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Disclosery

XLI SELECT SECTOR SPDR TR

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INDL (fund)

1,337 managers (1,355 13F filers) reported a position in XLI shares at 2025-03-31, 135,641,307 shares in all. 99 filers opened a position and 109 filers sold out during the quarter.

Managers
1,337
13F filers
1,355
New
99
Added
485
Reduced
524
Sold out
109
Shares held by filers
135,641,307

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Essex LLC43,159$5.66M1.23%+5,08113F-HRTimeline
Institute for Wealth Management, LLC.43,116$5.65M0.73%+90113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM43,116$5.65M0.82%-2,38513F-HRTimelineGroup
Mutual Advisors, LLC43,546$5.62M0.16%-4,52713F-HRTimeline
Capital Planning Advisors, LLC42,849$5.62M0.87%+14,30413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …42,599$5.58M0.15%-23213F-HRTimelineGroup
Wela Strategies, Inc.42,134$5.52M2.33%new13F-HRTimeline
Advisor Resource Council45,102$5.5M0.44%new13F-HRTimeline
CHEMUNG CANAL TRUST CO41,870$5.49M1.21%-11,22813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC42,354$5.48M0.46%+12,66713F-HRTimeline
Trilogy Capital Inc.41,806$5.48M0.29%+29,41213F-HRTimeline
Clarity Financial LLC41,552$5.45M0.63%+6,13513F-HRTimeline
Simmons Bankin group Simmons Bank41,310$5.41M0.41%-3213F-HRTimelineGroup
Sandbox Financial Partners, LLC41,034$5.38M1.9%-50313F-HRTimeline
IFP Advisors, Inc41,031$5.38M0.17%+87113F-HRTimeline
Merit Financial Group, LLC40,788$5.35M0.08%-15,05813F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC40,197$5.27M3.44%-1,02913F-HRTimeline
PINNACLE ASSOCIATES LTD39,978$5.24M0.08%+2,10113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.39,801$5.22M0.29%+1,91813F-HR/ATimelineGroup
Winthrop Capital Management, LLC39,771$5.21M1.43%+1,28313F-HRTimeline
INNEALTA CAPITAL, LLC39,753$5.21M2.82%-47,39413F-HRTimeline
Algorithmic Investment Models, LLC39,388$5.16M3.8%-3,89913F-HRTimeline
Prosperity Consulting Group, LLC39,265$5.15M0.4%+3,57913F-HRTimeline
Canton Hathaway, LLC39,248$5.14M1.04%-1,77313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding38,902$5.1M-769Timeline
RFG Advisory, LLC38,683$5.07M0.14%-92,39013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC38,611$5.06M0.07%-4,85813F-HRTimelineGroup
Bremer Bank National Association38,413$5.03M0.9%new13F-HRTimeline
CUMBERLAND ADVISORS INC37,891$4.97M2.25%-2913F-HRTimeline
Provident Co of the Employees of the He…37,817$4.95M5.69%-12,55513F-HRTimeline
FINANCIAL COUNSELORS INC37,642$4.93M0.07%-41613F-HRTimeline
Sage Capital Advisors,llc37,537$4.92M1.29%+7913F-HRTimeline
Graham Capital Management, L.P.37,500$4.92M0.16%new13F-HRTimeline
World Investment Advisors37,339$4.89M0.13%+1,41813F-HRTimeline
Innova Wealth Partners37,254$4.88M3.03%-3,87113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.36,905$4.84M4.47%-5913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…36,702$4.81M0.2%+2,02813F-HRTimelineGroup
Rye Brook Capital LLC36,500$4.78M6%+18,90013F-HRTimeline
Wall Street Financial Group, Inc.36,251$4.75M4.92%-69513F-HRTimeline
Rise Advisors, LLC36,124$4.73M2.09%-24313F-HRTimeline
Leicht Financial Planning & Wealth Mana…35,892$4.7M2.46%-83813F-HRTimeline
Allworth Financial LP35,665$4.6M0.03%-3,63513F-HRTimeline
Magnus Financial Group LLC35,033$4.59M0.44%+4,94213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC35,022$4.59M1.49%-26,26713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …34,685$4.57M0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC34,788$4.56M0.15%+3,86813F-HRTimeline
