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 $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
39
shares
|
$5,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
39
shares
|
$5,412
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
39
shares
|
$5,412
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
37
shares
|
$5,134
0.0% of portfolio
|
Q2 2020
Reduced 60.64%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
35
shares
|
$4,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
34
shares
|
$4,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
32
shares
|
$4,440
0.0% of portfolio
|
Q2 2023
Reduced 97.79%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
27
shares
|
$3,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
27
shares
|
$3,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
26
shares
|
$3,608
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
26
shares
|
$3,608
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
24
shares
|
$3,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
22
shares
|
$3,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
22
shares
|
$3,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
19
shares
|
$2,636
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
19
shares
|
$2,636
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14
shares
|
$1,942
0.0% of portfolio
|
Q1 2024
Reduced 97.64%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
12
shares
|
$1,665
0.0% of portfolio
|
Q1 2024
Reduced 87.88%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
11
shares
|
$1,526
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
11
shares
|
$1,526
0.0% of portfolio
|
Q4 2024
Reduced 87.64%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$1,387
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$1,248
0.0% of portfolio
|
Q4 2019
Reduced 96.93%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
9
shares
|
$1,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
7
shares
|
$971
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
6
shares
|
$832
0.0% of portfolio
|
Q4 2022
New holding
|