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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
Peak Financial Management, Inc.1,975$291K0.08%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,973$291K0.11%-11413F-HRTimeline
SMITH, MOORE & CO.1,968$290K0.02%-10213F-HRTimeline
Pinnacle Family Advisors, LLC1,967$290K0.14%new13F-HRTimeline
American State Bank (Iowa)1,966$290K0.16%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,956$289K0.05%+313F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,940$286K0.05%013F-HRTimeline
L & S Advisors Inc1,933$285K0.03%013F-HRTimeline
Narwhal Capital Management1,925$284K0.02%013F-HRTimeline
Capital Square, LLC1,879$282K0.15%013F-HRTimeline
First Command Advisory Services, Inc.1,910$282K<0.01%+5013F-HRTimeline
Prostatis Group LLC1,908$281K0.08%+21013F-HRTimeline
Sage Capital Management, LLC1,900$280K0.13%+513F-HRTimeline
RWA WEALTH PARTNERS, LLC1,900$280K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,900$280K-76,243Timeline
CHILDRESS CAPITAL ADVISORS, LLC1,894$279K0.07%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC1,892$279K0.03%-59013F-HRTimeline
Pure Financial Advisors, LLC1,889$279K<0.01%-2513F-HRTimeline
Mission Creek Capital Partners, Inc.1,888$278K0.06%+2813F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,878$277K0.2%+113F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding1,875$277K+1Timeline
Penobscot Investment Management Company…1,875$277K0.02%new13F-HRTimeline
Fielder Capital Group LLC1,860$274K0.07%013F-HRTimeline
OBSIDIAN CIO, LLC1,858$274K0.04%-2,31913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,852$273K0.01%013F-HRTimeline
WealthTrust Axiom LLC1,848$273K0.08%013F-HRTimeline
Stone Summit Wealth LLC1,845$272K0.08%-14513F-HRTimeline
Purkiss Capital Advisors LLC1,839$271K0.15%+13213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.1,838$271K0.08%-7613F-HRTimeline
BlackDiamond Wealth Management, LLC1,823$270K0.16%+31613F-HRTimeline
Synergy Financial Group, LTD1,826$269K0.2%013F-HRTimeline
Rossmore Private Capital1,825$269K0.03%013F-HRTimeline
Lifeworks Advisors, LLC1,821$269K0.04%-6813F-HRTimeline
Loudon Investment Management, LLC1,820$268K0.15%new13F-HRTimeline
Private Wealth Asset Management, LLC1,810$267K0.04%+1,37013F-HRTimeline
Straight Path Wealth Management1,808$267K0.09%+413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC1,800$266K0.11%013F-HRTimeline
Capital Wealth Alliance, LLC1,800$266K0.14%+5313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,793$265K0.01%+513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,783$263K0.12%-913F-HRTimeline
Acorns Advisers, LLC1,779$262K<0.01%new13F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC1,774$262K0.17%-7313F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,772$261K<0.01%new13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC1,769$261K0.12%013F-HRTimeline
Financial Freedom, LLC1,756$259K0.14%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,753$259K0.04%-10013F-HRTimeline
Gray Private Wealth, LLC1,753$259K0.14%+19413F-HRTimeline
Worth Asset Management, LLC1,736$256K0.13%-4,84113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,723$254K0.01%-28913F-HRTimeline
Two West Capital Advisors LLC1,636$253K0.17%+4113F-HRTimeline
Barnes Wealth Management Group, Inc1,719$253K0.15%+15113F-HRTimeline
Bristlecone Advisors, LLC1,711$252K0.02%013F-HRTimeline
SevenBridge Financial Group, LLC1,660$252K0.04%013F-HRTimeline
Gateway Wealth Partners, LLC1,706$252K0.05%+11813F-HRTimeline
N.E.W. Advisory Services LLC1,703$251K0.02%-76613F-HRTimeline
Telos Capital Management, Inc.1,697$250K0.03%new13F-HRTimeline
McAdam, LLC1,695$250K0.01%-12913F-HRTimeline
Stolper Co1,697$250K0.08%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,687$249K0.01%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest1,687$249K0.17%new13F-HRTimeline
MATAURO, LLC1,685$249K0.05%-1,10613F-HRTimeline
Evolution Wealth Advisors, LLC1,682$248K0.04%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC1,681$248K0.04%new13F-HRTimeline
Verity & Verity, LLC1,679$248K0.02%013F-HRTimeline
Blue Trust, Inc.1,675$247K<0.01%+1,46813F-HRTimeline
