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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
107
shares
|
$14,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
106
shares
|
$13,909
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
101
shares
|
$13,253
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
101
shares
|
$13,253
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$13,122
0.0% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$13,122
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$13,122
0.0% of portfolio
|
Q2 2023
Reduced 88.28%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
100
shares
|
$13,122
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$13,122
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
100
shares
|
$13,122
0.01% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
100
shares
|
$13,122
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
97
shares
|
$12,728
0.0% of portfolio
|
Q1 2025
Added 94.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
95
shares
|
$12,465
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
91
shares
|
$11,941
0.0% of portfolio
|
Q3 2024
Reduced 13.33%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
90
shares
|
$11,809
0.01% of portfolio
|
Q1 2025
Reduced 93.99%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
88
shares
|
$11,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
84
shares
|
$11,022
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
83
shares
|
$10,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
82
shares
|
$10,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
81
shares
|
$10,628
0.0% of portfolio
|
Q3 2024
Reduced 27.68%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
79
shares
|
$10,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
79
shares
|
$10,366
0.0% of portfolio
|
Q3 2024
Reduced 81.15%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
78
shares
|
$10,235
0.0% of portfolio
|
Q3 2023
Reduced 4.88%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
77
shares
|
$10,103
0.03% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
75
shares
|
$9,841
0.01% of portfolio
|
Q3 2024
Added 1.35%
|