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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,760
shares
|
$723,567
0.0% of portfolio
|
Q3 2025
Reduced 29.65%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
4,758
shares
|
$723,263
0.56% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
4,750
shares
|
$722,047
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
4,726
shares
|
$718,399
0.13% of portfolio
|
Q3 2025
Reduced 28.32%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,696
shares
|
$713,838
0.13% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,691
shares
|
$713,078
0.11% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
4,684
shares
|
$712,014
0.31% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
4,672
shares
|
$710,190
0.29% of portfolio
|
Q3 2025
Added 467100.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4,637
shares
|
$704,870
0.01% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,636
shares
|
$704,718
0.05% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
4,628
shares
|
$703,502
0.13% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
4,621
shares
|
$702,438
0.12% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
4,619
shares
|
$702,134
0.13% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
4,617
shares
|
$701,830
0.09% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
4,606
shares
|
$700,158
0.15% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
4,603
shares
|
$699,702
0.12% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
4,601
shares
|
$699,398
0.27% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
4,584
shares
|
$696,813
0.03% of portfolio
|
Q4 2025
Reduced 7.64%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,569
shares
|
$694,533
0.21% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
4,513
shares
|
$686,021
0.0% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
4,500
shares
|
$684,045
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
4,500
shares
|
$684,045
0.3% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
4,500
shares
|
$684,045
0.1% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
4,500
shares
|
$684,045
0.34% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,495
shares
|
$683,284
0.03% of portfolio
|
Q3 2025
Added 2.11%
|
|