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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
Lowe Wealth Advisors, LLC460$60.6K0.03%+36013F-HRTimeline
Wagner Wealth Management, LLC457$60.2K0.02%+213F-HRTimeline
Van Hulzen Asset Management, LLC455$60K<0.01%new13F-HRTimeline
Luken Investment Analytics, LLC450$59.3K0.03%+30013F-HRTimeline
Register Financial Advisors LLC441$58.1K0.03%+4113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…430$56.7K<0.01%013F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC428$56.4K<0.01%-5013F-HRTimeline
Anchor Investment Management, LLC426$56.1K0.01%+3813F-HRTimeline
UNION SAVINGS BANK419$55.2K0.03%013F-HRTimeline
Strengthening Families & Communities, L…414$55K0.03%+213F-HRTimeline
Bell Investment Advisors, Inc414$54.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC413$54.4K<0.01%+10313F-HRTimeline
Coppell Advisory Solutions LLC411$54.2K0.01%+1813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC409$53.9K<0.01%+3513F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT400$53K<0.01%-1,00013F-HR/ATimeline
Covestor Ltd400$53K0.03%-27613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA400$52.7K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.400$52.7K0.02%13F-HRTimeline
Caitlin John, LLC399$52.6K0.04%+513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP392$51.6K<0.01%013F-HRTimelineGroup
Armor Investment Advisors, LLC381$50.2K0.02%013F-HRTimeline
PFG Private Wealth Management, LLC362$47.7K0.03%new13F-HRTimeline
BOK Financial Private Wealth, Inc.360$47.4K<0.01%new13F-HRTimeline
Sage Mountain Advisors LLC352$46.4K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.343$45.2K0.02%-613F-HRTimeline
Pinnacle Bancorp, Inc.336$44.3K0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC333$43.9K0.01%013F-HRTimeline
Archer Investment Corp330$43.5K0.01%+113F-HRTimeline
Bernard Wealth Management Corp.317$41.8K0.02%13F-HR/ATimeline
Operose Advisors LLC306$40.3K0.01%013F-HRTimeline
Truvestments Capital LLC305$40.2K0.01%-3813F-HRTimeline
Orion Capital Management LLC301$39.7K0.02%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC300$39.5K0.01%new13F-HRTimeline
Davis Capital Management279$36.8K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.273$36K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC266$35K<0.01%+7613F-HRTimeline
Sugarloaf Wealth Management, LLC257$33.9K0.01%-7313F-HRTimeline
Murphy & Mullick Capital Management Corp251$33.1K0.03%13F-HRTimeline
Legacy Bridge, LLC250$32.9K0.02%013F-HRTimeline
Key Financial Inc250$32.9K0.01%+5813F-HRTimeline
ROTHSCHILD INVESTMENT LLC247$32.5K<0.01%+113F-HRTimeline
DecisionPoint Financial, LLC243$32K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.235$31K0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …224$29.5K<0.01%013F-HRTimelineGroup
HEARTLAND ADVISORS INC221$29.1K<0.01%new13F-HRTimeline
Park Place Capital Corp220$29K0.01%-35513F-HRTimeline
Pathway Financial Advisers, LLC220$28.9K0.01%+113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC215$28.3K0.01%013F-HRTimeline
Avion Wealth219$28K0.01%-98413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC212$28K<0.01%+5413F-HRTimelineGroup
Hemington Wealth Management210$27K0.01%013F-HRTimeline
Synergy Investment Management, LLC205$26.9K0.01%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC204$26.9K<0.01%-1,00013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC200$26.4K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC200$26.4K<0.01%-39313F-HRTimeline
FSA Wealth Management LLC200$26.4K0.01%013F-HRTimeline
Ransom Advisory, Ltd200$26.4K0.01%+10013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC196$25.8K0.01%013F-HRTimeline
Transce3nd, LLC192$25.3K0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC192$25.3K0.01%013F-HRTimeline
Founders Capital Management186$24.6K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC185$24.4K0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC179$23K0.02%-59713F-HRTimeline
MassMutual Private Wealth & Trust, FSB174$22.9K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC174$22.9K0.02%13F-HRTimeline
Main Street Group, LTD173$22.8K0.01%013F-HRTimeline
Winch Advisory Services, LLC168$22.1K0.01%+113F-HRTimeline
Householder Group Estate & Retirement S…173$22K0.02%-2,13013F-HRTimeline
Center for Financial Planning, Inc.165$21.7K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.160$21.1K0.01%13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors150$19.8K<0.01%013F-HRTimelineGroup
Pacifica Partners Inc.150$19.7K0.01%013F-HRTimeline
WestEnd Advisors, LLC141$18.6K<0.01%-18913F-HRTimeline
STEPH & CO139$18.3K0.01%013F-HRTimeline
Versant Capital Management, Inc136$17.9K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.134$17.7K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC130$17.6K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC130$17.1K0.01%013F-HRTimeline
