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 1,537 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
106
shares
|
$14,613
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
104
shares
|
$14,337
0.0% of portfolio
|
Q2 2024
Reduced 71.74%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
101
shares
|
$13,923
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
101
shares
|
$13,923
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$13,786
0.0% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$13,786
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$13,786
0.0% of portfolio
|
Q2 2023
Reduced 88.28%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$13,786
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
100
shares
|
$13,786
0.01% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
95
shares
|
$13,096
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
91
shares
|
$12,545
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
90
shares
|
$12,407
0.0% of portfolio
|
Q4 2024
Reduced 69.39%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
88
shares
|
$12,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$11,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
81
shares
|
$11,166
0.0% of portfolio
|
Q3 2024
Reduced 27.68%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
79
shares
|
$10,890
0.0% of portfolio
|
Q3 2024
Reduced 81.15%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
79
shares
|
$10,890
0.0% of portfolio
|
Q2 2024
Reduced 58.42%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
78
shares
|
$10,753
0.0% of portfolio
|
Q3 2023
Reduced 4.88%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
77
shares
|
$10,615
0.03% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
76
shares
|
$10,477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
75
shares
|
$10,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
75
shares
|
$10,339
0.01% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
73
shares
|
$10,063
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
71
shares
|
$9,788
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
71
shares
|
$9,788
0.0% of portfolio
|
Q4 2024
Reduced 46.62%
|