Purchases and Sales Made in Q3 2022 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-369- 4.91% |
$30.6K - $37.1K
|
7.15K
$950K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-369- 8.37% |
$30.6K - $37.1K
|
4.04K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-375- 1.8% |
$31.1K - $37.7K
|
20.4K
$2.71M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-375- 30.02% |
$31.1K - $37.7K
|
874
$116K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-376- 2.97% |
$31.1K - $37.8K
|
12.3K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-386- 5.72% |
$32K - $38.8K
|
6.37K
$845K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-390- 19.76% |
$32.3K - $39.2K
|
1.58K
$210K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-392- 3.12% |
$32.5K - $39.4K
|
12.2K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-396- 0.53% |
$32.8K - $39.8K
|
74.6K
$9.91M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
SELL
|
- |
-397- 1.52% |
$32.9K - $39.9K
|
25.7K
$3.42M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-399- 1.44% |
$33.1K - $40.1K
|
27.3K
$3.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-400- 8.14% |
$33.1K - $40.2K
|
4.52K
$600K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-400- 27.06% |
$33.1K - $40.2K
|
1.08K
$143K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 0.77% |
$33.1K - $40.2K
|
51.5K
$6.84M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-407- 5.26% |
$33.7K - $40.9K
|
7.34K
$974K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-408- 0.72% |
$33.8K - $41K
|
56.3K
$7.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-411- 6.5% |
$34K - $41.3K
|
5.91K
$785K
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-419- 10.06% |
$34.7K - $42.1K
|
3.75K
$498K
|
|
|
Nov 03, 2022
Q3 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-420- 11.1% |
$34.8K - $42.2K
|
3.37K
$447K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-421- 39.98% |
$34.9K - $42.3K
|
632
$83.9K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-431- 6.05% |
$35.7K - $43.3K
|
6.69K
$888K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-442- 1.35% |
$36.6K - $44.4K
|
32.4K
$4.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-459- 9.05% |
$38K - $46.1K
|
4.61K
$613K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-473- 4.11% |
$39.2K - $47.6K
|
11K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-475- 3.82% |
$39.3K - $47.8K
|
12K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-515- 8.46% |
$42.7K - $51.8K
|
5.58K
$741K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-516- 20.23% |
$42.7K - $51.9K
|
2.04K
$270K
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-526- 0.66% |
$43.6K - $52.9K
|
79.2K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-529- 6.15% |
$43.8K - $53.2K
|
8.07K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-547- 6.95% |
$45.3K - $55K
|
7.32K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-547- 7.46% |
$45.3K - $55K
|
6.79K
$901K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-553- 12.73% |
$45.8K - $55.6K
|
3.79K
$503K
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-562- 15.53% |
$46.6K - $56.5K
|
3.06K
$406K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-570- 17.18% |
$47.2K - $57.3K
|
2.75K
$365K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-588- 8.89% |
$48.7K - $59.1K
|
6.03K
$801K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-590- 11.34% |
$48.9K - $59.3K
|
4.61K
$613K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-600- 6.28% |
$49.7K - $60.3K
|
8.95K
$1.19M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-600- 10.55% |
$49.7K - $60.3K
|
5.09K
$676K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-603- 88.68% |
$50K - $60.6K
|
77
$10.2K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-603- 2.25% |
$50K - $60.6K
|
26.2K
$3.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-606- 8.65% |
$50.2K - $60.9K
|
6.4K
$850K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-614- 5.15% |
$50.9K - $61.7K
|
11.3K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-633- 8.78% |
$52.4K - $63.6K
|
6.58K
$874K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-647- 10.01% |
$53.6K - $65K
|
5.82K
$773K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-648- 0.97% |
$53.7K - $65.1K
|
66.1K
$8.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-650- 13.45% |
$53.8K - $65.3K
|
4.18K
$555K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-666- 9.4% |
$55.2K - $67K
|
6.42K
$852K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-672- 14.98% |
$55.7K - $67.6K
|
3.81K
$507K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-677- 0.76% |
$56.1K - $68.1K
|
88.1K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-679- 10.18% |
$56.2K - $68.3K
|
5.99K
$796K
|