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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,416,154$4.2B0.39%-945,98713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,663,156$935M0.07%+787,01713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,930,217$768M0.18%+428,87813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,794,218$658M0.05%+322,67013F-HR/ATimelineGroup
LPL Financial LLC5,232,823$507M0.21%+541,37313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,025,829$487M0.24%-3,178,08913F-HR/ATimelineGroup
Main Management ETF Advisors, LLCgroup of 3 filers holding4,615,169$447M-86,581Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,427,136$429M-200,384Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,417,432$428M0.16%13F-HR/ATimelineGroup
CHURCHILL MANAGEMENT Corp4,083,333$395M4.31%+936,63713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,907,241$378M0.1%+37,55113F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,535,024$342M0.08%+202,46013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,083,037$298M0.06%-193,41213F-HRTimelineGroup
Janney Montgomery Scott LLC2,695,869$261M0.72%-80,74013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,644,855$256M0.4%+47,50513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP2,463,171$238M0.01%+65913F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,311,990$224M3.21%-661,04213F-HRTimelineGroup
WestEnd Advisors, LLC2,145,303$208M5.29%-30,68613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,069,611$200M3.28%+1,26113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,582,593$153M<0.01%-175,08113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,502,984$146M2.84%+29,58713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,400,359$136M0.03%+1,90113F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,381,352$134M2.25%+512,94613F-HRTimelineGroup
CW Advisors, LLC1,012,944$98.1M1.35%-25,03913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC833,355$80.7M3.08%+298,13513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS798,081$77.3M0.06%+195,78813F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC784,555$76M2.19%+21,88713F-HRTimeline
Foundations Investment Advisors, LLC762,151$73.8M1.42%+87,16613F-HRTimeline
J.Safra Asset Management Corp750,924$72.9M5.93%+22,25413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD726,078$70.3M0.35%-642,78513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP710,769$68.8M0.07%-28,00613F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC708,938$68.6M0.07%+26,76313F-HRTimeline
Fisher Asset Management, LLC703,183$68.1M0.03%-70,68213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC663,883$64.3M0.01%-171,62113F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC645,485$62.5M2.15%+3,73413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP620,180$60M0.08%-36,64313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC558,986$54.1M0.15%-1,68813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.529,332$51.3M0.12%+306,53613F-HR/ATimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …520,332$50.4M0.04%new13F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL515,912$49.9M0.53%+375,27013F-HRTimeline
RiverFront Investment Group, LLC513,971$49.8M1.13%+15,26413F-HRTimeline
HighTower Advisors, LLC461,889$44.7M0.06%+10,65513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP448,462$43.4M0.01%+23,45713F-HRTimelineGroup
Advisory Alpha, LLC447,786$43.4M1.54%+44,73213F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC443,538$42.9M2.08%-78,07613F-HRTimelineGroup
Cetera Investment Advisers430,045$41.6M0.09%+32,32913F-HRTimeline
1832 Asset Management L.P.429,633$41.6M0.07%+188,45813F-HRTimeline
Cullen Capital Management, LLC426,063$41.2M0.48%+419,86313F-HRTimeline
Moss Adams Wealth Advisors LLC422,002$40.9M4.32%+2,03313F-HRTimeline
MML INVESTORS SERVICES, LLC416,750$40.3M0.14%+33,72613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding399,098$38.6M+31,520Timeline
Kingsview Wealth Management, LLC396,642$38.4M0.75%+363,11913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…378,028$36.5M0.09%+31,68713F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC375,010$36.3M0.23%-23,18213F-HRTimelineGroup
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …356,100$34.5M5.66%-3,00013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/354,792$34.3M0.02%+249,81213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC350,386$33.9M0.05%-2,96013F-HRTimeline
Janney Capital Management LLC341,959$33.1M2.19%-10,49113F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding329,022$31.8M0Timeline
Gerber Kawasaki Wealth & Investment Man…328,653$31.8M1.38%+12,60613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding318,527$30.8M+115,435Timeline
