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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
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,052$270K0.02%+80813F-HRTimelineGroup
Pinnacle Financial Partners Inc2,033$270K0.01%+3113F-HRTimeline
Chicago Partners Investment Group LLC2,028$269K0.01%+1613F-HRTimeline
180 WEALTH ADVISORS, LLC2,040$269K0.04%+18313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,036$268K<0.01%new13F-HRTimelineGroup
Novak & Powell Financial Services, Inc.2,033$268K0.16%+13013F-HRTimeline
Arlington Capital Management, Inc.2,030$267K0.18%+15813F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,027$267K0.21%-25513F-HRTimeline
Bison Wealth, LLC2,026$267K0.06%+7013F-HRTimeline
Montecito Bank & Trust2,025$267K0.05%-36513F-HRTimeline
Baldwin Investment Management, LLC2,020$266K0.03%013F-HRTimeline
GWN SECURITIES INC.1,889$265K0.07%13F-HRTimeline
Cascades Capital Asset Management, LLC2,001$264K0.14%new13F-HRTimeline
Stone Summit Wealth LLC2,000$264K0.09%-513F-HRTimeline
MOTCO1,999$263K0.03%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,998$263K0.16%13F-HRTimeline
Edgestream Partners, L.P.1,993$263K0.01%-13,61513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,985$262K0.04%013F-HRTimeline
Milestone Asset Management Group, LLC1,982$261K0.23%13F-HRTimeline
Centennial Wealth Advisory LLC1,980$261K0.1%-4513F-HRTimeline
Peak Financial Management, Inc.1,975$260K0.08%-7513F-HRTimeline
PARK NATIONAL CORP /OH/1,967$259K0.01%013F-HRTimeline
American State Bank (Iowa)1,966$259K0.16%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,950$257K0.05%-52413F-HRTimeline
Legacy Edge Advisors, LLC1,945$257K0.04%-2513F-HRTimeline
Talisman Wealth Advisors LLC1,941$256K0.27%-21413F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,940$256K0.05%13F-HRTimeline
L & S Advisors Inc1,936$255K0.03%013F-HRTimeline
Stack Financial Management, Inc1,931$254K0.02%+1813F-HRTimeline
IronOak Wealth LLC.1,930$254K0.28%13F-HRTimeline
Narwhal Capital Management1,925$254K0.02%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,906$251K0.03%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,905$251K0.1%-1,10613F-HRTimeline
RWA WEALTH PARTNERS, LLC1,900$250K<0.01%013F-HRTimeline
Crewe Advisors LLC1,898$250K0.03%+113F-HRTimeline
Straight Path Wealth Management1,897$250K0.1%+713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,890$249K<0.01%+9413F-HR/ATimelineGroup
Sage Capital Management, LLC1,889$249K0.13%+913F-HRTimeline
InvesTrust1,885$249K0.07%13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,879$248K+1Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,875$247K0.19%13F-HR/ATimelineGroup
First Command Advisory Services, Inc.1,860$245K<0.01%+26013F-HRTimeline
Fielder Capital Group LLC1,860$245K0.08%013F-HRTimeline
Mission Creek Capital Partners, Inc.1,857$245K0.05%+513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,853$244K0.01%-23813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,853$244K0.01%+25813F-HRTimeline
WealthTrust Axiom LLC1,848$244K0.07%+713F-HRTimeline
Hopwood Financial Services, Inc.1,843$243K0.18%13F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV1,840$242K0.13%013F-HRTimeline
Synergy Financial Group, LTD1,840$242K0.2%013F-HRTimeline
Provident Wealth Management, LLC1,836$242K0.08%-16413F-HRTimeline
AMERIFLEX GROUP, INC.1,742$241K0.11%13F-HRTimeline
Accurate Wealth Management, LLC1,830$240K0.05%new13F-HRTimeline
BIP Wealth, LLC1,809$238K0.02%+23913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,800$237K0.11%-10013F-HRTimeline
Severin Investments, LLC1,792$236K0.24%13F-HRTimeline
Stillwater Wealth Management Group1,792$236K0.21%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,791$236K<0.01%-7313F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP1,790$236K0.05%-5013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,783$235K0.01%+813F-HR/ATimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,781$235K0.08%-5913F-HRTimeline
Rollins Financial Advisors, LLC1,777$234K0.04%+113F-HRTimeline
SevenBridge Financial Group, LLC1,682$233K0.04%013F-HRTimeline
GARRISON POINT ADVISORS, LLC1,769$233K0.11%+1013F-HRTimeline
