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 |
|---|---|---|---|---|---|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
150
shares
|
$22,801
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
145
shares
|
$22,041
0.0% of portfolio
|
Q3 2025
Reduced 64.98%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
141
shares
|
$21,433
0.0% of portfolio
|
Q2 2025
Reduced 37.05%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
139
shares
|
$21,129
0.01% of portfolio
|
Q4 2023
Reduced 42.56%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
138
shares
|
$20,977
0.01% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
136
shares
|
$20,673
0.0% of portfolio
|
Q3 2024
Reduced 58.79%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
130
shares
|
$19,761
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
130
shares
|
$19,761
0.01% of portfolio
|
Q3 2025
Reduced 38.68%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
129
shares
|
$19,609
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
126
shares
|
$19,153
0.01% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
124
shares
|
$18,849
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
115
shares
|
$17,481
0.01% of portfolio
|
Q2 2024
Reduced 29.01%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
108
shares
|
$16,417
0.0% of portfolio
|
Q2 2025
Reduced 41.62%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
106
shares
|
$16,113
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
105
shares
|
$15,961
0.0% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
105
shares
|
$15,961
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
102
shares
|
$15,505
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
101
shares
|
$15,353
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
101
shares
|
$15,353
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$15,201
0.0% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
100
shares
|
$15,201
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
100
shares
|
$15,201
0.0% of portfolio
|
Q2 2023
Reduced 88.28%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
100
shares
|
$15,201
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
100
shares
|
$15,201
0.01% of portfolio
|
Q1 2024
Reduced 85.71%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
100
shares
|
$15,201
0.0% of portfolio
|
Q1 2025
New holding
|
|