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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
QUATTRO FINANCIAL ADVISORS LLC7,179$1.01M0.26%-2,59813F-HR/ATimeline
WHITTIER TRUST CO7,422$978K0.01%+1113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.7,336$967K0.21%+1,42013F-HRTimeline
E&G Advisors, LLC7,328$966K0.26%+85013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,314$964K0.09%+22813F-HRTimelineGroup
Kessler Investment Group, LLC7,309$963K0.46%+18813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,157$943K<0.01%+1,01413F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.7,141$941K0.4%+313F-HRTimeline
ELCO Management Co., LLC7,130$939K0.49%+1,85013F-HRTimeline
Farther Finance Advisors, LLC7,028$926K0.03%+16713F-HRTimeline
Retirement Planning Group, LLC7,009$923K0.05%+91013F-HRTimeline
Smith Salley Wealth Management6,988$921K0.06%013F-HRTimeline
Diligent Investors, LLC6,984$920K0.21%+9013F-HRTimeline
Game Plan Financial Advisors, LLC6,952$916K0.43%+71013F-HRTimeline
Wealthspire Advisors, LLC6,934$914K0.01%+68213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,929$913K<0.01%+52113F-HRTimelineGroup
Independence Bank of Kentucky6,846$902K0.14%+1,22413F-HRTimeline
Financial Insights, Inc.6,826$899K0.33%-30013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC6,820$899K0.12%-2,31813F-HRTimeline
TOWNSQUARE CAPITAL LLC6,814$898K0.01%+1,41213F-HRTimeline
MONTAG A & ASSOCIATES INC6,810$897K0.04%+69413F-HRTimeline
Kagan Cocozza Asset Management6,809$897K0.74%13F-HRTimeline
CENTRAL TRUST Co6,804$896K0.02%013F-HRTimeline
Madison Park Capital Advisors, LLC6,777$893K0.71%-22,11613F-HRTimeline
SeaCrest Wealth Management, LLC6,604$870K0.09%+59913F-HRTimeline
Howard Capital Management Group, LLC6,497$856K0.06%+35913F-HRTimeline
LYNCH & ASSOCIATES/IN6,450$850K0.18%-7513F-HRTimeline
Ciovacco Capital Management LLC6,378$840K0.48%-19013F-HRTimeline
D.B. Root & Company, LLC6,369$839K0.27%+1413F-HRTimeline
Icon Wealth Advisors, LLC6,363$838K0.07%-7113F-HRTimeline
Golden State Wealth Management, LLC6,320$833K0.12%13F-HRTimeline
NEVILLE RODIE & SHAW INC6,300$830K0.06%+50013F-HRTimeline
4WEALTH ADVISORS, INC.6,264$825K0.84%13F-HRTimeline
Gold Investment Management Ltd.6,248$823K0.35%013F-HRTimeline
Financial Partners Group, LLC6,238$822K0.34%new13F-HRTimeline
Bellwether Advisors, LLC6,228$821K0.15%-102,52013F-HRTimeline
Berkeley Capital Partners, LLC6,212$818K0.23%new13F-HRTimeline
Lionshead Wealth Management, LLC6,190$816K0.59%13F-HRTimeline
Strategic Financial Concepts, LLC6,186$815K0.16%+1,87813F-HR/ATimeline
KANAWHA CAPITAL MANAGEMENT LLC6,137$809K0.06%-5013F-HRTimeline
Constitution Capital LLC6,135$808K0.45%+23013F-HRTimeline
MKT Advisors LLC5,855$807K0.35%+34313F-HRTimeline
CAPE ANN SAVINGS BANK6,091$803K0.47%-45213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,084$802K0.17%+17513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.6,054$798K0.35%new13F-HRTimeline
Kovack Advisors, Inc.6,021$793K0.08%-2413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,005$791K0.06%+48813F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.5,992$790K0.23%-2,75913F-HRTimeline
COUNTRY CLUB BANK5,974$788K0.05%+77213F-HRTimeline
Van Cleef Asset Management,Inc5,975$787K0.09%013F-HRTimeline
NWF Advisory Services Inc.5,975$787K0.12%-13,90213F-HRTimeline
Moors & Cabot, Inc.5,968$786K0.04%-61313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.5,955$785K0.08%-39213F-HRTimeline
Koshinski Asset Management, Inc.5,951$784K0.07%+72413F-HRTimeline
PKS Advisory Services, LLC5,949$784K0.2%13F-HRTimeline
CHARTIST INC /CA/5,941$783K0.41%-9613F-HRTimeline
Soltis Investment Advisors LLC5,931$781K0.07%-413F-HRTimeline
Financial Engines Advisors L.L.C.5,902$778K<0.01%+52613F-HRTimeline
Tyler-Stone Wealth Management5,872$774K0.14%+12613F-HRTimeline
Aptus Capital Advisors, LLC5,863$773K0.01%+2,48313F-HRTimeline
Burford Brothers, Inc.5,831$768K0.38%+22713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,825$768K0.09%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,820$767K0.01%+79613F-HRTimelineGroup
Per Stirling Capital Management, LLC.5,807$765K0.11%-5,15213F-HRTimeline
