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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.99KNew |
$481K - $541K
|
3.99K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.92K+ 12.62% |
$473K - $531K
|
35K
$4.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.92K+ 6.96% |
$472K - $531K
|
60.2K
$8.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.85K+ 2.26% |
$464K - $521K
|
174K
$23.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.8K+ 7.81% |
$458K - $515K
|
52.5K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 46.42% |
$458K - $514K
|
12K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.6KNew |
$434K - $487K
|
3.6K
$482K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
3.48K+ 10.44% |
$419K - $471K
|
36.8K
$4.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.46K+ 10.49% |
$417K - $468K
|
36.4K
$4.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.38K+ 16.36% |
$408K - $458K
|
24.1K
$3.22M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.3K+ 8.63% |
$398K - $447K
|
41.5K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.3K+ 7.65% |
$398K - $447K
|
46.5K
$6.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.26K+ 90.58% |
$393K - $442K
|
6.86K
$918K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
3.23K+ 33.53% |
$389K - $437K
|
12.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.12K+ 6.96% |
$376K - $422K
|
47.9K
$6.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.06K+ 4.34% |
$369K - $415K
|
73.6K
$9.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.98K+ 2.4% |
$360K - $404K
|
127K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.91K+ 64.62% |
$351K - $394K
|
7.41K
$992K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.89K+ 101.12% |
$348K - $391K
|
5.75K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.78K+ 30.3% |
$336K - $377K
|
12K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 137.58% |
$327K - $367K
|
4.69K
$627K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.68K+ 72.94% |
$323K - $363K
|
6.35K
$850K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.62K+ 83.7% |
$316K - $355K
|
5.76K
$771K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.62K+ 0.73% |
$316K - $355K
|
363K
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.55KNew |
$308K - $346K
|
2.55K
$342K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
2.49KNew |
$300K - $337K
|
2.49K
$333K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2.48K+ 25.22% |
$298K - $335K
|
12.3K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.45KNew |
$295K - $332K
|
2.45K
$328K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.45K+ 41.82% |
$295K - $332K
|
8.31K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.39KNew |
$288K - $324K
|
2.39K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.39KNew |
$288K - $323K
|
2.39K
$319K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.38KNew |
$287K - $323K
|
2.38K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.38KNew |
$287K - $322K
|
2.38K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2.37K+ 6.9% |
$286K - $321K
|
36.7K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.34K+ 24.4% |
$283K - $317K
|
11.9K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.34K+ 9.93% |
$282K - $317K
|
25.9K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Lodge Hill Capital, LLC
New York, NY |
BUY
|
- |
2.3K+ 3.89% |
$277K - $312K
|
61.5K
$8.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.29KNew |
$276K - $310K
|
2.29K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.27K+ 11.87% |
$273K - $307K
|
21.4K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.26KNew |
$272K - $306K
|
2.26K
$303K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.21KNew |
$266K - $299K
|
2.21K
$296K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$265K - $297K
|
2.2K
$294K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.16K+ 2.05% |
$261K - $293K
|
108K
$14.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.14KNew |
$258K - $290K
|
2.14K
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$258K - $289K
|
2.14K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.11K+ 8.73% |
$254K - $286K
|
26.3K
$3.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.09K+ 4.15% |
$252K - $284K
|
52.5K
$7.03M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.09K+ 6.58% |
$251K - $282K
|
33.8K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.07KNew |
$249K - $280K
|
2.07K
$277K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.03K+ 13.83% |
$244K - $275K
|
16.7K
$2.24M
|