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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,098
shares
|
$1.59 Million
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,023
shares
|
$1.58 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
10,962
shares
|
$1.57 Million
0.15% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
10,959
shares
|
$1.57 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,905
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.24%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
10,902
shares
|
$1.56 Million
0.79% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,889
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,820
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,793
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
10,637
shares
|
$1.52 Million
0.2% of portfolio
|
Q3 2024
Reduced 55.74%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
10,581
shares
|
$1.51 Million
0.62% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
10,572
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
10,507
shares
|
$1.5 Million
0.45% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
10,496
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 39.54%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
10,472
shares
|
$1.5 Million
0.53% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,459
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
10,398
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Added 209.74%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
10,392
shares
|
$1.49 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
10,378
shares
|
$1.49 Million
0.31% of portfolio
|
Q1 2024
Added 460.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,344
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
10,338
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2024
Added 16.89%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,337
shares
|
$1.48 Million
0.21% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
10,273
shares
|
$1.47 Million
1.55% of portfolio
|
Q3 2024
Reduced 36.93%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
10,268
shares
|
$1.47 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
10,234
shares
|
$1.47 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.01%
|