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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$136,330
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
992
shares
|
$135,239
0.11% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
964
shares
|
$131,422
0.02% of portfolio
|
Q4 2022
Reduced 26.64%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
950
shares
|
$129,513
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
923
shares
|
$125,832
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
923
shares
|
$125,832
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
908
shares
|
$123,787
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
892
shares
|
$121,606
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
888
shares
|
$121,061
0.01% of portfolio
|
Q4 2022
Added 2.19%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
884
shares
|
$120,515
0.01% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
878
shares
|
$119,697
0.01% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
877
shares
|
$119,561
0.02% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
869
shares
|
$118,470
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
859
shares
|
$117,107
0.01% of portfolio
|
Q2 2024
Added 3.25%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
808
shares
|
$110,154
0.0% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
795
shares
|
$108,382
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
764
shares
|
$104,156
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
728
shares
|
$99,248
0.01% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
720
shares
|
$98,157
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
715
shares
|
$97,475
0.04% of portfolio
|
Q4 2022
Reduced 21.86%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
715
shares
|
$97,475
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
714
shares
|
$97,339
0.01% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
713
shares
|
$97,203
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
705
shares
|
$96,112
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
695
shares
|
$94,749
0.03% of portfolio
|
Q4 2024
Added 0.14%
|