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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-438- 15.9% |
$52.8K - $55.2K
|
2.32K
$316K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-445- 2.27% |
$53.6K - $56K
|
19.2K
$2.62M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-450- 20.95% |
$54.2K - $56.7K
|
1.7K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-455- 0.75% |
$54.8K - $57.3K
|
59.9K
$8.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-460- 10.24% |
$55.4K - $57.9K
|
4.03K
$549K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-462- 0.55% |
$55.7K - $58.2K
|
83.4K
$11.4M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-465- 7.86% |
$56K - $58.6K
|
5.45K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-467Closed |
$56.3K - $58.8K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-474- 4.28% |
$57.1K - $59.7K
|
10.6K
$1.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-487- 32.99% |
$58.7K - $61.3K
|
989
$135K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 19.23% |
$60.2K - $63K
|
2.1K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-500- 4.55% |
$60.2K - $63K
|
10.5K
$1.43M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-502- 19.38% |
$60.5K - $63.2K
|
2.09K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-510- 7.53% |
$61.4K - $64.2K
|
6.26K
$853K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-514- 0.22% |
$61.9K - $64.7K
|
234K
$31.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-533- 0.93% |
$64.2K - $67.1K
|
56.7K
$7.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-535- 1.46% |
$64.5K - $67.4K
|
36.2K
$4.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-541- 39.26% |
$65.2K - $68.1K
|
837
$114K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-549- 0.35% |
$66.1K - $69.1K
|
156K
$21.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-558- 5.05% |
$67.2K - $70.3K
|
10.5K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-558- 10.65% |
$67.2K - $70.3K
|
4.68K
$638K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-575- 20.38% |
$69.3K - $72.4K
|
2.25K
$306K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-582- 7.32% |
$70.1K - $73.3K
|
7.37K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-590- 6.71% |
$71.1K - $74.3K
|
8.2K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-608- 4.45% |
$73.2K - $76.6K
|
13K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-617- 1.56% |
$74.3K - $77.7K
|
38.9K
$5.31M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-619- 8.7% |
$74.6K - $78K
|
6.5K
$885K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-638- 1.55% |
$76.9K - $80.3K
|
40.6K
$5.53M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-647- 2.66% |
$77.9K - $81.5K
|
23.7K
$3.23M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-663- 46.23% |
$79.9K - $83.5K
|
771
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-704- 10.25% |
$84.8K - $88.7K
|
6.16K
$840K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-704- 17.15% |
$84.8K - $88.7K
|
3.4K
$464K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-740- 4.15% |
$89.1K - $93.2K
|
17.1K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-750- 1.81% |
$90.4K - $94.5K
|
40.6K
$5.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-750- 4.14% |
$90.4K - $94.5K
|
17.4K
$2.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-755- 1.72% |
$91K - $95.1K
|
43K
$5.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-766- 3.66% |
$92.3K - $96.5K
|
20.2K
$2.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-766- 52.94% |
$92.3K - $96.5K
|
681
$92.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-774- 1.92% |
$93.2K - $97.5K
|
39.6K
$5.4M
|
|
|
Aug 28, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-775- 13.42% |
$93.4K - $97.6K
|
5K
$682K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-775- 2.03% |
$93.4K - $97.6K
|
37.4K
$5.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-793- 9.87% |
$95.5K - $99.9K
|
7.25K
$988K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-816- 1.04% |
$98.3K - $103K
|
77.3K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-855- 30.79% |
$103K - $108K
|
1.92K
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-856- 1.13% |
$103K - $108K
|
75K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-858- 4.25% |
$103K - $108K
|
19.3K
$2.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-883- 83.46% |
$106K - $111K
|
175
$23.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-894- 0.77% |
$108K - $113K
|
115K
$15.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-901- 8.26% |
$109K - $113K
|
10K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-955- 11.88% |
$115K - $120K
|
7.09K
$966K
|