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
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
712+ 9.14% |
$60.3K - $72.9K
|
8.5K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
696+ 4.39% |
$59K - $71.2K
|
16.5K
$2.25M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
694+ 7.4% |
$58.8K - $71K
|
10.1K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
683New |
$57.9K - $69.9K
|
683
$93.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
620+ 6.54% |
$52.5K - $63.4K
|
10.1K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
619+ 10.59% |
$52.5K - $63.3K
|
6.47K
$881K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
613+ 24.36% |
$51.9K - $62.7K
|
3.13K
$426K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
610New |
$51.7K - $62.4K
|
610
$83.1K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
608+ 2.1% |
$51.5K - $62.2K
|
29.5K
$4.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
595+ 9.42% |
$50.4K - $60.9K
|
6.91K
$942K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
585+ 92.86% |
$49.6K - $59.9K
|
1.22K
$166K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
581+ 1.63% |
$49.2K - $59.5K
|
36.3K
$4.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
579+ 132.49% |
$49.1K - $59.2K
|
1.02K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
579+ 2.58% |
$49.1K - $59.2K
|
23K
$3.14M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
577+ 6.75% |
$48.9K - $59K
|
9.13K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
575New |
$48.7K - $58.8K
|
575
$78.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
571+ 4.3% |
$48.4K - $58.4K
|
13.9K
$1.89M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
566New |
$48K - $57.9K
|
566
$77.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
561+ 8.7% |
$47.5K - $57.4K
|
7.01K
$955K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
539+ 215.6% |
$45.7K - $55.2K
|
789
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
535New |
$45.3K - $54.7K
|
535
$72.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
529+ 1.66% |
$44.8K - $54.1K
|
32.4K
$4.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
525+ 1.51% |
$44.5K - $53.7K
|
35.2K
$4.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
523+ 7.8% |
$44.3K - $53.5K
|
7.23K
$985K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
515+ 16.96% |
$43.6K - $52.7K
|
3.55K
$484K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
509+ 7.25% |
$43.1K - $52.1K
|
7.53K
$1.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
501+ 1.37% |
$42.5K - $51.3K
|
37.2K
$5.06M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
500New |
$42.4K - $51.2K
|
500
$68.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
485+ 2.86% |
$41.1K - $49.6K
|
17.4K
$2.38M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
485New |
$41.1K - $49.6K
|
485
$66.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
484+ 132.97% |
$41K - $49.5K
|
848
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
454+ 7.8% |
$38.5K - $46.5K
|
6.27K
$855K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
449+ 3.62% |
$38K - $45.9K
|
12.8K
$1.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
444+ 18.06% |
$37.6K - $45.4K
|
2.9K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
425New |
$36K - $43.5K
|
425
$57.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
419+ 2.25% |
$35.5K - $42.9K
|
19K
$2.59M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
405+ 202.5% |
$34.3K - $41.4K
|
605
$82.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
392New |
$33.2K - $40.1K
|
392
$53.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
379+ 11.86% |
$32.1K - $38.8K
|
3.57K
$487K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
358+ 1.17% |
$30.3K - $36.6K
|
31.1K
$4.23M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
356+ 109.54% |
$30.2K - $36.4K
|
681
$92.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
355+ 4.07% |
$30.1K - $36.3K
|
9.09K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
352New |
$29.8K - $36K
|
352
$48K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
350+ 11.45% |
$29.7K - $35.8K
|
3.41K
$464K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
342+ 0.22% |
$29K - $35K
|
157K
$21.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
332+ 10.35% |
$28.1K - $34K
|
3.54K
$482K
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
330+ 5.92% |
$28K - $33.8K
|
5.91K
$805K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
329New |
$27.9K - $33.7K
|
329
$44.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
318+ 1.96% |
$26.9K - $32.5K
|
16.6K
$2.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
317+ 8.28% |
$26.9K - $32.4K
|
4.15K
$565K
|