Skip to content
Disclosery

XLI SELECT SECTOR SPDR TR

Follow

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
Sage Capital Management, LLC1,895$248K0.13%+613F-HRTimeline
Lifeworks Advisors, LLC1,889$248K0.04%+20713F-HRTimeline
Latitude Advisors, LLC1,883$247K0.14%new13F-HRTimeline
Capital Square, LLC1,879$246K0.14%-16613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,877$246K0.2%+213F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding1,874$246K-5Timeline
First Command Advisory Services, Inc.1,860$244K<0.01%013F-HRTimeline
Fielder Capital Group LLC1,860$244K0.07%013F-HRTimeline
Mission Creek Capital Partners, Inc.1,860$244K0.06%+313F-HRTimeline
Intellectus Partners, LLC1,854$243K0.06%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,853$243K0.04%-13213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,852$243K0.01%+23213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,850$242K0.01%+11913F-HRTimelineGroup
WealthTrust Axiom LLC1,848$242K0.07%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC1,847$242K0.17%-18013F-HRTimeline
BIP Wealth, LLC1,847$242K0.02%+3813F-HRTimeline
SVB WEALTH LLC1,835$241K0.01%-37813F-HRTimeline
Synergy Financial Group, LTD1,826$239K0.21%-1413F-HRTimeline
Rossmore Private Capital1,825$239K0.03%new13F-HRTimeline
McAdam, LLC1,824$239K0.01%-3,94013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,818$238K<0.01%new13F-HRTimelineGroup
Straight Path Wealth Management1,804$236K0.1%-9313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,800$236K0.11%013F-HRTimeline
First Citizens Financial Corp1,800$236K0.13%+27913F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,792$235K0.12%+3513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,788$234K0.01%+513F-HRTimeline
LEIGH BALDWIN & CO., LLC1,787$234K0.19%+10013F-HRTimeline
RDA Financial Network1,787$234K0.07%new13F-HRTimeline
SevenBridge Financial Group, LLC1,660$233K0.05%-2213F-HRTimeline
GARRISON POINT ADVISORS, LLC1,769$232K0.11%013F-HRTimeline
UMB Bank, n.a.1,761$231K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC1,760$231K<0.01%-3,00013F-HRTimeline
Avantax Planning Partners, Inc.1,760$231K0.01%-47213F-HRTimeline
Talisman Wealth Advisors LLC1,759$231K0.24%-18213F-HRTimeline
Financial Freedom, LLC1,756$230K0.13%013F-HRTimeline
BEARING POINT CAPITAL, LLC1,750$229K0.05%013F-HRTimeline
Capital Wealth Alliance, LLC1,747$229K0.14%new13F-HRTimeline
Elm Partners Management LLC1,733$227K0.01%-1,77113F-HR/ATimeline
Grant/GrossMendelsohn, LLC1,751$227K0.13%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,715$225K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC1,714$225K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC1,711$224K0.02%013F-HRTimeline
Lifestyle Asset Management, Inc.1,708$224K0.12%new13F-HRTimeline
Birchcreek Wealth Management, LLC1,707$224K0.14%-4013F-HRTimeline
Purkiss Capital Advisors LLC1,707$224K0.17%new13F-HRTimeline
CAPITAL ADVISORS INC/OK1,700$223K<0.01%+1413F-HRTimeline
Prostatis Group LLC1,698$223K0.07%-2513F-HRTimeline
Cornerstone Select Advisors, LLC1,698$223K0.21%-36413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,697$222K<0.01%-74113F-HRTimeline
Stolper Co1,697$222K0.07%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,687$221K0.01%013F-HRTimeline
Evolution Wealth Advisors, LLC1,682$220K0.04%new13F-HRTimeline
Verity & Verity, LLC1,679$220K0.02%-41513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,678$220K0.04%013F-HRTimeline
TABLEAUX LLC1,677$220K0.16%+3113F-HRTimeline
J HAGAN CAPITAL, INC.1,660$219K0.18%13F-HRTimeline
Narus Financial Partners, LLC1,669$219K0.07%-1,65813F-HRTimeline
Mayflower Financial Advisors, LLC1,664$218K0.03%013F-HRTimeline
Westside Investment Management, Inc.1,659$218K0.05%+1,09113F-HRTimeline
Nadler Financial Group, Inc.1,655$217K0.02%013F-HRTimeline
Mattern Wealth Management LLC1,650$216K0.05%013F-HRTimeline
Stillwater Wealth Management Group1,650$216K0.19%-14213F-HRTimeline
NFSG Corp1,648$216K0.05%-2913F-HRTimeline
M.E. ALLISON & CO., INC.1,639$215K0.21%+5113F-HRTimeline
SIGNATUREFD, LLC1,629$214K<0.01%+39013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,622$212K0.04%13F-HRTimeline
Chris Bulman Inc1,619$212K0.13%013F-HRTimeline
