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 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-305- 2.78% |
$25.8K - $31.2K
|
10.7K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-308- 0.53% |
$26.1K - $31.5K
|
57.7K
$7.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-329- 4.08% |
$27.9K - $33.7K
|
7.74K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-330- 0.64% |
$28K - $33.8K
|
51.1K
$6.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-337- 3.87% |
$28.6K - $34.5K
|
8.36K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-344- 5.38% |
$29.2K - $35.2K
|
6.05K
$810K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-350- 26.64% |
$29.7K - $35.8K
|
964
$129K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-351- 11.5% |
$29.7K - $35.9K
|
2.7K
$361K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-360- 3.4% |
$30.5K - $36.8K
|
10.2K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-377- 5.93% |
$31.9K - $38.6K
|
5.99K
$801K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-378- 4.68% |
$32K - $38.7K
|
7.69K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-382- 0.66% |
$32.4K - $39.1K
|
57.5K
$7.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-383- 4.54% |
$32.5K - $39.2K
|
8.04K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-397- 0.25% |
$33.6K - $40.6K
|
157K
$21.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-400- 56.98% |
$33.9K - $40.9K
|
302
$40.4K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-406- 11.93% |
$34.4K - $41.5K
|
3K
$401K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-414- 33.99% |
$35.1K - $42.4K
|
804
$108K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-414- 33.99% |
$35.1K - $42.4K
|
804
$108K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-423- 46.38% |
$35.8K - $43.3K
|
489
$65.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-432- 5.02% |
$36.6K - $44.2K
|
8.17K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-435- 1.71% |
$36.9K - $44.5K
|
24.9K
$3.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-439- 1.71% |
$37.2K - $44.9K
|
25.3K
$3.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-439- 3.17% |
$37.2K - $44.9K
|
13.4K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-447- 0.8% |
$37.9K - $45.7K
|
55.3K
$7.4M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-448- 47.61% |
$38K - $45.8K
|
493
$66K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-450- 0.89% |
$38.1K - $46K
|
50.3K
$6.74M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-456- 20.86% |
$38.6K - $46.7K
|
1.73K
$232K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-460- 2.64% |
$39K - $47.1K
|
17K
$2.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-469- 6.46% |
$39.7K - $48K
|
6.79K
$909K
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-472- 4.7% |
$40K - $48.3K
|
9.58K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-476- 15.82% |
$40.3K - $48.7K
|
2.53K
$339K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-481- 1.43% |
$40.8K - $49.2K
|
33.3K
$4.45M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-498- 10.14% |
$42.2K - $51K
|
4.41K
$591K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-500- 27.78% |
$42.4K - $51.2K
|
1.3K
$174K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-511- 1.74% |
$43.3K - $52.3K
|
28.9K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-514- 8.42% |
$43.6K - $52.6K
|
5.59K
$748K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-516- 2.37% |
$43.7K - $52.8K
|
21.3K
$2.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-517- 10.17% |
$43.8K - $52.9K
|
4.57K
$612K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-525- 1.39% |
$44.5K - $53.7K
|
37.3K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-530- 1.3% |
$44.9K - $54.2K
|
40.2K
$5.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-531- 1.09% |
$45K - $54.3K
|
48.3K
$6.46M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-550- 18.21% |
$46.6K - $56.3K
|
2.47K
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-555- 2.72% |
$47K - $56.8K
|
19.9K
$2.66M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-558- 2.13% |
$47.3K - $57.1K
|
25.7K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-566- 4.73% |
$48K - $57.9K
|
11.4K
$1.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-595- 1.55% |
$50.4K - $60.9K
|
37.9K
$5.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-600- 5.14% |
$50.8K - $61.4K
|
11.1K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-684- 21.07% |
$58K - $70K
|
2.56K
$343K
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-690- 7.91% |
$58.5K - $70.6K
|
8.03K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-693- 20.85% |
$58.7K - $70.9K
|
2.63K
$352K
|