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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
WHITTIER TRUST CO17,844$1.73M0.02%-26013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,694$1.71M0.25%-2,77313F-HRTimeline
Boltwood Capital Management17,687$1.71M0.52%-1,21813F-HRTimeline
Laurel Wealth Advisors LLC17,529$1.7M0.27%+51613F-HRTimeline
Foguth Wealth Management, LLC.16,851$1.69M0.44%-12,13113F-HRTimeline
Advisory Resource Group17,394$1.68M0.36%-91213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …17,358$1.68M0.25%+7,64513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC17,346$1.68M0.19%-61,97813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC17,337$1.68M0.02%-1,73813F-HRTimeline
Y-Intercept (Hong Kong) Ltd17,236$1.67M0.11%-22,42213F-HRTimeline
Sowell Financial Services LLC17,130$1.66M0.09%+2,44513F-HRTimeline
OKABENA INVESTMENT SERVICES INC17,092$1.65M0.46%+1,17613F-HRTimeline
Colony Family Offices, LLC16,384$1.59M0.5%013F-HRTimeline
Treynor Bancshares, Inc.16,239$1.57M1.66%-16,34313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC16,217$1.57M0.08%+84513F-HRTimeline
AMG National Trust Bank16,108$1.56M0.04%+32013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…16,071$1.56M<0.01%+9,55913F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,153$1.55M0.09%+5,24413F-HRTimelineGroup
Mendel Capital Management LLC15,867$1.54M0.93%+2,45313F-HRTimeline
Brueske Advisory Services, LLC15,845$1.53M1.36%13F-HRTimeline
HBW ADVISORY SERVICES LLC15,694$1.52M0.16%-43113F-HRTimeline
PRIVATE TRUST CO NA15,660$1.52M0.16%-2,80413F-HRTimeline
Everstar Asset Management, LLC15,638$1.51M1.07%+33613F-HRTimeline
Haverford Trust Co15,581$1.51M0.01%-22213F-HRTimeline
Bullock Wealth Management Group15,386$1.49M0.87%+4,98713F-HRTimeline
Capital Investment Advisors, LLC15,370$1.49M0.03%+95913F-HRTimeline
SCOTIA CAPITAL INC.15,364$1.49M0.01%+3,22413F-HRTimeline
Perennial Investment Advisors, LLC15,276$1.48M0.17%+2,82613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,279$1.48M<0.01%-10,32613F-HRTimelineGroup
BFSG, LLC15,257$1.48M0.17%-4,23313F-HRTimeline
D.B. Root & Company, LLC15,166$1.47M0.47%+113F-HRTimeline
Mirador Capital Partners LP15,128$1.46M0.27%+30313F-HRTimeline
NVWM, LLC15,031$1.46M0.37%-3313F-HRTimeline
Donald L. Hagan, LLC15,008$1.45M0.75%-3,44213F-HRTimeline
J.W. COLE ADVISORS, INC.14,901$1.44M0.06%+87313F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,891$1.44M0.04%new13F-HRTimeline
RiverGlades Family Offices LLC14,824$1.44M1.02%+18513F-HRTimeline
Mosley Wealth Management14,046$1.43M0.89%+2,08913F-HRTimeline
Waverly Advisors, LLC14,651$1.42M0.02%+9,34013F-HRTimeline
Farther Finance Advisors, LLC14,643$1.42M0.05%+5813F-HRTimeline
Fairvoy Private Wealth, LLC14,618$1.42M0.38%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,537$1.41M0.03%+1,01213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,509$1.4M0.1%+67013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.14,404$1.39M0.65%-7713F-HRTimeline
Avior Wealth Management, LLC14,401$1.39M0.05%-68413F-HRTimeline
STRAIGHTLINE GROUP LLC14,331$1.39M0.91%13F-HRTimeline
Fort Point Capital Partners LLC14,283$1.38M0.15%-6413F-HRTimeline
TAP Consulting, LLC14,131$1.37M0.28%-1,97513F-HRTimeline
