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 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-626- 5.47% |
$61.7K - $67.1K
|
10.8K
$1.45M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-629- 10.07% |
$62K - $67.4K
|
5.62K
$753K
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-630- 5.42% |
$62.1K - $67.5K
|
11K
$1.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
SELL
|
- |
-634- 1.38% |
$62.5K - $67.9K
|
45.4K
$6.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-641- 20.08% |
$63.2K - $68.7K
|
2.55K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-645- 1.11% |
$63.6K - $69.1K
|
57.3K
$7.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-680- 5.48% |
$67.1K - $72.8K
|
11.7K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-685- 21.0% |
$67.6K - $73.4K
|
2.58K
$345K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-692- 18.16% |
$68.3K - $74.1K
|
3.12K
$418K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-699- 10.16% |
$68.9K - $74.9K
|
6.18K
$828K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-704- 1.0% |
$69.4K - $75.4K
|
69.6K
$9.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-722- 7.41% |
$71.2K - $77.3K
|
9.02K
$1.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-731- 1.54% |
$72.1K - $78.3K
|
46.7K
$6.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-752- 70.94% |
$74.2K - $80.6K
|
308
$41.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-759- 8.65% |
$74.9K - $81.3K
|
8.01K
$1.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-765- 6.17% |
$75.5K - $81.9K
|
11.6K
$1.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-781- 2.6% |
$77K - $83.7K
|
29.2K
$3.92M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-795Closed |
$78.4K - $85.2K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-797- 18.63% |
$78.6K - $85.4K
|
3.48K
$466K
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-800- 1.46% |
$78.9K - $85.7K
|
54K
$7.24M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-855- 7.58% |
$84.3K - $91.6K
|
10.4K
$1.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-862- 11.66% |
$85K - $92.3K
|
6.53K
$875K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-887- 19.32% |
$87.5K - $95K
|
3.7K
$496K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-912- 4.62% |
$90K - $97.7K
|
18.8K
$2.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-959- 22.83% |
$94.6K - $103K
|
3.24K
$434K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-960- 11.41% |
$94.7K - $103K
|
7.45K
$998K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.02K- 34.12% |
$101K - $109K
|
1.97K
$264K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.02K- 34.12% |
$101K - $109K
|
1.97K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.03K- 43.34% |
$102K - $110K
|
1.35K
$181K
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.03K- 5.82% |
$102K - $111K
|
16.7K
$2.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.07K- 6.81% |
$106K - $115K
|
14.7K
$1.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.16K- 33.11% |
$114K - $124K
|
2.34K
$314K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.17K- 39.92% |
$115K - $125K
|
1.76K
$235K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.17K- 7.03% |
$116K - $125K
|
15.5K
$2.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.18K- 3.22% |
$116K - $127K
|
35.5K
$4.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.19K- 19.51% |
$117K - $128K
|
4.91K
$658K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.21K- 92.14% |
$119K - $129K
|
103
$13.8K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.22KClosed |
$120K - $130K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.28K- 4.32% |
$126K - $137K
|
28.3K
$3.8M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.29K- 35.89% |
$127K - $138K
|
2.3K
$309K
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-1.31K- 1.62% |
$129K - $140K
|
79.6K
$10.7M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 40.0% |
$130K - $141K
|
1.98K
$265K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.41K- 2.36% |
$139K - $151K
|
58.5K
$7.84M
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.44K- 1.24% |
$142K - $155K
|
115K
$15.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-1.45K- 0.75% |
$143K - $155K
|
191K
$25.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-1.52K- 16.26% |
$149K - $162K
|
7.81K
$1.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-1.53K- 11.92% |
$151K - $163K
|
11.3K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.58KClosed |
$156K - $170K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.66K- 29.61% |
$164K - $178K
|
3.94K
$528K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.77K- 1.88% |
$174K - $189K
|
92.4K
$12.4M
|