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
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
390+ 3.67% |
$37.3K - $41.7K
|
11K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
388+ 6.44% |
$37.1K - $41.5K
|
6.42K
$865K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
388+ 3.02% |
$37.1K - $41.5K
|
13.2K
$1.78M
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
384+ 6.89% |
$36.7K - $41.1K
|
5.95K
$803K
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
380+ 0.67% |
$36.3K - $40.7K
|
57.4K
$7.74M
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
353+ 3.14% |
$33.7K - $37.8K
|
11.6K
$1.56M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
350+ 32.89% |
$33.5K - $37.5K
|
1.41K
$191K
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
338+ 12.35% |
$32.3K - $36.2K
|
3.08K
$415K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
338New |
$32.3K - $36.2K
|
338
$45.6K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
337New |
$32.2K - $36.1K
|
337
$45.4K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
328+ 12.86% |
$31.4K - $35.1K
|
2.88K
$388K
|
|
May 13, 2022
Q1 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
327+ 2.75% |
$31.3K - $35K
|
12.2K
$1.65M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
318+ 5.5% |
$30.4K - $34K
|
6.11K
$823K
|
|
May 06, 2022
Q1 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
315+ 0.14% |
$30.1K - $33.7K
|
233K
$31.4M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
309+ 5.6% |
$29.5K - $33.1K
|
5.83K
$785K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
308+ 0.98% |
$29.4K - $33K
|
31.7K
$4.27M
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
301+ 10.26% |
$28.8K - $32.2K
|
3.23K
$436K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
300+ 10.23% |
$28.7K - $32.1K
|
3.23K
$436K
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
300+ 4.17% |
$28.7K - $32.1K
|
7.5K
$1.01M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
296+ 15.02% |
$28.3K - $31.7K
|
2.27K
$306K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
296+ 15.02% |
$28.3K - $31.7K
|
2.27K
$306K
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
295+ 3.4% |
$28.2K - $31.6K
|
8.97K
$1.21M
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
290+ 2.61% |
$27.7K - $31K
|
11.4K
$1.54M
|
|
Apr 08, 2022
Q1 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
287New |
$27.4K - $30.7K
|
287
$38.7K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
285New |
$27.2K - $30.5K
|
285
$38.4K
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
284+ 19.93% |
$27.2K - $30.4K
|
1.71K
$230K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
283+ 12.76% |
$27.1K - $30.3K
|
2.5K
$337K
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
281+ 216.15% |
$26.9K - $30.1K
|
411
$55.4K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
279+ 3.41% |
$26.7K - $29.9K
|
8.47K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
270+ 2.11% |
$25.8K - $28.9K
|
13.1K
$1.76M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
267+ 0.89% |
$25.5K - $28.6K
|
30.3K
$4.09M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
265+ 3.69% |
$25.3K - $28.4K
|
7.44K
$1M
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
264+ 394.03% |
$25.2K - $28.3K
|
331
$44.6K
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
264+ 26.16% |
$25.2K - $28.3K
|
1.27K
$172K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
259+ 13.16% |
$24.8K - $27.7K
|
2.23K
$300K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
251+ 11.98% |
$24K - $26.9K
|
2.35K
$316K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
231+ 8.88% |
$22.1K - $24.7K
|
2.83K
$382K
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
227+ 1.58% |
$21.7K - $24.3K
|
14.6K
$1.97M
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
226+ 7.28% |
$21.6K - $24.2K
|
3.33K
$449K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
225+ 11.93% |
$21.5K - $24.1K
|
2.11K
$285K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
225New |
$21.5K - $24.1K
|
225
$30.3K
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
210+ 4.39% |
$20.1K - $22.5K
|
4.99K
$673K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
209+ 2.6% |
$20K - $22.4K
|
8.23K
$1.11M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
207+ 100.49% |
$19.8K - $22.2K
|
413
$55.7K
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
204New |
$19.5K - $21.8K
|
204
$27.5K
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
203+ 3.29% |
$19.4K - $21.7K
|
6.37K
$859K
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
202+ 2.31% |
$19.3K - $21.6K
|
8.95K
$1.21M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
200+ 4.54% |
$19.1K - $21.4K
|
4.61K
$621K
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
196+ 2.03% |
$18.7K - $21K
|
9.86K
$1.33M
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
190+ 0.69% |
$18.2K - $20.3K
|
27.8K
$3.74M
|