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Disclosery

XLI SELECT SECTOR SPDR TR

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INDL (fund)

1,374 managers (1,390 13F filers) reported a position in XLI shares at 2025-06-30, 134,179,225 shares in all. 139 filers opened a position and 100 filers sold out during the quarter.

Managers
1,374
13F filers
1,390
New
139
Added
453
Reduced
515
Sold out
100
Shares held by filers
134,179,225

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC6,871$1.01M0.09%+4813F-HRTimeline
Smith Salley Wealth Management6,868$1.01M0.06%-4513F-HRTimeline
Financial Insights, Inc.6,851$1.01M0.37%+5013F-HRTimeline
Wealthfront Advisers LLC6,847$1.01M<0.01%-2,97313F-HRTimeline
Game Plan Financial Advisors, LLC6,817$1.01M0.44%-1013F-HRTimeline
Sovran Advisors, LLC6,746$1M0.11%+24313F-HRTimeline
NEVILLE RODIE & SHAW INC6,800$1M0.07%+50013F-HRTimeline
NorthCoast Asset Management LLC6,766$998K<0.01%+3,05213F-HRTimeline
LEUTHOLD GROUP, LLC6,760$997K0.12%+17213F-HRTimeline
Elm Partners Management LLC6,748$995K0.05%+5,01513F-HR/ATimeline
Financial Advocates Investment Manageme…6,742$995K0.08%-15,48413F-HRTimeline
Valmark Advisers, Inc.6,715$991K0.01%+1,03113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,707$989K0.02%-1,20713F-HRTimeline
Kagan Cocozza Asset Management6,689$987K0.76%013F-HRTimeline
Wealthspire Advisors, LLC6,685$986K0.01%+11413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,665$983K<0.01%+31113F-HR/ATimelineGroup
TUDOR INVESTMENT CORP ET AL6,663$983K0.01%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC6,662$983K0.35%-73813F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…6,642$980K0.58%13F-HRTimelineGroup
Focus Financial Network, Inc.6,595$973K0.04%-25613F-HRTimeline
Koshinski Asset Management, Inc.6,592$972K0.07%+53113F-HRTimeline
Fulcrum Equity Management6,584$971K1%-1,63813F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…6,429$971K0.66%-12,78213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,509$960K0.08%+4,41913F-HRTimeline
RATIONAL ADVISORS, INC.6,507$960K0.1%-97913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,500$959K0.01%+1,95213F-HR/ATimelineGroup
COUNTRY CLUB BANK6,499$954K0.06%+1,08113F-HRTimeline
WealthCare Investment Partners, LLC6,353$949K0.34%+3,85713F-HRTimeline
Constitution Capital LLC6,400$944K0.48%+1513F-HRTimeline
Midwestern Financial, LLC /IA6,395$943K0.88%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,380$941K0.06%+2,18013F-HRTimelineGroup
LYNCH & ASSOCIATES/IN6,375$940K0.19%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,342$936K<0.01%-2,61013F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC6,342$936K0.17%-25113F-HRTimeline
SeaCrest Wealth Management, LLC6,339$935K0.1%-26113F-HRTimeline
Private Advisory Group LLC6,304$930K0.09%013F-HRTimeline
SAPIENT CAPITAL LLC6,276$926K0.02%-22613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,982$909K0.03%+58113F-HRTimelineGroup
Financial & Tax Architects, LLC6,145$907K0.22%-17313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,132$905K0.01%-5913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC6,122$903K0.07%-1513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,093$899K0.01%+80013F-HRTimeline
CAPE ANN SAVINGS BANK6,083$897K0.54%+5713F-HRTimeline
