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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
809+ 16.18% |
$67K - $81.3K
|
5.81K
$777K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
796+ 21.37% |
$65.9K - $80K
|
4.52K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
791+ 38.87% |
$65.5K - $79.5K
|
2.83K
$378K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
756+ 11.78% |
$62.6K - $76K
|
7.17K
$960K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
743+ 3.89% |
$61.6K - $74.7K
|
19.8K
$2.65M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
739+ 29.48% |
$61.2K - $74.3K
|
3.25K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
737+ 9.66% |
$61.1K - $74.1K
|
8.37K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
736+ 14.22% |
$61K - $74K
|
5.91K
$791K
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
731+ 1.61% |
$60.6K - $73.5K
|
46K
$6.16M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
717+ 12.61% |
$59.4K - $72.1K
|
6.4K
$857K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
713+ 1.25% |
$59.1K - $71.7K
|
58K
$7.76M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
698+ 8.29% |
$57.8K - $70.2K
|
9.12K
$1.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
680+ 11.25% |
$56.3K - $68.4K
|
6.72K
$900K
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
668+ 13.02% |
$55.3K - $67.2K
|
5.8K
$776K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
666+ 15.93% |
$55.2K - $67K
|
4.85K
$649K
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
666+ 15.93% |
$55.2K - $67K
|
4.85K
$649K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
665+ 0.42% |
$55.1K - $66.9K
|
159K
$21.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
663+ 29.84% |
$54.9K - $66.7K
|
2.89K
$386K
|
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
635+ 1.55% |
$52.6K - $63.8K
|
41.5K
$5.56M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
629+ 33.25% |
$52.1K - $63.2K
|
2.52K
$337K
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
623+ 6.64% |
$51.6K - $62.6K
|
10K
$1.34M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600+ 3.76% |
$49.7K - $60.3K
|
16.6K
$2.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
600+ 2.39% |
$49.7K - $60.3K
|
25.7K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
569+ 1.04% |
$47.1K - $57.2K
|
55.2K
$7.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
560+ 8.9% |
$46.4K - $56.3K
|
6.86K
$918K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
554+ 2.15% |
$45.9K - $55.7K
|
26.3K
$3.53M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
553+ 2.21% |
$45.8K - $55.6K
|
25.6K
$3.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
550+ 6.89% |
$45.6K - $55.3K
|
8.53K
$1.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
546+ 7.48% |
$45.2K - $54.9K
|
7.84K
$1.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
521+ 4.32% |
$43.2K - $52.4K
|
12.6K
$1.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
478+ 5.85% |
$39.6K - $48.1K
|
8.64K
$1.16M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
475New |
$39.3K - $47.8K
|
475
$63.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
464+ 14.93% |
$38.4K - $46.6K
|
3.57K
$478K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
461New |
$38.2K - $46.3K
|
461
$61.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
422+ 6.68% |
$35K - $42.4K
|
6.74K
$902K
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
417+ 10.94% |
$34.5K - $41.9K
|
4.23K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
400+ 11.43% |
$33.1K - $40.2K
|
3.9K
$522K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
390+ 4.31% |
$32.3K - $39.2K
|
9.44K
$1.26M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
361New |
$29.9K - $36.3K
|
361
$48.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
360+ 18.07% |
$29.8K - $36.2K
|
2.35K
$315K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
356+ 109.54% |
$29.5K - $35.8K
|
681
$91.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
343+ 5.05% |
$28.4K - $34.5K
|
7.13K
$955K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
333+ 0.74% |
$27.6K - $33.5K
|
45K
$6.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
333+ 1074.19% |
$27.6K - $33.5K
|
364
$48.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
328+ 0.73% |
$27.2K - $33K
|
45K
$6.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
327+ 0.81% |
$27.1K - $32.9K
|
40.7K
$5.45M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
322+ 2.61% |
$26.7K - $32.4K
|
12.7K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
321+ 2.47% |
$26.6K - $32.3K
|
13.3K
$1.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
317+ 0.83% |
$26.3K - $31.9K
|
38.4K
$5.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
303+ 4.61% |
$25.1K - $30.5K
|
6.88K
$921K
|