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 |
---|---|---|---|---|---|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,860
shares
|
$265,329
0.08% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,857
shares
|
$264,901
0.04% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,852
shares
|
$264,187
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,841
shares
|
$262,618
0.08% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
1,840
shares
|
$262,476
0.14% of portfolio
|
Q3 2024
Added 7.6%
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
1,840
shares
|
$262,476
0.05% of portfolio
|
Q3 2024
New holding
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
1,840
shares
|
$262,476
0.07% of portfolio
|
Q3 2024
Added 7.92%
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
1,840
shares
|
$262,476
0.24% of portfolio
|
Q3 2024
Added 7.29%
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
1,832
shares
|
$261,334
0.02% of portfolio
|
Q3 2024
Reduced 96.84%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,823
shares
|
$260,050
0.0% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,813
shares
|
$258,624
0.02% of portfolio
|
Q3 2024
New holding
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
1,812
shares
|
$258,481
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,807
shares
|
$257,768
0.09% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
1,796
shares
|
$256,199
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
1,787
shares
|
$254,915
0.18% of portfolio
|
Q3 2024
Added 0.22%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
1,786
shares
|
$254,772
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,783
shares
|
$254,344
0.18% of portfolio
|
Q3 2024
Reduced 22.04%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,779
shares
|
$253,774
0.02% of portfolio
|
Q4 2023
New holding
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
1,776
shares
|
$253,346
0.04% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,775
shares
|
$253,203
0.01% of portfolio
|
Q3 2024
New holding
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,768
shares
|
$252,205
0.14% of portfolio
|
Q3 2024
Reduced 33.26%
|
|
Valicenti Advisory Services Inc
|
Oct 23, 2024 Q3 2024 |
1,760
shares
|
$251,064
0.06% of portfolio
|
Q3 2024
Added 6.67%
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
1,759
shares
|
$250,921
0.15% of portfolio
|
Q3 2024
Added 6.61%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,759
shares
|
$250,921
0.01% of portfolio
|
Q3 2024
New holding
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,756
shares
|
$250,493
0.13% of portfolio
|
Q4 2022
New holding
|