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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
30,660
shares
|
$4.63 Million
0.12% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
30,617
shares
|
$4.62 Million
0.13% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
30,368
shares
|
$4.59 Million
3.86% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
30,201
shares
|
$4.56 Million
1.05% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
30,055
shares
|
$4.54 Million
3.09% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
30,007
shares
|
$4.53 Million
0.06% of portfolio
|
Q1 2025
Added 164.05%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
29,635
shares
|
$4.48 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,538
shares
|
$4.46 Million
0.06% of portfolio
|
Q2 2024
Added 16.23%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
29,490
shares
|
$4.45 Million
1.91% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
29,278
shares
|
$4.42 Million
1.57% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
29,189
shares
|
$4.41 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
29,129
shares
|
$4.4 Million
1.83% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
28,806
shares
|
$4.35 Million
0.02% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
28,759
shares
|
$4.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
28,718
shares
|
$4.34 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
28,227
shares
|
$4.26 Million
0.02% of portfolio
|
Q1 2025
Added 113.79%
|
|
|
Lodge Hill Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,120
shares
|
$4.25 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
27,386
shares
|
$4.14 Million
0.7% of portfolio
|
Q1 2025
Reduced 45.84%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
27,053
shares
|
$4.09 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
27,004
shares
|
$4.08 Million
0.41% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
26,767
shares
|
$4.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
26,519
shares
|
$4 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,305
shares
|
$3.97 Million
1.49% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
26,184
shares
|
$3.95 Million
1.67% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
25,978
shares
|
$3.92 Million
0.65% of portfolio
|
Q1 2025
Added 361.09%
|