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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
Garden State Investment Advisory Servic…3,454$454K0.15%+61913F-HRTimeline
Sequent Planning LLC3,460$453K0.16%+1,04813F-HRTimeline
Bragg Financial Advisors, Inc3,455$453K0.02%-70013F-HRTimeline
Guardian Asset Advisors, LLC3,450$452K0.3%+5713F-HRTimeline
Waterway Wealth Management, LLC3,418$448K0.19%-7,09113F-HRTimeline
InTrack Investment Management Inc3,414$447K0.41%+1113F-HRTimeline
Glassman Wealth Services3,402$446K0.07%013F-HRTimeline
Ifrah Financial Services, Inc.3,396$445K0.13%-11813F-HRTimeline
AdvisorNet Financial, Inc3,379$443K0.03%-2,10513F-HRTimeline
Strategies Wealth Advisors, LLC3,376$443K0.05%-2413F-HRTimeline
Berger Financial Group, Inc3,356$440K0.03%-4413F-HRTimeline
Tyche Wealth Partners LLC3,333$437K0.09%-13413F-HRTimeline
Archford Capital Strategies, LLC3,327$436K0.06%+3013F-HRTimeline
Cassaday & Co Wealth Management LLC3,310$434K0.01%-3513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,308$434K0.01%+3313F-HRTimeline
Arax Advisory Partners3,305$433K0.03%+1,99913F-HRTimeline
Waldron Private Wealth LLC3,304$433K0.02%+1,06613F-HRTimeline
Caliber Wealth Management, LLC / KS3,297$432K0.06%13F-HRTimeline
Wealthstar Advisors, LLC3,295$432K0.2%+2213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC3,289$431K0.25%-47213F-HRTimeline
Acropolis Investment Management, LLC3,289$431K0.03%+113F-HRTimeline
Advyzon Investment Management, LLC3,275$429K0.15%+12013F-HRTimeline
Chemistry Wealth Management LLC3,247$426K0.1%-7713F-HRTimeline
Legacies Wealth LLC3,229$423K0.31%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC3,228$423K0.08%-19413F-HRTimeline
Occidental Asset Management, LLC3,226$423K0.06%+14913F-HRTimeline
Financial Partners Group, Inc3,225$423K0.07%+11813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,218$422K0.05%-49513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC3,202$420K<0.01%013F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC3,181$417K0.19%+16813F-HRTimeline
Compound Planning, Inc.3,169$415K0.02%+97113F-HRTimeline
Elevated Capital Advisors, LLC3,165$415K0.12%+9613F-HRTimeline
Creegan & Nassoura Financial Group, LLC3,150$413K0.28%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,138$411K0.07%+17613F-HRTimeline
WESPAC Advisors SoCal, LLC3,108$407K0.11%-6,37013F-HRTimeline
FAS Wealth Partners, Inc.3,105$407K0.03%-46313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,105$407K0.1%+40013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC3,099$406K0.02%+27813F-HRTimeline
Lionshead Wealth Management, LLC3,095$406K0.42%-3,09513F-HRTimeline
BOKF, NAin group BOKF, NA3,084$404K0.01%-82513F-HRTimelineGroup
Ledyard National Bank3,079$404K0.04%-50013F-HRTimeline
Headlands Technologies LLC3,071$403K0.05%new13F-HRTimeline
Cladis Investment Advisory, LLC3,056$401K0.29%+4513F-HRTimeline
Global Financial Private Client, LLC3,051$400K0.15%-1,04213F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,025$396K0.02%013F-HRTimelineGroup
EQUITABLE TRUST CO3,022$396K0.02%013F-HRTimeline
WULFF, HANSEN & CO.3,010$395K0.36%013F-HRTimeline
Northstar Group, Inc.2,999$393K0.06%013F-HRTimeline
Provenance Wealth Advisors, LLC2,982$391K0.06%013F-HRTimeline
Core Wealth Partners LLC2,973$390K0.23%+18813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,965$389K0.02%+1,11213F-HRTimeline
Seelaus Asset Management LLC2,955$387K0.37%-4013F-HRTimeline
Flywheel Private Wealth LLC2,948$386K0.35%+10013F-HRTimeline
RMR Wealth Builders2,916$382K0.04%-9913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,909$381K<0.01%+87313F-HRTimelineGroup
FineMark National Bank & Trust2,902$380K0.01%013F-HRTimeline
Goelzer Investment Management, Inc.2,897$380K0.02%+2713F-HR/ATimeline
Gilman Hill Asset Management, LLC2,890$379K0.07%013F-HRTimeline
Astra Wealth Partners LLC2,890$379K0.36%+25713F-HRTimeline
Waterloo Capital, L.P.2,888$379K0.04%-10913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,887$378K0.05%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,854$374K0.03%+1,10013F-HRTimeline
HOWE & RUSLING INC2,843$373K0.03%-1113F-HRTimeline
Armstrong, Fleming & Moore, Inc2,841$372K0.45%new13F-HRTimeline
