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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
First Bancorp, Inc /ME/45,619$2.2M1.51%-4,22513F-HRTimeline
RiverGlades Family Offices LLC45,592$2.2M1.57%+25513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.45,496$2.2M2%-6,11313F-HRTimeline
Intrepid Financial Planning Group LLC45,370$2.19M0.93%-1,98013F-HRTimeline
NFSG Corp45,367$2.19M0.56%+1,93413F-HRTimeline
Wilmington Savings Fund Society, FSB45,164$2.18M0.04%+1,41513F-HRTimeline
Apexium Financial, LP45,145$2.18M0.13%+65513F-HRTimeline
Realta Investment Advisors44,360$2.16M0.88%-16,80113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC44,278$2.14M0.02%-74913F-HRTimeline
Brick & Kyle, Associates43,367$2.1M0.89%-387,64213F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…42,800$2.09M2.29%-1,40013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding43,003$2.08M+22,986Timeline
Guardian Asset Advisors, LLC42,924$2.07M1.33%+27,41813F-HRTimeline
WEDBUSH SECURITIES INC42,884$2.07M0.07%+5,32213F-HRTimeline
Windsor Capital Management, LLC42,853$2.07M0.61%-94913F-HRTimeline
Avior Wealth Management, LLC42,817$2.07M0.08%-41113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO42,750$2.07M0.49%+14013F-HRTimeline
OAK FAMILY ADVISORS, LLC42,689$2.06M0.81%new13F-HRTimeline
Court Place Advisors, LLC42,535$2.06M0.67%-94213F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd42,500$2.05M2.71%new13F-HRTimelineGroup
Cavalier Investments, LLC42,458$2.05M0.69%+1,72813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC42,392$2.05M0.05%+26,16713F-HRTimeline
Janney Capital Management LLC41,702$2.02M0.13%+2,56313F-HRTimeline
Kraft, Davis & Associates, LLC39,336$2.01M0.57%-3,69813F-HRTimeline
Central Asset Investments & Management …41,530$2.01M1.23%new13F-HRTimeline
Crumly & Associates Inc.41,486$2.01M0.55%-95913F-HRTimeline
Greenland Capital Management LP41,378$2M0.4%new13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC41,337$2M0.33%-2,25413F-HRTimeline
Perennial Investment Advisors, LLC41,244$1.99M0.24%+6,56713F-HRTimeline
Fairvoy Private Wealth, LLC41,197$1.99M0.53%13F-HRTimeline
PINNACLE ASSOCIATES LTD41,084$1.99M0.03%+1,92613F-HRTimeline
ARS Investment Partners, LLC40,791$1.97M0.18%-1,22413F-HRTimeline
RPg Family Wealth Advisory, LLC40,703$1.97M0.7%+2,40613F-HRTimeline
Scarborough Advisors, LLC40,182$1.94M0.27%new13F-HRTimeline
Moors & Cabot, Inc.40,007$1.93M0.09%+5,91113F-HRTimeline
Composition Wealth, LLC39,940$1.93M0.04%+30,27513F-HRTimeline
Rothschild Capital Partners, LLC39,870$1.93M0.47%new13F-HRTimeline
SVB WEALTH LLC39,755$1.92M0.04%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC39,702$1.92M1.56%13F-HRTimeline
Boltwood Capital Management39,566$1.91M0.58%-3,01713F-HRTimeline
Meridian Wealth Management, LLC39,649$1.91M0.09%-1,18813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC39,287$1.9M0.15%-1,02913F-HRTimeline
WESPAC Advisors SoCal, LLC39,256$1.9M0.43%-8,01913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC39,088$1.89M0.11%+10413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC39,003$1.89M0.52%+9,59713F-HRTimeline
Bank of Marin38,722$1.87M1.48%+83613F-HRTimeline
MTM Investment Management, LLC38,606$1.87M0.72%+1013F-HRTimeline
MONTAG A & ASSOCIATES INC38,558$1.86M0.09%+3,21113F-HRTimeline
