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Disclosery

XLB SELECT SECTOR SPDR TR

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SBI MATERIALS (fund)

811 managers (816 13F filers) reported a position in XLB shares at 2024-12-31, 61,069,918 shares in all. 87 filers opened a position and 104 filers sold out during the quarter.

Managers
811
13F filers
816
New
87
Added
274
Reduced
248
Sold out
104
Shares held by filers
61,069,918

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
Spire Wealth Managementin group Spire Wealth Management19,808$1.67M0.05%+69913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,693$1.66M<0.01%+6,64813F-HRTimelineGroup
Quantinno Capital Management LP19,426$1.63M0.02%+4,37213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC18,906$1.59M0.28%+9,85213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,863$1.59M0.82%013F-HRTimeline
Callan Capital, LLC18,637$1.57M0.11%-66313F-HRTimeline
Clarus Wealth Advisors18,314$1.56M0.78%+1,01313F-HRTimeline
Advisory Services Network, LLC18,315$1.54M0.03%-17,20713F-HRTimeline
Joseph P. Lucia & Associates, LLC18,247$1.54M0.68%+67013F-HRTimeline
Moment Partners, LLC18,207$1.53M0.29%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,168$1.53M<0.01%-48,01113F-HRTimeline
Pallas Capital Advisors LLC18,015$1.52M0.06%+16813F-HRTimeline
Astor Investment Management LLC17,972$1.51M0.77%new13F-HRTimeline
CTC Alternative Strategies, Ltd.17,850$1.5M1.95%-2,85013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC17,752$1.49M0.03%-14513F-HRTimeline
Whitener Capital Management, Inc.17,717$1.49M0.42%+1,28213F-HRTimeline
FIL Ltdin group FIL Ltd17,713$1.49M<0.01%+1,05113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC17,627$1.48M0.08%-187,02413F-HRTimeline
Providence First Trust Co17,344$1.46M0.55%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC17,154$1.44M0.06%+5,12613F-HRTimeline
LEE DANNER & BASS INC17,040$1.43M0.11%+67013F-HRTimeline
Crews Bank & Trust16,970$1.43M0.24%13F-HRTimeline
Steward Partners Investment Advisory, L…16,922$1.42M0.01%+1613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,791$1.41M<0.01%013F-HRTimelineGroup
WP Advisors, LLC16,638$1.4M0.47%+5013F-HRTimeline
BOS Asset Management, LLC16,566$1.39M0.5%+79813F-HRTimeline
Fiduciary Group, LLC16,418$1.38M0.14%+1,79613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…16,379$1.38M0.52%+1,87413F-HRTimeline
Wilson & Boucher Capital Management, LLC16,368$1.38M0.98%-5013F-HRTimeline
NewEdge Advisors, LLC16,348$1.38M0.01%-4,17013F-HRTimeline
MAI Capital Management16,227$1.37M0.01%+2,14113F-HRTimeline
Sharper & Granite LLC16,095$1.35M0.6%+42513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…16,091$1.35M0.03%+44513F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK16,083$1.35M0.01%-3,11713F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,971$1.34M0.05%new13F-HRTimeline
Trust Co15,914$1.34M0.15%+1,05613F-HRTimeline
SENTINEL TRUST CO LBA15,800$1.33M0.15%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp15,784$1.33M0.13%-37813F-HRTimelineGroup
Foguth Wealth Management, LLC.14,760$1.31M0.34%+3,74213F-HRTimeline
Essex LLC15,481$1.3M0.27%+56713F-HRTimeline
WESBANCO BANK INC15,375$1.29M0.04%new13F-HRTimeline
&PARTNERS15,357$1.28M0.02%+7,91513F-HRTimeline
Busey Bank15,124$1.27M0.04%-10313F-HRTimeline
Capital Advisors, Ltd. LLC14,641$1.23M0.16%013F-HRTimeline
