38.9K
$5.76M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-619- 8.7% |
$74.6K - $78K
|
6.5K
$961K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-638- 1.55% |
$76.9K - $80.3K
|
40.6K
$6M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-647- 2.66% |
$77.9K - $81.5K
|
23.7K
$3.51M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-663- 46.23% |
$79.9K - $83.5K
|
771
$114K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-704- 17.15% |
$84.8K - $88.7K
|
3.4K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-704- 10.25% |
$84.8K - $88.7K
|
6.16K
$912K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-740- 4.15% |
$89.1K - $93.2K
|
17.1K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-750- 4.14% |
$90.4K - $94.5K
|
17.4K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-750- 1.81% |
$90.4K - $94.5K
|
40.6K
$6M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-755- 1.72% |
$91K - $95.1K
|
43K
$6.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-766- 52.94% |
$92.3K - $96.5K
|
681
$101K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-766- 3.66% |
$92.3K - $96.5K
|
20.2K
$2.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-774- 1.92% |
$93.2K - $97.5K
|
39.6K
$5.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-775- 2.03% |
$93.4K - $97.6K
|
37.4K
$5.53M
|
|
|
Aug 28, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-775- 13.42% |
$93.4K - $97.6K
|
5K
$740K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-793- 9.87% |
$95.5K - $99.9K
|
7.25K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-816- 1.04% |
$98.3K - $103K
|
77.3K
$11.4M
|