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 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
927+ 41.42% |
$112K - $126K
|
3.17K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
887+ 23.99% |
$107K - $120K
|
4.59K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
871+ 3.73% |
$105K - $118K
|
24.2K
$3.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
824+ 38.34% |
$99.3K - $112K
|
2.97K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
821+ 6.85% |
$99K - $111K
|
12.8K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
804+ 50.44% |
$96.9K - $109K
|
2.4K
$321K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
801+ 8.74% |
$96.6K - $108K
|
9.97K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
779+ 2.56% |
$93.9K - $106K
|
31.2K
$4.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
773+ 0.9% |
$93.2K - $105K
|
86.6K
$11.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
759+ 16.01% |
$91.5K - $103K
|
5.5K
$736K
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
750+ 15.0% |
$90.4K - $102K
|
5.75K
$770K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
747+ 11.72% |
$90.1K - $101K
|
7.12K
$953K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
746+ 3.15% |
$89.9K - $101K
|
24.4K
$3.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
738+ 11.28% |
$89K - $100K
|
7.28K
$975K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
737+ 3.84% |
$88.9K - $99.8K
|
19.9K
$2.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
725+ 27.8% |
$87.4K - $98.2K
|
3.33K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
718+ 5.66% |
$86.6K - $97.2K
|
13.4K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
712+ 1.43% |
$85.8K - $96.4K
|
50.5K
$6.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
707+ 12.11% |
$85.2K - $95.8K
|
6.54K
$876K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
693+ 14.72% |
$83.5K - $93.9K
|
5.4K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
683+ 6.12% |
$82.3K - $92.5K
|
11.9K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
677+ 1.77% |
$81.6K - $91.7K
|
39K
$5.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
637+ 4.88% |
$76.8K - $86.3K
|
13.7K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
627+ 24.82% |
$75.6K - $84.9K
|
3.15K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
622+ 1.39% |
$75K - $84.2K
|
45.3K
$6.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
621+ 19.71% |
$74.9K - $84.1K
|
3.77K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
619+ 6.08% |
$74.6K - $83.8K
|
10.8K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
617+ 19.28% |
$74.4K - $83.6K
|
3.82K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
614+ 5.68% |
$74K - $83.2K
|
11.4K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
610New |
$73.5K - $82.6K
|
610
$81.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
609+ 4.17% |
$73.4K - $82.5K
|
15.2K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
593+ 9.07% |
$71.5K - $80.3K
|
7.13K
$955K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
592+ 2.54% |
$71.4K - $80.2K
|
23.9K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
590+ 0.64% |
$71.1K - $79.9K
|
93.3K
$12.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
588+ 6.03% |
$70.9K - $79.6K
|
10.3K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
565+ 54.59% |
$68.1K - $76.5K
|
1.6K
$214K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
551+ 25.15% |
$66.4K - $74.6K
|
2.74K
$367K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
536+ 3.15% |
$64.6K - $72.6K
|
17.6K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
529+ 20.94% |
$63.8K - $71.6K
|
3.06K
$409K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
500New |
$60.3K - $67.7K
|
500
$66.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
486+ 4.02% |
$58.6K - $65.8K
|
12.6K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
480New |
$57.9K - $65K
|
480
$64.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
478+ 2.07% |
$57.6K - $64.7K
|
23.6K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
474+ 2.91% |
$57.1K - $64.2K
|
16.7K
$2.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
470+ 14.85% |
$56.7K - $63.7K
|
3.63K
$486K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
462+ 9.31% |
$55.7K - $62.6K
|
5.43K
$726K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
439+ 9.0% |
$52.9K - $59.5K
|
5.32K
$712K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
426+ 0.27% |
$51.4K - $57.7K
|
156K
$20.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
413+ 12.38% |
$49.8K - $55.9K
|
3.75K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
412+ 0.43% |
$49.7K - $55.8K
|
95.8K
$12.8M
|