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 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9+ 0.01% |
$746 - $905
|
70.4K
$9.42M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
9+ 69.23% |
$746 - $905
|
22
$2.94K
|
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
8+ 0.01% |
$663 - $804
|
118K
$15.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.28% |
$663 - $804
|
2.83K
$379K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7New |
$580 - $704
|
7
$937
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.42% |
$497 - $603
|
1.42K
$190K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
6+ 0.59% |
$497 - $603
|
1.03K
$138K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 5.88% |
$414 - $503
|
90
$12K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.11% |
$414 - $503
|
4.43K
$593K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
5New |
$414 - $503
|
5
$669
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.06% |
$331 - $402
|
6.36K
$852K
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
BUY
|
- |
4+ 0.15% |
$331 - $402
|
2.75K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3+ 0.38% |
$249 - $302
|
798
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.24% |
$249 - $302
|
1.24K
$165K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.16% |
$249 - $302
|
1.84K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.68% |
$249 - $302
|
441
$59K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.65% |
$166 - $201
|
312
$41.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
2+ 0.03% |
$166 - $201
|
6.91K
$925K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.06% |
$166 - $201
|
3.29K
$440K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$166 - $201
|
2.67K
$358K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.18% |
$166 - $201
|
1.14K
$153K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.44% |
$166 - $201
|
458
$61.3K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2+ 0.06% |
$166 - $201
|
3.29K
$440K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.02% |
$166 - $201
|
9.78K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.04% |
$82.8 - $101
|
2.45K
$327K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.02% |
$82.8 - $101
|
5.36K
$717K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$82.8 - $101
|
3.95K
$528K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$82.8 - $101
|
7.44K
$995K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$82.8 - $101
|
10.9K
$1.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.14% |
$82.8 - $101
|
726
$97.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$82.8 - $101
|
8.7K
$1.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.63% |
$82.8 - $101
|
161
$21.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.54% |
$82.8 - $101
|
185
$24.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$82.8 - $101
|
703
$94.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.02% |
$82.8 - $101
|
4.28K
$573K
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-3- 0.83% |
$249 - $302
|
357
$47.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-3- 0.07% |
$249 - $302
|
4.25K
$569K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-4- 0.39% |
$331 - $402
|
1.03K
$138K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.35% |
$580 - $704
|
1.98K
$265K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-8- 0.86% |
$663 - $804
|
919
$123K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.89% |
$663 - $804
|
895
$120K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-11- 50.0% |
$911 - $1.11K
|
11
$1.47K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17- 0.77% |
$1.41K - $1.71K
|
2.18K
$291K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-18- 5.44% |
$1.49K - $1.81K
|
313
$41.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-19- 0.48% |
$1.57K - $1.91K
|
3.94K
$527K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-20- 0.69% |
$1.66K - $2.01K
|
2.86K
$383K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-22- 0.87% |
$1.82K - $2.21K
|
2.52K
$337K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-25- 0.52% |
$2.07K - $2.51K
|
4.77K
$639K
|
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-28- 0.98% |
$2.32K - $2.81K
|
2.83K
$378K
|