SCOTIA CAPITAL INC.34,732$4.55M0.02%+2,93813F-HRTimeline
One Wealth Map LLC36,876$4.52M3.01%+13913F-HRTimeline
Vivid Wealth Management, LLC34,454$4.52M2.26%-74413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC34,355$4.5M0.09%-3,03413F-HRTimeline
COURIER CAPITAL LLC34,193$4.48M0.29%+1,66213F-HRTimeline
PATTEN & PATTEN INC/TN34,102$4.47M0.3%+4,38513F-HRTimeline
Stockman Wealth Management, Inc.33,719$4.42M0.65%+4,41513F-HRTimeline
SRB CORPin group SRB CORP33,621$4.41M0.29%+13,03713F-HRTimelineGroup
Arrow Investment Advisors, LLC33,587$4.4M4.66%-2,87713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC33,249$4.36M0.23%+4,78313F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.34,667$4.28M2.23%+14313F-HRTimeline
IronBridge Private Wealth, LLC32,514$4.26M1.68%+96713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP32,381$4.24M0.32%-6,81013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management32,244$4.23M0.01%-210,29213F-HRTimelineGroup
Granite Harbor Advisors, Inc.31,778$4.17M2.21%+8213F-HRTimeline
SENTINEL TRUST CO LBA31,775$4.17M0.49%013F-HRTimeline
Quantinno Capital Management LP31,684$4.15M0.03%+71013F-HRTimeline
Foundations Investment Advisors, LLC31,682$4.15M0.08%-147,09613F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC31,486$4.13M0.43%+2,59613F-HRTimeline
TCV Trust & Wealth Management, Inc.31,468$4.12M0.38%+14413F-HRTimeline
BLAIR WILLIAM & CO/IL31,299$4.1M0.01%-21413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC31,295$4.1M2.98%+1,29713F-HRTimeline
Massachusetts Wealth Management31,276$4.1M2.81%+3,63013F-HRTimeline
High Note Wealth, LLC31,266$4.1M1.01%-1,04113F-HRTimeline
Horizon Investments, LLC30,688$4.02M0.12%+2,91613F-HRTimeline
Beacon Pointe Advisors, LLC30,686$4.02M0.05%-14,77813F-HRTimeline
Sigma Planning Corp30,617$4.01M0.13%+93613F-HRTimeline
Astor Investment Management LLC30,488$4M2.13%-98113F-HRTimeline
GUERRA PAN ADVISORS, LLC30,055$3.94M3.09%+4,04813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,007$3.93M0.06%+18,64313F-HRTimelineGroup
Allred Capital Management, LLC29,278$3.84M1.53%-13913F-HRTimeline
Prospera Financial Services Inc29,189$3.83M0.09%-81413F-HRTimeline
Financial Enhancement Group LLC30,489$3.8M0.59%+18613F-HRTimeline
Mechanics Bank Trust Department28,972$3.8M0.52%-43313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA28,806$3.78M0.02%+4,84813F-HRTimelineGroup
AMG National Trust Bank28,718$3.76M0.11%-1,49513F-HRTimeline
Keystone Global Partners, LLC28,684$3.76M2.64%13F-HRTimeline
Maxele Advisors, LLC28,640$3.75M3.63%-5913F-HRTimeline
&PARTNERS28,759$3.75M0.04%-1,97813F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC28,541$3.74M1.68%+2,87413F-HRTimeline
Federation des caisses Desjardins du Qu…28,227$3.7M0.02%+15,02413F-HRTimeline
Lodge Hill Capital, LLC28,120$3.69M0.87%new13F-HRTimeline
BRAVE ASSET MANAGEMENT INC28,006$3.67M1.15%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC27,502$3.6M0.49%-2,90913F-HRTimeline
Venturi Wealth Management, LLC27,489$3.6M0.19%+6,45213F-HRTimeline
Fortis Group Advisors, LLC27,386$3.59M0.7%-23,18113F-HRTimeline
FIRST MERCHANTS CORP27,308$3.58M0.14%+3,07813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,085$3.55M0.12%-10,88013F-HRTimeline
Perennial Investment Advisors, LLC27,004$3.54M0.4%+2,99913F-HRTimeline
NorthCrest Asset Manangement, LLC27,006$3.54M0.11%+24,64113F-HRTimeline