CWM, LLCin group CWM, LLC306,535$29.7M0.12%+19,18213F-HRTimelineGroup
Marks Wealth, LLC278,547$27M12.98%+118,85713F-HRTimeline
Qube Research & Technologies Ltd274,848$26.6M0.04%-151,14213F-HRTimeline
Sequoia Financial Advisors, LLC271,537$26.3M0.25%new13F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding264,870$25.6M-4,127Timeline
Cavalier Investments, LLC263,458$25.5M8.52%+109,21613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management259,618$25.1M0.78%+4,54113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC258,703$25M0.02%+29,06613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC258,606$25M0.16%-8,38413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…254,162$24.6M0.88%+131,58713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…248,788$24.2M0.1%+124,12913F-HRTimelineGroup
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC237,000$22.9M6.41%013F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …233,978$22.7M0.36%-5013F-HRTimelineGroup
Stonebridge Financial Group, LLC227,260$22M2.42%13F-HRTimeline
Asset Advisors Investment Management, L…223,115$21.6M2.26%+12,30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC216,441$21M0.02%+157,00213F-HRTimelineGroup
Sanctuary Advisors, LLC203,347$20.7M0.13%-54313F-HRTimeline
Cambridge Investment Research Advisors,…212,504$20.6M0.07%+13,70113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…206,109$20M7.24%+2,43613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP205,187$19.9M0.29%-2,66413F-HRTimeline
Full Sail Capital, LLC202,178$19.6M1.25%-9,38013F-HRTimeline
AE Wealth Management LLC201,492$19.5M0.17%+25,37913F-HRTimeline
TCV Trust & Wealth Management, Inc.198,980$19.3M1.78%-14213F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC194,701$18.8M0.15%-2,48213F-HRTimelineGroup
AlphaStar Capital Management, LLC194,671$18.8M1.97%+173,05613F-HRTimeline
Miller Investment Management, LP194,538$18.8M2.06%-23213F-HRTimeline
IMZ Advisory Inc189,079$18.3M8.35%-2,69513F-HRTimeline
Graypoint LLC188,101$18.2M1.1%-14,51013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…183,329$17.7M0.01%+5,99313F-HRTimelineGroup
Ayalon Insurance Comp Ltd.181,525$17.6M5.43%-90913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.180,210$17.5M0.54%+41,51013F-HRTimelineGroup
Royal Fund Management, LLC179,032$17.3M1.88%+176,66013F-HRTimeline
RFG Advisory, LLC175,778$17M0.48%+49,03513F-HRTimeline
Clarity Financial LLC175,053$16.9M2.03%-9,37613F-HRTimeline
Cubist Systematic Strategies, LLC174,692$16.9M0.27%+74,98613F-HRTimeline
First Interstate Bank170,553$16.5M1%-5,37313F-HRTimeline
D. SCOTT NEAL, INC.168,602$16.3M8.95%+104,40313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS165,380$16M0.05%+72313F-HRTimeline
Mariner, LLCin group Mariner, LLC164,419$15.9M0.03%+41,84913F-HRTimelineGroup
SG Americas Securities, LLC163,080$15.8M0.07%+53,93313F-HRTimeline
Trek Financial, LLC154,694$15M1.12%+9,31613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding153,819$14.9M-5,662Timeline
WBH ADVISORY INC153,601$14.9M1.38%-33913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC152,500$14.8M0.07%013F-HRTimelineGroup
NewEdge Advisors, LLC151,058$14.6M0.09%-1,88613F-HRTimeline
Dakota Wealth Management150,583$14.6M0.34%+5,55013F-HRTimeline
Diversified Enterprises, LLC142,472$13.8M1.32%-393,97113F-HRTimeline
Onyx Bridge Wealth Group LLC141,256$13.7M1.97%+136,66313F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC141,115$13.7M1.41%-6,59713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…140,455$13.6M0.03%+110,28313F-HRTimelineGroup
SPINNAKER TRUST139,182$13.5M0.85%+2,61813F-HRTimeline
Stillwater Capital Advisors, LLC137,504$13.3M1.65%+4,66013F-HRTimeline
Krilogy Financial LLC137,251$13.3M0.89%+1,61313F-HRTimeline
Prosperity Consulting Group, LLC133,016$12.9M0.97%+21,97413F-HRTimeline
EP Wealth Advisors, LLC132,997$12.9M0.11%+7,41713F-HRTimeline
Parker Investment Management, LLC132,453$12.8M2%+129,67113F-HRTimeline
Harbour Trust & Investment Management Co130,061$12.6M1.43%-2,30313F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…129,432$12.5M0.46%-3,01913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC128,596$12.4M0.01%+28,06313F-HRTimelineGroup
Private Advisor Group, LLC128,215$12.4M0.07%-30,64713F-HRTimeline
Independent Advisor Alliance124,997$12.1M0.16%new13F-HRTimeline
DAVENPORT & Co LLC124,053$12M0.07%+2,40513F-HRTimeline
THEORY FINANCIAL LLC123,546$12M5%-7,36913F-HRTimeline
Financial Enhancement Group LLC123,832$11.9M1.81%+47,57913F-HRTimeline
Merit Financial Group, LLC122,311$11.8M0.21%+6,15313F-HRTimeline
Ashton Thomas Private Wealth, LLC121,281$11.7M0.46%+9,57613F-HRTimeline
PINNACLE ASSOCIATES LTD120,626$11.7M0.16%+31,09513F-HRTimeline
CWA Asset Management Group, LLC120,456$11.7M0.59%-1,71713F-HRTimeline
Spectrum Wealth Counsel, LLC118,360$11.5M1.35%+1,31513F-HRTimeline
