SS Industrial Select SectorXLIETF

13F holders, Q1 2025 (March 31)
1,352holders −21
98new positions
109sold out
6famous investors
$131.08avg. 13F price*

At the end of Q1 2025, 1,352 institutions reported holding SS Industrial Select Sector (XLI) in their 13F filings, down 21 from Q4 2024. 98 opened new positions and 109 sold out. The largest holders were Bank of America Corp. ($2.0B), JPMorgan Chase & Co. ($1.2B) and Morgan Stanley ($1.2B). 6 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), David E. Shaw (0.1% 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 2025)
CUSIP
81369Y704
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions98$159.6M
Exits109$495.9M

All 13F filers, Q4 2024 → Q1 2025: 13,002,831 shares bought and 21,077,797 shares sold, net −8,074,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,352 holders

Bank of America Corp. 0.18% Add +2.3% 15,585,427 $2.0B
JPMorgan Chase & Co. 0.09% Add +6.2% 9,475,853 $1.2B
Morgan Stanley 0.08% Add +2.9% 9,005,182 $1.2B
Goldman Sachs Group Inc. 0.20% Add +47.5% 7,873,812 $1.0B
Wells Fargo & Company 0.19% Add +0.8% 6,125,926 $802.9M
UBS Group AG 0.16% Reduce -21.6% 5,377,291 $704.8M
LPL Financial LLC 0.25% Add +4.1% 4,862,738 $637.4M
Citigroup Inc. 0.43% Reduce -22.0% 4,260,733 $558.5M
BNP Paribas Financial Markets 0.39% Reduce -51.5% 3,842,750 $503.7M
Healthcare of Ontario Pension Plan Trust Fund 0.99% Add +38.8% 3,400,000 $445.6M
Migdal Insurance & Financial Holdings Ltd. 5.61% Reduce -6.0% 3,048,766 $399.6M
Fisher Asset Management 0.16% Add +45.9% 2,764,195 $362.3M
Ameriprise Financial Inc. 0.10% Reduce -26.9% 2,641,879 $358.8M
Menora Mivtachim Holdings LTD. 2.05% Add +21.8% 2,404,390 $315.1M
Envestnet Asset Management Inc. 0.08% Add +60.3% 1,957,068 $256.5M
Raymond James Financial Inc. 0.10% Reduce -0.8% 1,924,658 $252.3M
Natixis 1.43% Reduce -21.0% 1,856,042 $241.4M
Royal Bank of Canada 0.05% Add +0.4% 1,777,074 $232.9M
ING Groep NV 1.60% Add +0.3% 1,759,344 $230.6M
CHURCHILL MANAGEMENT Corp 2.85% Reduce -31.5% 1,717,374 $225.1M
Cibc World Market Inc. 0.49% Reduce -0.2% 1,624,842 $213.0M
Phoenix Financial Ltd. 2.64% Reduce -23.5% 1,318,041 $172.8M
TD Asset Management Inc 0.14% No change 1,137,100 $149.0M
Susquehanna International Group, LLP 0.22% Add +1409.0% 1,032,483 $135.3M
Barclays PLC 0.06% Add +51.8% 998,333 $130.9M
Factory Mutual Insurance Co. 1.40% Reduce -16.7% 923,500 $121.0M
BlackRock, Inc. 0.00% Reduce -44.8% 729,461 $95.6M
Meitav Investment House Ltd. 1.72% Reduce -13.6% 712,325 $93.4M
Mirae Asset Securities (usa) Inc. 3.66% No change 650,000 $85.2M
Harel Insurance Investments & Financial Services Ltd. 1.07% Reduce 0.0% 621,512 $81.5M
Commonwealth Equity Services, LLC 0.10% Add +1.1% 524,878 $68.8M
Stifel Financial Corp. 0.07% Reduce -0.0% 516,306 $67.7M
Wolverine Trading, LLC 2.13% Reduce -10.3% 516,472 $67.2M
D. E. Shaw & Co. 0.08% Add +3041.7% 500,497 $65.6M
Clal Insurance Enterprises Holdings Ltd 0.63% Reduce -47.8% 467,000 $61.2M
Cetera Investment Advisers 0.12% Add +17.5% 456,595 $59.8M
RiverFront Investment Group, LLC 1.29% Add +3.6% 441,296 $57.8M
Osaic Holdings, Inc. 0.13% Add +23.0% 439,597 $57.7M
MML Investors Services, LLC 0.19% Add +63.4% 435,254 $57.0M
Agf Management Ltd. 0.28% Reduce -5.1% 401,526 $52.6M
Private Advisor Group, LLC 0.30% Add +9.3% 382,153 $50.1M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3.89% Reduce -12.6% 362,774 $47.5M
HighTower Advisors, LLC 0.06% Reduce -0.3% 359,575 $47.1M
