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 1,656 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
38
shares
|
$5,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
37
shares
|
$5,624
0.0% of portfolio
|
Q2 2020
Reduced 60.64%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
35
shares
|
$5,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
34
shares
|
$5,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
34
shares
|
$5,168
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
32
shares
|
$4,864
0.0% of portfolio
|
Q2 2023
Reduced 97.79%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$4,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
26
shares
|
$3,952
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
22
shares
|
$3,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
19
shares
|
$2,888
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
19
shares
|
$2,888
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
14
shares
|
$2,128
0.0% of portfolio
|
Q1 2024
Reduced 97.64%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
13
shares
|
$1,976
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
13
shares
|
$1,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13
shares
|
$1,976
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
12
shares
|
$1,824
0.0% of portfolio
|
Q1 2024
Reduced 87.88%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
9
shares
|
$1,368
0.0% of portfolio
|
Q4 2019
Reduced 96.93%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
9
shares
|
$1,368
0.0% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
8
shares
|
$1,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
7
shares
|
$1,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,064
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
6
shares
|
$912
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
5
shares
|
$760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
5
shares
|
$760
0.0% of portfolio
|
Q2 2025
Reduced 99.81%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
5
shares
|
$760
0.0% of portfolio
|
Q2 2023
New holding
|
|