Skip to content
Disclosery

XLF SELECT SECTOR SPDR TR

Follow

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
VICTORY FINANCIAL GROUP, LLC24,016$1.16M0.31%13F-HRTimeline
WESBANCO BANK INC23,849$1.15M0.04%-32,24513F-HRTimeline
Breakwater Capital Group23,698$1.15M0.23%+1,04313F-HRTimeline
Westbourne Investment Advisors, Inc.23,604$1.14M0.39%-72713F-HRTimeline
Galvin, Gaustad & Stein, LLC23,576$1.14M0.1%-8,23113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.23,535$1.14M0.44%-4,86113F-HRTimeline
CHILTON INVESTMENT CO INC.23,500$1.14M0.03%013F-HRTimeline
Allie Family Office LLC23,445$1.13M0.63%-1,41013F-HRTimeline
Davies Financial Advisors, Inc.23,391$1.13M0.96%-25813F-HRTimeline
Madison Park Capital Advisors, LLC23,300$1.13M0.9%-67,32113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV23,286$1.12M0.27%+64313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,152$1.12M0.08%+5,71213F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC23,113$1.12M0.08%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC23,069$1.11M0.5%+92513F-HRTimeline
Visionary Horizons, LLC23,040$1.11M0.73%-4613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC23,008$1.11M0.04%-3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVERGREEN CAPITAL MANAGEMENT LLC22,970$1.11M0.04%-97213F-HRTimeline
Bullock Wealth Management Group22,966$1.11M0.65%+2,06013F-HRTimeline
GPS Wealth Strategies Group, LLC22,891$1.11M0.14%+99613F-HRTimeline
RMR Wealth Builders22,861$1.1M0.11%-22713F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC22,824$1.1M0.06%-15613F-HR/ATimeline
WorthPointe, LLC22,796$1.1M0.46%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.22,730$1.1M0.48%+3,79013F-HRTimeline
Elm Partners Management LLC22,711$1.1M0.07%+12,05913F-HRTimeline
Ranch Capital Advisors Inc.22,648$1.09M0.52%+33013F-HRTimeline
Founders Financial Alliance, LLC22,617$1.09M0.3%-1,27713F-HRTimeline
Raleigh Capital Management Inc.22,588$1.09M0.42%+21,89513F-HRTimeline
Finley Financial, LLC21,910$1.08M0.56%13F-HRTimeline
Bell Bank22,347$1.08M0.08%013F-HRTimeline
Ally Invest Advisors Inc.22,318$1.08M0.09%+2,09113F-HRTimeline
Global Financial Private Client, LLC21,944$1.06M0.4%+79913F-HRTimeline
Lynx Investment Advisory21,798$1.05M0.72%-11413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp21,426$1.04M0.07%+1,95113F-HRTimelineGroup
Eagle Capital Management, LLC21,422$1.03M0.42%-14413F-HRTimeline
Caldwell Trust Co21,183$1.02M0.11%+58213F-HRTimeline
Rollins Financial Advisors, LLC21,174$1.02M0.16%+2,36013F-HRTimeline
Prostatis Group LLC21,149$1.02M0.3%-71,34713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC21,130$1.02M0.18%-5913F-HRTimeline
HBK Sorce Advisory LLC21,030$1.02M0.03%-44813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP19,719$1.01M0.16%+47513F-HRTimeline
EWG Elevate Inc.20,970$1.01M0.31%+9,00113F-HRTimeline
IEQ CAPITAL, LLC20,951$1.01M0.01%+1,82513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC20,886$1.01M0.45%13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding20,652$998K-1,202Timeline
FIRST MANHATTAN CO. LLC.20,489$990K<0.01%new13F-HRTimeline
Maiden Cove Capital, LLC20,423$987K0.92%+20613F-HRTimeline
V2 Financial group LLC20,363$984K0.6%013F-HRTimeline
Verdence Capital Advisors LLC20,356$984K0.08%+6,33313F-HRTimeline