Kessler Investment Group, LLC6,072$896K0.37%+7213F-HRTimeline
WORLD EQUITY GROUP, INC.6,067$895K0.24%-69413F-HRTimeline
MKT Advisors LLC6,038$894K0.35%013F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…6,000$885K0.46%+2,00013F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…5,986$883K0.14%-36313F-HRTimeline
Van Cleef Asset Management,Inc5,975$881K0.09%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,955$878K0.16%+10813F-HRTimeline
WEALTHGARDEN F.S. LLC5,735$872K0.72%+25013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC5,867$866K0.14%+4113F-HRTimeline
Tyler-Stone Wealth Management5,852$863K0.14%-1813F-HRTimeline
Aptus Capital Advisors, LLC5,848$863K0.01%-52813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,833$860K0.09%+1,08413F-HRTimelineGroup
PRIVATE TRUST CO NA5,812$857K0.08%-1,46013F-HRTimeline
Venture Visionary Partners LLC5,803$856K0.03%-43913F-HRTimeline
CENTRAL TRUST Co5,801$856K0.02%-94213F-HRTimeline
Riggs Asset Managment Co. Inc.5,776$852K0.21%+16113F-HRTimeline
4WEALTH ADVISORS, INC.5,769$851K0.88%+12513F-HRTimeline
BLB&B Advisors, LLC5,752$849K0.04%-17,01413F-HRTimeline
Activest Wealth Management5,746$848K0.2%-3,42313F-HRTimeline
Ciovacco Capital Management LLC5,741$847K0.46%-38913F-HRTimeline
Hudson Value Partners, LLC5,724$844K0.29%-30613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC5,720$844K0.22%+8213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,565$840K0.08%+113F-HRTimeline
Composition Wealth, LLC5,689$839K0.01%-6,16013F-HRTimeline
PFG Investments, LLC5,684$838K0.05%+66113F-HRTimeline
Patton Albertson Miller Group, LLC5,682$838K0.11%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,656$834K0.25%+33013F-HRTimeline
Clare Market Investments LLC5,632$831K0.18%+2,09113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.5,610$828K0.01%-80013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
INVESTMENT PARTNERS, LTD.5,610$828K0.31%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,607$827K0.09%013F-HRTimelineGroup
Providence Capital Advisors, LLC5,606$827K0.15%+13413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,563$821K0.06%+5813F-HRTimeline
Global Trust Asset Management, LLC5,555$819K0.44%+4,00513F-HRTimeline
Keystone Financial Group5,537$817K0.07%-3,01513F-HRTimeline
Soltis Investment Advisors LLC5,524$815K0.06%-18413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,463$806K0.1%-36213F-HRTimeline
Luminist Capital LLC5,432$804K0.8%+5,07913F-HRTimeline
EVOKE WEALTH, LLC5,430$801K0.02%+3,20013F-HRTimeline
Empower Advisory Group, LLC5,400$797K<0.01%+1,12913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC5,375$793K0.6%-3,98213F-HRTimeline
GPS Wealth Strategies Group, LLC5,364$791K0.09%-27713F-HRTimeline
CONDOR CAPITAL MANAGEMENT5,345$788K0.07%-11913F-HRTimeline
Addison Advisors LLC5,336$787K0.2%013F-HRTimeline
One Capital Management, LLC5,326$786K0.03%+9813F-HRTimeline
HERBST GROUP, LLC5,315$784K0.47%-35313F-HRTimeline
Circle Wealth Management, LLC5,289$780K0.02%-20013F-HRTimeline
Rothschild Wealth LLC5,210$769K0.19%-7013F-HRTimeline
Roehl & Yi Investment Advisors, LLC5,175$763K0.39%013F-HRTimeline
Wolff Financial Management LLC5,159$761K0.2%+313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,150$760K0.03%+50213F-HRTimelineGroup
