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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-5.63K- 58.44% |
$477K - $576K
|
4K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6K- 31.05% |
$508K - $614K
|
13.3K
$1.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.01K- 21.57% |
$509K - $615K
|
21.8K
$2.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-6.07K- 39.05% |
$514K - $621K
|
9.47K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.4K- 29.1% |
$542K - $654K
|
15.6K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.42K- 71.03% |
$544K - $656K
|
2.62K
$357K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.84K- 29.33% |
$580K - $700K
|
16.5K
$2.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-6.91K- 27.12% |
$586K - $707K
|
18.6K
$2.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.2K- 3.76% |
$610K - $737K
|
184K
$25.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-7.4K- 61.16% |
$627K - $757K
|
4.7K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-7.56K- 15.71% |
$641K - $774K
|
40.6K
$5.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-7.57K- 11.27% |
$641K - $775K
|
59.6K
$8.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.77K- 19.57% |
$659K - $796K
|
31.9K
$4.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-8.02K- 19.65% |
$679K - $820K
|
32.8K
$4.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-8.08K- 43.14% |
$685K - $827K
|
10.6K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.84K- 11.59% |
$749K - $905K
|
67.5K
$9.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-9.12K- 15.3% |
$773K - $933K
|
50.5K
$6.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.2K- 39.33% |
$780K - $941K
|
14.2K
$1.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-9.35K- 30.03% |
$792K - $957K
|
21.8K
$2.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
SELL
|
- |
-9.42K- 19.0% |
$798K - $964K
|
40.2K
$5.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-9.53K- 0.63% |
$807K - $975K
|
1.51M
$206M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-9.89K- 19.54% |
$838K - $1.01M
|
40.8K
$5.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.99K- 10.24% |
$847K - $1.02M
|
87.6K
$11.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.1K- 47.47% |
$852K - $1.03M
|
11.1K
$1.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10.3K- 49.87% |
$875K - $1.06M
|
10.4K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-11.2K- 38.7% |
$948K - $1.14M
|
17.7K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 23.12% |
$981K - $1.18M
|
38.5K
$5.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-11.7K- 33.04% |
$993K - $1.2M
|
23.7K
$3.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-11.9K- 5.33% |
$1.01M - $1.22M
|
211K
$28.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.2K- 18.5% |
$1.04M - $1.25M
|
53.9K
$7.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-13.4K- 13.65% |
$1.14M - $1.38M
|
85.1K
$11.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15K- 2.02% |
$1.27M - $1.53M
|
726K
$98.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-16.8K- 5.96% |
$1.43M - $1.72M
|
266K
$36.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-17.3K- 15.5% |
$1.47M - $1.77M
|
94.5K
$12.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.6K- 49.28% |
$1.49M - $1.8M
|
18.1K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-18.2K- 46.73% |
$1.54M - $1.86M
|
20.7K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-18.4K- 80.94% |
$1.56M - $1.88M
|
4.33K
$590K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
SELL
|
- |
-20.7K- 52.49% |
$1.75M - $2.11M
|
18.7K
$2.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22.4K- 78.31% |
$1.9M - $2.29M
|
6.21K
$846K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-23.3K- 26.34% |
$1.97M - $2.38M
|
65.1K
$8.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-24.6K- 3.2% |
$2.09M - $2.52M
|
745K
$101M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-24.7K- 6.88% |
$2.1M - $2.53M
|
335K
$45.7M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-25.3K- 45.47% |
$2.14M - $2.59M
|
30.3K
$4.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-25.7K- 46.74% |
$2.17M - $2.63M
|
29.2K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-27.5K- 91.93% |
$2.33M - $2.82M
|
2.42K
$329K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.6K- 31.26% |
$2.34M - $2.82M
|
60.6K
$8.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-28.5K- 38.48% |
$2.42M - $2.92M
|
45.6K
$6.22M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-29K- 8.73% |
$2.46M - $2.97M
|
303K
$41.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Parametrica Management LTD
|
SELL
|
- |
-31.4K- 75.12% |
$2.66M - $3.21M
|
10.4K
$1.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-33.1K- 31.44% |
$2.81M - $3.39M
|
72.2K
$9.84M
|