Industrial Select Sector SPDR Fund (XLI) Institutional Ownership

$122.66
+0.20 (+0.16%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Industrial Select Sector SPDR Fund (NYSEARCA:XLI)

Number of
Institutional Buyers
(last 12 months)
732
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
517
Total
Institutional Outflows
(last 12 months)
$2.27B
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XLI Institutional Buying and Selling by Quarter

Industrial Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024Kellett Wealth Advisors LLC3,628$457K0.3%+4.9%0.002%
4/27/2024Glass Jacobson Investment Advisors llc7,604$958K0.4%+6.0%0.005%
4/26/2024Pinnacle Associates Ltd.38,786$4.89M0.1%-0.6%0.026%
4/26/2024Aspen Investment Management Inc6,762$852K0.4%+35.5%0.005%
4/26/2024McGuire Investment Group LLC10,847$1.37M0.2%+5.2%0.007%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC25,845$3.17M1.3%-5.2%0.018%
4/26/2024MBA Advisors LLC2,979$375K0.2%-11.9%0.002%
4/26/2024LifeSteps Financial Inc.410$52K0.0%N/A0.000%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA21,575$2.72M1.1%-4.5%0.015%
4/26/2024YHB Investment Advisors Inc.807$102K0.0%N/A0.001%
4/26/2024First National Trust Co3,969$500K0.0%-6.7%0.003%
4/26/2024Sage Rhino Capital LLC52,871$6.66M1.6%-1.9%0.036%
4/26/2024LifePro Asset Management3,341$421K0.3%+7.6%0.002%
4/26/2024Sigma Investment Counselors Inc.1,595$201K0.0%-21.4%0.001%
4/26/2024KG&L Capital Management LLC2,722$343K0.1%-7.3%0.002%
4/26/2024Terra Nova Asset Management LLC3,191$402K0.3%+60.5%0.002%
4/26/2024Tritonpoint Wealth LLC64,748$8.16M0.8%+6.4%0.044%
4/25/2024Equitable Trust Co.3,322$418K0.0%-15.2%0.002%
4/25/2024Armor Investment Advisors LLC381$48K0.0%+33.7%0.000%
4/25/2024 Valeo Financial Advisors LLC9,231$1.13M0.0%+13.8%0.006%
4/25/2024Long Run Wealth Advisors LLC46,810$5.90M1.6%+4.9%0.032%
4/25/2024 Summit Financial LLC58,149$7.32M0.4%-0.4%0.039%
4/25/2024 Cambridge Investment Research Advisors Inc.125,970$15.87M0.1%+23.3%0.085%
4/24/2024 Private Trust Co. NA7,131$898K0.1%+24.5%0.005%
4/24/2024 Krilogy Financial LLC84,375$10.63M0.8%+3.4%0.057%
4/24/2024 CENTRAL TRUST Co6,840$862K0.0%-9.5%0.005%
4/24/2024 1900 Wealth Management LLC1,967$248K0.0%+11.4%0.001%
4/24/2024 Activest Wealth Management6,118$771K0.4%+92.6%0.004%
4/24/2024 Fulcrum Equity Management5,199$655K0.8%+59.1%0.004%
4/24/2024 Blue Bell Private Wealth Management LLC1,632$206K0.0%-15.8%0.001%
4/24/2024 Premier Path Wealth Partners LLC55,731$7.02M1.3%+19.5%0.038%
4/24/2024 Zullo Investment Group Inc.20,129$2.54M1.2%+1.9%0.014%
4/24/2024 Round Rock Advisors LLC94,221$11.87M2.8%+1.0%0.064%
4/24/2024 Paragon Financial Partners Inc.1,779$224K0.2%N/A0.001%
4/24/2024 Dakota Wealth Management65,421$8.24M0.2%+4.1%0.044%
4/24/2024 SOL Capital Management CO13,395$1.69M0.2%-5.0%0.009%
4/24/2024 Simplicity Wealth LLC36,245$4.57M0.1%N/A0.025%
4/24/2024 Avitas Wealth Management LLC10,929$1.38M0.2%-1.9%0.007%
4/24/2024 Spire Wealth Management199,526$25.13M1.0%+5.6%0.135%
4/24/2024 Essex Financial Services Inc.4,380$552K0.1%+48.1%0.003%
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4/24/2024 Solstein Capital LLC4,490$566K0.4%+2.6%0.003%
4/24/2024 H&H Retirement Design & Management INC35,903$4.36M2.9%-12.8%0.024%
4/24/2024 Bar Harbor Wealth Management156,243$19.68M1.3%+0.6%0.106%
4/23/2024 Lunt Capital Management Inc.5,304$668K0.3%-1.7%0.004%
4/23/2024Busey Bank62,596$7.89M0.3%-4.2%0.042%
4/23/2024 Bfsg LLC24,977$3.15M0.4%+6.0%0.017%
4/23/2024 Global Retirement Partners LLC35,521$4.47M0.2%+3.1%0.024%