KKM Financial LLC26,305$3.53M1.49%+18113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding26,611$3.5M-5,298Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC26,482$3.47M1.35%-1,39013F-HRTimeline
Intrepid Financial Planning Group LLC26,184$3.43M1.59%-1,01513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC25,978$3.41M0.65%+20,34413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP25,634$3.36M0.07%-9,17013F-HRTimelineGroup
Summit Financial, LLC25,296$3.32M0.09%-47,16013F-HRTimeline
First Horizon Advisors, Inc.25,146$3.3M0.09%-413F-HRTimeline
NWAM LLC24,838$3.26M0.28%+1,48113F-HRTimeline
FIL Ltdin group FIL Ltd24,766$3.25M<0.01%-325,07313F-HRTimelineGroup
Crescent Grove Advisors, LLC24,738$3.24M0.34%+7,41313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.24,706$3.24M0.95%+16,24813F-HRTimeline
WealthBridge Capital Management, LLC24,652$3.23M0.91%-15613F-HRTimeline
Certified Advisory Corp24,640$3.23M0.37%-28713F-HRTimeline
Choate Investment Advisors24,629$3.23M0.08%+42013F-HRTimeline
Sowell Financial Services LLC24,556$3.22M0.15%+75313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…25,294$3.15M1.3%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…23,987$3.14M1.11%+1,05313F-HRTimeline
Rehmann Capital Advisory Group23,502$3.08M0.19%-33013F-HRTimeline
CHANNEL WEALTH LLC23,321$3.06M0.95%-3,03813F-HRTimeline
HRT FINANCIAL LP23,144$3.03M0.02%new13F-HRTimeline
Grassi Investment Management23,043$3.02M0.28%+113F-HRTimeline
Keebeck Wealth Management23,012$3.02M0.45%-6,60113F-HRTimeline
Finivi Inc.22,950$3.01M2.42%+96013F-HRTimeline
Larson Financial Group LLC22,885$3M0.14%+17,61213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP22,801$2.99M<0.01%+2,56513F-HRTimelineGroup
HB Wealth Management, LLC22,768$2.98M0.03%+5,35513F-HRTimeline
BLB&B Advisors, LLC22,766$2.98M0.15%+17,66313F-HRTimeline
Signal Advisors Wealth, LLC22,689$2.97M0.29%-8,02813F-HRTimeline
SUMMIT SECURITIES GROUP LLC22,627$2.97M2.06%+22,32713F-HRTimeline
Fiduciary Group, LLC22,564$2.96M0.3%+1,40213F-HRTimeline
BigSur Wealth Management LLC22,385$2.93M0.79%-3,00013F-HRTimeline
DAVENPORT & Co LLC22,368$2.93M0.02%-11713F-HRTimeline
CTC Alternative Strategies, Ltd.22,305$2.92M3.57%new13F-HRTimeline
Financial Advocates Investment Manageme…22,226$2.91M0.2%-1,68013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP22,108$2.9M0.72%new13F-HRTimeline
Clarus Wealth Advisors22,635$2.87M1.53%-16913F-HRTimeline
AMERIFLEX GROUP, INC.21,804$2.86M1.17%+20,06213F-HRTimeline
3EDGE Asset Management, LP21,835$2.84M0.19%+2,49913F-HRTimeline
Curi Capital, LLC21,521$2.82M0.07%new13F-HRTimeline
Centiva Capital, LP21,500$2.82M0.16%-40,83213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,446$2.81M0.06%+1,04913F-HRTimelineGroup
FLOYD FINANCIAL GROUP LLC21,367$2.8M2.53%+52313F-HRTimeline
Trust Co21,296$2.79M0.33%-13,92413F-HRTimeline
CX Institutional21,293$2.79M0.11%+15,92713F-HRTimeline
Cooksen Wealth, LLC22,118$2.79M2.83%-2,18813F-HRTimeline
Dorsey Wright & Associates21,229$2.78M0.71%-59213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK21,209$2.78M0.02%-1,14513F-HRTimelineGroup
Integrated Advisors Network LLC21,156$2.77M0.14%-1,05013F-HRTimeline
Everstar Asset Management, LLC21,046$2.76M1.83%+14013F-HR/ATimeline
Vectors Research Management, LLC20,985$2.75M0.96%-5,44713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,761$2.72M<0.01%-62,01213F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC20,566$2.7M0.83%+22513F-HRTimeline