Avidian Wealth Enterprises, LLC20,264$979K0.04%+6,53413F-HRTimeline
KG Capital Management20,253$979K0.31%+8713F-HRTimeline
Procyon Advisors, LLC20,240$978K0.06%-1,04213F-HRTimeline
Parkside Advisors LLC20,229$978K0.23%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.20,153$974K0.01%+1,79413F-HRTimeline
Richard W. Paul & Associates, LLC20,142$973K0.35%-86913F-HRTimeline
McCollum Christoferson Group LLC20,130$973K0.29%new13F-HRTimeline
LVZ, Inc.20,113$972K0.12%-29913F-HRTimeline
Stonebrook Private Inc.20,072$970K0.25%+3,49813F-HRTimeline
UNION SAVINGS BANK20,028$968K0.48%-83013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC20,016$967K0.21%+12,96813F-HRTimeline
Aft, Forsyth & Sober, LLC20,000$967K0.31%013F-HRTimeline
Falcon Wealth Planning19,923$963K0.11%-4213F-HRTimeline
MEANS INVESTMENT CO., INC.19,865$960K0.1%+8,75513F-HRTimeline
Global Assets Advisory, LLC19,910$960K0.53%+47513F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC19,849$959K0.19%-1,51013F-HRTimeline
N.E.W. Advisory Services LLC19,825$958K0.09%+1,67513F-HRTimeline
ROMAN BUTLER FULLERTON & CO18,633$958K0.3%-89313F-HRTimeline
Alteri Wealth LLC19,734$954K0.26%13F-HRTimeline
American Financial Advisors, LLC19,731$954K0.13%-89513F-HRTimeline
CWA Asset Management Group, LLC19,723$953K0.05%+14,04813F-HRTimeline
Strategic Blueprint, LLC19,646$950K0.06%+6,78713F-HRTimeline
Point Windward Advisors Inc.19,605$948K0.35%+68513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,438$939K0.01%-35513F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.19,417$937K0.66%new13F-HRTimeline
Journey Advisory Group, LLC22,759$936K0.11%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC19,347$935K<0.01%-13,59013F-HRTimelineGroup
Glenview Trust Co19,323$934K0.02%+1,89913F-HRTimeline
Gotham Asset Management, LLC19,302$933K0.01%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC19,228$929K0.03%-43713F-HRTimeline
SOA Wealth Advisors, LLC.19,066$921K0.17%-17013F-HR/ATimeline
Global Endowment Management, LPin group Global Endowment Management, …19,030$920K0.12%013F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC18,987$918K0.64%+1,78413F-HRTimeline
RWA WEALTH PARTNERS, LLC18,886$913K0.01%-1,28513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.18,857$911K0.1%013F-HRTimeline
Kagan Cocozza Asset Management18,791$908K0.75%13F-HRTimeline
Goodman Advisory Group, LLC18,775$907K0.27%-2,60413F-HRTimeline
Norris Financial Group, LLC18,709$904K0.42%-53,93513F-HRTimeline
Zhang Financial LLC18,498$894K0.05%+6,95413F-HRTimeline
Modern Wealth Management, LLC18,430$891K0.03%new13F-HR/ATimeline
SAX WEALTH ADVISORS, LLC18,406$890K0.07%-3,33713F-HRTimeline
SBI Securities Co., Ltd.18,256$882K0.03%13F-HRTimeline
Nova Wealth Management, Inc.18,189$879K0.76%13F-HRTimeline
TRUST POINT INC.18,174$878K0.06%013F-HRTimeline
Lindbrook Capital, LLC18,148$877K0.08%+53813F-HRTimeline
HEADINVEST, LLC18,087$874K0.16%-1,20013F-HRTimeline
Powell Investment Advisors, LLC18,063$873K0.4%+2,05113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18,004$870K0.06%+2,23813F-HRTimelineGroup
Investment Advisory Group, LLC17,875$864K0.29%+3813F-HRTimeline
Cullen Capital Management, LLC17,720$856K0.01%-129,16013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,717$856K0.02%-7013F-HRTimeline
