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 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
53+ 0.68% |
$5.07K - $5.67K
|
7.81K
$1.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
53+ 2.62% |
$5.07K - $5.67K
|
2.08K
$279K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
53+ 0.43% |
$5.07K - $5.67K
|
12.2K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
52+ 0.24% |
$4.97K - $5.57K
|
21.5K
$2.88M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
50+ 0.27% |
$4.78K - $5.35K
|
18.7K
$2.5M
|
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
50+ 0.89% |
$4.78K - $5.35K
|
5.65K
$757K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
49+ 0.06% |
$4.68K - $5.25K
|
82.8K
$11.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
48+ 0.25% |
$4.59K - $5.14K
|
19K
$2.55M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
45+ 0.41% |
$4.3K - $4.82K
|
11K
$1.48M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
45New |
$4.3K - $4.82K
|
45
$6.03K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$4.3K - $4.82K
|
45
$6.03K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
42+ 0.97% |
$4.02K - $4.5K
|
4.39K
$588K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
35+ 0.57% |
$3.35K - $3.75K
|
6.22K
$833K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
34+ 0.5% |
$3.25K - $3.64K
|
6.84K
$917K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
34+ 1.68% |
$3.25K - $3.64K
|
2.06K
$276K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33New |
$3.15K - $3.53K
|
33
$4.42K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 0.44% |
$3.15K - $3.53K
|
7.48K
$1M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
33+ 1.64% |
$3.15K - $3.53K
|
2.04K
$273K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
29+ 1.39% |
$2.77K - $3.1K
|
2.12K
$284K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
29+ 0.0% |
$2.77K - $3.1K
|
799K
$107M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
27+ 0.08% |
$2.58K - $2.89K
|
32.3K
$4.33M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
27+ 3.21% |
$2.58K - $2.89K
|
869
$116K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
24New |
$2.29K - $2.57K
|
24
$3.22K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
20New |
$1.91K - $2.14K
|
20
$2.68K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
20+ 0.16% |
$1.91K - $2.14K
|
12.6K
$1.69M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
18+ 0.42% |
$1.72K - $1.93K
|
4.32K
$580K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
17+ 0.34% |
$1.63K - $1.82K
|
5.07K
$680K
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
15+ 0.32% |
$1.43K - $1.61K
|
4.64K
$622K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
15+ 0.32% |
$1.43K - $1.61K
|
4.69K
$628K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 0.21% |
$1.34K - $1.5K
|
6.58K
$882K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 0.94% |
$1.34K - $1.5K
|
1.5K
$202K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
13+ 0.5% |
$1.24K - $1.39K
|
2.62K
$351K
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
12+ 0.27% |
$1.15K - $1.28K
|
4.52K
$606K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
12+ 0.34% |
$1.15K - $1.28K
|
3.49K
$468K
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
11+ 0.31% |
$1.05K - $1.18K
|
3.52K
$472K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
11+ 0.17% |
$1.05K - $1.18K
|
6.37K
$853K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.32% |
$956 - $1.07K
|
3.16K
$423K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
10+ 0.25% |
$956 - $1.07K
|
4.05K
$543K
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
8+ 0.06% |
$765 - $856
|
14.5K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.35% |
$765 - $856
|
2.29K
$307K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8+ 0.31% |
$765 - $856
|
2.58K
$346K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
7New |
$669 - $749
|
7
$938
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.19% |
$574 - $642
|
3.21K
$431K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
6+ 0.28% |
$574 - $642
|
2.14K
$287K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.12% |
$478 - $535
|
4.03K
$540K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$478 - $535
|
3.18K
$426K
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
3+ 0.15% |
$287 - $321
|
2.03K
$272K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.25% |
$287 - $321
|
1.19K
$159K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.19% |
$191 - $214
|
1.07K
$143K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.18% |
$191 - $214
|
1.14K
$153K
|