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Disclosery

XLI SELECT SECTOR SPDR TR

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INDL (fund)

1,358 managers (1,374 13F filers) reported a position in XLI shares at 2024-12-31, 144,115,290 shares in all. 110 filers opened a position and 88 filers sold out during the quarter.

Managers
1,358
13F filers
1,374
New
110
Added
512
Reduced
418
Sold out
88
Shares held by filers
144,115,290

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Turn8 Private Wealth Inc.51,130$6.74M4.8%13F-HRTimeline
Sabal Trust CO50,570$6.66M0.38%+2,26413F-HRTimeline
Fortis Group Advisors, LLC50,567$6.66M1.24%+40,69713F-HRTimeline
SAGE RHINO CAPITAL LLC50,542$6.66M1.45%-1,54313F-HRTimeline
Provident Co of the Employees of the He…50,372$6.63M7.73%+14513F-HRTimeline
Mutual Advisors, LLC48,073$6.58M0.19%+14,49913F-HRTimeline
Platt Investment Counsel, LLC49,873$6.57M6.27%-1,53313F-HRTimeline
Orange Investment Advisors, Inc.49,792$6.56M0.74%+65713F-HRTimeline
Atria Investments, Inc49,518$6.52M0.08%-5,72313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …48,499$6.39M0.97%+60713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,759$6.29M0.01%-3,65913F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN47,071$6.27M0.04%013F-HRTimeline
IFG Advisory, LLC47,523$6.26M0.35%+12,07313F-HRTimeline
CASTLEARK MANAGEMENT LLC47,150$6.21M0.22%013F-HRTimeline
BlueStem Wealth Partners, LLC46,981$6.19M0.81%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp45,853$6.04M0.02%+96813F-HRTimelineGroup
Waverly Advisors, LLC45,515$6M0.09%+1,90213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM45,501$6M0.97%-1,94313F-HRTimelineGroup
Beacon Pointe Advisors, LLC45,464$5.99M0.07%+4,75413F-HRTimeline
GREAT LAKES ADVISORS, LLC43,582$5.74M0.05%-2,25713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC43,469$5.73M0.08%-2,47513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC43,307$5.71M0.13%+3,24113F-HRTimelineGroup
Algorithmic Investment Models, LLC43,287$5.7M4.4%+6,87513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,831$5.64M0.16%-21013F-HRTimelineGroup
Western Wealth Management, LLC42,710$5.63M0.37%+15513F-HR/ATimeline
Institute for Wealth Management, LLC.42,215$5.56M0.7%+73613F-HRTimeline
Allworth Financial LP39,300$5.51M0.03%+25,48613F-HRTimeline
SYKON CAPITAL LLC41,818$5.51M1.9%+1,60913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…41,639$5.49M0.15%+7,51013F-HRTimelineGroup
Sandbox Financial Partners, LLC41,537$5.47M1.83%+3,79513F-HRTimeline
Simmons Bankin group Simmons Bank41,342$5.45M0.4%-1,13613F-HRTimelineGroup
AlphaMark Advisors, LLC41,267$5.44M2.35%+99613F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC41,226$5.43M2.79%+11313F-HRTimeline
Innova Wealth Partners41,125$5.42M3.41%+39,25313F-HRTimeline
Canton Hathaway, LLC41,021$5.41M1.35%+3,06713F-HRTimeline
Ashton Thomas Private Wealth, LLC40,544$5.34M0.21%-9,94213F-HRTimeline
AAFMAA Wealth Management & Trust LLC40,511$5.34M2.34%+80613F-HRTimeline
IFP Advisors, Inc40,160$5.29M0.17%+7,83113F-HRTimeline
CWM, LLCin group CWM, LLC39,958$5.26M0.02%-157,85113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding39,671$5.23M-1,624Timeline
MONEY CONCEPTS CAPITAL CORP39,191$5.16M0.38%+19,24813F-HRTimeline
Parallax Volatility Advisers, L.P.38,681$5.1M0.11%-90,06513F-HRTimeline
Winthrop Capital Management, LLC38,488$5.08M1.35%-69213F-HRTimeline
Essex LLC38,078$5.02M1.05%+1,28713F-HRTimeline