Charter Oak Capital Management, LLC17,692$855K0.08%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding17,695$855K+6,223Timeline
AAFMAA Wealth Management & Trust LLC17,686$855K0.37%+32213F-HRTimeline
D.B. Root & Company, LLC17,635$852K0.27%013F-HRTimeline
Steele Capital Management, Inc.17,494$845K0.04%013F-HRTimeline
LRI Investments, LLC17,459$844K0.08%013F-HRTimeline
BOKF, NAin group BOKF, NA17,818$843K0.01%+1,20013F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC17,411$841K0.96%13F-HRTimeline
RIVERSEDGE ADVISORS, LLC17,398$841K0.19%013F-HRTimeline
Pettinga Financial Advisors LLC17,393$841K0.19%-16013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.17,331$838K0.24%-8,12913F-HRTimeline
SMITH, MOORE & CO.17,304$836K0.08%-58413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC17,162$829K0.46%013F-HRTimeline
RoundAngle Advisors LLC17,146$829K0.79%13F-HRTimeline
Cassaday & Co Wealth Management LLC17,080$825K0.02%+58913F-HRTimeline
Beaumont Financial Advisors, LLC17,068$825K0.06%013F-HRTimeline
Signature Wealth Management Partners, L…17,052$824K0.57%+5113F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors17,005$822K0.44%13F-HRTimelineGroup
RATIONAL ADVISORS, INC.16,986$821K0.08%+16,23713F-HRTimeline
Heritage Wealth Advisors16,909$817K0.04%013F-HRTimeline
HOWE & RUSLING INC16,898$817K0.07%+4,07913F-HRTimeline
PEAK FINANCIAL ADVISORS LLC16,857$815K0.42%-6913F-HRTimeline
Bragg Financial Advisors, Inc16,828$813K0.03%+4,54013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT16,752$810K0.37%-62413F-HRTimeline
M.E. ALLISON & CO., INC.16,687$806K0.89%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC16,575$801K0.26%new13F-HRTimeline
Thomasville National Bank16,562$800K0.06%-20013F-HRTimeline
Balboa Wealth Partners16,554$800K0.18%-38013F-HRTimeline
INVESTMENT PARTNERS, LTD.16,514$798K0.33%013F-HRTimeline
REBALANCE, LLC16,476$796K0.06%+6913F-HRTimeline
OBSIDIAN CIO, LLC16,426$794K0.14%+6,90113F-HRTimeline
Hilltop National Bank16,377$792K0.24%-2,13013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC16,287$787K0.17%new13F-HRTimeline
O'ROURKE & COMPANY, Inc16,277$787K0.39%+88713F-HRTimeline
Capital Investment Advisory Services, L…16,258$786K0.08%-14813F-HRTimeline
SWMG, LLC15,572$785K0.31%+30713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC16,237$785K0.63%13F-HRTimeline
Wealthstar Advisors, LLC16,155$781K0.34%13F-HRTimeline
Generali Investments, Management Co LLC16,141$780K0.2%13F-HRTimeline
Legacy Wealth Management, LLC16,125$779K0.05%+3,35813F-HRTimeline
SYON CAPITAL LLC16,076$777K0.07%new13F-HRTimeline
LYNCH & ASSOCIATES/IN16,075$777K0.17%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC16,074$777K0.06%-7013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC15,101$774K0.08%-47513F-HRTimeline
Core Alternative Capital15,977$772K0.16%-17,64913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,951$771K0.03%-91313F-HRTimelineGroup
Beacon Financial Advisory LLC15,938$770K0.25%-69613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO15,903$769K0.01%+2,36513F-HRTimelineGroup
Montecito Bank & Trust15,899$768K0.13%-1,11013F-HRTimeline
Argent Trust Co15,878$767K0.03%013F-HRTimeline
MITCHELL SINKLER & STARR/PA15,860$767K0.2%013F-HRTimeline
