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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
Covestor Ltd323$42K0.03%-7713F-HRTimeline
Bernard Wealth Management Corp.317$41.5K0.02%013F-HRTimeline
Operose Advisors LLC306$40.1K0.01%013F-HRTimeline
Orion Capital Management LLC302$39.5K0.02%+113F-HRTimeline
McIlrath & Eck, LLC300$39.4K<0.01%+3413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT300$39K<0.01%-10013F-HRTimeline
Compass Financial Services Inc294$38.5K0.02%+28713F-HRTimeline
Park Place Capital Corp287$37.6K0.01%+6713F-HRTimeline
Davis Capital Management279$36.6K0.03%013F-HRTimeline
AlphaCore Capital LLC268$35.1K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC260$34.1K<0.01%+6013F-HRTimeline
Lowe Wealth Advisors, LLC260$34.1K0.01%-20013F-HRTimeline
Murphy & Mullick Capital Management Corp251$32.9K0.03%013F-HRTimeline
Legacy Bridge, LLC250$32.8K0.02%013F-HRTimeline
Key Financial Inc250$32.8K0.01%013F-HRTimeline
Truvestments Capital LLC244$32K0.01%-6113F-HRTimeline
Physician Wealth Advisors, Inc.236$30.9K0.01%+113F-HRTimeline
Cypress Capital Management LLC (WY)235$30.8K0.04%new13F-HRTimeline
Crewe Advisors LLC226$29.6K<0.01%-1,67213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …224$29.4K<0.01%013F-HRTimelineGroup
Avion Wealth219$28K0.01%013F-HRTimeline
Blue Trust, Inc.207$27.1K<0.01%+11713F-HRTimeline
Hemington Wealth Management210$27K<0.01%013F-HRTimeline
Synergy Investment Management, LLC204$26.7K0.01%-113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC204$26.7K<0.01%013F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC196$25.7K0.01%013F-HRTimeline
Tidemark, LLC193$25.3K0.01%-29413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC192$25.2K0.01%013F-HRTimeline
Bogart Wealth, LLC188$24.6K<0.01%+10013F-HRTimeline
Founders Capital Management187$24.5K0.02%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC185$24.2K0.01%013F-HRTimeline
DecisionPoint Financial, LLC180$23.6K0.01%-6313F-HRTimeline
Main Street Group, LTD173$22.7K0.01%013F-HRTimeline
Copia Wealth Management172$22.5K0.02%-58313F-HRTimeline
Winch Advisory Services, LLC168$22K0.01%013F-HRTimeline
Center for Financial Planning, Inc.165$21.6K<0.01%013F-HRTimeline
Abound Wealth Management161$21.1K0.01%+8213F-HRTimeline
Twin Tree Management, LP161$21.1K<0.01%-137,76313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.160$21K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.150$19.7K0.01%+10013F-HRTimeline
Asset Dedication, LLC150$19.7K<0.01%new13F-HRTimeline
Luken Investment Analytics, LLC150$19.7K0.01%-30013F-HRTimeline
Clark Wealth Partners150$19.7K0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC148$19.4K0.01%-6713F-HRTimeline
Pacifica Partners Inc.150$18.9K0.01%013F-HRTimeline
STEPH & CO139$18.2K0.01%013F-HRTimeline
Versant Capital Management, Inc136$17.8K<0.01%013F-HRTimeline
LGT Financial Advisors LLC136$17.8K0.05%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.134$17.6K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB133$17.4K<0.01%-4113F-HRTimeline
Frazier Financial Advisors, LLC131$17.2K0.01%+12013F-HRTimeline
Costello Asset Management, INC130$17K0.01%013F-HRTimeline
Hanson & Doremus Investment Management129$17K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.126$16.5K<0.01%013F-HRTimeline
MTM Investment Management, LLC115$15.2K0.01%013F-HRTimeline
First PREMIER Bank114$15K<0.01%013F-HRTimeline
Piscataqua Savings Bank106$13.9K0.01%013F-HRTimeline
Hughes Financial Services, LLC100$13.2K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC100$13.1K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC100$13.1K0.01%new13F-HRTimeline
Cordant, Inc.100$13.1K0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC100$13.1K<0.01%013F-HRTimeline
JDM Financial Group LLC100$13.1K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC100$13.1K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.100$13.1K<0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC100$13K0.01%013F-HRTimeline
Citizens National Bank Trust Department97$12.7K<0.01%+4713F-HRTimeline
Signature Resources Capital Management,…95$12.5K0.01%013F-HRTimeline
