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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
192
shares
|
$27,429
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
188
shares
|
$26,857
0.0% of portfolio
|
Q1 2025
Added 113.64%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
187
shares
|
$26,714
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
185
shares
|
$26,429
0.01% of portfolio
|
Q1 2024
Added 107.57%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
180
shares
|
$25,714
0.01% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
179
shares
|
$25,571
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
179
shares
|
$25,571
0.02% of portfolio
|
Q4 2024
Reduced 76.93%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
173
shares
|
$24,714
0.02% of portfolio
|
Q4 2024
Reduced 92.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
173
shares
|
$24,714
0.01% of portfolio
|
Q1 2024
Reduced 94.35%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
173
shares
|
$24,714
0.01% of portfolio
|
Q3 2024
Added 380.56%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
172
shares
|
$24,571
0.02% of portfolio
|
Q1 2025
Reduced 77.22%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
168
shares
|
$24,000
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
168
shares
|
$24,000
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
165
shares
|
$23,571
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
164
shares
|
$23,429
0.0% of portfolio
|
Q1 2022
Added 228.0%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
161
shares
|
$23,000
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
161
shares
|
$23,000
0.01% of portfolio
|
Q1 2025
Added 103.8%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
160
shares
|
$22,857
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
157
shares
|
$22,429
0.02% of portfolio
|
Q1 2022
Reduced 56.99%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
150
shares
|
$21,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
150
shares
|
$21,429
0.01% of portfolio
|
Q2 2024
Reduced 9.09%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
150
shares
|
$21,429
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
150
shares
|
$21,429
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
150
shares
|
$21,429
0.01% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
148
shares
|
$21,143
0.01% of portfolio
|
Q1 2025
Reduced 31.16%
|