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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
7,916
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
7,914
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
7,903
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,890
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
7,817
shares
|
$1.08 Million
1.59% of portfolio
|
Q3 2022
Added 33.01%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
7,800
shares
|
$1.07 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
7,794
shares
|
$1.07 Million
0.59% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,780
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,761
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,680
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2023
Reduced 24.22%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
7,671
shares
|
$1.06 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
7,665
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,639
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,615
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,573
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,507
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.07%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,488
shares
|
$1.03 Million
0.33% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,436
shares
|
$1.02 Million
0.19% of portfolio
|
Q2 2022
Reduced 0.07%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
7,422
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2024
Reduced 30.8%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
7,411
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
7,411
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 64.62%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
7,336
shares
|
$1.01 Million
0.22% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
7,328
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
7,309
shares
|
$1.01 Million
0.5% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,225
shares
|
$995,171
0.08% of portfolio
|
Q4 2022
Added 16.31%
|