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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
29,405
shares
|
$3.87 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
29,304
shares
|
$3.86 Million
0.62% of portfolio
|
Q4 2024
Added 20.89%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
29,129
shares
|
$3.84 Million
0.71% of portfolio
|
Q4 2024
Added 406.59%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
28,890
shares
|
$3.81 Million
0.39% of portfolio
|
Q4 2024
Added 31.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
28,788
shares
|
$3.79 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
28,545
shares
|
$3.76 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
28,494
shares
|
$3.75 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
28,466
shares
|
$3.75 Million
0.21% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
28,102
shares
|
$3.7 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
28,053
shares
|
$3.7 Million
0.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
27,872
shares
|
$3.67 Million
1.41% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
27,772
shares
|
$3.66 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
27,646
shares
|
$3.64 Million
2.25% of portfolio
|
Q4 2024
Added 22.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,508
shares
|
$3.62 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
27,400
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 78.91%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
27,199
shares
|
$3.58 Million
1.53% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
26,942
shares
|
$3.55 Million
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
26,432
shares
|
$3.48 Million
1.19% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
26,359
shares
|
$3.47 Million
1.13% of portfolio
|
Q4 2024
Added 579.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
26,219
shares
|
$3.45 Million
0.09% of portfolio
|
Q4 2024
Added 94.94%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
26,124
shares
|
$3.44 Million
1.47% of portfolio
|
Q4 2024
Added 228.73%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
26,007
shares
|
$3.43 Million
2.48% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
25,667
shares
|
$3.38 Million
1.39% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
25,515
shares
|
$3.36 Million
1.72% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
25,385
shares
|
$3.34 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.44%
|