SS Industrial Select SectorXLIETF

13F holders, Q4 2024 (December 31)
1,373holders +108
111new positions
87sold out
7famous investors
$131.76avg. 13F price*

At the end of Q4 2024, 1,373 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, up 108 from Q3 2024. 111 opened new positions and 87 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.2B) and Morgan Stanley ($1.2B). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Industrial Select Sector
Filed as
SELECT SECTOR SPDR TR (Q4 2024)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions111$456.0M
Exits87$342.4M

All 13F filers, Q3 2024 → Q4 2024: 27,474,118 shares bought and 14,162,183 shares sold, net +13,311,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,373 holders

Bank of America Corp. 0.19% Reduce -13.4% 15,229,845 $2.0B
JPMorgan Chase & Co. 0.09% Add +25.9% 8,922,823 $1.2B
Morgan Stanley 0.08% Add +1.5% 8,753,929 $1.2B
BNP Paribas Financial Markets 0.82% Add +315.0% 7,930,823 $1.0B
UBS Group AG 0.20% Add +90.5% 6,861,166 $904.0M
Wells Fargo & Company 0.19% Add +6.1% 6,078,036 $800.8M
Citigroup Inc. 0.69% Add +22.5% 5,465,198 $720.1M
Goldman Sachs Group Inc. 0.13% Reduce -17.0% 5,339,794 $703.6M
LPL Financial LLC 0.25% Add +12.5% 4,670,645 $615.4M
Ameriprise Financial Inc. 0.12% Add +12.8% 3,615,778 $476.8M
Migdal Insurance & Financial Holdings Ltd. 6.13% Add +61.5% 3,245,130 $427.6M
CHURCHILL MANAGEMENT Corp 3.60% Add +0.8% 2,506,323 $330.2M
Healthcare of Ontario Pension Plan Trust Fund 0.70% Reduce -7.5% 2,450,000 $322.8M
Natixis 2.10% Reduce -17.5% 2,350,000 $309.6M
Menora Mivtachim Holdings LTD. 1.63% Add +11790.4% 1,973,804 $260.1M
Raymond James Financial Inc. 0.09% — 1,939,469 $255.5M
Fisher Asset Management 0.10% Reduce -4.9% 1,894,862 $249.7M
Royal Bank of Canada 0.05% Reduce -8.2% 1,770,186 $233.2M
ING Groep NV 1.56% Add +13.0% 1,753,216 $231.0M
Phoenix Financial Ltd. 3.10% Add +1383.4% 1,723,153 $227.0M
Cibc World Market Inc. 0.49% Add +45.4% 1,628,431 $214.6M
BlackRock, Inc. 0.00% Add +13.2% 1,320,862 $174.0M
Citadel Advisors 0.16% Add +246.3% 1,313,825 $173.1M
Envestnet Asset Management Inc. 0.05% Reduce -27.7% 1,220,723 $160.8M
TD Asset Management Inc 0.13% No change 1,137,100 $149.8M
Factory Mutual Insurance Co. 1.58% No change 1,108,500 $146.1M
PGIM Custom Harvest LLC 2.57% Add +0.8% 998,985 $131.6M
Clal Insurance Enterprises Holdings Ltd 1.06% New 894,000 $117.8M
Meitav Investment House Ltd. 1.83% Reduce -2.0% 824,741 $108.7M
Bank of Montreal 0.05% Reduce -0.5% 800,291 $105.4M
Barclays PLC 0.04% Reduce -61.7% 657,639 $86.7M
Mirae Asset Securities (usa) Inc. 4.00% Reduce -58.1% 650,000 $85.6M
Qube Research & Technologies Ltd 0.14% Add +684.5% 627,981 $82.7M
Harel Insurance Investments & Financial Services Ltd. 1.34% Reduce -50.1% 621,543 $81.9M
Wolverine Trading, LLC 1.71% Add +12.7% 575,978 $76.0M
Commonwealth Equity Services, LLC 0.10% Add +1.8% 519,037 $68.4M
Stifel Financial Corp. 0.07% Add +6.3% 516,517 $68.1M
Sumitomo Mitsui Financial Group, Inc. 0.81% New 458,000 $60.4M
RiverFront Investment Group, LLC 1.28% Add +2.5% 425,756 $56.1M
Agf Management Ltd. 0.28% Reduce -39.7% 423,017 $55.7M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 4.31% No change 415,012 $54.6M
Cetera Investment Advisers 0.11% Add +4.7% 388,524 $51.2M
Thrivent Financial for Lutherans 0.10% Add +34.9% 367,737 $50.3M
Northern Trust Corp. 0.01% Add +0.3% 364,507 $48.0M
