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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
9,711
shares
|
$1.46 Million
1.05% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,705
shares
|
$1.46 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
9,698
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
9,687
shares
|
$1.46 Million
1.21% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
9,660
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 80.4%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
9,613
shares
|
$1.45 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
9,611
shares
|
$1.45 Million
0.13% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
9,584
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,557
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 32.05%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
9,515
shares
|
$1.44 Million
0.34% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
9,495
shares
|
$1.43 Million
0.42% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
9,440
shares
|
$1.42 Million
1.11% of portfolio
|
Q2 2023
Added 1.61%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
9,404
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
Reduced 45.83%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
9,324
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
9,320
shares
|
$1.41 Million
0.23% of portfolio
|
Q1 2025
Added 75.12%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
9,300
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 64.54%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
9,282
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
9,270
shares
|
$1.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
9,216
shares
|
$1.39 Million
0.49% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,190
shares
|
$1.39 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
9,086
shares
|
$1.37 Million
0.78% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
9,001
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
8,987
shares
|
$1.36 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
8,984
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,979
shares
|
$1.35 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.33%
|