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 |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
34,102
shares
|
$5.15 Million
0.32% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Srb Corp
Boston, MA |
May 13, 2025 Q1 2025 |
33,621
shares
|
$5.08 Million
0.29% of portfolio
|
Q1 2025
Added 63.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
33,574
shares
|
$5.07 Million
0.11% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
33,445
shares
|
$5.05 Million
0.02% of portfolio
|
Q1 2025
Added 117.84%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
33,279
shares
|
$5.03 Million
0.43% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
33,249
shares
|
$5.02 Million
0.24% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
33,135
shares
|
$5 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
33,041
shares
|
$4.99 Million
2.75% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
32,514
shares
|
$4.91 Million
1.81% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
32,381
shares
|
$4.89 Million
0.34% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
32,244
shares
|
$4.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 86.71%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
31,874
shares
|
$4.81 Million
0.73% of portfolio
|
Q3 2023
Added 1.08%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
31,778
shares
|
$4.8 Million
2.21% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
31,775
shares
|
$4.8 Million
0.49% of portfolio
|
Q1 2023
Reduced 48.35%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
31,751
shares
|
$4.8 Million
0.5% of portfolio
|
Q2 2025
Reduced 23.59%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
31,684
shares
|
$4.78 Million
0.03% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,682
shares
|
$4.78 Million
0.08% of portfolio
|
Q1 2025
Reduced 82.28%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
31,551
shares
|
$4.76 Million
6.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
31,529
shares
|
$4.76 Million
0.42% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
31,295
shares
|
$4.73 Million
2.98% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
31,239
shares
|
$4.72 Million
0.89% of portfolio
|
Q1 2023
Added 2.25%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
31,054
shares
|
$4.69 Million
2.97% of portfolio
|
Q4 2022
Added 1.17%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
30,831
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
30,688
shares
|
$4.63 Million
0.1% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
30,686
shares
|
$4.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.5%
|