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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
6,450
shares
|
$888,423
0.19% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
6,408
shares
|
$882,637
0.0% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,369
shares
|
$877,266
0.28% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
6,347
shares
|
$874,235
0.09% of portfolio
|
Q3 2024
Added 72.94%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,320
shares
|
$870,516
0.12% of portfolio
|
Q4 2024
Reduced 67.18%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,319
shares
|
$870,379
0.03% of portfolio
|
Q3 2023
Added 74.41%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
6,300
shares
|
$867,762
0.06% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
6,248
shares
|
$860,599
0.35% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
6,238
shares
|
$859,222
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,203
shares
|
$854,401
0.02% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,143
shares
|
$846,136
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
6,137
shares
|
$845,310
0.06% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
6,135
shares
|
$845,034
0.45% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,099
shares
|
$840,076
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
6,091
shares
|
$838,974
0.48% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
6,084
shares
|
$838,010
0.17% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
6,054
shares
|
$833,877
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
6,050
shares
|
$833,327
0.76% of portfolio
|
Q3 2022
Reduced 38.21%
|
|
|
Chartist Inc
Seal Beach, CA |
Nov 14, 2024 Q3 2024 |
6,037
shares
|
$831,536
0.61% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,021
shares
|
$829,332
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,005
shares
|
$827,128
0.06% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
5,997
shares
|
$826,026
0.0% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
5,992
shares
|
$825,338
0.23% of portfolio
|
Q4 2024
Reduced 31.53%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
5,975
shares
|
$822,996
0.09% of portfolio
|
Q2 2023
Reduced 3.63%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
5,974
shares
|
$822,858
0.05% of portfolio
|
Q4 2024
Added 14.84%
|