Fort Point Capital Partners LLC1,619$212K0.02%-4513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,612$211K0.06%013F-HRTimeline
L.M. KOHN & COMPANY1,602$210K0.05%+213F-HRTimeline
MEANS INVESTMENT CO., INC.1,593$209K0.02%-13513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,592$209K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,589$208K<0.01%+23913F-HRTimelineGroup
Gateway Wealth Partners, LLC1,588$208K0.05%new13F-HRTimeline
Delta Financial Group, Inc.1,549$208K0.05%-13113F-HRTimeline
GenTrust, LLC1,576$207K0.01%new13F-HRTimeline
FLC Capital Advisors1,576$207K0.05%013F-HRTimeline
Capstone Financial Advisors, Inc.1,576$207K0.01%new13F-HRTimeline
Northwest Financial Advisors1,573$206K0.17%-48213F-HRTimeline
Annex Advisory Services, LLC1,571$206K0.01%+1013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,571$206K0.02%+24413F-HRTimelineGroup
Barnes Wealth Management Group, Inc1,568$206K0.13%new13F-HRTimeline
BlackDiamond Wealth Management, LLC1,507$205K0.14%-21113F-HRTimeline
Main Street Financial Solutions, LLC1,561$205K0.02%+413F-HRTimeline
Gray Private Wealth, LLC1,559$204K0.12%013F-HRTimeline
Global Trust Asset Management, LLC1,550$203K0.12%-10013F-HRTimeline
Milestone Asset Management Group, LLC1,540$202K0.18%-44213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,532$201K<0.01%new13F-HRTimeline
Two West Capital Advisors LLC1,595$200K0.17%new13F-HRTimeline
Heritage Trust Co1,526$200K0.02%new13F-HRTimeline
Front Row Advisors LLC1,517$199K0.08%013F-HRTimeline
SYM FINANCIAL Corp1,493$196K0.02%-10913F-HRTimeline
Caldwell Trust Co1,481$194K0.02%013F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co1,479$194K0.04%+27913F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,466$192K0.01%+21813F-HRTimelineGroup
PITTENGER & ANDERSON INC1,450$190K0.01%-6013F-HRTimeline
Byrne Asset Management LLC1,432$188K0.14%+13813F-HRTimeline
Medallion Wealth Advisors, LLC1,418$187K0.09%+58113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,414$185K0.04%-4113F-HRTimeline
HM PAYSON & CO1,366$179K<0.01%+9713F-HRTimeline
Sound Income Strategies, LLC1,362$178K0.01%+94913F-HRTimeline
DAGCO, INC.1,327$174K0.06%new13F-HRTimeline
Missouri Trust & Investment Co1,293$169K0.06%-5013F-HRTimeline
Paladin Advisory Group, LLC1,246$163K0.13%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,240$163K0.01%-81213F-HRTimelineGroup
DT Investment Partners, LLC1,226$161K0.02%+65213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,191$156K0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,160$152K<0.01%-69313F-HRTimeline
Community Bank, N.A.1,140$149K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.1,131$148K0.01%+1,13013F-HRTimeline
CVA Family Office, LLC1,126$148K0.02%+7613F-HRTimeline
LRI Investments, LLC1,110$145K0.01%+25113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,096$144K0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,082$142K0.01%-31913F-HRTimeline
Continuum Advisory, LLC1,055$138K0.02%-9613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,044$136K0.01%new13F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,036$136K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC1,019$134K0.02%-11613F-HRTimeline
FNY Investment Advisers, LLC1,000$131K0.08%-1,99813F-HRTimeline
VALLEY NATIONAL ADVISERS INC999$130K0.02%+7613F-HRTimeline
United Community Bankin group United Community Bank970$127K0.05%-18413F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP950$125K<0.01%013F-HRTimeline
Bangor Savings Bank908$119K0.01%-1513F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…901$118K0.06%+78513F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV897$118K0.02%+2013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC878$115K0.01%013F-HRTimeline
MCF Advisors LLC872$114K0.01%+15713F-HRTimeline
MilWealth Group LLC869$114K0.03%013F-HRTimeline
Roxbury Financial LLC805$110K0.11%+37813F-HRTimeline
Strengthening Families & Communities, L…816$107K0.07%+40213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…808$106K<0.01%013F-HRTimelineGroup
Finley Financial, LLC790$103K0.06%-2,59013F-HRTimeline
