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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-330- 3.26% |
$32K - $35.4K
|
9.81K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-331- 5.32% |
$32.1K - $35.5K
|
5.89K
$804K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-332- 1.36% |
$32.2K - $35.6K
|
24K
$3.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-340- 5.6% |
$32.9K - $36.5K
|
5.73K
$781K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-343- 1.47% |
$33.2K - $36.8K
|
23K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-345- 4.61% |
$33.4K - $37K
|
7.14K
$973K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-347- 5.79% |
$33.6K - $37.2K
|
5.64K
$769K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-349- 2.83% |
$33.8K - $37.5K
|
12K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-351- 8.26% |
$34K - $37.7K
|
3.9K
$531K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-355- 58.68% |
$34.4K - $38.1K
|
250
$34.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-356- 12.29% |
$34.5K - $38.2K
|
2.54K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-357- 11.4% |
$34.6K - $38.3K
|
2.78K
$378K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-369- 9.1% |
$35.7K - $39.6K
|
3.68K
$502K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-375- 1.9% |
$36.3K - $40.2K
|
19.4K
$2.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-377- 16.43% |
$36.5K - $40.5K
|
1.92K
$261K
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-384- 6.36% |
$37.2K - $41.2K
|
5.65K
$771K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-390- 2.9% |
$37.8K - $41.9K
|
13.1K
$1.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-400- 5.01% |
$38.7K - $42.9K
|
7.58K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-404- 2.91% |
$39.1K - $43.4K
|
13.5K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-412- 1.09% |
$39.9K - $44.2K
|
37.5K
$5.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-425- 5.38% |
$41.2K - $45.6K
|
7.47K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-429- 1.86% |
$41.5K - $46K
|
22.7K
$3.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-430- 5.6% |
$41.6K - $46.1K
|
7.25K
$988K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-430- 5.67% |
$41.6K - $46.1K
|
7.16K
$975K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-430- 0.75% |
$41.6K - $46.1K
|
56.6K
$7.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-441- 2.61% |
$42.7K - $47.3K
|
16.4K
$2.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-453- 0.78% |
$43.9K - $48.6K
|
57.8K
$7.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-472- 0.69% |
$45.7K - $50.7K
|
68.2K
$9.3M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-477- 1.12% |
$46.2K - $51.2K
|
42.2K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-478- 17.64% |
$46.3K - $51.3K
|
2.23K
$304K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-479- 19.45% |
$46.4K - $51.4K
|
1.98K
$270K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-479- 19.45% |
$46.4K - $51.4K
|
1.98K
$270K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-480- 2.97% |
$46.5K - $51.5K
|
15.7K
$2.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-496- 11.24% |
$48K - $53.2K
|
3.92K
$534K
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-497- 0.81% |
$48.1K - $53.3K
|
60.6K
$8.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-500- 3.31% |
$48.4K - $53.7K
|
14.6K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-500- 15.72% |
$48.4K - $53.7K
|
2.68K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-500- 5.63% |
$48.4K - $53.7K
|
8.38K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-508- 0.51% |
$49.2K - $54.5K
|
98.8K
$13.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-525- 8.45% |
$50.8K - $56.3K
|
5.69K
$775K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-525- 3.11% |
$50.8K - $56.3K
|
16.3K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-525- 7.94% |
$50.8K - $56.3K
|
6.09K
$830K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-544- 9.13% |
$52.7K - $58.4K
|
5.41K
$738K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-545- 8.44% |
$52.8K - $58.5K
|
5.92K
$806K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-547- 15.85% |
$53K - $58.7K
|
2.91K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-558- 2.3% |
$54K - $59.9K
|
23.7K
$3.24M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-562- 18.65% |
$54.4K - $60.3K
|
2.45K
$334K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-566- 4.6% |
$54.8K - $60.7K
|
11.7K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-575- 4.29% |
$55.7K - $61.7K
|
12.8K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-589- 8.32% |
$57K - $63.2K
|
6.49K
$885K
|