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 |
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
49,291
shares
|
$6.47 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
48,499
shares
|
$6.36 Million
0.98% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
48,426
shares
|
$6.35 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
48,202
shares
|
$6.33 Million
0.36% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
47,759
shares
|
$6.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
47,173
shares
|
$6.19 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
47,150
shares
|
$6.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 57.78%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
47,118
shares
|
$6.18 Million
0.73% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
47,107
shares
|
$6.18 Million
0.08% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
47,071
shares
|
$6.18 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
46,568
shares
|
$6.11 Million
0.4% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
46,501
shares
|
$6.1 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
46,401
shares
|
$6.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 50.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
45,515
shares
|
$5.97 Million
0.09% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
45,309
shares
|
$5.95 Million
0.41% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
45,170
shares
|
$5.93 Million
5.83% of portfolio
|
Q4 2023
Reduced 2.69%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
45,102
shares
|
$5.92 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
45,048
shares
|
$5.91 Million
0.0% of portfolio
|
Q3 2022
Added 0.74%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
45,019
shares
|
$5.91 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
44,872
shares
|
$5.89 Million
0.02% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,582
shares
|
$5.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
43,546
shares
|
$5.71 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
43,337
shares
|
$5.69 Million
0.13% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
43,287
shares
|
$5.68 Million
4.4% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
43,159
shares
|
$5.66 Million
1.24% of portfolio
|
Q1 2025
Added 13.34%
|