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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 42.46% |
$97.5K - $109K
|
3.42K
$461K
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
1K+ 2.21% |
$95.7K - $107K
|
46.4K
$6.25M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
927+ 13.02% |
$88.6K - $99.2K
|
8.05K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
927New |
$88.6K - $99.2K
|
927
$125K
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
926+ 5.66% |
$88.5K - $99.1K
|
17.3K
$2.33M
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
925+ 1.76% |
$88.4K - $99K
|
53.4K
$7.21M
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
921+ 32.26% |
$88K - $98.6K
|
3.78K
$509K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
901+ 18.45% |
$86.1K - $96.5K
|
5.79K
$780K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
898+ 1.35% |
$85.8K - $96.1K
|
67.5K
$9.1M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
885+ 17.08% |
$84.6K - $94.7K
|
6.07K
$818K
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
861+ 4.69% |
$82.3K - $92.2K
|
19.2K
$2.59M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
854+ 10.73% |
$81.6K - $91.4K
|
8.82K
$1.19M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
847+ 9.99% |
$81K - $90.7K
|
9.32K
$1.26M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
842+ 1.89% |
$80.5K - $90.1K
|
45.4K
$6.13M
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
830+ 12.71% |
$79.3K - $88.9K
|
7.36K
$992K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
795New |
$76K - $85.1K
|
795
$107K
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
787+ 2.08% |
$75.2K - $84.2K
|
38.6K
$5.21M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
770+ 34.09% |
$73.6K - $82.4K
|
3.03K
$408K
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
763+ 22.55% |
$72.9K - $81.7K
|
4.15K
$559K
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
734+ 18.91% |
$70.2K - $78.6K
|
4.62K
$622K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
718+ 29.8% |
$68.6K - $76.9K
|
3.13K
$422K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
700New |
$66.9K - $74.9K
|
700
$94.4K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
675+ 4.59% |
$64.5K - $72.3K
|
15.4K
$2.08M
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
638+ 5.23% |
$61K - $68.3K
|
12.8K
$1.73M
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
631+ 17.59% |
$60.3K - $67.5K
|
4.22K
$569K
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
627+ 1.14% |
$59.9K - $67.1K
|
55.7K
$7.51M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
615+ 71.51% |
$58.8K - $65.8K
|
1.48K
$199K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
594+ 2376.0% |
$56.8K - $63.6K
|
619
$83.5K
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
582+ 4.2% |
$55.6K - $62.3K
|
14.4K
$1.95M
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
574+ 0.57% |
$54.9K - $61.4K
|
100K
$13.5M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
558+ 0.77% |
$53.3K - $59.7K
|
73.3K
$9.88M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
552+ 10.97% |
$52.8K - $59.1K
|
5.58K
$753K
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
550+ 1.03% |
$52.6K - $58.9K
|
53.7K
$7.24M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
545+ 15.14% |
$52.1K - $58.3K
|
4.15K
$559K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
538+ 7.0% |
$51.4K - $57.6K
|
8.22K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
536+ 7.51% |
$51.2K - $57.4K
|
7.67K
$1.03M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
512+ 166.23% |
$48.9K - $54.8K
|
820
$111K
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
508+ 6.9% |
$48.6K - $54.4K
|
7.87K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
506+ 7.87% |
$48.4K - $54.2K
|
6.94K
$936K
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
505+ 5.69% |
$48.3K - $54.1K
|
9.38K
$1.26M
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
456+ 32.83% |
$43.6K - $48.8K
|
1.85K
$249K
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
450+ 3.4% |
$43K - $48.2K
|
13.7K
$1.85M
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
450+ 2.1% |
$43K - $48.2K
|
21.9K
$2.95M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
450+ 0.87% |
$43K - $48.2K
|
51.9K
$7M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
445+ 5.36% |
$42.5K - $47.6K
|
8.74K
$1.18M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
442New |
$42.3K - $47.3K
|
442
$59.6K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
439+ 100.92% |
$42K - $47K
|
874
$118K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
407+ 16.89% |
$38.9K - $43.6K
|
2.82K
$380K
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
BUY
|
- |
401+ 15.51% |
$38.3K - $42.9K
|
2.99K
$403K
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
401+ 6.63% |
$38.3K - $42.9K
|
6.45K
$870K
|