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 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.38KNew |
$432K - $469K
|
4.38K
$608K
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.35K+ 3.7% |
$429K - $466K
|
122K
$17M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.35K+ 10.28% |
$429K - $466K
|
46.7K
$6.48M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.29K+ 13.82% |
$423K - $460K
|
35.3K
$4.91M
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
4.08K+ 2.17% |
$402K - $437K
|
192K
$26.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.06K+ 8.53% |
$401K - $435K
|
51.7K
$7.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.95KNew |
$389K - $423K
|
3.95K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
3.92KNew |
$387K - $420K
|
3.92K
$545K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.87KNew |
$381K - $414K
|
3.87K
$537K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.72K+ 4.0% |
$366K - $398K
|
96.6K
$13.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
3.67K+ 1625.22% |
$362K - $393K
|
3.9K
$542K
|
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
3.65KNew |
$360K - $391K
|
3.65K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.62K+ 6.75% |
$357K - $388K
|
57.2K
$7.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.56K+ 14.5% |
$351K - $382K
|
28.1K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.52KNew |
$347K - $377K
|
3.52K
$489K
|
|
|
Feb 03, 2022
Q4 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
3.5KNew |
$345K - $375K
|
3.5K
$486K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.48K+ 6.5% |
$343K - $373K
|
57K
$7.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$336K - $365K
|
3.41K
$474K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.38KNew |
$334K - $362K
|
3.38K
$470K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3.3K+ 6.37% |
$326K - $354K
|
55.2K
$7.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.27K+ 5.89% |
$322K - $350K
|
58.8K
$8.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.24K+ 2.83% |
$319K - $347K
|
118K
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.23KNew |
$318K - $345K
|
3.23K
$448K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 81.01% |
$314K - $341K
|
7.12K
$989K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
3.16K+ 8.06% |
$311K - $338K
|
42.3K
$5.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.13KNew |
$309K - $335K
|
3.13K
$435K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.11KNew |
$306K - $333K
|
3.11K
$431K
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.05KNew |
$301K - $327K
|
3.05K
$424K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3.04KNew |
$300K - $326K
|
3.04K
$422K
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3KNew |
$296K - $322K
|
3K
$417K
|
|
|
Feb 07, 2022
Q4 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3K+ 19.01% |
$296K - $321K
|
18.8K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.99K+ 25.66% |
$295K - $320K
|
14.6K
$2.04M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.99K+ 25.66% |
$295K - $320K
|
14.6K
$2.04M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.99K+ 56.32% |
$295K - $320K
|
8.3K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
2.95K+ 17.67% |
$290K - $315K
|
19.6K
$2.72M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
2.94K+ 6.06% |
$290K - $315K
|
51.5K
$7.15M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.93K+ 14.71% |
$289K - $314K
|
22.9K
$3.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.93K+ 3.32% |
$289K - $314K
|
91.3K
$12.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.92K+ 22.49% |
$288K - $313K
|
15.9K
$2.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.9KNew |
$286K - $310K
|
2.9K
$402K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.89KNew |
$285K - $309K
|
2.89K
$401K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.89K+ 2.23% |
$285K - $309K
|
132K
$18.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.89KNew |
$285K - $309K
|
2.89K
$401K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
2.87K+ 1.53% |
$283K - $308K
|
191K
$26.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.86KNew |
$282K - $306K
|
2.86K
$397K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.81K+ 122.27% |
$277K - $301K
|
5.11K
$710K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.78K+ 370.53% |
$274K - $298K
|
3.53K
$490K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.77K+ 132.89% |
$273K - $297K
|
4.85K
$674K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
2.77K+ 6.78% |
$273K - $296K
|
43.6K
$6.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.74K+ 20.06% |
$270K - $294K
|
16.4K
$2.28M
|