Purchases and Sales Made in Q1 2022 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
170+ 3.15% |
$16.3K - $18.2K
|
5.57K
$746K
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
165+ 1.25% |
$15.8K - $17.7K
|
13.4K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
164+ 0.7% |
$15.7K - $17.6K
|
23.8K
$3.18M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
162+ 0.2% |
$15.5K - $17.3K
|
81.9K
$11M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 24.43% |
$15.3K - $17.1K
|
815
$109K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
150+ 0.15% |
$14.3K - $16.1K
|
102K
$13.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
147+ 7.44% |
$14.1K - $15.7K
|
2.12K
$284K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
144+ 2.33% |
$13.8K - $15.4K
|
6.32K
$847K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
143+ 2.16% |
$13.7K - $15.3K
|
6.76K
$905K
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
140+ 2.84% |
$13.4K - $15K
|
5.08K
$680K
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
138+ 2.6% |
$13.2K - $14.8K
|
5.45K
$730K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
138+ 4.23% |
$13.2K - $14.8K
|
3.4K
$455K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
133New |
$12.7K - $14.2K
|
133
$17.8K
|
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
131+ 3.59% |
$12.5K - $14K
|
3.78K
$507K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
131+ 2.1% |
$12.5K - $14K
|
6.37K
$854K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
124+ 2.74% |
$11.9K - $13.3K
|
4.65K
$623K
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
123+ 3.23% |
$11.8K - $13.2K
|
3.93K
$527K
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
122New |
$11.7K - $13.1K
|
122
$16.4K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
114+ 228.0% |
$10.9K - $12.2K
|
164
$22K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
113+ 3.33% |
$10.8K - $12.1K
|
3.51K
$470K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
111+ 3.46% |
$10.6K - $11.9K
|
3.32K
$445K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
109+ 990.91% |
$10.4K - $11.7K
|
120
$16.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
104+ 3.57% |
$9.94K - $11.1K
|
3.02K
$404K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
103New |
$9.85K - $11K
|
103
$13.8K
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
101+ 3.48% |
$9.66K - $10.8K
|
3.01K
$403K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
100New |
$9.56K - $10.7K
|
100
$13.4K
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$9.56K - $10.7K
|
100
$13.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
98+ 4.28% |
$9.37K - $10.5K
|
2.39K
$320K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
98+ 0.83% |
$9.37K - $10.5K
|
12K
$1.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
BUY
|
- |
98+ 4.39% |
$9.37K - $10.5K
|
2.33K
$312K
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
97+ 2.47% |
$9.27K - $10.4K
|
4.02K
$539K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
96+ 1.11% |
$9.18K - $10.3K
|
8.74K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
95+ 0.21% |
$9.08K - $10.2K
|
46.4K
$6.22M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
95+ 0.19% |
$9.08K - $10.2K
|
50.8K
$6.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
88+ 1.37% |
$8.41K - $9.42K
|
6.52K
$874K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
88+ 6.52% |
$8.41K - $9.42K
|
1.44K
$193K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
82+ 0.36% |
$7.84K - $8.78K
|
22.6K
$3.03M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
76+ 0.95% |
$7.27K - $8.14K
|
8.09K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
65+ 1.79% |
$6.21K - $6.96K
|
3.7K
$496K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
65+ 135.42% |
$6.21K - $6.96K
|
113
$15.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
64+ 2.2% |
$6.12K - $6.85K
|
2.98K
$399K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
64+ 1.51% |
$6.12K - $6.85K
|
4.3K
$576K
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
64+ 1.33% |
$6.12K - $6.85K
|
4.86K
$652K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
62+ 2.43% |
$5.93K - $6.64K
|
2.61K
$350K
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
60+ 3.02% |
$5.74K - $6.42K
|
2.05K
$274K
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60+ 3.46% |
$5.74K - $6.42K
|
1.79K
$240K
|
|
|
May 11, 2022
Q1 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
60+ 2.99% |
$5.74K - $6.42K
|
2.07K
$277K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
59+ 2.66% |
$5.64K - $6.32K
|
2.28K
$305K
|
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
58+ 0.49% |
$5.54K - $6.21K
|
12K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
54+ 1.36% |
$5.16K - $5.78K
|
4.02K
$538K
|