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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
BNC WEALTH MANAGEMENT, LLC15,641$2.05M0.74%+1,88113F-HRTimeline
Realta Investment Advisors15,608$2.05M0.93%-2,46513F-HRTimeline
Fairfield Financial Advisors, LTD15,598$2.04M0.77%+2,10613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC15,589$2.04M1.56%-2813F-HRTimeline
Retireful, LLC15,590$2.03M1.93%new13F-HRTimeline
Provida Pension Fund Administrator15,442$2.02M0.04%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA15,442$2.02M0.01%+94813F-HRTimelineGroup
Capital Advisors, Ltd. LLC15,433$2.02M0.27%-8,25213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…15,347$2.01M0.18%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC15,283$2M1.12%-1,88613F-HR/ATimeline
Fourth Dimension Wealth, LLC15,277$2M0.97%+35013F-HRTimeline
Darwin Wealth Management, LLC15,136$1.99M0.67%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.15,192$1.99M0.58%013F-HRTimeline
J.W. COLE ADVISORS, INC.15,190$1.99M0.06%-37,66813F-HRTimeline
PCG ASSET MANAGEMENT, LLC15,116$1.98M1.85%+5713F-HRTimeline
Rockport Wealth LLC15,053$1.97M0.7%-7,67613F-HRTimeline
Bramshill Investments, LLC15,000$1.97M0.2%+2,22313F-HRTimeline
Parkside Investments, LLC15,000$1.97M0.29%013F-HRTimeline
Perigon Wealth Management, LLC14,980$1.96M0.05%-11,23913F-HRTimeline
Lindbrook Capital, LLC14,915$1.95M0.18%+9,32013F-HRTimeline
RiverGlades Family Offices LLC14,852$1.95M1.4%+1513F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP14,806$1.94M0.17%new13F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC14,708$1.93M0.17%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,652$1.92M-540Timeline
Avior Wealth Management, LLC14,425$1.89M0.07%+49213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp14,360$1.88M0.01%-31,49313F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.14,459$1.88M0.02%+5,07013F-HRTimeline
St. Johns Investment Management Company…14,263$1.87M0.92%+1,39513F-HRTimeline
Prime Capital Investment Advisors, LLC14,206$1.86M0.02%+3,00913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA14,135$1.85M<0.01%-5013F-HR/ATimelineGroup
Wellspring Financial Advisors, LLC14,066$1.84M0.21%-13,98713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,064$1.84M0.05%+4113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,025$1.84M0.21%+8,07013F-HRTimeline
First Business Financial Services, Inc.14,013$1.84M0.18%013F-HRTimeline
Cresta Advisors, Ltd.13,952$1.83M0.95%-86913F-HRTimeline
ZEGA Investments, LLC13,902$1.82M0.54%+5,77213F-HRTimeline
Dorsey & Whitney Trust CO LLC13,803$1.81M0.1%-7,96313F-HRTimeline
Global Assets Advisory, LLC14,448$1.81M0.34%+10,31613F-HRTimeline
WEDBUSH SECURITIES INC13,752$1.8M0.07%+8913F-HRTimeline
Collier Financial13,631$1.79M1.52%new13F-HRTimeline
Dynamic Advisor Solutions LLC13,616$1.78M0.06%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd13,088$1.78M0.33%new13F-HRTimeline
Boltwood Capital Management13,471$1.77M0.54%+17013F-HRTimeline
Valeo Financial Advisors, LLC13,349$1.75M0.05%-10713F-HRTimeline
Crews Bank & Trust13,299$1.74M0.3%-26013F-HRTimeline
Good Life Advisors, LLC13,246$1.74M0.12%+2,42113F-HRTimeline
Northeast Financial Consultants Inc13,041$1.71M0.08%013F-HRTimeline
CFC Planning Co LLC12,981$1.7M1.86%-3,08713F-HR/ATimeline
