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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,756
shares
|
$241,151
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,754
shares
|
$240,876
0.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
1,747
shares
|
$239,915
0.15% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,743
shares
|
$239,366
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
1,731
shares
|
$237,718
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
1,728
shares
|
$237,306
0.02% of portfolio
|
Q4 2024
Reduced 11.29%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,725
shares
|
$236,894
0.03% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,724
shares
|
$236,756
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
1,718
shares
|
$235,932
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,711
shares
|
$234,971
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,704
shares
|
$234,010
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
1,704
shares
|
$234,010
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
1,697
shares
|
$233,049
0.07% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
1,687
shares
|
$231,675
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
1,686
shares
|
$231,538
0.0% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
1,686
shares
|
$231,538
0.03% of portfolio
|
Q3 2024
Reduced 50.93%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
1,683
shares
|
$231,126
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,682
shares
|
$230,989
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,682
shares
|
$230,989
0.04% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,680
shares
|
$230,714
0.05% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,678
shares
|
$230,439
0.04% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,677
shares
|
$230,302
0.06% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,664
shares
|
$228,517
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,663
shares
|
$228,379
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,663
shares
|
$228,379
0.07% of portfolio
|
Q1 2024
Reduced 10.74%
|