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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
Cassady Schiller Wealth Management, LLC78$7.55K<0.01%013F-HRTimeline
HM PAYSON & CO74$7.16K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC73$7.07K<0.01%new13F-HRTimeline
North Star Investment Management Corp.68$6.58K<0.01%new13F-HRTimeline
Eukles Asset Management67$6.49K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC67$6.47K<0.01%013F-HRTimeline
First PREMIER Bank66$6K<0.01%-1213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.61$6K<0.01%+4713F-HRTimelineGroup
TSFG, LLC61$6K<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD52$5.04K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC51$4.97K<0.01%-813F-HRTimeline
LRI Investments, LLC51$4.94K<0.01%013F-HRTimeline
Missouri Trust & Investment Co50$4.84K<0.01%013F-HRTimeline
Gold Investment Management Ltd.50$4.84K<0.01%013F-HRTimeline
Tidemark, LLC45$4.4K<0.01%-20013F-HRTimeline
Atala Financial Inc45$4.36K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.43$4.16K<0.01%+3313F-HRTimeline
UNION SAVINGS BANK42$4.07K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.41$3.97K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC40$3.87K<0.01%new13F-HRTimeline
Legacy Bridge, LLC37$3.58K<0.01%013F-HRTimeline
Coston, McIsaac & Partners41$3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.32$3K<0.01%new13F-HRTimeline
GoalVest Advisory LLC29$2.81K<0.01%new13F-HRTimeline
Family Manage LLC28$2.71K<0.01%new13F-HRTimeline
Element Wealth, LLC28$2.71K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.26$2.54K<0.01%-13,47813F-HRTimeline
Quent Capital, LLC26$2.52K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB21$2.03K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …21$2.03K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC28$2K<0.01%13F-HRTimeline
McClarren Financial Advisors, Inc.23$2K0.01%-6713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC20$1.94K<0.01%-113F-HRTimeline
Cranbrook Wealth Management, LLC20$1.92K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV10$1K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10$969<0.01%13F-HRTimeline
Rise Advisors, LLC9$874<0.01%new13F-HRTimeline
Weaver Capital Management LLC9$872<0.01%013F-HRTimeline
Mattson Financial Services, LLC4$362<0.01%new13F-HRTimeline
RE Dickinson Investment Advisors, LLC266$2580.01%new13F-HR/ATimeline
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.