Purchases and Sales Made in Q1 2022 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.25% |
$287 - $321
|
1.19K
$160K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2+ 0.19% |
$191 - $214
|
1.07K
$144K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.18% |
$191 - $214
|
1.14K
$154K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.41% |
$95.6 - $107
|
242
$32.6K
|
|
|
May 16, 2022
Q1 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$95.6 - $107
|
1
$135
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$95.6 - $107
|
700
$94.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.33% |
$95.6 - $107
|
304
$41K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.55% |
$95.6 - $107
|
184
$24.8K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.6% |
$95.6 - $107
|
169
$22.8K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$95.6 - $107
|
2.33K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1- 0.31% |
$95.6 - $107
|
317
$42.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5Closed |
$478 - $535
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5- 3.79% |
$478 - $535
|
127
$17.1K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-6- 1.2% |
$574 - $642
|
493
$66.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-10- 12.82% |
$956 - $1.07K
|
68
$9.17K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-10- 0.52% |
$956 - $1.07K
|
1.93K
$260K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-13- 1.41% |
$1.24K - $1.39K
|
912
$123K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-14- 0.26% |
$1.34K - $1.5K
|
5.28K
$712K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-14- 0.19% |
$1.34K - $1.5K
|
7.3K
$984K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-15- 0.34% |
$1.43K - $1.61K
|
4.43K
$597K
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-15- 0.67% |
$1.43K - $1.61K
|
2.22K
$300K
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-16- 0.26% |
$1.53K - $1.71K
|
6.12K
$825K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-18- 0.92% |
$1.72K - $1.93K
|
1.94K
$261K
|
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-19- 0.05% |
$1.82K - $2.03K
|
36.8K
$4.96M
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-19- 0.28% |
$1.82K - $2.03K
|
6.87K
$926K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-20- 0.91% |
$1.91K - $2.14K
|
2.17K
$293K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24- 0.47% |
$2.29K - $2.57K
|
5.1K
$688K
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
SELL
|
- |
-25- 0.38% |
$2.39K - $2.68K
|
6.58K
$887K
|
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-26- 1.1% |
$2.49K - $2.78K
|
2.34K
$315K
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-27- 0.12% |
$2.58K - $2.89K
|
22K
$2.96M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-28- 3.17% |
$2.68K - $3K
|
854
$115K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-29- 1.16% |
$2.77K - $3.1K
|
2.46K
$332K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-33- 2.56% |
$3.15K - $3.53K
|
1.26K
$169K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-33- 6.12% |
$3.15K - $3.53K
|
506
$68.2K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-34- 1.11% |
$3.25K - $3.64K
|
3.04K
$410K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-35- 2.43% |
$3.35K - $3.75K
|
1.41K
$189K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-35Closed |
$3.35K - $3.75K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-35- 1.98% |
$3.35K - $3.75K
|
1.73K
$234K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-35- 1.56% |
$3.35K - $3.75K
|
2.21K
$299K
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-35- 0.46% |
$3.35K - $3.75K
|
7.49K
$1.01M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-35- 5.47% |
$3.35K - $3.75K
|
605
$81.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 0.64% |
$3.82K - $4.28K
|
6.18K
$833K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-40- 5.55% |
$3.82K - $4.28K
|
681
$91.8K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-41- 9.36% |
$3.92K - $4.39K
|
397
$53.5K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-48- 1.68% |
$4.59K - $5.14K
|
2.81K
$379K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-48- 3.78% |
$4.59K - $5.14K
|
1.22K
$165K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-50- 0.85% |
$4.78K - $5.35K
|
5.83K
$786K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-54- 2.06% |
$5.16K - $5.78K
|
2.57K
$347K
|