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 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-550- 2.02% |
$53.1K - $57K
|
26.7K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-556- 3.61% |
$53.7K - $57.6K
|
14.8K
$2.06M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-566Closed |
$54.6K - $58.7K
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-569- 7.87% |
$54.9K - $59K
|
6.66K
$925K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-575- 47.4% |
$55.5K - $59.6K
|
638
$88.7K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-580- 2.26% |
$56K - $60.1K
|
25.1K
$3.49M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-582- 2.1% |
$56.2K - $60.3K
|
27.1K
$3.76M
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-586- 5.82% |
$56.6K - $60.8K
|
9.49K
$1.32M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-589- 20.29% |
$56.8K - $61.1K
|
2.31K
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-604- 15.22% |
$58.3K - $62.6K
|
3.36K
$467K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-605Closed |
$58.4K - $62.7K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-610- 11.76% |
$58.9K - $63.2K
|
4.58K
$636K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-613- 33.15% |
$59.2K - $63.5K
|
1.24K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-616- 0.95% |
$59.5K - $63.9K
|
64.5K
$8.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-625- 6.86% |
$60.3K - $64.8K
|
8.49K
$1.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-630- 7.85% |
$60.8K - $65.3K
|
7.4K
$1.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-656- 16.59% |
$63.3K - $68K
|
3.3K
$458K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-661- 15.46% |
$63.8K - $68.5K
|
3.62K
$502K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-666- 1.21% |
$64.3K - $69K
|
54.3K
$7.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-673- 2.63% |
$65K - $69.8K
|
24.9K
$3.46M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-687- 24.81% |
$66.3K - $71.2K
|
2.08K
$289K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-734- 11.16% |
$70.8K - $76.1K
|
5.85K
$812K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-746- 11.29% |
$72K - $77.3K
|
5.86K
$815K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-775- 22.75% |
$74.8K - $80.3K
|
2.63K
$366K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-777- 11.44% |
$75K - $80.6K
|
6.02K
$836K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-780- 64.2% |
$75.3K - $80.9K
|
435
$60.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-795- 11.8% |
$76.7K - $82.4K
|
5.94K
$826K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-812- 15.64% |
$78.4K - $84.2K
|
4.38K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-814- 6.94% |
$78.6K - $84.4K
|
10.9K
$1.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-815- 16.11% |
$78.7K - $84.5K
|
4.24K
$590K
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-824- 0.36% |
$79.5K - $85.4K
|
230K
$31.9M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-831- 10.49% |
$80.2K - $86.1K
|
7.09K
$985K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-835- 7.83% |
$80.6K - $86.6K
|
9.83K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-850- 16.61% |
$82K - $88.1K
|
4.27K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-868- 23.58% |
$83.8K - $90K
|
2.81K
$391K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-879- 4.02% |
$84.8K - $91.1K
|
21K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-890- 1.84% |
$85.9K - $92.3K
|
47.6K
$6.61M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-925- 10.71% |
$89.3K - $95.9K
|
7.71K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-936- 12.87% |
$90.3K - $97K
|
6.33K
$880K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-966- 1.67% |
$93.2K - $100K
|
57K
$7.92M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-966- 1.67% |
$93.2K - $100K
|
57K
$7.92M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-982- 1.04% |
$94.8K - $102K
|
93.5K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-984- 6.46% |
$95K - $102K
|
14.2K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-987- 13.25% |
$95.3K - $102K
|
6.46K
$898K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.02K- 8.98% |
$98.7K - $106K
|
10.4K
$1.44M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.03K- 25.1% |
$99.7K - $107K
|
3.08K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.06K- 1.05% |
$102K - $110K
|
100K
$13.9M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.08K- 8.32% |
$105K - $112K
|
11.9K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.12K- 3.71% |
$108K - $117K
|
29.2K
$4.06M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.13K- 33.81% |
$109K - $117K
|
2.21K
$307K
|