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 1,608 institutions that hold shares in the stock, with a total of 137 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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,026
shares
|
$307,101
0.07% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,026
shares
|
$307,101
0.1% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
2,022
shares
|
$306,494
0.02% of portfolio
|
Q2 2025
Reduced 42.26%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,020
shares
|
$306,191
0.04% of portfolio
|
Q3 2023
Added 6.32%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$303,160
0.13% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,999
shares
|
$303,008
0.03% of portfolio
|
Q4 2022
Reduced 4.76%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
1,996
shares
|
$302,553
0.12% of portfolio
|
Q2 2025
Reduced 89.24%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,995
shares
|
$302,402
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
1,993
shares
|
$302,098
0.17% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,992
shares
|
$301,947
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,982
shares
|
$300,431
0.06% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,981
shares
|
$300,279
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,975
shares
|
$299,370
0.09% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,973
shares
|
$299,067
0.11% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
1,968
shares
|
$298,309
0.03% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
1,967
shares
|
$298,157
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
1,956
shares
|
$296,490
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
1,940
shares
|
$294,065
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
1,933
shares
|
$293,004
0.03% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
1,925
shares
|
$291,791
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,911
shares
|
$289,669
0.17% of portfolio
|
Q1 2023
Reduced 1.24%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,910
shares
|
$289,517
0.0% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
1,908
shares
|
$289,214
0.08% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
1,900
shares
|
$288,002
0.0% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,900
shares
|
$288,002
0.0% of portfolio
|
Q2 2025
New holding
|