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 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.88K+ 12.98% |
$375K - $402K
|
33.8K
$4.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.84K+ 4.85% |
$370K - $398K
|
83K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.8K+ 1.93% |
$367K - $394K
|
200K
$28.4M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.62K+ 3.91% |
$349K - $375K
|
96.1K
$13.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3.48KNew |
$335K - $360K
|
3.48K
$492K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.37K+ 49.95% |
$325K - $349K
|
10.1K
$1.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.36KNew |
$324K - $349K
|
3.36K
$476K
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.35KNew |
$323K - $347K
|
3.35K
$474K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.3KNew |
$318K - $342K
|
3.3K
$467K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
3.3KNew |
$318K - $342K
|
3.3K
$467K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.26K+ 18.02% |
$314K - $338K
|
21.3K
$3.02M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23K+ 6.69% |
$312K - $335K
|
51.5K
$7.29M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.18KNew |
$307K - $330K
|
3.18K
$450K
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.05K+ 29.92% |
$295K - $317K
|
13.3K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.02KNew |
$291K - $313K
|
3.02K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.01K+ 27.32% |
$290K - $312K
|
14K
$1.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.98KNew |
$288K - $309K
|
2.98K
$422K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.98K+ 23.22% |
$288K - $309K
|
15.8K
$2.24M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.98K+ 3.22% |
$287K - $308K
|
95.3K
$13.5M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.96K+ 19.97% |
$285K - $306K
|
17.7K
$2.51M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.91KNew |
$280K - $301K
|
2.91K
$411K
|
|
|
May 01, 2023
Q1 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
2.9KNew |
$280K - $301K
|
2.9K
$411K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.9KNew |
$280K - $300K
|
2.9K
$410K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.88K+ 6.96% |
$278K - $299K
|
44.3K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$275K - $295K
|
2.85K
$403K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.74K+ 43.9% |
$264K - $284K
|
8.97K
$1.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.52K+ 61.5% |
$243K - $261K
|
6.62K
$938K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.5KNew |
$241K - $259K
|
2.5K
$354K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.47K+ 103.96% |
$238K - $256K
|
4.84K
$685K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.46KNew |
$238K - $255K
|
2.46K
$349K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.45KNew |
$237K - $254K
|
2.45K
$347K
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
2.45KNew |
$236K - $254K
|
2.45K
$347K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.45K+ 12.57% |
$236K - $254K
|
21.9K
$3.11M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.41KNew |
$233K - $250K
|
2.41K
$341K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.38K+ 17.86% |
$230K - $247K
|
15.7K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.38K+ 33.02% |
$230K - $247K
|
9.58K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.37KNew |
$229K - $246K
|
2.37K
$336K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.31KNew |
$223K - $239K
|
2.31K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.3KNew |
$222K - $238K
|
2.3K
$326K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.29KNew |
$221K - $237K
|
2.29K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 15.98% |
$214K - $230K
|
16.1K
$2.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.21K+ 279.59% |
$213K - $229K
|
3K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.2KNew |
$212K - $228K
|
2.2K
$312K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.19KNew |
$211K - $227K
|
2.19K
$310K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
2.18K+ 27.9% |
$210K - $225K
|
9.97K
$1.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.16KNew |
$208K - $224K
|
2.16K
$306K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
2.13KNew |
$205K - $220K
|
2.13K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.09KNew |
$201K - $216K
|
2.09K
$296K
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.08K+ 18927.27% |
$201K - $216K
|
2.09K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.07KNew |
$200K - $215K
|
2.07K
$294K
|