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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
23New |
$1.95K - $2.35K
|
23
$3.04K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
22+ 0.81% |
$1.86K - $2.25K
|
2.75K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
19+ 2.19% |
$1.61K - $1.94K
|
888
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18New |
$1.53K - $1.84K
|
18
$2.38K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17New |
$1.44K - $1.74K
|
17
$2.25K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
16+ 0.5% |
$1.36K - $1.64K
|
3.2K
$424K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.46% |
$1.27K - $1.53K
|
3.26K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
15+ 0.27% |
$1.27K - $1.53K
|
5.66K
$749K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
15+ 0.44% |
$1.27K - $1.53K
|
3.4K
$450K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
14New |
$1.19K - $1.43K
|
14
$1.85K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
14New |
$1.19K - $1.43K
|
14
$1.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13+ 0.16% |
$1.1K - $1.33K
|
7.92K
$1.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
13+ 0.09% |
$1.1K - $1.33K
|
14.1K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
13+ 0.46% |
$1.1K - $1.33K
|
2.84K
$376K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.31% |
$1.02K - $1.23K
|
3.94K
$521K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
12New |
$1.02K - $1.23K
|
12
$1.59K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
11New |
$932 - $1.13K
|
11
$1.46K
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
11+ 0.01% |
$932 - $1.13K
|
118K
$15.6M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
11+ 0.14% |
$932 - $1.13K
|
7.82K
$1.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.23% |
$763 - $921
|
3.98K
$527K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
7+ 0.04% |
$593 - $716
|
17.5K
$2.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 0.74% |
$593 - $716
|
949
$126K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6New |
$508 - $614
|
6
$794
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.23% |
$424 - $512
|
2.15K
$285K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.26% |
$254 - $307
|
1.15K
$152K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.24% |
$254 - $307
|
1.24K
$164K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3+ 0.08% |
$254 - $307
|
3.75K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2+ 0.03% |
$169 - $205
|
7.14K
$945K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 0.01% |
$169 - $205
|
22.7K
$3.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.02% |
$169 - $205
|
9.78K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.12% |
$169 - $205
|
1.64K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.45% |
$169 - $205
|
443
$58.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.43% |
$169 - $205
|
472
$62.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.62% |
$84.7 - $102
|
162
$21.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.22% |
$84.7 - $102
|
459
$60.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.07% |
$84.7 - $102
|
1.44K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.83% |
$84.7 - $102
|
122
$16.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$84.7 - $102
|
1
$132
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.14% |
$84.7 - $102
|
691
$91.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.14% |
$84.7 - $102
|
704
$93.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.54% |
$84.7 - $102
|
186
$24.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
1+ 0.25% |
$84.7 - $102
|
399
$52.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.32% |
$84.7 - $102
|
313
$41.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.04% |
$84.7 - $102
|
2.45K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4- 0.06% |
$339 - $409
|
6.73K
$891K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-4- 0.12% |
$339 - $409
|
3.23K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-4- 0.04% |
$339 - $409
|
11.2K
$1.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 5.56% |
$424 - $512
|
85
$11.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.07% |
$424 - $512
|
7.12K
$941K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6- 0.06% |
$508 - $614
|
10.8K
$1.42M
|