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 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.48KNew |
$210K - $253K
|
2.48K
$338K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.43KNew |
$206K - $249K
|
2.43K
$331K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.42K+ 2.4% |
$205K - $247K
|
103K
$14.1M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
2.42K+ 43.01% |
$205K - $247K
|
8.03K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.41KNew |
$204K - $246K
|
2.41K
$328K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.39K+ 7.64% |
$202K - $244K
|
33.7K
$4.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.38KNew |
$202K - $244K
|
2.38K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.38KNew |
$201K - $243K
|
2.38K
$324K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.35KNew |
$199K - $241K
|
2.35K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.35K+ 3.9% |
$199K - $240K
|
62.5K
$8.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.34KNew |
$198K - $239K
|
2.34K
$318K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
2.3K+ 5.65% |
$195K - $236K
|
43.1K
$5.87M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.3KNew |
$195K - $235K
|
2.3K
$313K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.29KNew |
$194K - $235K
|
2.29K
$312K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.29KNew |
$194K - $235K
|
2.29K
$312K
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
BUY
|
- |
2.28KNew |
$193K - $234K
|
2.28K
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$193K - $233K
|
2.28K
$310K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
2.27KNew |
$192K - $232K
|
2.27K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.25KNew |
$191K - $230K
|
2.25K
$307K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.24KNew |
$190K - $229K
|
2.24K
$306K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.24KNew |
$190K - $229K
|
2.24K
$305K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.23KNew |
$189K - $229K
|
2.23K
$304K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.22KNew |
$188K - $227K
|
2.22K
$303K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.22KNew |
$188K - $227K
|
2.22K
$303K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.2KNew |
$187K - $225K
|
2.2K
$300K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.19KNew |
$185K - $224K
|
2.19K
$298K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.17KNew |
$184K - $222K
|
2.17K
$295K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.15KNew |
$182K - $220K
|
2.15K
$293K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.14KNew |
$181K - $218K
|
2.14K
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.13KNew |
$181K - $218K
|
2.13K
$291K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2.12KNew |
$179K - $217K
|
2.12K
$289K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
2.12KNew |
$179K - $216K
|
2.12K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
2.1KNew |
$178K - $215K
|
2.1K
$286K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
2.08KNew |
$176K - $212K
|
2.08K
$283K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
2.07KNew |
$175K - $212K
|
2.07K
$282K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.07KNew |
$175K - $212K
|
2.07K
$282K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.06KNew |
$174K - $211K
|
2.06K
$280K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.06KNew |
$174K - $210K
|
2.06K
$280K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.05KNew |
$173K - $209K
|
2.05K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.03K+ 4.36% |
$172K - $207K
|
48.5K
$6.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.96K+ 75.88% |
$166K - $201K
|
4.55K
$620K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.96KNew |
$166K - $201K
|
1.96K
$267K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.92K+ 69.9% |
$163K - $197K
|
4.67K
$637K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.92K+ 4.57% |
$162K - $196K
|
43.9K
$5.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
1.89K+ 31.9% |
$160K - $193K
|
7.8K
$1.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.85K+ 2.05% |
$157K - $190K
|
92.3K
$12.6M
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
1.84K+ 3.49% |
$156K - $188K
|
54.4K
$7.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.82K+ 57.46% |
$154K - $186K
|
4.98K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.82K+ 19.76% |
$154K - $186K
|
11K
$1.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.78K+ 40.13% |
$151K - $183K
|
6.23K
$849K
|