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 |
|---|---|---|---|---|---|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
50,000
shares
|
$7.58 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
49,106
shares
|
$7.44 Million
4.33% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
49,066
shares
|
$7.44 Million
1.09% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
48,876
shares
|
$7.41 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
48,846
shares
|
$7.4 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
48,814
shares
|
$7.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
48,778
shares
|
$7.39 Million
0.67% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
47,594
shares
|
$7.21 Million
0.08% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
47,542
shares
|
$7.21 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
47,011
shares
|
$7.13 Million
0.07% of portfolio
|
Q2 2025
Added 53.2%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
46,934
shares
|
$7.11 Million
1.51% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,501
shares
|
$7.05 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
46,194
shares
|
$7 Million
2.8% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
46,063
shares
|
$6.98 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
45,722
shares
|
$6.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
45,181
shares
|
$6.85 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
45,170
shares
|
$6.85 Million
5.83% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
45,048
shares
|
$6.83 Million
0.0% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
44,790
shares
|
$6.79 Million
0.18% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
44,456
shares
|
$6.74 Million
0.8% of portfolio
|
Q2 2025
Reduced 38.06%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
44,095
shares
|
$6.68 Million
3.48% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
43,810
shares
|
$6.64 Million
0.15% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
43,689
shares
|
$6.62 Million
1.29% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
43,452
shares
|
$6.59 Million
2.52% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,328
shares
|
$6.57 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.37%
|