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 1,570 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
892
shares
|
$117,048
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
888
shares
|
$116,523
0.01% of portfolio
|
Q4 2022
Added 2.19%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
884
shares
|
$115,998
0.01% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
878
shares
|
$115,211
0.01% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
877
shares
|
$115,079
0.02% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
869
shares
|
$114,030
0.03% of portfolio
|
Q4 2018
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
808
shares
|
$106,025
0.0% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
805
shares
|
$105,632
0.11% of portfolio
|
Q1 2025
Added 88.52%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
795
shares
|
$104,319
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
764
shares
|
$100,252
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
728
shares
|
$95,528
0.01% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
720
shares
|
$94,478
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
715
shares
|
$93,822
0.04% of portfolio
|
Q4 2022
Reduced 21.86%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
715
shares
|
$93,822
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
714
shares
|
$93,691
0.01% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
713
shares
|
$93,559
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
710
shares
|
$93,166
0.04% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
705
shares
|
$92,510
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
695
shares
|
$91,197
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
692
shares
|
$90,804
0.03% of portfolio
|
Q1 2025
Reduced 79.02%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
688
shares
|
$90,279
0.03% of portfolio
|
Q1 2025
Added 26.7%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
666
shares
|
$87,392
0.03% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
660
shares
|
$86,605
0.03% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
657
shares
|
$86,211
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
655
shares
|
$85,949
0.0% of portfolio
|
Q1 2024
Reduced 52.88%
|