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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
PFG Investments, LLC6,673$646K0.04%-73313F-HRTimeline
jvl associates llc6,625$641K0.24%-15113F-HRTimeline
Madison Wealth Partners, Inc6,625$641K0.18%+2813F-HRTimeline
Busey Bank6,582$637K0.02%-2813F-HRTimeline
Financial Engines Advisors L.L.C.6,502$629K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC6,499$629K0.02%+29913F-HRTimeline
Koshinski Asset Management, Inc.6,437$623K0.06%+87113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,411$621K0.28%-1,30613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,365$616K0.13%new13F-HRTimeline
Kaizen Financial Strategies6,364$616K0.35%+1,50113F-HRTimeline
Occidental Asset Management, LLC6,320$612K0.1%+8013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,320$612K0.06%+90013F-HRTimeline
Composition Wealth, LLC6,153$596K0.01%+51013F-HRTimeline
Greystone Financial Group, LLC6,142$595K0.1%-21813F-HRTimeline
Second Half Financial Partners, LLC6,137$594K0.29%+22713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,076$588K0.05%new13F-HRTimelineGroup
Whalen Wealth Management Inc.6,065$587K0.41%+1,71713F-HRTimeline
Sherman Asset Management, Inc.5,996$580K0.53%13F-HRTimeline
Provident Co of the Employees of the He…5,965$577K0.67%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC5,830$564K0.16%13F-HRTimeline
Charter Oak Capital Management, LLC5,792$561K0.05%013F-HRTimeline
Caldwell Trust Co5,773$559K0.06%-99413F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/5,750$557K0.66%-1,16613F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,705$552K0.15%013F-HRTimeline
Hardy Reed LLC5,659$548K0.05%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC5,599$542K0.16%new13F-HRTimeline
Hexagon Capital Partners LLC5,596$542K0.1%-39713F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,540$536K0.21%13F-HRTimeline
Elevated Capital Advisors, LLC5,526$535K0.15%-9,52913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,500$532K0.05%+2,00013F-HRTimelineGroup
PEAK FINANCIAL ADVISORS LLC5,488$531K0.28%013F-HRTimeline
Manchester Capital Management LLC5,485$531K0.06%+15513F-HRTimeline
Mystic Asset Management, Inc.5,480$531K0.14%+30013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC5,458$528K0.24%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,433$526K0.04%+10913F-HRTimelineGroup
Ironwood Investment Counsel, LLC5,423$525K0.09%+813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,411$524K<0.01%+1413F-HRTimelineGroup
Blue Chip Partners, LLC5,388$522K0.04%+28813F-HRTimeline
Beacon Financial Advisory LLC5,328$516K0.17%+55913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,291$512K0.01%013F-HRTimeline
Grassi Investment Management5,256$509K0.04%013F-HR/ATimeline
Americana Partners, LLC5,253$509K0.02%+9013F-HRTimeline
Ausdal Financial Partners, Inc.5,233$507K0.04%+11113F-HRTimeline
Penobscot Investment Management Company…5,211$504K0.05%-38013F-HRTimeline
Choate Investment Advisors5,177$501K0.01%013F-HRTimeline
AdvisorNet Financial, Inc5,176$501K0.04%+7213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,170$501K<0.01%+78413F-HRTimelineGroup
Gryphon Financial Partners LLC5,166$500K0.07%+38313F-HRTimeline
Xcel Wealth Management, LLC5,163$500K0.14%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,072$491K<0.01%+50313F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT5,069$491K0.17%+113F-HRTimeline
Fragasso Financial Advisors Inc5,040$488K0.04%+413F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…5,000$484K0.09%013F-HRTimelineGroup
Sather Financial Group Inc5,000$484K0.03%013F-HRTimeline
Luminist Capital LLC4,985$483K0.84%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,971$481K0.11%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,970$481K0.01%new13F-HRTimelineGroup
Larson Financial Group LLC4,967$481K0.02%+16013F-HRTimeline
SWMG, LLC4,829$479K0.19%+14513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,915$476K0.28%13F-HRTimeline
FINANCIAL COUNSELORS INC4,902$475K0.01%-1,91013F-HRTimeline
Legacy Capital Group California, Inc.4,885$473K0.14%+1,43613F-HRTimeline
