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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
Pekin Hardy Strauss, Inc.3,701$488K0.06%013F-HRTimeline
Strategic Advisors LLC3,700$488K0.09%+35213F-HRTimeline
MOLLER WEALTH PARTNERS3,687$486K0.13%+81813F-HRTimeline
EPG Wealth Management LLC3,680$485K0.13%-1,16613F-HRTimeline
Valmark Advisers, Inc.3,678$485K0.01%+62313F-HRTimeline
Allegheny Financial Group3,678$485K0.12%-13913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,570$484K0.04%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,670$484K0.05%-4213F-HRTimeline
NorthRock Partners, LLC3,654$481K0.02%-27713F-HR/ATimeline
Jaffetilchin Investment Partners, LLC3,648$481K0.03%-7813F-HRTimeline
TRUST POINT INC.3,639$479K0.03%013F-HRTimeline
WEALTHGARDEN F.S. LLC3,625$478K0.45%-1,12113F-HRTimeline
Kaizen Financial Strategies3,584$472K0.27%new13F-HRTimeline
Ledyard National Bank3,579$472K0.04%-16713F-HRTimeline
Strategies Wealth Advisors, LLC3,400$471K0.06%-6713F-HRTimeline
FAS Wealth Partners, Inc.3,568$470K0.04%-36513F-HRTimeline
JNBA Financial Advisors3,562$469K0.05%013F-HRTimeline
Family Firm, Inc.3,561$469K0.1%+1,52513F-HRTimeline
Runnymede Capital Advisors, Inc.3,547$467K0.41%13F-HRTimeline
Simplicity Wealth,LLC3,523$464K0.1%-1,53013F-HRTimeline
Ifrah Financial Services, Inc.3,514$463K0.13%+1,00313F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC3,512$463K0.12%-7513F-HRTimeline
American Financial Advisors, LLC3,512$463K0.07%+1313F-HRTimeline
OBSIDIAN CIO, LLC3,510$463K0.08%+1,69813F-HRTimeline
Elm Partners Management LLC3,504$462K0.03%+1,24413F-HRTimeline
LFA - Lugano Financial Advisors SA3,500$461K0.3%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,493$460K0.04%013F-HRTimeline
InTrack Investment Management Inc3,403$457K0.32%-26113F-HRTimeline
Finley Financial, LLC3,380$457K0.24%13F-HRTimeline
Tyche Wealth Partners LLC3,467$457K0.1%-11013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,422$451K0.08%-113F-HRTimeline
Horizon Wealth Management, LLC3,412$450K0.08%+1,42613F-HRTimeline
Glassman Wealth Services3,402$448K0.08%013F-HRTimeline
Berger Financial Group, Inc3,400$448K0.03%+513F-HRTimeline
Guardian Asset Advisors, LLC3,393$447K0.29%-13513F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…3,371$444K0.05%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,345$441K0.01%-13913F-HRTimeline
Narus Financial Partners, LLC3,327$438K0.15%-1,52413F-HRTimeline
GROUP ONE TRADING LLC3,324$438K0.01%new13F-HR/ATimeline
Chemistry Wealth Management LLC3,324$438K0.1%+113F-HRTimeline
Savvy Advisors, Inc.3,310$436K0.05%+1,58613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3,299$435K0.16%+1513F-HRTimeline
Archford Capital Strategies, LLC3,297$434K0.07%013F-HRTimeline
Acropolis Investment Management, LLC3,288$433K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,275$432K0.01%013F-HRTimeline
Wealthstar Advisors, LLC3,273$431K0.19%13F-HRTimeline
BAILARD, INC.3,266$430K0.01%+18813F-HRTimeline
Legacies Wealth LLC3,229$425K0.33%013F-HRTimeline
Aries Wealth Management3,211$423K0.12%+1,11213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,202$422K<0.01%013F-HRTimelineGroup
Breakwater Capital Group3,196$421K0.08%013F-HRTimeline
American Institute for Advanced Investm…3,182$419K0.31%-35013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,181$419K0.01%new13F-HRTimelineGroup
RPG Investment Advisory, LLC3,157$416K0.06%-813F-HRTimeline
Advyzon Investment Management, LLC3,155$416K0.16%13F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,150$415K0.28%013F-HRTimeline
Northstar Financial Companies, Inc.3,112$410K0.39%13F-HRTimeline
Financial Partners Group, Inc3,107$409K0.06%+96113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,103$409K0.05%+13013F-HRTimelineGroup
Occidental Asset Management, LLC3,077$405K0.06%-90113F-HRTimeline
Elevated Capital Advisors, LLC3,069$404K0.11%-6,90113F-HRTimeline
Legacy Capital Group California, Inc.3,046$401K0.12%+65713F-HRTimeline
Procyon Advisors, LLC3,046$401K0.03%-1,60013F-HRTimeline
Vantage Financial Partners, LLC3,045$401K0.1%-1,91913F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,025$399K0.02%013F-HRTimelineGroup
