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 1,608 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 $20.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
97,333
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
96,705
shares
|
$14.7 Million
0.1% of portfolio
|
Q2 2025
Added 60.54%
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
95,182
shares
|
$14.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
94,116
shares
|
$14.3 Million
0.59% of portfolio
|
Q2 2025
Reduced 23.13%
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
93,740
shares
|
$14.2 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
92,676
shares
|
$14 Million
0.21% of portfolio
|
Q3 2022
Added 39.13%
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
89,303
shares
|
$13.5 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
88,051
shares
|
$13.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
Martin & CO Inc
Knoxville, TN |
Aug 13, 2025 Q2 2025 |
87,622
shares
|
$13.3 Million
2.54% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
87,416
shares
|
$13.3 Million
6.15% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
87,050
shares
|
$13.2 Million
1.37% of portfolio
|
Q1 2025
Added 4.6%
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
86,703
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
85,779
shares
|
$13 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
85,250
shares
|
$12.9 Million
1.09% of portfolio
|
Q2 2025
Added 0.59%
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
84,781
shares
|
$12.9 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
82,227
shares
|
$12.5 Million
0.26% of portfolio
|
Q2 2025
Added 441.32%
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
82,117
shares
|
$12.4 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
81,416
shares
|
$12.3 Million
1.49% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
79,883
shares
|
$12.1 Million
0.03% of portfolio
|
Q2 2025
Added 30.59%
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Aug 13, 2025 Q2 2025 |
79,209
shares
|
$12 Million
16.05% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
78,892
shares
|
$12 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
78,552
shares
|
$11.9 Million
0.02% of portfolio
|
Q2 2025
Added 5.72%
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
78,139
shares
|
$11.8 Million
1.51% of portfolio
|
Q2 2025
Added 0.38%
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
77,546
shares
|
$11.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
76,907
shares
|
$11.7 Million
0.49% of portfolio
|
Q1 2025
Added 11.57%
|