SS Industrial Select SectorXLIETF

13F holders, Q1 2024 (March 31)
1,213holders
5famous investors
$126.12avg. 13F price*

At the end of Q1 2024, 1,213 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings. The largest holders were Bank of America Corp. ($2.3B), JPMorgan Chase & Co. ($1.2B) and Morgan Stanley ($1.0B). 5 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS Industrial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions125$343.5M
Exits101$319.3M

Ownership 1,213 holders

Bank of America Corp. 0.23% Add +13.0% 18,125,289 $2.3B
JPMorgan Chase & Co. 0.10% Add +89.5% 9,210,122 $1.2B
Morgan Stanley 0.08% Add +11.0% 7,974,135 $1.0B
Goldman Sachs Group Inc. 0.20% Reduce -34.3% 7,572,960 $953.9M
BNP Paribas Financial Markets 1.04% Add +27.9% 6,574,861 $828.2M
Wells Fargo & Company 0.18% Add +5.4% 5,464,253 $688.3M
UBS Group AG 0.17% Reduce -11.6% 4,021,593 $506.6M
LPL Financial LLC 0.26% Add +7.3% 3,898,103 $491.0M
Citigroup Inc. 0.49% Reduce -11.6% 3,624,226 $456.5M
Healthcare of Ontario Pension Plan Trust Fund 1.53% Add +15.0% 3,450,000 $434.6M
Natixis 1.97% Add +0.2% 2,807,234 $353.6M
Barclays PLC 0.15% Reduce -22.8% 2,682,181 $337.8M
Fisher Asset Management 0.15% Reduce -2.8% 2,560,917 $322.6M
Ameriprise Financial Inc. 0.08% Add +4.7% 2,433,313 $306.5M
CHURCHILL MANAGEMENT Corp 3.74% Add +46.3% 2,381,219 $299.9M
Migdal Insurance & Financial Holdings Ltd. 4.58% Reduce -25.8% 2,271,251 $286.1M
Susquehanna International Group, LLP 0.42% Add +375.4% 2,202,088 $277.4M
Royal Bank of Canada 0.06% Reduce -3.6% 1,881,311 $237.0M
Envestnet Asset Management Inc. 0.06% Add +25.5% 1,375,284 $173.2M
BlackRock Inc. 0.00% Add +11.0% 1,302,686 $164.1M
Bank of Montreal 0.05% Add +810.5% 1,252,622 $158.0M
TD Asset Management Inc 0.14% Add +15.7% 1,221,200 $153.8M
State Street Corp. 0.01% Add +224.1% 1,141,613 $143.8M
Raymond James & Associates 0.08% Reduce -2.6% 980,174 $123.5M
Harel Insurance Investments & Financial Services Ltd. 2.38% Reduce -0.0% 975,395 $122.9M
Factory Mutual Insurance Co. 1.30% Add +0.3% 899,000 $113.2M
Meitav Investment House Ltd. 2.21% Reduce -47.6% 896,240 $112.9M
PGIM Custom Harvest LLC 2.60% Add +45.1% 834,075 $105.1M
Capital Fund Management S.A. 1.27% Add +127.4% 827,192 $104.2M
Phoenix Financial Ltd. 1.44% Add +527.8% 824,623 $103.9M
Agf Management Ltd. 0.53% Add +82.7% 757,767 $95.4M
Raymond James Financial Services Advisors, Inc. 0.14% Reduce -15.4% 752,977 $94.8M
Signature Estate & Investment Advisors LLC 2.52% Add +5667.5% 708,254 $89.2M
Longbow Finance SA 8.27% New 648,919 $81.8M
Cibc World Market Inc. 0.21% Add +29.9% 636,307 $80.1M
Osaic Holdings, Inc. 0.15% Reduce -21.9% 522,265 $65.8M
Wolverine Trading, LLC 0.66% Reduce -0.0% 511,739 $64.5M
ING Groep NV 0.43% New 500,000 $63.0M
Spire Wealth Management 1.07% Add +5.6% 199,526 $58.4M
Commonwealth Equity Services, LLC 0.10% Reduce -7.6% 457,098 $57.6M
Truist Financial Corp. 0.08% Reduce -6.0% 422,761 $53.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4.54% No change 415,012 $52.3M
Swan Global Investments, LLC 2.54% Reduce -8.1% 410,066 $51.7M
HighTower Advisors, LLC 0.08% Reduce -0.5% 392,778 $49.5M
Cetera Investment Advisers 0.11% Add +924.5% 378,327 $47.7M
Stifel Financial Corp. 0.05% Reduce -24.2% 376,497 $47.4M
Northern Trust Corp. 0.01% Add +4.6% 364,092 $45.9M
