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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,756 managers (1,777 13F filers) reported a position in XLF shares at 2024-12-31, 748,140,000 shares in all. 156 filers opened a position and 80 filers sold out during the quarter.

Managers
1,756
13F filers
1,777
New
156
Added
755
Reduced
470
Sold out
80
Shares held by filers
748,140,000

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
Frisch Financial Group, Inc.266,136$12.9M3.89%-5,44213F-HRTimeline
United Capital Management of KS, Inc.263,562$12.7M2.32%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.262,658$12.7M1.35%-44,01013F-HRTimeline
AE Wealth Management LLC256,645$12.4M0.11%+222,46913F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP256,600$12.4M0.23%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC256,122$12.4M1.12%+47,57713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC254,591$12.3M0.09%-3,19413F-HRTimelineGroup
Financial Enhancement Group LLC258,135$12.3M1.88%new13F-HRTimeline
Mutual Advisors, LLC245,750$12.2M0.35%+100,84313F-HRTimeline
Systematic Alpha Investments, LLC248,410$12M0.44%013F-HRTimeline
Destiny Wealth Partners, LLC244,448$11.8M1.93%+1,75413F-HRTimeline
LEUTHOLD GROUP, LLC243,376$11.8M1.41%-31,51613F-HRTimeline
Salomon & Ludwin, LLC239,277$11.6M1.23%-17,57013F-HRTimeline
MAI Capital Management238,997$11.6M0.09%+72,33513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…228,332$11.5M0.65%+77,94513F-HRTimeline
Premier Path Wealth Partners, LLC237,369$11.5M1.75%-3,33513F-HRTimeline
Prosperity Consulting Group, LLC237,258$11.5M0.86%+36,71313F-HRTimeline
Trilogy Capital Inc.234,050$11.3M0.58%+113,23213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC231,585$11.2M0.02%+9,63913F-HRTimelineGroup
Busey Bank229,793$11.1M0.36%-3,93813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…220,047$10.6M0.1%+39,23613F-HRTimelineGroup
Gladstone Institutional Advisory LLC219,536$10.6M0.49%-34,89013F-HRTimeline
Spectrum Wealth Counsel, LLC218,057$10.5M1.24%+2,27413F-HRTimeline
SCOTIA CAPITAL INC.217,414$10.5M0.06%+83,37213F-HRTimeline
Quantinno Capital Management LP217,049$10.5M0.1%+23,56613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC216,733$10.5M0.95%-3,25613F-HRTimelineGroup
Tamar Securities, LLC212,912$10.3M1.42%-3,60213F-HRTimeline
Orange Investment Advisors, Inc.211,895$10.2M1.16%+4,24913F-HRTimeline
Geneos Wealth Management Inc.210,279$10.2M0.36%+77,74013F-HRTimeline
Insight Wealth Strategies, LLC210,170$10.2M1.36%-3,16313F-HRTimeline
Guerra Advisors Inc210,051$10.2M5.63%13F-HRTimeline
RFG Advisory, LLC207,378$10M0.28%-19,67913F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC207,167$10M2.8%+40,71313F-HRTimeline
IFG Advisory, LLC205,000$9.91M0.56%+52,62913F-HRTimeline
Karpus Management, Inc.203,075$9.81M0.29%new13F-HRTimeline
Yarbrough Capital, LLC200,000$9.67M0.37%013F-HRTimeline
Banco BTG Pactual S.A.200,000$9.64M2.26%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…198,994$9.62M3.49%+2,71513F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC198,368$9.59M0.05%+165,37113F-HRTimelineGroup
Freedom Investment Management, Inc.197,205$9.53M0.79%+27,59013F-HRTimeline
Joel Isaacson & Co., LLC196,770$9.51M0.43%+25,73213F-HRTimeline
Bedell Frazier Investment Counselling, …196,493$9.5M2.35%new13F-HRTimeline
Long Run Wealth Advisors, LLC196,386$9.49M2.27%-14,31113F-HRTimeline
Clarity Financial LLC195,677$9.46M1.13%-5,90213F-HRTimeline
