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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
SouthState Bank Corpin group SouthState Bank Corp2,043$172K0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,917$161K0.01%-16013F-HRTimeline
Horizon Investments, LLC1,903$160K<0.01%-1,82913F-HRTimeline
SIGNATUREFD, LLC1,875$158K<0.01%+5913F-HRTimeline
GPS Wealth Strategies Group, LLC1,802$152K0.02%+5713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,743$147K<0.01%+70013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,723$145K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,625$144K0.07%13F-HRTimeline
Capital Investment Advisory Services, L…1,711$144K0.01%-51,02613F-HRTimeline
HighMark Wealth Management LLC1,663$140K0.08%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,645$137K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC1,593$134K0.01%-1713F-HRTimeline
one8zero8, LLC1,579$133K0.03%13F-HRTimeline
Heritage Wealth Advisors1,573$132K0.01%013F-HRTimeline
Core Alternative Capital1,550$130K0.03%new13F-HRTimeline
NFSG Corp1,547$130K0.03%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,538$129K0.03%-9113F-HRTimeline
Activest Wealth Management1,478$124K0.03%+10713F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,452$122K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,450$122K<0.01%-47013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,441$121K0.01%+21113F-HRTimeline
Parkside Financial Bank & Trust1,431$120K0.02%-27713F-HRTimeline
Larson Financial Group LLC1,395$117K0.01%-70113F-HRTimeline
Pinnacle Bancorp, Inc.1,378$116K0.04%013F-HRTimeline
Finley Financial, LLC1,330$116K0.06%13F-HRTimeline
DUNCKER STREETT & CO INC1,285$108K0.02%013F-HRTimeline
Independence Bank of Kentucky1,285$108K0.02%-413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,267$107K<0.01%-6,45613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,260$106K<0.01%-7613F-HRTimelineGroup
AlphaCore Capital LLC1,233$104K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,200$101K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST1,183$99.5K0.04%-9513F-HRTimeline
Perkins Coie Trust Co1,136$95.6K0.02%013F-HRTimeline
Bollard Group LLC1,107$93K<0.01%+513F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,083$91.1K0.01%+28213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,026$86.3K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,000$84.1K<0.01%013F-HRTimeline
UNION SAVINGS BANK1,000$84.1K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC952$80.1K<0.01%013F-HRTimelineGroup
2UniFi Bank941$79.2K0.05%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT933$78.5K<0.01%-130,72113F-HRTimeline
WHITTIER TRUST CO932$78.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.926$77.9K<0.01%-2,89013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.909$76.5K0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC903$76K<0.01%-94713F-HRTimeline
Key Financial Inc900$75.7K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC818$68.8K0.01%013F-HRTimeline
Synergy Investment Management, LLC813$68.4K0.03%13F-HRTimeline
Continuum Advisory, LLC803$67.5K0.01%-13913F-HRTimeline
Missouri Trust & Investment Co800$67.3K0.02%013F-HRTimeline
HEARTLAND ADVISORS INC796$67K<0.01%new13F-HRTimeline
Generali Investments, Management Co LLC790$66.5K0.02%13F-HRTimeline
Beacon Capital Management, LLC788$66.3K0.01%-913F-HRTimeline
ADIRONDACK TRUST CO741$62.3K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.730$61K0.03%013F-HRTimeline
Crewe Advisors LLC722$60.8K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC683$57.5K<0.01%-8713F-HRTimelineGroup
Cape Investment Advisory, Inc.671$56.5K0.02%013F-HRTimeline
VESTOR CAPITAL, LLC656$55K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\647$54.4K<0.01%013F-HR/ATimelineGroup
Avion Wealth640$53K0.01%+30013F-HRTimeline
Grove Bank & Trust620$52.2K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…600$50.5K0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…593$49.9K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC571$48K0.02%13F-HRTimeline
