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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
IRONWOOD WEALTH MANAGEMENT, INC.93,970$4.45M2.19%-1,24413F-HRTimeline
Beacon Pointe Advisors, LLC91,205$4.41M0.05%+9,06613F-HRTimeline
Allworth Financial LP87,126$4.39M0.02%+4,30913F-HRTimeline
Clearstead Advisors, LLC90,526$4.38M0.07%-32913F-HRTimeline
Virtue Capital Management, LLC90,476$4.37M0.88%new13F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC88,659$4.28M3.4%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…88,541$4.28M0.1%+41413F-HRTimelineGroup
D.A. DAVIDSON & CO.87,987$4.25M0.03%-1,45213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding87,817$4.24M-4,232Timeline
WT Wealth Management86,268$4.17M1.31%+2,16413F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC85,590$4.14M2.13%+77013F-HRTimeline
CITY HOLDING CO85,335$4.12M0.58%+2,77513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC84,580$4.09M0.21%-86113F-HRTimeline
Patton Albertson Miller Group, LLC84,009$4.06M0.54%-40013F-HRTimeline
Perigon Wealth Management, LLC81,334$4.05M0.1%+36,54713F-HRTimeline
Darwin Wealth Management, LLC83,692$4.04M1.36%+13,73813F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC83,477$4.03M0.3%-9,03113F-HRTimeline
Ellis Investment Partners, LLC83,263$4.02M0.79%+2,51913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC83,068$4.01M0.12%+9,48913F-HRTimelineGroup
Vivid Wealth Management, LLC82,053$3.97M2.01%new13F-HRTimeline
HB Wealth Management, LLC81,209$3.92M0.04%-65013F-HRTimeline
WARNER FINANCIAL, INC80,804$3.9M1.68%+3,91713F-HRTimeline
ALTFEST L J & CO INC80,771$3.9M0.5%+74,17713F-HRTimeline
IMC-Chicago, LLC80,388$3.89M0.11%+39,94713F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…85,617$3.88M1.89%+5,72713F-HRTimeline
Massachusetts Wealth Management79,931$3.86M2.38%+13,55013F-HRTimeline
Westside Investment Management, Inc.79,279$3.83M0.81%-40413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co78,956$3.82M0.05%-4,94413F-HRTimelineGroup
Valeo Financial Advisors, LLC78,933$3.81M0.11%+1,00913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…77,768$3.76M1.42%+5,34213F-HRTimeline
Financial Freedom, LLC77,476$3.74M1.97%-72413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding77,294$3.74M+21,549Timeline
Arrow Investment Advisors, LLC82,015$3.72M3.46%013F-HRTimeline
Abbot Financial Management, Inc.76,834$3.71M1.85%+6,90613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding76,845$3.71M+8,275Timeline
INSIGNEO ADVISORY SERVICES, LLC76,312$3.69M0.38%+18,02313F-HRTimeline
WNY Asset Management, LLC75,718$3.66M0.45%+5,14613F-HRTimeline
Private Advisory Group LLC74,960$3.62M0.41%new13F-HR/ATimeline
FOCUS Wealth Advisors, LLC74,912$3.62M1.92%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\74,736$3.61M<0.01%+6,86713F-HR/ATimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION74,366$3.59M0.34%+66,67713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC74,267$3.59M1.04%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC74,116$3.58M0.03%+30,78413F-HRTimeline
Lionsbridge Wealth Management LLC73,952$3.57M3%-5,56713F-HRTimeline
Kovack Advisors, Inc.73,839$3.57M0.35%+8,40413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY73,616$3.56M3.92%13F-HRTimeline
Regal Investment Advisors LLC73,098$3.53M0.27%+22,22313F-HRTimeline
Evercore Wealth Management, LLC73,036$3.53M0.05%-1,52513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…73,028$3.53M0.03%-5,09913F-HRTimelineGroup
