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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
3,155
shares
|
$434,569
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
3,153
shares
|
$434,294
0.28% of portfolio
|
Q3 2024
Added 24.82%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
3,150
shares
|
$433,881
0.27% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,125
shares
|
$430,437
0.03% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,107
shares
|
$427,958
0.06% of portfolio
|
Q4 2024
Added 44.78%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
3,105
shares
|
$427,682
0.42% of portfolio
|
Q2 2024
Reduced 99.18%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,103
shares
|
$427,407
0.06% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
3,100
shares
|
$426,994
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,090
shares
|
$425,616
0.05% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,077
shares
|
$423,825
0.06% of portfolio
|
Q4 2024
Reduced 22.65%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
3,069
shares
|
$422,724
0.13% of portfolio
|
Q4 2024
Reduced 69.22%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,068
shares
|
$422,586
0.02% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
3,066
shares
|
$422,310
0.0% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,046
shares
|
$419,556
0.03% of portfolio
|
Q4 2024
Reduced 34.44%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,046
shares
|
$419,556
0.12% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
3,045
shares
|
$419,418
0.11% of portfolio
|
Q4 2024
Reduced 38.66%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,025
shares
|
$416,663
0.02% of portfolio
|
Q3 2023
Reduced 17.84%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
3,022
shares
|
$416,250
0.02% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,018
shares
|
$415,699
0.05% of portfolio
|
Q4 2022
Added 3.21%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
3,015
shares
|
$415,286
0.04% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
3,013
shares
|
$415,010
0.18% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
3,011
shares
|
$414,735
0.13% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,002
shares
|
$413,495
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,999
shares
|
$413,082
0.07% of portfolio
|
Q2 2020
Reduced 30.21%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
2,998
shares
|
$412,944
0.2% of portfolio
|
Q4 2024
New holding
|