XLI Industrial Select Sector SPDR
Industrial Select Sector SPDR (XLI) Institutional Ownership
What the institutions did with XLI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 255.6K | 73.0% |
| CX Institutional | 18.5K | 5.3% |
| Boltwood Capital Management | 14.0K | 4.0% |
| ROCKLAND TRUST CO | 12.7K | 3.6% |
| NEVILLE RODIE & SHAW INC | 10.5K | 3.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10.3K | 2.9% |
| Olistico Wealth, LLC | 7.4K | 2.1% |
| First Citizens Financial Corp | 5.7K | 1.6% |
| EASTERN BANK | 5.0K | 1.4% |
| Stonebridge Financial Group, LLC | 3.9K | 1.1% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1.7K | 0.5% |
| PARK NATIONAL CORP /OH/ | 1.6K | 0.5% |
| PRIVATE CLIENT SERVICES, LLC | 1.3K | 0.4% |
| Polaris Financial Partners | 779 | 0.2% |
| Roxbury Financial LLC | 432 | 0.1% |
| MassMutual Private Wealth & Trust, FSB | 247 | 0.1% |
| ACIMA PRIVATE WEALTH, LLC | 196 | 0.1% |
| TOMPKINS FINANCIAL CORP | 161 | 0.0% |
| Versant Capital Management, Inc | 136 | 0.0% |
| BURKETT FINANCIAL SERVICES, LLC | 97 | 0.0% |
| Central Pacific Bank - Trust Division | 19 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Stonebridge Financial Group, LLC | Reduced | 164.1K | 3.9K | -160.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 132.7K | 255.6K | +122.9K |
| EASTERN BANK | Reduced | 78.6K | 5.0K | -73.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 20.6K | 1.7K | -18.9K |
| CX Institutional | Reduced | 35.4K | 18.5K | -16.9K |
| ROCKLAND TRUST CO | Increased | 10.0K | 12.7K | +2.8K |
| PRIVATE CLIENT SERVICES, LLC | New | 0 | 1.3K | +1.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 10.9K | 10.3K | -614 |
| NEVILLE RODIE & SHAW INC | Increased | 10.0K | 10.5K | +500 |
| Boltwood Capital Management | Increased | 13.8K | 14.0K | +227 |
| First Citizens Financial Corp | Increased | 5.5K | 5.7K | +221 |
| Olistico Wealth, LLC | Reduced | 7.5K | 7.4K | -91 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.