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 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
112+ 4.6% |
$10.8K - $11.6K
|
2.55K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
109+ 0.3% |
$10.5K - $11.3K
|
36.8K
$5.11M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
105+ 0.63% |
$10.1K - $10.9K
|
16.9K
$2.35M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
102+ 23.02% |
$9.84K - $10.6K
|
545
$75.7K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
101New |
$9.75K - $10.5K
|
101
$14K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
100+ 0.62% |
$9.65K - $10.4K
|
16.1K
$2.24M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
100New |
$9.65K - $10.4K
|
100
$13.9K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 4.35% |
$9.65K - $10.4K
|
2.4K
$333K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
94+ 9.32% |
$9.07K - $9.74K
|
1.1K
$153K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 11.04% |
$8.78K - $9.43K
|
915
$127K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
89+ 7.13% |
$8.59K - $9.23K
|
1.34K
$186K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
89+ 1.33% |
$8.59K - $9.23K
|
6.77K
$941K
|
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
88New |
$8.49K - $9.12K
|
88
$12.2K
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
85+ 0.61% |
$8.2K - $8.81K
|
14K
$1.95M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 5.69% |
$7.91K - $8.5K
|
1.52K
$212K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
79+ 3.2% |
$7.62K - $8.19K
|
2.55K
$354K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 7.19% |
$7.05K - $7.57K
|
1.09K
$151K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
70+ 13.73% |
$6.76K - $7.26K
|
580
$80.6K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
70+ 71.43% |
$6.76K - $7.26K
|
168
$23.3K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
67+ 0.51% |
$6.47K - $6.95K
|
13.3K
$1.85M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
65+ 9.18% |
$6.27K - $6.74K
|
773
$107K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
57New |
$5.5K - $5.91K
|
57
$7.92K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
56New |
$5.4K - $5.81K
|
56
$7.78K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
54+ 3.89% |
$5.21K - $5.6K
|
1.44K
$200K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
53+ 1.49% |
$5.12K - $5.49K
|
3.6K
$500K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
50+ 2.23% |
$4.83K - $5.18K
|
2.29K
$318K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
47+ 1.2% |
$4.54K - $4.87K
|
3.97K
$551K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
47+ 35.34% |
$4.54K - $4.87K
|
180
$25K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
45+ 84.91% |
$4.34K - $4.67K
|
98
$13.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
44+ 0.87% |
$4.25K - $4.56K
|
5.1K
$709K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
41+ 43.16% |
$3.96K - $4.25K
|
136
$18.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
41+ 0.33% |
$3.96K - $4.25K
|
12.3K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
38New |
$3.67K - $3.94K
|
38
$5.28K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 42.35% |
$3.47K - $3.73K
|
121
$16.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
35+ 0.51% |
$3.38K - $3.63K
|
6.95K
$965K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
35+ 0.45% |
$3.38K - $3.63K
|
7.88K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.34% |
$3.28K - $3.52K
|
10.1K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
32+ 0.51% |
$3.09K - $3.32K
|
6.31K
$876K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
32+ 1.01% |
$3.09K - $3.32K
|
3.2K
$445K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
32+ 0.85% |
$3.09K - $3.32K
|
3.78K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
31+ 1.25% |
$2.99K - $3.21K
|
2.51K
$349K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
28+ 233.33% |
$2.7K - $2.9K
|
40
$5.56K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
20+ 0.74% |
$1.93K - $2.07K
|
2.73K
$380K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
20+ 0.42% |
$1.93K - $2.07K
|
4.77K
$663K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19+ 0.85% |
$1.83K - $1.97K
|
2.25K
$313K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
18+ 16.07% |
$1.74K - $1.87K
|
130
$18.1K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.38% |
$1.64K - $1.76K
|
4.53K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15+ 0.17% |
$1.45K - $1.56K
|
8.98K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
13New |
$1.25K - $1.35K
|
13
$1.81K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13New |
$1.25K - $1.35K
|
13
$1.81K
|