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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,678
shares
|
$506,607
0.01% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,670
shares
|
$505,505
0.05% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,659
shares
|
$503,990
0.55% of portfolio
|
Q2 2022
Reduced 38.82%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,651
shares
|
$502,888
0.02% of portfolio
|
Q1 2024
Added 7.73%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,647
shares
|
$502,337
1.32% of portfolio
|
Q3 2024
Reduced 64.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
3,639
shares
|
$501,235
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
3,625
shares
|
$499,307
0.45% of portfolio
|
Q4 2024
Reduced 23.62%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,600
shares
|
$495,864
0.13% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,599
shares
|
$495,726
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
3,582
shares
|
$493,384
0.06% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
3,579
shares
|
$492,971
0.04% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
3,562
shares
|
$490,629
0.05% of portfolio
|
Q4 2019
Reduced 0.92%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,557
shares
|
$489,941
0.06% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
3,523
shares
|
$485,258
0.1% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
3,514
shares
|
$484,018
0.13% of portfolio
|
Q4 2024
Added 39.94%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,512
shares
|
$483,742
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
3,512
shares
|
$483,742
0.13% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
3,500
shares
|
$482,090
0.33% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,493
shares
|
$481,125
0.05% of portfolio
|
Q4 2023
Reduced 9.44%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
3,467
shares
|
$477,544
0.06% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,467
shares
|
$477,544
0.1% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,423
shares
|
$471,484
0.09% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
3,412
shares
|
$469,968
0.08% of portfolio
|
Q4 2024
Added 71.8%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
3,403
shares
|
$468,729
0.31% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,402
shares
|
$468,591
0.08% of portfolio
|
Q3 2024
Reduced 14.74%
|