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 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.67K- 3.29% |
$202K - $227K
|
49.1K
$6.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.68K- 29.14% |
$203K - $228K
|
4.09K
$548K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.75K- 50.93% |
$211K - $237K
|
1.69K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.76K- 8.96% |
$212K - $238K
|
17.9K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 3.76% |
$216K - $243K
|
45.8K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.82K- 21.29% |
$220K - $247K
|
6.74K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.83K- 13.01% |
$221K - $248K
|
12.2K
$1.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.86K- 36.2% |
$225K - $252K
|
3.28K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.9K- 9.89% |
$230K - $258K
|
17.3K
$2.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.94K- 5.01% |
$234K - $263K
|
36.8K
$4.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.02K- 14.91% |
$244K - $274K
|
11.5K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.16K- 10.12% |
$261K - $293K
|
19.2K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.17K- 19.12% |
$261K - $293K
|
9.17K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.2K- 2.16% |
$265K - $298K
|
99.6K
$13.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.21K- 16.1% |
$266K - $299K
|
11.5K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.22K- 24.1% |
$268K - $301K
|
7.01K
$938K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.24K- 13.97% |
$270K - $304K
|
13.8K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.29K- 2.46% |
$276K - $310K
|
90.7K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 2.34% |
$276K - $311K
|
95.8K
$12.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.39K- 4.8% |
$288K - $324K
|
47.4K
$6.35M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.42K- 27.55% |
$291K - $327K
|
6.36K
$851K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.46K- 1.06% |
$297K - $333K
|
230K
$30.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.62K- 10.63% |
$316K - $354K
|
22K
$2.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.65K- 23.18% |
$319K - $359K
|
8.78K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 1.98% |
$321K - $361K
|
132K
$17.6M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.92K- 17.81% |
$353K - $396K
|
13.5K
$1.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.93K- 49.3% |
$353K - $397K
|
3.01K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-3K- 0.84% |
$361K - $406K
|
353K
$47.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3K- 1.28% |
$362K - $406K
|
231K
$31M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.08K- 16.98% |
$371K - $417K
|
15.1K
$2.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.22K- 99.05% |
$388K - $436K
|
31
$4.15K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.3K- 30.8% |
$398K - $447K
|
7.42K
$994K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.43K- 22.77% |
$414K - $465K
|
11.6K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.54K- 75.78% |
$427K - $479K
|
1.13K
$151K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-3.57K- 49.89% |
$431K - $484K
|
3.59K
$480K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-3.68K- 56.02% |
$444K - $499K
|
2.89K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.71K- 33.07% |
$447K - $502K
|
7.51K
$1M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.83K- 43.12% |
$462K - $519K
|
5.05K
$676K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.96K- 69.96% |
$477K - $536K
|
1.7K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.02K- 14.27% |
$485K - $545K
|
24.2K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.04K- 9.12% |
$487K - $547K
|
40.3K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.11K- 11.97% |
$496K - $557K
|
30.3K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.2K- 30.0% |
$506K - $569K
|
9.8K
$1.31M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.22K- 4.68% |
$508K - $571K
|
85.9K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.41K- 6.61% |
$531K - $597K
|
62.3K
$8.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.6K- 13.89% |
$554K - $622K
|
28.5K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.83K- 11.83% |
$582K - $654K
|
36K
$4.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-5K- 23.42% |
$603K - $677K
|
16.3K
$2.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.3K- 8.76% |
$639K - $718K
|
55.2K
$7.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.57K- 3.82% |
$671K - $754K
|
140K
$18.8M
|