Atria Investments, Inc14,547$1.22M0.02%+8,39413F-HRTimeline
BLAIR WILLIAM & CO/IL14,471$1.22M<0.01%-1,54013F-HRTimeline
J.W. COLE ADVISORS, INC.14,460$1.22M0.05%-48513F-HRTimeline
M3 Advisory Group, LLC14,208$1.2M0.86%+16213F-HRTimeline
Florida Trust Wealth Management Co13,965$1.18M0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC13,928$1.17M0.02%-265,47913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,879$1.17M0.03%+13313F-HRTimelineGroup
Csenge Advisory Group13,765$1.16M0.06%+1,31513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,732$1.16M0.11%+13,72313F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.13,648$1.15M1.04%-99313F-HRTimeline
111 Capital13,644$1.15M0.24%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,603$1.14M0.09%+813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,573$1.14M<0.01%-98513F-HRTimeline
Stillwater Capital Advisors, LLC13,507$1.14M0.14%+84213F-HRTimeline
RFG Advisory, LLC13,323$1.12M0.03%+2,19013F-HRTimeline
STRAIGHTLINE GROUP LLC13,281$1.12M0.73%13F-HRTimeline
Cornerstone National Bank & Trust Co13,265$1.12M0.51%+45013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI13,208$1.11M0.06%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP13,166$1.11M0.02%new13F-HRTimelineGroup
Freedom Investment Management, Inc.13,106$1.1M0.09%-23013F-HRTimeline
Roundview Capital LLC13,084$1.1M0.08%+46113F-HRTimeline
Mechanics Bank Trust Department13,013$1.09M0.15%+1,00313F-HRTimeline
SMART Wealth LLC12,999$1.09M0.39%+4,74413F-HRTimeline
Boltwood Capital Management12,844$1.08M0.33%-3713F-HRTimeline
Orange Investment Advisors, Inc.12,778$1.08M0.12%+1,08713F-HRTimeline
Sachetta, LLC12,775$1.07M0.42%+61713F-HRTimeline
Sowell Financial Services LLC12,756$1.07M0.06%new13F-HRTimeline
BFSG, LLC12,682$1.07M0.12%-77613F-HRTimeline
Carnegie Investment Counsel12,607$1.06M0.03%-23413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.12,634$1.06M0.01%-5,22413F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,543$1.06M0.03%+6,25013F-HRTimeline
Granite Harbor Advisors, Inc.12,468$1.05M0.58%+72913F-HRTimeline
Fulton Bank, N.A.12,397$1.04M0.04%-35113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,394$1.04M-503Timeline
Nelson Capital Management, LLC12,088$1.02M0.17%+30613F-HRTimeline
Community Bank, N.A.11,960$1.01M0.13%-6213F-HRTimeline
BigSur Wealth Management LLC11,910$1M0.29%013F-HRTimeline
Capital Investment Advisors, LLC11,906$1M0.02%+26513F-HRTimeline
Abbot Financial Management, Inc.11,759$989K0.49%-20013F-HRTimeline
First National Trust Co11,705$985K0.04%-3613F-HRTimeline
PINNACLE ASSOCIATES LTD11,611$977K0.01%+1,23013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.11,527$970K0.12%-25813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,523$970K+2,955Timeline
FORBES J M & CO LLP11,478$966K0.09%013F-HRTimeline
Prospera Financial Services Inc11,436$962K0.02%-2,27813F-HRTimeline
Chesapeake Wealth Management11,431$962K0.33%-53813F-HRTimeline
Sage Capital Advisors,llc11,374$957K0.25%+2113F-HRTimeline
Strategic Advocates LLC11,207$943K0.32%-1,70113F-HRTimeline
Concentric Capital Strategies, LP11,168$940K0.06%+6,24713F-HRTimeline
Stockman Wealth Management, Inc.11,151$938K0.15%+67313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …10,950$921K<0.01%-4,76913F-HRTimelineGroup
Atom Investors LP10,900$917K0.11%-32,52713F-HRTimeline
