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 |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
13,429
shares
|
$1.92 Million
0.93% of portfolio
|
Q1 2023
Reduced 2.77%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,394
shares
|
$1.91 Million
1.12% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
13,359
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 96.75%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
13,298
shares
|
$1.9 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
13,093
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
13,041
shares
|
$1.86 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
12,959
shares
|
$1.85 Million
0.28% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
12,948
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.74%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
12,862
shares
|
$1.83 Million
0.81% of portfolio
|
Q2 2024
Added 90.21%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
12,859
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2024
Added 33.53%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
12,842
shares
|
$1.83 Million
0.59% of portfolio
|
Q4 2023
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
12,809
shares
|
$1.83 Million
0.61% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
12,600
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
12,564
shares
|
$1.79 Million
1.4% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
12,496
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
12,496
shares
|
$1.78 Million
0.15% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
12,450
shares
|
$1.78 Million
1.01% of portfolio
|
Q2 2024
Added 35.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
12,323
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 85.26%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
12,290
shares
|
$1.75 Million
0.57% of portfolio
|
Q4 2023
Added 46.11%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
12,268
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
12,266
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
12,250
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
12,247
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
12,238
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,167
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2023
New holding
|