MWA Asset Management2,838$372K0.26%-6313F-HRTimeline
MGB Wealth Management, LLC2,829$371K0.13%+13413F-HRTimeline
Seven Springs Wealth Group, LLC2,826$370K0.13%013F-HRTimeline
HBK Sorce Advisory LLC2,811$368K0.01%-7613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,799$367K0.04%-2,06513F-HRTimeline
Transform Wealth, LLC2,796$366K0.02%-1,79413F-HRTimeline
MATAURO, LLC2,791$366K0.07%+42113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,789$366K0.01%+11613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,785$365K0.06%+47313F-HRTimeline
Arista Wealth Management, LLC2,777$364K0.09%-15113F-HRTimeline
NVWM, LLC2,775$364K0.1%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,771$363K0.21%-7513F-HRTimeline
WP Advisors, LLC2,768$363K0.12%+813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,768$363K0.14%-1,08913F-HRTimeline
CRA Financial Services, LLC2,749$360K0.06%+13213F-HRTimeline
Destiny Wealth Partners, LLC2,735$358K0.06%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,726$357K0.01%-19813F-HRTimeline
Northstar Financial Companies, Inc.2,724$357K0.39%-38813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,709$355K0.01%+12213F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC2,704$354K0.05%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,692$353K0.16%+20413F-HRTimeline
USA FINANCIAL FORMULAS2,686$352K0.06%-30613F-HRTimeline
HUB Investment Partners, LLC2,685$352K0.01%-12813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,679$351K<0.01%+2,66813F-HRTimelineGroup
KFA Private Wealth Group, LLC2,670$350K0.12%new13F-HRTimeline
Ausdal Financial Partners, Inc.2,669$350K0.03%+1,02713F-HRTimeline
SIMON QUICK ADVISORS, LLC2,662$349K0.02%-24113F-HRTimeline
Councilmark Asset Management, LLC2,650$347K0.23%013F-HRTimeline
Cascades Capital Asset Management, LLC2,646$347K0.19%+64513F-HRTimeline
Tiller Private Wealth, Inc.2,640$346K0.14%-8013F-HRTimeline
Auxano Advisors, LLC2,636$346K0.09%013F-HRTimeline
Chicago Partners Investment Group LLC2,573$345K0.01%+54513F-HRTimeline
Traction Financial Partners, LLC2,633$345K0.27%-1,81513F-HRTimeline
Delta Investment Management, LLC2,615$343K0.07%-8113F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC2,605$341K0.03%-4113F-HRTimeline
Rappaport Reiches Capital Management, L…2,579$338K0.08%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,568$337K0.03%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,550$334K0.01%new13F-HRTimeline
IFC Advisors LLC2,539$333K0.07%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,537$333K0.02%-2,22513F-HRTimelineGroup
Legacy Edge Advisors, LLC2,527$331K0.05%+58213F-HRTimeline
VALICENTI ADVISORY SERVICES INC2,503$328K0.08%+2513F-HRTimeline
Berbice Capital Management LLC2,500$328K0.28%013F-HRTimeline
Haverford Trust Co2,498$327K<0.01%013F-HRTimeline
tru Independence LLC2,487$326K0.1%+813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC2,482$325K0.04%-4,33813F-HRTimeline
Edgestream Partners, L.P.2,478$325K0.01%+48513F-HRTimeline
N.E.W. Advisory Services LLC2,469$324K0.02%+93413F-HRTimeline
Fingerlakes Wealth Management, Inc.2,467$323K0.28%-15413F-HRTimeline
Summit X, LLC2,458$322K0.07%+8013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,457$322K0.01%013F-HRTimeline
Sharkey, Howes & Javer2,450$321K0.05%013F-HRTimeline
Vantage Financial Partners, LLC2,427$318K0.08%-61813F-HRTimeline
Tennessee Valley Asset Management Partn…2,423$318K0.05%-15413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC2,420$317K0.18%+42213F-HRTimeline
ADIRONDACK TRUST CO2,412$316K0.12%+11813F-HRTimeline
CITY HOLDING CO2,396$314K0.04%-113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,394$314K<0.01%+60313F-HRTimelineGroup
Ring Mountain Capital, LLC2,384$312K0.23%013F-HRTimeline
Peoples Bank/KS2,379$312K0.21%013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,364$310K0.01%-1,70913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,338$306K<0.01%+61913F-HRTimeline
WealthCare Investment Partners, LLC2,496$306K0.13%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,329$305K0.17%+11013F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,300$301K0.03%013F-HRTimeline
Provident Wealth Management, LLC2,300$301K0.1%+46413F-HRTimeline
KG Capital Management2,297$301K0.1%-15313F-HRTimeline