VestGen Investment Management5,797$764K0.21%-6013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,572$763K0.08%+913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,772$761K0.14%-2513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,771$760K0.01%+2,60613F-HRTimelineGroup
McAdam, LLC5,764$759K0.04%+26513F-HRTimeline
Patton Albertson Miller Group, LLC5,727$755K0.1%013F-HRTimeline
Hudson Value Partners, LLC5,711$753K0.28%+33613F-HRTimeline
Collaborative Wealth Managment Inc.5,694$750K0.34%-24613F-HRTimeline
HERBST GROUP, LLC5,683$749K0.47%+1,67013F-HRTimeline
GSA CAPITAL PARTNERS LLP5,660$746K0.06%-9913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,660$746K0.01%+40113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,634$742K0.2%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5,626$741K0.08%-14813F-HRTimeline
INVESTMENT PARTNERS, LTD.5,610$739K0.3%013F-HRTimeline
Lindbrook Capital, LLC5,595$737K0.07%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC5,551$731K0.12%+15613F-HRTimeline
Pinnacle Family Advisors, LLC5,544$730K0.35%-1,05213F-HRTimeline
Circle Wealth Management, LLC5,489$723K0.02%+1,46413F-HRTimeline
AdvisorNet Financial, Inc5,484$723K0.06%+13513F-HRTimeline
GPS Wealth Strategies Group, LLC5,467$720K0.09%+21513F-HRTimeline
Riggs Asset Managment Co. Inc.5,443$718K0.19%+12713F-HRTimeline
Composition Wealth, LLC5,445$717K0.01%-2,78113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,402$712K0.01%-2513F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,396$711K0.06%-9713F-HRTimeline
Financial & Tax Architects, LLC5,380$709K0.18%+40713F-HRTimeline
Addison Advisors LLC5,367$707K0.2%-6113F-HRTimeline
CX Institutional5,366$707K0.03%-7,49313F-HRTimeline
Rothschild Wealth LLC5,335$703K0.21%-21,48513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,330$702K<0.01%+4,67513F-HRTimelineGroup
Aveo Capital Partners, LLC5,322$701K0.08%+28113F-HRTimeline
one8zero8, LLC5,311$700K0.15%13F-HRTimeline
Providence Capital Advisors, LLC5,306$699K0.14%-18913F-HRTimeline
Geneos Wealth Management Inc.5,301$698K0.02%+2113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,010$697K0.11%+10913F-HRTimeline
Larson Financial Group LLC5,273$695K0.04%+36413F-HRTimeline
Journey Advisory Group, LLC5,691$694K0.08%013F-HRTimeline
Worth Financial Advisory Group, LLC5,238$690K0.42%-25113F-HRTimeline
Astoria Portfolio Advisors LLC.5,119$688K0.25%+1,33913F-HRTimeline
Sovran Advisors, LLC5,085$684K0.1%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,175$682K0.38%13F-HRTimeline
Wolff Financial Management LLC5,156$679K0.19%013F-HRTimeline
Finward Bancorp5,126$675K0.59%13F-HRTimeline
Beaton Management Co. Inc.5,126$675K0.34%013F-HRTimeline
BLB&B Advisors, LLC5,103$672K0.03%+1,97413F-HRTimeline
True Vision MN LLC5,060$667K0.4%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,762$659K0.03%+3,35413F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,980$656K0.02%+3213F-HRTimelineGroup
One Charles Private Wealth Services, LLC4,978$656K0.22%-26213F-HRTimeline
Vertex Planning Partners, LLC4,957$653K0.14%+25013F-HRTimeline
Meridian Wealth Management, LLC4,954$653K0.03%-7613F-HRTimeline
Ally Invest Advisors Inc.4,946$652K0.06%+53213F-HRTimeline
Bricktown Capital, LLC4,933$650K0.14%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding4,920$648K+2,983Timeline
Safeguard Financial, LLC4,890$644K0.14%+1113F-HRTimeline
White Pine Investment CO4,885$644K0.17%new13F-HRTimeline
Regal Investment Advisors LLC4,866$641K0.05%-1,87413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.4,864$641K0.07%+2,64313F-HRTimeline
WMS Partners, LLC4,858$640K0.04%-9413F-HRTimeline
Belmont Capital, LLC4,852$639K0.1%+26413F-HRTimeline
Meridian Wealth Advisors, LLC4,805$633K0.1%-9013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,786$631K0.01%-75113F-HRTimeline
Clearstead Advisors, LLC4,760$627K0.01%+2,93713F-HRTimeline
LeClair Wealth Partners LLC4,750$626K0.42%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,727$623K0.06%-17213F-HRTimeline
Manhattan West Asset Management, LLC4,706$620K0.17%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,689$618K0.01%new13F-HRTimelineGroup
CHICAGO TRUST Co NA4,679$617K0.11%+24413F-HRTimeline
First National Trust Co4,655$613K0.02%+69113F-HRTimeline
