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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
4,707
shares
|
$673,948
0.15% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
4,685
shares
|
$670,798
0.13% of portfolio
|
Q3 2024
Added 137.58%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
4,679
shares
|
$669,939
0.17% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,660
shares
|
$667,218
0.01% of portfolio
|
Q3 2024
Reduced 95.62%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,646
shares
|
$665,214
0.04% of portfolio
|
Q3 2024
Added 70.87%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
4,628
shares
|
$662,637
0.13% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
4,588
shares
|
$656,909
0.11% of portfolio
|
Q4 2023
Added 5113.64%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
4,585
shares
|
$656,480
0.5% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
4,572
shares
|
$654,618
0.19% of portfolio
|
Q1 2024
Added 3.81%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
4,570
shares
|
$654,332
0.06% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,554
shares
|
$652,041
0.04% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,545
shares
|
$650,753
0.0% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
4,500
shares
|
$644,310
0.3% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,457
shares
|
$638,153
0.02% of portfolio
|
Q3 2024
Reduced 80.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,453
shares
|
$637,580
0.03% of portfolio
|
Q4 2023
Reduced 15.63%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,450
shares
|
$637,151
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
4,448
shares
|
$636,864
0.47% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
4,440
shares
|
$635,719
0.64% of portfolio
|
Q4 2018
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
4,435
shares
|
$635,003
0.13% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,434
shares
|
$634,860
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,414
shares
|
$631,996
0.05% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,339
shares
|
$621,258
0.06% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
4,334
shares
|
$620,542
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
4,308
shares
|
$616,819
0.19% of portfolio
|
Q3 2024
Reduced 99.15%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
4,291
shares
|
$614,385
0.08% of portfolio
|
Q1 2024
Reduced 10.49%
|