FINANCIAL COUNSELORS INC38,058$5.01M0.07%-21213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,965$5M0.17%+11,23913F-HRTimeline
CUMBERLAND ADVISORS INC37,920$5M1.99%+1,52013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.37,883$4.99M0.27%+32613F-HR/ATimelineGroup
PINNACLE ASSOCIATES LTD37,877$4.99M0.07%-1,15113F-HRTimeline
One Wealth Map LLC36,737$4.95M3.01%-67013F-HRTimeline
Arrow Investment Advisors, LLC36,464$4.94M4.6%013F-HRTimeline
Sage Capital Advisors,llc37,458$4.94M1.28%+98613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC37,389$4.93M0.09%+88613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…37,329$4.92M1.78%+51613F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.36,964$4.87M4.43%+17113F-HRTimeline
Wall Street Financial Group, Inc.36,946$4.87M4.76%+4,03313F-HRTimeline
Leicht Financial Planning & Wealth Mana…36,730$4.84M2.48%-42513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding36,600$4.82M+34,900Timeline
Rise Advisors, LLC36,367$4.79M2.3%-35113F-HRTimeline
World Investment Advisors35,921$4.73M0.13%+7,07913F-HRTimeline
Prosperity Consulting Group, LLC35,686$4.7M0.35%+7,28313F-HRTimeline
Clarity Financial LLC35,417$4.67M0.56%+40713F-HRTimeline
Masso Torrence Wealth Management Inc.35,387$4.66M2.45%+1,63913F-HRTimeline
Trust Co35,220$4.64M0.53%+1,43813F-HRTimeline
Vivid Wealth Management, LLC35,198$4.64M2.35%-1,56913F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.35,044$4.62M0.01%-23,76413F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP34,804$4.59M0.08%-17,96613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,674$4.57M0.19%-30713F-HRTimelineGroup
Private Wealth Advisors, LLC34,584$4.56M1.99%-77013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …34,685$4.55M0.01%-21,27213F-HRTimelineGroup
Atria Wealth Solutions, Inc.34,537$4.55M0.05%-4,48813F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.34,524$4.53M2.24%+17213F-HRTimeline
Essential Planning, LLC.32,500$4.48M0.03%new13F-HRTimeline
Client First Capital LLC33,019$4.35M2.24%+3,29513F-HRTimeline
COURIER CAPITAL LLC32,531$4.29M0.3%-34613F-HRTimeline
High Note Wealth, LLC32,307$4.26M1.11%-31013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC32,113$4.23M2.14%new13F-HRTimeline
Intrua Financial, LLC31,926$4.21M0.68%+17,87513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,909$4.2M+15,612Timeline
SCOTIA CAPITAL INC.31,794$4.19M0.02%+1,54013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…29,866$4.19M0.24%+12,62213F-HRTimeline
SENTINEL TRUST CO LBA31,775$4.19M0.48%013F-HRTimeline
Granite Harbor Advisors, Inc.31,696$4.18M2.31%+1,46513F-HRTimeline
DRW Securities, LLC31,569$4.16M0.28%-115,69213F-HRTimeline
IronBridge Private Wealth, LLC31,547$4.16M1.53%new13F-HRTimeline
BLAIR WILLIAM & CO/IL31,513$4.15M0.01%+28513F-HRTimeline
Astor Investment Management LLC31,469$4.15M2.12%-15,91713F-HRTimeline
TCV Trust & Wealth Management, Inc.31,324$4.13M0.38%-37313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…31,013$4.09M0.07%new13F-HRTimelineGroup
Quantinno Capital Management LP30,974$4.08M0.04%+5,12713F-HRTimeline
&PARTNERS30,737$4.08M0.05%+13,91113F-HRTimeline
Snowden Capital Advisors LLC30,920$4.07M0.13%-5,07413F-HRTimeline
Signal Advisors Wealth, LLC30,717$4.05M0.46%+23,96213F-HRTimeline
Global Retirement Partners, LLC30,660$4.04M0.12%+2,17213F-HRTimeline
Financial Enhancement Group LLC30,303$4.03M0.62%+1,34513F-HRTimeline
Relyea Zuckerberg Hanson LLC30,411$4.01M0.54%013F-HRTimeline