Worth Financial Advisory Group, LLC5,142$758K0.47%-14913F-HRTimeline
Beaton Management Co. Inc.5,126$756K0.37%013F-HRTimeline
Finward Bancorp5,100$752K0.59%-5813F-HRTimeline
CWA Asset Management Group, LLC5,061$747K0.03%-44213F-HRTimeline
Geneos Wealth Management Inc.5,033$742K0.02%-4,83413F-HRTimeline
J. Goldman & Co LP5,025$741K0.02%new13F-HRTimeline
Ally Invest Advisors Inc.5,015$740K0.06%+13613F-HRTimeline
Point72 Hong Kong Ltd5,000$738K0.05%new13F-HRTimeline
NorthRock Partners, LLC4,979$735K0.02%+1,11913F-HR/ATimeline
Burford Brothers, Inc.4,976$734K0.34%-57113F-HRTimeline
Strategic Financial Concepts, LLC4,957$731K0.1%-96013F-HRTimeline
THEORY FINANCIAL LLC4,800$730K0.28%new13F-HRTimeline
Bricktown Capital, LLC4,933$728K0.13%013F-HRTimeline
Capital Investment Advisory Services, L…4,930$727K0.06%+63113F-HRTimeline
Meridian Wealth Management, LLC4,929$727K0.03%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,906$724K0.14%+24113F-HRTimeline
Simplicity Wealth,LLC4,900$723K0.03%+57013F-HRTimeline
ELCO Management Co., LLC4,880$720K0.38%+1,03013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,856$716K0.11%+23913F-HRTimeline
BAILARD, INC.4,855$716K0.02%+813F-HRTimeline
Belmont Capital, LLC4,852$716K0.11%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC4,843$714K0.13%new13F-HRTimeline
Global Assets Advisory, LLC4,818$713K0.28%-9,63013F-HRTimeline
Meridian Wealth Advisors, LLC4,805$709K0.11%013F-HRTimeline
GWN SECURITIES INC.4,768$707K0.13%-10,32413F-HRTimeline
LeClair Wealth Partners LLC4,750$701K0.48%013F-HRTimeline
Baker Avenue Asset Management, LP4,738$699K0.02%-25813F-HRTimeline
First Citizens Financial Corp4,688$692K0.38%+2,88813F-HRTimeline
Rockingstone Advisors LLC4,665$688K0.36%013F-HRTimeline
MBA Advisors LLC4,663$688K0.32%+29413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,650$686K0.23%+1,88213F-HR/ATimeline
Measured Wealth Private Client Group, L…4,638$684K0.2%-1,95413F-HRTimeline
Watts Gwilliam & Co., LLC4,479$684K0.11%+43513F-HRTimeline
Tyche Wealth Partners LLC4,629$683K0.14%+1,29613F-HRTimeline
Security Financial Services, INC.4,628$683K0.12%013F-HRTimeline
CHICAGO TRUST Co NA4,621$682K0.1%-5813F-HRTimeline
MONTAG & CALDWELL, LLC4,606$679K0.15%-113F-HRTimeline
Lunt Capital Management, Inc.4,598$678K0.26%new13F-HRTimeline
Vertex Planning Partners, LLC4,585$676K0.14%-32513F-HRTimeline
Legacy Capital Group California, Inc.4,575$675K0.19%+76913F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC4,500$664K0.31%013F-HRTimeline
Strategic Blueprint, LLC4,409$650K0.03%+61613F-HRTimeline
Sequent Planning LLC4,407$650K0.21%+94713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,404$650K0.01%-20013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.4,402$649K0.04%-85113F-HRTimeline
Collaborative Wealth Managment Inc.4,373$645K0.28%-1,03813F-HRTimeline
Brick & Kyle, Associates4,279$645K0.29%+413F-HRTimeline
First National Trust Co4,340$640K0.02%-14013F-HRTimeline
VestGen Investment Management4,297$634K0.45%-60013F-HRTimeline
Aviance Capital Partners, LLC4,297$634K0.08%013F-HRTimeline
United Bank4,290$633K0.24%-3,83113F-HRTimeline
Bullock Wealth Management Group4,259$630K0.33%+3413F-HRTimeline
