Purchases and Sales Made in Q3 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-404- 5.68% |
$48.7K - $54.7K
|
6.71K
$898K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-407- 1.23% |
$49.1K - $55.1K
|
32.6K
$4.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-409- 10.25% |
$49.3K - $55.4K
|
3.58K
$479K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-423- 2.03% |
$51K - $57.3K
|
20.4K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-424- 1.44% |
$51.1K - $57.4K
|
29K
$3.88M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-433- 0.19% |
$52.2K - $58.6K
|
230K
$30.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-437- 0.83% |
$52.7K - $59.2K
|
52.1K
$6.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-439- 1.11% |
$52.9K - $59.5K
|
39.2K
$5.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-440- 9.4% |
$53K - $59.6K
|
4.24K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-448- 15.04% |
$54K - $60.7K
|
2.53K
$339K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-452- 4.71% |
$54.5K - $61.2K
|
9.14K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-454- 5.8% |
$54.7K - $61.5K
|
7.38K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-456- 60.64% |
$55K - $61.8K
|
296
$39.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-458- 0.35% |
$55.2K - $62K
|
131K
$17.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-460- 18.68% |
$55.5K - $62.3K
|
2K
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-475- 50.0% |
$57.3K - $64.3K
|
475
$63.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-480- 3.06% |
$57.9K - $65K
|
15.2K
$2.03M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-485- 2.43% |
$58.5K - $65.7K
|
19.5K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-492- 4.65% |
$59.3K - $66.6K
|
10.1K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-500- 2.62% |
$60.3K - $67.7K
|
18.6K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-503- 1.71% |
$60.6K - $68.1K
|
28.9K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-504- 22.04% |
$60.8K - $68.3K
|
1.78K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-513- 0.86% |
$61.8K - $69.5K
|
59.4K
$7.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-538- 11.03% |
$64.9K - $72.9K
|
4.34K
$581K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-539- 29.81% |
$65K - $73K
|
1.27K
$170K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-545- 8.86% |
$65.7K - $73.8K
|
5.6K
$750K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-568- 1.32% |
$68.5K - $76.9K
|
42.5K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-570- 20.42% |
$68.7K - $77.2K
|
2.22K
$297K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-575- 10.73% |
$69.3K - $77.9K
|
4.79K
$641K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-582- 2.45% |
$70.2K - $78.8K
|
23.2K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-582- 1.99% |
$70.2K - $78.8K
|
28.7K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-588- 14.74% |
$70.9K - $79.6K
|
3.4K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-595- 4.09% |
$71.7K - $80.6K
|
13.9K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-601- 13.0% |
$72.5K - $81.4K
|
4.02K
$538K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-608- 0.99% |
$73.3K - $82.3K
|
60.6K
$8.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-609- 0.59% |
$73.4K - $82.5K
|
103K
$13.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-627- 15.87% |
$75.6K - $84.9K
|
3.32K
$445K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-627- 1.74% |
$75.6K - $84.9K
|
35.4K
$4.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-637- 25.11% |
$76.8K - $86.3K
|
1.9K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-655- 0.57% |
$79K - $88.7K
|
114K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-662- 11.88% |
$79.8K - $89.7K
|
4.91K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-687- 2.44% |
$82.8K - $93K
|
27.5K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-699- 0.14% |
$84.3K - $94.7K
|
511K
$68.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-701- 1.71% |
$84.5K - $94.9K
|
40.2K
$5.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-716- 4.12% |
$86.3K - $97K
|
16.6K
$2.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-719- 2.35% |
$86.7K - $97.4K
|
29.9K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-722- 17.42% |
$87K - $97.8K
|
3.42K
$458K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-755- 1.37% |
$91K - $102K
|
54.4K
$7.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-764- 11.44% |
$92.1K - $103K
|
5.92K
$792K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-781- 14.64% |
$94.2K - $106K
|
4.55K
$610K
|