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 1,437 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 $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
19,814
shares
|
$2.84 Million
0.51% of portfolio
|
Q1 2021
Added 1.49%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
19,710
shares
|
$2.82 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
19,619
shares
|
$2.81 Million
0.32% of portfolio
|
Q2 2023
Reduced 9.75%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
19,506
shares
|
$2.79 Million
1.13% of portfolio
|
Q4 2022
Reduced 1.27%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
19,456
shares
|
$2.79 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
19,310
shares
|
$2.76 Million
1.22% of portfolio
|
Q3 2024
Reduced 50.38%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
19,255
shares
|
$2.76 Million
0.5% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
19,240
shares
|
$2.75 Million
0.08% of portfolio
|
Q3 2024
Added 92.21%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
19,199
shares
|
$2.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
18,869
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
18,725
shares
|
$2.68 Million
0.87% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,655
shares
|
$2.67 Million
0.09% of portfolio
|
Q3 2024
Added 85.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
18,564
shares
|
$2.66 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
18,277
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
18,200
shares
|
$2.61 Million
0.09% of portfolio
|
Q2 2022
Added 757.68%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,155
shares
|
$2.6 Million
1.04% of portfolio
|
Q2 2022
Added 0.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,032
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
17,980
shares
|
$2.57 Million
0.68% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
17,878
shares
|
$2.56 Million
0.59% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
17,844
shares
|
$2.55 Million
0.34% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
17,833
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
17,739
shares
|
$2.54 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
17,562
shares
|
$2.51 Million
0.04% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
17,458
shares
|
$2.5 Million
0.79% of portfolio
|
Q1 2024
Added 22.92%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
17,342
shares
|
$2.48 Million
0.35% of portfolio
|
Q3 2024
Reduced 9.89%
|