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 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
8.52K+ 21.54% |
$1.03M - $1.15M
|
48.1K
$6.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.39K+ 30.83% |
$1.01M - $1.14M
|
35.6K
$4.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.29K+ 6.57% |
$999K - $1.12M
|
134K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.28KNew |
$998K - $1.12M
|
8.28K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.23KNew |
$992K - $1.11M
|
8.23K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8KNew |
$964K - $1.08M
|
8K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.92K+ 102.99% |
$955K - $1.07M
|
15.6K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.78K+ 86.0% |
$938K - $1.05M
|
16.8K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
7.74K+ 9.2% |
$933K - $1.05M
|
91.9K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.64KNew |
$921K - $1.03M
|
7.64K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.57KNew |
$913K - $1.03M
|
7.57K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
7.1K+ 31.75% |
$856K - $962K
|
29.5K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.05K+ 29.4% |
$850K - $955K
|
31K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.04K+ 209.74% |
$849K - $954K
|
10.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.04K+ 12.32% |
$849K - $953K
|
64.2K
$8.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
7K+ 280.0% |
$844K - $948K
|
9.5K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.76K+ 6.18% |
$815K - $915K
|
116K
$15.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.76KNew |
$814K - $915K
|
6.76K
$904K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.75K+ 129.71% |
$813K - $914K
|
11.9K
$1.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.62KNew |
$798K - $897K
|
6.62K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.6KNew |
$795K - $893K
|
6.6K
$883K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
6.58K+ 21.6% |
$794K - $891K
|
37.1K
$4.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
6.36K+ 40.53% |
$766K - $861K
|
22K
$2.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.27K+ 9.83% |
$755K - $849K
|
70K
$9.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.23K+ 1.72% |
$751K - $844K
|
369K
$49.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.01K+ 60.8% |
$724K - $813K
|
15.9K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6K+ 78.9% |
$724K - $813K
|
13.6K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
5.95KNew |
$718K - $806K
|
5.95K
$797K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.78K+ 7.42% |
$697K - $783K
|
83.7K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.65K+ 1.56% |
$681K - $765K
|
368K
$49.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.47K+ 17.43% |
$659K - $740K
|
36.8K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.44K+ 2.09% |
$656K - $737K
|
266K
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.3K+ 468.88% |
$639K - $718K
|
6.43K
$861K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.25K+ 1395.21% |
$632K - $711K
|
5.62K
$753K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5.14K+ 14.72% |
$619K - $696K
|
40K
$5.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.96KNew |
$598K - $672K
|
4.96K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.94K+ 30.33% |
$596K - $670K
|
21.2K
$2.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.91K+ 4.74% |
$592K - $665K
|
109K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.87KNew |
$587K - $660K
|
4.87K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.85KNew |
$584K - $656K
|
4.85K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.69K+ 40.62% |
$565K - $635K
|
16.2K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.47K+ 1.17% |
$539K - $605K
|
386K
$51.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.45KNew |
$536K - $603K
|
4.45K
$596K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
4.44K+ 1.45% |
$535K - $601K
|
310K
$41.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.37K+ 232.2% |
$527K - $592K
|
6.25K
$837K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.26K+ 14.27% |
$514K - $577K
|
34.1K
$4.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.24KNew |
$511K - $574K
|
4.24K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.23K+ 14.58% |
$510K - $573K
|
33.2K
$4.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.04K+ 17.07% |
$486K - $547K
|
27.7K
$3.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.02KNew |
$485K - $545K
|
4.02K
$538K
|