Purchases and Sales Made in Q3 2022 in Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.27K+ 4.17% |
$354K - $430K
|
107K
$14.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.23K+ 8.86% |
$350K - $425K
|
51.9K
$7.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.12K+ 0.49% |
$342K - $414K
|
850K
$116M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.1K+ 2.33% |
$340K - $412K
|
180K
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.93KNew |
$326K - $395K
|
3.93K
$536K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.9K+ 218.0% |
$323K - $392K
|
5.69K
$776K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.8KNew |
$315K - $382K
|
3.8K
$518K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.78K+ 0.51% |
$313K - $380K
|
741K
$101M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.6K+ 6.84% |
$298K - $362K
|
56.3K
$7.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.59K+ 4.13% |
$297K - $361K
|
90.4K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.48KNew |
$289K - $350K
|
3.48K
$475K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.42K+ 4.81% |
$283K - $344K
|
74.5K
$10.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.28K+ 10.43% |
$271K - $329K
|
34.7K
$4.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.23KNew |
$268K - $325K
|
3.23K
$440K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
3.19KNew |
$264K - $320K
|
3.19K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.18K+ 4.42% |
$264K - $320K
|
75.3K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.18KNew |
$264K - $320K
|
3.18K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.14KNew |
$260K - $316K
|
3.14K
$429K
|
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
3.11K+ 8.57% |
$257K - $312K
|
39.3K
$5.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.03K+ 589.11% |
$251K - $304K
|
3.54K
$483K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.02K+ 11.25% |
$250K - $303K
|
29.8K
$4.07M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.02K+ 11.25% |
$250K - $303K
|
29.8K
$4.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
3KNew |
$249K - $302K
|
3K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
3K+ 5.27% |
$249K - $302K
|
60K
$8.18M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.9K+ 17.26% |
$240K - $291K
|
19.7K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.86KNew |
$237K - $287K
|
2.86K
$390K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.85K+ 12.77% |
$236K - $287K
|
25.2K
$3.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.81K+ 15.86% |
$233K - $283K
|
20.5K
$2.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.79KNew |
$231K - $280K
|
2.79K
$380K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.75KNew |
$228K - $277K
|
2.75K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.71K+ 106.9% |
$225K - $273K
|
5.25K
$716K
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
2.7KNew |
$224K - $272K
|
2.7K
$368K
|
|
|
Nov 16, 2022
Q3 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.69KNew |
$223K - $271K
|
2.69K
$367K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.65KNew |
$220K - $267K
|
2.65K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.6K+ 73.5% |
$216K - $262K
|
6.15K
$838K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.59KNew |
$214K - $260K
|
2.59K
$353K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.58K+ 2.67% |
$214K - $260K
|
99.2K
$13.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.46KNew |
$204K - $247K
|
2.46K
$335K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.44KNew |
$202K - $245K
|
2.44K
$332K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$201K - $244K
|
2.43K
$331K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.43K+ 6.04% |
$201K - $244K
|
42.7K
$5.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.41K+ 2.34% |
$200K - $242K
|
105K
$14.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.41K+ 759.62% |
$199K - $242K
|
2.73K
$371K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.38K+ 77.36% |
$197K - $239K
|
5.46K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.38K+ 77.36% |
$197K - $239K
|
5.46K
$744K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.35KNew |
$195K - $236K
|
2.35K
$321K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
2.32K+ 8.71% |
$192K - $233K
|
28.9K
$3.94M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
2.2K+ 8.95% |
$182K - $221K
|
26.8K
$3.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.19K+ 17.32% |
$181K - $220K
|
14.8K
$2.02M
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
2.19KNew |
$181K - $220K
|
2.19K
$298K
|