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 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-137- 1.97% |
$13.2K - $14.2K
|
6.81K
$968K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-137- 6.53% |
$13.2K - $14.2K
|
1.96K
$278K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-143- 2.51% |
$13.8K - $14.8K
|
5.55K
$788K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-146- 21.6% |
$14.1K - $15.1K
|
530
$75.3K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-149- 18.53% |
$14.4K - $15.4K
|
655
$93.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-149- 18.53% |
$14.4K - $15.4K
|
655
$93.1K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-150- 4.24% |
$14.5K - $15.6K
|
3.39K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-160- 4.91% |
$15.4K - $16.6K
|
3.1K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-160- 3.88% |
$15.4K - $16.6K
|
3.97K
$564K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-166- 3.77% |
$16K - $17.2K
|
4.24K
$602K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-166- 5.63% |
$16K - $17.2K
|
2.78K
$395K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-169- 0.99% |
$16.3K - $17.5K
|
16.8K
$2.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-173- 35.38% |
$16.7K - $17.9K
|
316
$44.9K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-182- 2.11% |
$17.6K - $18.9K
|
8.43K
$1.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-183- 5.5% |
$17.7K - $19K
|
3.15K
$447K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-185- 0.78% |
$17.9K - $19.2K
|
23.6K
$3.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-193- 1.13% |
$18.6K - $20K
|
16.9K
$2.41M
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-194- 8.55% |
$18.7K - $20.1K
|
2.08K
$295K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-195- 5.46% |
$18.8K - $20.2K
|
3.38K
$480K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-198- 8.65% |
$19.1K - $20.5K
|
2.09K
$297K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 5.19% |
$19.3K - $20.7K
|
3.65K
$519K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-200- 12.63% |
$19.3K - $20.7K
|
1.38K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-200- 2.81% |
$19.3K - $20.7K
|
6.92K
$983K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-201- 1.94% |
$19.4K - $20.8K
|
10.2K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-202- 4.66% |
$19.5K - $20.9K
|
4.13K
$587K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-213- 1.29% |
$20.6K - $22.1K
|
16.3K
$2.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-221- 1.35% |
$21.3K - $22.9K
|
16.2K
$2.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-222- 1.57% |
$21.4K - $23K
|
13.9K
$1.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-225- 0.19% |
$21.7K - $23.3K
|
118K
$16.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-225- 1.83% |
$21.7K - $23.3K
|
12.1K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-229- 3.31% |
$22.1K - $23.7K
|
6.69K
$951K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-237- 0.71% |
$22.9K - $24.6K
|
33K
$4.69M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-238- 1.42% |
$23K - $24.7K
|
16.6K
$2.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-239- 0.66% |
$23.1K - $24.8K
|
36K
$5.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-242- 10.62% |
$23.4K - $25.1K
|
2.04K
$289K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-247- 19.94% |
$23.8K - $25.6K
|
992
$141K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-247- 1.44% |
$23.8K - $25.6K
|
16.9K
$2.39M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-249- 2.93% |
$24K - $25.8K
|
8.26K
$1.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-250- 1.63% |
$24.1K - $25.9K
|
15.1K
$2.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-250- 14.9% |
$24.1K - $25.9K
|
1.43K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-253- 3.27% |
$24.4K - $26.2K
|
7.48K
$1.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-264- 0.57% |
$25.5K - $27.4K
|
46.2K
$6.57M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-268Closed |
$25.9K - $27.8K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-271- 5.7% |
$26.2K - $28.1K
|
4.48K
$637K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-275- 4.38% |
$26.5K - $28.5K
|
6K
$853K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-277- 3.39% |
$26.7K - $28.7K
|
7.9K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-278- 1.1% |
$26.8K - $28.8K
|
25K
$3.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-288- 4.64% |
$27.8K - $29.9K
|
5.92K
$841K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-296- 1.15% |
$28.6K - $30.7K
|
25.5K
$3.63M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-297- 64.71% |
$28.7K - $30.8K
|
162
$23K
|