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Disclosery

XLC SELECT SECTOR SPDR TR

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SHS (fund)

1,041 managers (1,054 13F filers) reported a position in XLC shares at 2024-12-31, 175,163,507 shares in all. 98 filers opened a position and 62 filers sold out during the quarter.

Managers
1,041
13F filers
1,054
New
98
Added
408
Reduced
313
Sold out
62
Shares held by filers
175,163,507

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
Allspring Global Investments Holdings, …in group Allspring Global Investments …62,173$6.02M0.01%-38,38813F-HRTimelineGroup
INNEALTA CAPITAL, LLC62,158$6.02M2.93%-63,90213F-HRTimeline
Advisory Services Network, LLC61,979$6M0.11%-33,26713F-HRTimeline
Financially Speaking Inc61,926$6M4.07%13F-HRTimeline
Gladstone Institutional Advisory LLC61,900$5.99M0.28%+16,08113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC61,326$5.94M<0.01%+18,06213F-HRTimelineGroup
High Note Wealth, LLC60,770$5.88M1.53%-79313F-HRTimeline
WealthCare Investment Partners, LLC60,053$5.84M2.55%-2,46813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…60,023$5.81M0.13%+16,25013F-HRTimelineGroup
Innova Wealth Partners59,859$5.79M3.65%+55,56713F-HRTimeline
Ascent Wealth Partners, LLC59,700$5.78M0.78%+28713F-HRTimeline
Sharper & Granite LLC59,313$5.74M2.53%+6,58813F-HRTimeline
SYKON CAPITAL LLC58,310$5.64M1.94%-7,06413F-HRTimeline
Wall Street Financial Group, Inc.58,028$5.62M5.49%+3,89213F-HRTimeline
JMAC ENTERPRISES LLC57,447$5.56M0.87%+2,55313F-HRTimeline
B. Riley Wealth Advisors, Inc.57,372$5.55M0.18%+2,15913F-HRTimeline
FIRST MERCHANTS CORP57,293$5.55M0.21%+59513F-HRTimeline
Roundview Capital LLC56,280$5.45M0.38%+78913F-HRTimeline
CX Institutional55,853$5.41M0.21%+11,89213F-HRTimeline
Essex LLC55,667$5.39M1.13%+1,58113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…55,450$5.37M0.08%-1,98713F-HRTimelineGroup
New Millennium Group LLC54,750$5.3M3.1%+53,77013F-HRTimeline
AlphaMark Advisors, LLC54,419$5.27M2.28%+2,51313F-HRTimeline
Leicht Financial Planning & Wealth Mana…53,976$5.23M2.67%-1,01213F-HRTimeline
Pallas Capital Advisors LLC53,650$5.19M0.22%-79713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC53,206$5.15M0.1%+2,98713F-HRTimeline
Baker Avenue Asset Management, LP53,026$5.13M0.16%+2,42413F-HRTimeline
Generali Investments, Management Co LLC52,825$5.11M1.32%13F-HRTimeline
Eisler Capital Management Ltd.52,500$5.1M0.17%13F-HRTimeline
Cornerstone Wealth Group, LLC52,675$5.1M0.42%new13F-HRTimeline
Peak Retirement Planning, Inc.51,622$4.9M3.31%13F-HRTimeline
Trust Co50,455$4.88M0.56%+2,77813F-HRTimeline
Callan Capital, LLC50,279$4.87M0.36%-1,25713F-HRTimeline
EASTERN BANK49,385$4.78M0.09%+37613F-HRTimeline
Creative Planningin group Creative Planning48,609$4.71M<0.01%+12,82813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV48,392$4.68M0.01%-85,97513F-HRTimeline
Monument Capital Management47,958$4.64M1.28%new13F-HRTimeline
Mutual Advisors, LLC47,663$4.6M0.13%-1,15813F-HRTimeline
Symmetry Partners, LLC47,458$4.59M0.65%+9,82613F-HRTimeline
NorthCoast Asset Management LLC47,163$4.58M0.02%-1,89813F-HR/ATimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…46,600$4.57M5.02%-4,60013F-HRTimelineGroup
Darwin Wealth Management, LLC46,826$4.53M1.52%-6,32413F-HR/ATimeline
TRUST CO OF OKLAHOMA46,654$4.52M1.44%+1,08313F-HRTimeline
