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 1,602 institutions that hold shares in the stock, with a total of 143 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
76,476
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
76,427
shares
|
$11.5 Million
1.65% of portfolio
|
Q2 2025
Added 1635.01%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
75,273
shares
|
$11.4 Million
0.27% of portfolio
|
Q3 2022
Added 4.42%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
75,259
shares
|
$11.4 Million
0.05% of portfolio
|
Q2 2023
Reduced 96.75%
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 08, 2025 Q2 2025 |
75,028
shares
|
$11.3 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
74,159
shares
|
$11.2 Million
2.55% of portfolio
|
Q2 2025
Added 0.8%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
73,231
shares
|
$11 Million
1.78% of portfolio
|
Q2 2025
Added 140.19%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
72,894
shares
|
$11 Million
1.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
72,806
shares
|
$11 Million
0.05% of portfolio
|
Q1 2025
Added 4.48%
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
72,054
shares
|
$10.9 Million
4.06% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
71,713
shares
|
$10.8 Million
1.22% of portfolio
|
Q1 2025
Added 222.48%
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
71,317
shares
|
$10.8 Million
2.37% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
70,613
shares
|
$10.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 57.92%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
69,698
shares
|
$10.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 26.05%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
69,602
shares
|
$10.5 Million
0.36% of portfolio
|
Q2 2025
Added 36.47%
|
|
Tamar Securities, LLC
|
Aug 11, 2025 Q2 2025 |
68,535
shares
|
$10.3 Million
1.23% of portfolio
|
Q2 2025
Added 2.02%
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
67,989
shares
|
$10.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
67,830
shares
|
$10.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
66,421
shares
|
$10 Million
0.99% of portfolio
|
Q3 2022
Added 2.25%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
66,393
shares
|
$10 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
Ayalon Insurance Comp Ltd.
|
Jul 16, 2025 Q2 2025 |
62,858
shares
|
$9.48 Million
2.68% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
62,659
shares
|
$9.45 Million
0.92% of portfolio
|
Q1 2023
Added 0.19%
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
61,921
shares
|
$9.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
61,433
shares
|
$9.27 Million
2.97% of portfolio
|
Q1 2025
Added 77.63%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
61,289
shares
|
$9.24 Million
0.86% of portfolio
|
Q4 2024
Reduced 10.27%
|