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 1,569 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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
237
shares
|
$31,099
0.02% of portfolio
|
Q4 2024
Reduced 97.96%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
236
shares
|
$30,967
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
227
shares
|
$29,786
0.02% of portfolio
|
Q4 2018
Added 886.96%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
226
shares
|
$29,655
0.0% of portfolio
|
Q1 2025
Reduced 88.09%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
224
shares
|
$29,393
0.0% of portfolio
|
Q3 2024
Added 58.87%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
221
shares
|
$28,999
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
220
shares
|
$28,868
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
219
shares
|
$28,737
0.01% of portfolio
|
Q4 2024
Reduced 81.8%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
215
shares
|
$28,212
0.01% of portfolio
|
Q3 2024
Added 30.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
212
shares
|
$27,818
0.0% of portfolio
|
Q4 2024
Added 34.18%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
210
shares
|
$27,556
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
207
shares
|
$27,162
0.0% of portfolio
|
Q1 2025
Added 130.0%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
204
shares
|
$26,768
0.0% of portfolio
|
Q4 2024
Reduced 83.06%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
204
shares
|
$26,768
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$26,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
200
shares
|
$26,244
0.0% of portfolio
|
Q4 2024
Reduced 66.27%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$26,244
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
196
shares
|
$25,719
0.01% of portfolio
|
Q4 2021
Reduced 33.78%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
192
shares
|
$25,194
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
192
shares
|
$25,194
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
187
shares
|
$24,538
0.02% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
185
shares
|
$24,275
0.01% of portfolio
|
Q1 2024
Added 107.57%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
179
shares
|
$23,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
179
shares
|
$23,488
0.02% of portfolio
|
Q4 2024
Reduced 76.93%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
173
shares
|
$22,701
0.02% of portfolio
|
Q4 2024
Reduced 92.49%
|