5th Street Advisors, LLC46,393$4.49M2.34%+40113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,374$4.49M0.07%+15,55713F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management46,290$4.48M0.01%+33,95913F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC46,232$4.48M0.32%-9113F-HRTimeline
FMR LLCin group FMR LLC46,038$4.46M<0.01%+3,51213F-HRTimelineGroup
Horizon Investments, LLC45,566$4.41M0.13%+9,59913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.45,014$4.36M0.05%+4,81613F-HRTimelineGroup
Bonfire Financial44,758$4.33M3.92%13F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL44,698$4.33M0.1%-90513F-HRTimeline
Terra Nova Asset Management LLC44,195$4.28M3.26%+13013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…44,100$4.27M0.04%013F-HRTimelineGroup
Attessa Capital LLC43,528$4.21M2.87%13F-HRTimeline
Simmons Bankin group Simmons Bank42,696$4.13M0.3%-1,48913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC42,667$4.13M0.14%+4,09613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC42,473$4.11M0.37%-1,81613F-HRTimelineGroup
3EDGE Asset Management, LP42,465$4.11M0.25%+26,68113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP42,445$4.11M0.48%-9013F-HRTimeline
TrinityPoint Wealth, LLC42,194$4.08M0.57%+1,93213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…41,973$4.06M0.04%new13F-HRTimelineGroup
Freedom Investment Management, Inc.41,335$4M0.33%-1,39713F-HRTimeline
McCollum Christoferson Group LLC41,180$3.99M1.18%+3,26513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP40,721$3.94M<0.01%new13F-HRTimelineGroup
Ciovacco Capital Management LLC40,534$3.92M2.24%-40413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC40,043$3.88M1.04%+1,51213F-HRTimeline
Friedenthal Financial39,856$3.86M2.26%+47213F-HRTimeline
SIMPLEX TRADING, LLC39,855$3.86M0.11%+16,46213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…39,529$3.83M0.38%+82613F-HRTimelineGroup
Fortis Group Advisors, LLC38,931$3.77M0.7%+35,53713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding38,688$3.75M-33,953Timeline
LOWE BROCKENBROUGH & CO INC37,915$3.67M0.24%-5513F-HRTimeline
NWAM LLC37,820$3.66M0.23%+3,67313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC37,758$3.66M1.39%+2,81213F-HR/ATimeline
Signal Advisors Wealth, LLC37,699$3.65M0.41%+7,74413F-HRTimeline
Cooksen Wealth, LLC37,471$3.63M3.34%+69113F-HRTimeline
Atria Wealth Solutions, Inc.37,300$3.61M0.04%+11,55813F-HRTimeline
SkyView Investment Advisors, LLC37,065$3.59M0.57%+2,62113F-HRTimeline
Integrated Advisors Network LLC36,616$3.54M0.17%+5,37113F-HRTimeline
WESPAC Advisors SoCal, LLC36,247$3.51M0.79%-15,46613F-HRTimeline
Matrix Trust Co36,063$3.49M0.61%+16,44813F-HRTimeline
GREAT LAKES ADVISORS, LLC35,938$3.48M0.03%+27,05613F-HRTimeline
Federation des caisses Desjardins du Qu…35,765$3.46M0.02%-1,51913F-HRTimeline
FSA WEALTH PARTNERS, INC.35,617$3.45M0.81%-1,42113F-HRTimeline
SRB CORPin group SRB CORP34,940$3.38M0.19%new13F-HRTimelineGroup
GeoWealth Management, LLC34,933$3.38M0.11%+19,39813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC34,796$3.37M0.27%+3,56213F-HR/ATimeline
Western Wealth Management, LLC34,410$3.33M0.22%-8,43113F-HR/ATimeline
Prime Capital Investment Advisors, LLC34,401$3.33M0.05%-44913F-HRTimeline
Canton Hathaway, LLC34,244$3.31M0.83%+3,79513F-HRTimeline
Strategic Financial Partners, Ltd.34,068$3.3M1.68%-1,43513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,060$3.3M0.01%+8,66213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.33,878$3.28M<0.01%-93,96313F-HRTimeline
Cresset Asset Management, LLC33,776$3.27M0.02%-22,26113F-HRTimeline
