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 1,434 institutions that hold shares in the stock, with a total of 131 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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
39
shares
|
$5,563
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
37
shares
|
$5,278
0.0% of portfolio
|
Q2 2020
Reduced 60.64%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
35
shares
|
$4,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
32
shares
|
$4,564
0.0% of portfolio
|
Q2 2023
Reduced 97.79%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
31
shares
|
$4,422
0.0% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
28
shares
|
$3,994
0.0% of portfolio
|
Q2 2024
Reduced 77.42%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
27
shares
|
$3,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
27
shares
|
$3,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25
shares
|
$3,566
0.0% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
25
shares
|
$3,566
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
22
shares
|
$3,138
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
19
shares
|
$2,710
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
19
shares
|
$2,710
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
16
shares
|
$2,282
0.0% of portfolio
|
Q3 2024
Reduced 89.04%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
15
shares
|
$2,139
0.0% of portfolio
|
Q2 2024
Reduced 87.39%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14
shares
|
$1,997
0.0% of portfolio
|
Q1 2024
Reduced 97.64%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
12
shares
|
$1,711
0.0% of portfolio
|
Q1 2024
Reduced 87.88%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
12
shares
|
$1,711
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
10
shares
|
$1,426
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
10
shares
|
$1,426
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$1,283
0.0% of portfolio
|
Q4 2019
Reduced 96.93%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
6
shares
|
$855
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
6
shares
|
$855
0.0% of portfolio
|
Q3 2024
Reduced 97.83%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$713
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
5
shares
|
$713
0.0% of portfolio
|
Q2 2023
New holding
|