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 |
|---|---|---|---|---|---|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
2,200
shares
|
$299,926
0.2% of portfolio
|
Q4 2024
Reduced 21.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
2,198
shares
|
$299,653
0.01% of portfolio
|
Q4 2024
Reduced 46.42%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,188
shares
|
$298,290
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,185
shares
|
$297,881
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,183
shares
|
$297,608
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
2,180
shares
|
$297,199
0.01% of portfolio
|
Q3 2024
Reduced 93.76%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
2,180
shares
|
$297,199
0.18% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,163
shares
|
$294,881
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,155
shares
|
$293,791
0.3% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,140
shares
|
$291,746
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,137
shares
|
$291,337
0.03% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
2,134
shares
|
$290,928
0.23% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
2,133
shares
|
$290,791
0.05% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
2,126
shares
|
$289,837
0.08% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,123
shares
|
$289,428
0.07% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
2,123
shares
|
$289,428
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
2,115
shares
|
$288,337
0.07% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
2,112
shares
|
$287,928
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
2,106
shares
|
$287,110
0.19% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
2,100
shares
|
$286,293
0.12% of portfolio
|
Q2 2024
Reduced 19.23%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
2,094
shares
|
$285,475
0.03% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,079
shares
|
$283,430
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,062
shares
|
$281,112
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,055
shares
|
$280,158
0.22% of portfolio
|
Q4 2024
Added 17.36%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
2,052
shares
|
$279,749
0.02% of portfolio
|
Q4 2024
Added 64.95%
|