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 |
|---|---|---|---|---|---|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,267
shares
|
$323,387
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
2,260
shares
|
$322,389
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
2,250
shares
|
$320,962
0.14% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
2,243
shares
|
$319,963
0.18% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
2,239
shares
|
$319,393
0.09% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
2,230
shares
|
$318,109
0.03% of portfolio
|
Q2 2024
Reduced 55.27%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
2,221
shares
|
$316,825
0.05% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
2,221
shares
|
$316,825
0.03% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
2,221
shares
|
$316,825
0.0% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,210
shares
|
$315,256
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,206
shares
|
$314,685
0.09% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,200
shares
|
$313,830
0.02% of portfolio
|
Q2 2022
Reduced 13.93%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,200
shares
|
$313,830
0.02% of portfolio
|
Q2 2022
Reduced 13.93%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,196
shares
|
$313,259
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,183
shares
|
$311,404
0.01% of portfolio
|
Q4 2023
Reduced 68.94%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,182
shares
|
$311,262
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
2,180
shares
|
$310,977
0.01% of portfolio
|
Q3 2024
Reduced 93.76%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,168
shares
|
$309,265
0.0% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
2,163
shares
|
$308,551
0.07% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,155
shares
|
$307,410
0.3% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,149
shares
|
$306,554
0.03% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
2,146
shares
|
$306,126
0.04% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,139
shares
|
$305,128
0.03% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
2,139
shares
|
$305,128
0.03% of portfolio
|
Q1 2024
Added 26.69%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,136
shares
|
$304,700
0.15% of portfolio
|
Q3 2024
New holding
|