FIRST UNITED BANK & TRUST2,292$300K0.11%-513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,289$300K0.01%+2913F-HR/ATimeline
LEGACY FINANCIAL GROUP, INC.2,283$299K0.1%-1,42513F-HRTimeline
Whitener Capital Management, Inc.2,282$299K0.08%+15613F-HRTimeline
IAM Advisory, LLC2,281$299K0.08%+16613F-HRTimeline
Verum Partners LLC2,252$295K0.08%+513F-HRTimeline
GREENLEAF TRUST2,237$293K<0.01%+1613F-HRTimeline
Westfuller Advisors, LLC2,237$293K0.2%+5713F-HRTimeline
TruWealth Advisors, LLC2,236$293K0.02%+5313F-HRTimeline
Arete Wealth Advisors, LLC2,237$293K0.02%new13F-HRTimeline
Consolidated Portfolio Review Corp2,231$292K0.05%+63913F-HRTimeline
EVOKE WEALTH, LLC2,230$292K0.01%013F-HRTimeline
McKinley Carter Wealth Services, Inc.2,230$292K0.02%+113F-HRTimeline
DEARBORN PARTNERS LLC2,215$290K0.01%-25013F-HRTimeline
Americana Partners, LLC2,213$290K0.01%-34713F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,200$288K0.14%-5013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,188$287K0.04%013F-HRTimeline
180 WEALTH ADVISORS, LLC2,181$286K0.05%+14113F-HRTimeline
Hopwood Financial Services, Inc.2,178$286K0.22%+33513F-HRTimeline
TrueWealth Advisors, LLC2,176$285K0.09%-11213F-HRTimeline
Betterment LLC2,169$284K<0.01%-3613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,165$284K0.03%-17613F-HRTimeline
Meridian Financial Advisors, LLC2,165$284K0.2%-3513F-HRTimeline
Marcum Wealth, LLC2,140$280K0.02%013F-HRTimeline
Stack Financial Management, Inc2,139$280K0.02%+20813F-HRTimeline
Hudock, Inc.2,138$280K0.05%+513F-HRTimeline
Mainstream Capital Management LLC2,131$279K0.22%-10313F-HRTimeline
Kaizen Financial Strategies2,128$279K0.16%-1,45613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,100$275K0.13%013F-HRTimeline
Novak & Powell Financial Services, Inc.2,094$274K0.17%+6113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,090$274K0.02%-7313F-HRTimeline
Sebold Capital Management, Inc.2,089$274K0.18%-1713F-HRTimeline
Centennial Wealth Advisory LLC2,088$274K0.1%+10813F-HRTimeline
Wealth Watch Advisors, INC2,088$274K0.22%-2813F-HRTimeline
Arlington Capital Management, Inc.2,088$274K0.21%+5813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,087$274K0.11%-2513F-HRTimeline
Symphony Financial Services, Inc.2,085$273K0.18%-4913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,079$272K0.21%013F-HRTimeline
SMITH, MOORE & CO.2,070$271K0.03%-6713F-HRTimeline
SWMG, LLC2,093$270K0.11%-49313F-HRTimeline
Well Done, LLC2,039$269K0.05%new13F-HRTimeline
Parkside Financial Bank & Trust2,046$268K0.03%-46113F-HRTimeline
Horizon Wealth Management, LLC2,035$267K0.04%-1,37713F-HRTimeline
Alpha Cubed Investments, LLC2,029$266K0.01%new13F-HRTimeline
Baldwin Investment Management, LLC2,020$265K0.03%013F-HRTimeline
Oxler Private Wealth LLC2,020$265K0.09%-29913F-HRTimeline
Traynor Capital Management, Inc.2,019$265K0.02%-29513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,012$264K0.01%-11113F-HRTimeline
MOTCO1,999$262K0.03%013F-HRTimeline
Visionary Wealth Advisors1,990$261K0.02%-36813F-HRTimeline
Stone Summit Wealth LLC1,990$261K0.09%-1013F-HRTimeline
Gibbs Wealth Management1,976$259K0.06%new13F-HRTimeline
Peak Financial Management, Inc.1,975$259K0.08%013F-HRTimeline
PARK NATIONAL CORP /OH/1,967$258K0.01%013F-HRTimeline
American State Bank (Iowa)1,966$258K0.16%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,953$256K0.05%+313F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,940$254K0.05%013F-HRTimeline
L & S Advisors Inc1,933$253K0.03%-313F-HRTimeline
Narwhal Capital Management1,925$252K0.02%013F-HRTimeline
ORG Partners LLC1,914$252K0.06%+51413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,914$251K0.08%+13313F-HRTimeline
Pure Financial Advisors, LLC1,914$251K0.01%-57613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,906$250K0.03%013F-HRTimeline
Savvy Advisors, Inc.1,904$250K0.03%-1,40613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,124$249K0.06%+113F-HRTimeline
Montecito Bank & Trust1,900$249K0.04%-12513F-HRTimeline
RWA WEALTH PARTNERS, LLC1,900$249K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,900$249K<0.01%+81413F-HRTimelineGroup
Gallacher Capital Management LLC1,897$249K0.12%-42513F-HRTimeline