CHICAGO TRUST Co NA15,850$766K0.14%+96813F-HRTimeline
Coastline Trust Co15,825$765K0.09%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mission Creek Capital Partners, Inc.15,797$763K0.17%-6913F-HRTimeline
Edge Financial Advisors LLC15,793$763K0.68%-3313F-HRTimeline
Sound Income Strategies, LLC15,762$762K0.05%-5113F-HRTimeline
Quadcap Wealth Management, LLC15,751$761K0.11%+19913F-HRTimeline
Mosley Wealth Management14,844$761K0.47%+2,26013F-HRTimeline
Strategic Financial Concepts, LLC15,714$759K0.15%+2,88213F-HR/ATimeline
First National Trust Co15,675$758K0.03%+1,59213F-HRTimeline
Philip James Wealth Mangement, LLC15,520$750K0.1%+2313F-HRTimeline
Goelzer Investment Management, Inc.15,462$747K0.04%+1,76813F-HRTimeline
ADIRONDACK TRUST CO15,455$747K0.29%+27513F-HRTimeline
Brendel Financial Advisors LLC15,413$745K0.45%-1,73013F-HRTimeline
Beaumont Asset Management, L.L.C.15,370$743K0.43%-37713F-HRTimeline
Grantvest Financial Group LLC15,355$742K0.83%13F-HRTimeline
Financial & Tax Architects, LLC15,263$738K0.19%+11513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,215$735K0.05%-91213F-HRTimeline
Worth Financial Advisory Group, LLC15,203$735K0.45%-78713F-HRTimeline
Koshinski Asset Management, Inc.15,192$734K0.07%+92413F-HRTimeline
Astra Wealth Partners LLC15,075$729K0.69%13F-HRTimeline
KFA Private Wealth Group, LLC15,000$725K0.3%+5,06213F-HRTimeline
Burford Brothers, Inc.14,892$720K0.35%+99213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,871$719K0.01%+62613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.14,863$718K0.03%+1,77013F-HRTimeline
Anchor Investment Management, LLC14,825$717K0.07%+33313F-HRTimeline
Kathleen S. Wright Associates Inc.14,810$716K0.3%+513F-HRTimeline
GROUP ONE TRADING LLC14,796$715K0.02%new13F-HR/ATimeline
WEBSTER BANK, N. A.14,785$715K0.08%-6,10013F-HRTimeline
waypoint wealth counsel14,769$714K0.47%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC14,699$710K0.06%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A14,653$708K<0.01%-21,84913F-HRTimelineGroup
Axecap Investments, LLC14,634$707K0.53%-19213F-HRTimeline
Investment Partners Asset Management, I…14,569$704K0.55%-2513F-HRTimeline
Parkside Financial Bank & Trust14,560$704K0.09%-97413F-HRTimeline
Slow Capital, Inc.14,546$703K0.1%013F-HRTimeline
Viewpoint Capital Management LLC14,542$703K0.37%013F-HRTimeline
Navis Wealth Advisors, LLC14,498$701K0.77%+1013F-HRTimeline
Sterneck Capital Management, LLC14,448$698K0.38%-1,65713F-HRTimeline
Empirical Asset Management, LLC14,434$698K0.23%-92413F-HRTimeline
Crewe Advisors LLC14,417$697K0.1%-27013F-HRTimeline
Manhattan West Asset Management, LLC14,415$697K0.19%+3,30013F-HRTimeline
Riggs Capital Management LLC14,370$694K0.68%13F-HRTimeline
Second Half Financial Partners, LLC14,345$693K0.34%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC14,345$693K0.09%013F-HRTimeline
Wood Tarver Financial Group, LLC14,357$693K0.23%13F-HRTimeline
Good Life Advisors, LLC14,309$692K0.05%+3,20413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC14,300$691K0.26%013F-HR/ATimeline
Total Wealth Planning & Management, Inc.14,300$691K0.68%13F-HRTimeline
AdvisorNet Financial, Inc14,282$690K0.06%+71513F-HRTimeline
FineMark National Bank & Trust14,089$681K0.02%+2,90513F-HRTimeline