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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
INSIGNEO ADVISORY SERVICES, LLC6,823$894K0.09%+2,09613F-HRTimeline
Financial Insights, Inc.6,801$891K0.35%-2513F-HRTimeline
WORLD EQUITY GROUP, INC.6,761$886K0.25%-6,75113F-HRTimeline
CENTRAL TRUST Co6,743$884K0.02%-6113F-HRTimeline
Kagan Cocozza Asset Management6,689$877K0.72%-12013F-HRTimeline
SeaCrest Wealth Management, LLC6,600$865K0.1%-413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,593$864K0.18%-1,32313F-HRTimeline
Measured Wealth Private Client Group, L…6,592$864K0.28%-14,41013F-HRTimeline
LEUTHOLD GROUP, LLC6,588$863K0.11%-17,03313F-HRTimeline
Worth Asset Management, LLC6,577$862K0.47%-1,21713F-HRTimeline
Wealthspire Advisors, LLC6,571$861K0.01%-36313F-HRTimeline
Quantessence Capital LLC6,562$860K0.22%new13F-HRTimeline
Madison Park Capital Advisors, LLC6,520$855K0.75%-25713F-HRTimeline
SAPIENT CAPITAL LLC6,502$852K0.02%-1,89513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.6,410$840K0.01%new13F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.6,408$840K0.32%-5,70013F-HRTimeline
Constitution Capital LLC6,385$837K0.46%+25013F-HRTimeline
Aptus Capital Advisors, LLC6,376$836K0.01%+51313F-HRTimeline
LYNCH & ASSOCIATES/IN6,375$836K0.18%-7513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,354$833K<0.01%-80313F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,349$832K0.14%+2,97813F-HRTimeline
Generali Investments, Management Co LLC6,320$828K0.24%-7,08813F-HRTimeline
Financial & Tax Architects, LLC6,318$828K0.21%+93813F-HRTimeline
Claro Advisors Inc.6,311$827K0.11%+3,41713F-HRTimeline
Private Advisory Group LLC6,304$826K0.09%-2,47813F-HRTimeline
NEVILLE RODIE & SHAW INC6,300$826K0.06%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,300$826K0.22%+2,05013F-HRTimeline
PKS Advisory Services, LLC6,289$824K0.23%+34013F-HRTimeline
Venture Visionary Partners LLC6,242$818K0.03%+2,40813F-HRTimeline
Sovran Advisors, LLC6,503$815K0.11%+1,41813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,191$811K0.01%+53113F-HRTimeline
NWF Advisory Services Inc.6,144$805K0.11%+16913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC6,137$804K0.06%013F-HRTimeline
Ciovacco Capital Management LLC6,130$804K0.56%-24813F-HRTimeline
Koshinski Asset Management, Inc.6,061$794K0.07%+11013F-HRTimeline
Hudson Value Partners, LLC6,030$790K0.3%+31913F-HRTimeline
CAPE ANN SAVINGS BANK6,026$790K0.5%-6513F-HRTimeline
Gold Investment Management Ltd.6,005$787K0.33%-24313F-HRTimeline
Kessler Investment Group, LLC6,000$786K0.38%-1,30913F-HRTimeline
Van Cleef Asset Management,Inc5,975$783K0.09%013F-HRTimeline
White Pine Investment CO5,970$782K0.21%+1,08513F-HRTimeline
Encompass More Asset Management5,948$780K0.23%+1,35413F-HRTimeline
CenterStar Asset Management, LLC5,926$777K1.12%new13F-HRTimeline
Strategic Financial Concepts, LLC5,917$776K0.15%-26913F-HRTimeline
Tyler-Stone Wealth Management5,870$769K0.14%-213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,847$766K0.15%+7513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC5,826$764K0.14%+27513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,825$763K0.1%013F-HRTimeline
