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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,102
shares
|
$1.38 Million
0.96% of portfolio
|
Q1 2023
Added 49.95%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,101
shares
|
$1.38 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
10,050
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,800
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
9,755
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
9,726
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
9,721
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 80.54%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
9,679
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
9,656
shares
|
$1.32 Million
0.59% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
9,556
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Added 109.84%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
9,478
shares
|
$1.29 Million
0.29% of portfolio
|
Q4 2024
Reduced 87.98%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
9,460
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Financial Sense Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
9,450
shares
|
$1.29 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
9,440
shares
|
$1.29 Million
0.99% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
9,389
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.28%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
9,303
shares
|
$1.27 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
9,301
shares
|
$1.27 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
9,262
shares
|
$1.26 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
9,243
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 22.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,227
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
9,224
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
9,216
shares
|
$1.26 Million
0.47% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
9,086
shares
|
$1.24 Million
0.82% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
9,032
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2024
Reduced 24.41%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
8,977
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2024
Reduced 24.99%
|