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 1,606 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
141
shares
|
$21,267
0.0% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
139
shares
|
$20,965
0.01% of portfolio
|
Q4 2023
Reduced 42.56%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
136
shares
|
$20,512
0.0% of portfolio
|
Q3 2024
Reduced 58.79%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
134
shares
|
$20,211
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
130
shares
|
$19,607
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
129
shares
|
$19,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
126
shares
|
$19,004
0.01% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
124
shares
|
$18,702
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
115
shares
|
$17,345
0.01% of portfolio
|
Q2 2024
Reduced 29.01%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
111
shares
|
$16,742
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
108
shares
|
$16,289
0.0% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
106
shares
|
$15,987
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
101
shares
|
$15,233
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
101
shares
|
$15,233
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
100
shares
|
$15,083
0.0% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$15,083
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$15,083
0.0% of portfolio
|
Q2 2023
Reduced 88.28%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
100
shares
|
$15,083
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
100
shares
|
$15,083
0.01% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
100
shares
|
$15,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
100
shares
|
$15,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
100
shares
|
$15,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
98
shares
|
$14,781
0.01% of portfolio
|
Q2 2025
Added 58.06%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
95
shares
|
$14,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
95
shares
|
$14,328
0.01% of portfolio
|
Q4 2023
New holding
|