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
|
Wealthfront Advisers LLC
|
BUY
|
- |
310+ 6.22% |
$26.3K - $31.7K
|
5.3K
$709K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
300+ 21.77% |
$25.4K - $30.7K
|
1.68K
$225K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
294+ 15.95% |
$24.9K - $30.1K
|
2.14K
$286K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
283+ 0.51% |
$24K - $29K
|
56.1K
$7.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
275+ 1.36% |
$23.3K - $28.1K
|
20.5K
$2.75M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
273+ 3.48% |
$23.1K - $27.9K
|
8.12K
$1.09M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
268New |
$22.7K - $27.4K
|
268
$35.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
268New |
$22.7K - $27.4K
|
268
$35.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
255+ 0.55% |
$21.6K - $26.1K
|
46.3K
$6.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
252+ 7.66% |
$21.4K - $25.8K
|
3.54K
$474K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
252+ 3.49% |
$21.4K - $25.8K
|
7.47K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
251+ 23.59% |
$21.3K - $25.7K
|
1.32K
$176K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
250+ 3.33% |
$21.2K - $25.6K
|
7.75K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
250New |
$21.2K - $25.6K
|
250
$33.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
247+ 2.2% |
$20.9K - $25.3K
|
11.5K
$1.53M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
243New |
$20.6K - $24.9K
|
243
$32.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
242+ 20.49% |
$20.5K - $24.8K
|
1.42K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
231+ 2.45% |
$19.6K - $23.6K
|
9.67K
$1.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
229+ 24.92% |
$19.4K - $23.4K
|
1.15K
$154K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
225+ 1.95% |
$19.1K - $23K
|
11.8K
$1.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
216+ 2.5% |
$18.3K - $22.1K
|
8.86K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
214+ 5.75% |
$18.1K - $21.9K
|
3.94K
$527K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
212+ 3.22% |
$18K - $21.7K
|
6.79K
$909K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
208+ 2.92% |
$17.6K - $21.3K
|
7.34K
$983K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 50.89% |
$16.9K - $20.5K
|
593
$79.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
200New |
$16.9K - $20.5K
|
200
$26.8K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
196+ 7.77% |
$16.6K - $20.1K
|
2.72K
$364K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
186+ 9.77% |
$15.8K - $19K
|
2.09K
$280K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
186+ 3.88% |
$15.8K - $19K
|
4.98K
$666K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
183New |
$15.5K - $18.7K
|
183
$24.5K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
181+ 0.71% |
$15.3K - $18.5K
|
25.8K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
177+ 1.52% |
$15K - $18.1K
|
11.8K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
176+ 0.11% |
$14.9K - $18K
|
159K
$21.3M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
163+ 2.02% |
$13.8K - $16.7K
|
8.22K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
155+ 1.18% |
$13.1K - $15.9K
|
13.3K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
155+ 0.29% |
$13.1K - $15.9K
|
54K
$7.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
150New |
$12.7K - $15.3K
|
150
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$12.7K - $15.3K
|
150
$20.1K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
145+ 2.55% |
$12.3K - $14.8K
|
5.83K
$781K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
142+ 1.28% |
$12K - $14.5K
|
11.3K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
142+ 4.81% |
$12K - $14.5K
|
3.09K
$414K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
140New |
$11.9K - $14.3K
|
140
$18.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
136+ 2.46% |
$11.5K - $13.9K
|
5.67K
$758K
|
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
120+ 4.01% |
$10.2K - $12.3K
|
3.11K
$417K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
117+ 5.06% |
$9.91K - $12K
|
2.43K
$325K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
115+ 12.76% |
$9.75K - $11.8K
|
1.02K
$136K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
107+ 41.31% |
$9.07K - $10.9K
|
366
$49K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
104+ 416.0% |
$8.81K - $10.6K
|
129
$17.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
102+ 1457.14% |
$8.64K - $10.4K
|
109
$14.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100+ 1.82% |
$8.47K - $10.2K
|
5.58K
$747K
|