RPg Family Wealth Advisory, LLC20,474$2.68M0.76%+6,25213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,445$2.68M0.01%+4213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,413$2.68M0.02%-1,35013F-HRTimelineGroup
MontVue Capital Management, Inc.20,342$2.67M2.13%-60113F-HRTimeline
Zullo Investment Group, Inc.20,283$2.66M1.14%-913F-HRTimeline
AMARILLO NATIONAL BANK19,814$2.6M0.51%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,811$2.6M0.08%-18513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,766$2.59M0.07%+12913F-HRTimeline
Visionary Horizons, LLC19,756$2.59M1.82%new13F-HRTimeline
Nilsine Partners, LLC19,725$2.59M0.28%-57513F-HRTimeline
BFSG, LLC19,632$2.57M0.31%-42713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC19,399$2.54M0.22%-98213F-HR/ATimeline
Arkadios Wealth Advisors19,254$2.52M0.1%+6,32713F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…19,211$2.52M2.59%-7,73113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION19,111$2.5M0.24%-68013F-HRTimeline
Verition Fund Management LLC19,029$2.49M0.01%013F-HRTimeline
Belpointe Asset Management LLC18,842$2.47M0.13%+4,71913F-HRTimeline
Masso Torrence Wealth Management Inc.18,775$2.46M1.31%-16,61213F-HRTimeline
AAFMAA Wealth Management & Trust LLC18,730$2.45M1.11%-21,78113F-HRTimeline
Jacobi Capital Management LLC18,728$2.45M0.18%+3,44213F-HRTimeline
CoreCap Advisors, LLC18,718$2.45M0.11%-10,07013F-HRTimeline
Chesapeake Wealth Management18,581$2.44M0.87%-23113F-HRTimeline
Aspen Investment Management Inc18,542$2.43M1.12%-44013F-HRTimeline
ABOUND FINANCIAL, LLC18,437$2.42M1.22%+19913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,364$2.41M0.07%-32413F-HRTimelineGroup
SPRENG CAPITAL MANAGEMENT, INC.18,336$2.4M1.09%-73113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,304$2.4M0.12%+15,45813F-HRTimelineGroup
Cornerstone Advisory, LLC17,897$2.39M0.28%+5213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…18,200$2.38M0.09%013F-HRTimelineGroup
Freedom Investment Management, Inc.18,094$2.37M0.2%+62713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO17,903$2.35M0.56%+3513F-HRTimeline
OneDigital Investment Advisors LLC17,832$2.34M0.03%-27213F-HRTimeline
EASTERN BANK17,789$2.33M0.05%-28713F-HRTimeline
WEBSTER BANK, N. A.17,634$2.31M0.25%+1513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/17,410$2.28M<0.01%+14,75213F-HRTimeline
First National Bank of Hutchinson17,199$2.25M1.49%+35213F-HRTimeline
United Asset Strategies, Inc.17,161$2.25M0.21%-1,37013F-HRTimeline
Apexium Financial, LP17,149$2.25M0.13%+7713F-HRTimeline
Cornerstone Wealth Management, LLC16,831$2.21M0.15%+12713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,727$2.19M+245Timeline
Evercore Wealth Management, LLC16,582$2.17M0.04%-55013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,419$2.15M<0.01%+4,46913F-HRTimelineGroup
GWN SECURITIES INC.15,092$2.1M0.12%+13,20313F-HRTimeline
1607 Capital Partners, LLC16,010$2.1M0.17%-1,99013F-HRTimeline
Per Stirling Capital Management, LLC.15,908$2.09M0.3%+10,10113F-HRTimeline
GeoWealth Management, LLC15,842$2.08M0.08%-1,64713F-HRTimeline
Fairvoy Private Wealth, LLC15,803$2.07M0.57%+1,78813F-HRTimeline
GROUP ONE TRADING LLC15,767$2.07M0.09%+12,44313F-HRTimeline
10Elms LLP15,763$2.07M2.08%+3013F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,759$2.07M0.06%-45413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp15,672$2.05M<0.01%-7,20413F-HRTimelineGroup