Destiny Wealth Partners, LLC4,815$466K0.08%013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC4,787$463K0.07%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,741$459K0.02%+52313F-HRTimeline
Strategic Investment Advisors / MI4,732$458K0.05%-66513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,727$458K0.01%+15413F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC4,717$457K0.04%+48813F-HRTimeline
STOCK YARDS BANK & TRUST CO4,686$454K0.02%013F-HRTimeline
ROCKLAND TRUST CO4,684$453K0.02%+43913F-HRTimeline
Constitution Capital LLC4,677$453K0.25%+47013F-HRTimeline
Clarius Group, LLC4,672$452K0.03%013F-HRTimeline
Crews Bank & Trust4,640$449K0.08%13F-HRTimeline
WEALTHGARDEN F.S. LLC4,590$444K0.42%-12813F-HRTimeline
TRUST POINT INC.4,524$438K0.03%013F-HRTimeline
Blue Fin Capital, Inc.4,523$438K0.08%-7113F-HRTimeline
THOMPSON DAVIS & CO., INC.4,513$437K0.28%+50413F-HRTimeline
CHOREO, LLC4,491$436K0.01%-3113F-HRTimeline
Financial Advisors Network, Inc.4,477$433K0.07%13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,474$433K0.39%+2513F-HRTimeline
Visionary Wealth Advisors4,458$432K0.03%-12,86413F-HRTimeline
AMJ Financial Wealth Management4,441$430K0.12%+7413F-HRTimeline
Enterprise Bank & Trust Co4,440$430K0.14%013F-HRTimeline
Global Trust Asset Management, LLC4,415$427K0.16%+56513F-HRTimeline
BLB&B Advisors, LLC4,409$427K0.02%+82413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,391$425K0.02%+56913F-HRTimeline
MONTAG A & ASSOCIATES INC4,376$424K0.02%+17713F-HRTimeline
Keel Point, LLC4,354$422K0.03%-213F-HRTimeline
EVOKE WEALTH, LLC4,346$421K0.01%-32313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,365$417K0.04%-26513F-HR/ATimeline
Concorde Asset Management, LLC4,290$415K0.22%-4513F-HRTimeline
GROUP ONE TRADING LLC4,283$415K0.01%new13F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,255$414K<0.01%+2,32813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,270$413K0.01%013F-HRTimeline
Concentric Capital Strategies, LP4,261$413K0.03%new13F-HRTimeline
Vise Technologies, Inc.4,249$411K0.03%new13F-HRTimeline
Tyler-Stone Wealth Management4,221$409K0.07%-1313F-HRTimeline
Arkadios Wealth Advisors4,221$409K0.02%+25813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,189$406K0.03%-70613F-HRTimeline
Secure Asset Management, LLC4,184$405K0.06%+88313F-HRTimeline
Maiden Cove Capital, LLC4,168$404K0.38%-1613F-HRTimeline
Talisman Wealth Advisors LLC4,160$403K0.43%-29113F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC4,115$398K0.09%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WESBANCO BANK INC4,044$392K0.01%-1513F-HRTimeline
Safe Harbor Fiduciary, LLC4,041$391K0.4%-5313F-HRTimeline
Garrett Wealth Advisory Group, LLC4,029$390K0.09%013F-HRTimeline
HOURGLASS CAPITAL, LLC4,000$387K0.11%new13F-HRTimeline
Alteri Wealth LLC3,987$386K0.11%13F-HRTimeline
Barnes Wealth Management Group, Inc3,980$385K0.26%13F-HRTimeline
Amplius Wealth Advisors, LLC3,976$385K0.04%-21013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,973$385K0.17%-6513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,887$376K0.01%13F-HRTimeline
Centennial Wealth Advisory LLC3,869$375K0.15%-15513F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…3,867$374K0.06%new13F-HRTimelineGroup
Legacy Wealth Management, LLC3,861$374K0.02%-7613F-HRTimeline
Seven Springs Wealth Group, LLC3,813$369K0.14%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,810$369K<0.01%+48813F-HR/ATimelineGroup
Prostatis Group LLC3,802$368K0.11%-32513F-HRTimeline
Councilmark Asset Management, LLC3,800$368K0.25%013F-HRTimeline
United Bank3,797$368K0.16%+54413F-HRTimeline
Rothschild Capital Partners, LLC3,770$365K0.09%new13F-HRTimeline
SOL Capital Management CO3,735$362K0.04%-4513F-HRTimeline
SAPIENT CAPITAL LLC3,715$360K0.01%new13F-HRTimeline
Spartan Planning & Wealth Management3,706$359K0.33%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,697$358K0.02%013F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC3,697$358K0.13%-10,12913F-HR/ATimeline
MWA Asset Management3,665$355K0.24%-5513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,625$351K0.01%-6913F-HRTimeline
Smith Anglin Financial, LLC3,572$346K0.03%+1,10813F-HRTimeline
Arlington Financial Advisors, LLC3,551$344K0.07%new13F-HRTimeline
BOKF, NAin group BOKF, NA3,582$343K0.01%013F-HRTimelineGroup
