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 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
407+ 8.19% |
$49.1K - $55.1K
|
5.38K
$719K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
404+ 12.93% |
$48.7K - $54.7K
|
3.53K
$472K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
403+ 59.18% |
$48.6K - $54.6K
|
1.08K
$145K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
402+ 1.07% |
$48.5K - $54.4K
|
38K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
400+ 8.8% |
$48.2K - $54.2K
|
4.95K
$662K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
396+ 366.67% |
$47.7K - $53.6K
|
504
$67.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
392+ 0.75% |
$47.3K - $53.1K
|
52.4K
$7.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
391+ 3.33% |
$47.1K - $53K
|
12.1K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
383+ 14.83% |
$46.2K - $51.9K
|
2.97K
$397K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
378+ 525.0% |
$45.6K - $51.2K
|
450
$60.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
375+ 1.67% |
$45.2K - $50.8K
|
22.9K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
373+ 132.27% |
$45K - $50.5K
|
655
$87.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
369+ 1.24% |
$44.5K - $50K
|
30.2K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
366+ 2152.94% |
$44.1K - $49.6K
|
383
$51.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
360+ 1.84% |
$43.4K - $48.8K
|
19.9K
$2.67M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
344+ 254.81% |
$41.5K - $46.6K
|
479
$64.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
343New |
$41.4K - $46.5K
|
343
$45.9K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
326+ 1.21% |
$39.3K - $44.2K
|
27.4K
$3.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
317+ 0.78% |
$38.2K - $42.9K
|
41.1K
$5.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
300+ 8.26% |
$36.2K - $40.6K
|
3.93K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
299+ 10.71% |
$36K - $40.5K
|
3.09K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
297+ 14.04% |
$35.8K - $40.2K
|
2.41K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
292+ 61.73% |
$35.2K - $39.5K
|
765
$102K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
292+ 3.63% |
$35.2K - $39.5K
|
8.34K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
270+ 1.54% |
$32.6K - $36.6K
|
17.8K
$2.39M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
269+ 1.42% |
$32.4K - $36.4K
|
19.3K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
260+ 0.45% |
$31.3K - $35.2K
|
58.5K
$7.83M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
256+ 8.44% |
$30.9K - $34.7K
|
3.29K
$440K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
250New |
$30.1K - $33.9K
|
250
$33.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
250+ 11.04% |
$30.1K - $33.9K
|
2.52K
$337K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
248+ 2.06% |
$29.9K - $33.6K
|
12.3K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
244+ 9.05% |
$29.4K - $33K
|
2.94K
$394K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
242+ 12.23% |
$29.2K - $32.8K
|
2.22K
$297K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
241+ 4.1% |
$29.1K - $32.6K
|
6.12K
$819K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
232+ 4.39% |
$28K - $31.4K
|
5.51K
$738K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
232+ 0.43% |
$28K - $31.4K
|
53.8K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
229+ 0.95% |
$27.6K - $31K
|
24.3K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
228+ 0.92% |
$27.5K - $30.9K
|
25K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
223+ 2.42% |
$26.9K - $30.2K
|
9.42K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
221+ 3.86% |
$26.6K - $29.9K
|
5.94K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
220+ 12.73% |
$26.5K - $29.8K
|
1.95K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
217+ 7.62% |
$26.2K - $29.4K
|
3.07K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
BUY
|
- |
215+ 0.59% |
$25.9K - $29.1K
|
36.4K
$4.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
213+ 2.21% |
$25.7K - $28.8K
|
9.87K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
210New |
$25.3K - $28.4K
|
210
$28.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
208+ 2.1% |
$25.1K - $28.2K
|
10.1K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 4.06% |
$24.1K - $27.1K
|
5.13K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
200+ 7.49% |
$24.1K - $27.1K
|
2.87K
$384K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
196+ 1.91% |
$23.6K - $26.5K
|
10.5K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
194+ 7.01% |
$23.4K - $26.3K
|
2.96K
$396K
|