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 |
|---|---|---|---|---|---|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
10,211
shares
|
$1.46 Million
1.04% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
10,156
shares
|
$1.45 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
10,113
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,102
shares
|
$1.44 Million
0.96% of portfolio
|
Q1 2023
Added 49.95%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
10,092
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
10,092
shares
|
$1.44 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
10,091
shares
|
$1.44 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
10,035
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 501650.0%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
9,970
shares
|
$1.42 Million
0.4% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
9,932
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
9,870
shares
|
$1.41 Million
0.25% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,800
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
9,584
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,526
shares
|
$1.36 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
9,500
shares
|
$1.36 Million
0.3% of portfolio
|
Q3 2024
Added 280.0%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
9,440
shares
|
$1.35 Million
1.02% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
9,421
shares
|
$1.34 Million
0.62% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,363
shares
|
$1.34 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
9,341
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,313
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
9,176
shares
|
$1.31 Million
0.4% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
9,165
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
9,138
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
9,138
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.71%
|