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 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.09K+ 12.97% |
$431K - $521K
|
44.3K
$6.04M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.04K+ 56.76% |
$427K - $516K
|
13.9K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.02K+ 6.9% |
$426K - $514K
|
77.8K
$10.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.93K+ 85.33% |
$418K - $504K
|
10.7K
$1.46M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
4.74KNew |
$401K - $485K
|
4.74K
$646K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.63KNew |
$393K - $474K
|
4.63K
$631K
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.51KNew |
$382K - $462K
|
4.51K
$615K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.45KNew |
$377K - $455K
|
4.45K
$606K
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
4.4K+ 83.92% |
$373K - $450K
|
9.64K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.36K+ 11.41% |
$369K - $446K
|
42.6K
$5.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.34K+ 21.12% |
$368K - $444K
|
24.9K
$3.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
4.17KNew |
$354K - $427K
|
4.17K
$569K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.17K+ 33.06% |
$353K - $427K
|
16.8K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.12KNew |
$349K - $421K
|
4.12K
$561K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.07K+ 52.86% |
$345K - $416K
|
11.8K
$1.6M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.99K+ 163.83% |
$338K - $408K
|
6.43K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.94K+ 34.87% |
$334K - $403K
|
15.2K
$2.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.94K+ 3.69% |
$334K - $403K
|
111K
$15.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 78.12% |
$331K - $400K
|
8.9K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.85KNew |
$326K - $394K
|
3.85K
$525K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
3.82KNew |
$324K - $391K
|
3.82K
$521K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.73K+ 1.72% |
$316K - $382K
|
221K
$30.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.58K+ 8.71% |
$303K - $366K
|
44.7K
$6.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.56K+ 28.26% |
$301K - $364K
|
16.1K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.47K+ 114.74% |
$294K - $355K
|
6.5K
$885K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.43KNew |
$290K - $351K
|
3.43K
$467K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
3.35K+ 5.06% |
$284K - $343K
|
69.5K
$9.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.35K+ 25.56% |
$283K - $342K
|
16.4K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.31KNew |
$280K - $338K
|
3.31K
$450K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
3.31KNew |
$280K - $338K
|
3.31K
$450K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
3.25KNew |
$275K - $332K
|
3.25K
$443K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.23KNew |
$274K - $331K
|
3.23K
$440K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
3.11KNew |
$263K - $318K
|
3.11K
$423K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
3.1KNew |
$263K - $318K
|
3.1K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3.08KNew |
$261K - $315K
|
3.08K
$419K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.07K+ 28.48% |
$260K - $314K
|
13.9K
$1.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.05K+ 18.01% |
$259K - $312K
|
20K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.05KNew |
$258K - $312K
|
3.05K
$415K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.02KNew |
$256K - $309K
|
3.02K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3KNew |
$254K - $307K
|
3K
$409K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3K+ 7.26% |
$254K - $307K
|
44.3K
$6.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.88KNew |
$244K - $295K
|
2.88K
$393K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
2.85KNew |
$241K - $291K
|
2.85K
$388K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.83K+ 35.79% |
$240K - $290K
|
10.7K
$1.46M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.77KNew |
$235K - $283K
|
2.77K
$377K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.77KNew |
$235K - $283K
|
2.77K
$377K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.57K+ 67.6% |
$218K - $263K
|
6.37K
$869K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.55KNew |
$216K - $261K
|
2.55K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.51K+ 5.75% |
$213K - $257K
|
46.2K
$6.3M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.5KNew |
$212K - $256K
|
2.5K
$340K
|