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 |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
35,354
shares
|
$5.04 Million
1.87% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
35,067
shares
|
$5 Million
0.36% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
35,010
shares
|
$4.99 Million
0.55% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
34,981
shares
|
$4.99 Million
0.21% of portfolio
|
Q3 2024
Added 12.62%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
34,352
shares
|
$4.9 Million
2.28% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
34,129
shares
|
$4.87 Million
0.14% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
33,782
shares
|
$4.82 Million
0.56% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
33,748
shares
|
$4.81 Million
2.58% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
33,574
shares
|
$4.79 Million
0.13% of portfolio
|
Q3 2024
Reduced 40.98%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
33,574
shares
|
$4.79 Million
0.11% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
33,243
shares
|
$4.74 Million
0.42% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
32,913
shares
|
$4.7 Million
4.7% of portfolio
|
Q3 2024
Added 67.86%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
32,877
shares
|
$4.69 Million
0.31% of portfolio
|
Q3 2024
Added 123.26%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
32,617
shares
|
$4.65 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
32,102
shares
|
$4.58 Million
0.21% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
31,874
shares
|
$4.55 Million
0.73% of portfolio
|
Q3 2023
Added 1.08%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
31,775
shares
|
$4.53 Million
0.49% of portfolio
|
Q1 2023
Reduced 48.35%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
31,697
shares
|
$4.52 Million
0.39% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
31,589
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2024
Added 40.63%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
31,239
shares
|
$4.46 Million
0.89% of portfolio
|
Q1 2023
Added 2.25%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
31,228
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
31,054
shares
|
$4.43 Million
2.97% of portfolio
|
Q4 2022
Added 1.17%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
31,030
shares
|
$4.43 Million
0.1% of portfolio
|
Q3 2024
Added 29.4%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
30,916
shares
|
$4.41 Million
0.43% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
30,602
shares
|
$4.37 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.37%
|