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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
22,877
shares
|
$3.26 Million
0.22% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
22,695
shares
|
$3.24 Million
0.35% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
22,654
shares
|
$3.23 Million
1.93% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
22,609
shares
|
$3.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
22,593
shares
|
$3.22 Million
2.45% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
22,131
shares
|
$3.16 Million
0.74% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
22,040
shares
|
$3.14 Million
0.32% of portfolio
|
Q3 2024
Added 40.53%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
22,001
shares
|
$3.14 Million
0.35% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
21,907
shares
|
$3.13 Million
0.28% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
21,834
shares
|
$3.11 Million
0.05% of portfolio
|
Q3 2024
Added 127.58%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
21,608
shares
|
$3.08 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
21,608
shares
|
$3.08 Million
0.18% of portfolio
|
Q3 2024
Reduced 78.04%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
21,367
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
21,247
shares
|
$3.03 Million
0.38% of portfolio
|
Q3 2024
Added 30.33%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
21,071
shares
|
$3.01 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
20,930
shares
|
$2.99 Million
1.45% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
20,698
shares
|
$2.95 Million
0.95% of portfolio
|
Q3 2024
Reduced 44.09%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
20,559
shares
|
$2.93 Million
1.16% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
20,436
shares
|
$2.92 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
20,394
shares
|
$2.91 Million
1.89% of portfolio
|
Q3 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
20,300
shares
|
$2.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
20,225
shares
|
$2.89 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
20,096
shares
|
$2.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
19,943
shares
|
$2.84 Million
0.22% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
19,940
shares
|
$2.84 Million
0.07% of portfolio
|
Q3 2024
Added 3.84%
|