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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,395
shares
|
$467,627
0.04% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
3,393
shares
|
$467,351
0.29% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,380
shares
|
$465,561
0.01% of portfolio
|
Q3 2024
Reduced 95.6%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,380
shares
|
$465,561
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
3,371
shares
|
$464,321
0.08% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
3,345
shares
|
$460,740
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,333
shares
|
$459,087
0.03% of portfolio
|
Q3 2024
Added 27.8%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
3,327
shares
|
$458,260
0.15% of portfolio
|
Q4 2024
Reduced 31.42%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
3,324
shares
|
$457,847
0.11% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,300
shares
|
$454,542
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,299
shares
|
$454,404
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,297
shares
|
$454,128
0.07% of portfolio
|
Q1 2023
Reduced 16.59%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,288
shares
|
$452,889
0.03% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,288
shares
|
$452,889
0.01% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,275
shares
|
$451,098
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
3,273
shares
|
$450,823
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
3,266
shares
|
$449,858
0.01% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
3,229
shares
|
$444,762
0.33% of portfolio
|
Q4 2018
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,211
shares
|
$442,283
0.12% of portfolio
|
Q4 2024
Added 52.98%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
3,202
shares
|
$441,043
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
3,196
shares
|
$440,217
0.62% of portfolio
|
Q3 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,196
shares
|
$440,217
0.08% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
3,182
shares
|
$438,288
0.31% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,164
shares
|
$435,809
0.04% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
3,157
shares
|
$434,845
0.06% of portfolio
|
Q4 2024
Reduced 0.25%
|