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 1,589 institutions that hold shares in the stock, with a total of 138 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 |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
42,849
shares
|
$6.47 Million
0.9% of portfolio
|
Q1 2025
Added 50.11%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
42,456
shares
|
$6.41 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
42,410
shares
|
$6.4 Million
0.69% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
42,354
shares
|
$6.4 Million
0.49% of portfolio
|
Q1 2025
Added 42.67%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
41,916
shares
|
$6.33 Million
0.19% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
41,600
shares
|
$6.28 Million
2.0% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
41,310
shares
|
$6.24 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
41,267
shares
|
$6.23 Million
2.35% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
41,144
shares
|
$6.21 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
40,532
shares
|
$6.12 Million
0.71% of portfolio
|
Q2 2025
Added 47.38%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
40,476
shares
|
$6.11 Million
0.81% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Rye Brook Capital LLC
|
Jul 23, 2025 Q2 2025 |
40,200
shares
|
$6.07 Million
6.18% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
39,990
shares
|
$6.04 Million
0.01% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
39,978
shares
|
$6.04 Million
0.08% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
39,801
shares
|
$6.01 Million
0.33% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
39,771
shares
|
$6.01 Million
1.43% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
39,753
shares
|
$6 Million
3.25% of portfolio
|
Q1 2025
Reduced 54.38%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
39,675
shares
|
$5.99 Million
3.4% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
39,527
shares
|
$5.97 Million
3.25% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
39,388
shares
|
$5.95 Million
3.84% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
39,265
shares
|
$5.93 Million
0.4% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
39,248
shares
|
$5.93 Million
1.04% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
38,683
shares
|
$5.84 Million
0.14% of portfolio
|
Q1 2025
Reduced 70.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
38,611
shares
|
$5.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
38,413
shares
|
$5.8 Million
0.92% of portfolio
|
Q1 2025
New holding
|