EQUITABLE TRUST CO3,022$398K0.02%-30013F-HRTimeline
RMR Wealth Builders3,015$397K0.04%+12313F-HR/ATimeline
IAMS WEALTH MANAGEMENT, LLC3,013$397K0.18%+27113F-HRTimeline
Cladis Investment Advisory, LLC3,011$397K0.28%+1,41113F-HRTimeline
WULFF, HANSEN & CO.3,010$397K0.38%-9513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,002$396K0.03%new13F-HR/ATimeline
Northstar Group, Inc.2,999$395K0.07%013F-HRTimeline
FNY Investment Advisers, LLC2,998$395K0.2%new13F-HRTimeline
Waterloo Capital, L.P.2,997$395K0.04%-9313F-HRTimeline
Seelaus Asset Management LLC2,995$395K0.36%+10013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,846$394K0.22%-16513F-HRTimeline
USA FINANCIAL FORMULAS2,992$394K0.06%-56713F-HRTimeline
Provenance Wealth Advisors, LLC2,982$393K0.05%013F-HRTimeline
Mosley Wealth Management2,847$392K0.24%+46613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,962$390K0.06%+24513F-HRTimeline
Arista Wealth Management, LLC2,928$386K0.09%+15113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,924$385K0.01%-36413F-HRTimeline
SIMON QUICK ADVISORS, LLC2,903$382K0.02%+56813F-HRTimeline
FineMark National Bank & Trust2,902$382K0.01%013F-HRTimeline
MWA Asset Management2,901$382K0.25%-4513F-HRTimeline
Washington Trust Bank2,900$382K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Claro Advisors Inc.2,894$381K0.05%-7,74313F-HRTimeline
Gilman Hill Asset Management, LLC2,890$381K0.07%-13513F-HRTimeline
HBK Sorce Advisory LLC2,887$380K0.01%-7313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,887$380K0.05%013F-HRTimeline
Goelzer Investment Management, Inc.2,870$378K0.02%-1013F-HRTimeline
HOWE & RUSLING INC2,854$376K0.03%-31013F-HRTimeline
Flywheel Private Wealth LLC2,848$375K0.34%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,846$375K0.03%new13F-HRTimelineGroup
Garden State Investment Advisory Servic…2,835$375K0.12%-10513F-HRTimeline
Seven Springs Wealth Group, LLC2,826$372K0.14%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,821$372K0.02%-67513F-HRTimeline
HUB Investment Partners, LLC2,813$371K0.02%+68613F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,788$367K0.28%13F-HRTimeline
Core Wealth Partners LLC2,785$367K0.21%+54213F-HRTimeline
NVWM, LLC2,775$366K0.09%+10013F-HRTimeline
WP Advisors, LLC2,760$364K0.12%+1413F-HRTimeline
SWMG, LLC2,586$363K0.14%-7113F-HRTimeline
One Day In July LLC2,742$361K0.04%-213F-HRTimeline
Destiny Wealth Partners, LLC2,735$360K0.06%+7713F-HRTimeline
MMA ASSET MANAGEMENT LLC2,729$360K0.16%-9,45313F-HRTimeline
Tiller Private Wealth, Inc.2,720$358K0.15%+1,16013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,705$356K0.09%-16413F-HRTimelineGroup
MANAGED ASSET PORTFOLIOS, LLC2,704$356K0.05%new13F-HRTimeline
Delta Investment Management, LLC2,696$355K0.07%-7913F-HRTimeline
MGB Wealth Management, LLC2,695$355K0.11%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,673$352K<0.01%-3713F-HRTimeline
Bullock Wealth Management Group2,665$351K0.2%+1,37213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,658$351K<0.01%-40813F-HRTimeline
Councilmark Asset Management, LLC2,650$349K0.23%013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC2,646$349K0.03%-1313F-HRTimeline
Auxano Advisors, LLC2,636$347K0.09%013F-HRTimeline
NorthCoast Asset Management LLC2,633$347K<0.01%+7913F-HR/ATimeline
Astra Wealth Partners LLC2,633$347K0.33%13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,621$345K0.28%+1313F-HRTimeline
CRA Financial Services, LLC2,617$345K0.06%-25113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,587$341K0.01%+10113F-HRTimeline
Tennessee Valley Asset Management Partn…2,577$340K0.06%+35613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,568$338K0.03%013F-HRTimeline
Americana Partners, LLC2,560$337K0.01%+5013F-HRTimeline
BRIGHTON JONES LLC2,558$337K0.01%new13F-HR/ATimeline
IFC Advisors LLC2,539$335K0.07%13F-HRTimeline
Parkside Financial Bank & Trust2,507$330K0.04%+1,38713F-HRTimeline
Berbice Capital Management LLC2,500$329K0.26%13F-HRTimeline
Haverford Trust Co2,498$329K<0.01%-37013F-HRTimeline
Pure Financial Advisors, LLC2,490$328K0.01%+20413F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,488$328K0.15%013F-HRTimeline
