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 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
360+ 14.78% |
$34.7K - $37.3K
|
2.8K
$367K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
347+ 16.24% |
$33.5K - $36K
|
2.48K
$326K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
336+ 13.82% |
$32.4K - $34.8K
|
2.77K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
333New |
$32.1K - $34.5K
|
333
$43.7K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
323New |
$31.2K - $33.5K
|
323
$42.4K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
308+ 6.65% |
$29.7K - $31.9K
|
4.94K
$649K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
300+ 13.09% |
$29K - $31.1K
|
2.59K
$340K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
295+ 13.83% |
$28.5K - $30.6K
|
2.43K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
295New |
$28.5K - $30.6K
|
295
$38.7K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
293+ 5.26% |
$28.3K - $30.4K
|
5.86K
$769K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
289+ 11.58% |
$27.9K - $30K
|
2.78K
$366K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
BUY
|
- |
288+ 6.9% |
$27.8K - $29.9K
|
4.46K
$586K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
275+ 8.38% |
$26.5K - $28.5K
|
3.56K
$467K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
267+ 7.58% |
$25.8K - $27.7K
|
3.79K
$498K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
261+ 15.9% |
$25.2K - $27.1K
|
1.9K
$250K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
243+ 1.62% |
$23.5K - $25.2K
|
15.2K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
241+ 3.11% |
$23.3K - $25K
|
7.98K
$1.05M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
240+ 3.66% |
$23.2K - $24.9K
|
6.79K
$892K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
225+ 2.52% |
$21.7K - $23.3K
|
9.16K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
215+ 7.46% |
$20.7K - $22.3K
|
3.1K
$407K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
215+ 3.27% |
$20.7K - $22.3K
|
6.79K
$892K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
215+ 6.51% |
$20.7K - $22.3K
|
3.52K
$462K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
213+ 8.41% |
$20.6K - $22.1K
|
2.75K
$361K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
210+ 17.14% |
$20.3K - $21.8K
|
1.44K
$188K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
208+ 1.3% |
$20.1K - $21.6K
|
16.2K
$2.12M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
205+ 1.9% |
$19.8K - $21.3K
|
11K
$1.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
203+ 2.5% |
$19.6K - $21K
|
8.32K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
200New |
$19.3K - $20.7K
|
200
$26.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
200+ 1.02% |
$19.3K - $20.7K
|
19.8K
$2.59M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
198+ 3.69% |
$19.1K - $20.5K
|
5.56K
$731K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
193+ 5.32% |
$18.6K - $20K
|
3.82K
$502K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
187+ 2.48% |
$18K - $19.4K
|
7.71K
$1.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
183+ 15.94% |
$17.7K - $19K
|
1.33K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
182+ 2.33% |
$17.6K - $18.9K
|
8K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
171+ 20.38% |
$16.5K - $17.7K
|
1.01K
$133K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
171+ 1.15% |
$16.5K - $17.7K
|
15.1K
$1.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
164+ 0.51% |
$15.8K - $17K
|
32.4K
$4.25M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
157+ 0.42% |
$15.2K - $16.3K
|
37.3K
$4.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
154+ 1400.0% |
$14.9K - $16K
|
165
$21.7K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
151New |
$14.6K - $15.7K
|
151
$19.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
150+ 2.86% |
$14.5K - $15.6K
|
5.4K
$709K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
146+ 27.55% |
$14.1K - $15.1K
|
676
$88.8K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
129+ 29.93% |
$12.4K - $13.4K
|
560
$73.5K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
126+ 0.83% |
$12.2K - $13.1K
|
15.4K
$2.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
121+ 0.22% |
$11.7K - $12.5K
|
54.7K
$7.18M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
120+ 0.19% |
$11.6K - $12.4K
|
62.7K
$8.23M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
119+ 1.42% |
$11.5K - $12.3K
|
8.48K
$1.11M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
115+ 0.28% |
$11.1K - $11.9K
|
41.4K
$5.44M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
115+ 1.95% |
$11.1K - $11.9K
|
6.02K
$791K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
113+ 4.56% |
$10.9K - $11.7K
|
2.59K
$340K
|