CHOREO, LLC5,799$760K0.01%+1,34913F-HRTimeline
Soltis Investment Advisors LLC5,708$748K0.07%-22313F-HRTimeline
Valmark Advisers, Inc.5,684$745K0.01%+2,00613F-HRTimeline
Patton Albertson Miller Group, LLC5,682$745K0.11%-4513F-HR/ATimeline
HERBST GROUP, LLC5,668$743K0.53%-1513F-HRTimeline
Financial Engines Advisors L.L.C.5,652$741K<0.01%-25013F-HRTimeline
4WEALTH ADVISORS, INC.5,644$740K0.82%-62013F-HRTimeline
GPS Wealth Strategies Group, LLC5,641$739K0.1%+17413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC5,638$739K0.21%+2,12613F-HRTimeline
Riggs Asset Managment Co. Inc.5,615$736K0.21%+17213F-HRTimeline
INVESTMENT PARTNERS, LTD.5,610$735K0.3%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,607$735K0.08%-1,70713F-HRTimelineGroup
Burford Brothers, Inc.5,547$727K0.35%-28413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,505$722K0.06%-50013F-HRTimeline
CWA Asset Management Group, LLC5,503$721K0.03%+3,31813F-HRTimeline
Journey Advisory Group, LLC5,491$720K0.06%-20013F-HRTimeline
Circle Wealth Management, LLC5,489$719K0.02%013F-HRTimeline
WEALTHGARDEN F.S. LLC5,485$719K0.69%+1,86013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,564$718K0.08%-813F-HRTimeline
Providence Capital Advisors, LLC5,472$717K0.15%+16613F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,464$716K0.07%+6813F-HRTimeline
Collaborative Wealth Managment Inc.5,411$709K0.33%-28313F-HRTimeline
MKT Advisors LLC6,038$709K0.33%+18313F-HRTimeline
COUNTRY CLUB BANK5,418$705K0.05%-55613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,401$704K-67,230Timeline
Addison Advisors LLC5,336$699K0.19%-3113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,330$699K<0.01%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC5,326$698K0.27%+3,42113F-HRTimeline
one8zero8, LLC5,311$696K0.16%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,293$694K0.01%-10913F-HRTimeline
Worth Financial Advisory Group, LLC5,291$693K0.44%+5313F-HRTimeline
Rothschild Wealth LLC5,280$692K0.19%-5513F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,253$688K0.03%new13F-HRTimeline
One Capital Management, LLC5,228$685K0.02%+95113F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,175$678K0.37%013F-HRTimeline
Finward Bancorp5,158$676K0.59%+3213F-HRTimeline
Wolff Financial Management LLC5,156$676K0.19%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5,138$673K0.07%-48813F-HRTimeline
Beaton Management Co. Inc.5,126$672K0.35%013F-HRTimeline
PFG Investments, LLC5,023$658K0.04%+1,16813F-HRTimeline
Baker Avenue Asset Management, LP4,996$655K0.02%+58613F-HRTimeline
One Charles Private Wealth Services, LLC4,933$647K0.21%-4513F-HRTimeline
Bricktown Capital, LLC4,933$647K0.12%013F-HRTimeline
Meridian Wealth Management, LLC4,929$646K0.03%-2513F-HRTimeline
Vertex Planning Partners, LLC4,910$644K0.14%-4713F-HRTimeline
VestGen Investment Management4,897$642K0.48%-90013F-HRTimeline
Ally Invest Advisors Inc.4,879$639K0.05%-6713F-HRTimeline
Bellwether Advisors, LLC4,859$637K0.13%-1,36913F-HRTimeline
Belmont Capital, LLC4,852$636K0.11%013F-HRTimeline
BAILARD, INC.4,847$635K0.02%+1,58113F-HRTimeline
