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 1,561 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
72,643
shares
|
$9.53 Million
3.93% of portfolio
|
Q1 2025
Added 3.99%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
72,570
shares
|
$9.52 Million
0.91% of portfolio
|
Q1 2025
Added 2.66%
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
71,776
shares
|
$9.42 Million
1.17% of portfolio
|
Q1 2025
Added 0.97%
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
71,590
shares
|
$9.39 Million
0.01% of portfolio
|
Q4 2024
Added 142.31%
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
71,395
shares
|
$9.37 Million
4.05% of portfolio
|
Q4 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
70,613
shares
|
$9.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 57.92%
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
69,197
shares
|
$9.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
68,934
shares
|
$9.05 Million
0.43% of portfolio
|
Q4 2024
Added 6.83%
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
67,830
shares
|
$8.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
67,537
shares
|
$8.86 Million
1.11% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
66,421
shares
|
$8.72 Million
0.99% of portfolio
|
Q3 2022
Added 2.25%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
64,961
shares
|
$8.52 Million
0.08% of portfolio
|
Q1 2025
Added 6.18%
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
64,952
shares
|
$8.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
64,924
shares
|
$8.52 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
64,821
shares
|
$8.51 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
63,523
shares
|
$8.34 Million
2.69% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
62,783
shares
|
$8.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.24%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
62,659
shares
|
$8.22 Million
0.92% of portfolio
|
Q1 2023
Added 0.19%
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
62,332
shares
|
$8.18 Million
0.18% of portfolio
|
Q4 2024
Added 48.83%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
61,473
shares
|
$8.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.66%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
61,433
shares
|
$8.06 Million
2.97% of portfolio
|
Q1 2025
Added 77.63%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
61,289
shares
|
$8.04 Million
0.86% of portfolio
|
Q4 2024
Reduced 10.27%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
61,169
shares
|
$8.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 36.32%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
60,972
shares
|
$8 Million
0.07% of portfolio
|
Q4 2024
Added 16.8%
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
60,299
shares
|
$7.91 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.56%
|