Purchases and Sales Made in Q4 2021 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
300+ 4.36% |
$29.6K - $32.1K
|
7.18K
$962K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
300+ 6.91% |
$29.6K - $32.1K
|
4.64K
$622K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
290+ 3.75% |
$28.6K - $31.1K
|
8.02K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
290+ 6.88% |
$28.6K - $31.1K
|
4.51K
$604K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
283+ 7.4% |
$27.9K - $30.3K
|
4.11K
$550K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
276+ 345.0% |
$27.2K - $29.6K
|
356
$47.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
272+ 0.95% |
$26.8K - $29.1K
|
28.9K
$3.88M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
269+ 3.17% |
$26.5K - $28.8K
|
8.74K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
269New |
$26.5K - $28.8K
|
269
$36.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
265+ 106.0% |
$26.1K - $28.4K
|
515
$69K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
265+ 0.33% |
$26.1K - $28.4K
|
80.8K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
264+ 4.98% |
$26K - $28.3K
|
5.57K
$746K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
255New |
$25.2K - $27.3K
|
255
$34.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
254+ 2.72% |
$25.1K - $27.2K
|
9.58K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
243+ 1.72% |
$24K - $26K
|
14.4K
$1.93M
|
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
227+ 4.45% |
$22.4K - $24.3K
|
5.33K
$714K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
226+ 1.96% |
$22.3K - $24.2K
|
11.8K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
226+ 10.75% |
$22.3K - $24.2K
|
2.33K
$312K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
212New |
$20.9K - $22.7K
|
212
$28.4K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200New |
$19.7K - $21.4K
|
200
$26.8K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
BUY
|
- |
200+ 4.95% |
$19.7K - $21.4K
|
4.24K
$568K
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
183New |
$18.1K - $19.6K
|
183
$24.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
183New |
$18.1K - $19.6K
|
183
$24.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
180+ 0.64% |
$17.8K - $19.3K
|
28.1K
$3.77M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
165+ 194.12% |
$16.3K - $17.7K
|
250
$33.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
164+ 16.84% |
$16.2K - $17.6K
|
1.14K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
159+ 10.41% |
$15.7K - $17K
|
1.69K
$226K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
157+ 0.1% |
$15.5K - $16.8K
|
162K
$21.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
152+ 7.29% |
$15K - $16.3K
|
2.24K
$300K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
152+ 0.29% |
$15K - $16.3K
|
52.9K
$7.08M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
141+ 0.27% |
$13.9K - $15.1K
|
52K
$6.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
141+ 3.32% |
$13.9K - $15.1K
|
4.39K
$588K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
139+ 1.78% |
$13.7K - $14.9K
|
7.93K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
135+ 1.09% |
$13.3K - $14.5K
|
12.6K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
130New |
$12.8K - $13.9K
|
130
$17.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
130New |
$12.8K - $13.9K
|
130
$17.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
123+ 0.94% |
$12.1K - $13.2K
|
13.2K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
123+ 3.85% |
$12.1K - $13.2K
|
3.32K
$445K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
123+ 0.79% |
$12.1K - $13.2K
|
15.7K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
122New |
$12K - $13.1K
|
122
$16.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
115New |
$11.3K - $12.3K
|
115
$15.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
114+ 0.21% |
$11.2K - $12.2K
|
55.1K
$7.38M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
110+ 0.7% |
$10.9K - $11.8K
|
15.8K
$2.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
108+ 2.88% |
$10.7K - $11.6K
|
3.86K
$517K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
107+ 3.26% |
$10.6K - $11.5K
|
3.39K
$455K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
107New |
$10.6K - $11.5K
|
107
$14.3K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
106New |
$10.5K - $11.4K
|
106
$14.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
103+ 1.71% |
$10.2K - $11K
|
6.13K
$822K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
101New |
$9.96K - $10.8K
|
101
$13.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
100+ 18.52% |
$9.86K - $10.7K
|
640
$85.8K
|