CW Advisors, LLC 0.78% Reduce -0.6% 359,803 $45.3M
J.Safra Asset Management Corp 5.09% Add +62.5% 357,103 $45.0M
Trust Asset Management LLC 3.93% Add +4.1% 355,946 $44.8M
MML Investors Services, LLC 0.18% Add +36.0% 353,573 $44.5M
Private Advisor Group, LLC 0.31% Reduce -18.9% 347,051 $43.7M
PNC Financial Services Group, Inc. 0.03% Reduce -2.4% 339,929 $42.8M
Taiyo Life Insurance Co. 3.02% New 297,900 $37.5M
Rockefeller Capital Management L.P. 0.11% Add +5.7% 297,471 $37.5M
Campbell Wealth Management 3.71% Reduce -14.6% 296,539 $37.4M
Thrivent Financial for Lutherans 0.07% Reduce -20.4% 288,092 $36.3M
Mercer Global Advisors Inc. 0.10% Reduce -1.2% 281,400 $35.4M
KCM Investment Advisors LLC 1.19% Reduce -0.7% 253,584 $31.9M
Exchange Traded Concepts, LLC 0.82% Reduce -34.3% 250,668 $31.6M
Alps Advisors Inc. 0.22% Reduce -11.5% 244,360 $30.8M
Country Trust Bank 0.75% Add +31.3% 229,461 $28.9M
Peapack Gladstone Financial Corp. 0.45% Add +1.1% 228,149 $28.7M
Castleark Management LLC 1.17% No change 223,500 $28.2M
RiverFront Investment Group, LLC 0.79% Add +1.4% 221,572 $27.9M
Advisory Alpha, LLC 1.14% Reduce -3.4% 221,004 $27.8M
Full Sail Capital, LLC 1.92% Add +4.7% 219,027 $27.6M
US Bancorp \de 0.04% Add +0.3% 218,029 $27.5M
Bank of Nova Scotia 0.06% Add +1107.0% 217,679 $27.4M
Armstrong Advisory Group, Inc. 2.63% No change 237,483 $27.1M
Biltmore Wealth Management, LLC 12.73% No change 234,827 $26.8M
Cerity Partners LLC 0.07% Reduce -38.7% 208,601 $26.3M
Jefferies Financial Group Inc. 0.57% Add +101.5% 204,377 $25.7M
Parallax Volatility Advisers, L.P. 0.85% Reduce -52.7% 203,891 $25.7M
Mariner, LLC 0.05% Add +18.0% 203,854 $25.7M
Qube Research & Technologies Ltd 0.05% Reduce -1.3% 198,621 $25.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -17.1% 196,802 $24.8M
Cwm, LLC 0.12% Add +10.6% 191,588 $24.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -6.5% 191,225 $24.1M
WINTON GROUP Ltd 1.70% Add +77.8% 190,896 $24.0M
Greenwood Gearhart LLC 2.29% Add +4824.2% 186,284 $23.5M
Janney Montgomery Scott LLC 0.07% Reduce -6.0% 185,709 $23.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 6.05% Reduce -18.3% 184,182 $23.2M
Prudential PLC 0.19% Add +48.3% 183,718 $23.1M
Concord Investment Counsel Inc. 8.35% — 183,702 $23.1M
Transform Wealth, LLC 2.19% Add +18.5% 183,339 $23.1M
D. E. Shaw & Co. 0.03% New 180,000 $22.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.67% Add +52.4% 172,574 $21.7M
Assetmark, Inc. 0.07% Add +29879.1% 170,881 $21.5M
AlphaStar Capital Management, LLC 2.12% Add +1599.4% 163,587 $20.6M
Bar Harbor Wealth Management 1.32% Add +0.6% 156,243 $19.7M
SG Americas Securities, LLC 0.10% Add +21.5% 156,225 $19.7M
Corient Private Wealth LP 0.03% Reduce -12.4% 153,816 $19.4M
Trek Financial, LLC 1.49% Add +11.9% 149,812 $18.9M
SPX Gestao de Recursos Ltda 1.61% New 145,756 $18.4M
Foundations Investment Advisors, LLC 0.46% Add +3.2% 138,234 $17.4M
Robertson Stephens Wealth Management, LLC 0.88% Add +35.1% 127,861 $16.1M
Equitable Holdings, Inc. 0.18% Reduce -0.0% 126,606 $15.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +23.3% 125,970 $15.9M
Graypoint LLC 1.14% Add +5.8% 125,423 $15.8M

"% of holder's portfolio" is XLI's weight in each manager's 13F, not the share of SS Industrial Select Sector the manager owns.

Show all 1,213 holders