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 1,589 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
2,079
shares
|
$313,970
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
2,070
shares
|
$312,611
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,070
shares
|
$312,611
0.03% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,046
shares
|
$308,986
0.03% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
2,043
shares
|
$308,533
0.02% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,039
shares
|
$307,929
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
2,035
shares
|
$307,325
0.11% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,035
shares
|
$307,325
0.04% of portfolio
|
Q1 2025
Reduced 40.36%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
2,032
shares
|
$306,872
0.11% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
2,029
shares
|
$306,419
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,026
shares
|
$305,966
0.07% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
2,020
shares
|
$305,060
0.03% of portfolio
|
Q3 2023
Added 6.32%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
2,020
shares
|
$305,060
0.1% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
2,019
shares
|
$304,909
0.02% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
2,012
shares
|
$303,852
0.01% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,999
shares
|
$301,888
0.03% of portfolio
|
Q4 2022
Reduced 4.76%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,995
shares
|
$301,284
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,990
shares
|
$300,529
0.02% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,981
shares
|
$299,170
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
1,981
shares
|
$299,170
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,975
shares
|
$298,264
0.09% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
1,953
shares
|
$294,942
0.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
1,940
shares
|
$292,978
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
1,933
shares
|
$291,921
0.04% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
1,925
shares
|
$290,713
0.02% of portfolio
|
Q4 2023
New holding
|