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 1,484 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 |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,126
shares
|
$291,963
0.08% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,123
shares
|
$291,551
0.07% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,123
shares
|
$291,551
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
2,115
shares
|
$290,452
0.07% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
2,106
shares
|
$289,216
0.19% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,100
shares
|
$288,393
0.12% of portfolio
|
Q2 2024
Reduced 19.23%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
2,094
shares
|
$287,569
0.03% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,091
shares
|
$287,157
0.01% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,079
shares
|
$285,509
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,055
shares
|
$282,213
0.22% of portfolio
|
Q4 2024
Added 17.36%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
2,052
shares
|
$281,801
0.02% of portfolio
|
Q4 2024
Added 64.95%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
2,051
shares
|
$281,663
0.01% of portfolio
|
Q4 2024
Added 16.6%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,040
shares
|
$280,153
0.04% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
2,036
shares
|
$279,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,036
shares
|
$279,603
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
2,033
shares
|
$279,191
0.01% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
2,028
shares
|
$278,505
0.01% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,027
shares
|
$278,367
0.22% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
2,025
shares
|
$278,093
0.05% of portfolio
|
Q4 2024
Reduced 15.27%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,020
shares
|
$277,406
0.07% of portfolio
|
Q3 2023
Added 6.32%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
2,010
shares
|
$276,033
0.12% of portfolio
|
Q2 2024
Reduced 13.73%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,001
shares
|
$274,797
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$274,660
0.09% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,999
shares
|
$274,522
0.03% of portfolio
|
Q4 2022
Reduced 4.76%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
1,993
shares
|
$273,698
0.01% of portfolio
|
Q4 2024
Reduced 87.23%
|