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 1,609 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 |
|---|---|---|---|---|---|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
24,373
shares
|
$3.69 Million
1.72% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
24,202
shares
|
$3.67 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
24,153
shares
|
$3.66 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
24,063
shares
|
$3.65 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
23,809
shares
|
$3.61 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
23,674
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.22%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
23,519
shares
|
$3.57 Million
0.33% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
23,216
shares
|
$3.52 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
23,207
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 84.59%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
23,192
shares
|
$3.52 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,012
shares
|
$3.49 Million
0.47% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
22,836
shares
|
$3.46 Million
1.05% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
22,725
shares
|
$3.44 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
22,695
shares
|
$3.44 Million
0.35% of portfolio
|
Q3 2024
Reduced 30.02%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
22,394
shares
|
$3.39 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
22,385
shares
|
$3.39 Million
0.87% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
22,322
shares
|
$3.38 Million
0.97% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
22,284
shares
|
$3.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
21,798
shares
|
$3.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
21,570
shares
|
$3.27 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
21,506
shares
|
$3.26 Million
0.2% of portfolio
|
Q2 2025
Reduced 37.1%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
21,478
shares
|
$3.26 Million
0.77% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
21,460
shares
|
$3.25 Million
0.06% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,246
shares
|
$3.22 Million
0.09% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
21,203
shares
|
$3.21 Million
0.21% of portfolio
|
Q2 2025
Added 81.7%
|