Williams Jones Wealth Management, LLC.14,075$1.36M0.02%+7,33713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,985$1.35M0.34%+1,78813F-HRTimelineGroup
DEARBORN PARTNERS LLC13,959$1.35M0.06%+61513F-HRTimeline
Csenge Advisory Group13,866$1.34M0.07%+41113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,630$1.32M0.04%+91513F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC13,627$1.32M0.17%+1,09213F-HRTimeline
Edgestream Partners, L.P.13,614$1.32M0.06%+1,84513F-HRTimeline
Howard Capital Management, LLC13,358$1.29M0.02%-76913F-HRTimeline
10Elms LLP13,311$1.29M1.33%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,227$1.28M<0.01%+62213F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp13,059$1.26M0.08%+2,57113F-HRTimelineGroup
Leslie Global Wealth, LLC13,052$1.26M0.59%+12513F-HRTimeline
A. D. Beadell Investment Counsel, Inc.13,034$1.26M1.02%-7513F-HRTimeline
HARBOUR INVESTMENTS, INC.12,946$1.25M0.04%-1,31913F-HRTimeline
Agate Pass Investment Management, LLC12,799$1.24M0.56%new13F-HRTimeline
World Investment Advisors12,660$1.23M0.03%+9,65013F-HRTimeline
Pine Valley Investments Ltd Liability Co12,626$1.22M0.08%-2,45713F-HRTimeline
BAILARD, INC.12,613$1.22M0.03%+37113F-HRTimeline
APPLETON PARTNERS INC/MA12,597$1.22M0.09%+1,74613F-HRTimeline
WOLVERINE TRADING, LLC12,525$1.22M0.03%new13F-HRTimeline
Laidlaw Wealth Management LLC12,561$1.22M0.53%-13213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC12,278$1.19M0.33%+93113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…12,159$1.18M0.23%+48413F-HRTimelineGroup
INGALLS & SNYDER LLC12,054$1.17M0.05%013F-HRTimeline
Providence First Trust Co12,017$1.16M0.44%-34,14313F-HRTimeline
Berkeley Capital Partners, LLC12,002$1.16M0.32%new13F-HRTimeline
PLIMOTH TRUST CO LLC11,931$1.16M0.3%-1,36513F-HRTimeline
Glass Jacobson Investment Advisors llc11,908$1.15M0.38%-45713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Farmers National Bank11,857$1.15M0.33%13F-HRTimeline
Cladis Investment Advisory, LLC11,715$1.13M0.8%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,684$1.13M<0.01%+63913F-HRTimelineGroup
City Center Advisors, LLC11,538$1.12M1.25%+30513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV11,431$1.11M0.99%13F-HRTimeline
Quartz Partners, LLC11,406$1.1M0.67%-75913F-HRTimeline
Global Financial Private Client, LLC11,279$1.09M0.41%+2,42513F-HRTimeline
PROFFITT & GOODSON INC11,246$1.09M0.18%+12413F-HRTimeline
Magnus Financial Group LLC11,226$1.09M0.1%+1,54813F-HRTimeline
Dorsey & Whitney Trust CO LLC11,050$1.07M0.06%-9613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,984$1.06M0.01%+66213F-HRTimeline
Black Maple Capital Management LP10,970$1.06M0.81%013F-HRTimeline
Kessler Investment Group, LLC10,901$1.06M0.5%+29313F-HRTimeline
ARS Investment Partners, LLC10,667$1.03M0.09%-1,82913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,584$1.03M0.1%+1,59813F-HRTimeline
SVB WEALTH LLC10,612$1.03M0.02%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.10,540$1.02M0.22%+72213F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…10,473$1.01M0.01%-31013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC10,394$1.01M0.05%-10413F-HRTimeline
KKM Financial LLC9,796$984K0.41%+5,44813F-HRTimeline
Simplicity Wealth,LLC10,145$982K0.2%-9,40713F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …10,000$968K0.12%013F-HRTimelineGroup