4/23/2024 United Asset Strategies Inc.24,096$3.04M0.3%-15.3%0.016%
4/23/2024 WASHINGTON TRUST Co4,054$511K0.0%+8.3%0.003%
4/23/2024 Venturi Wealth Management LLC24,200$3.05M0.2%+10.5%0.016%
4/23/2024 Nations Financial Group Inc. IA ADV5,821$733K0.1%-14.9%0.004%
4/23/2024 Gradient Investments LLC216$27K0.0%+91.2%0.000%
4/23/2024 TrueWealth Advisors LLC2,822$355K0.1%-5.3%0.002%
4/23/2024 Tyche Wealth Partners LLC3,814$480K0.1%+12.3%0.003%
4/23/2024 Fifth Third Bancorp107,583$13.55M0.1%-11.3%0.073%
4/23/2024 Principle Wealth Partners LLC9,200$1.16M0.1%-8.0%0.006%
4/23/2024 Strategic Blueprint LLC3,692$465K0.0%+31.1%0.003%
4/23/2024 Accurate Wealth Management LLC48,056$5.79M1.7%N/A0.033%
4/23/2024 Raymond James Financial Services Advisors Inc.752,977$94.85M0.1%-15.4%0.511%
4/23/2024 Sapient Capital LLC6,449$812K0.0%-3.4%0.004%
4/22/2024 Strategic Financial Concepts LLC4,919$620K0.1%N/A0.003%
4/22/2024 Byrne Asset Management LLC1,240$156K0.1%+13.4%0.001%
4/22/2024 Rovin Capital UT ADV10,367$1.31M0.5%+6.4%0.007%
4/22/2024 Kessler Investment Group LLC6,665$840K0.5%+62.2%0.005%
4/22/2024 PFG Investments LLC3,155$397K0.0%N/A0.002%
4/22/2024 Sterling Investment Management LLC2,376$299K0.2%-6.0%0.002%
4/22/2024 Parsons Capital Management Inc. RI12,012$1.51M0.1%+17.6%0.008%
4/22/2024 Donaldson Capital Management LLC3,851$485K0.0%-82.2%0.003%
4/22/2024 Raymond James & Associates980,174$123.46M0.1%-2.7%0.665%
4/22/2024Ashton Thomas Private Wealth LLC56,132$7.07M0.4%-12.1%0.038%
4/22/2024 American Institute for Advanced Investment Management LLP3,407$429K0.3%+11.4%0.002%
4/22/2024 Strategic Advisors LLC3,221$406K0.1%-3.3%0.002%
4/19/2024 Teamwork Financial Advisors LLC92,575$11.66M1.8%+2,761.7%0.063%
4/19/2024 Park Edge Advisors LLC1,777$224K0.1%N/A0.001%
4/19/2024 Capital Wealth Management LLC2,565$323K0.2%N/A0.002%
4/19/2024 First Trust Direct Indexing L.P.1,594$201K0.0%N/A0.001%
4/19/2024 Wealthstar Advisors LLC2,426$312K0.1%-14.9%0.002%
4/19/2024 Cornerstone Wealth Management LLC16,695$2.10M0.2%-2.1%0.011%
4/19/2024 Advisor Resource Council11,860$1.49M0.6%-82.1%0.008%
4/19/2024 Massachusetts Wealth Management17,316$2.18M1.5%+32.1%0.012%
4/19/2024 Financial Sense Advisors Inc.10,670$1.34M0.4%+31.4%0.007%
4/19/2024 Pachira Investments Inc.2,323$293K0.2%N/A0.002%
4/19/2024 Trust Co. of Oklahoma50,336$6.34M2.3%+10.0%0.034%
4/19/2024 Platt Investment Counsel LLC47,264$5.95M5.7%+69.4%0.032%
4/19/2024 E&G Advisors LP5,795$730K0.2%+23.6%0.004%
4/19/2024 Valeo Financial Advisors LLC9,231$1.16M0.0%+13.8%0.006%
4/19/2024 Tradewinds Capital Management LLC645$81K0.0%-68.8%0.000%
4/18/2024 Silverlake Wealth Management LLC3,581$451K0.2%+46.0%0.002%
4/18/2024 SeaCrest Wealth Management LLC5,997$755K0.1%-9.2%0.004%
4/18/2024 Measured Wealth Private Client Group LLC32,359$4.08M1.4%+1,340.7%0.022%
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4/18/2024 Shira Ridge Wealth Management35,982$4.53M2.6%+31.4%0.024%
4/18/2024 Quattro Financial Advisors LLC9,777$1.23M0.4%+8,476.3%0.007%
4/18/2024 Eagle Ridge Investment Management2,708$341K0.0%-6.7%0.002%
4/18/2024 MV Capital Management Inc.5,914$745K0.1%-3.0%0.004%
4/18/2024 Exchange Capital Management Inc.11,077$1.40M0.2%-2.1%0.008%
4/18/2024 Narus Financial Partners LLC5,008$631K0.3%+3.9%0.003%
4/18/2024 Iams Wealth Management LLC2,067$249K0.2%N/A0.001%
4/18/2024 Allspring Global Investments Holdings LLC66,362$8.36M0.0%-11.1%0.045%
4/18/2024 Colton Groome Financial Advisors LLC28,199$3.55M1.4%+3.2%0.019%
4/18/2024 WESPAC Advisors SoCal LLC78,137$9.84M2.6%+2.1%0.053%
(Data available from 1/1/2016 forward)