Northern Trust Corp. 0.01% Reduce -1.4% 359,360 $47.1M
Trust Asset Management LLC 3.82% Add +0.6% 355,181 $46.6M
Rockefeller Capital Management L.P. 0.11% Add +10.3% 348,984 $45.7M
Advisory Alpha, LLC 1.55% Add +0.0% 346,951 $45.5M
Bank of Montreal 0.02% Reduce -57.3% 341,908 $44.8M
Alps Advisors Inc. 0.26% Add +23.8% 339,915 $44.6M
Captrust Financial Advisors 0.11% Add +122.2% 338,246 $44.3M
Cornerstone Advisors, LLC 1.84% No change 325,200 $42.6M
Truist Financial Corp. 0.06% Reduce -12.0% 304,980 $40.0M
PNC Financial Services Group, Inc. 0.02% Reduce -2.7% 295,549 $38.7M
J.Safra Asset Management Corp 3.15% Add +2.1% 295,339 $38.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.08% Add +77.5% 267,667 $35.1M
Swan Global Investments, LLC 1.74% Reduce -7.3% 261,184 $34.2M
KCM Investment Advisors LLC 1.23% Add +2.0% 258,694 $33.9M
Jane Street Group, LLC 0.06% Add +141.0% 244,864 $32.1M
Greenwood Gearhart LLC 2.17% Add +4.2% 239,100 $31.3M
CW Advisors, LLC 0.37% Add +2.7% 234,462 $30.7M
Biltmore Wealth Management, LLC 12.67% Reduce -0.8% 229,094 $30.0M
Janney Montgomery Scott LLC 0.08% Reduce -0.9% 227,154 $29.8M
1832 Asset Management L.P. 0.06% Reduce -21.9% 226,675 $29.7M
Perbak Capital Partners LLP 22.00% Add +142.6% 226,453 $29.7M
Full Sail Capital, LLC 1.90% Reduce -1.1% 224,012 $29.4M
Peapack Gladstone Financial Corp. 0.43% Reduce -2.9% 218,685 $28.7M
US Bancorp \de 0.04% Reduce -3.0% 209,489 $27.5M
Mariner, LLC 0.04% Reduce -3.6% 199,156 $26.1M
Park Avenue Securities LLC 0.31% Add +44.0% 195,359 $25.6M
Citadel Advisors 0.02% Reduce -85.5% 189,919 $24.9M
Fifth Third Bancorp 0.09% Add +81.5% 179,584 $23.5M
Millennium Management 0.02% Add +998.1% 176,956 $23.2M
Rothschild Capital Partners, LLC 6.06% Add +5.8% 176,710 $23.2M
Thrivent Financial for Lutherans 0.05% Reduce -56.2% 160,977 $23.0M
New Harbor Financial Group, LLC 6.13% Add +3.2% 175,762 $23.0M
Spire Wealth Management 0.73% Add +3.2% 175,054 $22.9M
Armstrong Advisory Group, Inc. 1.77% No change 168,120 $22.2M
Taiyo Life Insurance Co. 1.94% No change 164,900 $21.6M
Flaharty Asset Management, LLC 3.07% Add +929.8% 162,250 $21.3M
Trek Financial, LLC 1.53% Add +11.1% 161,397 $21.2M
Pathstone Holdings, LLC 0.09% Add +89.4% 156,542 $20.5M
Bar Harbor Wealth Management 1.35% Reduce -0.2% 155,475 $20.4M
Sanctuary Advisors, LLC 0.14% Add +3.1% 152,168 $19.9M
Teamwork Financial Advisors, LLC 2.74% Add +7.0% 151,954 $19.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 4.87% Reduce -10.6% 149,120 $19.5M
Cerity Partners LLC 0.04% Add +3.7% 143,129 $18.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.9% 138,254 $18.1M
Equitable Holdings, Inc. 0.17% Reduce -27.7% 132,929 $17.4M
Jones Financial Companies LLLP 0.02% Add +85.1% 132,531 $17.3M
Nelson Capital Management, LLC 2.96% Add +3.0% 130,547 $17.1M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -11.0% 129,668 $17.0M
Gerber Kawasaki Wealth & Investment Management 0.76% Add +4.0% 128,607 $16.9M
FMR LLC 0.00% Add +6.3% 126,670 $16.6M
IHT Wealth Management, LLC 0.51% Add +12.6% 125,178 $16.4M
Itau Unibanco Holding S.A. 0.63% New 124,065 $16.3M
Wharton Business Group, LLC 0.73% Reduce -0.3% 122,440 $16.0M
Qube Research & Technologies Ltd 0.02% Reduce -81.0% 119,550 $15.7M
NewSquare Capital LLC 1.27% Add +5.6% 118,452 $15.5M
Graypoint LLC 0.96% Reduce -6.0% 117,848 $15.4M
Creative Planning 0.01% Add +1.9% 116,579 $15.3M

"% 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 1,352 holders