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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
7,141
shares
|
$973,532
0.4% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,130
shares
|
$972,032
0.5% of portfolio
|
Q4 2024
Added 35.04%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
7,126
shares
|
$971,487
0.32% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,028
shares
|
$958,127
0.03% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
7,009
shares
|
$955,536
0.06% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
6,988
shares
|
$952,674
0.06% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
6,984
shares
|
$952,128
0.24% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,952
shares
|
$947,766
0.29% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,934
shares
|
$945,312
0.01% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
6,929
shares
|
$944,630
0.0% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
6,846
shares
|
$933,315
0.14% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
6,820
shares
|
$929,770
0.12% of portfolio
|
Q4 2024
Reduced 25.37%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
6,814
shares
|
$928,952
0.01% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
6,810
shares
|
$928,407
0.04% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
6,804
shares
|
$927,589
0.02% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,786
shares
|
$925,135
0.01% of portfolio
|
Q3 2023
Reduced 0.91%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
6,777
shares
|
$923,908
0.71% of portfolio
|
Q4 2024
Reduced 76.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,604
shares
|
$900,323
0.09% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
6,521
shares
|
$889,007
0.08% of portfolio
|
Q3 2023
Reduced 1.36%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
6,497
shares
|
$885,736
0.06% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
6,450
shares
|
$879,328
0.19% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Feb 11, 2025 Q4 2024 |
6,378
shares
|
$869,512
0.48% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
6,369
shares
|
$868,285
0.28% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
6,363
shares
|
$867,467
0.07% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
6,320
shares
|
$861,605
0.12% of portfolio
|
Q4 2024
Reduced 67.18%
|