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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
SC&H Financial Advisors, Inc.2,640$256K0.05%013F-HRTimeline
Nadler Financial Group, Inc.2,630$255K0.03%013F-HRTimeline
Hoxton Planning & Management, LLC2,619$254K0.1%013F-HRTimeline
One Capital Management, LLC2,618$253K0.01%-1,34513F-HRTimeline
Bank of New Hampshire2,606$252K0.06%013F-HRTimeline
Kovack Advisors, Inc.2,601$252K0.02%+113F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,599$252K0.2%-77313F-HRTimeline
SIGNATUREFD, LLC2,597$251K<0.01%+57213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,596$251K<0.01%+13513F-HRTimelineGroup
DUNCKER STREETT & CO INC2,580$250K0.05%-31013F-HRTimeline
BRIGHTON JONES LLC2,580$250K0.01%new13F-HR/ATimeline
Icon Wealth Advisors, LLC2,575$249K0.02%-28013F-HRTimeline
Strategic Wealth Partners, Ltd.2,366$248K0.02%new13F-HRTimeline
Arlington Capital Management, Inc.2,556$247K0.17%-1,73613F-HRTimeline
Ironwood Financial, llc2,552$247K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,541$246K0.06%+25413F-HRTimeline
RMR Wealth Builders2,538$246K0.03%-313F-HR/ATimeline
VISTA INVESTMENT MANAGEMENT2,510$243K0.09%+4013F-HRTimeline
Evernest Financial Advisors, LLC2,500$242K0.06%013F-HRTimeline
New Century Financial Group, LLC2,461$241K0.1%-20613F-HRTimeline
Collaborative Wealth Managment Inc.2,484$240K0.11%-3213F-HRTimeline
Caprock Group, LLC2,464$239K0.01%new13F-HRTimeline
Narus Financial Partners, LLC2,446$237K0.08%-413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,430$235K0.02%013F-HRTimelineGroup
Kraft, Davis & Associates, LLC2,264$234K0.07%-2313F-HRTimeline
Invera Wealth Advisors, LLC2,340$233K0.23%013F-HRTimeline
Bison Wealth, LLC2,398$232K0.05%+313F-HRTimeline
4WEALTH ADVISORS, INC.2,377$230K0.24%13F-HRTimeline
Three Bridge Wealth Advisors, LLC2,364$229K0.08%013F-HRTimeline
First National Trust Co2,363$229K0.01%013F-HRTimeline
BCS Wealth Management2,356$228K0.06%013F-HRTimeline
Montecito Bank & Trust2,318$224K0.04%-68013F-HRTimeline
Camarda Financial Advisors, LLC2,314$224K0.08%+8613F-HRTimeline
Stonebrook Private Inc.2,299$223K0.06%new13F-HRTimeline
Aries Wealth Management2,297$222K0.06%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,278$221K0.11%+1113F-HRTimeline
NIXON PEABODY TRUST CO2,250$218K0.02%013F-HRTimeline
CRA Financial Services, LLC2,203$213K0.04%-15013F-HRTimeline
Byrne Asset Management LLC2,161$209K0.15%+6113F-HRTimeline
Apella Capital, LLC2,161$209K0.01%-16313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,145$208K0.01%+1,76113F-HRTimelineGroup
Main Street Financial Solutions, LLC2,131$206K0.02%new13F-HRTimeline
Parallel Advisors, LLC2,129$206K<0.01%-95313F-HRTimeline
Firestone Capital Management2,121$205K0.05%new13F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.2,104$204K0.15%13F-HRTimeline
Meridian Financial Advisors, LLC2,100$203K0.14%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC2,090$202K<0.01%new13F-HRTimeline
Pinnacle Financial Partners Inc2,086$202K<0.01%new13F-HRTimeline
Straight Path Wealth Management2,081$201K0.08%new13F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,077$201K0.1%new13F-HRTimeline
Canopy Partners, LLC2,074$201K0.08%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,074$201K0.06%new13F-HRTimeline
2UniFi Bank2,018$195K0.13%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,931$187K0.02%-26013F-HRTimelineGroup
Rosenberg Matthew Hamilton1,930$187K0.05%013F-HRTimeline
AlphaCore Capital LLC1,900$184K0.04%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,862$180K0.08%013F-HRTimeline
Addison Advisors LLC1,813$176K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC1,777$172K<0.01%-112,63913F-HRTimeline
Parkside Financial Bank & Trust1,753$170K0.02%+1,65113F-HRTimeline
Acropolis Investment Management, LLC1,738$168K0.01%+213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,743$168K0.05%+413F-HRTimeline
CAXTON ASSOCIATES LP1,691$164K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,597$164K0.07%13F-HRTimeline
GAMMA Investing LLC1,629$158K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,626$157K0.02%+22813F-HRTimeline
