Purchases and Sales Made in Q3 2022 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 2022. 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 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-683- 39.41% |
$56.6K - $68.7K
|
1.05K
$149K
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-691- 11.63% |
$57.2K - $69.5K
|
5.25K
$744K
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-708- 4.77% |
$58.7K - $71.2K
|
14.1K
$2M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-716- 45.0% |
$59.3K - $72K
|
875
$124K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-732- 14.43% |
$60.6K - $73.6K
|
4.34K
$615K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-764- 8.2% |
$63.3K - $76.8K
|
8.55K
$1.21M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-767- 8.13% |
$63.5K - $77.1K
|
8.67K
$1.23M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-795Closed |
$65.9K - $79.9K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-800- 8.51% |
$66.3K - $80.4K
|
8.61K
$1.22M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-800- 4.94% |
$66.3K - $80.4K
|
15.4K
$2.18M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-830- 9.66% |
$68.8K - $83.4K
|
7.77K
$1.1M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-842- 4.55% |
$69.8K - $84.6K
|
17.7K
$2.5M
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-845- 21.53% |
$70K - $84.9K
|
3.08K
$436K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-846- 20.67% |
$70.1K - $85K
|
3.25K
$460K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-850- 72.84% |
$70.4K - $85.5K
|
317
$44.9K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-860- 16.78% |
$71.2K - $86.5K
|
4.27K
$604K
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-893Closed |
$74K - $89.8K
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-901- 91.29% |
$74.6K - $90.6K
|
86
$12.2K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-920- 2.34% |
$76.2K - $92.5K
|
38.4K
$5.44M
|
|
Oct 13, 2022
Q3 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-941- 8.61% |
$78K - $94.6K
|
9.99K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-955- 7.01% |
$79.1K - $96K
|
12.7K
$1.79M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-963- 0.96% |
$79.8K - $96.8K
|
99.3K
$14.1M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-970- 14.29% |
$80.4K - $97.5K
|
5.82K
$824K
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-975- 9.2% |
$80.8K - $98K
|
9.63K
$1.36M
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-985- 11.08% |
$81.6K - $99K
|
7.91K
$1.12M
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.03K- 2.16% |
$85.2K - $103K
|
46.6K
$6.6M
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.06K- 28.68% |
$87.4K - $106K
|
2.62K
$372K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.11K- 11.85% |
$91.9K - $111K
|
8.25K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.11K- 29.04% |
$91.9K - $111K
|
2.71K
$384K
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.14K- 8.26% |
$94.7K - $115K
|
12.7K
$1.8M
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.17K- 0.56% |
$96.9K - $118K
|
208K
$29.5M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.23K- 27.02% |
$102K - $124K
|
3.32K
$471K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.27K- 58.42% |
$105K - $127K
|
901
$128K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.31K- 4.71% |
$108K - $131K
|
26.4K
$3.74M
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.32K- 7.65% |
$110K - $133K
|
16K
$2.26M
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.39K- 9.12% |
$115K - $140K
|
13.8K
$1.96M
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.4K- 10.59% |
$116K - $141K
|
11.8K
$1.67M
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.42K- 5.65% |
$118K - $143K
|
23.7K
$3.35M
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-1.43K- 6.83% |
$118K - $144K
|
19.5K
$2.76M
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.44KClosed |
$119K - $145K
|
0
$0
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.46K- 3.59% |
$121K - $147K
|
39.2K
$5.56M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.49K- 3.32% |
$123K - $150K
|
43.3K
$6.13M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-1.49K- 2.84% |
$124K - $150K
|
51.1K
$7.23M
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.5K- 12.67% |
$124K - $151K
|
10.3K
$1.46M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-1.5K- 4.85% |
$124K - $151K
|
29.4K
$4.17M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.59K- 18.01% |
$131K - $159K
|
7.22K
$1.02M
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.64K- 2.84% |
$136K - $165K
|
55.9K
$7.92M
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-1.65K- 24.47% |
$137K - $166K
|
5.1K
$722K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.71K- 35.06% |
$142K - $172K
|
3.18K
$450K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.74K- 33.01% |
$144K - $175K
|
3.53K
$500K
|