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 |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
3,933
shares
|
$561,042
0.05% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
3,878
shares
|
$553,196
0.17% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
3,827
shares
|
$545,921
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,820
shares
|
$544,923
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,817
shares
|
$544,495
0.13% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
3,814
shares
|
$544,067
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
3,807
shares
|
$543,068
0.05% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,798
shares
|
$541,784
0.02% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Orser Capital Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,795
shares
|
$541,356
0.39% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
3,780
shares
|
$539,217
0.18% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
3,772
shares
|
$538,075
0.13% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,766
shares
|
$537,219
0.11% of portfolio
|
Q4 2023
Added 19.44%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,748
shares
|
$534,652
0.01% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
3,746
shares
|
$534,366
0.05% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,726
shares
|
$531,513
0.04% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,721
shares
|
$530,800
0.04% of portfolio
|
Q2 2024
Reduced 22.91%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,712
shares
|
$529,516
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,707
shares
|
$528,803
0.02% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
3,701
shares
|
$527,947
0.07% of portfolio
|
Q1 2024
Added 39.92%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,683
shares
|
$525,379
0.01% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
3,664
shares
|
$522,669
0.35% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
3,659
shares
|
$521,956
0.55% of portfolio
|
Q2 2022
Reduced 38.82%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,651
shares
|
$520,815
0.02% of portfolio
|
Q1 2024
Added 7.73%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,647
shares
|
$520,244
1.32% of portfolio
|
Q3 2024
Reduced 64.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
3,639
shares
|
$519,103
0.04% of portfolio
|
Q4 2023
New holding
|