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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,767
shares
|
$649,885
0.01% of portfolio
|
Q4 2024
Added 60.72%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
4,762
shares
|
$649,203
0.03% of portfolio
|
Q4 2024
Added 238.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
4,760
shares
|
$648,930
0.01% of portfolio
|
Q4 2024
Added 161.11%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
4,750
shares
|
$647,567
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,727
shares
|
$644,431
0.06% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
4,706
shares
|
$641,568
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
4,689
shares
|
$639,251
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
4,679
shares
|
$637,888
0.14% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
4,655
shares
|
$634,616
0.02% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
4,650
shares
|
$633,934
0.13% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,634
shares
|
$631,753
0.01% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
4,628
shares
|
$630,935
0.13% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
4,625
shares
|
$630,526
0.18% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
4,594
shares
|
$626,300
0.2% of portfolio
|
Q4 2024
Reduced 53.75%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
4,590
shares
|
$625,754
0.03% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
4,529
shares
|
$617,438
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
4,509
shares
|
$614,711
0.04% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
West Chester Capital Advisors, Inc
|
Feb 14, 2025 Q4 2024 |
4,501
shares
|
$613,621
0.32% of portfolio
|
Q4 2024
Added 40.83%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$613,485
0.28% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
4,480
shares
|
$610,758
0.26% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,453
shares
|
$607,077
0.03% of portfolio
|
Q4 2023
Reduced 15.63%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
4,450
shares
|
$606,668
0.01% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
4,448
shares
|
$606,395
0.46% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Pgim Wadhwani LLP
London, X0 |
Jun 14, 2024 Q4 2018 |
4,440
shares
|
$605,305
0.64% of portfolio
|
Q4 2018
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,431
shares
|
$604,078
0.08% of portfolio
|
Q4 2024
Added 23.7%
|