EWG Elevate Inc.1,766$233K0.07%-32713F-HRTimeline
UMB Bank, n.a.1,761$232K<0.01%-25313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WETZEL INVESTMENT ADVISORS, INC.1,757$232K0.12%+3113F-HRTimeline
Financial Freedom, LLC1,756$231K0.12%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.1,754$231K0.02%013F-HRTimeline
BEARING POINT CAPITAL, LLC1,750$231K0.05%13F-HRTimeline
Birchcreek Wealth Management, LLC1,747$230K0.14%-29113F-HRTimeline
Concorde Asset Management, LLC1,742$230K0.12%-2613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,731$228K0.01%new13F-HRTimelineGroup
MEANS INVESTMENT CO., INC.1,728$228K0.02%-22013F-HRTimeline
WEALTH ALLIANCE, LLC1,725$227K0.03%+9313F-HRTimeline
Prostatis Group LLC1,723$227K0.07%+2113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,719$226K<0.01%-28213F-HRTimeline
BlackDiamond Wealth Management, LLC1,718$226K0.13%-6513F-HRTimeline
Bristlecone Advisors, LLC1,711$225K0.02%013F-HRTimeline
CHAPIN DAVIS, INC.1,663$225K0.07%013F-HRTimeline
Investment Partners Asset Management, I…1,704$225K0.18%013F-HRTimeline
Stolper Co1,697$224K0.07%-2513F-HRTimeline
LOCUST WOOD CAPITAL ADVISERS, LLC1,700$224K0.01%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC1,687$222K0.19%13F-HR/ATimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,687$222K0.01%013F-HRTimeline
CAPITAL ADVISORS INC/OK1,686$222K<0.01%+8913F-HRTimeline
Lifeworks Advisors, LLC1,682$222K0.04%-3513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,678$221K0.04%013F-HRTimeline
Delta Financial Group, Inc.1,680$221K0.05%+8113F-HRTimeline
NFSG Corp1,677$221K0.06%-24713F-HRTimeline
Fort Point Capital Partners LLC1,664$219K0.02%+113F-HRTimeline
Mayflower Financial Advisors, LLC1,664$219K0.03%013F-HRTimeline
Nadler Financial Group, Inc.1,655$218K0.02%013F-HRTimeline
Global Trust Asset Management, LLC1,650$217K0.08%+5013F-HRTimeline
Mattern Wealth Management LLC1,650$217K0.05%013F-HRTimeline
TABLEAUX LLC1,646$217K0.18%13F-HRTimeline
Ausdal Financial Partners, Inc.1,642$216K0.02%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,620$213K0.01%-16613F-HRTimeline
Chris Bulman Inc1,619$213K0.14%-9913F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,612$212K0.07%013F-HRTimeline
SYM FINANCIAL Corp1,602$211K0.03%+17613F-HRTimeline
GDS Wealth Management1,601$211K0.02%-23113F-HRTimeline
Cornerstone Capital, Inc.1,600$211K0.02%-63013F-HRTimeline
L.M. KOHN & COMPANY1,600$211K0.05%+6713F-HRTimeline
Consolidated Portfolio Review Corp1,592$210K0.03%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,592$210K<0.01%013F-HRTimelineGroup
M.E. ALLISON & CO., INC.1,588$209K0.23%13F-HRTimeline
Capitol Family Office, Inc.1,585$209K0.28%013F-HRTimeline
Penobscot Investment Management Company…1,585$209K0.02%-31213F-HRTimeline
FLC Capital Advisors1,576$208K0.05%new13F-HRTimeline
Annex Advisory Services, LLC1,561$206K0.01%013F-HRTimeline
Hoxton Planning & Management, LLC1,560$206K0.08%013F-HRTimeline
Gray Private Wealth, LLC1,559$205K0.12%013F-HRTimeline
Main Street Financial Solutions, LLC1,557$205K0.02%-85213F-HRTimeline
Comprehensive Financial Consultants Ins…1,538$203K0.07%new13F-HRTimeline
N.E.W. Advisory Services LLC1,535$202K0.02%new13F-HRTimeline
First Citizens Financial Corp1,521$200K0.11%+2513F-HRTimeline
Front Row Advisors LLC1,517$200K0.07%013F-HRTimeline
PITTENGER & ANDERSON INC1,510$199K0.01%-10513F-HRTimeline
Friedenthal Financial1,497$197K0.12%-713F-HRTimeline
Caldwell Trust Co1,481$195K0.02%-50913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,455$192K0.04%013F-HRTimeline
LEE DANNER & BASS INC1,409$186K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,401$185K0.01%+9413F-HRTimeline
ORG Partners LLC1,400$185K0.03%+95013F-HRTimeline
Point72 (DIFC) Ltd1,358$179K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,350$178K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co1,343$177K0.06%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,327$175K0.02%+8613F-HRTimelineGroup
Arax Advisory Partners1,306$172K0.01%+76913F-HRTimeline
Byrne Asset Management LLC1,294$170K0.12%+4913F-HRTimeline
