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 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
17.8K+ 5.49% |
$1.72M - $1.84M
|
342K
$48.7M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
17.7K+ 101.04% |
$1.71M - $1.84M
|
35.3K
$5.03M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.9KNew |
$1.63M - $1.75M
|
16.9K
$2.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
16.6K+ 89.8% |
$1.61M - $1.72M
|
35.2K
$5.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
16.2K+ 478.08% |
$1.57M - $1.68M
|
19.6K
$2.8M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 22.9% |
$1.52M - $1.63M
|
84.6K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
14.8KNew |
$1.43M - $1.54M
|
14.8K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
14.5K+ 25.76% |
$1.4M - $1.51M
|
70.9K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.3K+ 12.33% |
$1.38M - $1.48M
|
130K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
14.2K+ 69.29% |
$1.37M - $1.47M
|
34.7K
$4.96M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
14.1K+ 65.54% |
$1.36M - $1.46M
|
35.6K
$5.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
14.1K+ 208.76% |
$1.36M - $1.46M
|
20.8K
$2.97M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
13.7K+ 627.58% |
$1.32M - $1.42M
|
15.9K
$2.27M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.5K+ 15.77% |
$1.31M - $1.4M
|
99.5K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9K+ 11.92% |
$1.24M - $1.33M
|
121K
$17.2M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
12.5K+ 87.24% |
$1.21M - $1.29M
|
26.8K
$3.82M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
12.4KNew |
$1.2M - $1.29M
|
12.4K
$1.77M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12.2KNew |
$1.18M - $1.27M
|
12.2K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12K+ 74.47% |
$1.16M - $1.25M
|
28.2K
$4.02M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6K+ 25.0% |
$1.12M - $1.2M
|
57.8K
$8.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.3K+ 84.12% |
$994K - $1.07M
|
22.5K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.1K+ 96.62% |
$970K - $1.04M
|
20.5K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.9K+ 2.88% |
$956K - $1.03M
|
354K
$50.5M
|
|
|
May 15, 2023
Q1 2023
|
Symmetry Investments LP
|
BUY
|
- |
9.85K+ 21.42% |
$951K - $1.02M
|
55.8K
$7.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.69K+ 142.92% |
$935K - $1M
|
16.5K
$2.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
9.65K+ 36.69% |
$931K - $1M
|
36K
$5.13M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.56K+ 69.69% |
$923K - $991K
|
23.3K
$3.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9.55K+ 21.09% |
$921K - $990K
|
54.8K
$7.82M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.47K+ 21.21% |
$914K - $982K
|
54.1K
$7.72M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
9.39K+ 50.23% |
$906K - $973K
|
28.1K
$4.01M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
9.13K+ 43.01% |
$881K - $946K
|
30.3K
$4.33M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.09KNew |
$877K - $942K
|
9.09K
$1.3M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.89K+ 16.45% |
$858K - $921K
|
62.9K
$8.98M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.88K+ 4.82% |
$857K - $921K
|
193K
$27.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.75K+ 17.33% |
$844K - $907K
|
59.2K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.73K+ 8.62% |
$842K - $905K
|
110K
$15.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
8.66KNew |
$836K - $898K
|
8.66K
$1.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.61K+ 51.44% |
$831K - $893K
|
25.4K
$3.62M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.32K+ 5945.71% |
$803K - $863K
|
8.46K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.3K+ 413.55% |
$801K - $860K
|
10.3K
$1.47M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.17K+ 123.53% |
$788K - $847K
|
14.8K
$2.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.08KNew |
$779K - $837K
|
8.08K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
8.02K+ 15.68% |
$774K - $831K
|
59.2K
$8.44M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.96K+ 99.7% |
$768K - $825K
|
15.9K
$2.27M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7.93K+ 112.47% |
$765K - $822K
|
15K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.85K+ 20.45% |
$758K - $814K
|
46.3K
$6.6M
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
7.74KNew |
$747K - $802K
|
7.74K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.7K+ 150.85% |
$743K - $798K
|
12.8K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7.54KNew |
$728K - $782K
|
7.54K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.54K+ 11.76% |
$727K - $781K
|
71.6K
$10.2M
|