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 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
300+ 1.93% |
$24.9K - $30.2K
|
15.8K
$2.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
300New |
$24.9K - $30.2K
|
300
$40.2K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
299+ 8.74% |
$24.8K - $30.1K
|
3.72K
$498K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
292+ 10.17% |
$24.2K - $29.4K
|
3.16K
$424K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
288+ 5.54% |
$23.9K - $29K
|
5.48K
$734K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
281+ 10.2% |
$23.3K - $28.2K
|
3.04K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
278+ 55.71% |
$23K - $27.9K
|
777
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
274+ 3044.44% |
$22.7K - $27.5K
|
283
$37.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
261+ 1.34% |
$21.6K - $26.2K
|
19.8K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
260+ 2.3% |
$21.5K - $26.1K
|
11.5K
$1.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
259+ 0.63% |
$21.5K - $26K
|
41.1K
$5.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
246New |
$20.4K - $24.7K
|
246
$32.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
245+ 2.68% |
$20.3K - $24.6K
|
9.38K
$1.26M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
245+ 1.42% |
$20.3K - $24.6K
|
17.5K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
226+ 2.98% |
$18.7K - $22.7K
|
7.8K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
225+ 0.41% |
$18.6K - $22.6K
|
55.8K
$7.47M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
224+ 9.1% |
$18.6K - $22.5K
|
2.69K
$359K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
202+ 4.5% |
$16.7K - $20.3K
|
4.69K
$628K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
202+ 1.78% |
$16.7K - $20.3K
|
11.5K
$1.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
202+ 2.18% |
$16.7K - $20.3K
|
9.49K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
200+ 0.21% |
$16.6K - $20.1K
|
95.8K
$12.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 39.37% |
$16.6K - $20.1K
|
708
$94.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
199+ 1.36% |
$16.5K - $20K
|
14.8K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
183+ 3.16% |
$15.2K - $18.4K
|
5.98K
$800K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
180+ 0.49% |
$14.9K - $18.1K
|
36.7K
$4.91M
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
158+ 0.7% |
$13.1K - $15.9K
|
22.8K
$3.05M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
155+ 1.96% |
$12.8K - $15.6K
|
8.07K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
154+ 0.22% |
$12.8K - $15.5K
|
69.2K
$9.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
151+ 3.7% |
$12.5K - $15.2K
|
4.24K
$567K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
148+ 2.49% |
$12.3K - $14.9K
|
6.1K
$817K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
148+ 0.42% |
$12.3K - $14.9K
|
35.6K
$4.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
145+ 0.62% |
$12K - $14.6K
|
23.4K
$3.13M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
128+ 0.75% |
$10.6K - $12.9K
|
17.1K
$2.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
125+ 4.02% |
$10.4K - $12.6K
|
3.23K
$433K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
124+ 2.97% |
$10.3K - $12.5K
|
4.3K
$576K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
123+ 5.35% |
$10.2K - $12.4K
|
2.42K
$324K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
120+ 1.04% |
$9.94K - $12.1K
|
11.7K
$1.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
120+ 14.04% |
$9.94K - $12.1K
|
975
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
119+ 1.07% |
$9.86K - $12K
|
11.2K
$1.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
117New |
$9.69K - $11.8K
|
117
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
112New |
$9.28K - $11.3K
|
112
$15K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
111+ 0.27% |
$9.2K - $11.2K
|
40.8K
$5.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
110+ 2.72% |
$9.11K - $11.1K
|
4.15K
$555K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
110+ 0.47% |
$9.11K - $11.1K
|
23.3K
$3.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
109+ 0.08% |
$9.03K - $11K
|
140K
$18.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
102+ 0.03% |
$8.45K - $10.3K
|
360K
$48.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
101+ 0.1% |
$8.37K - $10.2K
|
98.5K
$13.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
100+ 5.0% |
$8.28K - $10.1K
|
2.1K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
97+ 3.84% |
$8.04K - $9.75K
|
2.62K
$351K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
93+ 0.72% |
$7.7K - $9.35K
|
13.1K
$1.75M
|