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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
12,922
shares
|
$1.76 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
12,893
shares
|
$1.76 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
12,868
shares
|
$1.75 Million
0.79% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
12,842
shares
|
$1.75 Million
0.58% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
12,818
shares
|
$1.75 Million
1.38% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 13, 2025 Q4 2024 |
12,800
shares
|
$1.75 Million
0.29% of portfolio
|
Q4 2024
Added 34.74%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
12,777
shares
|
$1.74 Million
0.27% of portfolio
|
Q4 2024
Added 187.12%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
12,775
shares
|
$1.74 Million
0.88% of portfolio
|
Q4 2024
Added 17.18%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
12,617
shares
|
$1.72 Million
0.14% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
12,589
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 20.75%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
12,533
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
12,492
shares
|
$1.7 Million
0.09% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
12,465
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
12,450
shares
|
$1.7 Million
0.97% of portfolio
|
Q2 2024
Added 35.33%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,404
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
12,394
shares
|
$1.69 Million
0.09% of portfolio
|
Q4 2024
Reduced 74.1%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
12,263
shares
|
$1.67 Million
0.43% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
12,250
shares
|
$1.67 Million
0.34% of portfolio
|
Q4 2024
Reduced 16.95%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,167
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
12,145
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
12,108
shares
|
$1.65 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
12,083
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
12,077
shares
|
$1.65 Million
0.05% of portfolio
|
Q1 2023
Reduced 1.83%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
12,038
shares
|
$1.64 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
12,005
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.2%
|