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 |
|---|---|---|---|---|---|
|
Terra Nova Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
11,557
shares
|
$1.76 Million
1.27% of portfolio
|
Q4 2025
Added 16.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
11,531
shares
|
$1.75 Million
0.94% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
11,515
shares
|
$1.75 Million
0.35% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
11,484
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
11,467
shares
|
$1.74 Million
0.4% of portfolio
|
Q4 2025
Added 9.81%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
11,402
shares
|
$1.73 Million
0.3% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
11,388
shares
|
$1.73 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
11,368
shares
|
$1.73 Million
1.3% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
11,347
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2025
Reduced 26.06%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
11,312
shares
|
$1.72 Million
0.61% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
11,224
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,210
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,128
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.64%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,098
shares
|
$1.69 Million
0.23% of portfolio
|
Q4 2022
Reduced 21.46%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,098
shares
|
$1.69 Million
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
10,980
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
10,944
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
10,942
shares
|
$1.66 Million
0.17% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,877
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2025
Reduced 38.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
10,877
shares
|
$1.65 Million
0.6% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
10,846
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.34%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
10,823
shares
|
$1.65 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
10,798
shares
|
$1.64 Million
1.24% of portfolio
|
Q4 2025
Added 12.71%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
10,745
shares
|
$1.63 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
10,656
shares
|
$1.62 Million
0.37% of portfolio
|
Q4 2025
Reduced 0.19%
|
|