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 $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
88
shares
|
$13,273
0.0% of portfolio
|
Q2 2025
Reduced 53.19%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
84
shares
|
$12,669
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$12,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
82
shares
|
$12,368
0.01% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
82
shares
|
$12,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
80
shares
|
$12,066
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
79
shares
|
$11,915
0.0% of portfolio
|
Q3 2024
Reduced 81.15%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
78
shares
|
$11,764
0.0% of portfolio
|
Q3 2023
Reduced 4.88%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
78
shares
|
$11,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
77
shares
|
$11,613
0.0% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
76
shares
|
$11,463
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
75
shares
|
$11,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
73
shares
|
$11,010
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
72
shares
|
$10,859
0.0% of portfolio
|
Q1 2025
Added 53.19%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
71
shares
|
$10,708
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
71
shares
|
$10,708
0.0% of portfolio
|
Q4 2024
Reduced 46.62%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
70
shares
|
$10,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
66
shares
|
$9,954
0.01% of portfolio
|
Q1 2025
Reduced 43.1%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
65
shares
|
$9,803
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
64
shares
|
$9,653
0.0% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
63
shares
|
$9,502
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
61
shares
|
$9,200
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
60
shares
|
$9,049
0.01% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
59
shares
|
$8,898
0.0% of portfolio
|
Q2 2022
Reduced 79.44%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
55
shares
|
$8,295
0.0% of portfolio
|
Q3 2024
Added 96.43%
|