Bellwether Advisors, LLC116,397$11.3M2.01%-75,48413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.113,741$11M0.1%-6,76113F-HRTimelineGroup
Steward Partners Investment Advisory, L…113,565$11M0.1%+18,95813F-HRTimeline
OLD NATIONAL BANCORP /IN/113,284$11M0.26%+3,70313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM112,934$10.9M1.77%-2,91913F-HRTimelineGroup
Evolution Wealth Advisors, LLC109,711$10.6M1.78%+2,33913F-HRTimeline
Vickerman Investment Advisors, Inc.108,997$10.6M2.87%-2,83813F-HRTimeline
Guerra Advisors Inc108,491$10.5M5.82%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.104,479$10.1M0.02%+23,32613F-HRTimelineGroup
Venture Visionary Partners LLC104,026$10.1M0.43%+4,40413F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…103,703$10M0.08%-68013F-HRTimelineGroup
Caisse de depot et placement du Quebec99,617$9.64M0.02%new13F-HRTimeline
Horizon Wealth Management, LLC99,417$9.62M1.67%+71,08613F-HRTimeline
Estate Counselors, LLC98,929$9.58M1.02%+37213F-HRTimeline
Biltmore Wealth Management, LLC98,774$9.56M3.98%-20313F-HRTimeline
PFG Advisors97,654$9.45M0.58%+77,44913F-HRTimeline
CMH Wealth Management LLC96,842$9.38M2.15%-73913F-HRTimeline
CoreCap Advisors, LLC95,025$9.2M0.42%-98513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\94,677$9.17M0.01%+3,19413F-HRTimelineGroup
Proquility Private Wealth Partners, LLC94,644$9.16M2.95%+2,55313F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding93,928$9.09M+84,057Timeline
ATLAS CAPITAL ADVISORS INC.93,761$9.08M1.15%+9,42913F-HRTimeline
Client First Capital LLC93,354$9.04M4.65%+6,81413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,852$8.99M0.02%+24,04813F-HR/ATimeline
Winthrop Capital Management, LLC92,521$8.99M2.39%-3,90613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC90,989$8.81M0.94%-11,31413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC90,171$8.73M0.79%+8,99113F-HRTimeline
Premier Path Wealth Partners, LLC90,133$8.73M1.33%-2,23813F-HRTimeline
LEUTHOLD GROUP, LLC90,057$8.72M1.05%-13,58713F-HRTimeline
IHT Wealth Management, LLC88,490$8.57M0.28%+3,04613F-HRTimeline
COMERICA BANK87,947$8.51M0.03%+3,65213F-HR/ATimeline
MARTIN & CO INC /TN/86,120$8.34M2.07%-3,97513F-HRTimeline
MAI Capital Management84,670$8.2M0.06%+2,79713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP91,355$8.13M0.01%-1,60613F-HRTimelineGroup
Waterloo Capital, L.P.82,717$8.01M0.84%+3,71013F-HRTimeline
Avestar Capital, LLC79,990$7.74M0.7%+11313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,915$7.74M0.08%+18,69113F-HRTimelineGroup
Belpointe Asset Management LLC88,287$7.71M0.46%+77,74513F-HRTimeline
Chicago Wealth Management, Inc.78,262$7.58M3.94%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC77,775$7.53M0.11%+7,35413F-HRTimelineGroup
CHEMUNG CANAL TRUST CO77,586$7.51M1.57%-5,81213F-HRTimeline
Integrated Wealth Concepts LLC76,824$7.44M0.09%+98213F-HRTimeline
SteelPeak Wealth, LLC75,871$7.35M0.3%new13F-HRTimeline
Carnegie Investment Counsel75,355$7.3M0.21%+4,04613F-HRTimeline
Conservest Capital Advisors, Inc.75,170$7.28M0.75%+4,02913F-HRTimeline
BLAIR WILLIAM & CO/IL75,163$7.28M0.02%+1,06813F-HRTimeline
Atria Investments, Inc74,493$7.21M0.09%+4,48213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC74,401$7.2M0.03%+4,59613F-HRTimelineGroup
CIBC WORLD MARKET INC.74,360$7.2M0.02%-2,746,07113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA69,618$7.2M4.03%+1,22513F-HRTimeline
Virtue Capital Management, LLC73,727$7.14M1.44%-43,21213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC73,104$7.08M1.23%+11,59113F-HRTimeline
Prestige Wealth Management Group LLC72,850$7.05M1.47%-44813F-HR/ATimeline
CENTAURUS FINANCIAL, INC.72,654$7.03M0.43%-53,02013F-HRTimeline
Orange Investment Advisors, Inc.72,064$6.98M0.79%-13413F-HRTimeline
Schonfeld Strategic Advisors LLC71,815$6.95M0.04%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT70,999$6.87M0.45%-2,44013F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC70,740$6.85M3.46%+5,27313F-HRTimeline
Long Run Wealth Advisors, LLC70,503$6.83M1.64%-8,44313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…69,769$6.75M0.18%+7,57813F-HRTimelineGroup
GTS SECURITIES LLC67,788$6.56M0.32%-38,22713F-HRTimeline
&PARTNERS65,220$6.51M0.08%+33,41813F-HRTimeline
BlueStem Wealth Partners, LLC66,315$6.42M0.84%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp65,449$6.34M0.02%+4513F-HRTimelineGroup
FORBES J M & CO LLP64,548$6.25M0.6%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.64,313$6.23M0.27%+1,29413F-HRTimeline
Accurate Wealth Management, LLC64,585$6.19M1.19%+59,05713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC63,913$6.19M2.37%+75413F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC63,300$6.13M1.71%-39113F-HRTimeline
Global Retirement Partners, LLC62,250$6.03M0.17%+1,39513F-HRTimeline