Capstone Financial Advisors, Inc.1,671$246K0.01%+9513F-HRTimeline
Talisman Wealth Advisors LLC1,664$245K0.22%-9513F-HRTimeline
Mayflower Financial Advisors, LLC1,664$245K0.03%013F-HRTimeline
Parkside Financial Bank & Trust1,662$245K0.03%-38413F-HRTimeline
ORG Partners LLC1,650$244K0.05%-26413F-HRTimeline
Nadler Financial Group, Inc.1,655$244K0.02%013F-HRTimeline
MATHER GROUP, LLC.1,655$244K<0.01%+1,02013F-HRTimeline
WEALTH ALLIANCE, LLC1,655$244K0.03%new13F-HRTimeline
Missouri Trust & Investment Co1,653$244K0.08%+36013F-HRTimeline
Mattern Wealth Management LLC1,650$243K0.05%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,649$243K<0.01%-4813F-HRTimeline
Visionary Wealth Advisors1,649$243K0.01%-34113F-HRTimeline
M.E. ALLISON & CO., INC.1,639$242K0.19%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,639$242K0.04%-3913F-HRTimeline
Fort Point Capital Partners LLC1,630$241K0.02%+1113F-HRTimeline
Chris Bulman Inc1,619$239K0.14%013F-HRTimeline
Avantax Planning Partners, Inc.1,617$239K0.01%-14313F-HRTimeline
BIP Wealth, LLC1,608$237K0.01%-23913F-HRTimeline
LEIGH BALDWIN & CO., LLC1,600$236K0.16%-18713F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,594$235K0.03%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,592$235K<0.01%013F-HRTimelineGroup
Caldwell Trust Co1,586$234K0.02%+10513F-HRTimeline
TABLEAUX LLC1,577$233K0.13%-10013F-HR/ATimeline
GenTrust, LLC1,576$232K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC1,564$231K0.02%+313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,556$230K0.03%-35013F-HRTimeline
Kaizen Financial Strategies1,552$229K0.12%-57613F-HRTimeline
CAPITAL ADVISORS INC/OK1,550$229K<0.01%-15013F-HRTimeline
Milestone Asset Management Group, LLC1,544$228K0.17%+413F-HRTimeline
Bay Rivers Group1,541$227K0.1%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,537$227K0.01%-31313F-HRTimelineGroup
Heritage Trust Co1,526$225K0.03%013F-HRTimeline
Front Row Advisors LLC1,517$224K0.08%013F-HRTimeline
Mill Creek Capital Advisors, LLC1,516$224K<0.01%new13F-HRTimeline
F/m Investments LLC1,505$222K0.01%new13F-HRTimeline
GRANDFIELD & DODD, LLC1,500$221K0.01%new13F-HRTimeline
Sharp Wealth Advisory, LLC1,500$221K0.14%new13F-HRTimeline
Navis Wealth Advisors, LLC1,500$221K0.19%new13F-HRTimeline
Stonebrook Private Inc.1,500$221K0.05%new13F-HRTimeline
Fiduciary Alliance LLC1,499$221K0.02%new13F-HRTimeline
SYM FINANCIAL Corp1,493$220K0.02%013F-HRTimeline
Total Wealth Planning & Management, Inc.1,491$220K0.19%new13F-HRTimeline
New England Private Wealth Advisors LLC1,443$219K0.03%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,486$219K<0.01%-10313F-HRTimelineGroup
Roundview Capital LLC1,482$219K0.01%new13F-HRTimeline
OPINICUS CAPITAL, INC.1,477$218K0.17%new13F-HRTimeline
Severin Investments, LLC1,474$217K0.2%new13F-HRTimeline
Oliver Luxxe Assets LLC1,470$217K0.04%new13F-HRTimeline
McHugh Group, LLC1,470$217K0.14%new13F-HRTimeline
Birchcreek Wealth Management, LLC1,469$217K0.12%-23813F-HRTimeline
M3 Advisory Group, LLC1,459$215K0.15%new13F-HRTimeline
InvesTrust1,455$215K0.08%new13F-HRTimeline
Insight Advisors, LLC/ PA1,453$214K0.03%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,452$214K0.18%new13F-HRTimeline
PITTENGER & ANDERSON INC1,450$214K0.01%013F-HRTimeline
Byrne Asset Management LLC1,450$214K0.14%+1813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,449$214K0.01%-1713F-HRTimelineGroup
Cornerstone Select Advisors, LLC1,448$214K0.19%-25013F-HRTimeline
Curi Capital, LLC1,445$213K<0.01%-20,07613F-HRTimeline
Invera Wealth Advisors, LLC1,439$212K0.14%new13F-HRTimeline
First Heartland Consultants, Inc.1,425$210K0.02%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,598$209K0.04%-2413F-HRTimeline
Harbour Trust & Investment Management Co1,418$209K0.02%new13F-HRTimeline
Investment Partners Asset Management, I…1,408$208K0.14%new13F-HRTimeline
NFSG Corp1,398$206K0.03%-25013F-HRTimeline
GK Wealth Management LLC1,394$206K0.2%new13F-HRTimeline
GC Wealth Management RIA, LLC1,391$205K0.02%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,390$205K0.02%new13F-HRTimeline
Diversified Portfolios, Inc.1,385$204K0.02%new13F-HRTimeline
