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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
2,472
shares
|
$372,851
0.03% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,469
shares
|
$372,399
0.03% of portfolio
|
Q1 2025
Added 60.85%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
2,460
shares
|
$371,041
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
2,457
shares
|
$370,589
0.01% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
2,450
shares
|
$369,533
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
2,448
shares
|
$369,231
0.11% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,446
shares
|
$368,930
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
2,435
shares
|
$367,271
0.04% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
2,419
shares
|
$364,857
0.02% of portfolio
|
Q2 2025
Reduced 47.79%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,414
shares
|
$364,103
0.07% of portfolio
|
Q2 2025
Added 45.51%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,410
shares
|
$363,500
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Aug 11, 2025 Q2 2025 |
2,409
shares
|
$363,349
0.05% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
2,389
shares
|
$360,332
0.02% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
2,388
shares
|
$360,182
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
2,379
shares
|
$358,824
0.24% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
2,379
shares
|
$358,824
0.22% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,375
shares
|
$358,221
0.13% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
2,362
shares
|
$356,260
0.01% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
2,358
shares
|
$355,657
0.07% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,341
shares
|
$353,093
0.03% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
2,330
shares
|
$351,433
0.04% of portfolio
|
Q2 2025
Reduced 35.08%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
2,329
shares
|
$351,283
0.17% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
2,325
shares
|
$350,679
0.02% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
2,316
shares
|
$349,322
0.05% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
2,310
shares
|
$348,417
0.12% of portfolio
|
Q2 2025
Added 10.37%
|