Institutional Ownership Industrial Sector Spdr (XLI)
This table provides information about the institutional ownership of Industrial Sector Spdr (XLI). We have compiled data on the 1,611 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $21.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
13,445
shares
|
$2.03 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
13,429
shares
|
$2.03 Million
0.93% of portfolio
|
Q1 2023
Reduced 2.77%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,349
shares
|
$2.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
13,342
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
13,316
shares
|
$2.01 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
13,245
shares
|
$2 Million
0.8% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
13,217
shares
|
$1.99 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
13,166
shares
|
$1.99 Million
0.36% of portfolio
|
Q2 2025
Reduced 51.92%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
13,088
shares
|
$1.97 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
13,071
shares
|
$1.97 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
13,041
shares
|
$1.97 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
13,030
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
12,965
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
12,913
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
12,857
shares
|
$1.94 Million
0.08% of portfolio
|
Q2 2025
Reduced 43.82%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
12,842
shares
|
$1.94 Million
0.53% of portfolio
|
Q4 2023
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
12,792
shares
|
$1.93 Million
0.21% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,782
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,727
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,709
shares
|
$1.92 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.04%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
12,623
shares
|
$1.9 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
12,623
shares
|
$1.9 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,539
shares
|
$1.89 Million
0.25% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
12,512
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12,488
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 4.11%
|