Meridian Wealth Advisors, LLC4,805$630K0.11%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,800$629K0.01%+1,01013F-HRTimelineGroup
LeClair Wealth Partners LLC4,750$623K0.45%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,749$622K0.07%+1,64613F-HRTimelineGroup
Cullen Capital Management, LLC4,712$618K0.01%-215,26213F-HRTimeline
Safeguard Financial, LLC4,696$615K0.13%-19413F-HRTimeline
CHICAGO TRUST Co NA4,679$613K0.11%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,665$611K0.13%-2,67113F-HRTimeline
Rockingstone Advisors LLC4,665$611K0.28%+18513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,648$609K0.02%-33213F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC4,633$607K0.04%-4,27413F-HRTimeline
Security Financial Services, INC.4,628$607K0.12%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,617$605K0.1%-39313F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL4,605$604K0.01%-18113F-HRTimeline
MONTAG & CALDWELL, LLC4,607$604K0.14%-4313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,604$603K0.01%-3013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP4,596$602K0.05%-1,06413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,548$596K0.01%-1,22313F-HR/ATimelineGroup
AssuredPartners Investment Advisors, LLC4,543$595K0.11%+1413F-HRTimeline
DIVERSIFIED TRUST CO4,511$591K0.01%new13F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC4,500$590K0.29%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,496$589K0.01%-1,32413F-HRTimelineGroup
First National Trust Co4,480$587K0.02%-17513F-HRTimeline
Diligent Investors, LLC4,451$583K0.14%-2,53313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,420$579K0.05%+75013F-HRTimeline
Onyx Bridge Wealth Group LLC4,405$577K0.08%-96,58513F-HRTimeline
MBA Advisors LLC4,369$573K0.28%-113F-HRTimeline
Hexagon Capital Partners LLC4,358$571K0.11%+1713F-HRTimeline
Simplicity Wealth,LLC4,330$568K0.04%+80713F-HRTimeline
Capital Investment Advisory Services, L…4,299$564K0.05%-2413F-HRTimeline
Aviance Capital Partners, LLC4,297$563K0.08%013F-HRTimeline
Foguth Wealth Management, LLC.4,275$560K0.14%-7,59313F-HRTimeline
SteelPeak Wealth, LLC4,274$560K0.02%-13413F-HRTimeline
Empower Advisory Group, LLC4,271$560K<0.01%-513F-HRTimeline
INGALLS & SNYDER LLC4,262$559K0.02%+55513F-HRTimeline
Prentice Wealth Management LLC4,260$558K0.16%-36513F-HRTimeline
Bullock Wealth Management Group4,225$557K0.31%+1,56013F-HRTimeline
Brick & Kyle, Associates4,275$556K0.26%+9413F-HRTimeline
Brookwood Investment Group LLC4,239$556K0.1%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,200$550K0.04%-2013F-HRTimelineGroup
OBSIDIAN CIO, LLC4,177$547K0.09%+66713F-HRTimeline
SYNOVUS FINANCIAL CORP4,136$542K0.01%-3113F-HRTimeline
AVALON CAPITAL MANAGEMENT4,121$540K0.16%013F-HRTimeline
Beacon Financial Advisory LLC4,116$540K0.16%-6213F-HRTimeline
GREAT LAKES ADVISORS, LLC4,098$537K<0.01%-39,48413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,081$535K0.02%-24813F-HRTimeline
Watts Gwilliam & Co., LLC4,044$530K0.12%+7713F-HRTimeline
Solstein Capital, LLC4,030$528K0.31%013F-HRTimeline
Stonebridge Financial Group, LLC4,015$526K0.06%-13613F-HRTimeline
