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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-803- 1.68% |
$96.8K - $109K
|
47.1K
$6.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-808- 7.33% |
$97.4K - $109K
|
10.2K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-862- 5.89% |
$104K - $117K
|
13.8K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-866- 11.91% |
$104K - $117K
|
6.41K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-881- 33.26% |
$106K - $119K
|
1.77K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-883- 14.11% |
$106K - $120K
|
5.38K
$720K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-884- 1.56% |
$107K - $120K
|
56K
$7.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-887- 5.3% |
$107K - $120K
|
15.8K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-901- 3.11% |
$109K - $122K
|
28K
$3.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-903- 3.05% |
$109K - $122K
|
28.7K
$3.85M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-907- 8.85% |
$109K - $123K
|
9.34K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-927- 6.28% |
$112K - $126K
|
13.8K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-933- 10.3% |
$112K - $126K
|
8.13K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-949- 29.27% |
$114K - $129K
|
2.29K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-973- 25.11% |
$117K - $132K
|
2.9K
$388K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-976- 2.61% |
$118K - $132K
|
36.4K
$4.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-985- 10.37% |
$119K - $133K
|
8.51K
$1.14M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.02K- 6.98% |
$123K - $138K
|
13.6K
$1.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.03K- 9.17% |
$124K - $139K
|
10.2K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.03K- 5.21% |
$124K - $139K
|
18.7K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 4.43% |
$126K - $142K
|
22.6K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.05K- 6.27% |
$127K - $142K
|
15.7K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.08K- 30.91% |
$130K - $146K
|
2.41K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.09K- 1.93% |
$132K - $148K
|
55.5K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.17K- 11.19% |
$142K - $159K
|
9.31K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.2K- 9.16% |
$145K - $163K
|
11.9K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 28.62% |
$147K - $165K
|
3.04K
$407K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.22K- 1.86% |
$147K - $166K
|
64.6K
$8.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.24K- 1.74% |
$149K - $168K
|
69.9K
$9.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.24K- 11.69% |
$149K - $168K
|
9.36K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 11.01% |
$153K - $171K
|
10.2K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 4.15% |
$154K - $173K
|
29.6K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.28K- 6.64% |
$155K - $174K
|
18K
$2.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.29K- 4.42% |
$155K - $174K
|
27.8K
$3.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.3K- 16.46% |
$156K - $176K
|
6.58K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.31K- 20.65% |
$158K - $178K
|
5.04K
$675K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.36K- 74.92% |
$164K - $184K
|
455
$60.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.38K- 5.86% |
$166K - $187K
|
22.1K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.38K- 14.07% |
$166K - $187K
|
8.43K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.41K- 3.73% |
$170K - $191K
|
36.4K
$4.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.41K- 7.28% |
$170K - $191K
|
18K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-1.42K- 7.82% |
$171K - $192K
|
16.7K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.46K- 2.54% |
$176K - $197K
|
55.9K
$7.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.47K- 42.84% |
$177K - $199K
|
1.96K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.48K- 25.11% |
$178K - $200K
|
4.41K
$591K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.5K- 12.38% |
$180K - $202K
|
10.6K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-1.54K- 3.14% |
$185K - $208K
|
47.4K
$6.34M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.56K- 20.77% |
$188K - $211K
|
5.94K
$794K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.62K- 40.03% |
$195K - $219K
|
2.42K
$324K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.62K- 33.34% |
$195K - $220K
|
3.24K
$434K
|