Purchases and Sales Made in Q4 2022 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
100+ 3.25% |
$8.47K - $10.2K
|
3.18K
$421K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
100+ 1.94% |
$8.47K - $10.2K
|
5.25K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
100New |
$8.47K - $10.2K
|
100
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
99+ 1.55% |
$8.39K - $10.1K
|
6.5K
$860K
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
98+ 0.12% |
$8.3K - $10K
|
79.3K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98New |
$8.3K - $10K
|
98
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
97+ 3.36% |
$8.22K - $9.93K
|
2.98K
$395K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
97+ 1.42% |
$8.22K - $9.93K
|
6.91K
$914K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
94+ 3.21% |
$7.97K - $9.62K
|
3.02K
$399K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
93+ 0.63% |
$7.88K - $9.52K
|
14.9K
$1.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
90+ 0.81% |
$7.63K - $9.21K
|
11.1K
$1.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
85+ 3.32% |
$7.2K - $8.7K
|
2.65K
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
84+ 0.69% |
$7.12K - $8.6K
|
12.3K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
82+ 1.19% |
$6.95K - $8.39K
|
6.96K
$921K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
75+ 3.18% |
$6.36K - $7.67K
|
2.44K
$322K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
75New |
$6.36K - $7.67K
|
75
$9.92K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
72+ 2.62% |
$6.1K - $7.37K
|
2.82K
$373K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71+ 0.4% |
$6.02K - $7.27K
|
17.7K
$2.35M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
69+ 2.31% |
$5.85K - $7.06K
|
3.06K
$405K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
67+ 15.12% |
$5.68K - $6.86K
|
510
$67.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
65+ 0.69% |
$5.51K - $6.65K
|
9.45K
$1.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
62+ 0.62% |
$5.25K - $6.34K
|
10.1K
$1.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
58+ 2.19% |
$4.91K - $5.94K
|
2.71K
$359K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
57+ 1.5% |
$4.83K - $5.83K
|
3.85K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
56+ 6.85% |
$4.75K - $5.73K
|
873
$115K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
52+ 0.32% |
$4.41K - $5.32K
|
16.4K
$2.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
51+ 1.8% |
$4.32K - $5.22K
|
2.88K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$4.24K - $5.12K
|
50
$6.62K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
50New |
$4.24K - $5.12K
|
50
$6.62K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
50+ 0.26% |
$4.24K - $5.12K
|
19.6K
$2.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50New |
$4.24K - $5.12K
|
50
$6.62K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
50+ 1.55% |
$4.24K - $5.12K
|
3.28K
$434K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
42+ 1.34% |
$3.56K - $4.3K
|
3.17K
$419K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
42+ 0.61% |
$3.56K - $4.3K
|
6.95K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
40+ 0.95% |
$3.39K - $4.09K
|
4.25K
$562K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
39New |
$3.3K - $3.99K
|
39
$5.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
38+ 1.42% |
$3.22K - $3.89K
|
2.71K
$359K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
33+ 0.87% |
$2.8K - $3.38K
|
3.85K
$509K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
32+ 0.81% |
$2.71K - $3.27K
|
3.97K
$525K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30New |
$2.54K - $3.07K
|
30
$3.97K
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
30+ 0.44% |
$2.54K - $3.07K
|
6.77K
$896K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
27+ 0.35% |
$2.29K - $2.76K
|
7.79K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
27+ 1.01% |
$2.29K - $2.76K
|
2.69K
$356K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
25+ 0.38% |
$2.12K - $2.56K
|
6.58K
$870K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 0.46% |
$2.12K - $2.56K
|
5.48K
$725K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25New |
$2.12K - $2.56K
|
25
$3.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
24+ 0.2% |
$2.03K - $2.46K
|
12.3K
$1.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
23+ 7.96% |
$1.95K - $2.35K
|
312
$41.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
23+ 0.49% |
$1.95K - $2.35K
|
4.75K
$629K
|