MONTAG & CALDWELL, LLC4,650$613K0.13%-3513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,634$611K0.01%+20013F-HRTimelineGroup
Security Financial Services, INC.4,628$610K0.12%013F-HRTimeline
Prentice Wealth Management LLC4,625$609K0.18%-43913F-HRTimeline
Encompass More Asset Management4,594$605K0.2%-5,33813F-HRTimeline
Transform Wealth, LLC4,590$605K0.03%-85513F-HRTimeline
AssuredPartners Investment Advisors, LLC4,529$597K0.12%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,509$594K0.04%+91013F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors4,501$593K0.32%13F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC4,500$593K0.28%013F-HRTimeline
Rockingstone Advisors LLC4,480$590K0.26%-30513F-HRTimeline
CHOREO, LLC4,450$587K0.01%+81913F-HRTimeline
Traction Financial Partners, LLC4,448$586K0.46%013F-HRTimeline
WNY Asset Management, LLC4,431$584K0.07%+84913F-HRTimeline
Baker Avenue Asset Management, LP4,410$581K0.02%-4713F-HRTimeline
SteelPeak Wealth, LLC4,408$581K0.02%-11,40413F-HRTimeline
Point Windward Advisors Inc.4,390$578K0.22%+23013F-HRTimeline
MBA Advisors LLC4,370$576K0.29%+1,40013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,341$572K<0.01%-172,57113F-HRTimelineGroup
Hexagon Capital Partners LLC4,341$572K0.1%+6413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,329$570K0.02%+50213F-HRTimeline
Capital Investment Advisory Services, L…4,323$570K0.05%-1613F-HRTimeline
Aviance Capital Partners, LLC4,297$566K0.08%+613F-HRTimeline
Private Portfolio Partners LLC4,290$565K0.1%+5313F-HRTimeline
One Capital Management, LLC4,277$564K0.02%-2,72813F-HRTimeline
Empower Advisory Group, LLC4,276$563K<0.01%+3613F-HRTimeline
MONETARY MANAGEMENT GROUP INC4,250$560K0.15%+65013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,220$556K0.04%-7,72513F-HRTimelineGroup
Brick & Kyle, Associates4,181$551K0.23%+613F-HRTimeline
RATIONAL ADVISORS, INC.4,179$551K0.05%new13F-HRTimeline
Beacon Financial Advisory LLC4,178$550K0.18%+1513F-HRTimeline
SYNOVUS FINANCIAL CORP4,167$549K0.01%-3,24413F-HRTimeline
Bragg Financial Advisors, Inc4,155$547K0.02%+1,08713F-HRTimeline
Stonebridge Financial Group, LLC4,151$547K0.06%13F-HRTimeline
Alteri Wealth LLC4,135$545K0.15%13F-HRTimeline
AVALON CAPITAL MANAGEMENT4,121$543K0.18%013F-HRTimeline
Global Assets Advisory, LLC4,132$543K0.3%new13F-HRTimeline
Avestar Capital, LLC4,104$541K0.05%+29713F-HRTimeline
Global Financial Private Client, LLC4,093$539K0.2%013F-HRTimeline
Argent Trust Co4,083$538K0.02%+43213F-HRTimeline
STOCK YARDS BANK & TRUST CO4,073$537K0.02%-1,15513F-HRTimeline
DUNCKER STREETT & CO INC4,069$536K0.1%-20013F-HRTimeline
Luminist Capital LLC4,064$535K0.93%13F-HRTimeline
Founders Financial Alliance, LLC4,049$533K0.15%-113F-HRTimeline
Solstein Capital, LLC4,030$531K0.3%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,000$527K0.37%013F-HRTimeline
Watts Gwilliam & Co., LLC3,967$525K0.11%-5413F-HRTimeline
BOKF, NAin group BOKF, NA3,909$513K0.01%-4313F-HRTimelineGroup
Park Edge Advisors, LLC3,895$513K0.15%-12713F-HRTimeline
Crew Capital Management, Ltd3,895$513K0.42%-69013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,857$508K0.23%-1,88913F-HRTimeline
PFG Investments, LLC3,855$508K0.03%+22113F-HRTimeline
Venture Visionary Partners LLC3,834$505K0.02%+3613F-HR/ATimeline
Wedmont Private Capital3,832$503K0.03%+1813F-HRTimeline
Clare Market Investments LLC3,815$503K0.12%+80413F-HRTimeline
Flagship Private Wealth, LLC3,810$502K0.24%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,805$501K0.01%+12213F-HRTimelineGroup
WASHINGTON TRUST Co3,796$500K0.02%-20813F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC3,795$500K0.34%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,790$499K<0.01%new13F-HRTimelineGroup
Ipsen Advisor Group LLC3,782$498K0.43%13F-HRTimeline
Jackson Hole Capital Partners, LLC3,767$496K0.1%+113F-HRTimeline
Evernest Financial Advisors, LLC3,764$496K0.13%-91513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,762$496K0.01%+1413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,761$496K0.27%-24013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,713$489K0.06%+1,38213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.3,708$489K0.16%new13F-HRTimeline
INGALLS & SNYDER LLC3,707$488K0.02%013F-HRTimeline