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 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$149K - $180K
|
1.76K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.74K+ 1.75% |
$147K - $178K
|
101K
$13.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.73K+ 3.07% |
$147K - $177K
|
58K
$7.9M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.7K+ 1.67% |
$144K - $174K
|
103K
$14.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.69K+ 2.44% |
$143K - $173K
|
70.9K
$9.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.64K+ 451.37% |
$139K - $168K
|
2.01K
$274K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.64K+ 2.93% |
$139K - $168K
|
57.6K
$7.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
1.61K+ 19.2% |
$136K - $164K
|
9.98K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.55K+ 0.4% |
$131K - $159K
|
390K
$53.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.53K+ 57.54% |
$129K - $156K
|
4.18K
$570K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.52K+ 81.07% |
$128K - $155K
|
3.39K
$461K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.42K+ 13.13% |
$120K - $145K
|
12.2K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.42K+ 44.29% |
$120K - $145K
|
4.62K
$630K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.39KNew |
$118K - $142K
|
1.39K
$189K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
1.36K+ 29.97% |
$115K - $139K
|
5.88K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.25KNew |
$106K - $128K
|
1.25K
$170K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.18KNew |
$99.6K - $120K
|
1.18K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.15K+ 17.99% |
$97.8K - $118K
|
7.57K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.15K+ 28.37% |
$97.1K - $117K
|
5.19K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.12KNew |
$94.9K - $115K
|
1.12K
$153K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 41.53% |
$94.5K - $114K
|
3.8K
$518K
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.1K+ 17.99% |
$93K - $112K
|
7.2K
$981K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.1K+ 24.51% |
$92.9K - $112K
|
5.57K
$759K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.06KNew |
$90.2K - $109K
|
1.06K
$145K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.06K+ 45.15% |
$90K - $109K
|
3.41K
$465K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.06K+ 0.84% |
$89.8K - $108K
|
127K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.04K+ 14.16% |
$87.9K - $106K
|
8.36K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.04K+ 8.25% |
$87.7K - $106K
|
13.6K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.03K+ 35.56% |
$87.2K - $105K
|
3.92K
$535K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
1.01K+ 16.31% |
$85.8K - $104K
|
7.23K
$985K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.01K+ 3.6% |
$85.2K - $103K
|
28.9K
$3.94M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
985New |
$83.5K - $101K
|
985
$134K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
980New |
$83K - $100K
|
980
$134K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
966+ 1.69% |
$81.9K - $98.9K
|
58K
$7.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
932+ 11.72% |
$79K - $95.4K
|
8.88K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
921+ 302.96% |
$78K - $94.2K
|
1.23K
$167K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
893+ 102.06% |
$75.7K - $91.4K
|
1.77K
$241K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
891+ 11.48% |
$75.5K - $91.2K
|
8.65K
$1.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
889+ 20.66% |
$75.3K - $91K
|
5.19K
$707K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
887+ 1.45% |
$75.2K - $90.8K
|
62.2K
$8.48M
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
870+ 121.68% |
$73.7K - $89K
|
1.59K
$216K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
839New |
$71.1K - $85.9K
|
839
$114K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
805+ 100.88% |
$68.2K - $82.4K
|
1.6K
$218K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
799+ 2.08% |
$67.7K - $81.8K
|
39.2K
$5.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
795New |
$67.4K - $81.4K
|
795
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
783New |
$66.4K - $80.1K
|
783
$107K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
758+ 4.96% |
$64.2K - $77.6K
|
16K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
732+ 5.78% |
$62K - $74.9K
|
13.4K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
727+ 25.2% |
$61.6K - $74.4K
|
3.61K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
718+ 5.56% |
$60.8K - $73.5K
|
13.6K
$1.86M
|