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 1,434 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $18.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
329,727
shares
|
$45.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 13, 2024 Q3 2024 |
324,408
shares
|
$45.1 Million
2.17% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
321,900
shares
|
$44.7 Million
1.73% of portfolio
|
Q3 2024
Added 40.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
314,113
shares
|
$43.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
309,908
shares
|
$43.1 Million
3.74% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
289,035
shares
|
$40.2 Million
0.11% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
279,466
shares
|
$38.8 Million
0.28% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
275,527
shares
|
$38.3 Million
26.19% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
272,630
shares
|
$37.9 Million
0.07% of portfolio
|
Q3 2024
Added 72.24%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
265,801
shares
|
$36.9 Million
0.24% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
257,627
shares
|
$35.8 Million
1.2% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
245,018
shares
|
$34 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
243,693
shares
|
$33.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
236,656
shares
|
$32.9 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
233,202
shares
|
$32.4 Million
0.11% of portfolio
|
Q3 2024
Added 245.16%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
231,312
shares
|
$32.1 Million
12.96% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
231,081
shares
|
$32.1 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
230,157
shares
|
$32 Million
0.43% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
229,771
shares
|
$31.9 Million
2.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
223,045
shares
|
$31 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
219,765
shares
|
$30.5 Million
0.08% of portfolio
|
Q3 2024
Added 17.79%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
218,079
shares
|
$30.3 Million
0.05% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
211,951
shares
|
$29.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
211,555
shares
|
$29.4 Million
2.44% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
209,088
shares
|
$29.1 Million
0.06% of portfolio
|
Q3 2023
Reduced 7.46%
|