Ashton Thomas Private Wealth, LLC193,619$9.36M0.36%+7,07713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP193,527$9.35M1.1%+8,88413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.192,967$9.33M0.59%+103,54713F-HRTimelineGroup
CTC LLC191,493$9.25M0.93%+87,04713F-HRTimeline
United Asset Strategies, Inc.191,432$9.25M0.85%+32,16713F-HRTimeline
Chicago Wealth Management, Inc.190,776$9.22M4.79%+13,06913F-HRTimeline
Zuckerman Investment Group, LLC178,850$9.17M0.88%+1,60413F-HRTimeline
JMAC ENTERPRISES LLC186,549$9.02M1.42%+11,10913F-HRTimeline
Crescent Grove Advisors, LLC185,429$8.96M0.89%+1,45013F-HRTimeline
SYKON CAPITAL LLC182,154$8.8M3.03%+4,60513F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV182,105$8.8M0.52%13F-HR/ATimeline
LMR Partners LLPin group LMR Partners LLP181,706$8.78M0.15%+173,52013F-HRTimelineGroup
Pallas Capital Advisors LLC181,625$8.78M0.38%-2,95713F-HRTimeline
Madrid Financial Services181,127$8.75M6.95%13F-HRTimeline
Proquility Private Wealth Partners, LLC180,306$8.71M2.81%+4,26513F-HRTimeline
Asset Allocation Strategies LLC169,002$8.68M2.09%-30,55113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp179,124$8.66M0.03%-1,30813F-HRTimelineGroup
Eisler Capital Management Ltd.179,346$8.65M0.29%13F-HRTimeline
5th Street Advisors, LLC178,568$8.63M4.49%-1,69813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC177,275$8.57M0.91%-21,52213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC176,441$8.53M0.62%+32,00713F-HRTimeline
Prospera Financial Services Inc175,942$8.5M0.2%+19,33313F-HRTimeline
Arkadios Wealth Advisors175,574$8.49M0.46%+13,86813F-HRTimeline
Provident Co of the Employees of the He…174,238$8.41M9.8%+32113F-HRTimeline
Snowden Capital Advisors LLC173,886$8.4M0.26%+17,05413F-HRTimeline
North Star Investment Management Corp.172,456$8.33M0.58%-2,61913F-HRTimeline
J. Goldman & Co LP172,378$8.33M0.29%+154,39713F-HRTimeline
TrinityPoint Wealth, LLC172,066$8.32M1.17%+43,02613F-HRTimeline
AMG National Trust Bank170,911$8.26M0.23%+1,99713F-HRTimeline
Verition Fund Management LLC168,019$8.12M0.04%+91,44013F-HRTimeline
111 Capital167,422$8.09M1.7%13F-HRTimeline
NTV Asset Management LLC164,668$7.96M1.05%+7,38413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK164,737$7.96M0.02%-1,366,72113F-HR/ATimelineGroup
Horizon Investments, LLC164,632$7.96M0.23%+49,84013F-HRTimeline
Occidental Asset Management, LLC164,073$7.93M1.24%-2,84713F-HRTimeline
GTS SECURITIES LLC161,558$7.81M0.38%-668,34413F-HRTimeline
CENTAURUS FINANCIAL, INC.160,672$7.76M0.47%-103,61313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC160,105$7.74M0.11%+11,52213F-HRTimelineGroup
Decker Retirement Planning Inc.159,781$7.72M4.48%13F-HRTimeline
Vickerman Investment Advisors, Inc.159,570$7.71M2.1%+3,60413F-HRTimeline
CIBC WORLD MARKET INC.158,902$7.68M0.02%+52,24213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC158,252$7.65M0.25%+39,79813F-HRTimeline
Sigma Planning Corp157,522$7.61M0.24%-11,54913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)157,375$7.61M0.08%-6,95013F-HRTimelineGroup
AlphaMark Advisors, LLC156,811$7.58M3.28%+7,44713F-HRTimeline
Sierra Capital LLC156,698$7.57M0.9%+1113F-HRTimeline
Ameraudi Asset Management, Inc.156,573$7.57M4.18%-88,56213F-HRTimeline
ACT WEALTH MANAGEMENT, LLC156,091$7.54M3.53%-6,68813F-HRTimeline
&PARTNERS154,234$7.5M0.09%+79,53713F-HRTimeline
ALERUS FINANCIAL NA151,397$7.32M0.56%+34,75613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV151,372$7.32M0.59%+1,08813F-HRTimeline
Chescapmanager LLCin group Chescapmanager LLC150,000$7.25M1.32%new13F-HRTimelineGroup