Horrell Capital Management, Inc.575$48K0.01%-26613F-HRTimeline
Tradewinds Capital Management, LLC525$44.2K0.01%-3013F-HRTimeline
Register Financial Advisors LLC520$43.8K0.02%+3313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS500$42.1K0.02%013F-HRTimeline
Byrne Asset Management LLC493$41.5K0.03%+2813F-HRTimeline
TSFG, LLC481$41K0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.480$40.4K<0.01%+1913F-HRTimeline
Solstein Capital, LLC450$37.9K0.02%013F-HRTimeline
Founders Financial Alliance, LLC450$37.9K0.01%013F-HRTimeline
Tortoise Investment Management, LLC440$37K<0.01%new13F-HR/ATimeline
PSI Advisors, LLC439$36.9K0.01%-17713F-HRTimeline
SBI Securities Co., Ltd.427$35.9K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC425$35.8K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC412$34.7K<0.01%-213F-HRTimeline
Delos Wealth Advisors, LLC404$34K0.03%-2213F-HRTimeline
Davis Capital Management396$33.3K0.03%013F-HRTimeline
WealthShield Partners, LLC368$31K<0.01%+113F-HRTimeline
Winch Advisory Services, LLC361$30.4K0.01%+213F-HRTimeline
TRUST CO OF VERMONT342$28.8K<0.01%+5213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC336$28.3K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC335$28.2K0.01%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC330$28K<0.01%013F-HRTimelineGroup
Promus Capital, LLC322$27.1K0.02%13F-HR/ATimeline
Anchor Investment Management, LLC315$26.5K<0.01%013F-HRTimeline
TFC Financial Management, Inc.314$26.4K<0.01%+213F-HRTimeline
Armor Investment Advisors, LLC312$26.3K0.01%013F-HRTimeline
GoalVest Advisory LLC312$26.3K0.01%+1213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV317$26K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management312$26K<0.01%013F-HRTimeline
WASHINGTON TRUST Co303$25.5K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.300$25.2K<0.01%013F-HRTimeline
Westside Investment Management, Inc.300$25.2K0.01%-5013F-HRTimeline
Cordgrass Capital Advisors, LLC300$25.2K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV295$25K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…285$24K<0.01%013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.274$23K<0.01%-813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sherman Asset Management, Inc.265$22.3K0.02%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…257$21.6K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC257$21.6K<0.01%013F-HRTimeline
Legacy Bridge, LLC255$21.5K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC252$21.2K<0.01%new13F-HRTimeline
Main Street Group, LTD249$21K0.01%013F-HRTimeline
Olistico Wealth, LLC242$20.4K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC232$19.5K<0.01%+3113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …205$19.3K<0.01%new13F-HRTimelineGroup
Luken Investment Analytics, LLC227$19.1K0.01%013F-HRTimeline
Farther Finance Advisors, LLC222$18.7K<0.01%-4313F-HRTimeline
Strengthening Families & Communities, L…209$18K0.01%+113F-HRTimeline
UMB Bank, n.a.212$17.8K<0.01%-9313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC211$17.8K<0.01%+9513F-HRTimeline
Lowe Wealth Advisors, LLC210$17.7K0.01%-10013F-HRTimeline
SYM FINANCIAL Corp208$17.5K<0.01%+9713F-HRTimeline
Covestor Ltd197$17K0.01%+2113F-HRTimeline
MTM Investment Management, LLC192$16.2K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC196$16K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank180$15.1K0.01%-8513F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…177$14.9K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.176$14.7K<0.01%-24,11913F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …175$14.7K<0.01%013F-HRTimelineGroup
Weaver Capital Management LLC174$14.6K<0.01%-3,97413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC172$14.5K0.01%13F-HRTimeline
Citizens National Bank Trust Department169$14.2K<0.01%-6013F-HRTimeline
Ridgewood Investments LLC158$13.3K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.149$13.2K<0.01%-2,09213F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC156$13.1K<0.01%013F-HRTimeline
Caitlin John, LLC154$13K0.01%013F-HRTimeline
