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 1,657 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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
59,144
shares
|
$8.99 Million
3.69% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
58,985
shares
|
$8.97 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
58,610
shares
|
$8.91 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
58,201
shares
|
$8.85 Million
0.68% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
57,836
shares
|
$8.79 Million
3.07% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
57,418
shares
|
$8.73 Million
1.14% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
57,067
shares
|
$8.67 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
57,005
shares
|
$8.67 Million
0.62% of portfolio
|
Q4 2025
Added 3259.16%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
54,897
shares
|
$8.34 Million
2.45% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
54,253
shares
|
$8.25 Million
0.03% of portfolio
|
Q3 2025
Added 49.97%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
53,884
shares
|
$8.19 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
53,297
shares
|
$8.1 Million
1.8% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
53,034
shares
|
$8.06 Million
1.33% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
52,944
shares
|
$8.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
51,952
shares
|
$7.9 Million
0.08% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
51,585
shares
|
$7.84 Million
4.15% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
51,116
shares
|
$7.77 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
51,098
shares
|
$7.77 Million
0.53% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
50,097
shares
|
$7.62 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
50,000
shares
|
$7.6 Million
1.6% of portfolio
|
Q4 2025
New holding
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
50,000
shares
|
$7.6 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
48,734
shares
|
$7.41 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
48,725
shares
|
$7.41 Million
0.83% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
48,333
shares
|
$7.35 Million
0.1% of portfolio
|
Q3 2025
Added 38.15%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
47,679
shares
|
$7.25 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.83%
|
|