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 $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
34
shares
|
$5,153
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
32
shares
|
$4,850
0.0% of portfolio
|
Q2 2023
Reduced 97.79%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
27
shares
|
$4,092
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$4,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$4,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
26
shares
|
$3,941
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
26
shares
|
$3,941
0.01% of portfolio
|
Q2 2025
Reduced 80.88%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
25
shares
|
$3,789
0.0% of portfolio
|
Q2 2025
Reduced 30.56%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
24
shares
|
$3,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
24
shares
|
$3,637
0.0% of portfolio
|
Q1 2025
Added 84.62%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
22
shares
|
$3,334
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
19
shares
|
$2,880
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
19
shares
|
$2,880
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15
shares
|
$2,273
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14
shares
|
$2,122
0.0% of portfolio
|
Q1 2024
Reduced 97.64%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
13
shares
|
$1,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13
shares
|
$1,970
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
12
shares
|
$1,818
0.0% of portfolio
|
Q1 2024
Reduced 87.88%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$1,364
0.0% of portfolio
|
Q4 2019
Reduced 96.93%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
9
shares
|
$1,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
8
shares
|
$1,212
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
7
shares
|
$1,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
6
shares
|
$909
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$757
0.0% of portfolio
|
Q4 2023
New holding
|