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 1,540 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 $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
46,981
shares
|
$6.4 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,501
shares
|
$6.34 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
45,853
shares
|
$6.25 Million
0.0% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
45,515
shares
|
$6.21 Million
0.09% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
45,501
shares
|
$6.2 Million
0.97% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
45,464
shares
|
$6.2 Million
0.07% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
45,170
shares
|
$6.16 Million
5.83% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
45,048
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,582
shares
|
$5.94 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
43,469
shares
|
$5.93 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
43,307
shares
|
$5.9 Million
0.13% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
43,287
shares
|
$5.9 Million
4.4% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
42,831
shares
|
$5.84 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
42,215
shares
|
$5.76 Million
0.71% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
41,951
shares
|
$5.72 Million
0.08% of portfolio
|
Q4 2024
Reduced 35.03%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
41,818
shares
|
$5.7 Million
1.9% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
41,639
shares
|
$5.68 Million
0.15% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
41,537
shares
|
$5.66 Million
1.87% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
41,342
shares
|
$5.64 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
41,267
shares
|
$5.63 Million
2.35% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
41,226
shares
|
$5.62 Million
2.83% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
41,125
shares
|
$5.61 Million
3.76% of portfolio
|
Q4 2024
Added 2096.85%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
41,021
shares
|
$5.59 Million
1.35% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
40,544
shares
|
$5.53 Million
0.21% of portfolio
|
Q4 2024
Reduced 19.69%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
40,511
shares
|
$5.52 Million
2.38% of portfolio
|
Q4 2024
Added 2.03%
|