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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
808
shares
|
$122,476
0.0% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
795
shares
|
$120,506
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
790
shares
|
$119,748
0.06% of portfolio
|
Q1 2025
Reduced 76.63%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
764
shares
|
$115,807
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
754
shares
|
$114,291
0.09% of portfolio
|
Q2 2025
Reduced 39.49%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
729
shares
|
$110,501
0.01% of portfolio
|
Q2 2025
Added 52.19%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
728
shares
|
$110,350
0.01% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
720
shares
|
$109,137
0.1% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
720
shares
|
$109,137
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
716
shares
|
$108,531
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
715
shares
|
$108,379
0.04% of portfolio
|
Q4 2022
Reduced 21.86%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
715
shares
|
$108,379
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
696
shares
|
$105,499
0.03% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
694
shares
|
$105,196
0.04% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
691
shares
|
$104,741
0.0% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
677
shares
|
$102,619
0.01% of portfolio
|
Q2 2025
Added 35.13%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
662
shares
|
$100,345
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
656
shares
|
$99,436
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
655
shares
|
$99,284
0.03% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
655
shares
|
$99,284
0.0% of portfolio
|
Q1 2024
Reduced 52.88%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
645
shares
|
$97,769
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
638
shares
|
$96,708
0.01% of portfolio
|
Q2 2025
Added 39.91%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
632
shares
|
$95,798
0.01% of portfolio
|
Q2 2022
Added 30.31%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
630
shares
|
$95,495
0.01% of portfolio
|
Q2 2025
Reduced 48.61%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
610
shares
|
$92,463
0.04% of portfolio
|
Q4 2022
New holding
|