Caprock Group, LLC12,965$1.7M0.05%-8613F-HRTimeline
D.A. DAVIDSON & CO.12,934$1.7M0.01%+53013F-HRTimeline
Janney Capital Management LLC12,922$1.69M0.12%-13213F-HRTimeline
WESBANCO BANK INC12,883$1.69M0.06%+35013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,860$1.69M0.01%-68513F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…12,855$1.68M<0.01%+3,61213F-HRTimelineGroup
Colony Family Offices, LLC12,842$1.68M0.53%013F-HRTimeline
CMG Global Holdings, LLC13,015$1.68M1.1%+1,20313F-HRTimeline
Orion Porfolio Solutions, LLC12,782$1.68M0.02%+2,50213F-HRTimeline
Orion Portfolio Solutions, LLC12,782$1.68M0.02%+2,50213F-HR/ATimeline
Joseph P. Lucia & Associates, LLC12,763$1.67M0.76%-1213F-HRTimeline
VestGen Advisors, LLC12,714$1.67M0.08%13F-HRTimeline
Abbot Financial Management, Inc.12,479$1.64M0.85%+58713F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd12,400$1.63M2.74%-12,40013F-HRTimelineGroup
Modera Wealth Management, LLC12,364$1.62M0.02%-10113F-HRTimeline
Ensign Peak Advisors, Inc12,358$1.62M<0.01%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC12,353$1.62M0.28%+1,15713F-HRTimeline
HBW ADVISORY SERVICES LLC12,325$1.62M0.23%-56813F-HRTimeline
DELTEC ASSET MANAGEMENT LLC12,250$1.61M0.35%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,139$1.59M0.18%+35113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,995$1.57M<0.01%+68613F-HRTimelineGroup
Parallel Advisors, LLC11,965$1.57M0.04%-4013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,913$1.56M0.09%-1013F-HRTimeline
Marion Wealth Management11,900$1.56M0.42%-36313F-HRTimeline
SOL Capital Management CO11,895$1.56M0.17%013F-HRTimeline
Composition Wealth, LLC11,849$1.55M0.03%+6,40413F-HRTimeline
FIRST MANHATTAN CO. LLC.11,842$1.55M<0.01%+513F-HRTimeline
Moors & Cabot, Inc.11,831$1.55M0.08%+5,86313F-HRTimeline
PROFFITT & GOODSON INC11,816$1.55M0.25%-2,78713F-HRTimeline
Redwood Financial Network Corp11,780$1.54M1.18%-16513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,754$1.54M0.04%-1,37913F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,669$1.53M0.1%-92013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,642$1.53M<0.01%-1,89513F-HRTimelineGroup
McGuire Investment Group, LLC11,583$1.52M0.23%+19813F-HRTimeline
Polymer Capital Management (HK) LTD11,500$1.51M0.26%-1,30013F-HRTimeline
IBEX WEALTH ADVISORS11,495$1.51M0.2%-54313F-HRTimeline
Successful Portfolios LLC11,428$1.5M1.02%-2113F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors11,402$1.49M0.86%+6,90113F-HRTimelineGroup
Crestwood Advisors Group, LLC11,396$1.49M0.03%-24113F-HRTimeline
Keel Point, LLC11,161$1.46M0.11%-8,86113F-HRTimeline
Bedell Frazier Investment Counselling, …11,100$1.45M0.37%-4,15713F-HRTimeline
Laurel Wealth Advisors LLC11,043$1.45M0.23%+35013F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,009$1.44M0.36%+7513F-HRTimeline
Nova Wealth Management, Inc.10,992$1.44M1.24%+12713F-HR/ATimeline
ARS Investment Partners, LLC10,818$1.43M0.13%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV10,927$1.42M0.75%+35313F-HRTimeline
Glen Eagle Advisors, LLC10,850$1.42M0.24%-913F-HRTimeline
Windsor Capital Management, LLC10,798$1.42M0.43%+713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,770$1.41M0.01%-1,31313F-HRTimelineGroup
Donald L. Hagan, LLC10,739$1.41M0.73%+2,43613F-HRTimeline
