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 1,659 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 |
|---|---|---|---|---|---|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
18,998
shares
|
$2.89 Million
1.96% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
18,929
shares
|
$2.88 Million
0.24% of portfolio
|
Q4 2025
Added 2.95%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
18,877
shares
|
$2.87 Million
0.89% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
18,868
shares
|
$2.87 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
18,664
shares
|
$2.84 Million
0.08% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
18,563
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
18,539
shares
|
$2.82 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
18,501
shares
|
$2.81 Million
0.05% of portfolio
|
Q4 2025
Added 40.32%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
18,331
shares
|
$2.79 Million
0.89% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
18,200
shares
|
$2.77 Million
0.09% of portfolio
|
Q2 2022
Added 757.68%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
18,177
shares
|
$2.76 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
18,162
shares
|
$2.76 Million
1.78% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
18,155
shares
|
$2.76 Million
1.04% of portfolio
|
Q2 2022
Added 0.5%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
18,046
shares
|
$2.74 Million
1.28% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
17,965
shares
|
$2.73 Million
0.06% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Dec 12, 2025 Q3 2025 |
17,867
shares
|
$2.72 Million
4.44% of portfolio
|
Q3 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
17,859
shares
|
$2.71 Million
2.58% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
17,847
shares
|
$2.71 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
17,706
shares
|
$2.69 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
17,672
shares
|
$2.69 Million
0.83% of portfolio
|
Q4 2025
Added 39.26%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
17,568
shares
|
$2.67 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
17,560
shares
|
$2.67 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
17,500
shares
|
$2.66 Million
0.71% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
17,458
shares
|
$2.65 Million
0.79% of portfolio
|
Q1 2024
Added 22.92%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
17,355
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2025
Added 19.39%
|
|