Marcum Wealth, LLC38,421$1.86M0.16%+7,39713F-HRTimeline
IFP Advisors, Inc38,408$1.86M0.06%+13,76913F-HRTimeline
Crestwood Advisors Group, LLC38,187$1.85M0.03%+59613F-HRTimeline
CHOREO, LLC38,034$1.84M0.03%+4,45013F-HRTimeline
Jacobi Capital Management LLC37,936$1.83M0.14%+79913F-HRTimeline
Ausdal Financial Partners, Inc.37,934$1.83M0.16%+5,81813F-HRTimeline
Advyzon Investment Management, LLC37,717$1.82M0.7%13F-HRTimeline
JBR Co Financial Management Inc37,612$1.82M1.11%+10,14213F-HRTimeline
WEALTHGARDEN F.S. LLC37,472$1.81M1.69%+9,14613F-HRTimeline
E&G Advisors, LLC37,442$1.81M0.49%+65013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV37,295$1.8M0.13%+27413F-HRTimeline
Capital Investment Counsel, LLC36,769$1.78M0.3%+2,07913F-HRTimeline
PRIVATE TRUST CO NA36,750$1.78M0.18%-1,50813F-HRTimeline
MONETARY MANAGEMENT GROUP INC36,750$1.78M0.46%+20013F-HRTimeline
Accel Wealth Management36,649$1.77M0.67%+2,77913F-HRTimeline
WealthShield Partners, LLC36,619$1.77M0.25%+3,77713F-HRTimeline
Howard Capital Management Group, LLC36,536$1.77M0.12%-93013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…36,473$1.76M0.35%+2,14913F-HRTimelineGroup
Golden State Wealth Management, LLC36,156$1.75M0.26%13F-HRTimeline
BIRINYI ASSOCIATES INC36,085$1.74M0.48%+15013F-HRTimeline
Williams Jones Wealth Management, LLC.36,082$1.74M0.02%+11,98913F-HRTimeline
CMG Global Holdings, LLC34,345$1.73M0.96%-713F-HRTimeline
Tyler-Stone Wealth Management35,660$1.72M0.31%+3,12813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC35,482$1.71M0.2%-111,91113F-HRTimelineGroup
Centiva Capital, LP35,400$1.71M0.06%+27,40013F-HRTimeline
VCI Wealth Management LLC35,287$1.71M0.72%+10,40513F-HR/ATimeline
WealthPLAN Partners, LLC35,201$1.7M0.24%+89913F-HRTimeline
Blue Chip Partners, LLC35,145$1.7M0.15%-16613F-HRTimeline
INGALLS & SNYDER LLC35,047$1.69M0.07%-34813F-HRTimeline
Prairiewood Capital, LLC34,798$1.68M0.72%-4,34713F-HRTimeline
McGuire Investment Group, LLC34,731$1.68M0.24%+69913F-HRTimeline
Fiduciary Group, LLC34,193$1.65M0.17%+5,72513F-HRTimeline
SOL Capital Management CO34,150$1.65M0.18%013F-HRTimeline
Watts Gwilliam & Co., LLC34,033$1.64M0.35%+1,37413F-HRTimeline
Glass Jacobson Investment Advisors llc33,901$1.64M0.54%-1,03013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNET FINANCIAL MANAGEMENT, LLC33,765$1.63M0.21%+69213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC33,703$1.63M0.63%+14,15713F-HRTimeline
Csenge Advisory Group33,643$1.63M0.09%+4,67613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.33,546$1.62M1.5%13F-HRTimeline
Garden State Investment Advisory Servic…33,444$1.62M0.5%+4,68413F-HRTimeline
COUNTRY CLUB BANK33,384$1.61M0.11%-1,81613F-HRTimeline
LJI Wealth Management, LLC33,255$1.61M0.32%-1,27513F-HRTimeline
Bleakley Financial Group, LLC33,210$1.61M0.05%-87113F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.33,174$1.6M0.34%-1,20513F-HRTimeline
Beacon Bridge Wealth Partners, LLC33,130$1.6M0.68%+27,98213F-HRTimeline
Cladis Investment Advisory, LLC33,129$1.6M1.14%+1,00113F-HRTimeline
DT Investment Partners, LLC33,014$1.6M0.13%+45113F-HRTimeline
CX Institutional32,874$1.59M0.06%-2,06813F-HRTimeline
American Institute for Advanced Investm…32,790$1.58M1.18%+7,94513F-HRTimeline