ORG Partners LLC1,554$151K0.02%+213F-HRTimeline
UMB Bank, n.a.1,556$151K<0.01%-1,26013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
THURSTON, SPRINGER, MILLER, HERD & TITA…1,430$138K0.03%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,386$134K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,364$132K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,358$132K0.01%+1,16913F-HRTimeline
Heritage Wealth Advisors1,311$127K0.01%013F-HRTimeline
Avion Wealth1,311$126K0.03%-7513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,243$120K0.04%-11413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,237$120K<0.01%013F-HRTimelineGroup
CVA Family Office, LLC1,186$115K0.02%+213F-HRTimeline
SYM FINANCIAL Corp1,133$110K0.01%+22513F-HRTimeline
Independence Bank of Kentucky1,132$110K0.02%-1713F-HRTimeline
Activest Wealth Management1,129$109K0.03%-5,63913F-HRTimeline
VESTOR CAPITAL, LLC1,101$107K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,072$104K<0.01%-8313F-HRTimeline
Medallion Wealth Advisors, LLC1,070$104K0.05%13F-HRTimeline
Geneos Wealth Management Inc.1,007$97.5K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp955$92.5K0.01%+78213F-HRTimelineGroup
Investors Research Corp951$92.1K0.02%013F-HRTimeline
Winch Advisory Services, LLC948$91.7K0.02%-10213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…926$89.6K<0.01%013F-HRTimelineGroup
Bangor Savings Bank917$88.8K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners901$87.2K0.01%+63613F-HRTimelineGroup
Jackson Hole Capital Partners, LLC900$87.1K0.02%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC900$87.1K0.01%-30013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC889$86.1K0.01%013F-HRTimeline
Continuum Advisory, LLC867$83.9K0.01%+7613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC861$83.4K<0.01%-2813F-HRTimelineGroup
HHM Wealth Advisors, LLC851$82.4K0.01%-73013F-HRTimeline
Paladin Advisory Group, LLC807$78.1K0.06%013F-HRTimeline
LFA - Lugano Financial Advisors SA801$77.5K0.05%013F-HRTimeline
Tortoise Investment Management, LLC800$77.4K0.01%013F-HR/ATimeline
FIRST COMMUNITY TRUST NA794$76.9K0.05%013F-HRTimeline
Arax Advisory Partners776$75.1K<0.01%+40613F-HRTimeline
Allworth Financial LP727$72.1K<0.01%+26813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…727$70.4K<0.01%-1713F-HRTimelineGroup
Provident Wealth Management, LLC711$68.8K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/706$68.3K0.03%013F-HRTimelineGroup
Capital Investment Advisory Services, L…702$68K0.01%+29513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC693$67K<0.01%-10913F-HRTimelineGroup
GODSEY & GIBB, INC672$65.1K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…668$64.7K0.05%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC640$62K<0.01%+10313F-HRTimelineGroup
Park Square Financial Group, LLC636$61.6K0.04%13F-HRTimeline
Smartleaf Asset Management LLC617$59.9K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…595$59.1K<0.01%+18813F-HRTimeline
Caitlin John, LLC558$54.1K0.04%+413F-HRTimeline
Sage Mountain Advisors LLC558$54K<0.01%013F-HRTimeline
NFSG Corp552$53.4K0.01%+2313F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…552$53.4K0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC551$53.3K0.03%13F-HRTimeline
Integrity Financial Corp /WA548$53K0.03%+213F-HRTimeline
JFS WEALTH ADVISORS, LLC508$49.2K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.504$48.8K0.04%13F-HRTimeline
West Branch Capital LLC499$48.3K0.02%013F-HRTimeline
Truvestments Capital LLC497$48.1K0.01%-613F-HRTimeline
Cornerstone Planning Group LLC476$48K0.01%-22513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC495$47.9K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.490$47.4K0.01%013F-HRTimeline
HOWE & RUSLING INC476$46.1K<0.01%-2013F-HRTimeline
Register Financial Advisors LLC467$45.2K0.02%+3013F-HRTimeline
WR Wealth Planners, LLC457$44.2K0.01%013F-HRTimeline
United Community Bankin group United Community Bank449$43.5K0.02%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department435$42.1K0.01%13F-HRTimelineGroup
