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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
2,892
shares
|
$414,076
0.04% of portfolio
|
Q3 2024
Reduced 56.02%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,887
shares
|
$413,360
0.05% of portfolio
|
Q2 2023
Reduced 1.23%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
2,880
shares
|
$412,358
0.02% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
2,869
shares
|
$410,783
0.1% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
2,869
shares
|
$410,783
0.1% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,868
shares
|
$410,640
0.07% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,868
shares
|
$410,640
0.0% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,860
shares
|
$409,494
0.18% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
2,849
shares
|
$407,919
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,826
shares
|
$404,626
0.14% of portfolio
|
Q1 2023
Reduced 1.77%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
2,800
shares
|
$400,904
0.25% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,789
shares
|
$399,329
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,785
shares
|
$398,756
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
2,777
shares
|
$397,610
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,775
shares
|
$397,324
0.09% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,746
shares
|
$393,172
0.14% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
2,744
shares
|
$392,885
0.04% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
2,742
shares
|
$392,599
0.18% of portfolio
|
Q3 2024
Added 25.15%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,717
shares
|
$389,020
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,710
shares
|
$388,017
0.0% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,706
shares
|
$387,445
0.04% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
2,699
shares
|
$386,442
0.11% of portfolio
|
Q3 2024
Added 53.35%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,680
shares
|
$383,722
0.02% of portfolio
|
Q2 2022
Reduced 2.51%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
2,675
shares
|
$383,006
0.09% of portfolio
|
Q1 2024
Reduced 19.31%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
2,659
shares
|
$380,715
0.03% of portfolio
|
Q3 2024
Reduced 1.88%
|