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 1,606 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,930
shares
|
$743,591
0.06% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,929
shares
|
$743,441
0.03% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,906
shares
|
$739,971
0.15% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
4,900
shares
|
$739,067
0.03% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
4,880
shares
|
$736,050
0.38% of portfolio
|
Q2 2025
Added 26.75%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,856
shares
|
$732,430
0.11% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
4,855
shares
|
$732,279
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
4,852
shares
|
$731,827
0.11% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
4,843
shares
|
$730,469
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,836
shares
|
$729,413
0.02% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
4,818
shares
|
$726,698
0.28% of portfolio
|
Q2 2025
Reduced 66.65%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,805
shares
|
$724,738
0.12% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
4,800
shares
|
$723,984
0.31% of portfolio
|
Q2 2023
Added 7.05%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
4,800
shares
|
$723,984
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,796
shares
|
$723,380
0.05% of portfolio
|
Q4 2022
Reduced 20.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,787
shares
|
$722,023
0.04% of portfolio
|
Q4 2023
Added 5.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,770
shares
|
$719,459
0.04% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,768
shares
|
$719,157
0.13% of portfolio
|
Q2 2025
Reduced 68.41%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
4,750
shares
|
$716,442
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,738
shares
|
$714,632
0.02% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,712
shares
|
$710,710
0.01% of portfolio
|
Q1 2025
Reduced 97.86%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,696
shares
|
$708,297
0.13% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
4,688
shares
|
$707,091
0.38% of portfolio
|
Q2 2025
Added 160.44%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
4,665
shares
|
$703,621
0.36% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
4,663
shares
|
$703,320
0.32% of portfolio
|
Q2 2025
Added 6.73%
|