Financial Advocates Investment Manageme…72,746$3.52M0.2%+16,98013F-HRTimeline
Fourth Dimension Wealth, LLC72,448$3.51M1.83%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC72,687$3.51M0.34%-25713F-HRTimeline
JFS WEALTH ADVISORS, LLC72,587$3.51M0.24%+11713F-HRTimeline
CHANNEL WEALTH LLC72,541$3.51M1.14%+62,23913F-HRTimeline
Capital Planning Advisors, LLC72,490$3.5M0.54%new13F-HRTimeline
Union Bancaire Privee, UBP SA71,995$3.5M0.06%13F-HR/ATimeline
MontVue Capital Management, Inc.72,000$3.48M2.65%-54613F-HRTimeline
FAGAN ASSOCIATES, INC.71,910$3.48M0.55%-1,80813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC71,812$3.47M0.83%+85313F-HRTimeline
Treynor Bancshares, Inc.71,444$3.45M3.64%-2,81213F-HRTimeline
U.S. Capital Wealth Advisors, LLC71,437$3.45M0.11%+56,83513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …71,610$3.45M0.01%-44,45513F-HRTimelineGroup
Cornerstone Wealth Management, LLC70,918$3.43M0.23%+1,92213F-HRTimeline
BigSur Wealth Management LLC70,870$3.43M0.98%013F-HRTimeline
Global Retirement Partners, LLC70,294$3.4M0.1%+6,91913F-HRTimeline
World Investment Advisors69,322$3.35M0.09%+34,64913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC66,439$3.35M0.86%+16,66113F-HR/ATimeline
Everstar Asset Management, LLC68,887$3.33M2.36%+1,39413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA68,793$3.32M0.01%+6,94713F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.68,393$3.31M0.09%-9,01313F-HRTimeline
TOWNSQUARE CAPITAL LLC67,713$3.27M0.04%+45,36513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management67,695$3.27M0.05%+26,66513F-HRTimelineGroup
GenTrust, LLC67,411$3.26M0.14%+3,70913F-HRTimeline
Centric Wealth Management67,264$3.25M0.88%+7,81013F-HRTimeline
Greenwich Wealth Management LLC67,183$3.25M0.23%+86913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.66,909$3.23M0.04%-83,55413F-HRTimelineGroup
First National Bank of Hutchinson66,806$3.23M1.95%013F-HRTimeline
BFSG, LLC66,720$3.22M0.38%-5,28913F-HRTimeline
Nelson Capital Management, LLC66,712$3.22M0.53%+4,93613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC66,121$3.2M0.11%013F-HRTimelineGroup
Atom Investors LP66,015$3.19M0.4%-10,05913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp65,985$3.19M0.1%-2,51113F-HRTimelineGroup
MORTON COMMUNITY BANK65,976$3.19M0.84%-14713F-HRTimeline
Maxele Advisors, LLC65,632$3.17M3.03%13F-HRTimeline
Capital Advisors, Ltd. LLC65,352$3.16M0.4%+16,13713F-HRTimeline
Bramshill Investments, LLC65,000$3.14M0.49%-2,24713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA64,521$3.12M0.02%-6,50713F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC64,483$3.12M1.39%+12,24613F-HRTimeline
Concentric Capital Strategies, LP64,278$3.11M0.2%-252,45213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd64,247$3.1M0.28%+49,12413F-HRTimelineGroup
Paloma Partners Management Coin group Paloma Partners Management Co63,864$3.09M0.2%-849,96813F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.63,794$3.08M2.32%-6,95013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,785$3.08M<0.01%+6,39613F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments63,780$3.08M0.19%new13F-HRTimelineGroup
Capital Wealth Planning, LLC62,921$3.04M0.03%new13F-HRTimeline
Onyx Bridge Wealth Group LLC62,784$3.03M0.44%-267,51813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC62,706$3.03M<0.01%-37913F-HRTimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC62,053$3M1.15%+10,51613F-HRTimeline
