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 1,561 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $18.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cmh Wealth Management LLC
|
Apr 14, 2025 Q1 2025 |
60,004
shares
|
$7.87 Million
2.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
58,772
shares
|
$7.71 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
58,136
shares
|
$7.63 Million
2.41% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
58,134
shares
|
$7.63 Million
0.15% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
57,890
shares
|
$7.6 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
57,423
shares
|
$7.54 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
56,751
shares
|
$7.45 Million
0.7% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
56,690
shares
|
$7.44 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
56,595
shares
|
$7.43 Million
3.7% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
56,569
shares
|
$7.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
56,438
shares
|
$7.41 Million
0.07% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
56,417
shares
|
$7.4 Million
0.79% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
56,180
shares
|
$7.37 Million
0.17% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
56,157
shares
|
$7.37 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
55,400
shares
|
$7.27 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
53,884
shares
|
$7.07 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
53,137
shares
|
$6.97 Million
1.71% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
52,860
shares
|
$6.94 Million
2.44% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
52,391
shares
|
$6.87 Million
0.17% of portfolio
|
Q1 2025
Added 25.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
51,194
shares
|
$6.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
51,111
shares
|
$6.71 Million
1.6% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
50,113
shares
|
$6.58 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
50,097
shares
|
$6.57 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
50,000
shares
|
$6.56 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
49,798
shares
|
$6.53 Million
0.1% of portfolio
|
Q1 2025
Added 18.71%
|