PSI Advisors, LLC429$41.5K0.01%+14113F-HRTimeline
Sound Income Strategies, LLC422$40.9K<0.01%+14413F-HRTimeline
Beacon Capital Management, LLC386$37.4K<0.01%013F-HRTimeline
BIRCHBROOK, INC.378$36.6K0.02%new13F-HRTimeline
Roxbury Financial LLC371$36.6K0.04%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…373$36.1K<0.01%-30,21613F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…370$35.8K<0.01%013F-HRTimeline
MCF Advisors LLC356$34.5K<0.01%013F-HRTimeline
Westside Investment Management, Inc.356$34.5K0.01%013F-HRTimeline
Rice Partnership, LLC332$32.1K0.01%013F-HRTimeline
SBI Securities Co., Ltd.325$31.5K<0.01%13F-HRTimeline
Castleview Partners, LLC316$30.7K0.02%013F-HR/ATimeline
Anchor Investment Management, LLC300$29K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …292$28.5K<0.01%new13F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC290$28.1K0.01%new13F-HRTimelineGroup
Red Tortoise LLC275$26.6K0.01%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC273$26.4K<0.01%-213F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…269$26K0.01%013F-HRTimeline
First Command Advisory Services, Inc.266$25.8K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.262$25.4K0.02%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC261$25K<0.01%013F-HRTimelineGroup
WPG Advisers, LLC247$23.9K0.02%13F-HRTimeline
Solstein Capital, LLC243$23.5K0.01%013F-HRTimeline
SJS Investment Consulting Inc.233$22.6K<0.01%013F-HRTimeline
Archer Investment Corp227$22K0.01%013F-HRTimeline
Key Financial Inc222$21.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC220$21.3K<0.01%013F-HRTimeline
Briaud Financial Planning Inc224$21K0.01%new13F-HRTimeline
Bogart Wealth, LLC215$20.8K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC214$20.7K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…213$20.6K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.211$20.4K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…209$20.2K<0.01%013F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC205$19.8K<0.01%new13F-HRTimeline
Balentine LLC200$19.4K<0.01%+10413F-HRTimeline
NorthRock Partners, LLC200$19.4K<0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC196$19K<0.01%-5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITY HOLDING CO196$19K<0.01%+1513F-HRTimeline
Pacific Center for Financial Services180$17.4K<0.01%013F-HRTimeline
Versant Capital Management, Inc176$17K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC173$16.7K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST168$16.3K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.148$15.2K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC154$14.9K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC151$14.6K<0.01%new13F-HRTimeline
Glassman Wealth Services150$14.5K<0.01%013F-HRTimeline
Covestor Ltd142$14K0.01%+813F-HRTimeline
Community Bank, N.A.139$13.5K<0.01%013F-HRTimeline
PFS Partners, LLC137$13.3K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.132$12.8K0.01%13F-HRTimeline
one8zero8, LLC125$12.1K<0.01%13F-HRTimeline
BARRETT & COMPANY, INC.114$11K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC119$11K<0.01%013F-HRTimeline
Financial Connections Group, Inc.115$11K0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.109$10.6K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC101$10.4K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$10.4K0.01%013F-HRTimelineGroup
Rakuten Securities, Inc.105$10.2K<0.01%+7113F-HRTimeline
Brooklyn Investment Group103$9.97K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …102$9.92K<0.01%013F-HRTimeline
Sandy Spring Bank101$9.78K<0.01%-6013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$9.68K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC100$9.68K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division94$9.1K<0.01%013F-HRTimeline
Founders Capital Management93$9K0.01%013F-HRTimeline
Crewe Advisors LLC91$8.81K<0.01%013F-HRTimeline
MATHER GROUP, LLC.87$8.42K<0.01%+1413F-HRTimeline
Householder Group Estate & Retirement S…91$8K0.01%-1,87513F-HRTimeline
Tower View Wealth Management LLC80$7.76K<0.01%+1313F-HRTimeline