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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
30,411
shares
|
$4.34 Million
0.63% of portfolio
|
Q1 2024
Reduced 37.12%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
30,254
shares
|
$4.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.97%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
30,231
shares
|
$4.31 Million
2.37% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
29,934
shares
|
$4.27 Million
0.13% of portfolio
|
Q3 2024
Reduced 61.82%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
29,850
shares
|
$4.26 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Client First Capital LLC
|
Oct 15, 2024 Q3 2024 |
29,724
shares
|
$4.24 Million
2.23% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,613
shares
|
$4.22 Million
0.6% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
29,545
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 158.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,538
shares
|
$4.21 Million
0.06% of portfolio
|
Q2 2024
Added 16.23%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
29,480
shares
|
$4.21 Million
0.69% of portfolio
|
Q3 2024
Added 31.75%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
28,958
shares
|
$4.13 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
28,893
shares
|
$4.12 Million
2.93% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
28,842
shares
|
$4.11 Million
0.13% of portfolio
|
Q3 2024
Added 531.12%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
28,736
shares
|
$4.1 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
28,701
shares
|
$4.09 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
28,488
shares
|
$4.06 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
28,403
shares
|
$4.05 Million
0.31% of portfolio
|
Q3 2024
Added 1045.28%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
28,025
shares
|
$4 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
27,849
shares
|
$3.97 Million
1.14% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
27,676
shares
|
$3.95 Million
0.18% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
27,459
shares
|
$3.92 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
27,375
shares
|
$3.91 Million
1.71% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
27,375
shares
|
$3.91 Million
1.71% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
26,820
shares
|
$3.83 Million
0.9% of portfolio
|
Q3 2024
Added 382.37%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
26,290
shares
|
$3.75 Million
1.0% of portfolio
|
Q3 2024
Added 8.73%
|