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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,229,845$2.01B0.19%-2,360,35413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,922,823$1.18B0.09%+1,837,46813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,753,929$1.15B0.08%+129,26713F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,930,823$1.04B0.81%+6,019,88913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding6,870,966$905M+3,259,045Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,078,036$801M0.19%+348,49313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,465,198$720M0.69%+1,002,90113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,339,794$704M0.13%-1,093,61913F-HRTimelineGroup
LPL Financial LLC4,670,645$615M0.25%+519,78613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,615,778$477M0.12%+411,11013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,245,130$428M6.13%+1,236,43013F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp2,506,323$330M3.6%+19,85613F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…2,450,000$323M0.69%-200,00013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding2,384,166$314M-497,423Timeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,973,804$260M1.63%+1,957,20413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,939,469$256M0.09%13F-HR/ATimelineGroup
Fisher Asset Management, LLC1,894,862$250M0.1%-97,06113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,770,186$233M0.05%-157,90513F-HRTimelineGroup
ING GROEP NV1,753,216$231M1.56%+202,12313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,723,153$227M3.1%+1,606,98913F-HRTimelineGroup
CIBC WORLD MARKET INC.1,628,431$215M0.49%+508,07113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,320,862$174M<0.01%+153,56413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,313,825$173M0.16%+934,39813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,236,076$163M-492,034Timeline
TD Asset Management Inc1,137,100$150M0.13%013F-HRTimeline
FACTORY MUTUAL INSURANCE CO1,108,500$146M1.58%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC998,985$132M2.57%+8,20113F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…894,000$118M1.06%new13F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD824,741$109M1.83%-17,11113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/800,291$105M0.05%-4,37113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC657,639$86.7M0.04%-1,058,49113F-HR/ATimelineGroup
MIRAE ASSET SECURITIES (USA) INC.650,000$85.6M4%-900,00013F-HRTimeline
Qube Research & Technologies Ltd627,981$82.7M0.14%+547,93013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…621,543$81.9M1.34%-625,15813F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding581,894$76.6M0Timeline
WOLVERINE TRADING, LLC575,978$76M1.71%+65,06413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC519,037$68.4M0.1%+9,16813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP516,517$68.1M0.07%+30,65713F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…458,000$60.4M0.81%new13F-HRTimelineGroup
RiverFront Investment Group, LLC425,756$56.1M1.28%+10,16313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD423,017$55.7M0.28%-278,95113F-HRTimelineGroup
Cetera Investment Advisers388,524$51.2M0.11%+17,36213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…367,737$50.3M0.1%+95,10713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP364,507$48M0.01%+1,27513F-HRTimelineGroup
HighTower Advisors, LLC360,701$47.5M0.07%+8,34513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.357,406$47.1M0.11%-28,94213F-HR/ATimelineGroup
Caption Management, LLC354,991$46.8M1.93%new13F-HRTimeline
Trust Asset Management LLC352,951$46.5M3.64%013F-HRTimeline
FIL Ltdin group FIL Ltd349,839$46.1M0.04%-269,07213F-HRTimelineGroup
Private Advisor Group, LLC349,672$46.1M0.26%+19,94513F-HRTimeline
Advisory Alpha, LLC346,864$45.7M1.63%+3,22913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP346,525$45.7M0.07%-22,33913F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.334,991$44.1M0.44%-375,22813F-HRTimeline
Cornerstone Advisors, LLC325,200$42.8M1.71%+3,30013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…316,496$41.7M0.11%+27,46113F-HRTimelineGroup
Campbell Wealth Management315,965$41.6M3.75%+6,05713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…303,636$40M0.03%-10,47713F-HRTimelineGroup
1832 Asset Management L.P.290,206$38.2M0.07%+276,07113F-HRTimeline
J.Safra Asset Management Corp289,204$38.2M3.1%-78,63513F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC281,872$37.1M1.8%-42,53613F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC274,516$36.2M0.23%+8,71513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC266,341$35.1M0.12%-102,22113F-HRTimeline
