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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
BURKE & HERBERT BANK & TRUST CO17,868$2.35M0.56%-1013F-HRTimeline
WEBSTER BANK, N. A.17,619$2.32M0.25%+59113F-HRTimeline
Rye Brook Capital LLC17,600$2.32M2.78%new13F-HRTimeline
GeoWealth Management, LLC17,489$2.3M0.08%+5,51313F-HRTimeline
Freedom Investment Management, Inc.17,467$2.3M0.19%-7,59813F-HRTimeline
HB Wealth Management, LLC17,413$2.29M0.02%-42013F-HRTimeline
WESPAC Advisors, LLC17,373$2.29M1.68%+15,76513F-HRTimeline
Blue Chip Partners, LLC17,360$2.29M0.2%+3,75113F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX16,156$2.29M0.57%-1,21713F-HRTimeline
Crescent Grove Advisors, LLC17,325$2.28M0.23%+1,47613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC17,169$2.26M1.27%+3,77513F-HRTimeline
Evercore Wealth Management, LLC17,132$2.26M0.03%-90013F-HRTimeline
Apexium Financial, LP17,072$2.25M0.14%-66713F-HRTimeline
Sender Co & Partners, Inc.17,002$2.24M2.78%new13F-HRTimeline
United Bank16,950$2.23M0.94%+24313F-HRTimeline
First National Bank of Hutchinson16,847$2.22M1.34%013F-HRTimeline
Cornerstone Wealth Management, LLC16,704$2.2M0.15%+5813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding16,482$2.17M+5,344Timeline
Objective Capital Management, LLC16,329$2.15M1.44%-36813F-HRTimeline
U.S. Capital Wealth Advisors, LLC16,213$2.14M0.07%+12,73113F-HRTimeline
City Center Advisors, LLC16,207$2.14M2.4%+5,93413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,114$2.12M<0.01%-26,86913F-HRTimelineGroup
Symmetry Partners, LLC16,083$2.12M0.3%new13F-HRTimeline
CFC Planning Co LLC16,068$2.12M2.27%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,931$2.1M<0.01%-182,64213F-HRTimelineGroup
Treynor Bancshares, Inc.15,926$2.1M2.21%-34313F-HRTimeline
Cubist Systematic Strategies, LLC15,905$2.1M0.03%new13F-HRTimeline
Flaharty Asset Management, LLC15,756$2.08M0.3%-1,58613F-HRTimeline
10Elms LLP15,733$2.07M2.14%13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC15,617$2.06M1.58%+79913F-HRTimeline
Provida Pension Fund Administrator15,442$2.03M0.04%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…15,347$2.02M0.17%-1,00013F-HRTimelineGroup
111 Capital15,315$2.02M0.42%13F-HRTimeline
Jacobi Capital Management LLC15,286$2.01M0.15%+7713F-HRTimeline
Bedell Frazier Investment Counselling, …15,257$2.01M0.5%-43913F-HRTimeline
Cresta Advisors, Ltd.14,821$2.01M1.05%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,192$2M+3,552Timeline
BROWN, LISLE/CUMMINGS, INC.15,192$2M0.6%013F-HRTimeline
Darwin Wealth Management, LLC15,136$1.99M0.67%-2,84413F-HR/ATimeline
PCG ASSET MANAGEMENT, LLC15,059$1.98M1.74%13F-HRTimeline
Parkside Investments, LLC15,000$1.98M0.3%+5,00013F-HRTimeline
Fourth Dimension Wealth, LLC14,927$1.97M1.03%13F-HRTimeline
RiverGlades Family Offices LLC14,837$1.95M1.4%+50013F-HRTimeline
PROFFITT & GOODSON INC14,603$1.92M0.32%-36913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,494$1.91M0.01%-84013F-HRTimelineGroup
RPg Family Wealth Advisory, LLC14,222$1.87M0.66%+1,41313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA14,185$1.87M<0.01%-11,24013F-HR/ATimelineGroup
Belpointe Asset Management LLC14,123$1.86M0.11%+20613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,023$1.85M0.05%+1,70013F-HRTimeline