Schonfeld Strategic Advisors LLC10,891$916K0.01%new13F-HRTimeline
Sage Capital Management, LLC10,862$914K0.46%-1,70913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.10,826$911K0.27%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC10,822$911K0.8%13F-HRTimeline
Treynor Bancshares, Inc.10,603$892K0.94%+4,62013F-HRTimeline
Orca Investment Management, LLC10,524$885K0.83%-26613F-HRTimeline
B. Riley Wealth Advisors, Inc.10,439$878K0.03%-20913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …10,379$873K<0.01%013F-HRTimelineGroup
Baker Avenue Asset Management, LP10,351$871K0.03%+17713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,310$867K<0.01%-55713F-HRTimelineGroup
Peoples Bank/KS10,222$860K0.59%-8913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,203$858K0.01%-1,05413F-HRTimeline
ERn Financial, LLC10,151$854K0.13%+37213F-HRTimeline
Integrated Advisors Network LLC10,135$853K0.04%+52213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC10,075$848K0.48%+6,28613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp9,925$835K0.03%-1,14913F-HRTimelineGroup
Bank of New Hampshire9,871$831K0.21%-1,10613F-HRTimeline
Vectors Research Management, LLC9,728$819K0.28%-77913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,677$814K<0.01%+48913F-HRTimelineGroup
Grassi Investment Management9,582$806K0.07%-31613F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,573$805K<0.01%+1,44613F-HRTimelineGroup
JSF Financial, LLC9,512$800K0.21%new13F-HRTimeline
Wall Street Financial Group, Inc.9,472$797K0.78%new13F-HRTimeline
Meridian Wealth Management, LLC9,303$783K0.04%+30113F-HRTimeline
Glass Jacobson Investment Advisors llc9,267$780K0.26%-12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MIDLAND WEALTH ADVISORS, LLC9,267$780K0.05%-1,45813F-HRTimeline
Cresset Asset Management, LLC9,258$779K<0.01%-2,63713F-HRTimeline
VISTA INVESTMENT MANAGEMENT9,236$777K0.29%-48513F-HRTimeline
Davies Financial Advisors, Inc.9,186$773K0.66%+43313F-HRTimeline
COURIER CAPITAL LLC9,079$764K0.05%-1,27213F-HRTimeline
Cooksen Wealth, LLC9,055$762K0.7%+41413F-HRTimeline
Kessler Investment Group, LLC8,984$756K0.36%-1013F-HRTimeline
Financial Engines Advisors L.L.C.8,949$753K<0.01%+36213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,900$749K0.05%+3,59613F-HRTimelineGroup
Laurel Wealth Advisors LLC8,684$731K0.11%-4013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.8,652$728K0.34%-1313F-HRTimeline
Nvest Financial, LLC8,648$728K0.37%new13F-HRTimeline
Orion Porfolio Solutions, LLC8,523$717K0.01%-97913F-HRTimeline
Orion Portfolio Solutions, LLC8,523$717K0.01%-97913F-HRTimeline
Verition Fund Management LLC8,475$713K<0.01%new13F-HRTimeline
Independent Advisor Alliance8,399$707K0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.8,177$688K<0.01%-4,27313F-HRTimeline
Mader & Shannon Wealth Management, Inc.8,154$686K0.42%new13F-HRTimeline
MontVue Capital Management, Inc.8,119$683K0.52%-1913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,114$683K0.02%+2,38813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,087$680K0.01%+46813F-HRTimelineGroup
Ipsen Advisor Group LLC7,875$663K0.57%13F-HRTimeline
Terra Nova Asset Management LLC7,846$660K0.5%-21,41213F-HRTimeline
Laidlaw Wealth Management LLC7,782$655K0.29%-12313F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.7,400$653K0.26%-60013F-HRTimeline
