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 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
18.2K+ 12.49% |
$1.54M - $1.86M
|
164K
$22.3M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
17K+ 8.35% |
$1.44M - $1.74M
|
221K
$30.1M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 32.6% |
$1.43M - $1.73M
|
68.8K
$9.38M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.9K+ 35.8% |
$1.43M - $1.73M
|
64.1K
$8.74M
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
16.8KNew |
$1.42M - $1.72M
|
16.8K
$2.29M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
16.5KNew |
$1.39M - $1.68M
|
16.5K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 79.63% |
$1.38M - $1.66M
|
36.7K
$5M
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
16.1KNew |
$1.36M - $1.65M
|
16.1K
$2.19M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
15.7KNew |
$1.33M - $1.6M
|
15.7K
$2.14M
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
15.6K+ 4745.29% |
$1.32M - $1.6M
|
15.9K
$2.17M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.6KNew |
$1.32M - $1.59M
|
15.6K
$2.12M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.5K+ 37.58% |
$1.31M - $1.59M
|
56.8K
$7.74M
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
15.5KNew |
$1.31M - $1.59M
|
15.5K
$2.11M
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14.8KNew |
$1.25M - $1.51M
|
14.8K
$2.02M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
14.3KNew |
$1.21M - $1.47M
|
14.3K
$1.95M
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
13.8KNew |
$1.17M - $1.41M
|
13.8K
$1.88M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
13.4KNew |
$1.14M - $1.37M
|
13.4K
$1.83M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
13.2K+ 306.02% |
$1.12M - $1.35M
|
17.5K
$2.39M
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.2K+ 245.82% |
$1.12M - $1.35M
|
18.5K
$2.53M
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
13.1K+ 424.82% |
$1.11M - $1.34M
|
16.2K
$2.21M
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13KNew |
$1.1M - $1.33M
|
13K
$1.78M
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13KNew |
$1.1M - $1.33M
|
13K
$1.77M
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
13KNew |
$1.1M - $1.33M
|
13K
$1.77M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.6K+ 60.59% |
$1.07M - $1.29M
|
33.4K
$4.55M
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
12.5K+ 15.58% |
$1.06M - $1.28M
|
92.9K
$12.7M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.3K+ 142.23% |
$1.05M - $1.26M
|
21K
$2.86M
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 26.23% |
$1.04M - $1.25M
|
59K
$8.05M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$990K - $1.2M
|
11.7K
$1.59M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 12.99% |
$986K - $1.19M
|
101K
$13.8M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 16.45% |
$981K - $1.19M
|
82K
$11.2M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 15.23% |
$962K - $1.16M
|
85.9K
$11.7M
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.4KNew |
$962K - $1.16M
|
11.4K
$1.55M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.3K+ 6.3% |
$960K - $1.16M
|
191K
$26.1M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 27.2% |
$952K - $1.15M
|
52.5K
$7.16M
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
11.2K+ 44.51% |
$950K - $1.15M
|
36.4K
$4.96M
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
11.1K+ 108.14% |
$943K - $1.14M
|
21.4K
$2.92M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
11.1KNew |
$940K - $1.14M
|
11.1K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
11.1K+ 24.42% |
$938K - $1.13M
|
56.4K
$7.69M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11K+ 19.85% |
$935K - $1.13M
|
66.6K
$9.09M
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
10.9KNew |
$924K - $1.12M
|
10.9K
$1.49M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10.8KNew |
$915K - $1.11M
|
10.8K
$1.47M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.4KNew |
$882K - $1.07M
|
10.4K
$1.42M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.3K+ 200.29% |
$870K - $1.05M
|
15.4K
$2.1M
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
10.2KNew |
$865K - $1.04M
|
10.2K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
10.2KNew |
$861K - $1.04M
|
10.2K
$1.38M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.81K+ 39.08% |
$831K - $1M
|
34.9K
$4.76M
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
9.7KNew |
$822K - $992K
|
9.7K
$1.32M
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
9.7KNew |
$822K - $992K
|
9.7K
$1.32M
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
9.63KNew |
$816K - $985K
|
9.63K
$1.31M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.57K+ 962.27% |
$811K - $979K
|
10.6K
$1.44M
|