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 |
|---|---|---|---|---|---|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
3,279
shares
|
$494,571
0.14% of portfolio
|
Q2 2025
Added 35.11%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,278
shares
|
$494,420
0.05% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
3,271
shares
|
$493,364
0.07% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
3,240
shares
|
$488,689
0.3% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
3,229
shares
|
$487,030
0.32% of portfolio
|
Q4 2018
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,226
shares
|
$486,577
0.03% of portfolio
|
Q2 2025
Reduced 96.26%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,215
shares
|
$484,918
0.04% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
3,202
shares
|
$482,957
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
3,196
shares
|
$482,052
0.36% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,192
shares
|
$481,449
0.18% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
3,165
shares
|
$477,376
0.14% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
3,153
shares
|
$475,566
0.19% of portfolio
|
Q2 2025
Reduced 93.01%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
3,135
shares
|
$472,852
0.21% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,134
shares
|
$472,701
0.03% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,125
shares
|
$471,343
0.03% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
3,100
shares
|
$467,573
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,095
shares
|
$466,818
0.42% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
3,079
shares
|
$464,405
0.08% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
3,072
shares
|
$463,349
0.34% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
3,072
shares
|
$463,349
0.04% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
3,022
shares
|
$455,808
0.02% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
3,019
shares
|
$455,355
0.04% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,018
shares
|
$455,204
0.05% of portfolio
|
Q4 2022
Added 3.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
3,012
shares
|
$454,299
0.17% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
3,010
shares
|
$453,998
0.42% of portfolio
|
Q4 2024
Reduced 3.06%
|