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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,985
shares
|
$272,600
0.04% of portfolio
|
Q4 2023
Reduced 7.03%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,981
shares
|
$272,050
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,980
shares
|
$271,913
0.1% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,975
shares
|
$271,226
0.08% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
1,967
shares
|
$270,128
0.01% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
1,956
shares
|
$268,617
0.05% of portfolio
|
Q3 2024
Reduced 42.84%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,937
shares
|
$266,008
0.1% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,936
shares
|
$265,870
0.03% of portfolio
|
Q3 2024
Reduced 98.35%
|
|
|
Stack Financial Management, Inc
|
Feb 04, 2025 Q4 2024 |
1,931
shares
|
$265,184
0.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
1,925
shares
|
$264,360
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,911
shares
|
$262,437
0.17% of portfolio
|
Q1 2023
Reduced 1.24%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,906
shares
|
$261,750
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$261,613
0.1% of portfolio
|
Q4 2024
Reduced 36.73%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,903
shares
|
$261,338
0.15% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
1,900
shares
|
$260,927
0.0% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,898
shares
|
$260,652
0.04% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,897
shares
|
$260,515
0.11% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$260,515
0.02% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
1,885
shares
|
$258,867
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,880
shares
|
$258,180
0.12% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,874
shares
|
$257,356
0.09% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
1,872
shares
|
$257,081
0.23% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,865
shares
|
$256,120
0.12% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,860
shares
|
$255,433
0.0% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
1,860
shares
|
$255,433
0.08% of portfolio
|
Q3 2024
Reduced 9.8%
|