Caprock Group, LLC32,550$1.57M0.05%+20,38913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV30,991$1.57M0.61%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC32,461$1.57M0.01%-16,59913F-HRTimelineGroup
PFS Partners, LLC32,402$1.57M0.85%-115,58713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC32,342$1.56M0.02%+3,08013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32,342$1.56M0.09%+8,94013F-HRTimelineGroup
SP Asset Management LLC32,240$1.56M0.13%+12913F-HRTimeline
PLIMOTH TRUST CO LLC32,236$1.56M0.4%-43813F-HRTimeline
Mesirow Financial Investment Management…32,191$1.56M0.03%+44213F-HRTimeline
CWC Advisors, LLC.32,088$1.55M1.55%+68213F-HRTimeline
Counterweight Ventures, LLC32,077$1.55M1.1%+42513F-HRTimeline
One Capital Management, LLC32,076$1.55M0.05%-24,53413F-HRTimeline
ZEGA Investments, LLC30,392$1.55M0.46%13F-HRTimeline
Clarity Wealth Advisors, LLC31,964$1.54M0.42%-4,04413F-HRTimeline
EVOKE WEALTH, LLC31,860$1.54M0.04%+2,73713F-HRTimeline
LM Advisors LLC31,836$1.54M0.28%+3,74113F-HR/ATimeline
Successful Portfolios LLC31,802$1.54M1.03%+4813F-HRTimeline
Leslie Global Wealth, LLC31,763$1.54M0.71%-63513F-HRTimeline
PURSUE WEALTH PARTNERS LLC31,754$1.53M0.88%+6,00113F-HRTimeline
Soltis Investment Advisors LLC31,741$1.53M0.14%+1,33113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.31,641$1.53M0.11%-13613F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC31,568$1.53M0.44%13F-HRTimeline
Roberts Wealth Advisors, LLC30,753$1.52M0.46%+3,57113F-HRTimeline
Circle Wealth Management, LLC31,237$1.51M0.03%+6,06913F-HRTimeline
True Vision MN LLC30,943$1.5M0.89%new13F-HRTimeline
PCG Wealth Advisors, LLC30,876$1.49M0.55%new13F-HRTimeline
PATTEN & PATTEN INC/TN30,842$1.49M0.1%-70013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…28,815$1.49M0.55%-29913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp30,733$1.49M0.14%-93513F-HRTimelineGroup
PFG Investments, LLC30,690$1.48M0.09%+1,58113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT30,542$1.48M0.06%+32013F-HRTimeline
One Wealth Map LLC29,002$1.47M0.89%-1,54413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.30,273$1.46M0.1%-6613F-HRTimelineGroup
City Center Advisors, LLC30,235$1.46M1.64%+7,27013F-HRTimeline
LGL PARTNERS, LLC30,209$1.46M0.21%+50013F-HRTimeline
EPG Wealth Management LLC30,091$1.45M0.38%-6,99313F-HRTimeline
Fearless Solutions, LLC dba Best Invest30,059$1.45M1.11%13F-HRTimeline
Glen Eagle Advisors, LLC30,039$1.45M0.24%+1,75513F-HRTimeline
Financiere des Professionnels - Fonds d…30,000$1.45M0.1%new13F-HRTimeline
Next Capital Management LLC29,868$1.44M0.59%013F-HRTimeline
NorthCoast Asset Management LLC29,713$1.44M0.01%-31013F-HR/ATimeline
Per Stirling Capital Management, LLC.29,482$1.42M0.2%+1,50113F-HRTimeline
LOWE BROCKENBROUGH & CO INC29,375$1.42M0.09%013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …29,357$1.42M1.09%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP29,090$1.41M0.21%+11,02913F-HRTimeline
MIdWestOne Financial Group, Inc.28,991$1.4M0.2%013F-HRTimeline
DAVIS R M INC28,921$1.4M0.03%+5,98913F-HRTimeline
Pinnacle Family Advisors, LLC28,803$1.39M0.67%+14,89413F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC28,736$1.39M0.12%-2,23813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC28,733$1.39M0.18%-10,03213F-HRTimeline
Wedmont Private Capital29,329$1.39M0.07%+3,36013F-HRTimeline