Hartford Financial Management Inc.126$16.6K<0.01%013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…116$15.3K<0.01%-75413F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.116$15.3K0.02%13F-HRTimeline
MTM Investment Management, LLC115$15.2K0.01%013F-HRTimeline
First PREMIER Bank114$15K<0.01%+2313F-HRTimeline
Morling Financial Advisors, LLC107$14.1K<0.01%new13F-HRTimeline
Piscataqua Savings Bank106$14K0.01%013F-HRTimeline
Biltmore Family Office, LLC100$13.2K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC100$13.2K<0.01%013F-HRTimeline
JDM Financial Group LLC100$13.2K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC100$13.2K0.01%013F-HRTimeline
Ulland Investment Advisors, LLC100$13K0.01%+7513F-HRTimeline
Signature Resources Capital Management,…95$12.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners91$12K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.90$11.9K<0.01%-20213F-HR/ATimeline
Bogart Wealth, LLC88$11.6K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC81$10.7K<0.01%013F-HRTimeline
Abound Wealth Management79$10.4K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC79$10.4K<0.01%013F-HR/ATimeline
OAKWORTH CAPITAL, INC.78$10.3K<0.01%013F-HRTimeline
Modus Advisors, LLC76$10K<0.01%new13F-HRTimeline
McClarren Financial Advisors, Inc.77$10K0.03%013F-HRTimeline
PFS Partners, LLC75$9.89K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC75$9.88K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC71$9.36K<0.01%-6213F-HRTimeline
Smithfield Trust Co71$9K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.63$8.39K<0.01%013F-HRTimeline
Northwest Capital Management Inc61$8.04K<0.01%013F-HRTimeline
Rakuten Securities, Inc.61$8.04K<0.01%+513F-HRTimeline
SRH ADVISORS, LLC60$7.91K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.57$7.51K<0.01%013F-HRTimeline
City State Bank55$7.25K<0.01%013F-HRTimeline
North Star Investment Management Corp.54$7.12K<0.01%new13F-HRTimeline
Eukles Asset Management54$7.12K<0.01%013F-HRTimeline
REAP Financial Group, LLC53$6.98K<0.01%-1413F-HRTimeline
Brooklyn Investment Group51$6.72K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.50$6.59K<0.01%013F-HRTimeline
Citizens National Bank Trust Department50$6.59K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…50$6.59K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC50$6.59K<0.01%13F-HRTimeline
Clearstead Trust, LLC49$6.46K<0.01%-10,04313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding47$6.19K-51Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …46$6.06K<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.46$6.06K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.45$5.87K0.01%13F-HRTimeline
Millstone Evans Group, LLC43$5.67K<0.01%13F-HRTimeline
MATHER GROUP, LLC.42$5.53K<0.01%+1113F-HRTimeline
Atala Financial Inc40$5.27K<0.01%13F-HRTimeline
Zions Bancorporation, N.A.39$5.14K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.39$5.11K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.41$5K<0.01%+3113F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC40$5K<0.01%013F-HRTimeline
Coston, McIsaac & Partners39$5K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc37$4.88K<0.01%013F-HRTimeline
Morse Asset Management, Inc35$4.61K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…34$4.46K<0.01%13F-HRTimeline
North Ridge Wealth Advisors, Inc.31$4.08K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC27$3.71K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$3.71K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC26$3.48K<0.01%-213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC26$3.36K<0.01%+113F-HRTimeline
WealthTrak Capital Management LLC24$3.16K<0.01%13F-HRTimeline
TruNorth Capital Management, LLC22$2.9K<0.01%013F-HRTimeline
GoalVest Advisory LLC22$2.9K<0.01%new13F-HRTimeline
Red Tortoise LLC19$2.56K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division19$2.5K<0.01%013F-HRTimeline
WPG Advisers, LLC16$2.11K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC13$1.71K<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC11$1.47K<0.01%-7813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK11$1.45K<0.01%-10,02413F-HR/ATimelineGroup
West Oak Capital, LLC1,035$1.36K0.05%013F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.10$1.32K<0.01%013F-HRTimeline
Tower View Wealth Management LLC9$1.19K<0.01%new13F-HRTimeline
Compass Financial Services Inc7$922<0.01%13F-HRTimeline
Weaver Capital Management LLC6$791<0.01%013F-HRTimeline
CGC Financial Services, LLC5$659<0.01%013F-HRTimeline
Mattson Financial Services, LLC3$406<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC3$395<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$1690.02%-1,26613F-HRTimeline
Powell Investment Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.