HM PAYSON & CO1,269$167K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,258$166K0.03%+2513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,248$164K0.01%new13F-HRTimelineGroup
Paladin Advisory Group, LLC1,246$164K0.13%013F-HRTimeline
SIGNATUREFD, LLC1,239$163K<0.01%-5713F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co1,200$158K0.01%-28,73413F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,191$157K0.04%013F-HRTimeline
United Community Bankin group United Community Bank1,154$152K0.06%013F-HRTimelineGroup
Continuum Advisory, LLC1,151$152K0.02%+6713F-HRTimeline
Community Bank, N.A.1,140$150K0.02%013F-HRTimeline
Beacon Capital Management, LLC1,135$150K0.02%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,096$144K0.01%-5013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,086$143K<0.01%+70313F-HRTimelineGroup
CVA Family Office, LLC1,050$138K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,036$137K<0.01%-213F-HRTimelineGroup
Transcendent Capital Group LLC1,000$132K0.07%013F-HRTimeline
Delos Wealth Advisors, LLC992$131K0.1%-2513F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP950$125K<0.01%013F-HRTimeline
Bangor Savings Bank923$122K0.01%-713F-HRTimeline
VALLEY NATIONAL ADVISERS INC923$121K0.02%+113F-HRTimeline
2UniFi Bank892$118K0.08%13F-HRTimeline
VESTOR CAPITAL, LLC884$116K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV877$116K0.02%-1513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC878$116K0.01%013F-HRTimeline
MilWealth Group LLC869$114K0.03%013F-HRTimeline
LRI Investments, LLC859$113K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC837$111K0.05%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…808$106K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC764$101K0.02%013F-HRTimeline
Copia Wealth Management755$99.5K0.09%13F-HRTimeline
Wood Tarver Financial Group, LLC737$97K0.03%13F-HRTimeline
Plante Moran Financial Advisors, LLC728$96K0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.720$94.9K0.07%13F-HRTimeline
MCF Advisors LLC715$94.2K0.01%+113F-HRTimeline
Manchester Capital Management LLC714$94.1K0.01%013F-HRTimeline
Bollard Group LLC713$94K<0.01%+113F-HRTimeline
Menard Financial Group LLC705$92.9K0.06%new13F-HRTimeline
Sunbelt Securities, Inc.677$89.3K0.01%+22613F-HRTimeline
Aventura Private Wealth, LLC670$88.3K0.05%13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC664$87.4K0.03%+413F-HRTimeline
Horrell Capital Management, Inc.660$87K0.03%+8913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC655$86.3K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.610$80.4K0.04%013F-HRTimeline
Sachetta, LLC610$80.3K0.03%013F-HRTimeline
PSI Advisors, LLC608$80.1K0.02%-34013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC591$77.9K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC585$77.1K0.05%13F-HRTimeline
Indiana Trust & Investment Management Co575$75.8K0.03%-5613F-HRTimeline
DT Investment Partners, LLC574$75.6K0.01%+4613F-HRTimeline
Pacific Center for Financial Services573$75.5K0.02%013F-HRTimeline
Westside Investment Management, Inc.568$74.8K0.02%-20513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …558$73.5K0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.556$73.3K<0.01%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources546$71.9K<0.01%+25013F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP546$71.9K0.02%+12113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department543$71.5K0.02%13F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.536$70.6K0.03%013F-HRTimeline
Tanglewood Legacy Advisors, LLC535$70.5K0.03%013F-HRTimeline
Investors Research Corp504$66.4K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC500$65.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Granite FO LLC500$65.9K0.04%013F-HRTimeline
New Republic Capital, LLC493$65K0.04%013F-HRTimeline
Tidemark, LLC487$64.1K0.02%+313F-HRTimeline
Park Square Financial Group, LLC485$63.9K0.04%13F-HRTimeline
GAMMA Investing LLC479$63.1K0.01%013F-HRTimeline
Princeton Global Asset Management LLC475$62.6K0.01%+15713F-HRTimeline
Grove Bank & Trust475$62.6K0.01%013F-HRTimeline
Roxbury Financial LLC427$61.6K0.06%13F-HRTimeline
Bank of New Hampshire463$61K0.02%013F-HRTimeline