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
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
395New |
$38.6K - $41.7K
|
395
$54.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
389+ 1.09% |
$38.1K - $41.1K
|
35.9K
$4.99M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
383New |
$37.5K - $40.4K
|
383
$53.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
382+ 6.85% |
$37.4K - $40.3K
|
5.96K
$828K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
376+ 0.32% |
$36.8K - $39.7K
|
117K
$16.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
369+ 24.82% |
$36.1K - $38.9K
|
1.86K
$258K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
364+ 1.25% |
$35.6K - $38.4K
|
29.4K
$4.09M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
356+ 109.54% |
$34.8K - $37.6K
|
681
$94.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
353+ 18.99% |
$34.5K - $37.3K
|
2.21K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
348+ 11.42% |
$34K - $36.7K
|
3.39K
$472K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
348New |
$34K - $36.7K
|
348
$48.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
335+ 2.95% |
$32.8K - $35.4K
|
11.7K
$1.63M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
319+ 0.84% |
$31.2K - $33.7K
|
38.1K
$5.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
311+ 1.27% |
$30.4K - $32.8K
|
24.9K
$3.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
307New |
$30K - $32.4K
|
307
$42.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
305+ 7.48% |
$29.8K - $32.2K
|
4.38K
$609K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
301+ 2.04% |
$29.4K - $31.8K
|
15K
$2.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
272+ 6.3% |
$26.6K - $28.7K
|
4.59K
$638K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
269+ 8.33% |
$26.3K - $28.4K
|
3.5K
$486K
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
BUY
|
- |
265+ 10.01% |
$25.9K - $28K
|
2.91K
$405K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
260+ 55.32% |
$25.4K - $27.4K
|
730
$101K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
259+ 32.17% |
$25.3K - $27.3K
|
1.06K
$148K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
255+ 7.38% |
$24.9K - $26.9K
|
3.71K
$515K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
251+ 2.1% |
$24.6K - $26.5K
|
12.2K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
250New |
$24.5K - $26.4K
|
250
$34.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
243+ 10.35% |
$23.8K - $25.6K
|
2.59K
$360K
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
236+ 1.79% |
$23.1K - $24.9K
|
13.4K
$1.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Hershey Trust CO
Hershey, PA |
BUY
|
- |
230+ 0.13% |
$22.5K - $24.3K
|
184K
$25.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
216+ 1.17% |
$21.1K - $22.8K
|
18.7K
$2.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
214New |
$20.9K - $22.6K
|
214
$29.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
209+ 5.47% |
$20.4K - $22.1K
|
4.03K
$560K
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
209+ 4.93% |
$20.4K - $22.1K
|
4.45K
$618K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
201+ 11.91% |
$19.7K - $21.2K
|
1.89K
$262K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 14.81% |
$19.6K - $21.1K
|
1.55K
$215K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
194+ 1.18% |
$19K - $20.5K
|
16.7K
$2.32M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
186New |
$18.2K - $19.6K
|
186
$25.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
186+ 1.49% |
$18.2K - $19.6K
|
12.7K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
177+ 54.97% |
$17.3K - $18.7K
|
499
$69.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
175+ 3.09% |
$17.1K - $18.5K
|
5.84K
$811K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
175+ 1.97% |
$17.1K - $18.5K
|
9.04K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
174+ 3.91% |
$17K - $18.4K
|
4.63K
$643K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
173+ 411.9% |
$16.9K - $18.3K
|
215
$29.9K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
168New |
$16.4K - $17.7K
|
168
$23.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
165+ 119.57% |
$16.1K - $17.4K
|
303
$42.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
158+ 6.05% |
$15.5K - $16.7K
|
2.77K
$385K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
158+ 3.06% |
$15.5K - $16.7K
|
5.33K
$740K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
152+ 4.24% |
$14.9K - $16K
|
3.74K
$520K
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
152+ 11.76% |
$14.9K - $16K
|
1.44K
$201K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
149+ 0.66% |
$14.6K - $15.7K
|
22.8K
$3.17M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
137+ 1.16% |
$13.4K - $14.5K
|
12K
$1.67M
|