AMG National Trust Bank30,213$3.98M0.11%-38913F-HRTimeline
Magnus Financial Group LLC30,091$3.96M0.38%-82513F-HRTimeline
Prospera Financial Services Inc30,003$3.95M0.09%-5,59313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC29,998$3.95M2.89%13F-HRTimeline
PATTEN & PATTEN INC/TN29,717$3.92M0.26%+6,84013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC29,687$3.91M0.35%-3,55613F-HRTimeline
Sigma Planning Corp29,681$3.91M0.12%-15,17613F-HRTimeline
Keebeck Wealth Management29,613$3.9M0.56%013F-HRTimeline
Allred Capital Management, LLC29,417$3.88M1.5%+5,14613F-HRTimeline
Mechanics Bank Trust Department29,405$3.87M0.52%-44513F-HRTimeline
Stockman Wealth Management, Inc.29,304$3.86M0.6%+5,06413F-HRTimeline
Maven Securities LTDin group Maven Securities LTD29,129$3.84M0.62%+23,37913F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC28,890$3.81M0.39%+6,85013F-HRTimeline
CoreCap Advisors, LLC28,788$3.79M0.17%-3,31413F-HRTimeline
Maxele Advisors, LLC28,699$3.78M3.61%13F-HRTimeline
Capital Planning Advisors, LLC28,545$3.76M0.58%new13F-HRTimeline
One River Asset Management, LLC28,494$3.76M5.63%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC28,466$3.75M0.2%+2,53813F-HRTimeline
Cornerstone Wealth Group, LLC28,102$3.7M0.3%new13F-HRTimeline
Wellspring Financial Advisors, LLC28,053$3.7M0.39%+2813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC27,872$3.67M1.4%-82913F-HRTimeline
Horizon Investments, LLC27,772$3.66M0.1%-3,25813F-HRTimeline
Massachusetts Wealth Management27,646$3.64M2.25%+4,99213F-HRTimeline
FLOW TRADERS U.S. LLC27,508$3.62M0.14%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC27,400$3.61M0.01%-102,50013F-HRTimeline
Perigon Wealth Management, LLC26,219$3.59M0.09%+12,76913F-HRTimeline
Intrepid Financial Planning Group LLC27,199$3.58M1.51%-1,53713F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…26,942$3.55M3.49%13F-HRTimeline
KKM Financial LLC26,124$3.53M1.47%+18,17713F-HRTimeline
Vectors Research Management, LLC26,432$3.48M1.19%-1,41713F-HRTimeline
CHANNEL WEALTH LLC26,359$3.47M1.13%+22,48113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…25,294$3.47M1.28%-36613F-HRTimeline
GUERRA PAN ADVISORS, LLC26,007$3.43M2.48%+3,41413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC25,667$3.38M1.39%-1,70813F-HRTimeline
Strategic Financial Partners, Ltd.25,515$3.36M1.72%+1,83513F-HRTimeline
BigSur Wealth Management LLC25,385$3.34M0.96%-90513F-HRTimeline
First Horizon Advisors, Inc.25,150$3.31M0.09%-413F-HRTimeline
Certified Advisory Corp24,927$3.28M0.36%-7613F-HRTimeline
WealthBridge Capital Management, LLC24,808$3.27M0.91%+1,24413F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd24,800$3.27M4.32%new13F-HRTimelineGroup
B&D White Capital Company, LLC24,656$3.25M0.55%-4,82413F-HRTimeline
Man Group plcin group Man Group plc24,332$3.21M0.01%new13F-HRTimelineGroup
Cooksen Wealth, LLC24,306$3.2M2.95%+39413F-HRTimeline
FIRST MERCHANTS CORP24,230$3.19M0.12%-21613F-HRTimeline
Choate Investment Advisors24,209$3.19M0.08%+15113F-HRTimeline
Perennial Investment Advisors, LLC24,005$3.16M0.37%+2,75813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,958$3.16M0.02%-26313F-HRTimelineGroup
Financial Advocates Investment Manageme…23,906$3.15M0.18%+8,14913F-HRTimeline
Rehmann Capital Advisory Group23,832$3.14M0.2%+4,71713F-HRTimeline
Sowell Financial Services LLC23,803$3.14M0.16%-3,87313F-HRTimeline
Capital Advisors, Ltd. LLC23,685$3.12M0.39%-47713F-HRTimeline