Wilmington Savings Fund Society, FSB10,724$1.41M0.03%-71713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC10,654$1.4M0.14%-1,24913F-HRTimeline
SMART Wealth LLC10,587$1.39M0.5%+1,77113F-HRTimeline
Capitol Family Office, Inc.10,430$1.37M1.93%+8,84513F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC10,375$1.36M0.1%-20213F-HRTimeline
Terra Nova Asset Management LLC10,311$1.35M1.06%+5013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV10,278$1.35M0.43%+7413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,180$1.33M0.01%+1,29213F-HRTimeline
Coastal Bridge Advisors, LLC10,165$1.33M0.12%new13F-HR/ATimeline
VCI Wealth Management LLC10,157$1.33M0.56%-1,43113F-HRTimeline
Security National Bank10,098$1.32M0.25%new13F-HRTimeline
Financial Sense Advisors, Inc.10,067$1.32M0.38%+61713F-HRTimeline
Alexis Investment Partners, LLC10,076$1.31M0.63%+81413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,984$1.31M0.1%-2,63313F-HRTimeline
Csenge Advisory Group10,430$1.31M0.07%-2,06213F-HRTimeline
Sandy Spring Bank9,937$1.3M0.05%-11313F-HRTimeline
NewEdge Wealth, LLC9,883$1.3M0.02%+65613F-HRTimeline
Geneos Wealth Management Inc.9,867$1.29M0.02%+4,56613F-HRTimeline
Principle Wealth Partners LLC9,857$1.29M0.09%-38613F-HRTimeline
MGO ONE SEVEN LLC9,856$1.29M0.05%-43413F-HRTimeline
Objective Capital Management, LLC9,833$1.29M1.64%-6,49613F-HRTimeline
Wealthfront Advisers LLC9,820$1.29M<0.01%-5113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC9,801$1.28M0.17%-98513F-HRTimeline
Pine Valley Investments Ltd Liability Co9,786$1.28M0.08%-84613F-HRTimeline
Founders Financial Alliance, LLC9,769$1.28M0.31%+5,72013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC9,744$1.28M0.36%+99013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX9,734$1.28M0.34%-6,42213F-HRTimeline
Northstar Advisory Group, LLC9,721$1.27M0.83%-3,97913F-HRTimeline
Gotham Asset Management, LLC9,698$1.27M0.01%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC9,692$1.27M<0.01%new13F-HRTimelineGroup
Leslie Global Wealth, LLC9,661$1.27M0.62%+513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,611$1.26M0.13%+15113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.9,592$1.26M0.09%-8713F-HRTimelineGroup
Aveo Capital Partners, LLC9,320$1.25M0.21%+3,99813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,451$1.24M0.12%+6013F-HR/ATimeline
MAGNOLIA CAPITAL MANAGEMENT LTD9,440$1.24M1.06%013F-HRTimeline
Blue Chip Partners, LLC9,404$1.23M0.11%-7,95613F-HRTimeline
Howard Capital Management Group, LLC9,402$1.23M0.1%+2,90513F-HRTimeline
Capital Investment Counsel, LLC9,397$1.23M0.2%+42013F-HRTimeline
Cushing Capital Partners, LLC9,373$1.23M1.1%+7013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC9,357$1.23M1.06%-4,15413F-HRTimeline
PLIMOTH TRUST CO LLC9,286$1.22M0.32%+1,48613F-HRTimeline
Providence First Trust Co9,216$1.21M0.49%013F-HRTimeline
LANDAAS & CO /WI /ADV9,190$1.21M0.33%+65013F-HRTimeline
Activest Wealth Management9,169$1.2M0.32%+1,14113F-HRTimeline
First Bancorp, Inc /ME/9,086$1.19M0.77%013F-HRTimeline
Beaumont Financial Advisors, LLC9,036$1.18M0.09%-69013F-HRTimeline
Gilliland Jeter Wealth Management LLC9,026$1.18M0.42%-19813F-HRTimeline
Exchange Capital Management, Inc.9,009$1.18M0.19%-29213F-HRTimeline
