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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
1,759
shares
|
$251,853
0.15% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,759
shares
|
$251,853
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,756
shares
|
$251,424
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,754
shares
|
$251,137
0.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,751
shares
|
$250,708
0.19% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
1,750
shares
|
$250,565
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
1,746
shares
|
$249,992
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,743
shares
|
$249,562
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
1,730
shares
|
$247,701
0.0% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
1,726
shares
|
$247,128
0.12% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,724
shares
|
$246,842
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
1,722
shares
|
$246,555
0.08% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
1,718
shares
|
$245,983
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,717
shares
|
$245,840
0.05% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
1,713
shares
|
$245,267
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,711
shares
|
$244,980
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,704
shares
|
$243,978
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
1,704
shares
|
$243,978
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
1,700
shares
|
$243,406
0.0% of portfolio
|
Q3 2024
Reduced 69.96%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
1,687
shares
|
$241,544
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
1,686
shares
|
$241,401
0.03% of portfolio
|
Q3 2024
Reduced 50.93%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
1,683
shares
|
$240,971
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,682
shares
|
$240,828
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,678
shares
|
$240,256
0.05% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,664
shares
|
$238,251
0.04% of portfolio
|
Q1 2024
New holding
|