Wealthstar Advisors, LLC4,184$617K0.23%+88913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,136$610K0.06%-1,00213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…4,124$608K<0.01%-8,73113F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT4,121$608K0.16%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,106$606K0.01%-3013F-HRTimeline
Prentice Wealth Management LLC4,100$605K0.16%-16013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,083$602K0.01%+1,35713F-HRTimeline
Greystone Financial Group, LLC4,080$602K0.1%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,071$600K0.02%-1013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC4,052$598K0.01%+1,26313F-HRTimeline
GREAT LAKES ADVISORS, LLC4,040$596K<0.01%-5813F-HRTimeline
Claro Advisors Inc.4,036$595K0.1%-2,27513F-HRTimeline
GSA CAPITAL PARTNERS LLP4,031$595K0.04%-56513F-HRTimeline
City Center Advisors, LLC4,032$595K0.64%-3,81013F-HRTimeline
Solstein Capital, LLC4,030$595K0.31%013F-HRTimeline
Diligent Investors, LLC4,029$594K0.14%-42213F-HRTimeline
Independent Advisor Alliance4,012$592K0.02%new13F-HRTimeline
DUNCKER STREETT & CO INC4,005$591K0.11%+8213F-HRTimeline
GROUP ONE TRADING LLC4,003$591K0.02%-11,76413F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,003$591K0.37%+313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,997$590K0.01%+22713F-HRTimeline
Brown Miller Wealth Management, LLC3,981$587K0.18%013F-HRTimeline
Keel Point, LLC3,978$587K0.04%-7,18313F-HRTimeline
Edgestream Partners, L.P.3,974$586K0.02%+1,49613F-HRTimeline
D.B. Root & Company, LLC3,960$584K0.17%new13F-HRTimeline
INGALLS & SNYDER LLC3,946$582K0.02%-31613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,940$581K0.01%+1,23113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,938$581K0.16%+83313F-HRTimelineGroup
Astoria Portfolio Advisors LLC.3,785$581K0.16%-9213F-HRTimeline
Jackson Hole Capital Partners, LLC3,919$578K0.11%+15613F-HRTimeline
Beacon Financial Advisory LLC3,915$578K0.15%-20113F-HRTimeline
SteelPeak Wealth, LLC3,911$577K0.02%-36313F-HRTimeline
Argent Trust Co3,883$573K0.02%013F-HRTimeline
EPG Wealth Management LLC3,882$573K0.17%+14513F-HRTimeline
Jaffetilchin Investment Partners, LLC3,849$568K0.04%+11513F-HRTimeline
Bernard Wealth Management Corp.3,815$563K0.26%+3,49813F-HRTimeline
Ipsen Advisor Group LLC3,813$562K0.43%+1913F-HRTimeline
Wedmont Private Capital3,750$562K0.02%+6313F-HRTimeline
RPG Investment Advisory, LLC3,802$561K0.07%-3,19213F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.3,800$561K0.15%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,794$560K0.09%+65613F-HRTimeline
Clearstead Advisors, LLC3,762$555K0.01%+2,00213F-HRTimeline
WASHINGTON TRUST Co3,747$553K0.02%+12013F-HRTimeline
American Financial Advisors, LLC3,720$549K0.08%+21213F-HRTimeline
Pekin Hardy Strauss, Inc.3,716$548K0.06%013F-HRTimeline
Avestar Capital, LLC3,707$547K0.04%-10013F-HRTimeline
One Day In July LLC3,688$544K0.05%-4113F-HRTimeline
FNY Investment Advisers, LLC3,690$544K0.23%+2,69013F-HRTimeline
Strategic Advisors LLC3,685$544K0.11%+1013F-HRTimeline
Madison Park Capital Advisors, LLC3,683$543K0.46%-2,83713F-HRTimeline
Evernest Financial Advisors, LLC3,682$543K0.18%-113F-HRTimeline
Allegheny Financial Group3,678$543K0.12%013F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC3,670$541K0.39%-10013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,670$541K0.04%-75013F-HRTimeline