Inst. Holders
7 funds
XL
XLI
SELECT SECTOR SPDR TR
$167.76 ▼ -0.08%
Prev close $167.89Snapshot
The big-picture read on XLI right now — valuation, ownership and activity at a glance.
Inst. Value
$89.4M
Inst. Activity
2 buys / 0 sells
Price chart 30d -0.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 15, 2026 short_volume
Short Volume: XLI — 66.3% short (1.6M / 2.4M)
Short: 1,562,239 | Exempt: 6,952 | TRF Vol: 2,358,044 | Short Ratio: 66.3% | Off-exchange volume (da
Sep 30, 2026 Inst.
Concurrent Investment Advisors, LLC — ADD
173,570 shares ($29.0M)
Sep 30, 2026 Inst.
MATHER GROUP, LLC. — ADD
2,098 shares ($350.3K)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 15, 2026
short_volume
Short Volume: XLI — 66.3% short (1.6M / 2.4M)
Short: 1,562,239 | Exempt: 6,952 | TRF Vol: 2,358,044 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
Oct 14, 2026
short_volume
Short Volume: XLI — 67.1% short (2.7M / 4.1M)
Short: 2,746,273 | Exempt: 1,647 | TRF Vol: 4,092,067 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Oct 13, 2026
short_volume
Short Volume: XLI — 73.2% short (1.7M / 2.4M)
Short: 1,741,631 | Exempt: 3,862 | TRF Vol: 2,379,859 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
Oct 12, 2026
short_volume
Short Volume: XLI — 64.5% short (0.8M / 1.2M)
Short: 794,173 | Exempt: 1,908 | TRF Vol: 1,231,484 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Oct 9, 2026
short_volume
Short Volume: XLI — 65.9% short (0.9M / 1.3M)
Short: 876,703 | Exempt: 1,113 | TRF Vol: 1,331,251 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own XLI (from quarterly 13F filings) and who is adding or trimming.
7 institutional holders with $89.4M total value (549,659 shares) as of 2026-Q3. Top holders: TD, Concurrent, WEALTH. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top holders — 2026-Q3
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 174,573 | $29.4M | 33.0% | — |
| Concurrent Investment Advisors, LLC | 173,570 | $29.0M | 32.4% | ADD +88.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 96,431 | $13.4M | 15.0% | — |
| Farther Finance Advisors, LLC | 58,932 | $9.8M | 11.0% | — |
| DAVENPORT & Co LLC | 42,017 | $7.0M | 7.9% | — |
| MATHER GROUP, LLC. | 2,098 | $350.3K | 0.4% | ADD +25.3% |
| Vontobel Holding Ltd. | 2,038 | $340.3K | 0.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | ADD | 92,168 | 173,570 | +88.3% | $29.0M |
| MATHER GROUP, LLC. | ADD | 1,674 | 2,098 | +25.3% | $350.3K |
| Phoenix Financial Ltd. | ADD | 2,820,436 | 4,234,423 | +50.1% | $784.3M |
| Fisher Asset Management, LLC | ADD | 2,961,891 | 3,847,445 | +29.9% | $712.7M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,352,626 | 3,450,493 | +46.7% | $639.1M |
| ROYAL BANK OF CANADA | ADD | 1,707,194 | 2,326,200 | +36.3% | $430.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 895,219 | 1,632,498 | +82.4% | $302.4M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | NEW | — | 1,359,335 | — | $251.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 2,553,000 | 1,320,000 | -48.3% | $244.5M |
| STATE STREET CORP | ADD | 759,214 | 1,099,118 | +44.8% | $203.6M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XLI.
Shares short
24,423,493
Settlement Sep 30, 2026
Change vs prior
-3.7%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume