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 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.19K+ 94.75% |
$117K - $127K
|
2.45K
$328K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
1.18K+ 8.83% |
$117K - $127K
|
14.6K
$1.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.18K+ 5.64% |
$116K - $126K
|
22K
$2.95M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.18K+ 16.09% |
$116K - $126K
|
8.48K
$1.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
1.13K+ 5.65% |
$111K - $121K
|
21.1K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
BUY
|
- |
1.11K+ 1.55% |
$109K - $118K
|
72.5K
$9.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1.1K+ 18.03% |
$109K - $118K
|
7.2K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.09K+ 0.83% |
$107K - $116K
|
131K
$17.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.08K+ 2.61% |
$107K - $116K
|
42.6K
$5.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
1.08K+ 33.7% |
$107K - $116K
|
4.29K
$575K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.07KNew |
$105K - $114K
|
1.07K
$143K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
1.06K+ 8.29% |
$105K - $114K
|
13.8K
$1.86M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
1.04K+ 1.82% |
$103K - $112K
|
58.1K
$7.79M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 5.48% |
$101K - $110K
|
19.8K
$2.65M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.02K+ 5.0% |
$101K - $109K
|
21.4K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
1.01KNew |
$99.5K - $108K
|
1.01K
$135K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.01K+ 48.77% |
$99.4K - $108K
|
3.08K
$412K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1K+ 71.45% |
$98.7K - $107K
|
2.4K
$322K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
999+ 60.69% |
$98.5K - $107K
|
2.65K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
995+ 2.64% |
$98.1K - $107K
|
38.6K
$5.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
946New |
$93.3K - $101K
|
946
$127K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
924+ 23.94% |
$91.1K - $99K
|
4.78K
$641K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
892+ 6.07% |
$88K - $95.6K
|
15.6K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
879New |
$86.7K - $94.2K
|
879
$118K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
856+ 29.57% |
$84.4K - $91.7K
|
3.75K
$503K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
826New |
$81.5K - $88.5K
|
826
$111K
|
|
|
Jan 13, 2022
Q4 2021
|
Platt Investment Counsel, LLC
|
BUY
|
- |
825+ 0.78% |
$81.4K - $88.4K
|
107K
$14.3M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
818+ 3.57% |
$80.7K - $87.6K
|
23.8K
$3.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
818+ 11.96% |
$80.7K - $87.6K
|
7.66K
$1.03M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
794+ 5.28% |
$78.3K - $85.1K
|
15.8K
$2.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
794+ 1.07% |
$78.3K - $85.1K
|
75.2K
$10.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
792+ 2.08% |
$78.1K - $84.8K
|
38.8K
$5.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
792+ 12.49% |
$78.1K - $84.8K
|
7.13K
$956K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
787+ 4.0% |
$77.6K - $84.3K
|
20.5K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
785+ 1.72% |
$77.4K - $84.1K
|
46.3K
$6.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
777+ 5.59% |
$76.6K - $83.2K
|
14.7K
$1.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
771+ 2.27% |
$76.1K - $82.6K
|
34.7K
$4.66M
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
771+ 8.67% |
$76.1K - $82.6K
|
9.66K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
737+ 1.02% |
$72.7K - $78.9K
|
72.7K
$9.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
724+ 5.06% |
$71.4K - $77.6K
|
15K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
722+ 26.19% |
$71.2K - $77.3K
|
3.48K
$466K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
722+ 3.18% |
$71.2K - $77.3K
|
23.4K
$3.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
720+ 7.97% |
$71K - $77.1K
|
9.76K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
715+ 15.56% |
$70.5K - $76.6K
|
5.31K
$712K
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
702+ 2.06% |
$69.2K - $75.2K
|
34.9K
$4.67M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
700New |
$69K - $75K
|
700
$93.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
697+ 4.03% |
$68.8K - $74.7K
|
18K
$2.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
689New |
$68K - $73.8K
|
689
$92.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
679+ 23.34% |
$67K - $72.7K
|
3.59K
$481K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
679+ 2.6% |
$67K - $72.7K
|
26.8K
$3.59M
|