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
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
12.8KNew |
$1.26M - $1.37M
|
12.8K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
12.7K+ 5.83% |
$1.25M - $1.36M
|
230K
$30.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
12.6K+ 12.97% |
$1.25M - $1.35M
|
110K
$14.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
12.6KNew |
$1.24M - $1.34M
|
12.6K
$1.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.4KNew |
$1.22M - $1.33M
|
12.4K
$1.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Capitol Family Office, Inc.
|
BUY
|
- |
12.2KNew |
$1.21M - $1.31M
|
12.2K
$1.64M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.1KNew |
$1.19M - $1.3M
|
12.1K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
12KNew |
$1.19M - $1.29M
|
12K
$1.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11.9KNew |
$1.17M - $1.27M
|
11.9K
$1.59M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.9KNew |
$1.17M - $1.27M
|
11.9K
$1.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
11.8K+ 85.62% |
$1.16M - $1.26M
|
25.5K
$3.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
11.7K+ 15.39% |
$1.16M - $1.26M
|
87.9K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.7K+ 3252.37% |
$1.15M - $1.25M
|
12K
$1.61M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.6K+ 226.54% |
$1.15M - $1.25M
|
16.8K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.5K+ 20.09% |
$1.13M - $1.23M
|
68.8K
$9.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
11.3KNew |
$1.12M - $1.22M
|
11.3K
$1.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
11.2K+ 32.94% |
$1.11M - $1.2M
|
45.3K
$6.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11KNew |
$1.08M - $1.18M
|
11K
$1.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
10.9KNew |
$1.07M - $1.17M
|
10.9K
$1.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
10.8K+ 13.14% |
$1.07M - $1.16M
|
93.1K
$12.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 25.7% |
$1.05M - $1.14M
|
51.8K
$6.95M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.3K+ 36.1% |
$1.02M - $1.11M
|
39K
$5.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
10.3K+ 17.37% |
$1.02M - $1.11M
|
69.7K
$9.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.1KNew |
$997K - $1.08M
|
10.1K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10K+ 8.53% |
$988K - $1.07M
|
127K
$17.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
9.97K+ 17.95% |
$983K - $1.07M
|
65.5K
$8.77M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.85K+ 381.92% |
$971K - $1.05M
|
12.4K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
9.79K+ 5.57% |
$966K - $1.05M
|
186K
$24.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
9.52K+ 7.65% |
$939K - $1.02M
|
134K
$17.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.17K+ 8.77% |
$905K - $983K
|
114K
$15.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.16K+ 9.68% |
$904K - $982K
|
104K
$13.9M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.12K+ 16.87% |
$899K - $977K
|
63.2K
$8.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.1K+ 35.14% |
$898K - $975K
|
35K
$4.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.99K+ 416.26% |
$886K - $963K
|
11.1K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.85K+ 3.98% |
$873K - $948K
|
231K
$31M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.82K+ 2.71% |
$870K - $945K
|
335K
$44.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.76K+ 17.05% |
$864K - $938K
|
60.2K
$8.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.72K+ 9.75% |
$860K - $934K
|
98.1K
$13.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.7KNew |
$858K - $932K
|
8.7K
$1.17M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
8.37K+ 10.51% |
$826K - $897K
|
88K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.32KNew |
$820K - $891K
|
8.32K
$1.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
8.3K+ 134.42% |
$819K - $889K
|
14.5K
$1.94M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.29K+ 67.01% |
$818K - $888K
|
20.7K
$2.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8.13KNew |
$802K - $871K
|
8.13K
$1.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
8.09KNew |
$798K - $867K
|
8.09K
$1.08M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
8KNew |
$789K - $857K
|
8K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
7.83KNew |
$773K - $839K
|
7.83K
$1.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.82KNew |
$772K - $838K
|
7.82K
$1.05M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.68KNew |
$758K - $823K
|
7.68K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.64K+ 29.22% |
$753K - $818K
|
33.8K
$4.52M
|