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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,634
shares
|
$518,390
0.03% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,631
shares
|
$517,962
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,600
shares
|
$513,540
0.13% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,599
shares
|
$513,397
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
3,587
shares
|
$511,685
0.14% of portfolio
|
Q3 2024
Reduced 49.89%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
3,582
shares
|
$510,972
0.06% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
3,577
shares
|
$510,259
0.11% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
3,566
shares
|
$508,689
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
3,562
shares
|
$508,119
0.05% of portfolio
|
Q4 2019
Reduced 0.92%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
3,559
shares
|
$507,691
0.08% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,557
shares
|
$507,406
0.06% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
3,532
shares
|
$503,839
0.34% of portfolio
|
Q2 2024
Added 3.67%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
3,528
shares
|
$503,269
0.32% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
3,500
shares
|
$499,275
0.33% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,499
shares
|
$499,132
0.07% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,496
shares
|
$498,704
0.02% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,493
shares
|
$498,276
0.05% of portfolio
|
Q4 2023
Reduced 9.44%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,484
shares
|
$496,992
0.01% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,482
shares
|
$496,707
0.02% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
3,467
shares
|
$494,567
0.06% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,423
shares
|
$488,290
0.09% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
3,402
shares
|
$485,295
0.08% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,395
shares
|
$484,296
0.04% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,380
shares
|
$482,157
0.01% of portfolio
|
Q3 2024
Reduced 95.6%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
3,371
shares
|
$480,873
0.08% of portfolio
|
Q3 2024
Reduced 6.98%
|