Purchases and Sales Made in Q1 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q1 2023. 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 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
13+ 0.41% |
$1.25K - $1.35K
|
3.22K
$447K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12+ 0.02% |
$1.16K - $1.24K
|
54.5K
$7.57M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12+ 2.19% |
$1.16K - $1.24K
|
559
$77.7K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.39% |
$1.06K - $1.14K
|
2.85K
$396K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$1.06K - $1.14K
|
3.95K
$549K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.43% |
$965 - $1.04K
|
2.33K
$324K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
9+ 0.28% |
$869 - $933
|
3.24K
$450K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.4% |
$869 - $933
|
2.27K
$315K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
8+ 0.37% |
$772 - $829
|
2.17K
$302K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
6+ 0.19% |
$579 - $622
|
3.11K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.6% |
$386 - $415
|
674
$93.7K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3+ 0.07% |
$290 - $311
|
4.25K
$590K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3+ 0.12% |
$290 - $311
|
2.55K
$355K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.64% |
$193 - $207
|
315
$43.8K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.03% |
$193 - $207
|
7.15K
$993K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.08% |
$193 - $207
|
2.58K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.62% |
$96.5 - $104
|
163
$22.6K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$96.5 - $104
|
705
$98K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$96.5 - $104
|
2.24K
$311K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.02% |
$96.5 - $104
|
4.28K
$595K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
1+ 7.14% |
$96.5 - $104
|
15
$2.08K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$96.5 - $104
|
8.36K
$1.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$96.5 - $104
|
3.95K
$548K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.14% |
$96.5 - $104
|
692
$96.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1- 0.13% |
$96.5 - $104
|
793
$110K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1- 0.06% |
$96.5 - $104
|
1.77K
$246K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.35% |
$386 - $415
|
1.14K
$159K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-5- 0.17% |
$483 - $518
|
2.97K
$413K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-7- 0.29% |
$676 - $726
|
2.42K
$337K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-7- 0.34% |
$676 - $726
|
2.05K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8- 0.12% |
$772 - $829
|
6.55K
$910K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8- 0.11% |
$772 - $829
|
7.37K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-10- 0.02% |
$965 - $1.04K
|
56.2K
$7.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-11- 1.08% |
$1.06K - $1.14K
|
1.01K
$140K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-12- 1.13% |
$1.16K - $1.24K
|
1.05K
$146K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12- 0.26% |
$1.16K - $1.24K
|
4.6K
$639K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-14- 0.59% |
$1.35K - $1.45K
|
2.36K
$328K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-15- 0.4% |
$1.45K - $1.56K
|
3.78K
$525K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-15- 1.39% |
$1.45K - $1.56K
|
1.06K
$148K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-15- 0.09% |
$1.45K - $1.56K
|
17.5K
$2.44M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-15- 0.22% |
$1.45K - $1.56K
|
6.77K
$941K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-20- 18.35% |
$1.93K - $2.07K
|
89
$12.4K
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-20- 0.81% |
$1.93K - $2.07K
|
2.45K
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-20- 0.88% |
$1.93K - $2.07K
|
2.24K
$311K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-22- 25.58% |
$2.12K - $2.28K
|
64
$8.89K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-23- 7.37% |
$2.22K - $2.38K
|
289
$40.2K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-24- 1.24% |
$2.32K - $2.49K
|
1.91K
$266K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-27- 1.0% |
$2.61K - $2.8K
|
2.66K
$370K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-34- 1.2% |
$3.28K - $3.52K
|
2.79K
$388K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-35- 0.29% |
$3.38K - $3.63K
|
12K
$1.66M
|