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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
764
shares
|
$115,379
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
729
shares
|
$110,093
0.01% of portfolio
|
Q2 2025
Added 52.19%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
728
shares
|
$109,942
0.01% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
720
shares
|
$108,734
0.1% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
720
shares
|
$108,734
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
716
shares
|
$108,130
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
715
shares
|
$107,979
0.04% of portfolio
|
Q4 2022
Reduced 21.86%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
714
shares
|
$107,828
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
710
shares
|
$107,224
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
695
shares
|
$104,958
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
694
shares
|
$104,807
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
691
shares
|
$104,354
0.0% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
662
shares
|
$99,975
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
657
shares
|
$99,220
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
655
shares
|
$98,918
0.03% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
655
shares
|
$98,918
0.0% of portfolio
|
Q1 2024
Reduced 52.88%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
650
shares
|
$98,163
0.0% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
638
shares
|
$96,350
0.01% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
632
shares
|
$95,444
0.01% of portfolio
|
Q2 2022
Added 30.31%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
630
shares
|
$95,142
0.01% of portfolio
|
Q2 2025
Reduced 48.61%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
610
shares
|
$92,122
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
603
shares
|
$91,065
0.01% of portfolio
|
Q1 2025
Reduced 93.32%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
600
shares
|
$90,612
0.0% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
591
shares
|
$89,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
585
shares
|
$88,346
0.05% of portfolio
|
Q4 2024
New holding
|