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 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-1.14K- 10.14% |
$110K - $118K
|
10.1K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.15K- 5.49% |
$111K - $120K
|
19.9K
$2.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.18K- 28.1% |
$113K - $122K
|
3.01K
$418K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 1.47% |
$120K - $129K
|
83.9K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.28K- 34.45% |
$124K - $133K
|
2.44K
$338K
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.3K- 0.84% |
$126K - $135K
|
153K
$21.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.33K- 2.23% |
$128K - $138K
|
58.3K
$8.1M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.34K- 19.14% |
$129K - $139K
|
5.67K
$787K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.37K- 26.05% |
$132K - $142K
|
3.88K
$540K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-1.4K- 13.45% |
$135K - $145K
|
9.01K
$1.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.42K- 3.42% |
$137K - $147K
|
40K
$5.56M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.46K- 90.13% |
$141K - $151K
|
160
$22.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 10.64% |
$142K - $153K
|
12.4K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.48K- 18.81% |
$143K - $154K
|
6.4K
$889K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.51K- 14.08% |
$145K - $156K
|
9.18K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.53K- 5.06% |
$147K - $158K
|
28.7K
$3.99M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.55K- 2.81% |
$149K - $160K
|
53.5K
$7.43M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.55K- 2.2% |
$149K - $160K
|
68.7K
$9.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-1.56K- 27.46% |
$151K - $162K
|
4.13K
$574K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.57K- 1.53% |
$152K - $163K
|
102K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.61K- 0.68% |
$156K - $167K
|
234K
$32.6M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.62K- 11.4% |
$156K - $168K
|
12.6K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.78K- 23.64% |
$172K - $185K
|
5.76K
$800K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.79K- 38.32% |
$173K - $186K
|
2.88K
$401K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.79K- 5.74% |
$173K - $186K
|
29.4K
$4.09M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.8K- 91.74% |
$174K - $187K
|
162
$22.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.81K- 47.08% |
$175K - $188K
|
2.04K
$283K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.81K- 15.35% |
$175K - $188K
|
9.99K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.85K- 3.07% |
$179K - $192K
|
58.4K
$8.11M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.91K- 16.27% |
$185K - $198K
|
9.85K
$1.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.92K- 3.88% |
$185K - $199K
|
47.5K
$6.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.94K- 19.94% |
$187K - $201K
|
7.78K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.95K- 4.59% |
$188K - $202K
|
40.6K
$5.64M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.07K- 0.93% |
$200K - $214K
|
219K
$30.5M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.07K- 26.06% |
$200K - $215K
|
5.88K
$817K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-2.11K- 35.86% |
$203K - $218K
|
3.77K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.11K- 33.59% |
$204K - $219K
|
4.18K
$580K
|
|
|
May 11, 2023
Q1 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-2.13K- 62.3% |
$206K - $221K
|
1.29K
$179K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.17K- 33.42% |
$210K - $225K
|
4.33K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.17K- 1.02% |
$210K - $225K
|
211K
$29.3M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.39K- 98.76% |
$231K - $248K
|
30
$4.17K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.55K- 36.6% |
$246K - $264K
|
4.41K
$613K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 6.59% |
$249K - $268K
|
36.6K
$5.09M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-2.63K- 9.11% |
$254K - $273K
|
26.3K
$3.65M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-2.74K- 35.56% |
$264K - $284K
|
4.96K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 5.25% |
$266K - $286K
|
49.8K
$6.91M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.79K- 15.74% |
$269K - $289K
|
14.9K
$2.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.79K- 15.72% |
$269K - $289K
|
15K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.88K- 6.51% |
$278K - $299K
|
41.4K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.97K- 6.09% |
$286K - $308K
|
45.7K
$6.35M
|