KCM INVESTMENT ADVISORS LLC253,576$33.4M1.15%-4,05113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management242,536$32M0.07%new13F-HRTimelineGroup
Biltmore Wealth Management, LLC230,927$30.4M12.67%-38513F-HRTimeline
GREENWOOD GEARHART LLC229,478$30.2M2.08%+17,92313F-HRTimeline
Janney Montgomery Scott LLC229,276$30.2M0.08%+9,51113F-HRTimeline
CW Advisors, LLC228,295$30.1M0.41%-8,36113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…227,634$30M0.6%+182,32113F-HRTimelineGroup
Full Sail Capital, LLC226,450$29.8M1.9%-3,32113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP225,130$29.7M0.43%-4,59413F-HRTimeline
Cullen Capital Management, LLC219,974$29M0.34%+215,31413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\216,033$28.5M0.04%+4,08213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC208,138$27.4M0.17%+2,25613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC206,653$27.2M0.05%-11,42613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.183,824$24.2M0.23%+9,49913F-HRTimelineGroup
COUNTRY TRUST BANK182,590$24.1M0.6%-40,45513F-HRTimeline
Foundations Investment Advisors, LLC178,778$23.6M0.45%+26,35013F-HRTimeline
New Harbor Financial Group, LLC170,346$22.4M6.7%+4,01113F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC170,346$22.4M6.7%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management169,562$22.3M0.69%+8,02513F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC168,120$22.2M1.77%+3,66713F-HRTimeline
Rothschild Capital Partners, LLC166,961$22M5.34%+17,32013F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…166,000$21.9M0.83%new13F-HRTimelineGroup
TAIYO LIFE INSURANCE CO164,900$21.7M1.76%013F-HRTimeline
Sequoia Financial Advisors, LLC157,953$20.8M0.2%+91,12613F-HR/ATimeline
Sanctuary Advisors, LLC147,571$20.6M0.13%+1,08013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT155,805$20.5M1.34%-31513F-HRTimelineGroup
GTS SECURITIES LLC154,009$20.3M0.99%+112,10113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS152,239$20.1M0.06%+17,38913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC150,843$19.9M0.57%-80,23813F-HRTimeline
Cambridge Investment Research Advisors,…145,751$19.2M0.06%+2,45813F-HRTimeline
Trek Financial, LLC145,340$19.1M1.43%+5,12513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co143,909$19M<0.01%-36,71413F-HRTimelineGroup
Teamwork Financial Advisors, LLC142,000$18.7M2.44%+10,47713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC138,055$18.2M0.04%+11,33613F-HRTimelineGroup
Twin Tree Management, LP137,924$18.2M0.44%+123,63313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC135,627$17.9M0.18%+27,01113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP167,789$17.4M0.03%+45,18113F-HRTimelineGroup
Tradewinds Capital Management, LLC131,323$17.3M4.57%+47,88513F-HRTimeline
RFG Advisory, LLC131,073$17.3M0.49%-3,33113F-HRTimeline
Nelson Capital Management, LLC126,740$16.7M2.77%-52413F-HRTimeline
Graypoint LLC125,340$16.5M1%-5,97713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…123,664$16.3M0.71%+5,65613F-HRTimeline
Wharton Business Group, LLC122,828$16.2M0.73%-3513F-HRTimeline
FMR LLCin group FMR LLC119,163$15.7M<0.01%+5,85313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding116,744$15.4M-3,554Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding116,038$15.3M+11,975Timeline
Creative Planningin group Creative Planning114,397$15.1M0.01%+6,50313F-HRTimelineGroup
Strategic Point Investment Advisors, LLC113,740$15M2.44%-72313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.113,560$15M0.09%+50,24213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV112,874$14.9M0.04%-130,81913F-HRTimeline
NewSquare Capital LLC112,169$14.8M1.18%new13F-HRTimeline
IHT Wealth Management, LLC111,217$14.7M0.47%-35,02113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding107,993$14.2M-3,641Timeline
IMZ Advisory Inc107,111$14.1M6.44%+20913F-HRTimeline
MAI Capital Management101,721$13.4M0.1%+2,16613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC101,600$13.4M0.02%+21,76413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC100,990$13.3M1.92%+3,59013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP96,521$12.7M<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC96,055$12.7M0.03%+94,97713F-HRTimelineGroup
AE Wealth Management LLC95,322$12.6M0.11%+14,46813F-HRTimeline
Round Rock Advisors LLC94,673$12.5M2.56%-1,17513F-HRTimeline
NewEdge Advisors, LLC94,253$12.4M0.07%+30,09313F-HRTimeline
Krilogy Financial LLC93,493$12.3M0.82%+1,62913F-HRTimeline
Perbak Capital Partners LLP93,337$12.3M6.57%-182,19013F-HRTimeline
