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 1,602 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
50,097
shares
|
$7.56 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
50,000
shares
|
$7.54 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
49,106
shares
|
$7.41 Million
4.33% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
49,066
shares
|
$7.4 Million
1.09% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
48,876
shares
|
$7.37 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
48,814
shares
|
$7.36 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
47,542
shares
|
$7.17 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
47,071
shares
|
$7.1 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
47,011
shares
|
$7.09 Million
0.07% of portfolio
|
Q2 2025
Added 53.2%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
46,934
shares
|
$7.08 Million
1.51% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,501
shares
|
$7.01 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
46,194
shares
|
$6.97 Million
2.8% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
46,063
shares
|
$6.95 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
45,784
shares
|
$6.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
45,181
shares
|
$6.81 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
45,170
shares
|
$6.81 Million
5.83% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
45,048
shares
|
$6.79 Million
0.0% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
44,790
shares
|
$6.76 Million
0.18% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
44,456
shares
|
$6.71 Million
0.8% of portfolio
|
Q2 2025
Reduced 38.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
44,112
shares
|
$6.65 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
43,810
shares
|
$6.61 Million
0.15% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
43,689
shares
|
$6.59 Million
1.29% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
43,452
shares
|
$6.55 Million
2.52% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,328
shares
|
$6.54 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
42,849
shares
|
$6.46 Million
0.9% of portfolio
|
Q1 2025
Added 50.11%
|