SS Industrial Select SectorXLIETF

13F holders, Q2 2024 (June 30)
1,226holders +13
115new positions
98sold out
9famous investors
$121.46avg. 13F price*

At the end of Q2 2024, 1,226 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 13 from Q1 2024. 115 opened new positions and 98 sold out. The largest holders were Bank of America Corp. ($2.2B), Morgan Stanley ($1.0B) and JPMorgan Chase & Co. ($966.5M). 9 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions115$250.9M
Exits98$193.5M

All 13F filers, Q1 2024 → Q2 2024: 17,255,275 shares bought and 10,719,734 shares sold, net +6,535,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,226 holders

Bank of America Corp. 0.21% Reduce -0.6% 18,022,252 $2.2B
Morgan Stanley 0.08% Add +7.5% 8,568,258 $1.0B
JPMorgan Chase & Co. 0.08% Reduce -13.9% 7,930,783 $966.5M
Goldman Sachs Group Inc. 0.18% Add +1.5% 7,684,490 $936.5M
BNP Paribas Financial Markets 0.82% Reduce -6.9% 6,123,082 $746.2M
Wells Fargo & Company 0.18% Add +7.2% 5,854,724 $713.5M
Citigroup Inc. 0.66% Add +53.8% 5,573,641 $679.3M
Healthcare of Ontario Pension Plan Trust Fund 1.79% Add +43.5% 4,950,000 $603.3M
UBS Group AG 0.17% Add +14.2% 4,594,365 $559.9M
LPL Financial LLC 0.25% Add +6.4% 4,149,123 $505.7M
Ameriprise Financial Inc. 0.10% Add +26.5% 3,078,130 $375.0M
Natixis 2.20% Add +1.9% 2,859,729 $348.5M
Migdal Insurance & Financial Holdings Ltd. 4.94% Add +7.0% 2,429,644 $296.1M
Fisher Asset Management 0.11% Reduce -18.4% 2,089,302 $254.6M
CHURCHILL MANAGEMENT Corp 2.75% Reduce -19.7% 1,911,728 $233.0M
Mirae Asset Securities (usa) Inc. 14.50% — 1,850,000 $225.5M
Bank of Montreal 0.06% Add +36.5% 1,710,191 $208.7M
Royal Bank of Canada 0.05% Reduce -9.3% 1,705,771 $207.9M
Susquehanna International Group, LLP 0.36% Reduce -24.9% 1,653,151 $201.5M
State Street Corp. 0.01% Add +40.3% 1,601,305 $195.2M
Envestnet Asset Management Inc. 0.07% Add +16.4% 1,600,852 $195.1M
ING Groep NV 1.08% Add +200.0% 1,500,000 $182.8M
Barclays PLC 0.08% Reduce -46.8% 1,426,672 $173.9M
TD Asset Management Inc 0.13% Reduce -6.9% 1,137,100 $138.6M
Cibc World Market Inc. 0.34% Add +78.2% 1,133,749 $138.2M
Charles Schwab Investment Management Inc. 0.03% Add +489.5% 1,127,351 $137.4M
BlackRock Inc. 0.00% Reduce -19.3% 1,051,581 $128.2M
Raymond James & Associates 0.08% Add +2.8% 1,007,246 $122.8M
Harel Insurance Investments & Financial Services Ltd. 2.15% Reduce -4.1% 935,395 $114.0M
PGIM Custom Harvest LLC 2.41% Add +6.3% 886,497 $108.0M
Factory Mutual Insurance Co. 1.21% Reduce -3.3% 869,000 $105.9M
Raymond James Financial Services Advisors, Inc. 0.15% Add +14.8% 864,787 $105.4M
Menora Mivtachim Holdings LTD. 0.71% Add +6661.9% 858,761 $104.7M
Meitav Investment House Ltd. 1.85% Reduce -4.7% 854,082 $104.1M
Capital Fund Management S.A. 1.04% Reduce -8.7% 754,933 $92.0M
Agf Management Ltd. 0.50% Reduce -2.6% 737,663 $89.9M
Longbow Finance SA 7.78% Reduce -4.8% 617,670 $75.3M
Wolverine Trading, LLC 1.02% Reduce -0.0% 511,613 $62.4M
Commonwealth Equity Services, LLC 0.10% Add +11.3% 508,593 $62.0M
FIL Ltd 0.06% Add +2073.3% 487,786 $59.4M
Qube Research & Technologies Ltd 0.10% Add +113.9% 424,814 $51.8M
Stifel Financial Corp. 0.06% Add +10.4% 415,601 $50.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4.56% No change 415,012 $50.6M