Fairvoy Private Wealth, LLC14,015$1.85M0.49%13F-HRTimeline
First Business Financial Services, Inc.14,013$1.85M0.18%013F-HRTimeline
Avior Wealth Management, LLC13,933$1.84M0.07%-42213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC13,760$1.81M0.6%new13F-HRTimeline
Northstar Advisory Group, LLC13,700$1.81M0.92%+5,12213F-HRTimeline
WEDBUSH SECURITIES INC13,663$1.8M0.06%-27313F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,586$1.79M0.12%new13F-HRTimeline
Crews Bank & Trust13,559$1.79M0.3%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,545$1.78M0.01%-23813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,537$1.78M<0.01%+7,54013F-HR/ATimelineGroup
COLUMBIA ADVISORY PARTNERS LLC13,511$1.78M1.66%-48,77613F-HRTimeline
WORLD EQUITY GROUP, INC.13,512$1.78M0.38%+6,93913F-HRTimeline
Fairfield Financial Advisors, LTD13,492$1.78M0.63%+1,20213F-HRTimeline
Valeo Financial Advisors, LLC13,456$1.77M0.05%-37413F-HRTimeline
Generali Investments, Management Co LLC13,408$1.77M0.46%13F-HRTimeline
Boltwood Capital Management13,301$1.75M0.53%-26113F-HRTimeline
Federation des caisses Desjardins du Qu…13,203$1.74M0.01%+1,76813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,133$1.73M0.04%-22613F-HRTimelineGroup
Janney Capital Management LLC13,054$1.72M0.11%+78613F-HRTimeline
Caprock Group, LLC13,051$1.72M0.06%-4213F-HRTimeline
Northeast Financial Consultants Inc13,041$1.72M0.07%013F-HRTimeline
Arkadios Wealth Advisors12,927$1.7M0.09%+3,34313F-HRTimeline
Richard W. Paul & Associates, LLC12,922$1.7M0.62%-37613F-HRTimeline
HBW ADVISORY SERVICES LLC12,893$1.7M0.17%-6613F-HRTimeline
St. Johns Investment Management Company…12,868$1.7M0.79%-62913F-HRTimeline
Colony Family Offices, LLC12,842$1.69M0.53%013F-HRTimeline
Bank of Marin12,818$1.69M1.34%+25413F-HRTimeline
Polymer Capital Management (HK) LTD12,800$1.69M0.3%+3,30013F-HRTimeline
Bramshill Investments, LLC12,777$1.68M0.26%+8,32713F-HRTimeline
Joseph P. Lucia & Associates, LLC12,775$1.68M0.75%+1,87313F-HRTimeline
Foguth Wealth Management, LLC.11,868$1.67M0.44%+5,15613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,617$1.66M0.14%+12113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,589$1.66M0.1%-3,29613F-HRTimelineGroup
CMG Global Holdings, LLC11,812$1.66M0.91%+9413F-HRTimeline
WESBANCO BANK INC12,533$1.65M0.06%+26713F-HRTimeline
Csenge Advisory Group12,492$1.65M0.09%+24513F-HRTimeline
Modera Wealth Management, LLC12,465$1.64M0.02%-3113F-HRTimeline
Owen LaRue, LLC12,450$1.64M0.86%013F-HRTimeline
D.A. DAVIDSON & CO.12,404$1.63M0.01%+97213F-HRTimeline
Trilogy Capital Inc.12,394$1.63M0.08%-35,45113F-HRTimeline
Marion Wealth Management12,263$1.62M0.43%+14313F-HRTimeline
DELTEC ASSET MANAGEMENT LLC12,250$1.61M0.32%-2,50013F-HRTimeline
Fulcrum Equity Management12,185$1.61M1.59%+3,88013F-HRTimeline
FSA WEALTH PARTNERS, INC.12,108$1.6M0.37%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP12,083$1.59M0.01%-16713F-HRTimelineGroup
IBEX WEALTH ADVISORS12,038$1.59M0.19%new13F-HRTimeline
Parallel Advisors, LLC12,005$1.58M0.04%-2413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,950$1.57M<0.01%+4,81813F-HRTimelineGroup
Redwood Financial Network Corp11,945$1.57M1.17%+68213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,923$1.57M0.09%-5013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC11,903$1.57M0.15%013F-HRTimeline
