Purchases and Sales Made in Q2 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 1.01% |
$775 - $859
|
785
$107K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-8- 0.21% |
$775 - $859
|
3.87K
$528K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-8- 0.21% |
$775 - $859
|
3.83K
$523K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-9- 0.57% |
$872 - $966
|
1.58K
$215K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9- 0.02% |
$872 - $966
|
39.3K
$5.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-10- 0.32% |
$969 - $1.07K
|
3.07K
$419K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-10- 1.11% |
$969 - $1.07K
|
890
$121K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11- 0.02% |
$1.07K - $1.18K
|
57.7K
$7.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-12- 0.52% |
$1.16K - $1.29K
|
2.3K
$314K
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-12- 0.18% |
$1.16K - $1.29K
|
6.65K
$906K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-14- 0.9% |
$1.36K - $1.5K
|
1.54K
$210K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15- 0.09% |
$1.45K - $1.61K
|
17.5K
$2.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-18- 0.06% |
$1.74K - $1.93K
|
30.9K
$4.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-18- 0.22% |
$1.74K - $1.93K
|
8.34K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-19- 0.18% |
$1.84K - $2.04K
|
10.4K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-20- 0.4% |
$1.94K - $2.15K
|
4.94K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-22- 0.88% |
$2.13K - $2.36K
|
2.49K
$339K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.31% |
$2.71K - $3K
|
2.11K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-29- 0.94% |
$2.81K - $3.11K
|
3.07K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-29- 0.26% |
$2.81K - $3.11K
|
11.1K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-30- 0.31% |
$2.91K - $3.22K
|
9.8K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-30- 2.82% |
$2.91K - $3.22K
|
1.03K
$141K
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-30- 0.44% |
$2.91K - $3.22K
|
6.74K
$919K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-31- 0.52% |
$3K - $3.33K
|
5.99K
$816K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-32- 1.4% |
$3.1K - $3.43K
|
2.26K
$308K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-32- 3.04% |
$3.1K - $3.43K
|
1.02K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-32- 0.26% |
$3.1K - $3.43K
|
12.4K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-36- 1.23% |
$3.49K - $3.86K
|
2.89K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 3.4% |
$3.58K - $3.97K
|
1.05K
$143K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42- 3.14% |
$4.07K - $4.51K
|
1.3K
$177K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 0.73% |
$4.16K - $4.61K
|
5.88K
$802K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-43- 1.43% |
$4.16K - $4.61K
|
2.97K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-46- 0.48% |
$4.46K - $4.94K
|
9.46K
$1.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-48- 2.02% |
$4.65K - $5.15K
|
2.33K
$317K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-48- 1.83% |
$4.65K - $5.15K
|
2.57K
$350K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-49- 15.65% |
$4.75K - $5.26K
|
264
$36K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-49- 0.97% |
$4.75K - $5.26K
|
4.98K
$679K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-58- 0.99% |
$5.62K - $6.22K
|
5.78K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-58- 1.12% |
$5.62K - $6.22K
|
5.13K
$700K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-58- 8.52% |
$5.62K - $6.22K
|
623
$84.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-60- 0.76% |
$5.81K - $6.44K
|
7.82K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-61- 36.31% |
$5.91K - $6.55K
|
107
$14.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-65- 0.44% |
$6.3K - $6.98K
|
14.8K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-66- 1.13% |
$6.39K - $7.08K
|
5.79K
$790K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-70- 6.46% |
$6.78K - $7.51K
|
1.01K
$138K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-70- 6.46% |
$6.78K - $7.51K
|
1.01K
$138K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-71- 2.02% |
$6.88K - $7.62K
|
3.45K
$470K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-74- 2.31% |
$7.17K - $7.94K
|
3.13K
$426K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-74- 3.08% |
$7.17K - $7.94K
|
2.33K
$318K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-75- 1.1% |
$7.26K - $8.05K
|
6.73K
$917K
|