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 |
|---|---|---|---|---|---|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
139
shares
|
$19,902
0.01% of portfolio
|
Q4 2023
Reduced 42.56%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
139
shares
|
$19,902
0.48% of portfolio
|
Q3 2024
Reduced 98.58%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
136
shares
|
$19,472
0.0% of portfolio
|
Q3 2024
Reduced 58.79%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
136
shares
|
$19,472
0.05% of portfolio
|
Q3 2024
Reduced 22.29%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
134
shares
|
$19,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
133
shares
|
$19,042
0.01% of portfolio
|
Q1 2022
Reduced 64.66%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
130
shares
|
$18,613
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
126
shares
|
$18,040
0.0% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
115
shares
|
$16,465
0.01% of portfolio
|
Q2 2024
Reduced 29.01%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
113
shares
|
$16,179
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
106
shares
|
$15,177
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
104
shares
|
$14,890
0.0% of portfolio
|
Q2 2024
Reduced 71.74%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
101
shares
|
$14,461
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
101
shares
|
$14,461
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$14,318
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
100
shares
|
$14,318
0.0% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$14,318
0.0% of portfolio
|
Q2 2023
Reduced 88.28%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
100
shares
|
$14,318
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
100
shares
|
$14,318
0.01% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
95
shares
|
$13,602
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
91
shares
|
$13,029
0.0% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
91
shares
|
$13,029
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
89
shares
|
$12,743
0.01% of portfolio
|
Q3 2024
Reduced 37.32%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$11,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
81
shares
|
$11,597
0.0% of portfolio
|
Q3 2024
Reduced 27.68%
|