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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
10,470
shares
|
$1.58 Million
0.13% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
10,467
shares
|
$1.58 Million
0.47% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
10,447
shares
|
$1.58 Million
2.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
10,442
shares
|
$1.57 Million
0.25% of portfolio
|
Q2 2025
Added 146.33%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
10,378
shares
|
$1.57 Million
0.31% of portfolio
|
Q1 2024
Added 460.67%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,332
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Reduced 42.9%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
10,324
shares
|
$1.56 Million
0.64% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Terra Nova Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
10,311
shares
|
$1.56 Million
1.15% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,272
shares
|
$1.55 Million
1.81% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
10,258
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,251
shares
|
$1.55 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
10,226
shares
|
$1.54 Million
0.27% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,212
shares
|
$1.54 Million
0.15% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
10,206
shares
|
$1.54 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,114
shares
|
$1.53 Million
0.2% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,102
shares
|
$1.52 Million
0.96% of portfolio
|
Q1 2023
Added 49.95%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,101
shares
|
$1.52 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
10,101
shares
|
$1.52 Million
0.13% of portfolio
|
Q2 2025
Reduced 41.14%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,018
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
10,000
shares
|
$1.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$1.51 Million
0.55% of portfolio
|
Q2 2025
Reduced 55.81%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,984
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
9,937
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
9,852
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,734
shares
|
$1.47 Million
0.35% of portfolio
|
Q2 2025
Reduced 39.75%
|