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 |
|---|---|---|---|---|---|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
7,986
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
7,985
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2021
Reduced 98.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
7,981
shares
|
$1.14 Million
0.66% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
7,974
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2023
Added 7.68%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
7,972
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,947
shares
|
$1.13 Million
0.53% of portfolio
|
Q3 2024
Reduced 64.53%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
7,941
shares
|
$1.13 Million
0.48% of portfolio
|
Q3 2024
Reduced 55.63%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,890
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
7,817
shares
|
$1.12 Million
1.59% of portfolio
|
Q3 2022
Added 33.01%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,799
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
7,780
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,761
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
7,738
shares
|
$1.1 Million
0.6% of portfolio
|
Q2 2024
Added 1.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,680
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2023
Reduced 24.22%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
7,639
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
7,615
shares
|
$1.09 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,573
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,507
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,436
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2022
Reduced 0.07%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
7,422
shares
|
$1.06 Million
0.21% of portfolio
|
Q3 2024
Reduced 30.8%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
7,411
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
7,411
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 64.62%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,375
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
7,282
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
7,225
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2022
Added 16.31%
|