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 |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,251
shares
|
$1.41 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
10,243
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,212
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
10,204
shares
|
$1.41 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10,113
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,102
shares
|
$1.39 Million
0.96% of portfolio
|
Q1 2023
Added 49.95%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
10,092
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
10,092
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
10,035
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 501650.0%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
9,755
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
9,726
shares
|
$1.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,556
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Added 109.84%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,526
shares
|
$1.31 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
9,500
shares
|
$1.31 Million
0.3% of portfolio
|
Q3 2024
Added 280.0%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
9,478
shares
|
$1.31 Million
0.29% of portfolio
|
Q4 2024
Reduced 87.98%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
9,450
shares
|
$1.3 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
9,440
shares
|
$1.3 Million
0.99% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
9,421
shares
|
$1.3 Million
0.62% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,313
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
9,301
shares
|
$1.28 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,227
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
9,224
shares
|
$1.27 Million
0.41% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
9,216
shares
|
$1.27 Million
0.47% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
9,165
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.12%
|