LEUTHOLD GROUP, LLC23,621$3.11M0.37%-3,83813F-HRTimeline
NWAM LLC23,357$3.08M0.19%+1,74913F-HRTimeline
Grassi Investment Management23,042$3.04M0.26%-11413F-HR/ATimeline
Clarus Wealth Advisors22,804$3.03M1.51%+1,87413F-HRTimeline
Rockport Wealth LLC22,729$3.02M1.34%+6,49613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…22,934$3.02M1.14%-24413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,876$3.01M<0.01%+2,39413F-HRTimelineGroup
SG Americas Securities, LLC22,521$2.97M0.01%-210,68113F-HRTimeline
DAVENPORT & Co LLC22,485$2.96M0.02%+1,11813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK22,354$2.95M0.02%+2,25813F-HRTimelineGroup
Atom Investors LP22,238$2.93M0.36%new13F-HRTimeline
Integrated Advisors Network LLC22,206$2.93M0.14%+3,00713F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…22,000$2.9M1.28%+14,00013F-HRTimelineGroup
Finivi Inc.21,990$2.9M2.32%+1,35113F-HRTimeline
Dorsey Wright & Associates21,821$2.88M0.69%-31013F-HRTimeline
Dorsey & Whitney Trust CO LLC21,766$2.87M0.16%+3,20213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,763$2.87M0.02%-84613F-HRTimelineGroup
Fiduciary Group, LLC21,162$2.79M0.28%+4,42413F-HRTimeline
Venturi Wealth Management, LLC21,037$2.77M0.14%-3,03013F-HRTimeline
Measured Wealth Private Client Group, L…21,002$2.77M0.89%+30413F-HRTimeline
MontVue Capital Management, Inc.20,943$2.76M2.1%-12813F-HRTimeline
Everstar Asset Management, LLC20,906$2.75M1.95%+51213F-HRTimeline
FLOYD FINANCIAL GROUP LLC20,844$2.74M2.25%13F-HRTimeline
SRB CORPin group SRB CORP20,584$2.71M0.16%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,403$2.69M0.01%+1,53413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,397$2.69M0.06%+45713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC20,381$2.69M0.22%-4,39013F-HR/ATimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC20,341$2.68M0.84%-9513F-HRTimeline
Nilsine Partners, LLC20,300$2.67M0.29%013F-HRTimeline
Zullo Investment Group, Inc.20,292$2.67M1.08%-26713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP20,236$2.67M<0.01%new13F-HRTimelineGroup
BFSG, LLC20,059$2.64M0.31%-1,94213F-HRTimeline
Keel Point, LLC20,022$2.64M0.21%+17,59313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,996$2.63M0.08%-22913F-HRTimelineGroup
Global View Capital Management LLC19,975$2.62M0.92%13F-HRTimeline
AMARILLO NATIONAL BANK19,814$2.61M0.48%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION19,791$2.61M0.24%+33513F-HRTimeline
HARBOUR INVESTMENTS, INC.19,637$2.59M0.07%+39713F-HRTimeline
TWO SIGMA SECURITIES, LLC19,356$2.55M0.46%new13F-HRTimeline
3EDGE Asset Management, LP19,336$2.55M0.16%+16,09513F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.19,067$2.51M1.09%-24313F-HRTimeline
Verition Fund Management LLC19,029$2.51M0.01%new13F-HRTimeline
Aspen Investment Management Inc18,982$2.5M1.16%+6,12013F-HRTimeline
Chesapeake Wealth Management18,812$2.48M0.85%+8713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,688$2.46M0.08%+3313F-HRTimelineGroup
Cornerstone Advisory, LLC17,845$2.45M0.28%+113F-HRTimeline
United Asset Strategies, Inc.18,531$2.44M0.22%-3,37613F-HRTimeline
ABOUND FINANCIAL, LLC18,238$2.4M1.22%13F-HRTimeline
Realta Investment Advisors18,073$2.4M0.98%+3,00613F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…18,200$2.4M0.09%013F-HRTimelineGroup
OneDigital Investment Advisors LLC18,104$2.39M0.03%-17313F-HRTimeline
EASTERN BANK18,076$2.38M0.04%+51413F-HRTimeline
1607 Capital Partners, LLC18,000$2.37M0.19%new13F-HRTimeline