IFP Advisors, Inc9,967$965K0.03%+2,50613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,954$964K0.01%-2,81013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,891$958K<0.01%+27513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,851$954K<0.01%+6,08113F-HRTimelineGroup
Rothschild Wealth LLC9,803$949K0.28%-9,17913F-HRTimeline
Schorn Wealth LLC9,802$949K0.31%new13F-HRTimeline
Wedmont Private Capital9,900$949K0.05%+85813F-HRTimeline
Elm Partners Management LLC9,787$947K0.06%+2,95913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,736$946K0.66%new13F-HRTimeline
Richard W. Paul & Associates, LLC9,669$936K0.34%-49713F-HRTimeline
Summit Financial, LLC9,641$933K0.03%+31313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,594$929K<0.01%+8,00813F-HR/ATimelineGroup
CWC Advisors, LLC.9,464$916K0.91%+23413F-HRTimeline
Jacobi Capital Management LLC9,459$916K0.07%-2413F-HRTimeline
Wealthfront Advisers LLC9,303$901K<0.01%+59313F-HR/ATimeline
D.A. DAVIDSON & CO.9,217$892K0.01%+11813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT9,135$884K0.18%013F-HRTimeline
Financial Advocates Investment Manageme…9,073$878K0.05%+1,94613F-HRTimeline
AAFMAA Wealth Management & Trust LLC9,026$874K0.38%+17813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC8,890$861K0.07%new13F-HRTimeline
First Horizon Advisors, Inc.8,883$860K0.02%+113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC8,854$857K<0.01%-57,10913F-HRTimelineGroup
Focus Financial Network, Inc.8,853$857K0.03%+22313F-HRTimeline
Parallax Volatility Advisers, L.P.8,818$854K0.02%-3,83213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC8,707$843K0.2%013F-HRTimeline
SP Asset Management LLC8,684$841K0.07%-53013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,657$838K0.22%13F-HRTimeline
Wilmington Savings Fund Society, FSB8,638$836K0.02%-23613F-HRTimeline
Trexquant Investment LP8,597$832K0.01%+1,22013F-HRTimeline
Marcum Wealth, LLC8,594$832K0.07%-16713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC8,519$825K0.15%-5013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,499$823K0.01%+3,74613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,464$819K<0.01%+6313F-HRTimelineGroup
WEDBUSH SECURITIES INC8,465$819K0.03%+2,00313F-HRTimeline
Argent Trust Co8,438$817K0.03%+1,50013F-HRTimeline
HB Wealth Management, LLC8,406$814K0.01%-6013F-HRTimeline
Hilton Capital Management, LLC8,399$813K0.07%-57,39013F-HRTimeline
First National Bank of Hutchinson8,365$810K0.49%013F-HRTimeline
Coppell Advisory Solutions LLC8,327$809K0.11%-57013F-HRTimeline
Trilogy Capital Inc.8,332$807K0.04%+5313F-HRTimeline
Brendel Financial Advisors LLC8,316$805K0.49%-16513F-HRTimeline
Atlas Legacy Advisors, LLC8,294$803K0.19%13F-HRTimeline
PETERSON WEALTH MANAGEMENT8,280$802K0.48%+66613F-HRTimeline
CALTON & ASSOCIATES, INC.8,262$800K0.35%new13F-HRTimeline
Northstar Advisory Group, LLC8,230$797K0.41%new13F-HRTimeline
Valeo Financial Advisors, LLC8,208$795K0.02%-3,03513F-HRTimeline
MMA ASSET MANAGEMENT LLC8,199$794K0.35%-10,69613F-HRTimeline
NewEdge Wealth, LLC8,154$789K0.01%-5,00613F-HRTimeline
Encompass More Asset Management8,143$788K0.26%-4,53213F-HRTimeline
RATIONAL ADVISORS, INC.8,120$786K0.08%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…8,106$785K0.6%13F-HR/ATimelineGroup
