Purchases and Sales Made in Q2 2024 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
145+ 1.26% |
$17.5K - $18.3K
|
11.6K
$1.59M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
142New |
$17.1K - $17.9K
|
142
$19.4K
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
140+ 0.79% |
$16.9K - $17.6K
|
17.8K
$2.42M
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
131+ 1.21% |
$15.8K - $16.5K
|
11K
$1.5M
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 7.6% |
$15.7K - $16.4K
|
1.84K
$251K
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
125+ 3.67% |
$15.1K - $15.7K
|
3.53K
$482K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
125New |
$15.1K - $15.7K
|
125
$17K
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
124+ 6.0% |
$14.9K - $15.6K
|
2.19K
$299K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
122+ 1.22% |
$14.7K - $15.4K
|
10.1K
$1.38M
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
121+ 1.88% |
$14.6K - $15.2K
|
6.57K
$896K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
120+ 2.29% |
$14.5K - $15.1K
|
5.36K
$731K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
120New |
$14.5K - $15.1K
|
120
$16.4K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
118+ 35.44% |
$14.2K - $14.9K
|
451
$61.5K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
116New |
$14K - $14.6K
|
116
$15.8K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
116+ 23.53% |
$14K - $14.6K
|
609
$83K
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
115+ 0.57% |
$13.9K - $14.5K
|
20.4K
$2.78M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
115+ 48.52% |
$13.9K - $14.5K
|
352
$48K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
114+ 4.38% |
$13.7K - $14.4K
|
2.72K
$371K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
111+ 1.69% |
$13.4K - $14K
|
6.68K
$911K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
110+ 3.43% |
$13.3K - $13.9K
|
3.31K
$452K
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
110+ 3.65% |
$13.3K - $13.9K
|
3.12K
$426K
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
109+ 3.04% |
$13.1K - $13.7K
|
3.7K
$504K
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
108+ 5.75% |
$13K - $13.6K
|
1.99K
$271K
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
107+ 0.1% |
$12.9K - $13.5K
|
108K
$14.7M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
106New |
$12.8K - $13.3K
|
106
$14.5K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
101+ 0.32% |
$12.2K - $12.7K
|
31.7K
$4.32M
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 36.23% |
$12K - $12.6K
|
376
$51.3K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 1.89% |
$11.9K - $12.5K
|
5.35K
$729K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
95+ 5.32% |
$11.4K - $12K
|
1.88K
$256K
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
95+ 3.09% |
$11.4K - $12K
|
3.17K
$431K
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
95+ 0.58% |
$11.4K - $12K
|
16.4K
$2.24M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
88+ 151.72% |
$10.6K - $11.1K
|
146
$19.9K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
86+ 2.61% |
$10.4K - $10.8K
|
3.39K
$462K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
85+ 1.74% |
$10.2K - $10.7K
|
4.97K
$677K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
85New |
$10.2K - $10.7K
|
85
$11.6K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
84+ 1.1% |
$10.1K - $10.6K
|
7.74K
$1.05M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
73+ 2.72% |
$8.79K - $9.19K
|
2.76K
$376K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
73+ 0.73% |
$8.79K - $9.19K
|
10.1K
$1.37M
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
72+ 0.14% |
$8.67K - $9.07K
|
50.4K
$6.87M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
72New |
$8.67K - $9.07K
|
72
$9.82K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
71+ 0.65% |
$8.55K - $8.94K
|
11K
$1.5M
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
70+ 1.95% |
$8.43K - $8.82K
|
3.66K
$500K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
70New |
$8.43K - $8.82K
|
70
$9.54K
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
69+ 0.3% |
$8.31K - $8.69K
|
23.2K
$3.16M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
68+ 170.0% |
$8.19K - $8.56K
|
108
$14.7K
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
66+ 0.68% |
$7.95K - $8.31K
|
9.73K
$1.33M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
63+ 46.67% |
$7.59K - $7.93K
|
198
$27K
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
62+ 2.91% |
$7.47K - $7.81K
|
2.19K
$299K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
58+ 77.33% |
$6.99K - $7.3K
|
133
$18.1K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
57+ 0.1% |
$6.87K - $7.18K
|
56.5K
$7.71M
|