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 |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,985
shares
|
$283,160
0.04% of portfolio
|
Q4 2023
Reduced 7.03%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,981
shares
|
$282,589
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
1,967
shares
|
$280,592
0.01% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
1,956
shares
|
$279,023
0.05% of portfolio
|
Q3 2024
Reduced 42.84%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
1,948
shares
|
$277,882
0.03% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,937
shares
|
$276,313
0.1% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,936
shares
|
$276,170
0.03% of portfolio
|
Q3 2024
Reduced 98.35%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
1,925
shares
|
$274,601
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,924
shares
|
$274,458
0.09% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Stack Financial Management, Inc
|
Nov 04, 2024 Q3 2024 |
1,913
shares
|
$272,889
0.02% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,911
shares
|
$272,604
0.17% of portfolio
|
Q1 2023
Reduced 1.24%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
1,906
shares
|
$271,890
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,903
shares
|
$271,462
0.15% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
1,900
shares
|
$271,035
0.0% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$271,035
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$270,607
0.03% of portfolio
|
Q3 2024
Added 858.08%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$270,607
0.02% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
1,890
shares
|
$269,608
0.12% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
1,882
shares
|
$268,467
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
1,880
shares
|
$268,182
0.12% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
1,874
shares
|
$267,326
0.09% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
1,872
shares
|
$267,040
0.23% of portfolio
|
Q3 2024
Reduced 95.38%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
1,872
shares
|
$267,040
0.23% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,865
shares
|
$266,042
0.12% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,864
shares
|
$265,899
0.0% of portfolio
|
Q3 2024
Added 3.9%
|