Purchases and Sales Made in Q2 2022 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
122+ 4.08% |
$10.4K - $12.5K
|
3.11K
$440K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
117+ 1.07% |
$10K - $12K
|
11K
$1.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
110+ 2.13% |
$9.41K - $11.2K
|
5.27K
$746K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
108+ 7.18% |
$9.24K - $11K
|
1.61K
$228K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
104+ 4.33% |
$8.9K - $10.6K
|
2.51K
$355K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
101+ 3.92% |
$8.64K - $10.3K
|
2.68K
$379K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 24.51% |
$8.56K - $10.2K
|
508
$71.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
100+ 47.62% |
$8.56K - $10.2K
|
310
$43.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
100+ 2.0% |
$8.56K - $10.2K
|
5.09K
$721K
|
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
95+ 3.63% |
$8.13K - $9.71K
|
2.71K
$384K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
94+ 2.27% |
$8.04K - $9.6K
|
4.24K
$600K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
90+ 0.5% |
$7.7K - $9.2K
|
18.2K
$2.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
88New |
$7.53K - $8.99K
|
88
$12.5K
|
|
|
Jul 12, 2022
Q2 2022
|
Iam Advisory, LLC
|
BUY
|
- |
85+ 3.65% |
$7.27K - $8.69K
|
2.41K
$342K
|
|
|
Jul 11, 2022
Q2 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
84+ 0.2% |
$7.19K - $8.58K
|
41.9K
$5.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
83+ 0.09% |
$7.1K - $8.48K
|
95.6K
$13.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
77+ 0.86% |
$6.59K - $7.87K
|
9.05K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
71+ 7.2% |
$6.07K - $7.25K
|
1.06K
$150K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
71New |
$6.07K - $7.25K
|
71
$10.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
68+ 1.75% |
$5.82K - $6.95K
|
3.95K
$560K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
58+ 1.31% |
$4.96K - $5.93K
|
4.49K
$635K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57+ 3.84% |
$4.88K - $5.82K
|
1.54K
$218K
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
57+ 0.37% |
$4.88K - $5.82K
|
15.3K
$2.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
55+ 9.57% |
$4.71K - $5.62K
|
630
$89.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
52+ 1.61% |
$4.45K - $5.31K
|
3.29K
$465K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
52+ 1.61% |
$4.45K - $5.31K
|
3.29K
$465K
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.69% |
$4.28K - $5.11K
|
7.31K
$1.03M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
50+ 1.05% |
$4.28K - $5.11K
|
4.8K
$679K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
48+ 0.13% |
$4.11K - $4.9K
|
38.1K
$5.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
46+ 8.3% |
$3.94K - $4.7K
|
600
$85K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
46New |
$3.94K - $4.7K
|
46
$6.51K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
43+ 3.61% |
$3.68K - $4.39K
|
1.23K
$175K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
40New |
$3.42K - $4.09K
|
40
$5.66K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 13.33% |
$3.42K - $4.09K
|
340
$48.1K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
39+ 162.5% |
$3.34K - $3.99K
|
63
$8.92K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
39New |
$3.34K - $3.99K
|
39
$5.52K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
37+ 0.54% |
$3.17K - $3.78K
|
6.91K
$978K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 3.76% |
$2.74K - $3.27K
|
883
$125K
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
29+ 0.17% |
$2.48K - $2.96K
|
17.3K
$2.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
26+ 0.87% |
$2.22K - $2.66K
|
3K
$425K
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
24+ 0.56% |
$2.05K - $2.45K
|
4.32K
$611K
|
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21+ 0.54% |
$1.8K - $2.15K
|
3.95K
$559K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
20+ 0.43% |
$1.71K - $2.04K
|
4.71K
$666K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
17+ 0.4% |
$1.45K - $1.74K
|
4.26K
$603K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
15+ 0.33% |
$1.28K - $1.53K
|
4.53K
$642K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 0.44% |
$1.2K - $1.43K
|
3.17K
$449K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.1% |
$1.11K - $1.33K
|
13.1K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12+ 0.3% |
$1.03K - $1.23K
|
4.06K
$575K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
12+ 0.28% |
$1.03K - $1.23K
|
4.23K
$599K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
11+ 0.39% |
$941 - $1.12K
|
2.82K
$399K
|