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 1,497 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $18.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,288
shares
|
$317,139
0.11% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
2,283
shares
|
$316,446
0.02% of portfolio
|
Q4 2024
Reduced 24.85%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
2,276
shares
|
$315,476
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,267
shares
|
$314,228
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
2,260
shares
|
$313,258
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,260
shares
|
$313,258
0.01% of portfolio
|
Q4 2024
Added 49.77%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
2,250
shares
|
$311,872
0.14% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,247
shares
|
$311,456
0.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,238
shares
|
$310,209
0.01% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
2,234
shares
|
$309,654
0.28% of portfolio
|
Q4 2024
Added 228.05%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
2,234
shares
|
$309,654
0.21% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,232
shares
|
$309,377
0.01% of portfolio
|
Q4 2024
Added 35.03%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,230
shares
|
$309,100
0.01% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
2,230
shares
|
$309,100
0.03% of portfolio
|
Q2 2024
Reduced 55.27%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
2,229
shares
|
$308,961
0.02% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
2,221
shares
|
$307,852
0.03% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
2,221
shares
|
$307,852
0.0% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,213
shares
|
$306,743
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,210
shares
|
$306,328
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,206
shares
|
$305,773
0.09% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,200
shares
|
$304,942
0.02% of portfolio
|
Q2 2022
Reduced 13.93%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,200
shares
|
$304,942
0.02% of portfolio
|
Q2 2022
Reduced 13.93%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
2,200
shares
|
$304,942
0.2% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
2,198
shares
|
$304,664
0.01% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,196
shares
|
$304,387
0.21% of portfolio
|
Q1 2024
Reduced 0.64%
|