Purchases and Sales Made in Q1 2023 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.07KNew |
$200K - $215K
|
2.07K
$283K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.07K+ 44.67% |
$199K - $214K
|
6.69K
$912K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 44.99% |
$198K - $212K
|
6.6K
$899K
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.04KNew |
$197K - $211K
|
2.04K
$278K
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.03KNew |
$196K - $210K
|
2.03K
$276K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
2.01K+ 17.56% |
$194K - $209K
|
13.5K
$1.84M
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.01K+ 25.7% |
$194K - $209K
|
9.84K
$1.34M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
2K+ 152.09% |
$193K - $207K
|
3.32K
$452K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.92K+ 62.28% |
$185K - $199K
|
4.99K
$680K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.85K+ 72.29% |
$179K - $192K
|
4.41K
$602K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.82K+ 11.59% |
$175K - $188K
|
17.5K
$2.39M
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.81K+ 5.14% |
$175K - $188K
|
37K
$5.05M
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.77K+ 42.91% |
$171K - $183K
|
5.89K
$803K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.76K+ 8.6% |
$170K - $183K
|
22.3K
$3.04M
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.7KNew |
$164K - $176K
|
1.7K
$232K
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 5.71% |
$163K - $175K
|
31.2K
$4.26M
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.59K+ 3.43% |
$153K - $165K
|
47.9K
$6.52M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.54K+ 6.12% |
$149K - $160K
|
26.7K
$3.64M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.46K+ 2.6% |
$140K - $151K
|
57.5K
$7.84M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.43K+ 21.11% |
$138K - $149K
|
8.23K
$1.12M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.43K+ 3.31% |
$138K - $148K
|
44.5K
$6.07M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.43K+ 7.77% |
$138K - $148K
|
19.8K
$2.69M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.42K+ 889.38% |
$137K - $148K
|
1.58K
$216K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.4K+ 4.91% |
$135K - $145K
|
29.9K
$4.08M
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.36KNew |
$131K - $140K
|
1.36K
$185K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.35K+ 17.89% |
$131K - $140K
|
8.92K
$1.22M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.35K+ 2.17% |
$130K - $140K
|
63.6K
$8.66M
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.32K+ 6.94% |
$127K - $137K
|
20.3K
$2.77M
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
1.29K+ 5.86% |
$125K - $134K
|
23.3K
$3.18M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.26K+ 23.86% |
$122K - $131K
|
6.56K
$894K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 22.03% |
$120K - $129K
|
6.91K
$942K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.25KNew |
$120K - $129K
|
1.25K
$170K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.21KNew |
$116K - $125K
|
1.21K
$165K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.2K+ 30.02% |
$115K - $124K
|
5.18K
$706K
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.19K+ 12.49% |
$114K - $123K
|
10.7K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.17K+ 6.18% |
$113K - $121K
|
20.1K
$2.74M
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.1K+ 17.18% |
$106K - $114K
|
7.47K
$1.02M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.08KNew |
$105K - $112K
|
1.08K
$148K
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.08K+ 1.1% |
$104K - $112K
|
99.3K
$13.5M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 1.04% |
$104K - $112K
|
104K
$14.2M
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.05K+ 11.56% |
$101K - $109K
|
10.1K
$1.38M
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1K+ 1137.5% |
$96.6K - $104K
|
1.09K
$148K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1K+ 25.41% |
$96.5K - $104K
|
4.94K
$673K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
992+ 15.43% |
$95.7K - $103K
|
7.42K
$1.01M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
985+ 1.19% |
$95.1K - $102K
|
83.5K
$11.4M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
983+ 3.4% |
$94.9K - $102K
|
29.9K
$4.07M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
981+ 9810.0% |
$94.7K - $102K
|
991
$135K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
977+ 30.24% |
$94.3K - $101K
|
4.21K
$574K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
963+ 28.21% |
$92.9K - $99.8K
|
4.38K
$597K
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
956+ 2.44% |
$92.3K - $99.1K
|
40.1K
$5.47M
|