Golden State Wealth Management, LLC8,103$784K0.12%13F-HRTimeline
Hudson Value Partners, LLC8,086$784K0.29%+48213F-HRTimeline
Ifrah Financial Services, Inc.8,062$780K0.22%-11613F-HRTimeline
CENTRAL TRUST Co8,053$780K0.02%-21413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,045$779K0.23%-513F-HRTimeline
Howard Capital Management Group, LLC8,025$777K0.05%-3,01013F-HRTimeline
Ally Invest Advisors Inc.8,022$777K0.07%-19213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,010$775K<0.01%+1,08013F-HRTimelineGroup
Gateway Wealth Partners, LLC7,956$770K0.2%-52513F-HRTimeline
Waterway Wealth Management, LLC7,879$763K0.34%-21313F-HRTimeline
Loudon Investment Management, LLC7,830$758K0.43%013F-HRTimeline
True Vision MN LLC7,783$753K0.45%new13F-HRTimeline
Rockingstone Advisors LLC7,690$744K0.33%-18013F-HRTimeline
Transce3nd, LLC7,624$744K0.25%13F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD7,664$742K0.59%013F-HRTimeline
Bulltick Wealth Management, LLC7,651$741K0.17%+1,59613F-HRTimeline
KWB Wealth8,178$739K0.09%-2,84313F-HRTimeline
Arete Wealth Advisors, LLC7,613$739K0.05%+1213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC7,625$738K0.34%+1,41013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd7,618$737K0.05%new13F-HRTimelineGroup
Burford Brothers, Inc.7,613$737K0.36%+53313F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A7,580$734K<0.01%+21213F-HRTimelineGroup
Hopwood Financial Services, Inc.7,510$727K0.55%13F-HRTimeline
Pinnacle Family Advisors, LLC7,484$725K0.35%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp7,468$723K0.07%-5513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC7,468$723K0.05%-63113F-HRTimelineGroup
MKT Advisors LLC7,166$698K0.3%+93213F-HRTimeline
Fortis Capital Management LLC7,197$697K0.13%+1913F-HRTimeline
HRT FINANCIAL LP7,192$696K<0.01%new13F-HRTimeline
Phillips Wealth Planners LLC7,245$694K0.69%+29113F-HRTimeline
ADIRONDACK TRUST CO7,163$693K0.26%+5113F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV7,060$684K0.46%13F-HRTimeline
First Business Financial Services, Inc.7,057$683K0.07%013F-HRTimeline
Lunt Capital Management, Inc.7,054$683K0.27%-20613F-HRTimeline
Pines Wealth Management, LLC7,106$681K0.3%13F-HRTimeline
WT Wealth Management7,015$679K0.21%-21413F-HRTimeline
Welch Group, LLC6,980$678K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC6,998$677K0.02%+1,04913F-HRTimeline
Fulton Bank, N.A.6,993$677K0.03%+11813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,988$677K0.02%-33913F-HRTimelineGroup
Perigon Wealth Management, LLC6,948$671K0.02%+7513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP6,908$669K0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.6,828$661K0.08%+1,19813F-HRTimeline
Dynamic Wealth Strategies, LLC6,805$659K0.59%+19913F-HRTimeline
Advyzon Investment Management, LLC6,780$656K0.25%13F-HRTimeline
Moors & Cabot, Inc.6,774$656K0.03%+68413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,751$654K<0.01%-56413F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC6,750$653K0.17%+1,60013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,741$653K0.06%013F-HRTimeline
FIRST UNITED BANK & TRUST6,710$650K0.24%-35013F-HRTimeline
Retirement Planning Group, LLC6,695$648K0.03%+32513F-HRTimeline