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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.47K+ 3.14% |
$535K - $577K
|
179K
$23.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Cowen And Company, LLC
|
BUY
|
- |
5.33K+ 1.07% |
$522K - $563K
|
505K
$65.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.32K+ 50.77% |
$520K - $561K
|
15.8K
$2.05M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.15K+ 26.51% |
$504K - $543K
|
24.6K
$3.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.11KNew |
$500K - $539K
|
5.11K
$665K
|
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
5.1KNew |
$499K - $538K
|
5.1K
$664K
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
5.08KNew |
$497K - $536K
|
5.08K
$661K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.08KNew |
$497K - $536K
|
5.08K
$661K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.07K+ 5.68% |
$496K - $535K
|
94.2K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
5KNew |
$489K - $528K
|
5K
$651K
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
4.97K+ 13.89% |
$486K - $524K
|
40.7K
$5.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.88K+ 22.98% |
$478K - $515K
|
26.1K
$3.4M
|
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.77K+ 4.23% |
$467K - $503K
|
118K
$15.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.66K+ 112.01% |
$456K - $492K
|
8.83K
$1.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
4.48K+ 2.44% |
$439K - $473K
|
188K
$24.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.37K+ 7155.74% |
$427K - $461K
|
4.43K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.34K+ 3.2% |
$425K - $458K
|
140K
$18.2M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.27K+ 140.8% |
$418K - $451K
|
7.3K
$950K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.11K+ 10.77% |
$402K - $434K
|
42.3K
$5.51M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.07K+ 1207.72% |
$398K - $430K
|
4.41K
$574K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.06K+ 2.61% |
$397K - $428K
|
160K
$20.8M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
4.04KNew |
$395K - $426K
|
4.04K
$526K
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.03K+ 2.25% |
$395K - $426K
|
183K
$23.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
3.96K+ 1.78% |
$388K - $418K
|
227K
$29.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.94K+ 8.3% |
$385K - $416K
|
51.4K
$6.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.93K+ 9.44% |
$384K - $414K
|
45.5K
$5.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
3.87KNew |
$379K - $408K
|
3.87K
$504K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.84K+ 51.63% |
$376K - $406K
|
11.3K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.82K+ 7.39% |
$374K - $403K
|
55.5K
$7.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.77K+ 119.02% |
$369K - $398K
|
6.94K
$904K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.65K+ 10.81% |
$357K - $385K
|
37.4K
$4.86M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
3.53K+ 19.24% |
$346K - $373K
|
21.9K
$2.85M
|
|
|
Jan 30, 2025
Q3 2021
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
3.5KNew |
$342K - $369K
|
3.5K
$456K
|
|
|
Oct 19, 2021
Q3 2021
|
Tamar Securities, LLC
|
BUY
|
- |
3.48K+ 5.12% |
$340K - $367K
|
71.4K
$9.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.42KNew |
$334K - $361K
|
3.42K
$445K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.33K+ 2.71% |
$325K - $351K
|
126K
$16.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.3KNew |
$323K - $348K
|
3.3K
$429K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
3.24K+ 10.84% |
$317K - $341K
|
33.1K
$4.31M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.23K+ 7.34% |
$316K - $341K
|
47.3K
$6.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.23K+ 6.41% |
$316K - $341K
|
53.6K
$6.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.19KNew |
$312K - $337K
|
3.19K
$415K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.14K+ 3.43% |
$307K - $331K
|
94.6K
$12.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.95K+ 4.43% |
$288K - $311K
|
69.5K
$9.05M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.94K+ 4.91% |
$287K - $310K
|
62.7K
$8.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.9K+ 119.59% |
$284K - $306K
|
5.33K
$693K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
2.89K+ 1.56% |
$283K - $305K
|
188K
$24.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
2.89KNew |
$282K - $304K
|
2.89K
$375K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.84K+ 17.09% |
$278K - $300K
|
19.5K
$2.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.76K+ 18.85% |
$270K - $291K
|
17.4K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 43.48% |
$269K - $291K
|
9.09K
$1.18M
|