Marion Wealth Management33,525$3.25M0.86%-6513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.33,370$3.23M0.38%-1,29313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,066$3.2M<0.01%+16,72213F-HRTimelineGroup
Centric Wealth Management32,033$3.1M0.84%+4,11413F-HRTimeline
Bray Capital Advisors31,544$3.05M0.83%-40513F-HRTimeline
111 Capital31,540$3.05M0.64%13F-HRTimeline
Buckingham Capital Management, Inc.31,381$3.04M0.35%+73413F-HRTimeline
Sigma Planning Corp31,111$3.01M0.09%+11,55113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers30,989$3M0.01%+2,97213F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.30,834$2.99M0.19%+10,97913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV30,809$2.98M0.24%-3,62013F-HRTimeline
Venturi Wealth Management, LLC30,270$2.93M0.14%-1,67713F-HRTimeline
Quantinno Capital Management LP29,708$2.88M0.03%+7,69913F-HRTimeline
Modern Wealth Management, LLC29,674$2.87M0.11%new13F-HR/ATimeline
TD Waterhouse Canada Inc.29,549$2.86M0.02%+15513F-HRTimeline
Transform Wealth, LLC29,524$2.86M0.16%+39813F-HRTimeline
NWF Advisory Services Inc.29,389$2.85M0.42%-13913F-HRTimeline
Private Wealth Advisors, LLC29,264$2.83M1.24%+7213F-HRTimeline
Beaumont Financial Advisors, LLC28,843$2.79M0.21%+98513F-HRTimeline
OAK FAMILY ADVISORS, LLC28,509$2.76M1.08%+12,08813F-HRTimeline
Per Stirling Capital Management, LLC.28,463$2.76M0.39%+21,00513F-HRTimeline
Zullo Investment Group, Inc.28,325$2.74M1.11%-1,19913F-HRTimeline
Nelson Capital Management, LLC28,006$2.71M0.45%+11513F-HRTimeline
ABOUND FINANCIAL, LLC27,128$2.63M1.33%13F-HRTimeline
Fourth Dimension Wealth, LLC27,025$2.62M1.37%13F-HRTimeline
Chesapeake Wealth Management27,023$2.62M0.9%-1,03013F-HRTimeline
Smart Portfolios, LLC26,908$2.6M2.73%-2,18913F-HRTimeline
Park Edge Advisors, LLC26,744$2.59M0.75%+5,43213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,666$2.58M<0.01%-1,54613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,642$2.58M0.08%+6,80513F-HRTimelineGroup
Quantitative Investment Management, LLC26,631$2.58M0.19%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,415$2.56M-573Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,812$2.5M0.1%-74813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC25,797$2.5M0.06%-14,92413F-HRTimeline
RPg Family Wealth Advisory, LLC25,700$2.49M0.88%+2,41713F-HRTimeline
Evercore Wealth Management, LLC25,098$2.43M0.04%-2,20713F-HRTimeline
Regal Investment Advisors LLC25,056$2.43M0.18%+3,50013F-HRTimeline
Beacon Pointe Advisors, LLC24,988$2.42M0.03%+62613F-HRTimeline
CFC Planning Co LLC24,820$2.4M2.57%13F-HRTimeline
IAM Advisory, LLC24,385$2.36M0.6%-1,09713F-HRTimeline
IFG Advisory, LLC24,264$2.35M0.13%+27213F-HRTimeline
Intrua Financial, LLC24,256$2.35M0.38%-1,92113F-HRTimeline
Kingstone Capital Partners Texas, LLC24,264$2.35M1.91%13F-HRTimeline
SMART Wealth LLC24,201$2.34M0.83%+93313F-HRTimeline
SYON CAPITAL LLC24,185$2.34M0.21%-3,63513F-HRTimeline
Clarus Wealth Advisors24,112$2.31M1.15%+2,91413F-HRTimeline
PATTEN & PATTEN INC/TN23,869$2.31M0.15%-46513F-HRTimeline
Apexium Financial, LP23,738$2.3M0.14%+39313F-HRTimeline
St. Johns Investment Management Company…23,731$2.3M1.07%-2,22413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,711$2.3M0.21%-513F-HRTimeline
AdvisorShares Investments LLC23,481$2.27M0.44%-1,84613F-HRTimeline
Joel Isaacson & Co., LLC23,452$2.27M0.1%+55413F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC23,426$2.27M2.49%new13F-HRTimeline
