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XLI Institutional Ownership

State Street Industrial Select Sector SPDR ETF
1W: -0.3% 1M: -1.6% 3M: -8.4% YTD: +7.6% 1Y: +10.5% 3Y: +72.6% 5Y: +79.6%
$169.95
+1.31 (+0.78%)
 
Weekly Expected Move ±1.8%
$164 $167 $170 $173 $176
ETF AMEX · AUM $31.1B

Institutional Ownership — XLI

1,761
Institutional Holders
+81 vs prior quarter
0.0%
Ownership
+0.00pp
29B
Total Invested
208
New Positions
644
Increased
591
Reduced
92
Closed
1.24
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1840 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 12,665,769 2.2B +339,205 +2.8% 15Q SEC ↗
2 MORGAN STANLEY 10,618,290 1.8B -578,808 -5.2% 60Q SEC ↗
3 JPMORGAN CHASE & CO 9,182,613 1.6B -1,017,811 -10.0% 73Q SEC ↗
4 WELLS FARGO & COMPANY/MN 8,208,436 1.4B +455,888 +5.9% 99Q SEC ↗
5 GOLDMAN SACHS GROUP INC 6,096,984 1.0B -1,927,942 -24.0% 15Q SEC ↗
6 LPL Financial LLC 5,327,652 905M +210,663 +4.1% 54Q SEC ↗
7 Migdal Insurance & Financial Holdings 4,955,697 842M +944,499 +23.5% 43Q SEC ↗
8 UBS Group AG 4,628,620 787M -344,376 -6.9% 47Q SEC ↗
9 Phoenix Financial Ltd. 4,234,423 720M +1,413,987 +50.1% 13Q SEC ↗
10 Fisher Asset Management, LLC 3,847,445 654M +885,554 +29.9% 28Q SEC ↗
11 CITIGROUP INC 3,770,566 641M -174,043 -4.4% 83Q SEC ↗
12 MENORA MIVTACHIM HOLDINGS LTD. 3,592,360 611M -735,280 -17.0% 11Q SEC ↗
13 BNP PARIBAS FINANCIAL MARKETS 3,450,493 586M +1,097,867 +46.7% 76Q SEC ↗
14 Harel Insurance Investments & Financia 3,236,426 550M +304,552 +10.4% 43Q SEC ↗
15 ENVESTNET ASSET MANAGEMENT INC 2,864,517 487M -154,961 -5.1% 68Q SEC ↗
16 Focus Partners Wealth 2,444,075 415M +432,729 +21.5% 11Q SEC ↗
17 AMERIPRISE FINANCIAL INC 2,403,645 408M -115,346 -4.6% 16Q SEC ↗
18 ROYAL BANK OF CANADA 2,326,200 395M +619,006 +36.3% 80Q SEC ↗
19 RAYMOND JAMES FINANCIAL INC 2,275,926 387M +195,630 +9.4% 7Q SEC ↗
20 Main Management ETF Advisors, LLC 1,904,735 324M +503,836 +36.0% 2Q SEC ↗
21 BANK OF MONTREAL /CAN 1,775,629 302M -54,089 -3.0% 53Q SEC ↗
22 Sixth Street Partners Management Compa NEW 1,632,498 277M — +0.0% 1Q SEC ↗
23 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,632,498 277M +737,279 +82.4% 12Q SEC ↗
24 ING GROEP NV 1,419,576 241M — +0.0% 10Q SEC ↗
25 NISSAY ASSET MANAGEMENT CORP /JAPAN NEW 1,359,335 231M — +0.0% 1Q SEC ↗
26 HEALTHCARE OF ONTARIO PENSION PLAN TRU 1,320,000 224M -1,233,000 -48.3% 23Q SEC ↗
27 PGIM Custom Harvest LLC 1,311,071 223M +130,304 +11.0% 4Q SEC ↗
28 MEITAV INVESTMENT HOUSE LTD 1,250,129 212M -80,538 -6.1% 35Q SEC ↗
29 STATE STREET CORP 1,099,118 187M +339,904 +44.8% 5Q SEC ↗
30 MARSHALL WACE, LLP 845,410 144M +428,088 +102.6% 5Q SEC ↗
31 BARCLAYS PLC 834,565 142M +677,817 +432.4% 67Q SEC ↗
32 OSAIC HOLDINGS, INC. 748,610 127M +27,085 +3.8% 26Q SEC ↗
33 CIBC WORLD MARKET INC. 717,105 122M -896,594 -55.6% 52Q SEC ↗
34 MML INVESTORS SERVICES, LLC 689,782 117M +47,888 +7.5% 37Q SEC ↗
35 Cetera Investment Advisers 678,480 115M +19,608 +3.0% 39Q SEC ↗
36 STIFEL FINANCIAL CORP 632,441 107M +142,897 +29.2% 49Q SEC ↗
37 CAPTRUST FINANCIAL ADVISORS 578,586 98M +98,644 +20.6% 37Q SEC ↗