TFR Capital, LLC.61,890$2.99M1.49%13F-HRTimeline
West Financial Advisors, LLC61,635$2.98M0.57%+6,31013F-HRTimeline
Activest Wealth Management61,054$2.95M0.82%+3,18313F-HRTimeline
Laraway Financial Advisors Inc60,165$2.91M2.24%-46713F-HRTimeline
B&D White Capital Company, LLC60,134$2.91M0.49%+19,71713F-HRTimeline
MARVIN & PALMER ASSOCIATES INC59,760$2.89M2.21%+53,49013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pine Valley Investments Ltd Liability Co59,586$2.88M0.19%+1,38313F-HRTimeline
High Note Wealth, LLC59,233$2.86M0.75%-66513F-HRTimeline
Orca Investment Management, LLC59,073$2.85M2.69%-3,41913F-HRTimeline
Chesapeake Wealth Management59,049$2.85M0.98%-1,57013F-HRTimeline
St. Johns Investment Management Company…58,471$2.83M1.32%+4,22413F-HRTimeline
RDA Financial Network58,385$2.82M0.82%+2,44413F-HRTimeline
Baker Avenue Asset Management, LP58,221$2.81M0.09%+20,67813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…58,194$2.81M0.01%-6,28713F-HRTimelineGroup
Laidlaw Wealth Management LLC57,979$2.8M1.22%+2,25813F-HRTimeline
Magnus Financial Group LLC57,920$2.8M0.27%+15,50413F-HRTimeline
Wealthspire Advisors, LLC57,751$2.79M0.03%+8,26113F-HRTimeline
Global View Capital Management LLC57,198$2.76M0.97%13F-HRTimeline
Rockingstone Advisors LLC56,983$2.75M1.22%+1,51613F-HRTimeline
Bray Capital Advisors56,919$2.75M0.74%-2,59913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC56,821$2.75M0.86%-2,19013F-HRTimeline
Narus Financial Partners, LLC56,723$2.74M0.93%+13,70813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT56,610$2.74M0.05%-77413F-HRTimeline
Waverly Advisors, LLC56,550$2.73M0.04%+36,88113F-HRTimeline
Silverleafe Capital Partners, LLC56,476$2.73M0.87%new13F-HRTimeline
Claro Advisors Inc.56,464$2.73M0.37%-11,89413F-HRTimeline
Waterway Wealth Management, LLC56,182$2.72M1.19%+30713F-HRTimeline
Larson Financial Group LLC56,052$2.71M0.14%+13,26513F-HRTimeline
Gold Investment Management Ltd.55,882$2.7M1.14%-3,46713F-HRTimeline
ABOUND FINANCIAL, LLC55,851$2.7M1.37%13F-HRTimeline
SMART Wealth LLC55,772$2.7M0.96%+7,62113F-HRTimeline
WP Advisors, LLC55,649$2.69M0.9%-8313F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…55,688$2.69M8.9%013F-HRTimeline
Sharper & Granite LLC55,558$2.69M1.18%+6,28013F-HRTimeline
Clarus Wealth Advisors56,228$2.68M1.33%+3,14913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…55,371$2.68M<0.01%-6,08213F-HRTimelineGroup
PCG ASSET MANAGEMENT, LLC55,307$2.67M2.34%13F-HRTimeline
Poehling Capital Management, INC.55,281$2.67M0.66%-50913F-HRTimeline
Foguth Wealth Management, LLC.52,420$2.67M0.7%+13,48413F-HRTimeline
Constitution Capital LLC55,098$2.66M1.49%+36,00013F-HRTimeline
M3 Advisory Group, LLC55,037$2.66M1.9%+68113F-HRTimeline
Midwest Professional Planners, LTD.54,426$2.63M0.79%new13F-HRTimeline
Keystone Financial Group53,932$2.61M0.26%-4013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…53,836$2.6M0.39%+5,18813F-HRTimeline
CIM, LLC53,296$2.58M0.37%-29513F-HRTimeline
BRIGHTON JONES LLC52,998$2.56M0.07%+5,62213F-HR/ATimeline
Symmetry Investments LPin group Symmetry Investments LP52,900$2.56M0.15%new13F-HRTimelineGroup
Sandbox Financial Partners, LLC52,406$2.53M0.84%+4,52413F-HRTimeline
BANQUE PICTET & CIE SA52,180$2.52M0.02%-4,00013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…52,123$2.52M0.21%-39,55513F-HRTimelineGroup