HighTower Advisors, LLC 0.07% Add +2.4% 360,701 $47.5M
Osaic Holdings, Inc. 0.11% Reduce -7.5% 357,406 $47.1M
Caption Management, LLC 1.93% New 354,991 $46.8M
Trust Asset Management LLC 3.64% No change 352,951 $46.5M
FIL Ltd 0.04% Reduce -43.5% 349,839 $46.1M
Private Advisor Group, LLC 0.26% Add +6.0% 349,672 $46.1M
Advisory Alpha, LLC 1.63% Add +0.9% 346,864 $45.7M
Truist Financial Corp. 0.07% Reduce -6.1% 346,525 $45.7M
Capital Fund Management S.A. 0.44% Reduce -52.8% 334,991 $44.1M
Cornerstone Advisors, LLC 1.71% Add +1.0% 325,200 $42.8M
Rockefeller Capital Management L.P. 0.11% Add +9.5% 316,496 $41.7M
Campbell Wealth Management 3.75% Add +1.9% 315,965 $41.6M
PNC Financial Services Group, Inc. 0.03% Reduce -3.3% 303,636 $40.0M
1832 Asset Management L.P. 0.07% Add +1953.1% 290,206 $38.2M
J.Safra Asset Management Corp 3.10% Reduce -21.4% 289,204 $38.2M
Swan Global Investments, LLC 1.80% Reduce -13.1% 281,872 $37.1M
Alps Advisors Inc. 0.23% Add +3.3% 274,516 $36.2M
MML Investors Services, LLC 0.12% Reduce -27.7% 266,341 $35.1M
KCM Investment Advisors LLC 1.16% Reduce -1.6% 253,576 $33.4M
Balyasny Asset Management L.P. 0.08% New 242,536 $32.0M
Biltmore Wealth Management, LLC 12.67% Reduce -0.2% 230,927 $30.4M
Greenwood Gearhart LLC 2.08% Add +8.5% 229,478 $30.2M
Janney Montgomery Scott LLC 0.08% Add +4.3% 229,276 $30.2M
CW Advisors, LLC 0.41% Reduce -3.5% 228,295 $30.1M
Tower Research Capital LLC (TRC) 0.60% Add +402.4% 227,634 $30.0M
Full Sail Capital, LLC 1.90% Reduce -1.4% 226,450 $29.8M
Peapack Gladstone Financial Corp. 0.43% Reduce -2.0% 225,130 $29.7M
Cullen Capital Management, LLC 0.34% Add +4620.5% 219,974 $29.0M
US Bancorp \de 0.04% Add +1.9% 216,033 $28.5M
Lido Advisors, LLC 0.17% Add +1.1% 208,138 $27.4M
Mariner, LLC 0.05% Reduce -5.2% 206,653 $27.2M
Equitable Holdings, Inc. 0.23% Add +5.5% 183,824 $24.2M
Country Trust Bank 0.60% Reduce -18.1% 182,590 $24.1M
Foundations Investment Advisors, LLC 0.45% Add +17.3% 178,778 $23.6M
New Harbor Financial Group, LLC 6.70% Add +2.4% 170,346 $22.4M
Fiduciary Family Office, LLC 6.70% New 170,346 $22.4M
Spire Wealth Management 0.69% Add +5.0% 169,562 $22.3M
Armstrong Advisory Group, Inc. 1.77% Add +2.2% 168,120 $22.2M
Rothschild Capital Partners, LLC 5.34% Add +11.6% 166,961 $22.0M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 5.27% No change 166,882 $22.0M
Adams Diversified Equity Fund, Inc. 0.83% New 166,000 $21.9M
Taiyo Life Insurance Co. 1.76% No change 164,900 $21.7M
Sequoia Financial Advisors, LLC 0.20% Add +136.4% 157,953 $20.8M
Sanctuary Advisors, LLC 0.13% Add +0.7% 147,571 $20.6M
Bar Harbor Wealth Management 1.34% Reduce -0.2% 155,805 $20.5M
GTS Securities LLC 0.99% Add +267.5% 154,009 $20.3M
Captrust Financial Advisors 0.06% Add +12.9% 152,239 $20.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.57% Reduce -34.7% 150,843 $19.9M
Cambridge Investment Research Advisors, Inc. 0.06% Add +1.7% 145,751 $19.2M
Trek Financial, LLC 1.43% Add +3.7% 145,340 $19.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -20.3% 143,909 $19.0M
Teamwork Financial Advisors, LLC 2.44% Add +8.0% 142,000 $18.7M
Cerity Partners LLC 0.04% Add +8.9% 138,055 $18.2M
Twin Tree Management, LP 0.44% Add +865.1% 137,924 $18.2M
Park Avenue Securities LLC 0.18% Add +24.9% 135,627 $17.9M
Corient Private Wealth LP 0.03% Add +36.9% 167,789 $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 1,373 holders