Purchases and Sales Made in Q4 2022 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.73K- 29.65% |
$147K - $177K
|
4.11K
$544K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.75K- 31.97% |
$148K - $179K
|
3.72K
$492K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.75K- 31.97% |
$148K - $179K
|
3.72K
$492K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.76K- 20.61% |
$149K - $180K
|
6.76K
$896K
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.8K- 41.86% |
$153K - $184K
|
2.5K
$331K
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-1.85K- 10.37% |
$156K - $189K
|
16K
$2.11M
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.87K- 43.11% |
$159K - $191K
|
2.47K
$327K
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.95K- 33.57% |
$165K - $200K
|
3.86K
$511K
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.95KClosed |
$165K - $200K
|
0
$0
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-2.04K- 8.49% |
$173K - $209K
|
22K
$2.92M
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-2.05K- 10.67% |
$173K - $209K
|
17.1K
$2.27M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 35.64% |
$178K - $216K
|
3.8K
$504K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.16K- 48.83% |
$183K - $221K
|
2.26K
$299K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.17K- 5.23% |
$184K - $222K
|
39.3K
$5.21M
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-2.32K- 0.98% |
$196K - $237K
|
233K
$30.9M
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.37K- 8.59% |
$200K - $242K
|
25.2K
$3.33M
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-2.38K- 0.71% |
$202K - $243K
|
334K
$44.3M
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.39K- 19.04% |
$202K - $244K
|
10.1K
$1.34M
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-2.41K- 7.32% |
$204K - $247K
|
30.6K
$4.05M
|
|
Jan 17, 2023
Q4 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-2.45K- 2.55% |
$207K - $251K
|
93.7K
$12.4M
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.47K- 10.43% |
$209K - $253K
|
21.2K
$2.81M
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.49K- 3.82% |
$211K - $255K
|
62.6K
$8.3M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.5K- 3.06% |
$211K - $255K
|
79.1K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-2.6K- 4.65% |
$220K - $266K
|
53.3K
$7.06M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.72K- 13.7% |
$230K - $278K
|
17.1K
$2.27M
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.72K- 5.59% |
$231K - $279K
|
46K
$6.09M
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.93K- 55.57% |
$248K - $300K
|
2.34K
$310K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.96K- 1.24% |
$251K - $303K
|
236K
$31.2M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-3.03K- 21.46% |
$257K - $310K
|
11.1K
$1.47M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.04K- 27.69% |
$258K - $311K
|
7.95K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
SELL
|
- |
-3.2K- 8.0% |
$271K - $327K
|
36.8K
$4.87M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.2K- 7.14% |
$271K - $327K
|
41.5K
$5.5M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.3K- 10.72% |
$280K - $338K
|
27.5K
$3.64M
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.45K- 21.63% |
$293K - $353K
|
12.5K
$1.66M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.57K- 15.49% |
$303K - $366K
|
19.5K
$2.58M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.57K- 13.57% |
$303K - $366K
|
22.8K
$3.01M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.64K- 86.92% |
$308K - $372K
|
547
$72.4K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.66K- 5.37% |
$310K - $374K
|
64.5K
$8.54M
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 0.72% |
$313K - $379K
|
510K
$67.5M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.15K- 19.88% |
$352K - $425K
|
16.7K
$2.22M
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-4.2K- 4.99% |
$355K - $429K
|
79.9K
$10.6M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4.33K- 93.89% |
$367K - $443K
|
282
$37.3K
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-4.38K- 55.84% |
$371K - $448K
|
3.47K
$459K
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.41K- 29.76% |
$374K - $451K
|
10.4K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4.52K- 18.05% |
$383K - $462K
|
20.5K
$2.72M
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4.64K- 75.74% |
$393K - $475K
|
1.49K
$197K
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.08K- 39.34% |
$430K - $520K
|
7.83K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5.27K- 14.86% |
$447K - $540K
|
30.2K
$4M
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-5.34K- 61.6% |
$453K - $546K
|
3.33K
$441K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.56K- 63.25% |
$471K - $569K
|
3.23K
$428K
|