VALICENTI ADVISORY SERVICES INC2,478$327K0.08%+71813F-HRTimeline
tru Independence LLC2,479$327K0.1%-1313F-HRTimeline
Eagle Ridge Investment Management2,472$326K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DEARBORN PARTNERS LLC2,465$325K0.01%-5013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,457$324K0.01%013F-HRTimeline
KG Capital Management2,450$323K0.1%-2013F-HRTimeline
Sharkey, Howes & Javer2,450$323K0.05%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,438$321K0.01%new13F-HRTimeline
Sequent Planning LLC2,412$318K0.12%+53813F-HRTimeline
CITY HOLDING CO2,397$316K0.04%+1,49813F-HRTimeline
Ring Mountain Capital, LLC2,384$314K0.21%13F-HRTimeline
Peoples Bank/KS2,379$313K0.22%013F-HRTimeline
Summit X, LLC2,378$313K0.07%+21513F-HRTimeline
MATAURO, LLC2,370$312K0.07%13F-HRTimeline
NorthCrest Asset Manangement, LLC2,365$312K0.01%+18513F-HR/ATimeline
Visionary Wealth Advisors2,358$311K0.02%-17313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,341$308K0.03%-28113F-HRTimeline
Gallacher Capital Management LLC2,322$306K0.15%+45713F-HRTimeline
Oxler Private Wealth LLC2,319$306K0.1%+1213F-HRTimeline
Traynor Capital Management, Inc.2,314$305K0.02%+513F-HRTimeline
Bleakley Financial Group, LLC2,312$305K0.01%+1913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,312$305K0.06%+24313F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group2,307$304K0.04%-39913F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC2,300$303K0.03%013F-HRTimeline
FIRST UNITED BANK & TRUST2,297$303K0.11%-10713F-HRTimeline
ADIRONDACK TRUST CO2,294$302K0.12%-4413F-HRTimeline
TrueWealth Advisors, LLC2,288$301K0.1%+16813F-HRTimeline
Strategic Blueprint, LLC2,283$301K0.02%-75513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…2,276$300K0.05%new13F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC2,260$298K0.01%+75113F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,250$296K0.14%013F-HRTimelineGroup
Verum Partners LLC2,247$296K0.09%+813F-HRTimeline
Waldron Private Wealth LLC2,238$295K0.01%+5513F-HRTimeline
Spartan Planning & Wealth Management2,234$294K0.27%13F-HRTimeline
Mainstream Capital Management LLC2,234$294K0.21%-5713F-HRTimeline
Avantax Planning Partners, Inc.2,232$294K0.01%+57913F-HRTimeline
EVOKE WEALTH, LLC2,230$294K0.01%-15513F-HRTimeline
McKinley Carter Wealth Services, Inc.2,229$294K0.02%-11913F-HRTimeline
GREENLEAF TRUST2,221$293K<0.01%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,219$292K0.13%13F-HRTimeline
ABLE Financial Group, LLC2,217$292K0.09%+1113F-HRTimeline
SVB WEALTH LLC2,213$292K0.01%new13F-HRTimeline
Betterment LLC2,205$291K<0.01%+3713F-HRTimeline
Meridian Financial Advisors, LLC2,200$290K0.2%-60013F-HRTimeline
Compound Planning, Inc.2,198$290K0.01%-1,90413F-HRTimeline
Capital Square, LLC2,045$289K0.16%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,188$288K0.04%new13F-HRTimeline
CWA Asset Management Group, LLC2,185$288K0.01%new13F-HRTimeline
TruWealth Advisors, LLC2,183$288K0.02%+113F-HRTimeline
Westfuller Advisors, LLC2,180$287K0.18%-1613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,163$284K0.02%new13F-HRTimeline
Marcum Wealth, LLC2,140$282K0.02%+113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,123$282K0.06%-37713F-HRTimeline
SMITH, MOORE & CO.2,137$282K0.03%-1213F-HRTimeline
Symphony Financial Services, Inc.2,134$281K0.23%+2713F-HRTimeline
Hudock, Inc.2,133$281K0.05%+1713F-HRTimeline
Whitener Capital Management, Inc.2,126$280K0.08%+8213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,123$280K0.01%013F-HRTimeline
Wealth Watch Advisors, INC2,116$279K0.17%13F-HRTimeline
IAM Advisory, LLC2,115$279K0.07%-1,65713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,112$278K0.11%new13F-HRTimeline
Sebold Capital Management, Inc.2,106$277K0.19%-22213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,100$277K0.12%013F-HRTimeline
Verity & Verity, LLC2,094$276K0.03%-4513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,079$274K0.23%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,981$273K0.02%new13F-HRTimeline
Cornerstone Select Advisors, LLC2,062$272K0.26%13F-HRTimeline
Northwest Financial Advisors2,055$271K0.22%+30413F-HRTimeline