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 $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
341,908
shares
|
$51.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 57.28%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
339,915
shares
|
$51.3 Million
0.26% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
338,246
shares
|
$51.1 Million
0.11% of portfolio
|
Q1 2025
Added 122.18%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
325,200
shares
|
$49.1 Million
1.86% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
320,535
shares
|
$48.4 Million
0.07% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
315,965
shares
|
$47.7 Million
3.75% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
295,549
shares
|
$44.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
294,046
shares
|
$44.4 Million
3.32% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
263,076
shares
|
$39.7 Million
1.08% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
261,184
shares
|
$39.4 Million
1.81% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
258,694
shares
|
$39.1 Million
1.24% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
244,864
shares
|
$37 Million
0.01% of portfolio
|
Q1 2025
Added 141.01%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
239,100
shares
|
$36.1 Million
2.21% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
237,877
shares
|
$35.9 Million
0.32% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
234,462
shares
|
$35.4 Million
0.39% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
226,675
shares
|
$34.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
226,453
shares
|
$34.2 Million
22.0% of portfolio
|
Q1 2025
Added 142.62%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
224,463
shares
|
$33.9 Million
13.48% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
224,012
shares
|
$33.8 Million
1.91% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
218,894
shares
|
$33.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
218,685
shares
|
$33 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
209,489
shares
|
$31.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
209,088
shares
|
$31.6 Million
0.06% of portfolio
|
Q3 2023
Reduced 7.46%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
202,080
shares
|
$30.5 Million
2.48% of portfolio
|
Q3 2023
Added 0.13%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
199,156
shares
|
$30.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.63%
|