Industrial Select Sector SPDR Fund (XLI) Institutional Ownership

$125.33
+0.14 (+0.11%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
737
Total
Institutional Inflows
(last 12 months)
$3.38B
Number of
Institutional Sellers
(last 12 months)
503
Total
Institutional Outflows
(last 12 months)
$2.19B
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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
5/17/2024 Tandem Capital Management Corp ADV1,710$215K0.1%N/A0.001%
5/17/2024 Jaffetilchin Investment Partners LLC3,720$469K0.0%+2.6%0.003%
5/17/2024 Beacon Capital Management LLC1,476$186K0.0%+26.2%0.001%
5/17/2024 Comerica Bank86,422$10.89M0.0%-0.9%0.059%
5/17/2024 Tidal Investments LLC2,082$262K0.0%N/A0.001%
5/16/2024 Innova Wealth Partners41,190$5.19M4.0%-2.7%0.028%
5/16/2024 B. Riley Wealth Advisors Inc.71,053$8.95M0.2%-3.6%0.048%
5/16/2024 BTG Pactual Global Asset Management Ltd3,100$390K0.1%N/A0.002%
5/16/2024 Waverly Advisors LLC41,079$5.17M0.1%+1,600.3%0.028%
5/16/2024 Silvercrest Asset Management Group LLC1,782$224K0.0%N/A0.001%
5/16/2024 Zurich Insurance Group Ltd FI72,925$9.15M0.1%+8.4%0.050%
5/15/2024 Ascent Group LLC1,981$250K0.0%N/A0.001%
5/15/2024 Mount Yale Investment Advisors LLC36,440$4.59M0.4%+4.0%0.025%
5/15/2024 Price T Rowe Associates Inc. MD3,225$407K0.0%N/A0.002%
5/15/2024 BOKF NA4,012$501K0.0%-15.4%0.003%
5/15/2024 LRI Investments LLC859$108K0.0%N/A0.001%
5/15/2024 1832 Asset Management L.P.14,135$1.78M0.0%-94.8%0.010%
5/15/2024 Truvestments Capital LLC303$38K0.0%+41.6%0.000%
5/15/2024 Lodge Hill Capital LLC84,200$10.61M2.5%+115.9%0.057%
5/14/2024 Axxcess Wealth Management LLC54,643$6.88M0.2%-19.4%0.037%
5/14/2024 EP Wealth Advisors LLC35,647$4.49M0.1%-3.1%0.024%
5/14/2024 CreativeOne Wealth LLC17,904$2.26M0.1%+139.0%0.012%
5/14/2024 Mattern Wealth Management LLC1,650$208K0.1%N/A0.001%
5/14/2024 Natixis2,807,234$353.60M1.8%+0.2%1.911%
5/14/2024 InterOcean Capital Group LLC33,574$4.23M0.1%+0.8%0.023%
5/14/2024 Pitcairn Co.3,025$381K0.0%N/A0.002%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund3,450,000$434.56M1.5%+15.0%2.349%
5/14/2024 Owen LaRue LLC9,200$1.16M0.7%N/A0.006%
5/13/2024Cedar Wealth Management LLC300$38K0.0%+50.0%0.000%
5/13/2024 Alerus Financial NA46,441$5.85M0.4%-35.6%0.032%
5/13/2024 Rockport Wealth LLC10,994$1.38M0.5%N/A0.007%
5/13/2024 Signature Estate & Investment Advisors LLC708,254$89.21M2.5%+5,667.5%0.482%
5/11/2024 Spreng Capital Management Inc.39,535$4.98M2.7%-3.7%0.027%
5/11/2024 Covestor Ltd733$92K0.1%+71.3%0.000%
5/11/2024 Beaumont Financial Advisors LLC11,486$1.45M0.1%-0.8%0.008%
5/11/2024 Jacobi Capital Management LLC17,094$2.15M0.2%+20.9%0.012%
5/11/2024 Patten & Patten Inc. TN21,680$2.73M0.2%+12.1%0.015%
5/10/2024 Osaic Holdings Inc.522,265$65.80M0.1%-22.0%0.356%
5/10/2024 TIAA Trust National Association14,655$1.85M0.0%-7.6%0.010%
5/10/2024 Cornerstone Advisors LLC48,100$6.06M0.3%N/A0.033%
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5/10/2024 Spirepoint Private Client LLC1,906$240K0.0%N/A0.001%
5/10/2024 Councilmark Asset Management LLC2,650$334K0.2%N/A0.002%
5/10/2024 First Foundation Advisors4,548$573K0.0%+3.9%0.003%
5/10/2024 J.Safra Asset Management Corp357,103$44.98M5.1%+62.5%0.243%
5/10/2024 Nwam LLC23,998$2.98M0.2%+24.8%0.016%
5/10/2024 Banco BTG Pactual S.A.3,033$382K0.1%N/A0.002%
5/9/2024 Delos Wealth Advisors LLC1,271$160K0.2%-24.9%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC18,734$2.36M0.2%+58.6%0.013%
5/9/2024 Orion Portfolio Solutions LLC18,109$2.28M0.0%+15.8%0.012%
5/9/2024 Blair William & Co. IL30,094$3.79M0.0%-2.0%0.020%
5/9/2024 Picton Mahoney Asset Management1,400$176K0.0%-99.7%0.001%
5/9/2024 HBK Sorce Advisory LLC2,828$356K0.0%+3.9%0.002%
5/9/2024 Kingsview Wealth Management LLC67,976$8.56M0.2%-3.9%0.046%
5/9/2024 Condor Capital Management5,664$713K0.1%-5.2%0.004%
5/9/2024 Zega Financial LLC6,174$778K0.3%N/A0.004%
5/9/2024 Delta Investment Management LLC2,628$331K0.1%-17.9%0.002%
5/9/2024 Ledyard National Bank4,036$508K0.0%-10.2%0.003%