Signature Estate & Investment Advisors LLC 1.25% Reduce -41.9% 411,276 $50.1M
HighTower Advisors, LLC 0.07% Reduce -0.3% 391,680 $47.7M
MML Investors Services, LLC 0.19% Add +10.0% 388,840 $47.4M
Private Advisor Group, LLC 0.32% Add +11.8% 388,109 $47.3M
Osaic Holdings, Inc. 0.11% Reduce -26.9% 381,879 $46.6M
Cetera Investment Advisers 0.11% Add +0.5% 380,225 $46.3M
Truist Financial Corp. 0.07% Reduce -14.2% 362,636 $44.2M
J.Safra Asset Management Corp 4.45% Add +1.4% 362,188 $44.1M
Swan Global Investments, LLC 2.20% Reduce -12.0% 360,730 $44.0M
Northern Trust Corp. 0.01% Reduce -1.0% 360,610 $43.9M
Trust Asset Management LLC 3.65% No change 355,946 $43.4M
Advisory Alpha, LLC 1.58% Add +48.7% 328,660 $40.1M
PNC Financial Services Group, Inc. 0.03% Reduce -4.5% 324,466 $39.5M
Campbell Wealth Management 12.02% Add +3.0% 305,468 $37.2M
Taiyo Life Insurance Co. 2.90% No change 297,900 $36.3M
Rockefeller Capital Management L.P. 0.10% Reduce -6.7% 277,497 $33.8M
Mercer Global Advisors Inc. 0.09% Reduce -2.3% 274,833 $33.5M
Jefferies Financial Group Inc. 0.68% Add +29.4% 264,394 $32.2M
Alps Advisors Inc. 0.22% Add +6.5% 260,360 $31.7M
KCM Investment Advisors LLC 1.13% Add +1.0% 256,084 $31.2M
Millennium Management 0.03% Add +10745.3% 252,695 $30.8M
CW Advisors, LLC 0.48% Reduce -31.5% 246,333 $30.0M
Perbak Capital Partners LLP 8.71% New 241,608 $29.4M
Biltmore Wealth Management, LLC 12.37% Reduce -0.2% 234,313 $28.6M
Country Trust Bank 0.72% Add +2.0% 234,006 $28.5M
Full Sail Capital, LLC 1.90% Add +6.0% 232,233 $28.3M
Peapack Gladstone Financial Corp. 0.43% Add +0.9% 230,157 $28.0M
Cornerstone Advisors, LLC 1.14% Add +377.8% 229,800 $28.0M
Walleye Capital LLC 0.32% Add +857.9% 226,337 $27.6M
RiverFront Investment Group, LLC 0.72% Add +0.2% 222,056 $27.1M
Armstrong Advisory Group, Inc. 2.36% Reduce -7.8% 219,014 $26.7M
US Bancorp \de 0.04% Add +0.3% 218,728 $26.7M
Lido Advisors, LLC 0.21% Add +194.6% 212,575 $25.9M
Cwm, LLC 0.12% Add +9.2% 209,285 $25.5M
Mariner, LLC 0.05% Reduce -2.2% 199,335 $24.3M
Greenwood Gearhart LLC 2.18% Add +1.6% 189,358 $23.1M
Janney Montgomery Scott LLC 0.07% Add +0.5% 186,566 $22.7M
D. E. Shaw & Co. 0.03% No change 180,000 $21.9M
Spire Wealth Management 0.77% Reduce -10.4% 178,742 $21.8M
Equitable Holdings, Inc. 0.22% Add +34.6% 170,480 $20.8M
Assetmark, Inc. 0.06% Reduce -1.9% 167,704 $20.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5.54% Reduce -9.4% 166,882 $20.3M
Mizuho Bank, Ltd. 4.63% New 160,000 $19.5M
Thrivent Financial for Lutherans 0.04% Reduce -45.1% 158,287 $19.3M
Bellwether Advisors, LLC 4.04% Add +66.1% 158,054 $19.3M
Bar Harbor Wealth Management 1.26% Reduce -0.3% 155,694 $19.0M
Spectrum Wealth Counsel, LLC 2.32% Add +76.7% 150,667 $18.4M
Marshall Wace, LLP 0.03% Add +13895.3% 150,030 $18.3M
Rothschild Capital Partners, LLC 5.16% Add +30.2% 148,096 $18.0M
Trek Financial, LLC 1.41% Reduce -2.7% 145,783 $17.8M
Point72 Asset Management 0.06% New 143,000 $17.4M
GTS Securities LLC 0.36% Add +147.0% 142,862 $17.4M
Sanctuary Advisors, LLC 0.12% — 137,531 $16.9M
Cerity Partners LLC 0.04% Reduce -35.4% 134,772 $16.4M
Teamwork Financial Advisors, LLC 2.42% Add +45.0% 134,185 $16.4M
Graypoint LLC 1.11% Add +5.1% 131,775 $16.1M
Cambridge Investment Research Advisors, Inc. 0.06% Add +3.2% 130,026 $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 1,226 holders