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 |
|---|---|---|---|---|---|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
139
shares
|
$19,857
0.01% of portfolio
|
Q4 2023
Reduced 42.56%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
136
shares
|
$19,428
0.0% of portfolio
|
Q3 2024
Reduced 58.79%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
136
shares
|
$19,428
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
134
shares
|
$19,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
133
shares
|
$19,000
0.0% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
131
shares
|
$18,714
0.01% of portfolio
|
Q1 2025
Added 1090.91%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
130
shares
|
$18,571
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
129
shares
|
$18,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
126
shares
|
$18,000
0.0% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
115
shares
|
$16,428
0.01% of portfolio
|
Q2 2024
Reduced 29.01%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
114
shares
|
$16,286
0.0% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
106
shares
|
$15,143
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
101
shares
|
$14,428
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
101
shares
|
$14,428
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$14,286
0.0% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$14,286
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$14,286
0.0% of portfolio
|
Q2 2023
Reduced 88.28%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
100
shares
|
$14,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
100
shares
|
$14,286
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
100
shares
|
$14,286
0.01% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
100
shares
|
$14,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
100
shares
|
$14,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
100
shares
|
$14,286
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
97
shares
|
$13,857
0.0% of portfolio
|
Q1 2025
Added 94.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
95
shares
|
$13,571
0.01% of portfolio
|
Q4 2023
New holding
|