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 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.13K+ 11.9% |
$378K - $395K
|
29.5K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.13K+ 16.9% |
$377K - $394K
|
21.7K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.13K+ 128.41% |
$377K - $394K
|
5.57K
$759K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.12KNew |
$376K - $393K
|
3.12K
$425K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.09K+ 10.93% |
$372K - $389K
|
31.3K
$4.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.07K+ 1.65% |
$370K - $387K
|
189K
$25.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.03KNew |
$365K - $382K
|
3.03K
$413K
|
|
|
Aug 05, 2024
Q2 2024
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.96KNew |
$356K - $372K
|
2.96K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.92K+ 10.82% |
$351K - $367K
|
29.9K
$4.07M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.88K+ 776.55% |
$347K - $363K
|
3.25K
$443K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.87K+ 8.05% |
$346K - $361K
|
38.5K
$5.25M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
2.86KNew |
$345K - $360K
|
2.86K
$390K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.85K+ 160.16% |
$343K - $358K
|
4.62K
$630K
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.82K+ 7.43% |
$340K - $355K
|
40.8K
$5.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.81K+ 31.04% |
$339K - $354K
|
11.9K
$1.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.79KNew |
$336K - $351K
|
2.79K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.78KNew |
$335K - $350K
|
2.78K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72K+ 4.94% |
$327K - $342K
|
57.7K
$7.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.71K+ 12.74% |
$327K - $342K
|
24K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.7KNew |
$325K - $340K
|
2.7K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.68KNew |
$322K - $337K
|
2.68K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.67K+ 3.55% |
$322K - $336K
|
77.9K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.65KNew |
$319K - $334K
|
2.65K
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.57K+ 93.56% |
$310K - $324K
|
5.32K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 3.75% |
$308K - $322K
|
70.8K
$9.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.55K+ 63.46% |
$308K - $322K
|
6.58K
$897K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.53KNew |
$304K - $318K
|
2.53K
$344K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.5K+ 0.99% |
$301K - $315K
|
256K
$34.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.5KNew |
$301K - $315K
|
2.5K
$341K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.49K+ 8.45% |
$299K - $313K
|
31.9K
$4.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$290K - $304K
|
2.41K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.37KNew |
$285K - $298K
|
2.37K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
2.37K+ 92.42% |
$285K - $298K
|
4.93K
$672K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.36K+ 49.59% |
$284K - $297K
|
7.12K
$970K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.36K+ 6.97% |
$284K - $297K
|
36.2K
$4.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.36K+ 65.85% |
$284K - $297K
|
5.94K
$810K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.36KNew |
$284K - $297K
|
2.36K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.35KNew |
$283K - $295K
|
2.35K
$320K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 3.62% |
$282K - $294K
|
66.8K
$9.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.31K+ 19.93% |
$278K - $291K
|
13.9K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.28K+ 2.45% |
$275K - $288K
|
95.6K
$13M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.27K+ 4.14% |
$274K - $286K
|
57.1K
$7.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
2.25K+ 4.77% |
$271K - $284K
|
49.5K
$6.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.23KNew |
$269K - $281K
|
2.23K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.21K+ 6.21% |
$266K - $278K
|
37.8K
$5.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.19K+ 10.13% |
$263K - $275K
|
23.8K
$3.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.15KNew |
$259K - $271K
|
2.15K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.14KNew |
$258K - $270K
|
2.14K
$292K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.14K+ 28.64% |
$257K - $269K
|
9.59K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.13K+ 24.67% |
$257K - $268K
|
10.8K
$1.47M
|