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 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
91+ 38.24% |
$7.54K - $9.15K
|
329
$44K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
84+ 9.2% |
$6.96K - $8.44K
|
997
$133K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
81+ 1.49% |
$6.71K - $8.14K
|
5.53K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
80+ 1.1% |
$6.63K - $8.04K
|
7.38K
$988K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
80+ 0.01% |
$6.63K - $8.04K
|
641K
$85.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
80+ 0.17% |
$6.63K - $8.04K
|
46.4K
$6.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
80+ 190.48% |
$6.63K - $8.04K
|
122
$16.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
78New |
$6.46K - $7.84K
|
78
$10.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
75+ 0.69% |
$6.21K - $7.54K
|
11K
$1.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
75+ 0.93% |
$6.21K - $7.54K
|
8.13K
$1.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
74+ 0.13% |
$6.13K - $7.44K
|
57.9K
$7.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
72+ 1.41% |
$5.96K - $7.24K
|
5.19K
$695K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
62+ 1.22% |
$5.14K - $6.23K
|
5.15K
$690K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
60+ 0.31% |
$4.97K - $6.03K
|
19.2K
$2.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
57+ 1.94% |
$4.72K - $5.73K
|
2.99K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
56+ 0.93% |
$4.64K - $5.63K
|
6.1K
$817K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
56+ 18.18% |
$4.64K - $5.63K
|
364
$48.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
55+ 2.12% |
$4.56K - $5.53K
|
2.65K
$355K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
53+ 1.4% |
$4.39K - $5.33K
|
3.83K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46+ 1.31% |
$3.81K - $4.62K
|
3.55K
$475K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 0.66% |
$3.81K - $4.62K
|
7.02K
$939K
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
46+ 0.86% |
$3.81K - $4.62K
|
5.39K
$722K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
43+ 10.75% |
$3.56K - $4.32K
|
443
$59.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
38+ 1.32% |
$3.15K - $3.82K
|
2.92K
$391K
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
38+ 0.17% |
$3.15K - $3.82K
|
22.7K
$3.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
36+ 0.16% |
$2.98K - $3.62K
|
22.3K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
30+ 0.88% |
$2.49K - $3.02K
|
3.42K
$458K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
30+ 90.91% |
$2.49K - $3.02K
|
63
$8.43K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
BUY
|
- |
28+ 0.93% |
$2.32K - $2.81K
|
3.05K
$408K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$2.07K - $2.51K
|
25
$3.35K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 0.08% |
$1.91K - $2.31K
|
28.6K
$3.83M
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
23+ 0.49% |
$1.91K - $2.31K
|
4.73K
$633K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
22+ 0.29% |
$1.82K - $2.21K
|
7.72K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.16% |
$1.82K - $2.21K
|
14.1K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
20+ 0.2% |
$1.66K - $2.01K
|
10K
$1.35M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
19+ 0.44% |
$1.57K - $1.91K
|
4.37K
$585K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.05% |
$1.49K - $1.81K
|
38.2K
$5.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.38% |
$1.41K - $1.71K
|
4.55K
$609K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
17+ 1.48% |
$1.41K - $1.71K
|
1.17K
$156K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
15+ 0.4% |
$1.24K - $1.51K
|
3.75K
$502K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15+ 0.92% |
$1.24K - $1.51K
|
1.64K
$219K
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$1.24K - $1.51K
|
3.19K
$427K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15+ 0.11% |
$1.24K - $1.51K
|
13.1K
$1.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13+ 0.16% |
$1.08K - $1.31K
|
7.91K
$1.06M
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
13+ 0.43% |
$1.08K - $1.31K
|
3.01K
$403K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12+ 22.22% |
$994 - $1.21K
|
66
$8.83K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.48% |
$994 - $1.21K
|
2.51K
$336K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.31% |
$994 - $1.21K
|
3.93K
$526K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
11+ 0.1% |
$911 - $1.11K
|
10.6K
$1.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
9+ 0.04% |
$746 - $905
|
21.5K
$2.88M
|