Purchases and Sales Made in Q3 2021 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
17+ 0.55% |
$1.66K - $1.79K
|
3.11K
$404K
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
15+ 0.32% |
$1.47K - $1.58K
|
4.65K
$606K
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13+ 0.16% |
$1.27K - $1.37K
|
7.94K
$1.03M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13New |
$1.27K - $1.37K
|
13
$1.69K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
11+ 0.32% |
$1.08K - $1.16K
|
3.5K
$455K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 1.06% |
$978 - $1.06K
|
949
$124K
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
10+ 0.32% |
$978 - $1.06K
|
3.14K
$408K
|
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10+ 0.3% |
$978 - $1.06K
|
3.37K
$438K
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
8+ 0.05% |
$783 - $844
|
14.9K
$1.94M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
8+ 0.38% |
$783 - $844
|
2.1K
$273K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8+ 0.13% |
$783 - $844
|
6.34K
$825K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.33% |
$685 - $739
|
2.13K
$277K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6New |
$587 - $633
|
6
$781
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.1% |
$489 - $528
|
5.01K
$653K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
5+ 0.1% |
$489 - $528
|
5.01K
$652K
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5+ 0.18% |
$489 - $528
|
2.86K
$372K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.32% |
$391 - $422
|
1.26K
$163K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.34% |
$294 - $317
|
882
$115K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3New |
$294 - $317
|
3
$390
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$196 - $211
|
7.79K
$1.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.21% |
$196 - $211
|
974
$127K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.06% |
$196 - $211
|
3.37K
$438K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.17% |
$196 - $211
|
1.19K
$154K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$97.8 - $106
|
3.79K
$494K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.02% |
$97.8 - $106
|
6.17K
$803K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.31% |
$97.8 - $106
|
319
$41.5K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 1.11% |
$97.8 - $106
|
91
$11.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.47% |
$97.8 - $106
|
216
$28.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$97.8 - $106
|
1
$130
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.04% |
$97.8 - $106
|
2.26K
$294K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.42% |
$97.8 - $106
|
240
$31.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 1.89% |
$97.8 - $106
|
54
$7.03K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1+ 0.05% |
$97.8 - $106
|
2.07K
$269K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2- 0.03% |
$196 - $211
|
6.73K
$876K
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2- -0.0% |
$196 - $211
|
82.9K
$10.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.1% |
$196 - $211
|
2.07K
$269K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-3- -0.0% |
$294 - $317
|
65.1K
$8.47M
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-3Closed |
$294 - $317
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.1% |
$587 - $633
|
6.17K
$803K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.08% |
$783 - $844
|
9.95K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8- 0.37% |
$783 - $844
|
2.18K
$283K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-18- 0.34% |
$1.76K - $1.9K
|
5.31K
$691K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 0.41% |
$1.96K - $2.11K
|
4.89K
$636K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21- 0.51% |
$2.05K - $2.22K
|
4.13K
$537K
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-22- 0.93% |
$2.15K - $2.32K
|
2.34K
$305K
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
SELL
|
- |
-24- 0.08% |
$2.35K - $2.53K
|
28.7K
$3.73M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
SELL
|
- |
-25- 0.38% |
$2.45K - $2.64K
|
6.6K
$859K
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-25- 0.59% |
$2.45K - $2.64K
|
4.2K
$547K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.25% |
$2.94K - $3.17K
|
11.9K
$1.54M
|