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 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
1.93KNew |
$190K - $206K
|
1.93K
$275K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.92KNew |
$190K - $206K
|
1.92K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.9K+ 39.16% |
$188K - $204K
|
6.76K
$965K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.9KNew |
$188K - $204K
|
1.9K
$271K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.9KNew |
$187K - $204K
|
1.9K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
1.9KNew |
$187K - $203K
|
1.9K
$270K
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$187K - $203K
|
1.89K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
1.89KNew |
$186K - $202K
|
1.89K
$269K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.89KNew |
$186K - $202K
|
1.89K
$269K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
1.85K+ 3.64% |
$182K - $198K
|
52.5K
$7.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.83K+ 59.8% |
$181K - $196K
|
4.9K
$699K
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.82K+ 0.69% |
$179K - $194K
|
265K
$37.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
1.81K+ 6.23% |
$179K - $194K
|
30.9K
$4.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.81K+ 48.72% |
$178K - $194K
|
5.52K
$787K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.77K+ 33.14% |
$174K - $189K
|
7.09K
$1.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1.75K+ 4.65% |
$172K - $187K
|
39.3K
$5.61M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
1.74KNew |
$171K - $186K
|
1.74K
$248K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.73K+ 1.08% |
$171K - $185K
|
161K
$23M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.72K+ 7.51% |
$169K - $184K
|
24.6K
$3.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.68K+ 14.82% |
$165K - $179K
|
13K
$1.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.65K+ 2.93% |
$162K - $176K
|
57.7K
$8.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.63K+ 30.18% |
$160K - $174K
|
7.01K
$1M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.62KNew |
$160K - $174K
|
1.62K
$232K
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1.61K+ 4.86% |
$159K - $172K
|
34.7K
$4.95M
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.59K+ 3.23% |
$157K - $171K
|
50.9K
$7.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.57KNew |
$155K - $168K
|
1.57K
$224K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.56K+ 3540.91% |
$154K - $167K
|
1.6K
$229K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.54K+ 65.24% |
$151K - $164K
|
3.89K
$555K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.51K+ 7.19% |
$149K - $162K
|
22.5K
$3.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.51K+ 8.02% |
$149K - $161K
|
20.3K
$2.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.5K+ 252.1% |
$148K - $161K
|
2.1K
$299K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.49KNew |
$147K - $160K
|
1.49K
$213K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.47K+ 41.27% |
$145K - $157K
|
5.03K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.45K+ 31.55% |
$143K - $155K
|
6.05K
$863K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.43KNew |
$141K - $153K
|
1.43K
$204K
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.43K+ 15.88% |
$141K - $153K
|
10.4K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.43KNew |
$141K - $153K
|
1.43K
$204K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
1.41K+ 52.24% |
$139K - $151K
|
4.12K
$587K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.39KNew |
$138K - $149K
|
1.39K
$199K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.37K+ 15.7% |
$135K - $147K
|
10.1K
$1.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.36KNew |
$134K - $146K
|
1.36K
$194K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.35K+ 3461.54% |
$133K - $145K
|
1.39K
$198K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.33KNew |
$131K - $143K
|
1.33K
$190K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.3K+ 1.99% |
$128K - $139K
|
66.6K
$9.5M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.27K+ 10.38% |
$125K - $136K
|
13.5K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.26K+ 35.67% |
$124K - $135K
|
4.78K
$681K
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.25K+ 43.76% |
$123K - $134K
|
4.1K
$585K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.24K+ 30.82% |
$123K - $133K
|
5.28K
$753K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.24K+ 8.92% |
$122K - $132K
|
15.1K
$2.15M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.2K+ 26.64% |
$118K - $129K
|
5.7K
$814K
|