Pines Wealth Management, LLC1,363$204K0.07%new13F-HRTimeline
Waterfront Wealth Inc.1,379$203K0.05%new13F-HRTimeline
Autumn Glory Partners, LLC1,377$203K0.1%new13F-HRTimeline
Annex Advisory Services, LLC1,371$202K<0.01%-20013F-HRTimeline
LANARK FINANCIAL, INC.1,370$202K0.02%+23913F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,369$202K0.07%new13F-HRTimeline
KICKSTAND VENTURES, LLC.1,366$202K0.05%new13F-HRTimeline
NCM Capital Management, LLC1,360$201K0.08%new13F-HRTimeline
DAGCO, INC.1,327$196K0.05%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,294$191K0.02%+25013F-HRTimeline
UMB Bank, n.a.1,290$190K<0.01%-47113F-HR/ATimeline
Berkshire Money Management, Inc.1,272$188K0.02%new13F-HRTimeline
HM PAYSON & CO1,269$187K<0.01%-9713F-HRTimeline
SIGNATUREFD, LLC1,244$183K<0.01%-38513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,220$180K0.01%-1,31713F-HRTimelineGroup
Sound Income Strategies, LLC1,201$177K0.01%-16113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,191$176K0.04%013F-HRTimeline
Community Bank, N.A.1,140$168K0.02%013F-HRTimeline
CVA Family Office, LLC1,126$166K0.02%013F-HRTimeline
Beacon Capital Management, LLC1,106$163K0.02%+8713F-HRTimeline
FAS Wealth Partners, Inc.1,105$163K0.01%-2,00013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,096$162K0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,103$160K0.08%-20,70113F-HRTimeline
LRI Investments, LLC1,048$155K0.01%-6213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,036$153K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,011$150K0.06%-40713F-HRTimeline
Delos Wealth Advisors, LLC992$146K0.11%new13F-HRTimeline
United Community Bankin group United Community Bank970$143K0.05%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT958$141K0.01%-12413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP950$140K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC922$136K0.02%-7713F-HRTimeline
Bangor Savings Bank908$134K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC905$134K0.03%+75713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV887$131K0.02%-1013F-HRTimeline
Aventura Private Wealth, LLC888$131K0.06%+21513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC878$130K0.01%013F-HRTimeline
MilWealth Group LLC869$128K0.03%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department838$124K0.04%+15013F-HRTimelineGroup
Strengthening Families & Communities, L…818$121K0.07%+213F-HRTimeline
HEARTLAND ADVISORS INC815$120K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…808$119K<0.01%013F-HRTimelineGroup
Finley Financial, LLC790$117K0.06%013F-HRTimeline
Cherry Tree Wealth Management, LLC764$113K0.03%013F-HRTimeline
Paladin Advisory Group, LLC754$111K0.08%-49213F-HRTimeline
GAMMA Investing LLC729$108K0.01%+25013F-HRTimeline
Plante Moran Financial Advisors, LLC728$107K0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.720$106K0.07%013F-HRTimeline
Roxbury Financial LLC720$106K0.1%-8513F-HRTimeline
Bollard Group LLC715$106K<0.01%+113F-HRTimeline
MCF Advisors LLC716$106K0.01%-15613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV694$102K0.04%+213F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise691$102K<0.01%013F-HRTimelineGroup
Horrell Capital Management, Inc.662$97.7K0.04%013F-HRTimeline
Barnes Dennig Private Wealth Management…656$96.8K0.12%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC655$96.7K0.03%-1113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC655$96.6K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC645$95.2K0.07%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…638$94.1K0.01%+18213F-HRTimeline
DT Investment Partners, LLC630$92.9K0.01%-59613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.610$90K0.04%013F-HRTimeline
Sunbelt Securities, Inc.677$89.2K0.01%+17613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC591$87.2K<0.01%013F-HRTimelineGroup
Covestor Ltd593$87K0.05%+27013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC585$86.3K0.03%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding585$86.2K0Timeline
Indiana Trust & Investment Management Co575$84.8K0.03%013F-HRTimeline