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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
6,543
shares
|
$936,826
0.13% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
6,543
shares
|
$936,826
0.52% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
6,525
shares
|
$934,249
0.19% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,521
shares
|
$933,676
0.08% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
6,478
shares
|
$927,520
0.25% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
6,408
shares
|
$917,497
0.0% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
6,355
shares
|
$909,908
0.29% of portfolio
|
Q3 2024
Reduced 27.55%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
6,347
shares
|
$908,763
0.09% of portfolio
|
Q3 2024
Added 72.94%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,319
shares
|
$904,754
0.03% of portfolio
|
Q3 2023
Added 74.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,252
shares
|
$895,161
0.01% of portfolio
|
Q3 2024
Added 232.2%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
6,248
shares
|
$894,588
0.35% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,242
shares
|
$893,729
0.47% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,203
shares
|
$888,145
0.02% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
6,187
shares
|
$885,854
0.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,143
shares
|
$879,554
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
6,138
shares
|
$878,838
0.06% of portfolio
|
Q3 2024
Reduced 65.94%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
6,116
shares
|
$875,688
0.04% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
6,099
shares
|
$873,254
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
6,050
shares
|
$866,239
0.76% of portfolio
|
Q3 2022
Reduced 38.21%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,045
shares
|
$865,523
0.09% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Chartist Inc
Seal Beach, CA |
Nov 14, 2024 Q3 2024 |
6,037
shares
|
$864,377
0.61% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
6,005
shares
|
$859,795
0.09% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
5,997
shares
|
$858,650
0.0% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,975
shares
|
$855,500
0.09% of portfolio
|
Q2 2023
Reduced 3.63%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
5,952
shares
|
$852,207
0.02% of portfolio
|
Q3 2024
New holding
|