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 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-297- 64.71% |
$28.7K - $30.8K
|
162
$22.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-304- 5.55% |
$29.3K - $31.5K
|
5.17K
$705K
|
|
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-308- 7.25% |
$29.7K - $31.9K
|
3.94K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-309- 6.76% |
$29.8K - $32K
|
4.26K
$581K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-310- 32.67% |
$29.9K - $32.1K
|
639
$87.1K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-314- 11.31% |
$30.3K - $32.6K
|
2.46K
$336K
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-315- 5.04% |
$30.4K - $32.7K
|
5.94K
$809K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-315- 64.95% |
$30.4K - $32.7K
|
170
$23.2K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-319- 9.87% |
$30.8K - $33.1K
|
2.91K
$397K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-322- 7.76% |
$31.1K - $33.4K
|
3.83K
$521K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-332- 1.67% |
$32K - $34.4K
|
19.5K
$2.66M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-342- 0.22% |
$33K - $35.5K
|
157K
$21.4M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-344- 2.61% |
$33.2K - $35.7K
|
12.9K
$1.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-345- 4.45% |
$33.3K - $35.8K
|
7.41K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-348- 1.81% |
$33.6K - $36.1K
|
18.9K
$2.58M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-350- 0.87% |
$33.8K - $36.3K
|
39.8K
$5.43M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-352- 10.46% |
$34K - $36.5K
|
3.01K
$411K
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-359- 8.55% |
$34.6K - $37.2K
|
3.84K
$524K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-367- 14.63% |
$35.4K - $38K
|
2.14K
$292K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-369- 0.8% |
$35.6K - $38.3K
|
45.6K
$6.22M
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-372Closed |
$35.9K - $38.6K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-377- 5.64% |
$36.4K - $39.1K
|
6.31K
$860K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-381- 3.02% |
$36.8K - $39.5K
|
12.3K
$1.67M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-382- 2.77% |
$36.9K - $39.6K
|
13.4K
$1.83M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-385- 1.07% |
$37.2K - $39.9K
|
35.5K
$4.84M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-395- 2.39% |
$38.1K - $40.9K
|
16.2K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-400- 3.42% |
$38.6K - $41.5K
|
11.3K
$1.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-400- 4.76% |
$38.6K - $41.5K
|
8.01K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-406- 20.71% |
$39.2K - $42.1K
|
1.55K
$212K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-407- 1.77% |
$39.3K - $42.2K
|
22.6K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-411- 47.08% |
$39.7K - $42.6K
|
462
$63K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-421- 15.59% |
$40.6K - $43.6K
|
2.28K
$311K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-421- 11.85% |
$40.6K - $43.6K
|
3.13K
$427K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-424- 6.56% |
$40.9K - $44K
|
6.04K
$823K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-433- 0.78% |
$41.8K - $44.9K
|
54.9K
$7.48M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-436- 2.67% |
$42.1K - $45.2K
|
15.9K
$2.17M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-448- 3.82% |
$43.2K - $46.4K
|
11.3K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-451- 6.29% |
$43.5K - $46.8K
|
6.72K
$916K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-456- 2.02% |
$44K - $47.3K
|
22.1K
$3.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-458- 7.65% |
$44.2K - $47.5K
|
5.53K
$753K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-459- 5.71% |
$44.3K - $47.6K
|
7.59K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-480- 19.28% |
$46.3K - $49.8K
|
2.01K
$274K
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
SELL
|
- |
-487- 1.02% |
$47K - $50.5K
|
47.3K
$6.45M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-500- 38.46% |
$48.3K - $51.8K
|
800
$109K
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-502- 3.66% |
$48.4K - $52K
|
13.2K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-509- 2.97% |
$49.1K - $52.8K
|
16.6K
$2.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-515- 4.78% |
$49.7K - $53.4K
|
10.2K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-531- 14.87% |
$51.2K - $55K
|
3.04K
$414K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-540- 31.21% |
$52.1K - $56K
|
1.19K
$162K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-540- 63.68% |
$52.1K - $56K
|
308
$42K
|