United Asset Strategies, Inc.23,258$2.25M0.21%-43513F-HRTimeline
Talon Private Wealth, LLC23,224$2.25M0.47%+12,91813F-HR/ATimeline
ROVIN CAPITAL /UT/ /ADV23,155$2.23M0.8%-29913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC22,914$2.22M0.7%-75213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…22,871$2.21M0.84%+3,77313F-HRTimeline
Ridgepath Capital Management LLC22,816$2.21M1.02%-14,82413F-HRTimeline
One Charles Private Wealth Services, LLC22,764$2.2M0.74%-3813F-HRTimeline
MORTON COMMUNITY BANK22,733$2.2M0.58%-5613F-HRTimeline
HOLDERNESS INVESTMENTS CO22,586$2.19M0.48%-1413F-HRTimeline
Bramshill Investments, LLC22,500$2.18M0.34%+4,76713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…22,413$2.17M0.01%-9113F-HRTimelineGroup
Prospera Financial Services Inc22,340$2.16M0.05%+1,16513F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…22,260$2.15M7.13%013F-HRTimeline
Bank of Marin21,936$2.12M1.68%-6613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC21,935$2.12M0.18%-6,27513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC21,704$2.1M1.61%+11,13813F-HRTimeline
HERBST GROUP, LLC21,669$2.1M1.31%+30413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC21,667$2.1M1.18%+5,76713F-HRTimeline
Stockman Wealth Management, Inc.21,628$2.09M0.33%-7113F-HRTimeline
Glenview Trust Co21,608$2.09M0.04%+6,68213F-HRTimeline
Realta Investment Advisors21,241$2.08M0.85%+22913F-HRTimeline
Point Windward Advisors Inc.21,312$2.06M0.77%-15113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding21,131$2.05M-148Timeline
GERMAN AMERICAN BANCORP, INC.20,944$2.03M0.21%+79813F-HRTimeline
Cornerstone National Bank & Trust Co20,775$2.01M0.92%+65413F-HRTimeline
Fiduciary Group, LLC20,697$2M0.2%+3,69313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC20,626$2M0.25%+4,08613F-HRTimeline
Snowden Capital Advisors LLC20,554$1.99M0.06%+58813F-HRTimeline
Orion Porfolio Solutions, LLC20,378$1.97M0.02%-3,48313F-HRTimeline
Orion Portfolio Solutions, LLC20,378$1.97M0.02%-3,48313F-HRTimeline
Patten Group, Inc.20,335$1.97M0.44%+7,61613F-HRTimeline
Bragg Financial Advisors, Inc20,304$1.97M0.08%+52113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC21,693$1.96M0.15%013F-HRTimelineGroup
EPG Wealth Management LLC20,162$1.95M0.51%-2,26813F-HRTimeline
Salomon & Ludwin, LLC19,991$1.94M0.21%-32513F-HRTimeline
MontVue Capital Management, Inc.19,974$1.93M1.47%-26013F-HRTimeline
Soltis Investment Advisors LLC19,888$1.93M0.18%-73913F-HRTimeline
Fulcrum Equity Management19,867$1.92M1.9%+3,95013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC19,757$1.91M0.04%-49013F-HRTimeline
PCG ASSET MANAGEMENT, LLC19,437$1.88M1.65%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,307$1.87M0.06%-33013F-HRTimelineGroup
Redwood Financial Network Corp19,219$1.86M1.39%+23113F-HRTimeline
Essential Planning, LLC.19,500$1.86M0.01%new13F-HRTimeline
Guardian Asset Advisors, LLC19,116$1.85M1.19%+24213F-HRTimeline
Avitas Wealth Management LLC19,054$1.84M0.26%-1,07513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,017$1.84M0.02%+4,73713F-HRTimeline
Capital Investment Counsel, LLC18,984$1.84M0.31%+8,41813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.18,770$1.82M0.01%-6,64813F-HRTimeline
DDD Partners, LLC18,739$1.81M0.22%+29013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC18,485$1.79M0.11%-36213F-HRTimeline
COUNTRY TRUST BANK18,271$1.77M0.04%-10213F-HRTimeline
Roberts Wealth Advisors, LLC17,880$1.74M0.53%-2,10513F-HRTimeline