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 1,602 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
135,113
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
132,929
shares
|
$20 Million
0.17% of portfolio
|
Q1 2025
Reduced 27.69%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
131,700
shares
|
$19.9 Million
2.59% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
130,716
shares
|
$19.7 Million
0.69% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
128,607
shares
|
$19.4 Million
0.76% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
126,628
shares
|
$19.1 Million
1.38% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
125,389
shares
|
$18.9 Million
0.02% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
125,178
shares
|
$18.9 Million
0.54% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
122,440
shares
|
$18.5 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
120,860
shares
|
$18.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
119,550
shares
|
$18 Million
0.02% of portfolio
|
Q1 2025
Reduced 80.96%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
116,909
shares
|
$17.6 Million
0.15% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
113,846
shares
|
$17.2 Million
0.1% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
110,765
shares
|
$16.7 Million
2.52% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
110,634
shares
|
$16.7 Million
0.96% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
110,223
shares
|
$16.6 Million
0.29% of portfolio
|
Q2 2025
Added 36.31%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
110,096
shares
|
$16.6 Million
1.04% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
108,918
shares
|
$16.4 Million
1.15% of portfolio
|
Q2 2025
Reduced 32.52%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
108,568
shares
|
$16.4 Million
0.19% of portfolio
|
Q2 2025
Added 130.15%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
108,330
shares
|
$16.3 Million
2.79% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
106,542
shares
|
$16.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
105,137
shares
|
$15.9 Million
0.07% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
104,655
shares
|
$15.8 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
104,500
shares
|
$15.8 Million
0.29% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
104,256
shares
|
$15.7 Million
6.32% of portfolio
|
Q2 2025
Reduced 2.26%
|