Callan Capital, LLC149,780$7.24M0.53%-7,89813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.148,574$7.18M0.39%+118,74013F-HR/ATimelineGroup
Ensign Peak Advisors, Inc147,714$7.14M0.01%+25,54113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV146,935$7.1M0.02%-108,25213F-HRTimeline
Trust Co146,883$7.1M0.81%+5,76013F-HRTimeline
BAILARD, INC.146,280$7.07M0.18%-5,95813F-HRTimeline
Waterloo Capital, L.P.144,299$6.97M0.73%+15,09713F-HRTimeline
Advisory Services Network, LLC144,050$6.96M0.13%+1,53213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL143,965$6.96M0.16%-1,03713F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC143,700$6.95M0.58%+1,72613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…143,287$6.93M0.28%-48813F-HRTimelineGroup
One River Asset Management, LLC143,113$6.91M10.34%-517,59713F-HRTimeline
Essex LLC142,446$6.88M1.45%+2,67613F-HRTimeline
B. Riley Wealth Advisors, Inc.141,981$6.86M0.22%-11,53213F-HRTimeline
Dorsey & Whitney Trust CO LLC141,765$6.85M0.38%+12,56113F-HRTimeline
Private Wealth Advisors, LLC140,515$6.79M2.96%+37,79513F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co140,000$6.77M1.52%013F-HRTimeline
Venture Visionary Partners LLC139,522$6.74M0.29%+5,43413F-HR/ATimeline
TD Waterhouse Canada Inc.139,487$6.74M0.05%+9,54813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp137,780$6.66M<0.01%+17,89413F-HRTimelineGroup
Man Group plcin group Man Group plc137,513$6.65M0.02%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.135,404$6.57M0.01%+38,98213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…135,014$6.53M0.09%+39,49413F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.133,688$6.46M0.87%-5,12013F-HRTimeline
Granite Harbor Advisors, Inc.132,988$6.43M3.55%+4,16113F-HRTimeline
Accurate Wealth Management, LLC135,693$6.42M1.23%-1,60013F-HRTimeline
CHEMUNG CANAL TRUST CO131,667$6.36M1.33%-1,48213F-HRTimeline
CASTLEARK MANAGEMENT LLC131,130$6.34M0.22%-140,16013F-HRTimeline
Mechanics Bank Trust Department129,718$6.27M0.84%+4,29313F-HRTimeline
Matthew Goff Investment Advisor, LLC128,473$6.21M1.15%-8,99513F-HRTimeline
Astor Investment Management LLC126,815$6.13M3.14%new13F-HRTimeline
Keel Point, LLC125,046$6.04M0.48%+35,01913F-HRTimeline
BURNS J W & CO INC/NY124,425$6.01M0.77%-39013F-HRTimeline
Federation des caisses Desjardins du Qu…124,167$6M0.03%+46,24313F-HRTimeline
J.W. COLE ADVISORS, INC.123,676$5.98M0.24%+24,33313F-HRTimeline
Western Wealth Management, LLC123,527$5.97M0.39%-15,00013F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding122,862$5.94M+3,612Timeline
Innova Wealth Partners122,418$5.92M3.73%+116,81913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC122,170$5.9M0.11%+3,82313F-HRTimeline
Signal Advisors Wealth, LLC122,149$5.9M0.67%+84,26013F-HRTimeline
TCV Trust & Wealth Management, Inc.120,832$5.84M0.54%-2,48313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG120,852$5.83M0.1%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC120,578$5.83M0.07%-7,74213F-HRTimeline
Algorithmic Investment Models, LLC120,504$5.82M4.49%+15,61313F-HRTimeline
Venturi Wealth Management, LLC118,458$5.73M0.28%+21,34513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…118,340$5.72M0.01%new13F-HRTimelineGroup
Bonfire Financial118,277$5.72M5.17%13F-HRTimeline
Estate Counselors, LLC117,368$5.67M0.61%+4,28013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC116,786$5.64M0.46%-28,12713F-HR/ATimeline
Visionary Wealth Advisors116,546$5.63M0.33%-107,47813F-HRTimeline
Fortis Group Advisors, LLC115,807$5.6M1.04%+70,62613F-HRTimeline
Stockman Wealth Management, Inc.115,313$5.57M0.87%+21013F-HRTimeline
