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 1,589 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
48,876
shares
|
$7.38 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
48,426
shares
|
$7.31 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
48,202
shares
|
$7.28 Million
0.36% of portfolio
|
Q1 2025
Added 1.43%
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
47,173
shares
|
$7.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
47,107
shares
|
$7.11 Million
0.08% of portfolio
|
Q1 2025
Added 36.4%
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
47,071
shares
|
$7.11 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
46,934
shares
|
$7.09 Million
1.51% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
46,568
shares
|
$7.03 Million
0.4% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,501
shares
|
$7.02 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
46,401
shares
|
$7.01 Million
0.13% of portfolio
|
Q1 2025
Reduced 50.14%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
45,784
shares
|
$6.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
45,309
shares
|
$6.84 Million
0.41% of portfolio
|
Q1 2025
Added 6.09%
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
45,170
shares
|
$6.82 Million
5.83% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
45,102
shares
|
$6.81 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
45,048
shares
|
$6.8 Million
0.0% of portfolio
|
Q3 2022
Added 0.74%
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
45,019
shares
|
$6.8 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
44,872
shares
|
$6.78 Million
0.02% of portfolio
|
Q1 2025
Added 12.3%
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
44,456
shares
|
$6.71 Million
0.8% of portfolio
|
Q2 2025
Reduced 38.06%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
44,112
shares
|
$6.66 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
43,810
shares
|
$6.62 Million
0.15% of portfolio
|
Q2 2025
Added 2.84%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
43,546
shares
|
$6.58 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
43,452
shares
|
$6.56 Million
2.52% of portfolio
|
Q2 2025
Added 3.13%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
43,337
shares
|
$6.54 Million
0.13% of portfolio
|
Q1 2025
Added 0.07%
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
43,159
shares
|
$6.52 Million
1.24% of portfolio
|
Q1 2025
Added 13.34%
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
42,849
shares
|
$6.47 Million
0.9% of portfolio
|
Q1 2025
Added 50.11%
|