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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-37- 2.49% |
$3.57K - $3.84K
|
1.45K
$206K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-40- 0.45% |
$3.86K - $4.15K
|
8.82K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-42- 3.77% |
$4.05K - $4.35K
|
1.07K
$152K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-43- 0.19% |
$4.15K - $4.46K
|
22.8K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-44- 1.05% |
$4.25K - $4.56K
|
4.14K
$588K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-46- 1.47% |
$4.44K - $4.77K
|
3.08K
$438K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-47- 1.15% |
$4.54K - $4.87K
|
4.05K
$576K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-48- 14.59% |
$4.63K - $4.98K
|
281
$39.9K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-51- 1.77% |
$4.92K - $5.29K
|
2.83K
$401K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 5.53% |
$5.5K - $5.91K
|
974
$138K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-58- 10.09% |
$5.6K - $6.01K
|
517
$73.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-60- 1.04% |
$5.79K - $6.22K
|
5.7K
$810K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-61- 2.04% |
$5.89K - $6.32K
|
2.92K
$415K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-61- 1.64% |
$5.89K - $6.32K
|
3.66K
$520K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-63- 2.38% |
$6.08K - $6.53K
|
2.59K
$367K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-63- 2.05% |
$6.08K - $6.53K
|
3.01K
$428K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-66- 0.49% |
$6.37K - $6.84K
|
13.3K
$1.89M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-66- 18.03% |
$6.37K - $6.84K
|
300
$42.6K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-69- 2.3% |
$6.66K - $7.15K
|
2.93K
$416K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-70- 0.73% |
$6.76K - $7.26K
|
9.51K
$1.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-73- 2.26% |
$7.05K - $7.57K
|
3.16K
$449K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-75Closed |
$7.24K - $7.78K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-76- 33.63% |
$7.33K - $7.88K
|
150
$21.3K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-76- 26.95% |
$7.33K - $7.88K
|
206
$29.3K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-76- 1.98% |
$7.33K - $7.88K
|
3.77K
$536K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-77- 11.96% |
$7.43K - $7.98K
|
567
$80.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-80- 0.72% |
$7.72K - $8.29K
|
11K
$1.56M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-82- 0.8% |
$7.91K - $8.5K
|
10.2K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-83- 0.19% |
$8.01K - $8.6K
|
42.5K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-84- 0.36% |
$8.11K - $8.71K
|
23.3K
$3.31M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-87- 0.47% |
$8.4K - $9.02K
|
18.5K
$2.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-89- 3.28% |
$8.59K - $9.23K
|
2.62K
$372K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-92- 2.82% |
$8.88K - $9.54K
|
3.17K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-93- 3.56% |
$8.98K - $9.64K
|
2.52K
$358K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-94- 4.5% |
$9.07K - $9.74K
|
2K
$284K
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-95- 2.08% |
$9.17K - $9.85K
|
4.47K
$635K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-95- 3.85% |
$9.17K - $9.85K
|
2.37K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-99- 1.75% |
$9.55K - $10.3K
|
5.57K
$791K
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 3.5% |
$9.65K - $10.4K
|
2.76K
$392K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 6.67% |
$9.65K - $10.4K
|
1.4K
$199K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-104- 3.68% |
$10K - $10.8K
|
2.72K
$387K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-105- 4.2% |
$10.1K - $10.9K
|
2.4K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-105- 2.91% |
$10.1K - $10.9K
|
3.51K
$498K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-105- 1.52% |
$10.1K - $10.9K
|
6.8K
$966K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-107- 3.54% |
$10.3K - $11.1K
|
2.92K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-108- 0.96% |
$10.4K - $11.2K
|
11.1K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-113- 5.08% |
$10.9K - $11.7K
|
2.11K
$300K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-121- 1.8% |
$11.7K - $12.5K
|
6.61K
$939K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-124- 3.26% |
$12K - $12.9K
|
3.68K
$523K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-135- 0.99% |
$13K - $14K
|
13.5K
$1.91M
|