5/9/2024 SageView Advisory Group LLC3,466$437K0.0%-51.3%0.002%
5/9/2024 TD Asset Management Inc1,221,200$153.82M0.1%+15.7%0.831%
5/9/2024 Hudson Value Partners LLC4,722$595K0.3%+9.1%0.003%
5/9/2024 Dearborn Partners LLC2,215$279K0.0%+12.7%0.002%
5/9/2024 Pettyjohn Wood & White Inc.5,822$733K0.1%+4.3%0.004%
5/9/2024 Koshinski Asset Management Inc.2,750$346K0.0%-29.5%0.002%
5/8/2024 Camarda Financial Advisors LLC108,067$13.61M5.5%-2.7%0.074%
5/8/2024 Bell Investment Advisors Inc463$58K0.0%+124.8%0.000%
5/8/2024 Private Wealth Advisors LLC35,803$4.51M1.8%-12.2%0.024%
5/8/2024 Financial & Tax Architects LLC5,560$700K0.2%-8.4%0.004%
5/8/2024 Advisors Preferred LLC1,584$198K0.0%N/A0.001%
5/8/2024 Locust Wood Capital Advisers LLC17,250$2.17M0.1%N/A0.012%
5/8/2024 Avantax Advisory Services Inc.78,751$9.92M0.1%+35.0%0.054%
5/8/2024 US Bancorp DE218,029$27.46M0.0%+0.3%0.148%
5/8/2024 QRG Capital Management Inc.5,649$712K0.0%+6.4%0.004%
5/7/2024 Verus Capital Partners LLC7,274$916K0.1%-28.0%0.005%
5/7/2024 Choate Investment Advisors36,988$4.66M0.1%+9.7%0.025%
5/7/2024 WNY Asset Management LLC4,093$516K0.1%-14.7%0.003%
5/7/2024 Abbrea Capital LLC3,700$466K0.1%+3.8%0.003%
5/7/2024 RPG Investment Advisory LLC3,070$387K0.1%+23.8%0.002%
5/7/2024 Atomi Financial Group Inc.4,428$558K0.1%-12.6%0.003%
5/7/2024 Montag A & Associates Inc.5,947$749K0.0%-19.1%0.004%
5/7/2024Susquehanna International Group Ltd.7,226$910K0.2%N/A0.005%
5/7/2024 KCM Investment Advisors LLC253,584$31.94M1.2%-0.7%0.173%
5/7/2024 NTV Asset Management LLC75,670$9.53M1.5%+3.2%0.052%
5/7/2024 Hyman Charles D1,743$220K0.0%N/A0.001%
5/7/2024 Capital Wealth Planning LLC10,736$1.35M0.0%N/A0.007%
5/7/2024 Nvwm LLC2,675$337K0.1%-19.3%0.002%
5/7/2024 Nelson Capital Management LLC124,068$15.63M3.0%+0.1%0.084%
5/7/2024 Oppenheimer Asset Management Inc.44,000$5.54M0.1%-52.0%0.030%
5/7/2024 Oppenheimer & Co. Inc.57,797$7.28M0.1%+73.8%0.039%
5/7/2024 PFG Advisors78,322$9.87M0.7%+16.6%0.053%
5/7/2024 Guardian Asset Advisors LLC3,014$380K0.3%+56.4%0.002%
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5/7/2024 Wealthspire Advisors LLC3,052$384K0.0%-8.3%0.002%
5/7/2024 SG Americas Securities LLC156,225$19.68M0.1%+21.5%0.106%
5/6/2024 Envestnet Portfolio Solutions Inc.63,054$7.94M0.0%+80.8%0.043%
5/6/2024 Leuthold Group LLC31,587$3.98M0.4%-9.3%0.022%
5/6/2024 Concord Investment Counsel Inc.183,702$23.14M8.4%N/A0.125%
5/6/2024 Advisory Services Network LLC54,995$6.93M0.2%+2.2%0.037%
5/6/2024 W.H. Cornerstone Investments Inc.1,613$203K0.1%N/A0.001%
5/6/2024 Advisory Alpha LLC221,004$27.84M1.1%-3.4%0.150%
5/4/2024 Beacon Bridge Wealth Partners LLC2,385$300K0.1%N/A0.002%
5/4/2024 Noesis Capital Mangement Corp1,589$200K0.0%N/A0.001%
(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, 1,206 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), Healthcare of Ontario Pension Plan Trust Fund ($434.56M), and LPL Financial LLC ($386.60M).Learn more on XLI's institutional investors.

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

Of the 1,021 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. ($4.07M), Healthcare of Ontario Pension Plan Trust Fund ($2.70M), Bank of Montreal Can ($2.29M), Bessemer Group Inc. ($2.17M), LPL Financial LLC ($1.66M), Fisher Asset Management LLC ($1.52M), and SG Americas Securities LLC ($1.50M).

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

Institutional investors have bought a total of 61,776,914 shares in the last 24 months. This purchase volume represents approximately $6.27B in transactions.

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

Of the 714 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. ($4.48M), 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 41,731,598 shares in the last 24 months. This volume of shares sold represents approximately $4.13B in transactions.


This page (NYSEARCA:XLI) was last updated on 5/18/2024 by MarketBeat.com Staff

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