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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
150,843
shares
|
$20.6 Million
0.58% of portfolio
|
Q4 2024
Reduced 34.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
147,571
shares
|
$20.1 Million
0.13% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
145,751
shares
|
$19.9 Million
0.06% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
145,340
shares
|
$19.8 Million
1.53% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
143,909
shares
|
$19.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.33%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
142,000
shares
|
$19.4 Million
2.56% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
138,055
shares
|
$18.8 Million
0.04% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
137,924
shares
|
$18.8 Million
0.03% of portfolio
|
Q4 2024
Added 865.11%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
135,627
shares
|
$18.5 Million
0.18% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
131,323
shares
|
$17.9 Million
4.59% of portfolio
|
Q4 2024
Added 57.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
131,073
shares
|
$17.9 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
129,327
shares
|
$17.6 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
126,740
shares
|
$17.3 Million
2.8% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
125,340
shares
|
$17.1 Million
1.03% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
123,664
shares
|
$16.9 Million
0.71% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
122,828
shares
|
$16.7 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
114,397
shares
|
$15.6 Million
0.01% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
113,740
shares
|
$15.5 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
113,560
shares
|
$15.5 Million
0.1% of portfolio
|
Q4 2024
Added 79.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
112,874
shares
|
$15.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 53.68%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
112,169
shares
|
$15.3 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
111,217
shares
|
$15.2 Million
0.49% of portfolio
|
Q4 2024
Reduced 23.95%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
107,111
shares
|
$14.6 Million
6.44% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
103,893
shares
|
$14.2 Million
0.08% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
101,721
shares
|
$13.9 Million
0.1% of portfolio
|
Q4 2024
Added 2.18%
|