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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,900
shares
|
$288,002
0.04% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
1,900
shares
|
$288,002
0.13% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,894
shares
|
$287,092
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
1,892
shares
|
$286,789
0.04% of portfolio
|
Q2 2025
Reduced 23.77%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,889
shares
|
$286,334
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,888
shares
|
$286,183
0.06% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
1,879
shares
|
$284,818
0.15% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
1,875
shares
|
$284,212
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
1,860
shares
|
$281,938
0.07% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
1,858
shares
|
$281,635
0.04% of portfolio
|
Q2 2025
Reduced 55.52%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
1,852
shares
|
$280,726
0.01% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,850
shares
|
$280,423
0.26% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,848
shares
|
$280,119
0.08% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
1,845
shares
|
$279,665
0.09% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
1,839
shares
|
$278,755
0.15% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
1,838
shares
|
$278,604
0.08% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
1,826
shares
|
$276,785
0.21% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
1,825
shares
|
$276,633
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
1,823
shares
|
$276,330
0.18% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
1,821
shares
|
$276,027
0.04% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
1,820
shares
|
$275,875
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
1,818
shares
|
$275,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,810
shares
|
$274,359
0.04% of portfolio
|
Q2 2025
Added 311.36%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,808
shares
|
$274,056
0.1% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,807
shares
|
$273,905
0.09% of portfolio
|
Q3 2024
Reduced 0.06%
|