XLI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLI shares?

During the previous two years, 1,213 institutional investors and hedge funds held shares of Industrial Select Sector SPDR Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($91.37B), Scissortail Wealth Management LLC ($1.39B), Morgan Stanley ($820.02M), JPMorgan Chase & Co. ($608.26M), Wells Fargo & Company MN ($591.11M), LPL Financial LLC ($386.60M), and Migdal Insurance & Financial Holdings Ltd. ($349.07M).Learn more on XLI's institutional investors.

Which institutional investors have been buying Industrial Select Sector SPDR Fund stock?

Of the 1,031 institutional investors that purchased Industrial Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Migdal Insurance & Financial Holdings Ltd. ($4.54M), Healthcare of Ontario Pension Plan Trust Fund ($2.52M), Prudential PLC ($2.42M), Bank of Montreal Can ($2.29M), Bessemer Group Inc. ($2.17M), LPL Financial LLC ($1.66M), and Fisher Asset Management LLC ($1.58M).

How much institutional buying is happening at Industrial Select Sector SPDR Fund?

Institutional investors have bought a total of 64,844,496 shares in the last 24 months. This purchase volume represents approximately $6.52B in transactions.

Which Industrial Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 735 institutional investors that sold Industrial Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($8.06M), Barclays PLC ($3.78M), Migdal Insurance & Financial Holdings Ltd. ($2.80M), Healthcare of Ontario Pension Plan Trust Fund ($2.45M), Prudential PLC ($2.39M), Bessemer Group Inc. ($2.30M), and Morgan Stanley ($1.65M).

How much institutional selling is happening at Industrial Select Sector SPDR Fund?

Institutional investors have sold a total of 47,011,314 shares in the last 24 months. This volume of shares sold represents approximately $4.63B in transactions.


This page (NYSEARCA:XLI) was last updated on 4/28/2024 by MarketBeat.com Staff

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