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 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.03K- 18.46% |
$293K - $314K
|
13.4K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.07K- 0.95% |
$296K - $318K
|
321K
$44.6M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 2.76% |
$301K - $324K
|
110K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.19K- 12.81% |
$308K - $331K
|
21.7K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.2K- 5.64% |
$309K - $332K
|
53.6K
$7.45M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.23K- 8.4% |
$312K - $335K
|
35.2K
$4.9M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.3K- 2.01% |
$318K - $342K
|
161K
$22.3M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.31K- 9.77% |
$319K - $343K
|
30.5K
$4.24M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.37K- 5.86% |
$325K - $349K
|
54.1K
$7.52M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.44K- 40.52% |
$332K - $356K
|
5.05K
$701K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-3.52K- 54.11% |
$339K - $365K
|
2.98K
$414K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.54K- 27.33% |
$342K - $367K
|
9.42K
$1.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-3.86K- 63.54% |
$373K - $401K
|
2.22K
$308K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-3.89K- 1.67% |
$376K - $403K
|
230K
$31.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.89K- 36.27% |
$376K - $404K
|
6.84K
$951K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.01K- 24.35% |
$387K - $416K
|
12.5K
$1.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-4.05K- 9.66% |
$391K - $420K
|
37.9K
$5.26M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.24K- 0.86% |
$409K - $439K
|
489K
$68M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-4.4K- 20.52% |
$424K - $456K
|
17K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.44K- 42.63% |
$428K - $460K
|
5.97K
$830K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.5K- 12.1% |
$435K - $467K
|
32.7K
$4.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.53K- 7.23% |
$437K - $469K
|
58.1K
$8.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-4.66K- 9.24% |
$449K - $483K
|
45.7K
$6.35M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.7K- 59.99% |
$453K - $487K
|
3.13K
$435K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-4.71K- 25.38% |
$455K - $488K
|
13.9K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.72K- 14.03% |
$456K - $490K
|
28.9K
$4.02M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-4.81K- 30.85% |
$464K - $498K
|
10.8K
$1.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.82K- 54.41% |
$465K - $500K
|
4.04K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-4.93K- 99.0% |
$476K - $511K
|
50
$6.95K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5.02K- 29.93% |
$484K - $520K
|
11.8K
$1.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-5.21K- 15.91% |
$503K - $541K
|
27.6K
$3.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.55K- 18.98% |
$536K - $575K
|
23.7K
$3.29M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.64K- 22.7% |
$545K - $585K
|
19.2K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.66K- 9.34% |
$546K - $587K
|
54.9K
$7.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.04K- 59.92% |
$583K - $626K
|
4.04K
$561K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6.23K- 42.7% |
$601K - $645K
|
8.36K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-6.26K- 24.76% |
$604K - $649K
|
19K
$2.64M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.26K- 40.61% |
$604K - $649K
|
9.16K
$1.27M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.62K- 15.1% |
$639K - $686K
|
37.2K
$5.17M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.78K- 30.79% |
$655K - $703K
|
15.2K
$2.12M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-6.8K- 62.39% |
$656K - $705K
|
4.1K
$570K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.97K- 73.64% |
$673K - $723K
|
2.5K
$347K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.02K- 16.9% |
$678K - $728K
|
34.5K
$4.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-7.06K- 13.67% |
$681K - $732K
|
44.6K
$6.2M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-7.14K- 74.07% |
$689K - $741K
|
2.5K
$347K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-7.23K- 13.93% |
$698K - $750K
|
44.7K
$6.21M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.49K- 46.57% |
$723K - $776K
|
8.59K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.63K- 6.89% |
$736K - $791K
|
103K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.58K- 31.19% |
$828K - $889K
|
18.9K
$2.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.63K- 25.83% |
$833K - $894K
|
24.8K
$3.44M
|