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
|
Bailard, Inc.
|
BUY
|
- |
944+ 28.57% |
$92.4K - $99.6K
|
4.25K
$606K
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
922+ 7.63% |
$90.2K - $97.3K
|
13K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
863+ 3.8% |
$84.4K - $91.1K
|
23.6K
$3.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
862+ 15.5% |
$84.3K - $91K
|
6.42K
$916K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
857+ 18.21% |
$83.8K - $90.4K
|
5.56K
$794K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
855+ 9.25% |
$83.7K - $90.2K
|
10.1K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
854+ 117.15% |
$83.6K - $90.1K
|
1.58K
$226K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
793+ 5.89% |
$77.6K - $83.7K
|
14.3K
$2.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
780+ 1.39% |
$76.3K - $82.3K
|
57.1K
$8.14M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
775+ 3.98% |
$75.8K - $81.8K
|
20.3K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
769+ 1.84% |
$75.2K - $81.2K
|
42.5K
$6.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
768+ 5.33% |
$75.1K - $81K
|
15.2K
$2.16M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
746+ 16.36% |
$73K - $78.7K
|
5.31K
$757K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
734+ 1.57% |
$71.8K - $77.5K
|
47.5K
$6.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
711+ 28.44% |
$69.6K - $75K
|
3.21K
$458K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
694+ 1.07% |
$67.9K - $73.2K
|
65.3K
$9.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
691+ 0.61% |
$67.6K - $72.9K
|
114K
$16.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
677+ 7.1% |
$66.2K - $71.4K
|
10.2K
$1.46M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
676+ 8.23% |
$66.1K - $71.3K
|
8.89K
$1.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
670+ 29.92% |
$65.6K - $70.7K
|
2.91K
$415K
|
|
|
Oct 14, 2021
Q3 2021
|
Xr Securities LLC
|
BUY
|
- |
669+ 24.0% |
$65.5K - $70.6K
|
3.46K
$493K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
633+ 148.24% |
$61.9K - $66.8K
|
1.06K
$151K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
632New |
$61.8K - $66.7K
|
632
$90.2K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
619+ 3.13% |
$60.6K - $65.3K
|
20.4K
$2.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
610+ 43.57% |
$59.7K - $64.4K
|
2.01K
$287K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
594+ 2.66% |
$58.1K - $62.7K
|
22.9K
$3.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
593+ 22.74% |
$58K - $62.6K
|
3.2K
$457K
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
591+ 0.23% |
$57.8K - $62.4K
|
263K
$37.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
579+ 4.35% |
$56.6K - $61.1K
|
13.9K
$1.98M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
576New |
$56.4K - $60.8K
|
576
$82.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
572+ 28.12% |
$56K - $60.4K
|
2.61K
$372K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
570+ 24.52% |
$55.8K - $60.2K
|
2.9K
$413K
|
|
|
Oct 19, 2021
Q3 2021
|
G&S Capital LLC
|
BUY
|
- |
565+ 1.43% |
$55.3K - $59.6K
|
40.2K
$5.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
547+ 9.85% |
$53.5K - $57.7K
|
6.1K
$871K
|
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
525+ 12.08% |
$51.4K - $55.4K
|
4.87K
$695K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
500+ 20.15% |
$48.9K - $52.8K
|
2.98K
$425K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
490+ 0.9% |
$47.9K - $51.7K
|
54.9K
$7.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
481+ 21.58% |
$47.1K - $50.8K
|
2.71K
$387K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
476+ 1.23% |
$46.6K - $50.2K
|
39.3K
$5.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
476+ 1.3% |
$46.6K - $50.2K
|
37.2K
$5.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
455+ 3.96% |
$44.5K - $48K
|
11.9K
$1.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
455+ 12.1% |
$44.5K - $48K
|
4.22K
$601K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
450+ 21.65% |
$44K - $47.5K
|
2.53K
$361K
|
|
|
Oct 08, 2021
Q3 2021
|
Platt Investment Counsel, LLC
|
BUY
|
- |
438+ 0.41% |
$42.9K - $46.2K
|
106K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
418+ 6.61% |
$40.9K - $44.1K
|
6.74K
$961K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
407+ 16.89% |
$39.8K - $43K
|
2.82K
$402K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400New |
$39.1K - $42.2K
|
400
$57.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
400+ 0.76% |
$39.1K - $42.2K
|
52.7K
$7.52M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
397New |
$38.8K - $41.9K
|
397
$56.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
396+ 10.88% |
$38.7K - $41.8K
|
4.04K
$576K
|