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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
5,499
shares
|
$787,346
0.04% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,495
shares
|
$786,774
0.15% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
5,493
shares
|
$786,487
0.07% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
5,489
shares
|
$785,915
0.44% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
5,445
shares
|
$779,615
0.05% of portfolio
|
Q3 2024
Reduced 93.21%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,428
shares
|
$777,181
0.22% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,427
shares
|
$777,037
0.01% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,402
shares
|
$773,458
0.01% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
5,395
shares
|
$772,456
0.14% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
5,376
shares
|
$769,735
0.0% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
5,375
shares
|
$769,592
0.29% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,349
shares
|
$765,869
0.06% of portfolio
|
Q3 2024
Added 52.05%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
5,316
shares
|
$761,144
0.2% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,280
shares
|
$755,990
0.03% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,280
shares
|
$755,990
0.39% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,259
shares
|
$752,983
0.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,252
shares
|
$751,981
0.1% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
5,240
shares
|
$750,263
0.28% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
5,228
shares
|
$748,545
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,227
shares
|
$748,401
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,202
shares
|
$744,822
0.05% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
5,165
shares
|
$739,524
0.43% of portfolio
|
Q4 2022
Reduced 1.64%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
5,156
shares
|
$738,236
0.19% of portfolio
|
Q4 2018
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
5,126
shares
|
$733,940
0.35% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
5,064
shares
|
$725,063
0.21% of portfolio
|
Q3 2024
Reduced 0.59%
|