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 |
|---|---|---|---|---|---|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
3,324
shares
|
$453,160
0.11% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
3,310
shares
|
$451,252
0.05% of portfolio
|
Q4 2024
Added 92.0%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,300
shares
|
$449,889
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
3,299
shares
|
$449,752
0.16% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,297
shares
|
$449,480
0.07% of portfolio
|
Q1 2023
Reduced 16.59%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,288
shares
|
$448,253
0.03% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
3,275
shares
|
$446,480
0.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
3,273
shares
|
$446,208
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
3,266
shares
|
$445,253
0.01% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
3,229
shares
|
$440,209
0.33% of portfolio
|
Q4 2018
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,211
shares
|
$437,755
0.12% of portfolio
|
Q4 2024
Added 52.98%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
3,202
shares
|
$436,528
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,196
shares
|
$435,710
0.08% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
3,182
shares
|
$433,802
0.31% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,181
shares
|
$433,665
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
3,164
shares
|
$431,348
0.01% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
3,157
shares
|
$430,393
0.06% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
3,155
shares
|
$430,121
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
3,150
shares
|
$429,439
0.28% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,125
shares
|
$426,031
0.03% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,107
shares
|
$423,577
0.06% of portfolio
|
Q4 2024
Added 44.78%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
3,103
shares
|
$423,031
0.06% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
3,100
shares
|
$422,623
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,077
shares
|
$419,487
0.06% of portfolio
|
Q4 2024
Reduced 22.65%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
3,069
shares
|
$418,396
0.13% of portfolio
|
Q4 2024
Reduced 69.22%
|