Cherry Tree Wealth Management, LLC764$100K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC728$95.5K0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.720$94.4K0.07%013F-HRTimeline
Bollard Group LLC714$94K<0.01%+113F-HRTimeline
Wood Tarver Financial Group, LLC710$93K0.03%-2713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise691$91K<0.01%13F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV692$90.8K0.03%-2,60713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department688$90.2K0.03%+14513F-HRTimelineGroup
Aventura Private Wealth, LLC673$88.2K0.05%+313F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC666$87.2K0.03%+213F-HRTimeline
Horrell Capital Management, Inc.662$86.8K0.04%+213F-HRTimeline
Cloud Capital Management, LLC657$86K0.06%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC655$85.9K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources650$85.2K<0.01%+10413F-HRTimelineGroup
MATHER GROUP, LLC.635$83.2K<0.01%+59313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.610$80K0.04%013F-HRTimeline
Sachetta, LLC610$79.9K0.03%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC603$79K0.01%-8,42913F-HRTimeline
WestEnd Advisors, LLC600$78.6K<0.01%+45913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC591$77.5K<0.01%013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC585$76.7K0.03%013F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding585$76.5K+435Timeline
Indiana Trust & Investment Management Co575$75.4K0.03%013F-HRTimeline
Pacific Center for Financial Services573$75.1K0.02%013F-HRTimeline
Tradewinds Capital Management, LLC571$74.8K0.02%-130,75213F-HRTimeline
VESTOR CAPITAL, LLC568$74K0.01%-31613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …558$73.1K0.01%013F-HRTimelineGroup
Manchester Capital Management LLC557$73K0.01%-15713F-HRTimeline
SBI Securities Co., Ltd.547$71.7K<0.01%-913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.536$70.2K0.03%013F-HRTimeline
Tanglewood Legacy Advisors, LLC535$70.1K0.03%013F-HRTimeline
Investors Research Corp504$66.1K0.01%013F-HRTimeline
Sunbelt Securities, Inc.501$65.7K0.01%-17613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC500$65.5K<0.01%013F-HRTimeline
Granite FO LLC500$65.5K0.04%013F-HRTimeline
New Republic Capital, LLC493$64.6K0.03%013F-HRTimeline
Kiker Wealth Management, LLC480$62.9K0.04%new13F-HRTimeline
GAMMA Investing LLC479$62.8K<0.01%013F-HR/ATimeline
Princeton Global Asset Management LLC476$62.4K0.01%+113F-HRTimeline
Grove Bank & Trust475$62.3K0.01%013F-HRTimeline
PSI Advisors, LLC474$62.1K0.02%-13413F-HRTimeline
Centricity Wealth Management, LLC464$60.8K0.06%+29013F-HRTimeline
Bank of New Hampshire463$60.7K0.02%013F-HRTimeline
Wagner Wealth Management, LLC459$60.1K0.01%+213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…456$59.8K0.01%-80213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…447$58.6K0.02%-36,88213F-HRTimelineGroup
Register Financial Advisors LLC442$58K0.03%+113F-HRTimeline
2UniFi Bank425$57.9K0.04%-46713F-HRTimeline
Private Wealth Asset Management, LLC440$57.7K0.01%13F-HRTimeline
Park Square Financial Group, LLC438$57.4K0.05%-4713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…430$56.4K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC428$56.1K<0.01%013F-HRTimeline
Anchor Investment Management, LLC426$55.8K0.01%013F-HRTimeline
UNION SAVINGS BANK419$54.9K0.03%013F-HRTimeline
Bell Investment Advisors, Inc414$54.3K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA400$52.4K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.400$52.4K0.03%013F-HR/ATimeline
Armor Investment Advisors, LLC381$49.9K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC374$49K<0.01%-3513F-HRTimelineGroup
BOK Financial Private Wealth, Inc.360$47.2K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP356$46.7K<0.01%-3613F-HRTimelineGroup
Luminist Capital LLC353$46.5K0.05%-3,71113F-HRTimeline
Sage Mountain Advisors LLC352$46.1K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.343$45K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.336$44K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC335$43.9K<0.01%+8813F-HRTimeline
Hamilton Point Investment Advisors, LLC333$43.6K0.01%013F-HRTimeline
Archer Investment Corp331$43.4K0.01%+113F-HRTimeline