Blue Trust, Inc.150$12.6K<0.01%new13F-HR/ATimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC150$12.6K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)150$12.6K0.01%013F-HRTimeline
GAMMA Investing LLC144$12.1K<0.01%013F-HRTimeline
Archer Investment Corp143$12.1K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co138$11.6K<0.01%013F-HRTimeline
Atala Financial Inc138$11.6K0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC135$11.4K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC111$11K0.01%013F-HRTimeline
Transce3nd, LLC129$10.9K<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA125$10.5K<0.01%013F-HRTimeline
CITY HOLDING CO125$10.5K<0.01%+5013F-HRTimeline
Future Financial Wealth Managment LLC120$10.1K0.01%013F-HRTimeline
Sage Mountain Advisors LLC118$9.93K<0.01%013F-HRTimeline
ROGCO, LP115$9.68K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC105$8.84K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…104$8.75K<0.01%-93,02013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC100$8.41K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Square Financial Group, LLC100$8.41K0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …93$7.83K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.92$7.74K0.01%13F-HRTimeline
Modus Advisors, LLC89$7.49K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…81$6.82K<0.01%new13F-HRTimelineGroup
NCP Inc.78$6.5K<0.01%-3313F-HRTimeline
Center for Financial Planning, Inc.77$6.48K<0.01%013F-HRTimeline
McIlrath & Eck, LLC70$5.9K<0.01%+913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…66$5.55K<0.01%new13F-HRTimelineGroup
Viewpoint Capital Management LLC60$5.05K<0.01%013F-HRTimeline
Painted Porch Advisors LLC60$5.05K<0.01%013F-HRTimeline
Coston, McIsaac & Partners69$5K<0.01%013F-HRTimeline
ATWOOD & PALMER INC59$4.96K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC59$4.96K<0.01%013F-HRTimeline
Atlatl Advisers LLC59$4.96K<0.01%13F-HRTimeline
Eukles Asset Management55$4.63K<0.01%013F-HRTimeline
Millstone Evans Group, LLC55$4.63K<0.01%13F-HRTimeline
Abound Wealth Management53$4.46K<0.01%013F-HRTimeline
Orion Capital Management LLC52$4.4K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.51$4.29K<0.01%013F-HRTimeline
First PREMIER Bank42$4K<0.01%+113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.46$3.87K<0.01%13F-HRTimeline
Fortis Group Advisors, LLC44$3.69K<0.01%013F-HRTimeline
Morse Asset Management, Inc41$3.45K<0.01%013F-HRTimeline
Arax Advisory Partners40$3.37K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC40$3.37K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department38$3.2K<0.01%13F-HRTimelineGroup
REAP Financial Group, LLC37$3.11K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.32$2.73K<0.01%013F-HRTimeline
Bellwether Advisors, LLC30$2.52K<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK28$2.36K<0.01%-213F-HR/ATimelineGroup
WR Wealth Planners, LLC27$2.27K<0.01%013F-HRTimeline
WPG Advisers, LLC25$2.12K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC25$2.1K<0.01%-33913F-HRTimeline
Legacy Investment Solutions, LLC23$2.03K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23$2.03K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.87K<0.01%-90513F-HRTimelineGroup
Rakuten Securities, Inc.20$1.68K<0.01%-1313F-HRTimeline
SOA Wealth Advisors, LLC.18$1.51K<0.01%new13F-HR/ATimeline
Integrity Financial Corp /WA18$1.51K<0.01%013F-HRTimeline
SWAN Capital LLC15$1.27K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.15$1.26K<0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…15$1.26K<0.01%013F-HRTimeline
PFS Partners, LLC14$1.22K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11$1K<0.01%013F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC11$941<0.01%+413F-HRTimeline
Runnymede Capital Advisors, Inc.10$841<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC9$776<0.01%013F-HRTimeline
Tower View Wealth Management LLC9$758<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8$673<0.01%013F-HRTimeline
Signature Resources Capital Management,…8$673<0.01%013F-HRTimeline