Purchases and Sales Made in Q1 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q1 2023. 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 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
944+ 45.63% |
$91.1K - $97.9K
|
3.01K
$396K
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
925+ 14.92% |
$89.3K - $95.9K
|
7.13K
$936K
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
900+ 1.53% |
$86.9K - $93.3K
|
59.9K
$7.87M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
899+ 23.66% |
$86.8K - $93.2K
|
4.7K
$617K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
883+ 6.48% |
$85.2K - $91.5K
|
14.5K
$1.91M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
868+ 12.03% |
$83.8K - $90K
|
8.08K
$1.06M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
827+ 3.5% |
$79.8K - $85.7K
|
24.4K
$3.21M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
814New |
$78.6K - $84.4K
|
814
$107K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
784+ 5.57% |
$75.7K - $81.3K
|
14.8K
$1.95M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
781+ 7.73% |
$75.4K - $81K
|
10.9K
$1.43M
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
760+ 8.04% |
$73.3K - $78.8K
|
10.2K
$1.34M
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
760+ 8.91% |
$73.3K - $78.8K
|
9.29K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
753+ 753.0% |
$72.7K - $78.1K
|
853
$112K
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
752+ 31.14% |
$72.6K - $78K
|
3.17K
$416K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
699+ 7.01% |
$67.5K - $72.5K
|
10.7K
$1.4M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
687+ 2.25% |
$66.3K - $71.2K
|
31.2K
$4.1M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
661+ 10.22% |
$63.8K - $68.5K
|
7.13K
$936K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
655+ 8.84% |
$63.2K - $67.9K
|
8.06K
$1.06M
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
600+ 15.58% |
$57.9K - $62.2K
|
4.45K
$584K
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
597+ 4.86% |
$57.6K - $61.9K
|
12.9K
$1.69M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
590+ 2.77% |
$56.9K - $61.2K
|
21.9K
$2.87M
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
571+ 26.69% |
$55.1K - $59.2K
|
2.71K
$356K
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
570+ 4.85% |
$55K - $59.1K
|
12.3K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
559+ 25.99% |
$53.9K - $58K
|
2.71K
$356K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
549+ 0.77% |
$53K - $56.9K
|
71.4K
$9.38M
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
528+ 9.73% |
$51K - $54.7K
|
5.96K
$782K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
512+ 12.86% |
$49.4K - $53.1K
|
4.49K
$590K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
508+ 1.36% |
$49K - $52.7K
|
37.8K
$4.97M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
508+ 45.36% |
$49K - $52.7K
|
1.63K
$214K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
501New |
$48.4K - $51.9K
|
501
$65.8K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
496+ 12.86% |
$47.9K - $51.4K
|
4.35K
$572K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
478+ 0.96% |
$46.1K - $49.6K
|
50.1K
$6.58M
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
477+ 2.73% |
$46K - $49.5K
|
17.9K
$2.35M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
474+ 8.17% |
$45.7K - $49.1K
|
6.27K
$824K
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
458+ 8.5% |
$44.2K - $47.5K
|
5.85K
$768K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
439+ 6.05% |
$42.4K - $45.5K
|
7.69K
$1.01M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
433+ 7.96% |
$41.8K - $44.9K
|
5.87K
$771K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
428New |
$41.3K - $44.4K
|
428
$56.2K
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
415+ 4.29% |
$40.1K - $43K
|
10.1K
$1.32M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
415New |
$40.1K - $43K
|
415
$54.5K
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
415+ 9.34% |
$40.1K - $43K
|
4.86K
$638K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
404+ 808.0% |
$39K - $41.9K
|
454
$59.6K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
403+ 4.41% |
$38.9K - $41.8K
|
9.53K
$1.25M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
391+ 2.75% |
$37.7K - $40.5K
|
14.6K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
389+ 27.34% |
$37.5K - $40.3K
|
1.81K
$238K
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
386+ 1.7% |
$37.3K - $40K
|
23.1K
$3.04M
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
380+ 2.45% |
$36.7K - $39.4K
|
15.9K
$2.09M
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
371+ 15.16% |
$35.8K - $38.5K
|
2.82K
$370K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
370+ 12.09% |
$35.7K - $38.4K
|
3.43K
$450K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
362New |
$34.9K - $37.5K
|
362
$47.5K
|