38 Clal Insurance Enterprises Holdings Lt 567,000 96M — +0.0% 7Q SEC ↗
39 AGF MANAGEMENT LTD 538,815 92M -2,365 -0.4% 15Q SEC ↗
40 Rockefeller Capital Management L.P. 477,535 81M -10,923 -2.2% 30Q SEC ↗
41 Perbak Capital Partners LLP 461,922 79M +222,608 +93.0% 8Q SEC ↗
42 NORTHERN TRUST CORP 460,313 78M +55,357 +13.7% 99Q SEC ↗
43 RiverFront Investment Group, LLC 443,464 75M +1,251 +0.3% 31Q SEC ↗
44 COMMONWEALTH EQUITY SERVICES, LLC 442,809 75M +23,238 +5.5% 35Q SEC ↗
45 MERCER GLOBAL ADVISORS INC /ADV 414,229 70M +56,466 +15.8% 24Q SEC ↗
46 Janney Montgomery Scott LLC 409,331 70M +87,051 +27.0% 52Q SEC ↗
47 BlackRock, Inc. 397,278 68M -165,496 -29.4% 8Q SEC ↗
48 TRUIST FINANCIAL CORP 386,211 66M +32,567 +9.2% 27Q SEC ↗
49 Private Advisor Group, LLC 370,646 63M -5,847 -1.6% 51Q SEC ↗
50 Thrivent Financial for Lutherans 364,812 62M -4,445 -1.2% 25Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Phoenix Financial Ltd. +1,413,987 +50.1% 4,234,423
BNP PARIBAS FINANCIAL MARKETS +1,097,867 +46.7% 3,450,493
Migdal Insurance & Financial Holdin +944,499 +23.5% 4,955,697
Fisher Asset Management, LLC +885,554 +29.9% 3,847,445
CHARLES SCHWAB INVESTMENT MANAGEMEN +737,279 +82.4% 1,632,498
BARCLAYS PLC +677,817 +432.4% 834,565
ROYAL BANK OF CANADA +619,006 +36.3% 2,326,200
Main Management ETF Advisors, LLC +503,836 +36.0% 1,904,735
WELLS FARGO & COMPANY/MN +455,888 +5.9% 8,208,436
Focus Partners Wealth +432,729 +21.5% 2,444,075
MARSHALL WACE, LLP +428,088 +102.6% 845,410
STATE STREET CORP +339,904 +44.8% 1,099,118
BANK OF AMERICA CORP /DE +339,205 +2.8% 12,665,769
Harel Insurance Investments & Finan +304,552 +10.4% 3,236,426
Itau Unibanco Holding S.A. +299,143 +1869643.8% 299,159
SRB CORP +276,962 +823.8% 310,583
Perbak Capital Partners LLP +222,608 +93.0% 461,922
LPL Financial LLC +210,663 +4.1% 5,327,652
AlphaStar Capital Management, LLC +197,735 +1083.7% 215,982
RAYMOND JAMES FINANCIAL INC +195,630 +9.4% 2,275,926
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -1,927,942 -24.0% 6,096,984
HEALTHCARE OF ONTARIO PENSION PLAN -1,233,000 -48.3% 1,320,000
JPMORGAN CHASE & CO -1,017,811 -10.0% 9,182,613
CIBC WORLD MARKET INC. -896,594 -55.6% 717,105
MENORA MIVTACHIM HOLDINGS LTD. -735,280 -17.0% 3,592,360
RENAISSANCE TECHNOLOGIES LLC -664,600 -98.5% 10,000
MORGAN STANLEY -578,808 -5.2% 10,618,290
MILLENNIUM MANAGEMENT LLC -435,145 -84.7% 78,546
UBS Group AG -344,376 -6.9% 4,628,620
MIRAE ASSET SECURITIES (USA) INC. -297,711 -45.8% 352,289
Allianz Asset Management GmbH -210,750 -89.1% 25,900
Walleye Capital LLC -203,330 -81.0% 47,591
SUSQUEHANNA INTERNATIONAL GROUP, LL -189,293 -63.7% 108,029
CITIGROUP INC -174,043 -4.4% 3,770,566
UBS AM, a distinct business unit of -166,371 -87.5% 23,704
BlackRock, Inc. -165,496 -29.4% 397,278
Flaharty Asset Management, LLC -157,515 -92.4% 12,937
ENVESTNET ASSET MANAGEMENT INC -154,961 -5.1% 2,864,517
Ashton Thomas Private Wealth, LLC -120,502 -69.8% 52,096
AMERIPRISE FINANCIAL INC -115,346 -4.6% 2,403,645

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms