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 1,657 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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
29,129
shares
|
$4.43 Million
1.86% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
29,078
shares
|
$4.42 Million
2.19% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
28,866
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2025
Added 143.14%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
28,830
shares
|
$4.38 Million
0.19% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
28,806
shares
|
$4.38 Million
0.02% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
28,796
shares
|
$4.38 Million
0.68% of portfolio
|
Q3 2025
Reduced 60.68%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
28,664
shares
|
$4.36 Million
2.63% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
28,662
shares
|
$4.36 Million
0.11% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
28,416
shares
|
$4.32 Million
0.02% of portfolio
|
Q4 2025
Added 26.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
28,379
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2025
Added 127.25%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
28,298
shares
|
$4.3 Million
3.76% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
28,274
shares
|
$4.3 Million
0.55% of portfolio
|
Q4 2025
Added 5.6%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
27,970
shares
|
$4.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 82.2%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
27,909
shares
|
$4.24 Million
1.53% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
27,508
shares
|
$4.18 Million
0.47% of portfolio
|
Q3 2025
Reduced 32.13%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
27,498
shares
|
$4.18 Million
0.11% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
27,329
shares
|
$4.15 Million
0.14% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
27,277
shares
|
$4.15 Million
0.87% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
27,173
shares
|
$4.13 Million
0.1% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
27,129
shares
|
$4.12 Million
0.42% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
26,928
shares
|
$4.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
26,869
shares
|
$4.08 Million
3.09% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
26,863
shares
|
$4.08 Million
0.08% of portfolio
|
Q3 2025
Added 466.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
26,835
shares
|
$4.08 Million
0.1% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
26,829
shares
|
$4.08 Million
1.64% of portfolio
|
Q3 2025
Reduced 9.02%
|
|