SOL Capital Management CO11,895$1.57M0.17%013F-HRTimeline
Abbot Financial Management, Inc.11,892$1.57M0.78%+4013F-HRTimeline
Keystone Financial Group11,842$1.56M0.15%+7,23413F-HRTimeline
FIRST MANHATTAN CO. LLC.11,837$1.56M<0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,788$1.55M0.18%-40,71413F-HRTimelineGroup
Crestwood Advisors Group, LLC11,637$1.53M0.03%+2,62913F-HRTimeline
VCI Wealth Management LLC11,588$1.53M0.65%+3,64713F-HR/ATimeline
Successful Portfolios LLC11,449$1.51M1.01%-1813F-HRTimeline
Wilmington Savings Fund Society, FSB11,441$1.51M0.03%-91113F-HRTimeline
McGuire Investment Group, LLC11,385$1.5M0.22%+24413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,364$1.5M0.02%-10,47013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,309$1.49M<0.01%+4,35513F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV10,574$1.49M0.58%13F-HRTimeline
Prime Capital Investment Advisors, LLC11,197$1.48M0.02%+30813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC11,196$1.48M0.25%+4,57113F-HRTimeline
OKABENA INVESTMENT SERVICES INC10,934$1.44M0.4%+66613F-HRTimeline
Nova Wealth Management, Inc.10,865$1.43M1.24%13F-HRTimeline
Glen Eagle Advisors, LLC10,859$1.43M0.24%+28713F-HRTimeline
Good Life Advisors, LLC10,825$1.43M0.1%+2,22813F-HRTimeline
ARS Investment Partners, LLC10,818$1.43M0.13%-14413F-HRTimeline
Windsor Capital Management, LLC10,791$1.42M0.42%-23213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC10,786$1.42M0.18%+55213F-HRTimeline
Laurel Wealth Advisors LLC10,693$1.41M0.22%+30113F-HRTimeline
Brueske Advisory Services, LLC10,645$1.4M1.25%13F-HRTimeline
Pine Valley Investments Ltd Liability Co10,632$1.4M0.09%-1,46513F-HRTimeline
Schonfeld Strategic Advisors LLC10,601$1.4M0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,577$1.39M0.1%+11813F-HRTimeline
Waterway Wealth Management, LLC10,509$1.38M0.61%-7213F-HRTimeline
LongView Wealth Management10,404$1.37M0.42%-10313F-HRTimeline
Laidlaw Wealth Management LLC10,337$1.36M0.59%+24613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,232$1.36M<0.01%+91913F-HRTimelineGroup
MGO ONE SEVEN LLC10,290$1.36M0.05%-5413F-HRTimeline
Orion Porfolio Solutions, LLC10,280$1.35M0.01%-21613F-HRTimeline
Orion Portfolio Solutions, LLC10,280$1.35M0.01%-21613F-HRTimeline
Terra Nova Asset Management LLC10,261$1.35M1.03%+5013F-HRTimeline
Avitas Wealth Management LLC10,251$1.35M0.19%-56913F-HRTimeline
Principle Wealth Partners LLC10,243$1.35M0.09%-9513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV10,204$1.34M0.48%-26813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,110$1.33M<0.01%-2,83813F-HRTimelineGroup
TrinityPoint Wealth, LLC10,101$1.33M0.19%-23613F-HRTimeline
Sandy Spring Bank10,050$1.32M0.05%-6313F-HRTimeline
Wealthfront Advisers LLC9,871$1.3M<0.01%+1,59713F-HR/ATimeline
Beaumont Financial Advisors, LLC9,726$1.28M0.1%-43013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP9,721$1.28M<0.01%-40,22213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.9,679$1.28M0.09%-41313F-HRTimelineGroup
Leslie Global Wealth, LLC9,656$1.27M0.59%+23513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,556$1.26M0.09%+5,00213F-HRTimeline
WESPAC Advisors SoCal, LLC9,478$1.25M0.28%-69,39613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,460$1.25M0.12%+29513F-HRTimelineGroup
