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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
17+ 0.21% |
$1.68K - $1.82K
|
7.95K
$1.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
17+ 0.37% |
$1.68K - $1.82K
|
4.67K
$669K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15+ 0.06% |
$1.48K - $1.61K
|
23.6K
$3.38M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14+ 14.74% |
$1.38K - $1.5K
|
109
$15.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
13+ 0.37% |
$1.28K - $1.39K
|
3.51K
$503K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
13New |
$1.28K - $1.39K
|
13
$1.86K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
13+ 1.43% |
$1.28K - $1.39K
|
925
$132K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
12+ 0.31% |
$1.18K - $1.29K
|
3.88K
$556K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
12+ 0.38% |
$1.18K - $1.29K
|
3.15K
$451K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.36% |
$1.18K - $1.29K
|
3.39K
$485K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11New |
$1.09K - $1.18K
|
11
$1.57K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
11+ 0.27% |
$1.09K - $1.18K
|
4.04K
$579K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.25% |
$1.09K - $1.18K
|
4.46K
$638K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 14.71% |
$986 - $1.07K
|
78
$11.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.54% |
$789 - $857
|
1.49K
$213K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.33% |
$690 - $750
|
2.13K
$306K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6+ 0.13% |
$592 - $643
|
4.51K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.19% |
$592 - $643
|
3.21K
$459K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.12% |
$493 - $536
|
4.03K
$576K
|
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
5+ 3.94% |
$493 - $536
|
132
$18.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.24% |
$493 - $536
|
2.09K
$299K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
5+ 0.13% |
$493 - $536
|
3.77K
$540K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5+ 0.17% |
$493 - $536
|
2.91K
$417K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.17% |
$197 - $214
|
1.19K
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$197 - $214
|
5.79K
$829K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.01% |
$98.6 - $107
|
8.8K
$1.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.63% |
$98.6 - $107
|
160
$22.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.42% |
$98.6 - $107
|
241
$34.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.33% |
$98.6 - $107
|
308
$44.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$98.6 - $107
|
8.7K
$1.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.49% |
$98.6 - $107
|
206
$29.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$98.6 - $107
|
699
$100K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.63% |
$98.6 - $107
|
161
$23.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.03% |
$98.6 - $107
|
3.81K
$546K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.23% |
$98.6 - $107
|
435
$62.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$98.6 - $107
|
2.09K
$299K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.02% |
$98.6 - $107
|
6.57K
$940K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.15% |
$98.6 - $107
|
679
$97.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.31% |
$98.6 - $107
|
320
$45.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1Closed |
$98.6 - $107
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 16.67% |
$98.6 - $107
|
5
$716
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-2- 0.02% |
$197 - $214
|
12.2K
$1.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3Closed |
$296 - $321
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-4- 0.06% |
$395 - $428
|
6.89K
$986K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4- 0.06% |
$395 - $428
|
6.74K
$964K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4- 0.22% |
$395 - $428
|
1.85K
$265K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-5- 0.09% |
$493 - $536
|
5.56K
$796K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5- 0.2% |
$493 - $536
|
2.49K
$357K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9- 0.69% |
$888 - $964
|
1.29K
$184K
|