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 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
2.03K+ 4.38% |
$244K - $275K
|
48.3K
$6.47M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.97KNew |
$237K - $266K
|
1.97K
$263K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.93K+ 70.87% |
$232K - $261K
|
4.65K
$622K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.92K+ 3.49% |
$231K - $260K
|
56.8K
$7.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.91K+ 2.82% |
$230K - $259K
|
69.6K
$9.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
1.89K+ 3.81% |
$228K - $256K
|
51.4K
$6.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.85K+ 59.43% |
$223K - $250K
|
4.95K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.84KNew |
$222K - $249K
|
1.84K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.83K+ 52.05% |
$221K - $248K
|
5.35K
$716K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1.82K+ 5.22% |
$220K - $247K
|
36.8K
$4.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.81KNew |
$219K - $246K
|
1.81K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.8K+ 2.16% |
$217K - $244K
|
85K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.78KNew |
$214K - $240K
|
1.78K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$212K - $238K
|
1.76K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.76K+ 2.6% |
$212K - $238K
|
69.2K
$9.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.75KNew |
$211K - $237K
|
1.75K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.75KNew |
$210K - $236K
|
1.75K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.74K+ 0.04% |
$209K - $235K
|
4.15M
$556M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.73K+ 8.55% |
$208K - $234K
|
21.9K
$2.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.72KNew |
$208K - $233K
|
1.72K
$231K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.72KNew |
$207K - $233K
|
1.72K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.71KNew |
$207K - $232K
|
1.71K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.7K+ 858.08% |
$205K - $230K
|
1.9K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.69KNew |
$203K - $228K
|
1.69K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.67K+ 3.01% |
$202K - $227K
|
57.3K
$7.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.66KNew |
$200K - $225K
|
1.66K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.66KNew |
$200K - $224K
|
1.66K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.63KNew |
$197K - $221K
|
1.63K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.61KNew |
$194K - $218K
|
1.61K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.61KNew |
$194K - $218K
|
1.61K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.61K+ 47.03% |
$194K - $218K
|
5.02K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.6KNew |
$193K - $217K
|
1.6K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.6KNew |
$193K - $216K
|
1.6K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.6KNew |
$192K - $216K
|
1.6K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.59KNew |
$192K - $216K
|
1.59K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.59K+ 47.93% |
$191K - $215K
|
4.9K
$656K
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
1.59KNew |
$191K - $215K
|
1.59K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.57KNew |
$189K - $213K
|
1.57K
$210K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.56KNew |
$188K - $211K
|
1.56K
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.55K+ 2.01% |
$187K - $210K
|
78.9K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.55K+ 1.04% |
$186K - $209K
|
150K
$20M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.54K+ 0.6% |
$186K - $209K
|
258K
$34.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.54K+ 4.25% |
$185K - $208K
|
37.7K
$5.05M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.53KNew |
$185K - $208K
|
1.53K
$205K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.51K+ 13.18% |
$182K - $204K
|
13K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.51KNew |
$182K - $204K
|
1.51K
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.5KNew |
$181K - $204K
|
1.5K
$201K
|