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 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.69K+ 28.2% |
$263K - $284K
|
12.2K
$1.7M
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
2.64K+ 53.5% |
$258K - $279K
|
7.58K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.6K+ 44.97% |
$254K - $274K
|
8.37K
$1.16M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.58KNew |
$252K - $272K
|
2.58K
$358K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.56KNew |
$251K - $271K
|
2.56K
$356K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
2.5K+ 0.85% |
$244K - $264K
|
298K
$41.3M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.47K+ 8.54% |
$242K - $261K
|
31.4K
$4.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.45K+ 1.91% |
$239K - $258K
|
130K
$18.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
BUY
|
- |
2.43KNew |
$238K - $257K
|
2.43K
$338K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.43K+ 1.54% |
$237K - $256K
|
160K
$22.2M
|
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.42K+ 34.99% |
$236K - $255K
|
9.32K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.4K+ 33.06% |
$235K - $253K
|
9.67K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2.38KNew |
$233K - $251K
|
2.38K
$331K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.37KNew |
$232K - $250K
|
2.37K
$329K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.36K+ 117.15% |
$231K - $249K
|
4.38K
$609K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.35KNew |
$230K - $248K
|
2.35K
$327K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.33K+ 25.02% |
$228K - $246K
|
11.7K
$1.62M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.33K+ 25.02% |
$228K - $246K
|
11.7K
$1.62M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
2.32K+ 16.16% |
$227K - $245K
|
16.7K
$2.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.32K+ 62.76% |
$227K - $245K
|
6.01K
$835K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.31K+ 257.54% |
$226K - $243K
|
3.2K
$445K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.26K+ 4.12% |
$221K - $239K
|
57.3K
$7.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.26KNew |
$221K - $238K
|
2.26K
$313K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.25K+ 106.67% |
$221K - $238K
|
4.37K
$607K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
2.25KNew |
$220K - $237K
|
2.25K
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
2.23KNew |
$218K - $235K
|
2.23K
$309K
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$215K - $232K
|
2.2K
$306K
|
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.18KNew |
$213K - $230K
|
2.18K
$303K
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
2.17K+ 4.37% |
$212K - $229K
|
51.8K
$7.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.14K+ 63.1% |
$210K - $226K
|
5.54K
$770K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.11KNew |
$206K - $222K
|
2.11K
$293K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.09KNew |
$204K - $220K
|
2.09K
$290K
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.09KNew |
$204K - $220K
|
2.09K
$290K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.09KNew |
$204K - $220K
|
2.09K
$290K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.06K+ 2.18% |
$202K - $218K
|
96.8K
$13.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
2.06K+ 35.95% |
$201K - $217K
|
7.79K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.05K+ 40.76% |
$201K - $216K
|
7.08K
$984K
|
|
|
Oct 28, 2021
Q3 2021
|
Innova Wealth Partners
|
BUY
|
- |
2.05K+ 4.11% |
$200K - $216K
|
51.8K
$7.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.04K+ 2.55% |
$200K - $216K
|
82.3K
$11.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.03K+ 10.68% |
$198K - $214K
|
21K
$2.92M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.02K+ 26.17% |
$198K - $213K
|
9.74K
$1.35M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.99K+ 16.76% |
$195K - $210K
|
13.9K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.97K+ 8.77% |
$192K - $208K
|
24.4K
$3.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.97K+ 16.8% |
$192K - $207K
|
13.7K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.9K+ 8.56% |
$186K - $200K
|
24K
$3.34M
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.87K+ 9.84% |
$183K - $197K
|
20.8K
$2.9M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.85K+ 5.01% |
$181K - $195K
|
38.7K
$5.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.83K+ 9.12% |
$179K - $193K
|
21.9K
$3.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.82K+ 3.68% |
$178K - $192K
|
51.3K
$7.12M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.82K+ 4.87% |
$178K - $192K
|
39.2K
$5.45M
|