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 |
|---|---|---|---|---|---|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,815
shares
|
$424,586
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,811
shares
|
$423,983
0.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
2,800
shares
|
$422,324
0.29% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,796
shares
|
$421,720
0.02% of portfolio
|
Q1 2025
Reduced 39.08%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,796
shares
|
$421,720
0.17% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,789
shares
|
$420,664
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,785
shares
|
$420,061
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,783
shares
|
$419,759
0.02% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
2,780
shares
|
$419,307
0.28% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,777
shares
|
$418,854
0.11% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
2,777
shares
|
$418,854
0.06% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
2,775
shares
|
$418,553
0.1% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
2,771
shares
|
$417,949
0.22% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,769
shares
|
$417,648
0.03% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
2,765
shares
|
$417,044
0.16% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,754
shares
|
$415,385
0.03% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
2,754
shares
|
$415,385
0.09% of portfolio
|
Q2 2025
Added 48.54%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
2,743
shares
|
$413,726
0.13% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,735
shares
|
$412,520
0.06% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,724
shares
|
$410,860
0.39% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
2,714
shares
|
$409,352
0.02% of portfolio
|
Q2 2025
Added 21.7%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
2,714
shares
|
$409,352
0.09% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
2,699
shares
|
$407,090
0.11% of portfolio
|
Q3 2024
Added 53.35%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
2,683
shares
|
$404,676
0.24% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,680
shares
|
$404,224
0.02% of portfolio
|
Q2 2022
Reduced 2.51%
|