Purchases and Sales Made in Q4 2021 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.73K+ 9.97% |
$269K - $292K
|
30.1K
$3.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 6.81% |
$264K - $287K
|
42K
$5.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
2.66KNew |
$262K - $284K
|
2.66K
$349K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.63K+ 4.19% |
$260K - $282K
|
65.4K
$8.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.62K+ 13.95% |
$258K - $280K
|
21.4K
$2.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
2.59KNew |
$255K - $277K
|
2.59K
$340K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.57KNew |
$254K - $275K
|
2.57K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.55KNew |
$251K - $273K
|
2.55K
$335K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
2.55K+ 90.77% |
$251K - $273K
|
5.35K
$703K
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.51KNew |
$248K - $269K
|
2.51K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.51K+ 5.9% |
$247K - $269K
|
45K
$5.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$246K - $267K
|
2.49K
$327K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.48K+ 43.65% |
$244K - $265K
|
8.15K
$1.07M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
2.41K+ 61.17% |
$238K - $258K
|
6.36K
$834K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.39K+ 8.07% |
$236K - $256K
|
32K
$4.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
2.38KNew |
$235K - $255K
|
2.38K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.38K+ 43.41% |
$235K - $255K
|
7.86K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.37KNew |
$233K - $254K
|
2.37K
$311K
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
2.36KNew |
$233K - $253K
|
2.36K
$310K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 2.51% |
$229K - $249K
|
94.7K
$12.4M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.3KNew |
$227K - $246K
|
2.3K
$302K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.29KNew |
$226K - $246K
|
2.29K
$301K
|
|
|
Feb 08, 2022
Q4 2021
|
Private Management Group Inc
|
BUY
|
- |
2.28KNew |
$225K - $244K
|
2.28K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.27K+ 107.54% |
$224K - $243K
|
4.38K
$574K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.25K+ 7.9% |
$222K - $241K
|
30.8K
$4.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.24K+ 9.33% |
$221K - $240K
|
26.3K
$3.45M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.23KNew |
$219K - $238K
|
2.23K
$292K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.22KNew |
$219K - $237K
|
2.22K
$291K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.2K+ 23.58% |
$217K - $235K
|
11.5K
$1.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.13KNew |
$210K - $228K
|
2.13K
$280K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.09K+ 3.07% |
$207K - $224K
|
70.3K
$9.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.09K+ 3.0% |
$206K - $223K
|
71.6K
$9.4M
|
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
2.08KNew |
$206K - $223K
|
2.08K
$274K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
2.08KNew |
$205K - $223K
|
2.08K
$273K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.07K+ 0.15% |
$204K - $221K
|
1.41M
$186M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.06K+ 104.41% |
$203K - $221K
|
4.03K
$530K
|
|
|
Feb 11, 2022
Q4 2021
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
2.05K+ 3.12% |
$202K - $219K
|
67.7K
$8.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.04KNew |
$201K - $219K
|
2.04K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.03KNew |
$200K - $217K
|
2.03K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 6.83% |
$199K - $216K
|
31.6K
$4.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.01KNew |
$199K - $216K
|
2.01K
$264K
|
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
BUY
|
- |
2KNew |
$197K - $214K
|
2K
$263K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.99KNew |
$196K - $213K
|
1.99K
$261K
|
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.98KNew |
$195K - $212K
|
1.98K
$259K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.97KNew |
$194K - $211K
|
1.97K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.97KNew |
$194K - $210K
|
1.97K
$258K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.96K+ 18.89% |
$193K - $210K
|
12.3K
$1.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.95KNew |
$193K - $209K
|
1.95K
$256K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.95KNew |
$192K - $209K
|
1.95K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.94KNew |
$191K - $208K
|
1.94K
$255K
|