Capital Investment Advisors, LLC93,295$12.3M0.25%-2,53513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd93,071$12.3M0.25%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…92,665$12.2M0.43%-30,15913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding91,763$12.1M+46,066Timeline
WCG Wealth Advisors LLC89,554$11.8M0.78%-1,15913F-HRTimeline
JMAC ENTERPRISES LLC88,692$11.7M1.83%+4,97413F-HRTimeline
PFG Advisors88,022$11.6M0.71%+2,75413F-HRTimeline
Chicago Wealth Management, Inc.87,499$11.5M5.99%+2,41213F-HRTimeline
MARTIN & CO INC /TN/87,307$11.5M2.85%-3,34213F-HRTimeline
INNEALTA CAPITAL, LLC87,147$11.5M5.59%+35,76913F-HRTimeline
OLD NATIONAL BANCORP /IN/85,476$11.3M0.27%+2,77613F-HRTimeline
COMERICA BANK85,344$11.2M0.05%+29513F-HR/ATimeline
Kingsview Wealth Management, LLC84,952$11.2M0.22%+68,02413F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC83,595$11M9.97%13F-HRTimeline
FORBES J M & CO LLP83,373$11M1.06%-4313F-HRTimeline
Spectrum Wealth Counsel, LLC83,224$11M1.29%+41213F-HRTimeline
First Interstate Bank83,061$10.9M0.66%+17,16213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/82,773$10.9M0.01%+78,22813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC82,647$10.9M0.05%+4,91613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,390$10.9M0.02%+22,21213F-HR/ATimeline
NTV Asset Management LLC80,993$10.7M1.41%+52213F-HRTimeline
B. Riley Wealth Advisors, Inc.80,626$10.6M0.35%-5,22613F-HRTimeline
Independent Advisor Alliance77,554$10.2M0.14%+75,84113F-HRTimeline
Stillwater Capital Advisors, LLC76,991$10.1M1.25%+1,37113F-HRTimeline
Summit Financial, LLC72,456$9.55M0.33%+53113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding72,631$9.54M+65,349Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC71,930$9.48M0.05%-11,00013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP71,590$9.43M0.01%+42,04513F-HRTimelineGroup
1248 Management, LLC71,395$9.41M4.05%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP71,089$9.37M1.1%+1,49813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC70,688$9.31M0.84%+68013F-HRTimelineGroup
Dakota Wealth Management70,671$9.31M0.21%+76613F-HRTimeline
WBH ADVISORY INC70,574$9.3M0.86%-7,89213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.70,317$9.27M1.18%-3,27713F-HRTimeline
Long Run Wealth Advisors, LLC70,316$9.26M2.22%-86513F-HRTimeline
Sharper & Granite LLC69,856$9.2M4.05%+8,62813F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding69,682$9.18M-86,658Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…69,476$9.15M0.03%-5,39113F-HRTimelineGroup
Gladstone Institutional Advisory LLC68,934$9.08M0.42%+4,40813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,423$9.02M0.01%+65,57413F-HRTimelineGroup
Ball & Co Wealth Management Inc.70,546$8.97M7.14%13F-HRTimeline
Tamar Securities, LLC64,924$8.55M1.18%-57013F-HRTimeline
Integrated Wealth Concepts LLC64,821$8.54M0.1%-4,42813F-HRTimeline
Ayalon Insurance Comp Ltd.63,523$8.37M2.58%013F-HRTimeline
Centiva Capital, LP62,332$8.21M0.31%+20,45113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC61,289$8.08M0.86%-7,01813F-HRTimeline
Steward Partners Investment Advisory, L…61,180$8.06M0.07%+14,70913F-HRTimeline
EP Wealth Advisors, LLC60,972$8.03M0.07%+8,76813F-HRTimeline
Busey Bank60,299$7.94M0.26%-33713F-HRTimeline
CMH Wealth Management LLC60,140$7.92M1.81%+1,64913F-HRTimeline
CENTAURUS FINANCIAL, INC.58,886$7.76M0.47%-2,79813F-HRTimeline
ALLIANCEBERNSTEIN L.P.58,772$7.74M<0.01%new13F-HRTimeline
SPINNAKER TRUST58,657$7.73M0.49%-70513F-HRTimeline
Advisory Services Network, LLC58,134$7.66M0.14%+42413F-HRTimeline
Premier Path Wealth Partners, LLC57,937$7.63M1.16%+66813F-HRTimeline
TD Waterhouse Canada Inc.57,156$7.53M0.06%+11,80713F-HRTimeline
Opal Wealth Advisors, LLC56,916$7.5M2.25%-1,08013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…56,690$7.47M0.07%new13F-HRTimelineGroup
Cresset Asset Management, LLC55,934$7.37M0.04%-15,82513F-HRTimeline
Merit Financial Group, LLC55,846$7.36M0.13%-98213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.55,602$7.33M0.08%-223,86413F-HR/ATimelineGroup
Carnegie Investment Counsel55,423$7.3M0.21%-2913F-HRTimeline
Callan Capital, LLC54,299$7.15M0.52%-1,64313F-HRTimeline
Black Swift Group, LLC54,070$7.12M1.51%+13,82113F-HRTimeline
Salomon & Ludwin, LLC53,924$7.11M0.75%-2,54513F-HRTimeline
Pallas Capital Advisors LLC53,902$7.1M0.3%-44813F-HRTimeline
Eisler Capital Management Ltd.54,000$7.09M0.24%13F-HRTimeline
LYELL WEALTH MANAGEMENT, LP53,753$7.08M0.63%-4213F-HRTimeline
TRUST CO OF OKLAHOMA53,361$7.03M2.25%+85913F-HRTimeline
CHEMUNG CANAL TRUST CO53,098$7M1.46%-4,49713F-HRTimeline
J.W. COLE ADVISORS, INC.52,858$6.96M0.28%+11,32813F-HRTimeline
Shira Ridge Wealth Management51,555$6.79M3.32%+3,47913F-HRTimeline
Vickerman Investment Advisors, Inc.51,193$6.75M1.83%-1,17513F-HRTimeline
BURNS J W & CO INC/NY51,142$6.74M0.86%-1,61013F-HRTimeline