Institutional Ownership Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI). We have compiled data on the 1,483 institutions that hold shares in the stock, with a total of 136 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
18,531
shares
|
$2.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
18,277
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
18,238
shares
|
$2.51 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
18,200
shares
|
$2.51 Million
0.09% of portfolio
|
Q2 2022
Added 757.68%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,155
shares
|
$2.5 Million
1.04% of portfolio
|
Q2 2022
Added 0.5%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
18,076
shares
|
$2.49 Million
0.05% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
18,073
shares
|
$2.49 Million
1.02% of portfolio
|
Q4 2024
Added 19.95%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,032
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,980
shares
|
$2.48 Million
0.68% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
17,868
shares
|
$2.46 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
17,844
shares
|
$2.46 Million
0.34% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
17,619
shares
|
$2.43 Million
0.25% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Rye Brook Capital LLC
|
Jan 31, 2025 Q4 2024 |
17,600
shares
|
$2.42 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
17,458
shares
|
$2.4 Million
0.79% of portfolio
|
Q1 2024
Added 22.92%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
17,413
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
17,373
shares
|
$2.39 Million
1.75% of portfolio
|
Q4 2024
Added 980.41%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
17,360
shares
|
$2.39 Million
0.2% of portfolio
|
Q4 2024
Added 27.56%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
17,325
shares
|
$2.39 Million
0.24% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
17,244
shares
|
$2.38 Million
0.14% of portfolio
|
Q3 2024
Reduced 40.55%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
17,072
shares
|
$2.35 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
16,915
shares
|
$2.33 Million
0.65% of portfolio
|
Q3 2022
Added 5.77%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
16,847
shares
|
$2.32 Million
1.5% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,826
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Added 86.0%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
16,738
shares
|
$2.31 Million
0.23% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
16,707
shares
|
$2.3 Million
1.05% of portfolio
|
Q3 2024
Reduced 7.82%
|