SS Industrial Select SectorXLIETF

13F holders, Q3 2024 (September 30)
1,265holders +39
111new positions
70sold out
8famous investors
$135.40avg. 13F price*

At the end of Q3 2024, 1,265 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 39 from Q2 2024. 111 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($2.4B), Morgan Stanley ($1.2B) and JPMorgan Chase & Co. ($959.6M). 8 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 (Q3 2024)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions111$389.2M
Exits70$402.9M

All 13F filers, Q2 2024 → Q3 2024: 8,021,864 shares bought and 24,300,909 shares sold, net −16,279,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,265 holders

Bank of America Corp. 0.21% Reduce -2.4% 17,590,199 $2.4B
Morgan Stanley 0.08% Add +0.7% 8,624,662 $1.2B
JPMorgan Chase & Co. 0.08% Reduce -10.7% 7,085,355 $959.6M
Goldman Sachs Group Inc. 0.17% Reduce -16.3% 6,433,413 $871.3M
Wells Fargo & Company 0.19% Reduce -2.1% 5,729,543 $776.0M
Citigroup Inc. 0.56% Reduce -19.9% 4,462,297 $604.4M
LPL Financial LLC 0.25% Add +0.0% 4,150,859 $562.2M
UBS Group AG 0.14% Reduce -21.6% 3,602,121 $487.9M
Ameriprise Financial Inc. 0.11% Add +4.1% 3,204,668 $434.1M
Natixis 2.35% Reduce -0.3% 2,850,000 $386.0M
Healthcare of Ontario Pension Plan Trust Fund 0.88% Reduce -46.5% 2,650,000 $358.9M
CHURCHILL MANAGEMENT Corp 3.86% Add +30.1% 2,486,467 $336.8M
Migdal Insurance & Financial Holdings Ltd. 4.40% Reduce -17.3% 2,008,700 $272.1M
Fisher Asset Management 0.11% Reduce -4.7% 1,991,923 $269.8M
Royal Bank of Canada 0.06% Add +13.0% 1,928,091 $261.1M
BNP Paribas Financial Markets 0.25% Reduce -68.8% 1,910,934 $258.8M
Barclays PLC 0.10% Add +20.3% 1,716,130 $232.4M
Envestnet Asset Management Inc. 0.07% Add +5.5% 1,688,435 $228.7M
ING Groep NV 1.22% Add +3.4% 1,551,093 $210.1M
Mirae Asset Securities (usa) Inc. 12.14% Reduce -16.2% 1,550,000 $209.9M
Harel Insurance Investments & Financial Services Ltd. 2.91% Add +33.3% 1,246,701 $168.9M
BlackRock, Inc. 0.00% — 1,167,298 $158.1M
Raymond James & Associates 0.09% Add +12.7% 1,135,013 $153.7M
TD Asset Management Inc 0.14% No change 1,137,100 $153.3M
Cibc World Market Inc. 0.34% Reduce -1.2% 1,120,360 $151.7M
Factory Mutual Insurance Co. 1.55% Add +27.6% 1,108,500 $150.1M
PGIM Custom Harvest LLC 2.72% Add +11.8% 990,784 $134.2M
Raymond James Financial Services Advisors, Inc. 0.15% Reduce -1.0% 855,872 $115.9M
Electron Capital Partners, LLC 5.53% New 849,000 $115.0M
Meitav Investment House Ltd. 1.91% Reduce -1.4% 841,852 $114.0M
Bank of Montreal 0.05% Reduce -53.0% 804,662 $108.5M
Capital Fund Management S.A. 1.07% Reduce -5.9% 710,219 $96.2M
Agf Management Ltd. 0.48% Reduce -4.8% 701,968 $95.1M
FIL Ltd 0.08% Add +26.9% 618,911 $83.8M
Commonwealth Equity Services, LLC 0.10% Add +0.3% 509,869 $69.1M
Wolverine Trading, LLC 1.80% Reduce -0.1% 510,914 $68.9M
Stifel Financial Corp. 0.07% Add +16.9% 485,860 $65.8M
RiverFront Investment Group, LLC 1.32% Add +87.2% 415,593 $56.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4.67% No change 415,012 $56.2M
Osaic Holdings, Inc. 0.12% Add +1.2% 386,348 $52.3M
Citadel Advisors 0.05% Add +1544.4% 379,427 $51.4M
Cetera Investment Advisers 0.11% Reduce -2.4% 371,162 $50.3M
Truist Financial Corp. 0.08% Add +1.7% 368,864 $50.0M
MML Investors Services, LLC 0.18% Reduce -5.2% 368,562 $49.9M
