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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
10,654
shares
|
$1.62 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,632
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
10,609
shares
|
$1.61 Million
0.33% of portfolio
|
Q4 2025
Reduced 14.18%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
10,534
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2025
Added 40.43%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
10,500
shares
|
$1.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
10,493
shares
|
$1.6 Million
1.96% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 14, 2026 Q4 2025 |
10,470
shares
|
$1.59 Million
0.41% of portfolio
|
Q4 2025
Added 33.73%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
10,412
shares
|
$1.58 Million
0.57% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
10,382
shares
|
$1.58 Million
0.7% of portfolio
|
Q4 2025
Added 8.97%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,255
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Reduced 72.67%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,251
shares
|
$1.56 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
10,237
shares
|
$1.56 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,236
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
10,232
shares
|
$1.56 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,212
shares
|
$1.55 Million
0.15% of portfolio
|
Q2 2023
Added 0.5%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
10,197
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
10,186
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
10,182
shares
|
$1.55 Million
1.73% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,102
shares
|
$1.54 Million
0.96% of portfolio
|
Q1 2023
Added 49.95%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,101
shares
|
$1.54 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
10,075
shares
|
$1.53 Million
0.34% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,017
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
9,937
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
9,842
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
9,739
shares
|
$1.48 Million
0.12% of portfolio
|
Q4 2025
Added 1.92%
|
|