SOL Capital Management CO7,765$653K0.07%-2,00013F-HRTimeline
INVESTMENT PARTNERS, LTD.7,725$650K0.27%013F-HRTimeline
Summit Financial, LLC7,609$640K0.02%+9013F-HRTimeline
Robertson Stephens Wealth Management, L…7,593$639K0.02%-1,36113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP7,573$637K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC6,763$636K0.04%-14613F-HRTimeline
ArchPoint Investors7,540$634K0.21%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC7,492$630K0.17%+1,00013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding7,451$627K+1,058Timeline
Sound Income Strategies, LLC7,447$627K0.04%+45513F-HRTimeline
Glen Eagle Advisors, LLC7,440$626K0.1%+5013F-HRTimeline
Providence Capital Advisors, LLC7,429$625K0.13%+43513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC7,405$623K0.05%-15013F-HRTimeline
CWC Advisors, LLC.7,399$623K0.62%+18313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,397$622K<0.01%-63013F-HRTimelineGroup
NorthCoast Asset Management LLC7,387$622K<0.01%+2,82713F-HR/ATimeline
Financial & Tax Architects, LLC7,359$619K0.16%+96613F-HRTimeline
Wealthfront Advisers LLC7,210$607K<0.01%-44913F-HR/ATimeline
EQUITABLE TRUST CO7,200$606K0.03%013F-HRTimeline
IFP Advisors, Inc7,133$600K0.02%+19213F-HRTimeline
Callan Family Office, LLC6,906$581K0.04%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,900$581K0.15%-9013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,872$578K0.05%-1,87113F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,870$578K<0.01%+3,52213F-HRTimelineGroup
Prosperity Consulting Group, LLC6,814$573K0.04%+9113F-HRTimeline
NVWM, LLC6,813$573K0.14%+25813F-HRTimeline
ROCKLAND TRUST CO6,802$572K0.03%013F-HRTimeline
Safe Harbor Fiduciary, LLC6,781$571K0.58%-19513F-HRTimeline
Ring Mountain Capital, LLC6,781$571K0.38%13F-HRTimeline
Burford Brothers, Inc.6,779$570K0.28%+20213F-HRTimeline
Atria Wealth Solutions, Inc.6,676$562K0.01%-12,05513F-HRTimeline
Pinnacle Financial Partners Inc6,652$560K0.01%-4713F-HRTimeline
Apexium Financial, LP6,622$557K0.03%+33113F-HRTimeline
Ensign Peak Advisors, Inc6,601$555K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC6,580$554K0.21%+55113F-HRTimeline
Berkeley Capital Partners, LLC6,570$553K0.15%new13F-HRTimeline
First Horizon Advisors, Inc.6,525$549K0.02%+613F-HRTimeline
Bricktown Capital, LLC6,473$545K0.11%013F-HRTimeline
Empirical Asset Management, LLC6,376$536K0.18%-4013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC6,338$533K0.07%-48913F-HRTimeline
NTV Asset Management LLC6,321$532K0.07%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,263$527K<0.01%-31513F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC6,179$520K0.04%+2,69113F-HRTimeline
Luminist Capital LLC6,104$514K0.89%13F-HRTimeline
Piscataqua Savings Bank6,097$513K0.44%-6913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,074$511K0.04%+1,22713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …6,030$507K0.01%-74013F-HRTimelineGroup
BANK OF HAWAII6,009$506K0.03%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.5,997$505K0.26%+7513F-HRTimeline
Evernest Financial Advisors, LLC5,973$503K0.13%+25613F-HRTimeline
TLS Advisors LLC5,950$501K1.15%+3,85013F-HR/ATimeline
Montecito Bank & Trust5,950$501K0.09%-46513F-HRTimeline
Bank of Marin5,913$498K0.39%-5013F-HRTimeline
Aster Capital Management (DIFC) Ltd5,850$492K0.19%new13F-HRTimeline