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 1,563 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 $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
289
shares
|
$41,286
0.0% of portfolio
|
Q1 2023
Reduced 7.37%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
287
shares
|
$41,000
0.01% of portfolio
|
Q1 2025
Added 30.45%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
279
shares
|
$39,857
0.03% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
268
shares
|
$38,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
260
shares
|
$37,143
0.01% of portfolio
|
Q1 2025
Reduced 43.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
260
shares
|
$37,143
0.0% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
257
shares
|
$36,715
0.01% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
251
shares
|
$35,857
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
250
shares
|
$35,715
0.02% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
250
shares
|
$35,715
0.01% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
250
shares
|
$35,715
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
244
shares
|
$34,857
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
236
shares
|
$33,714
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
235
shares
|
$33,572
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
227
shares
|
$32,429
0.02% of portfolio
|
Q4 2018
Added 886.96%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
226
shares
|
$32,286
0.0% of portfolio
|
Q1 2025
Reduced 88.09%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
224
shares
|
$32,000
0.0% of portfolio
|
Q3 2024
Added 58.87%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
219
shares
|
$31,286
0.01% of portfolio
|
Q4 2024
Reduced 81.8%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
210
shares
|
$30,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
207
shares
|
$29,572
0.0% of portfolio
|
Q1 2025
Added 130.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
207
shares
|
$29,572
0.02% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
204
shares
|
$29,143
0.0% of portfolio
|
Q4 2024
Reduced 83.06%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
204
shares
|
$29,143
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
196
shares
|
$28,000
0.01% of portfolio
|
Q4 2021
Reduced 33.78%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
193
shares
|
$27,571
0.01% of portfolio
|
Q1 2025
Reduced 60.37%
|