Crew Capital Management, Ltd4,003$525K0.43%+10813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,000$524K0.36%013F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…4,000$524K0.28%-18,00013F-HRTimelineGroup
Brown Miller Wealth Management, LLC3,981$522K0.18%new13F-HRTimeline
DUNCKER STREETT & CO INC3,923$514K0.1%-14613F-HRTimeline
Argent Trust Co3,883$509K0.02%-20013F-HRTimeline
NorthRock Partners, LLC3,860$506K0.02%+20613F-HRTimeline
ELCO Management Co., LLC3,850$505K0.28%-3,28013F-HRTimeline
Avestar Capital, LLC3,807$499K0.05%-29713F-HRTimeline
BRIGHTON JONES LLC3,806$499K0.02%+1,24813F-HRTimeline
Legacy Capital Group California, Inc.3,806$499K0.17%+76013F-HRTimeline
Ipsen Advisor Group LLC3,794$497K0.43%+1213F-HRTimeline
Strategic Blueprint, LLC3,793$497K0.03%+1,51013F-HRTimeline
Curat Global, LLC3,778$495K0.6%13F-HRTimeline
WNY Asset Management, LLC3,774$495K0.06%-65713F-HRTimeline
True Vision MN LLC3,771$494K0.3%-1,28913F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC3,770$494K0.36%-2513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,770$494K0.01%+813F-HRTimeline
Jackson Hole Capital Partners, LLC3,763$493K0.1%-413F-HRTimeline
Alteri Wealth LLC3,748$491K0.22%-38713F-HRTimeline
EPG Wealth Management LLC3,737$490K0.14%+5713F-HRTimeline
Jaffetilchin Investment Partners, LLC3,734$489K0.04%+8613F-HRTimeline
Astoria Portfolio Advisors LLC.3,877$489K0.17%-1,24213F-HRTimeline
One Day In July LLC3,729$489K0.05%+98713F-HRTimeline
Pekin Hardy Strauss, Inc.3,716$487K0.06%+1513F-HRTimeline
NorthCoast Asset Management LLC3,714$487K<0.01%+1,08113F-HR/ATimeline
CAPE COD FIVE CENTS SAVINGS BANK3,570$484K0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,683$483K0.01%-12213F-HRTimelineGroup
Evernest Financial Advisors, LLC3,683$483K0.17%-8113F-HRTimeline
Allegheny Financial Group3,678$482K0.12%013F-HRTimeline
Strategic Advisors LLC3,675$482K0.09%-2513F-HRTimeline
TRUST POINT INC.3,639$477K0.04%013F-HRTimeline
WASHINGTON TRUST Co3,627$475K0.02%-16913F-HRTimeline
COUNTRY TRUST BANK3,618$474K0.01%-178,97213F-HR/ATimeline
KWB Wealth3,589$473K0.06%new13F-HRTimeline
Richard W. Paul & Associates, LLC3,592$471K0.18%-9,33013F-HRTimeline
MMA ASSET MANAGEMENT LLC3,581$469K0.2%+85213F-HRTimeline
Financial Partners Group, LLC3,576$469K0.2%-2,66213F-HRTimeline
Family Firm, Inc.3,572$468K0.1%+1113F-HRTimeline
Second Half Financial Partners, LLC3,564$467K0.23%new13F-HRTimeline
JNBA Financial Advisors3,562$467K0.05%013F-HRTimeline
Aries Wealth Management3,560$467K0.13%+34913F-HRTimeline
Runnymede Capital Advisors, Inc.3,547$465K0.45%013F-HRTimeline
Clare Market Investments LLC3,541$464K0.12%-27413F-HRTimeline
Manhattan West Asset Management, LLC3,540$464K0.12%-1,16613F-HRTimeline
Wedmont Private Capital3,687$463K0.02%-14513F-HRTimeline
American Financial Advisors, LLC3,508$460K0.07%-413F-HRTimeline
American Institute for Advanced Investm…3,502$459K0.35%+32013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,502$459K0.03%-1,00713F-HRTimelineGroup
LFA - Lugano Financial Advisors SA3,500$459K0.31%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,493$458K0.05%013F-HRTimeline
Procyon Advisors, LLC3,488$457K0.03%+44213F-HRTimeline
Breakwater Capital Group3,464$454K0.08%+26813F-HRTimeline