Purchases and Sales Made in Q3 2021 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
1.82K+ 4.87% |
$178K - $192K
|
39.2K
$5.1M
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.72K+ 5.3% |
$168K - $182K
|
34.1K
$4.44M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
1.72K+ 4.78% |
$168K - $181K
|
37.6K
$4.89M
|
|
Oct 22, 2021
Q3 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 2.61% |
$163K - $176K
|
65.7K
$8.54M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.66K+ 2.73% |
$162K - $175K
|
62.6K
$8.14M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.63K+ 42.54% |
$160K - $172K
|
5.47K
$711K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.54K+ 2.31% |
$151K - $163K
|
68.2K
$8.87M
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.53K+ 4.73% |
$150K - $162K
|
34K
$4.42M
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.53K+ 5.92% |
$149K - $161K
|
27.3K
$3.56M
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
1.51K+ 13.32% |
$148K - $159K
|
12.8K
$1.67M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.5K+ 23.35% |
$147K - $158K
|
7.93K
$1.03M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5K+ 21.62% |
$146K - $158K
|
8.41K
$1.09M
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.49K+ 2.79% |
$146K - $157K
|
54.9K
$7.15M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
1.48K+ 3.68% |
$145K - $156K
|
41.6K
$5.42M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47K+ 5.24% |
$144K - $156K
|
29.6K
$3.85M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.46K+ 60.7% |
$143K - $154K
|
3.86K
$502K
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.43K+ 2.91% |
$140K - $151K
|
50.8K
$6.61M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 0.64% |
$139K - $150K
|
222K
$28.9M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.4K+ 10.08% |
$137K - $148K
|
15.3K
$1.99M
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.38K+ 18.18% |
$135K - $146K
|
9K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.38K+ 2.33% |
$135K - $146K
|
60.9K
$7.93M
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.36K+ 3.84% |
$133K - $143K
|
36.7K
$4.78M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.34K+ 9.33% |
$131K - $142K
|
15.7K
$2.05M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.32K+ 41.24% |
$129K - $139K
|
4.5K
$586K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.31K+ 11.43% |
$128K - $138K
|
12.8K
$1.66M
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
1.29K+ 20.62% |
$126K - $136K
|
7.56K
$984K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.29K+ 56.43% |
$126K - $136K
|
3.56K
$463K
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.28K+ 13.73% |
$125K - $135K
|
10.6K
$1.38M
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.24K+ 2.01% |
$121K - $131K
|
62.7K
$8.16M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
1.23K+ 10.72% |
$120K - $130K
|
12.7K
$1.65M
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.2K+ 23.65% |
$117K - $127K
|
6.27K
$816K
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.17K+ 48.43% |
$115K - $124K
|
3.59K
$467K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.16K+ 29.52% |
$113K - $122K
|
5.09K
$662K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 123.98% |
$113K - $122K
|
2.08K
$271K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 41.36% |
$113K - $121K
|
3.93K
$512K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.14K+ 13.98% |
$112K - $121K
|
9.33K
$1.21M
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.14K+ 39.18% |
$111K - $120K
|
4.03K
$525K
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.13K+ 52.45% |
$111K - $120K
|
3.29K
$428K
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 8.65% |
$103K - $111K
|
13.2K
$1.71M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.02K+ 2.19% |
$100K - $108K
|
47.8K
$6.22M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
1.02K+ 1.86% |
$100K - $108K
|
55.9K
$7.27M
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.02K+ 8.93% |
$99.4K - $107K
|
12.4K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1K+ 21.41% |
$97.8K - $106K
|
5.67K
$738K
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1K+ 2.07% |
$97.8K - $106K
|
49.3K
$6.42M
|
|
Nov 15, 2021
Q3 2021
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1KNew |
$97.8K - $106K
|
1K
$130K
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
998+ 27.36% |
$97.6K - $105K
|
4.65K
$604K
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
994+ 1.25% |
$97.3K - $105K
|
80.6K
$10.5M
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
989+ 7.22% |
$96.8K - $104K
|
14.7K
$1.91M
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
989+ 5.86% |
$96.8K - $104K
|
17.9K
$2.32M
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
950+ 36.95% |
$92.9K - $100K
|
3.52K
$458K
|