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 1,561 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 $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
2,282
shares
|
$321,374
0.09% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
2,281
shares
|
$321,233
0.08% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
2,267
shares
|
$319,261
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
2,252
shares
|
$317,149
0.08% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
2,237
shares
|
$315,036
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,237
shares
|
$315,036
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
2,237
shares
|
$315,036
0.2% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,236
shares
|
$314,895
0.02% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
2,231
shares
|
$314,191
0.05% of portfolio
|
Q1 2025
Added 40.14%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
2,230
shares
|
$314,050
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,230
shares
|
$314,050
0.01% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
2,215
shares
|
$311,938
0.01% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
2,213
shares
|
$311,656
0.01% of portfolio
|
Q1 2025
Reduced 13.55%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,210
shares
|
$311,234
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,200
shares
|
$309,826
0.02% of portfolio
|
Q2 2022
Reduced 13.93%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,200
shares
|
$309,826
0.02% of portfolio
|
Q2 2022
Reduced 13.93%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
2,200
shares
|
$309,826
0.14% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
2,188
shares
|
$308,136
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,181
shares
|
$307,150
0.05% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
2,178
shares
|
$306,727
0.22% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,176
shares
|
$306,446
0.11% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,169
shares
|
$305,460
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
2,165
shares
|
$304,896
0.03% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
2,165
shares
|
$304,896
0.2% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,140
shares
|
$301,376
0.02% of portfolio
|
Q4 2024
Added 0.05%
|