CORRADO ADVISORS, LLC52,088$2.52M1.64%-6,94113F-HRTimeline
Donald L. Hagan, LLC51,951$2.51M1.3%-2,39613F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC51,763$2.5M1.92%+23,30713F-HRTimeline
Alaska Permanent Fund Corp51,558$2.49M0.04%013F-HRTimeline
Parallel Advisors, LLC51,279$2.48M0.06%+2,18813F-HRTimeline
Orion Porfolio Solutions, LLC51,197$2.47M0.02%+10,77513F-HRTimeline
Orion Portfolio Solutions, LLC51,197$2.47M0.02%+10,77513F-HRTimeline
Farther Finance Advisors, LLC51,079$2.47M0.09%+1,76713F-HRTimeline
SteelPeak Wealth, LLC50,886$2.46M0.1%-51613F-HRTimeline
Next Level Private LLC50,871$2.46M0.99%+18913F-HRTimeline
One Charles Private Wealth Services, LLC50,610$2.45M0.82%+1,78113F-HRTimeline
HBW ADVISORY SERVICES LLC50,573$2.44M0.25%+9,06313F-HRTimeline
Park Edge Advisors, LLC63,711$2.44M0.71%+28,56113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50,656$2.44M0.2%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP50,164$2.42M0.02%+46713F-HRTimelineGroup
GFS Advisors, LLC50,105$2.42M0.37%new13F-HRTimeline
Rye Brook Capital LLC49,800$2.41M2.89%new13F-HRTimeline
Rehmann Capital Advisory Group49,768$2.41M0.15%+35,99313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP49,512$2.39M0.06%-34413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC49,387$2.39M1.34%-9,67713F-HRTimeline
Redwood Financial Network Corp49,314$2.38M1.78%-1,02713F-HRTimeline
CFC Planning Co LLC48,924$2.36M2.53%13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV49,002$2.36M0.85%-1,84513F-HRTimeline
Dorsey Wright & Associates48,677$2.35M0.56%-65013F-HRTimeline
First Horizon Advisors, Inc.48,605$2.35M0.07%+1,59613F-HRTimeline
WORLD EQUITY GROUP, INC.48,440$2.34M0.5%+25,16313F-HRTimeline
Miller Investment Management, LP48,326$2.34M0.26%013F-HRTimeline
Invst, LLC48,301$2.33M0.28%+16,60013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding48,043$2.32M+3,492Timeline
Wealthfront Advisers LLC47,837$2.31M0.01%+6,03713F-HR/ATimeline
MANAGED ASSET PORTFOLIOS, LLC47,817$2.31M0.34%+1,05813F-HRTimeline
SYNOVUS FINANCIAL CORP47,503$2.3M0.03%-33,07513F-HRTimeline
Kessler Investment Group, LLC47,493$2.3M1.09%+94113F-HRTimeline
BEACON FINANCIAL GROUP47,344$2.29M0.25%+2313F-HRTimeline
Symmetry Partners, LLC47,241$2.28M0.32%+9,82313F-HRTimeline
Fulcrum Equity Management47,217$2.28M2.26%+5,36713F-HRTimeline
Crews Bank & Trust47,153$2.28M0.38%13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC47,082$2.28M0.13%+3,08313F-HRTimeline
CALTON & ASSOCIATES, INC.47,039$2.27M1%+22,80813F-HRTimeline
Riggs Asset Managment Co. Inc.47,081$2.27M0.61%+1,14413F-HRTimeline
Bulltick Wealth Management, LLC46,804$2.26M0.53%+41,01613F-HRTimeline
Avitas Wealth Management LLC46,745$2.26M0.31%-2,59413F-HRTimeline
Prime Capital Investment Advisors, LLC46,348$2.24M0.03%+18,61113F-HRTimeline
Bay Rivers Group46,218$2.23M1.08%+3,03713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP45,900$2.22M0.89%-24,69513F-HRTimeline
Fisher Asset Management, LLC45,883$2.22M<0.01%+5,60913F-HRTimeline
10Elms LLP45,833$2.22M2.29%13F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding45,825$2.22M+9,665Timeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …46,806$2.21M0.12%-84813F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC45,816$2.21M0.62%+3,19613F-HRTimeline
Talon Private Wealth, LLC45,773$2.21M0.46%+25,94713F-HR/ATimeline
Edgestream Partners, L.P.45,622$2.2M0.09%-15,72813F-HRTimeline