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 1,586 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 |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
3,502
shares
|
$528,872
0.34% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
3,502
shares
|
$528,872
0.03% of portfolio
|
Q1 2025
Reduced 22.33%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
3,500
shares
|
$528,570
0.31% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
3,493
shares
|
$527,512
0.05% of portfolio
|
Q4 2023
Reduced 9.44%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,464
shares
|
$523,133
0.08% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,460
shares
|
$522,529
0.16% of portfolio
|
Q1 2025
Added 43.45%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
3,455
shares
|
$521,774
0.02% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
3,454
shares
|
$521,623
0.15% of portfolio
|
Q1 2025
Added 21.83%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
3,450
shares
|
$521,019
0.3% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
3,418
shares
|
$516,186
0.19% of portfolio
|
Q1 2025
Reduced 67.48%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
3,402
shares
|
$513,770
0.07% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
3,396
shares
|
$512,863
0.13% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
3,392
shares
|
$512,259
0.03% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
3,376
shares
|
$509,843
0.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,333
shares
|
$503,349
0.03% of portfolio
|
Q3 2024
Added 27.8%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
3,317
shares
|
$500,933
0.11% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
3,310
shares
|
$499,876
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,308
shares
|
$499,574
0.01% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,305
shares
|
$499,121
0.03% of portfolio
|
Q1 2025
Added 153.06%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,304
shares
|
$498,970
0.02% of portfolio
|
Q1 2025
Added 47.63%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
3,300
shares
|
$498,366
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
3,300
shares
|
$498,366
0.0% of portfolio
|
Q1 2025
Reduced 66.33%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,297
shares
|
$497,912
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
3,297
shares
|
$497,912
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
3,294
shares
|
$497,459
0.02% of portfolio
|
Q2 2025
Added 39.34%
|