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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,103
shares
|
$702,887
0.03% of portfolio
|
Q4 2024
Added 63.09%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,085
shares
|
$700,407
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
5,060
shares
|
$696,964
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,054
shares
|
$696,137
0.04% of portfolio
|
Q3 2022
Reduced 73.52%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,982
shares
|
$686,220
0.0% of portfolio
|
Q4 2022
Added 57.46%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,954
shares
|
$682,363
0.03% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
4,952
shares
|
$682,088
0.04% of portfolio
|
Q3 2024
Added 59.43%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
4,948
shares
|
$681,537
0.03% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 16, 2025 Q4 2024 |
4,933
shares
|
$679,471
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,901
shares
|
$675,063
0.2% of portfolio
|
Q3 2024
Added 47.93%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,899
shares
|
$674,788
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,895
shares
|
$674,237
0.12% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,890
shares
|
$673,548
0.14% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
4,885
shares
|
$672,859
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
4,873
shares
|
$671,207
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,846
shares
|
$667,488
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,800
shares
|
$661,152
0.31% of portfolio
|
Q2 2023
Added 7.05%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,796
shares
|
$660,601
0.05% of portfolio
|
Q4 2022
Reduced 20.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,787
shares
|
$659,361
0.04% of portfolio
|
Q4 2023
Added 5.21%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
4,786
shares
|
$659,223
0.01% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,770
shares
|
$657,019
0.04% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,767
shares
|
$656,606
0.01% of portfolio
|
Q4 2024
Added 60.72%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
4,707
shares
|
$648,342
0.15% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
4,685
shares
|
$645,311
0.13% of portfolio
|
Q3 2024
Added 137.58%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
4,679
shares
|
$644,485
0.14% of portfolio
|
Q4 2024
Added 5.5%
|