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 1,438 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 $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
77,731
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
75,620
shares
|
$10.9 Million
1.32% of portfolio
|
Q3 2024
Added 13.15%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
75,273
shares
|
$10.8 Million
0.27% of portfolio
|
Q3 2022
Added 4.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
75,259
shares
|
$10.8 Million
0.05% of portfolio
|
Q2 2023
Reduced 96.75%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
74,867
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
73,594
shares
|
$10.6 Million
1.52% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
73,102
shares
|
$10.5 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
71,925
shares
|
$10.4 Million
0.38% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,759
shares
|
$10.3 Million
0.04% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
71,181
shares
|
$10.2 Million
2.29% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
70,008
shares
|
$10.1 Million
0.86% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
69,905
shares
|
$10.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
69,591
shares
|
$10 Million
1.14% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
69,249
shares
|
$9.97 Million
0.12% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
66,827
shares
|
$9.62 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
66,421
shares
|
$9.56 Million
0.99% of portfolio
|
Q3 2022
Added 2.25%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
65,899
shares
|
$9.49 Million
0.56% of portfolio
|
Q3 2024
Reduced 34.77%
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
65,494
shares
|
$9.43 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
64,566
shares
|
$9.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
64,526
shares
|
$9.29 Million
0.44% of portfolio
|
Q3 2024
Added 53.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
64,160
shares
|
$9.24 Million
0.06% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
63,523
shares
|
$9.15 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
63,318
shares
|
$9.12 Million
0.06% of portfolio
|
Q3 2024
Reduced 30.38%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
62,676
shares
|
$9.02 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
62,659
shares
|
$9.02 Million
0.92% of portfolio
|
Q1 2023
Added 0.19%
|