DMC Group, LLC3,530$342K0.28%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC3,500$339K0.09%+50013F-HRTimeline
Sage Capital Advisors,llc3,498$339K0.09%013F-HRTimeline
United Advisor Group, LLC3,498$339K0.07%-1,36713F-HRTimeline
TOWNSQUARE CAPITAL LLC3,492$338K<0.01%+7113F-HRTimeline
MEANS INVESTMENT CO., INC.3,482$337K0.04%+913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,470$336K0.01%-5713F-HRTimeline
KDK Private Wealth Management, LLC3,418$331K0.34%13F-HRTimeline
VIAWEALTH, LLC3,409$330K0.2%013F-HRTimeline
Wealth Watch Advisors, INC3,408$330K0.21%13F-HRTimeline
First Citizens Financial Corp3,407$330K0.18%+1,09913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,395$329K0.12%+3013F-HRTimeline
Stenger Family Office, LLC3,367$326K0.11%13F-HRTimeline
Sequent Planning LLC3,338$323K0.12%+96713F-HRTimeline
SkyOak Wealth, LLC3,272$317K0.07%013F-HRTimeline
Disciplined Investors, L.L.C.3,295$316K0.3%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,260$316K<0.01%new13F-HRTimeline
One Day In July LLC3,259$316K0.03%+113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC3,245$314K0.06%-15013F-HRTimelineGroup
Ring Mountain Capital, LLC3,241$314K0.21%13F-HRTimeline
Nautilus Advisors LLC3,225$312K0.25%13F-HRTimeline
Midwest Financial Group LLC3,207$310K0.18%+313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,197$310K0.03%new13F-HRTimelineGroup
Astra Wealth Partners LLC3,196$309K0.29%13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,177$308K0.06%+35313F-HRTimeline
Severin Investments, LLC3,167$307K0.31%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,137$305K0.03%new13F-HRTimeline
JPL Wealth Management, LLC3,140$304K0.09%13F-HRTimeline
One River Asset Management, LLC3,124$303K0.45%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC3,104$300K0.09%013F-HRTimeline
Bowman & Co S.C.3,091$299K0.15%new13F-HRTimeline
Founders Financial Alliance, LLC3,085$299K0.08%-6013F-HRTimeline
Abbot Financial Management, Inc.3,075$298K0.15%013F-HRTimeline
LPWM LLC3,066$297K0.1%new13F-HRTimeline
McAdam, LLC3,051$295K0.02%+2013F-HRTimeline
Colonial River Investments, LLC3,047$295K0.14%-3413F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,256$294K0.03%013F-HRTimeline
WMS Partners, LLC3,038$294K0.02%+813F-HRTimeline
Accel Wealth Management3,023$293K0.11%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,877$290K0.04%-613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,993$290K0.02%013F-HRTimelineGroup
Good Life Advisors, LLC2,982$289K0.02%new13F-HRTimeline
Empower Advisory Group, LLC2,974$288K<0.01%+3213F-HRTimeline
Total Wealth Planning & Management, Inc.2,942$285K0.28%13F-HRTimeline
IEQ CAPITAL, LLC2,919$283K<0.01%-16113F-HRTimeline
YHB Investment Advisors, Inc.2,919$283K0.02%013F-HRTimeline
Sebold Capital Management, Inc.2,910$282K0.19%new13F-HRTimeline
Legacy Private Trust Co.2,902$281K0.02%-17513F-HRTimeline
Quadrant Private Wealth Management, LLC2,891$280K0.07%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,872$278K0.03%-7513F-HRTimeline
AVALON CAPITAL MANAGEMENT2,866$277K0.09%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA2,850$276K0.07%-15013F-HRTimeline
First International Bank & Trust2,845$275K0.09%013F-HRTimeline
ABLE Financial Group, LLC2,841$275K0.08%-11113F-HRTimeline
Cornerstone Wealth Management, LLC2,835$274K0.02%+213F-HRTimeline
Watts Gwilliam & Co., LLC2,797$274K0.06%013F-HRTimeline
InTrack Investment Management Inc2,855$273K0.19%013F-HRTimeline
SYNOVUS FINANCIAL CORP2,806$272K<0.01%-82913F-HRTimeline
Coordinated Financial Services, Inc.2,786$270K0.21%13F-HRTimeline
Family Firm, Inc.2,774$269K0.06%-213F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,767$268K0.11%-413F-HRTimelineGroup
Tyche Wealth Partners LLC2,765$268K0.06%-1413F-HRTimeline
Jaffetilchin Investment Partners, LLC2,764$268K0.02%+613F-HRTimeline
Obsidian Personal Planning Solutions LLC2,584$265K0.13%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,730$264K0.03%13F-HRTimeline
Rollins Financial Advisors, LLC2,725$264K0.04%-7513F-HRTimeline
Mechanics Bank Trust Department2,695$261K0.03%new13F-HRTimeline
Waldron Private Wealth LLC2,695$261K0.01%+14413F-HRTimeline
WORLD EQUITY GROUP, INC.2,642$256K0.05%new13F-HRTimeline