J.Safra Asset Management Corp 4.71% Add +1.6% 367,839 $49.6M
Northern Trust Corp. 0.01% Add +0.7% 363,232 $49.2M
Trust Asset Management LLC 3.81% Reduce -0.8% 352,951 $47.8M
HighTower Advisors, LLC 0.07% Reduce -10.0% 352,356 $47.7M
Advisory Alpha, LLC 1.65% Add +4.6% 343,635 $46.5M
Private Advisor Group, LLC 0.28% Reduce -15.0% 329,727 $44.7M
Swan Global Investments, LLC 2.12% Reduce -10.1% 324,408 $43.9M
Cornerstone Advisors, LLC 1.72% Add +40.1% 321,900 $43.6M
PNC Financial Services Group, Inc. 0.03% Reduce -3.2% 314,113 $42.5M
Campbell Wealth Management 3.74% Add +1.4% 309,908 $42.0M
Rockefeller Capital Management L.P. 0.11% Add +4.2% 289,035 $39.1M
Jefferies Financial Group Inc. 0.66% Add +5.7% 279,466 $37.9M
Perbak Capital Partners LLP 26.19% Add +14.0% 275,527 $37.3M
Thrivent Financial for Lutherans 0.07% Add +72.2% 272,630 $36.9M
Alps Advisors Inc. 0.24% Add +2.1% 265,801 $36.0M
KCM Investment Advisors LLC 1.19% Add +0.6% 257,627 $34.9M
Itau Unibanco Holding S.A. 1.09% New 245,018 $33.2M
Mercer Global Advisors Inc. 0.08% Reduce -11.3% 243,693 $33.0M
CW Advisors, LLC 0.43% Reduce -3.9% 236,656 $32.1M
SG Americas Securities, LLC 0.12% Add +245.2% 233,202 $31.6M
Biltmore Wealth Management, LLC 12.87% Reduce -1.3% 231,312 $31.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.85% New 231,081 $31.3M
Full Sail Capital, LLC 1.99% Reduce -1.1% 229,771 $31.1M
Peapack Gladstone Financial Corp. 0.45% Reduce -0.2% 229,724 $31.1M
Country Trust Bank 0.74% Reduce -4.7% 223,045 $30.2M
Janney Montgomery Scott LLC 0.08% Add +17.8% 219,765 $29.8M
Mariner, LLC 0.05% Add +9.4% 218,079 $29.5M
US Bancorp \de 0.04% Reduce -3.1% 211,951 $28.7M
Greenwood Gearhart LLC 2.38% Add +11.7% 211,555 $28.7M
Lido Advisors, LLC 0.21% Reduce -3.1% 205,882 $27.9M
D. E. Shaw & Co. 0.04% Add +10.3% 198,573 $26.9M
Cwm, LLC 0.12% Reduce -5.5% 197,809 $26.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -84.0% 180,623 $24.5M
Squarepoint Ops LLC 0.08% New 176,912 $24.0M
Equitable Holdings, Inc. 0.23% Add +2.3% 174,325 $23.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5.68% No change 166,882 $22.6M
New Harbor Financial Group, LLC 6.48% New 166,335 $22.5M
Taiyo Life Insurance Co. 1.77% Reduce -44.6% 164,900 $22.3M
Armstrong Advisory Group, Inc. 1.84% Reduce -24.9% 164,453 $22.3M
Spire Wealth Management 0.74% Reduce -9.6% 161,537 $21.9M
Mizuho Bank, Ltd. 4.27% No change 160,000 $21.7M
Bar Harbor Wealth Management 1.35% Add +0.3% 156,120 $21.1M
Sanctuary Advisors, LLC 0.13% Add +6.5% 146,491 $20.9M
Foundations Investment Advisors, LLC 0.43% Add +35.8% 152,428 $20.6M
Rothschild Capital Partners, LLC 5.65% Add +1.0% 149,641 $20.3M
DRW Securities, LLC 1.10% New 147,261 $19.9M
IHT Wealth Management, LLC 0.56% Add +49.0% 146,238 $19.8M
Cambridge Investment Research Advisors, Inc. 0.07% Add +10.2% 143,293 $19.4M
Trek Financial, LLC 1.42% Reduce -3.8% 140,215 $19.0M
Captrust Financial Advisors 0.05% Add +16.8% 134,850 $18.3M
RFG Advisory, LLC 0.55% Add +6.6% 134,404 $18.2M
Teamwork Financial Advisors, LLC 2.47% Reduce -2.0% 131,523 $17.8M
Graypoint LLC 1.14% Reduce -0.3% 131,317 $17.8M
Walleye Capital LLC 0.21% Reduce -42.0% 131,275 $17.8M
Renaissance Technologies 0.03% Add +86.6% 129,900 $17.6M
Parallax Volatility Advisers, L.P. 0.53% Add +12874500.0% 128,746 $17.4M

"% 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 1,265 holders