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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.12KNew |
$255K - $266K
|
2.12K
$278K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.06K+ 15.83% |
$248K - $259K
|
15.1K
$1.98M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.03K+ 30.13% |
$245K - $256K
|
8.77K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.03K+ 2.03% |
$244K - $256K
|
102K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.01K+ 0.88% |
$242K - $253K
|
230K
$30.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2KNew |
$241K - $252K
|
2K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.99K+ 69.0% |
$239K - $250K
|
4.86K
$638K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.92K+ 16.29% |
$232K - $242K
|
13.7K
$1.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.9K+ 0.5% |
$229K - $239K
|
380K
$49.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.87KNew |
$226K - $236K
|
1.87K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.87KNew |
$225K - $235K
|
1.87K
$245K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.86KNew |
$224K - $234K
|
1.86K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.85K+ 3.47% |
$223K - $233K
|
55.1K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.84KNew |
$222K - $232K
|
1.84K
$242K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.83KNew |
$220K - $230K
|
1.83K
$240K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.82K+ 3.89% |
$220K - $230K
|
48.7K
$6.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.82K+ 8.88% |
$219K - $229K
|
22.3K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.82K+ 3.11% |
$219K - $229K
|
60.3K
$7.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.81KNew |
$218K - $228K
|
1.81K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.81K+ 29.28% |
$218K - $228K
|
7.98K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.81K+ 15.49% |
$218K - $228K
|
13.5K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.79KNew |
$215K - $225K
|
1.79K
$235K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.76KNew |
$212K - $222K
|
1.76K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.72K+ 96.96% |
$207K - $217K
|
3.5K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.71KNew |
$206K - $216K
|
1.71K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.71KNew |
$206K - $215K
|
1.71K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.71KNew |
$205K - $215K
|
1.71K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.68KNew |
$203K - $212K
|
1.68K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.68KNew |
$202K - $211K
|
1.68K
$220K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.68K+ 17.15% |
$202K - $211K
|
11.5K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.67K+ 29.89% |
$202K - $211K
|
7.27K
$955K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.65KNew |
$199K - $208K
|
1.65K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.63K+ 2.96% |
$197K - $206K
|
56.9K
$7.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.62K+ 9.29% |
$196K - $205K
|
19.1K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.57K+ 629.6% |
$190K - $198K
|
1.82K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57K+ 29.5% |
$189K - $198K
|
6.9K
$906K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.56K+ 3.8% |
$188K - $196K
|
42.6K
$5.6M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
1.56K+ 4.79% |
$188K - $196K
|
34.1K
$4.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.5K+ 29.61% |
$180K - $188K
|
6.54K
$859K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.49K+ 5.27% |
$180K - $188K
|
29.9K
$3.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
1.37K+ 4.29% |
$165K - $173K
|
33.3K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.32K+ 5.97% |
$158K - $166K
|
23.4K
$3.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.27K+ 5.81% |
$153K - $160K
|
23.1K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.23K+ 1.48% |
$148K - $155K
|
84K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 1.29% |
$146K - $153K
|
95.4K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.2K+ 5.43% |
$145K - $151K
|
23.3K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.19K+ 16.08% |
$143K - $149K
|
8.56K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.17K+ 43.41% |
$141K - $148K
|
3.88K
$509K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.17K+ 49.41% |
$141K - $147K
|
3.54K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.17K+ 13.47% |
$140K - $147K
|
9.82K
$1.29M
|