Friedenthal Financial90$11.8K0.01%-1,40713F-HRTimeline
CNB Bank84$11K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC87$11K<0.01%-12513F-HRTimelineGroup
McClarren Financial Advisors, Inc.84$11K0.01%+713F-HRTimeline
Morton Brown Family Wealth, LLC82$10.7K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC81$10.6K<0.01%013F-HRTimeline
GODSEY & GIBB, INC79$10.4K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC79$10.4K<0.01%013F-HR/ATimeline
OAKWORTH CAPITAL, INC.78$10.2K<0.01%013F-HRTimeline
PFS Partners, LLC75$9.87K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…72$9.54K<0.01%+2513F-HRTimelineGroup
Financial Network Wealth Advisors LLC70$9.18K0.01%new13F-HRTimeline
Smithfield Trust Co71$9K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.66$8.65K0.01%-5013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.64$8.39K<0.01%+313F-HRTimelineGroup
ARVEST INVESTMENTS, INC.63$8.34K<0.01%013F-HRTimeline
Transce3nd, LLC62$8.13K<0.01%-13013F-HRTimeline
Northwest Capital Management Inc61$8K<0.01%013F-HRTimeline
SRH ADVISORS, LLC60$7.86K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.57$7.47K<0.01%013F-HRTimeline
City State Bank55$7.21K<0.01%013F-HRTimeline
Eukles Asset Management54$7.08K<0.01%013F-HRTimeline
Brooklyn Investment Group51$6.68K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC50$6.57K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners50$6.55K<0.01%-4113F-HRTimelineGroup
Atlantic Edge Private Wealth Management…50$6.55K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC50$6.55K<0.01%013F-HRTimeline
Rossby Financial, LCC50$6.45K<0.01%new13F-HRTimeline
Clearstead Trust, LLC49$6.42K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co48$6.29K<0.01%-8,81713F-HRTimeline
SJS Investment Consulting Inc.46$6.03K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …46$6.03K<0.01%13F-HRTimelineGroup
IMG Wealth Management, Inc.45$5.86K0.01%013F-HRTimeline
Millstone Evans Group, LLC43$5.64K<0.01%013F-HRTimeline
Atala Financial Inc40$5.24K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…39$5.11K<0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC40$5K<0.01%013F-HRTimeline
Coston, McIsaac & Partners39$5K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.38$5K<0.01%-313F-HRTimelineGroup
Advanced Asset Management Advisors Inc37$4.89K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…36$4.72K<0.01%-227,59813F-HRTimelineGroup
Morse Asset Management, Inc35$4.59K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.35$4.59K<0.01%new13F-HRTimeline
SWAN Capital LLC34$4.46K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…33$4.45K<0.01%-113F-HRTimeline
Nalls Sherbakoff Group, LLC32$4.19K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$3.54K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC27$3.48K<0.01%+113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC26$3.35K<0.01%013F-HRTimeline
Richardson Capital Management LLC25$3.28K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC24$3.15K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC24$3.15K<0.01%+1113F-HRTimeline
TruNorth Capital Management, LLC22$2.88K<0.01%013F-HRTimeline
GoalVest Advisory LLC22$2.88K<0.01%013F-HRTimeline
Red Tortoise LLC19$2.55K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division19$2.49K<0.01%013F-HRTimeline
WPG Advisers, LLC16$2.1K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC15$1.97K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.13$1.77K<0.01%new13F-HRTimeline
West Oak Capital, LLC1,035$1.36K0.05%013F-HRTimeline
North Capital, Inc.10$1.31K<0.01%13F-HRTimeline
Westend Capital Management, LLC8$1.05K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates7$917<0.01%new13F-HRTimeline
Weaver Capital Management LLC6$787<0.01%013F-HRTimeline
CGC Financial Services, LLC5$655<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$254<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.1$131<0.01%-38,68013F-HRTimeline
Raleigh Capital Management Inc.1$102<0.01%-3813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-29,86613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.