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Disclosery

XLI SELECT SECTOR SPDR TR

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INDL (fund)

Filings received so far for Q3 2026: 86 13F filers report a position in XLI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC255,600$42.7M0.51%+122,90413F-HRTimeline
Biltmore Wealth Management, LLC221,126$36.9M11.44%+7,22613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC163,085$27.2M1.64%+2,25713F-HRTimeline
Ayalon Insurance Comp Ltd.152,736$25.5M2.12%+9,00013F-HRTimeline
CoreCap Advisors, LLC69,432$11.6M0.33%+3,22813F-HRTimeline
Farther Finance Advisors, LLC58,932$9.84M0.07%+5,91513F-HRTimeline
Shira Ridge Wealth Management58,284$9.73M3.38%+70413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP47,583$7.95M0.79%-6413F-HRTimeline
Rye Brook Capital LLC47,500$7.93M5.14%+1,73013F-HRTimeline
Shelter Rock Management, LLC43,839$7.4M6.89%+18,89513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC31,653$5.29M1.24%+1,12913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.27,788$4.64M3.13%+66413F-HRTimeline
Galvin, Gaustad & Stein, LLC19,577$3.27M0.25%+50813F-HRTimeline
CX Institutional18,534$3.1M0.08%-16,86013F-HRTimeline
Trust Co14,842$2.48M0.22%-43413F-HRTimeline
Boltwood Capital Management14,033$2.34M0.53%+22713F-HRTimeline
ROCKLAND TRUST CO12,749$2.13M0.08%+2,76613F-HRTimeline
Gerald Baker Financial Group LLC12,225$2.04M0.58%+1,06713F-HRTimeline
Successful Portfolios LLC11,143$1.9M0.87%-16613F-HRTimeline
SACKS & ASSOCIATES, LLC11,265$1.88M1.31%-41213F-HRTimeline
City Center Advisors, LLC10,643$1.78M1.36%-30413F-HRTimeline
NEVILLE RODIE & SHAW INC10,500$1.75M0.12%+50013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC10,280$1.72M0.03%-61413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD9,090$1.52M1.07%-5013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX8,358$1.4M0.28%-58613F-HRTimeline
Worth Asset Management, LLC8,160$1.36M0.4%-1,41013F-HRTimeline
Vilga Financial Planning LLC7,763$1.3M0.77%-7913F-HRTimeline
Olistico Wealth, LLC7,403$1.24M0.52%-9113F-HRTimeline
Venture Visionary Partners LLC7,332$1.22M0.03%+27113F-HRTimeline
Bullock Wealth Management Group6,940$1.17M0.49%+17013F-HRTimeline
Valeo Financial Advisors, LLC6,835$1.14M0.02%-113F-HRTimeline
First Citizens Financial Corp5,727$956K0.4%+22113F-HRTimeline
EASTERN BANK4,989$833K0.01%-73,63113F-HRTimeline
Stonebridge Financial Group, LLC3,910$653K0.05%-160,23513F-HRTimeline
Wedmont Private Capital3,832$645K0.02%+513F-HRTimeline
SAPIENT CAPITAL LLC3,748$626K0.01%-19913F-HRTimeline
Breakwater Capital Group3,498$584K0.07%-413F-HRTimeline
YHB Investment Advisors, Inc.3,325$555K0.04%+1,10713F-HRTimeline
Acropolis Investment Management, LLC3,108$519K0.02%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,880$481K0.03%+10513F-HRTimeline
Kessler Investment Group, LLC2,317$387K0.19%-5,97813F-HRTimeline
Kaizen Financial Strategies2,286$382K0.15%-2,54213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,085$354K0.05%-33413F-HRTimeline
GAMMA Investing LLC1,990$332K0.01%+17113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,973$329K0.03%+3113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.1,857$310K0.05%-7,55713F-HRTimeline
TrueWealth Advisors, LLC1,853$309K0.07%+2213F-HRTimeline
M.E. ALLISON & CO., INC.1,766$295K0.17%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,691$282K0.02%-18,86513F-HRTimeline
Investment Partners Asset Management, I…1,603$268K0.15%013F-HRTimeline
GK Wealth Management LLC1,599$267K0.15%-37613F-HRTimeline
PARK NATIONAL CORP /OH/1,583$264K0.01%013F-HRTimeline
Byrne Asset Management LLC1,519$256K0.14%+8513F-HRTimeline
Apella Capital, LLC1,469$247K<0.01%+8113F-HRTimeline
Bath Savings Trust Co1,437$240K0.02%013F-HRTimeline
CHAPIN DAVIS, INC.1,379$230K0.04%+8613F-HRTimeline
LifeGoal Investments, LLC1,368$228K0.07%new13F-HRTimeline
First Heartland Consultants, Inc.1,355$226K0.02%+213F-HRTimeline
Mirador Capital Partners LP1,355$226K0.03%-36913F-HRTimeline
Cooper Financial Group1,315$220K0.02%new13F-HRTimeline
Roan Capital Partners1,303$218K0.16%013F-HRTimeline
Peoples Bank/KS1,291$216K0.21%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,274$213K0.06%new13F-HRTimeline
Castle Rock Wealth Management, LLC1,190$204K0.04%+813F-HRTimeline
Polaris Financial Partners779$131K0.06%13F-HRTimeline
Bangor Savings Bank781$130K0.01%-67513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.767$128K0.01%+27213F-HRTimelineGroup
Horrell Capital Management, Inc.650$109K0.06%013F-HRTimeline
Bank of New Hampshire572$95.5K0.02%+10913F-HRTimeline
Pacifica Partners Inc.441$74.4K0.02%013F-HRTimeline
Roxbury Financial LLC432$72.2K0.06%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH372$62.1K0.01%new13F-HRTimeline
Grove Bank & Trust344$57.4K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB247$41.2K<0.01%013F-HRTimeline
Davis Capital Management232$38.7K0.02%-2313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC225$37.6K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.203$33.9K<0.01%+13313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC196$32.7K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP161$26.9K<0.01%013F-HRTimelineGroup
STEPH & CO139$23.2K0.01%013F-HRTimeline
Versant Capital Management, Inc136$22.7K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC97$16.3K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC51$8.52K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA32$5.34K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division19$3.17K<0.01%013F-HRTimeline
Investors Research Corp4$668<0.01%013F-HRTimeline