Black Swift Group, LLC8,820$1.16M0.26%-45,25013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding8,659$1.14M+3,739Timeline
Regal Investment Advisors LLC8,630$1.13M0.09%+3,76413F-HRTimeline
Sava Infond d.o.o.8,580$1.12M0.21%+2013F-HRTimeline
Keystone Financial Group8,552$1.12M0.11%-3,29013F-HRTimeline
LongView Wealth Management8,466$1.11M0.33%-1,93813F-HRTimeline
ROCKLAND TRUST CO8,448$1.11M0.06%-4113F-HRTimeline
Farther Finance Advisors, LLC8,382$1.1M0.03%+1,35413F-HRTimeline
TOWNSQUARE CAPITAL LLC8,423$1.1M0.01%+1,60913F-HRTimeline
TSFG, LLC8,405$1.1M0.23%-813F-HRTimeline
Fulcrum Equity Management8,222$1.08M1.18%-3,96313F-HRTimeline
Evanson Asset Management, LLC8,193$1.07M0.08%+1513F-HRTimeline
United Bank8,121$1.06M0.44%-8,82913F-HRTimeline
Capital Investment Counsel, Inc8,090$1.06M0.16%+42513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,007$1.05M0.03%-1213F-HRTimelineGroup
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…8,000$1.05M0.2%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,952$1.04M<0.01%-1,28013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…7,972$1.04M0.16%-25313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,914$1.04M0.02%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …7,890$1.03M0.02%013F-HRTimelineGroup
FAGAN ASSOCIATES, INC.7,884$1.03M0.17%-1913F-HRTimeline
City Center Advisors, LLC7,842$1.03M1.2%-8,36513F-HRTimeline
ALLIANCEBERNSTEIN L.P.7,815$1.02M<0.01%-50,95713F-HRTimeline
Glass Jacobson Investment Advisors llc7,726$1.02M0.33%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC7,758$1.02M0.04%-18713F-HRTimeline
E&G Advisors, LLC7,743$1.01M0.29%+41513F-HRTimeline
Iyo Bank, Ltd.7,622$999K0.32%new13F-HRTimeline
Thomasville National Bank7,605$997K0.07%-17513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.7,569$992K0.87%-10213F-HRTimeline
Icon Wealth Advisors, LLC7,545$989K0.08%+1,18213F-HRTimeline
RATIONAL ADVISORS, INC.7,486$981K0.1%+3,30713F-HRTimeline
Golden State Wealth Management, LLC7,421$973K0.14%+1,10113F-HR/ATimeline
QUATTRO FINANCIAL ADVISORS LLC7,400$970K0.33%+22113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,371$968K0.09%-2,18513F-HR/ATimeline
Olistico Wealth, LLC7,364$965K0.6%-64913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,337$962K<0.01%+40813F-HRTimelineGroup
WHITTIER TRUST CO7,298$957K0.01%-12413F-HRTimeline
PRIVATE TRUST CO NA7,272$953K0.1%-1,28713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC7,234$948K0.2%+1,15013F-HRTimelineGroup
Roberts Wealth Advisors, LLC7,196$943K0.29%-29213F-HRTimeline
Invst, LLC7,190$942K0.13%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,142$936K0.42%+113F-HRTimeline
Madden Advisory Services, Inc.7,001$918K0.43%-1,13713F-HRTimeline
RPG Investment Advisory, LLC6,994$917K0.07%+3,83713F-HRTimeline
Kovack Advisors, Inc.6,978$915K0.1%+95713F-HRTimeline
Independence Bank of Kentucky6,939$909K0.14%+9313F-HRTimeline
Smith Salley Wealth Management6,913$906K0.06%-7513F-HRTimeline
MONTAG A & ASSOCIATES INC6,909$906K0.05%+9913F-HRTimeline
CALTON & ASSOCIATES, INC.6,902$905K0.21%+84813F-HR/ATimeline
Point Windward Advisors Inc.6,884$902K0.36%+2,49413F-HRTimeline
Focus Financial Network, Inc.6,851$898K0.04%-1,11513F-HRTimeline
Retirement Planning Group, LLC6,849$898K0.04%-16013F-HRTimeline
Game Plan Financial Advisors, LLC6,827$895K0.43%-12513F-HRTimeline