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 |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,041
shares
|
$719,098
0.07% of portfolio
|
Q3 2024
Reduced 20.65%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,030
shares
|
$717,529
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
5,024
shares
|
$716,673
0.01% of portfolio
|
Q3 2024
Added 47.03%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,982
shares
|
$710,682
0.0% of portfolio
|
Q4 2022
Added 57.46%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,973
shares
|
$709,398
0.17% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,964
shares
|
$708,114
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
4,952
shares
|
$706,402
0.04% of portfolio
|
Q3 2024
Added 59.43%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
4,951
shares
|
$706,260
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
4,948
shares
|
$705,832
0.03% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Oct 07, 2024 Q3 2024 |
4,933
shares
|
$703,692
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,909
shares
|
$700,268
0.04% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,901
shares
|
$699,127
0.2% of portfolio
|
Q3 2024
Added 47.93%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,899
shares
|
$698,842
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,895
shares
|
$698,271
0.12% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
4,879
shares
|
$695,989
0.16% of portfolio
|
Q3 2024
Added 31.69%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
4,873
shares
|
$695,133
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
4,851
shares
|
$691,995
0.24% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,846
shares
|
$691,281
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,800
shares
|
$684,720
0.31% of portfolio
|
Q2 2023
Added 7.05%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,796
shares
|
$684,149
0.05% of portfolio
|
Q4 2022
Reduced 20.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,787
shares
|
$682,865
0.04% of portfolio
|
Q4 2023
Added 5.21%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
4,785
shares
|
$682,580
0.32% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,770
shares
|
$680,440
0.04% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
4,707
shares
|
$671,453
0.15% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
4,685
shares
|
$668,315
0.13% of portfolio
|
Q3 2024
Added 137.58%
|