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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
73
shares
|
$9,579
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
72
shares
|
$9,447
0.0% of portfolio
|
Q1 2025
Added 53.19%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
71
shares
|
$9,316
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
71
shares
|
$9,316
0.0% of portfolio
|
Q4 2024
Reduced 46.62%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
64
shares
|
$8,398
0.0% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
63
shares
|
$8,266
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
61
shares
|
$8,004
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
60
shares
|
$7,873
0.01% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
59
shares
|
$7,741
0.0% of portfolio
|
Q2 2022
Reduced 79.44%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
57
shares
|
$7,479
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
55
shares
|
$7,217
0.0% of portfolio
|
Q3 2024
Added 96.43%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
54
shares
|
$7,085
0.0% of portfolio
|
Q3 2020
Added 237.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
53
shares
|
$6,954
0.0% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
51
shares
|
$6,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
50
shares
|
$6,561
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
50
shares
|
$6,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
50
shares
|
$6,561
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
49
shares
|
$6,429
0.0% of portfolio
|
Q4 2023
Added 133.33%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
49
shares
|
$6,429
0.0% of portfolio
|
Q4 2024
Reduced 99.51%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
46
shares
|
$6,036
0.0% of portfolio
|
Q1 2025
Reduced 55.77%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
46
shares
|
$6,036
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
46
shares
|
$6,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
45
shares
|
$5,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
43
shares
|
$5,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
41
shares
|
$5,380
0.0% of portfolio
|
Q4 2024
Added 310.0%
|