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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,026
shares
|
$307,972
0.07% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
2,021
shares
|
$307,212
0.02% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,021
shares
|
$307,212
0.1% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
2,016
shares
|
$306,452
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
2,007
shares
|
$305,084
0.15% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
2,001
shares
|
$304,172
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
2,000
shares
|
$304,020
0.13% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
1,999
shares
|
$303,867
0.03% of portfolio
|
Q4 2022
Reduced 4.76%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
1,985
shares
|
$301,739
0.15% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
1,982
shares
|
$301,283
0.06% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,981
shares
|
$301,131
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
1,973
shares
|
$299,915
0.1% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,970
shares
|
$299,459
0.04% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,961
shares
|
$298,091
0.04% of portfolio
|
Q4 2025
Added 9.49%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,958
shares
|
$297,635
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
1,948
shares
|
$296,115
0.01% of portfolio
|
Q3 2025
Added 40.04%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,940
shares
|
$294,899
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
1,939
shares
|
$294,747
0.05% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,933
shares
|
$293,835
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
1,933
shares
|
$293,835
0.03% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
1,925
shares
|
$292,619
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,923
shares
|
$292,315
0.1% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,922
shares
|
$292,163
0.03% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
1,918
shares
|
$291,555
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
1,914
shares
|
$290,947
0.14% of portfolio
|
Q4 2025
Added 0.31%
|
|