Sowell Financial Services LLC115,134$5.56M0.29%+2,78313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…114,512$5.54M0.55%+2,00313F-HRTimelineGroup
NWAM LLC114,282$5.52M0.34%+15,64213F-HRTimeline
NorthCrest Asset Manangement, LLC113,795$5.5M0.16%+2,29813F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP113,607$5.49M<0.01%new13F-HRTimelineGroup
Game Plan Financial Advisors, LLC113,649$5.49M2.6%-20313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …113,541$5.49M0.71%+15,56813F-HRTimelineGroup
Integrated Advisors Network LLC113,515$5.49M0.26%+33,96413F-HRTimeline
FIL Ltdin group FIL Ltd113,294$5.48M0.01%-195,75513F-HRTimelineGroup
Sandy Spring Bank113,042$5.46M0.22%-4,97713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.111,700$5.4M0.98%new13F-HRTimeline
Veltria Advisors Corp.111,360$5.38M2.24%+13513F-HRTimeline
FIRST MERCHANTS CORP110,258$5.33M0.2%-1,51813F-HRTimeline
Institute for Wealth Management, LLC.110,130$5.32M0.67%-2,33013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC109,180$5.28M0.12%+3,22913F-HRTimelineGroup
Peak Retirement Planning, Inc.108,968$5.27M3.56%13F-HRTimeline
Rise Advisors, LLC108,900$5.26M2.53%-6,19713F-HRTimeline
New Millennium Group LLC108,817$5.26M3.08%+10,37413F-HRTimeline
CENTRAL TRUST Co108,286$5.23M0.13%+26713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…107,694$5.2M3.95%13F-HR/ATimelineGroup
GeoWealth Management, LLC106,675$5.16M0.17%+56,59613F-HRTimeline
Simmons Bankin group Simmons Bank106,379$5.14M0.38%-3,66513F-HRTimelineGroup
Ledyard National Bank105,795$5.11M0.48%-32,61413F-HRTimeline
Leicht Financial Planning & Wealth Mana…105,352$5.09M2.61%-1,43313F-HRTimeline
Belpointe Asset Management LLC110,388$5.06M0.3%+45,10513F-HRTimeline
Zullo Investment Group, Inc.104,516$5.05M2.04%-1,18713F-HRTimeline
Advisory Resource Group104,396$5.05M1.07%-1,86813F-HRTimeline
CoreCap Advisors, LLC104,237$5.04M0.23%-22,15113F-HRTimeline
WASHINGTON TRUST Co103,909$5.02M0.18%+2,78813F-HRTimeline
Summit Financial, LLC103,319$4.99M0.18%+29,94413F-HRTimeline
Intrua Financial, LLC103,215$4.99M0.81%+5,27313F-HRTimeline
FINANCIAL COUNSELORS INC103,016$4.98M0.07%+58813F-HRTimeline
3EDGE Asset Management, LP102,617$4.96M0.31%+89,84213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.102,451$4.95M0.06%+8,44013F-HR/ATimelineGroup
FLOYD FINANCIAL GROUP LLC104,109$4.93M4.05%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC101,242$4.89M2.01%+42,49813F-HRTimeline
Archford Capital Strategies, LLC101,216$4.89M0.74%-2,01613F-HRTimeline
1248 Management, LLC100,872$4.88M2.1%13F-HRTimeline
GREAT LAKES ADVISORS, LLC98,271$4.75M0.04%-5,07813F-HRTimeline
Laurel Wealth Advisors LLC97,987$4.74M0.74%+26113F-HRTimeline
Cooksen Wealth, LLC96,870$4.68M4.31%+1,76913F-HRTimeline
Focus Financial Network, Inc.96,841$4.68M0.19%+31,21713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …96,734$4.68M0.71%-1,31513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA96,217$4.65M0.01%+1,25913F-HRTimelineGroup
ROCKLAND TRUST CO95,455$4.61M0.23%+1,07513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC95,447$4.61M0.01%+2,27813F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK95,407$4.61M0.03%+2,81913F-HRTimelineGroup
Polymer Capital Management (HK) LTD95,312$4.61M0.81%+75,00013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC94,607$4.57M1.54%013F-HRTimeline
MARTIN & CO INC /TN/94,552$4.57M1.13%-3,65813F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…94,099$4.55M0.76%+80,60513F-HRTimelineGroup
Client First Capital LLC93,066$4.5M2.31%+4,94213F-HRTimeline