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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$197,613
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,299
shares
|
$197,460
0.09% of portfolio
|
Q4 2023
Added 2.12%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,299
shares
|
$197,460
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,297
shares
|
$197,156
0.01% of portfolio
|
Q4 2025
Added 47.72%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
1,293
shares
|
$196,548
0.2% of portfolio
|
Q4 2025
Reduced 14.93%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,290
shares
|
$196,092
0.0% of portfolio
|
Q2 2025
Reduced 26.75%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
1,210
shares
|
$183,932
0.01% of portfolio
|
Q3 2025
Added 33.26%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
1,180
shares
|
$179,371
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,179
shares
|
$179,219
0.03% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
1,140
shares
|
$173,291
0.02% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
1,115
shares
|
$169,491
0.09% of portfolio
|
Q3 2025
Reduced 32.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,110
shares
|
$168,731
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
1,100
shares
|
$167,211
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,095
shares
|
$166,450
0.01% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,086
shares
|
$165,082
0.05% of portfolio
|
Q3 2024
Reduced 24.43%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,050
shares
|
$159,610
0.02% of portfolio
|
Q4 2025
Reduced 6.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,048
shares
|
$159,306
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
1,035
shares
|
$157,330
0.06% of portfolio
|
Q4 2024
Reduced 71.35%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,024
shares
|
$155,658
0.0% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,020
shares
|
$155,050
0.01% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
992
shares
|
$150,793
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
964
shares
|
$146,537
0.02% of portfolio
|
Q4 2022
Reduced 26.64%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
959
shares
|
$145,777
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
950
shares
|
$144,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
922
shares
|
$140,153
0.02% of portfolio
|
Q2 2025
Reduced 7.71%
|
|