Ironwood Financial, llc28,676$1.39M0.29%+2,31813F-HRTimeline
Intellectus Partners, LLC28,651$1.38M0.31%+1,02413F-HRTimeline
Peoples Bank/KS28,410$1.37M0.95%+1,61513F-HRTimeline
NewEdge Wealth, LLC28,389$1.37M0.02%+4,15613F-HRTimeline
Phillips Wealth Planners LLC28,806$1.36M1.36%+7,61513F-HRTimeline
Encompass More Asset Management28,201$1.36M0.45%-9,56613F-HRTimeline
Ring Mountain Capital, LLC28,137$1.36M0.91%13F-HRTimeline
Audent Global Asset Management, LLC28,068$1.36M0.88%+3,56613F-HRTimeline
MKT Advisors LLC26,943$1.35M0.59%+4,17213F-HRTimeline
WHITTIER TRUST CO27,936$1.35M0.02%+12013F-HRTimeline
PSI Advisors, LLC27,869$1.35M0.4%+88813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC27,791$1.34M0.02%013F-HRTimelineGroup
Ipsen Advisor Group LLC27,745$1.34M1.15%13F-HRTimeline
Relyea Zuckerberg Hanson LLC27,576$1.33M0.18%013F-HRTimeline
Keebeck Wealth Management27,569$1.33M0.19%-26813F-HRTimeline
Tranquility Partners, LLC27,555$1.33M0.5%-22513F-HRTimeline
Tradition Wealth Management, LLC27,510$1.33M0.12%+57313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC27,444$1.33M0.24%-1,18413F-HRTimeline
SIMON QUICK ADVISORS, LLC26,826$1.3M0.08%+1,22813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…26,750$1.29M<0.01%+33413F-HRTimelineGroup
TSFG, LLC26,715$1.29M0.27%-413F-HRTimeline
APPLETON PARTNERS INC/MA26,640$1.29M0.1%+4,11813F-HRTimeline
SeaCrest Wealth Management, LLC26,527$1.28M0.13%-3,35613F-HRTimeline
NWF Advisory Services Inc.26,475$1.28M0.19%-40,74213F-HRTimeline
Xcel Wealth Management, LLC26,438$1.28M0.35%013F-HRTimeline
Worth Asset Management, LLC26,215$1.27M0.68%-10213F-HRTimeline
Smith Salley Wealth Management26,205$1.27M0.08%+25013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS26,176$1.27M0.05%-1,54413F-HRTimelineGroup
NWI MANAGEMENT LP26,000$1.26M0.1%013F-HRTimeline
Granite FO LLC25,920$1.25M0.72%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,702$1.24M<0.01%+94413F-HRTimelineGroup
CAPE ANN SAVINGS BANK25,610$1.24M0.73%-42513F-HRTimeline
SENTINEL TRUST CO LBA25,560$1.24M0.14%-2,60113F-HRTimeline
Curi Capital, LLC25,365$1.23M0.03%+43113F-HRTimeline
Valmark Advisers, Inc.25,261$1.22M0.02%-69813F-HRTimeline
MMA ASSET MANAGEMENT LLC25,250$1.22M0.53%-49,03813F-HRTimeline
HERBST GROUP, LLC25,166$1.22M0.76%+83513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.24,991$1.21M0.13%-73013F-HRTimeline
Advisors Capital Management, LLC24,950$1.21M0.02%+80613F-HRTimeline
Prestige Wealth Management Group LLC24,823$1.2M0.25%-4113F-HR/ATimeline
Certified Advisory Corp24,809$1.2M0.13%+45413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP24,727$1.2M0.11%+3,31913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …24,725$1.19M0.1%new13F-HR/ATimeline
Flywheel Private Wealth LLC24,618$1.19M1.09%13F-HRTimeline
NAVELLIER & ASSOCIATES INC24,611$1.19M0.14%+3,39813F-HRTimeline
C2C Wealth Management, LLC24,557$1.19M1.1%-20013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC24,524$1.19M0.23%+3,99513F-HRTimeline
Peak Asset Management, LLC24,398$1.18M0.22%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd24,245$1.17M0.08%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC24,154$1.17M0.53%13F-HRTimeline
L.M. KOHN & COMPANY24,118$1.17M0.3%+9,65813F-HRTimeline
First Business Financial Services, Inc.24,095$1.16M0.12%013F-HRTimeline