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 |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
15,194
shares
|
$2.17 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
15,192
shares
|
$2.17 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
15,067
shares
|
$2.15 Million
0.97% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
14,972
shares
|
$2.14 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
14,821
shares
|
$2.11 Million
1.09% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Moulton Wealth Management, Inc
|
Oct 17, 2024 Q3 2024 |
14,818
shares
|
$2.11 Million
1.7% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,782
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
14,750
shares
|
$2.1 Million
0.42% of portfolio
|
Q2 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
14,355
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 47.8%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
14,337
shares
|
$2.05 Million
1.39% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
14,291
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 84.59%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,135
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 94.79%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
14,013
shares
|
$2 Million
0.19% of portfolio
|
Q1 2023
Added 0.61%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
13,970
shares
|
$1.99 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
13,936
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
13,917
shares
|
$1.99 Million
0.13% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,830
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
13,814
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
13,783
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
13,773
shares
|
$1.96 Million
0.49% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Donald L. Hagan, LLC
|
Oct 30, 2024 Q3 2024 |
13,683
shares
|
$1.95 Million
1.01% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
13,609
shares
|
$1.94 Million
0.16% of portfolio
|
Q3 2024
Added 78.9%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
13,562
shares
|
$1.93 Million
0.55% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
13,497
shares
|
$1.93 Million
0.86% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
13,450
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Reduced 38.37%
|