Financial Sense Advisors, Inc.9,450$1.25M0.42%-76413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD9,440$1.24M0.99%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,391$1.24M0.12%+1,51313F-HR/ATimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.9,389$1.24M0.01%-2,84913F-HRTimeline
Cushing Capital Partners, LLC9,303$1.23M1.18%13F-HRTimeline
Exchange Capital Management, Inc.9,301$1.23M0.19%-6213F-HRTimeline
Alexis Investment Partners, LLC9,262$1.22M0.6%13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…9,243$1.22M<0.01%+1,67013F-HRTimelineGroup
NewEdge Wealth, LLC9,227$1.22M0.02%-1,17113F-HRTimeline
Gilliland Jeter Wealth Management LLC9,224$1.22M0.41%+413F-HRTimeline
Providence First Trust Co9,216$1.21M0.46%-7,02013F-HRTimeline
First Bancorp, Inc /ME/9,086$1.2M0.82%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC9,032$1.19M0.09%-2,91713F-HRTimeline
Capital Investment Counsel, LLC8,977$1.18M0.2%-2,99013F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,907$1.17M0.06%-23113F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,888$1.17M0.01%+45413F-HRTimeline
Cornerstone National Bank & Trust Co8,865$1.17M0.54%+31713F-HRTimeline
SMART Wealth LLC8,816$1.16M0.41%+2,85513F-HRTimeline
Private Advisory Group LLC8,782$1.16M0.13%013F-HR/ATimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC8,754$1.15M0.33%13F-HRTimeline
ZEGA Investments, LLC8,130$1.15M0.34%13F-HRTimeline
Sava Infond d.o.o.8,560$1.13M0.2%13F-HRTimeline
PRIVATE TRUST CO NA8,559$1.13M0.12%+76013F-HRTimeline
LANDAAS & CO /WI /ADV8,540$1.12M0.31%013F-HRTimeline
ROCKLAND TRUST CO8,489$1.12M0.06%-85213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,458$1.11M0.33%new13F-HRTimeline
TSFG, LLC8,413$1.11M0.23%+28813F-HRTimeline
SAPIENT CAPITAL LLC8,397$1.11M0.02%+1,82713F-HRTimeline
Donald L. Hagan, LLC8,303$1.09M0.57%-5,38013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,225$1.08M0.16%-2613F-HRTimeline
Evanson Asset Management, LLC8,178$1.08M0.07%+9313F-HRTimeline
Bray Capital Advisors8,145$1.07M0.29%-36513F-HRTimeline
Madden Advisory Services, Inc.8,138$1.07M0.5%-3913F-HRTimeline
Activest Wealth Management8,028$1.06M0.3%+2,12313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,019$1.06M0.21%+59713F-HRTimelineGroup
Olistico Wealth, LLC8,013$1.06M0.61%+3213F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…8,000$1.05M0.18%013F-HRTimelineGroup
Focus Financial Network, Inc.7,966$1.05M0.04%-2513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,945$1.05M0.04%-5113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,916$1.04M0.21%+1,37313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,914$1.04M0.02%-6013F-HRTimeline
FAGAN ASSOCIATES, INC.7,903$1.04M0.17%-8313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …7,890$1.04M0.02%013F-HRTimelineGroup
PLIMOTH TRUST CO LLC7,800$1.03M0.26%-17213F-HRTimeline
Worth Asset Management, LLC7,794$1.03M0.55%+1,17313F-HRTimeline
Thomasville National Bank7,780$1.03M0.07%013F-HRTimeline
Glass Jacobson Investment Advisors llc7,726$1.02M0.33%+11113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Roberts Wealth Advisors, LLC7,488$1.01M0.31%+11313F-HRTimeline
Engineers Gate Manager LP7,686$1.01M0.02%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.7,671$1.01M0.93%13F-HRTimeline
Capital Investment Counsel, Inc7,665$1.01M0.15%-42513F-HRTimeline