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 |
|---|---|---|---|---|---|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
1,559
shares
|
$223,217
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,533
shares
|
$219,494
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,517
shares
|
$217,204
0.08% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,509
shares
|
$216,058
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
1,504
shares
|
$215,342
0.13% of portfolio
|
Q3 2024
Added 1346.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
1,504
shares
|
$215,342
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
1,500
shares
|
$214,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$214,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
1,500
shares
|
$214,770
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
1,496
shares
|
$214,197
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,482
shares
|
$212,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,481
shares
|
$212,049
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
1,478
shares
|
$211,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,455
shares
|
$208,326
0.03% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
1,451
shares
|
$207,754
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,426
shares
|
$204,174
0.03% of portfolio
|
Q3 2023
Added 234.74%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,408
shares
|
$201,597
0.01% of portfolio
|
Q3 2024
Added 644.97%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,390
shares
|
$199,020
0.0% of portfolio
|
Q4 2023
Added 112.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,350
shares
|
$193,293
0.0% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,343
shares
|
$192,290
0.06% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,327
shares
|
$189,999
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,307
shares
|
$187,136
0.01% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,299
shares
|
$185,990
0.09% of portfolio
|
Q4 2023
Added 2.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,296
shares
|
$185,561
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,269
shares
|
$181,695
0.0% of portfolio
|
Q3 2024
Reduced 29.81%
|