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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.5KNew |
$805K - $972K
|
9.5K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.5KNew |
$805K - $972K
|
9.5K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.38K+ 12.82% |
$795K - $960K
|
82.6K
$11.3M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.35K+ 58.56% |
$793K - $957K
|
25.3K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.2K+ 203.2% |
$779K - $941K
|
13.7K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.86KNew |
$751K - $907K
|
8.86K
$1.21M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.48KNew |
$719K - $868K
|
8.48K
$1.16M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
8.41KNew |
$712K - $860K
|
8.41K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
8.38K+ 15.15% |
$710K - $857K
|
63.7K
$8.68M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.32K+ 99.64% |
$705K - $851K
|
16.7K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
8.29KNew |
$703K - $849K
|
8.29K
$1.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
8.29K+ 113.02% |
$702K - $848K
|
15.6K
$2.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
8.27K+ 4.39% |
$701K - $846K
|
197K
$26.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.24KNew |
$698K - $843K
|
8.24K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
8.06KNew |
$683K - $825K
|
8.06K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7.85KNew |
$665K - $803K
|
7.85K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.83KNew |
$663K - $801K
|
7.83K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7.73K+ 112.71% |
$655K - $791K
|
14.6K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7.62K+ 7.2% |
$646K - $780K
|
114K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7.6K+ 15.65% |
$644K - $778K
|
56.2K
$7.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.56K+ 3.58% |
$641K - $774K
|
219K
$29.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7.55K+ 30.46% |
$640K - $773K
|
32.3K
$4.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.44K+ 28.17% |
$630K - $761K
|
33.8K
$4.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7.41KNew |
$628K - $758K
|
7.41K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.22KNew |
$611K - $738K
|
7.22K
$983K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
7.07K+ 58.03% |
$599K - $724K
|
19.3K
$2.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.01K+ 155.21% |
$594K - $717K
|
11.5K
$1.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.8K+ 18.99% |
$576K - $696K
|
42.6K
$5.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.78KNew |
$574K - $693K
|
6.78K
$924K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.74KNew |
$571K - $689K
|
6.74K
$918K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.7KNew |
$567K - $685K
|
6.7K
$912K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
6.61KNew |
$560K - $677K
|
6.61K
$901K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.53K+ 184.47% |
$554K - $669K
|
10.1K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
6.25KNew |
$530K - $640K
|
6.25K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.2KNew |
$525K - $634K
|
6.2K
$845K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.17K+ 27.63% |
$523K - $632K
|
28.5K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.14K+ 26.2% |
$520K - $628K
|
29.5K
$4.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.05K+ 15.74% |
$513K - $619K
|
44.5K
$6.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.02K+ 14.12% |
$510K - $616K
|
48.7K
$6.63M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.78KNew |
$489K - $591K
|
5.78K
$787K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
BUY
|
- |
5.7KNew |
$483K - $583K
|
5.7K
$776K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.58K+ 90.79% |
$473K - $571K
|
11.7K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
5.51K+ 16.4% |
$467K - $564K
|
39.1K
$5.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
5.5KNew |
$466K - $563K
|
5.5K
$750K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.44KNew |
$461K - $557K
|
5.44K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.43KNew |
$460K - $556K
|
5.43K
$740K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.43K+ 153.33% |
$460K - $555K
|
8.97K
$1.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
5.31K+ 6.27% |
$450K - $544K
|
90.1K
$12.3M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
5.25KNew |
$445K - $537K
|
5.25K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.1KNew |
$432K - $522K
|
5.1K
$695K
|