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 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
7.45KNew |
$734K - $798K
|
7.45K
$998K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
7.43K+ 2.5% |
$733K - $796K
|
305K
$40.9M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
7.31KNew |
$721K - $783K
|
7.31K
$980K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
7.22KNew |
$712K - $773K
|
7.22K
$967K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.79K+ 3.68% |
$669K - $727K
|
191K
$25.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Kennicott Capital Management LLC
|
BUY
|
- |
6.63K+ 18.45% |
$654K - $710K
|
42.6K
$5.7M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.63KNew |
$654K - $710K
|
6.63K
$888K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
6.6KNew |
$651K - $707K
|
6.6K
$885K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.6K+ 4.71% |
$651K - $706K
|
147K
$19.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.48KNew |
$639K - $694K
|
6.48K
$868K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
6.43KNew |
$634K - $689K
|
6.43K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.32K+ 334.8% |
$624K - $677K
|
8.21K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.27K+ 1.6% |
$618K - $671K
|
397K
$53.3M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.23KNew |
$614K - $667K
|
6.23K
$834K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
6.22KNew |
$613K - $666K
|
6.22K
$833K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
6.21K+ 19.21% |
$612K - $665K
|
38.5K
$5.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
6.15K+ 27.25% |
$607K - $659K
|
28.7K
$3.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
6.14KNew |
$605K - $657K
|
6.14K
$822K
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
6.1K+ 279.77% |
$602K - $653K
|
8.28K
$1.11M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.93K+ 19.13% |
$585K - $635K
|
36.9K
$4.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.72KNew |
$565K - $613K
|
5.72K
$767K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.71K+ 10.19% |
$563K - $612K
|
61.7K
$8.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
5.69K+ 5.87% |
$561K - $610K
|
103K
$13.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.64K+ 81.28% |
$557K - $604K
|
12.6K
$1.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.6K+ 3.06% |
$552K - $599K
|
189K
$25.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
5.57KNew |
$550K - $597K
|
5.57K
$747K
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.47K+ 2.39% |
$539K - $586K
|
234K
$31.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
5.46KNew |
$539K - $585K
|
5.46K
$732K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.4KNew |
$532K - $578K
|
5.4K
$723K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
5.28K+ 8.11% |
$520K - $565K
|
70.3K
$9.43M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.14KNew |
$507K - $550K
|
5.14K
$688K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5.12K+ 2381.86% |
$505K - $549K
|
5.34K
$715K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
5.04K+ 10.22% |
$497K - $540K
|
54.3K
$7.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5K+ 37.76% |
$493K - $535K
|
18.2K
$2.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
4.94KNew |
$487K - $529K
|
4.94K
$662K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.9K+ 8.09% |
$483K - $524K
|
65.4K
$8.77M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
4.85K+ 10.22% |
$478K - $519K
|
52.3K
$7M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.8KNew |
$473K - $514K
|
4.8K
$643K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
4.79K+ 9.57% |
$472K - $513K
|
54.8K
$7.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.78K+ 7.61% |
$471K - $512K
|
67.5K
$9.05M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.77KNew |
$471K - $511K
|
4.77K
$640K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
4.69K+ 1.93% |
$463K - $502K
|
247K
$33.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
4.63K+ 166.06% |
$457K - $496K
|
7.42K
$994K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
4.63KNew |
$457K - $496K
|
4.63K
$620K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.62K+ 5.99% |
$455K - $495K
|
81.7K
$11M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.52KNew |
$446K - $484K
|
4.52K
$606K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4.5KNew |
$443K - $482K
|
4.5K
$602K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.48K+ 53.6% |
$442K - $480K
|
12.8K
$1.72M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
4.44KNew |
$438K - $476K
|
4.44K
$596K
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.39KNew |
$433K - $470K
|
4.39K
$588K
|