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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
11New |
$941 - $1.12K
|
11
$1.56K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.44% |
$856 - $1.02K
|
2.3K
$326K
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10+ 0.43% |
$856 - $1.02K
|
2.32K
$329K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
9New |
$770 - $920
|
9
$1.27K
|
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
8+ 0.04% |
$684 - $817
|
21.5K
$3.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
7+ 0.28% |
$599 - $715
|
2.54K
$359K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.5% |
$599 - $715
|
1.41K
$200K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.15% |
$513 - $613
|
4.04K
$571K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6+ 0.01% |
$513 - $613
|
100K
$14.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 0.74% |
$428 - $511
|
680
$96.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$428 - $511
|
5
$708
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.07% |
$342 - $409
|
5.36K
$759K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.16% |
$257 - $307
|
1.84K
$261K
|
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
3+ 0.11% |
$257 - $307
|
2.75K
$389K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
3+ 0.76% |
$257 - $307
|
400
$56.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.44% |
$171 - $204
|
456
$64.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.02% |
$171 - $204
|
9.77K
$1.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 0.29% |
$171 - $204
|
702
$99.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$171 - $204
|
2.6K
$368K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.65% |
$171 - $204
|
310
$43.9K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.18% |
$171 - $204
|
1.14K
$162K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$85.6 - $102
|
8.7K
$1.23M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.02% |
$85.6 - $102
|
4.28K
$606K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$85.6 - $102
|
360
$51K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.25% |
$85.6 - $102
|
398
$56.4K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.59% |
$85.6 - $102
|
170
$24.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.83% |
$85.6 - $102
|
121
$17.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$85.6 - $102
|
1.04K
$147K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.31% |
$85.6 - $102
|
321
$45.5K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3- 0.04% |
$257 - $307
|
6.84K
$969K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5- 0.07% |
$428 - $511
|
7.44K
$1.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-5Closed |
$428 - $511
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-5- 0.17% |
$428 - $511
|
2.88K
$408K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-6- 5.31% |
$513 - $613
|
107
$15.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-6- 0.58% |
$513 - $613
|
1.03K
$145K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-7Closed |
$599 - $715
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7- 0.11% |
$599 - $715
|
6.32K
$894K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-8- 7.77% |
$684 - $817
|
95
$13.5K
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-12- 0.34% |
$1.03K - $1.23K
|
3.48K
$493K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14- 0.23% |
$1.2K - $1.43K
|
5.96K
$843K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-14- 0.36% |
$1.2K - $1.43K
|
3.91K
$554K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 0.95% |
$1.2K - $1.43K
|
1.46K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 1.86% |
$1.2K - $1.43K
|
740
$105K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-14- 0.06% |
$1.2K - $1.43K
|
21.9K
$3.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-14Closed |
$1.2K - $1.43K
|
0
$0
|