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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
Capital Advantage, Inc.14,080$680K0.12%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC14,069$680K0.03%+9,41613F-HRTimeline
Legacy Capital Group California, Inc.14,020$678K0.21%+2,94513F-HRTimeline
Principle Wealth Partners LLC14,009$677K0.05%-1,39213F-HRTimeline
Collaborative Wealth Managment Inc.14,009$677K0.31%+1713F-HRTimeline
Pictet North America Advisors SA13,964$675K0.06%+8,49713F-HRTimeline
SAPIENT CAPITAL LLC13,876$671K0.01%+8,46713F-HRTimeline
TWO SIGMA SECURITIES, LLC13,826$668K0.12%-54,88913F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC13,821$668K0.17%013F-HRTimeline
WealthBridge Capital Management, LLC13,748$664K0.18%-19913F-HRTimeline
Cornerstone Advisory, LLC12,751$660K0.08%+4613F-HRTimeline
UMB Bank, n.a.13,651$660K0.01%-81913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MCF Advisors LLC13,634$659K0.05%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC13,626$659K0.2%-75713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC13,581$656K0.03%-3,93213F-HRTimeline
GREENLEAF TRUST13,560$655K0.01%+3713F-HRTimeline
Moment Partners, LLC13,488$652K0.12%13F-HRTimeline
Finward Bancorp13,416$648K0.56%13F-HRTimeline
Acropolis Investment Management, LLC13,370$646K0.04%+813F-HRTimeline
Octavia Wealth Advisors, LLC13,323$644K0.08%-39313F-HRTimeline
SIGNATUREFD, LLC13,309$643K0.01%+59013F-HRTimeline
CENTRAL BANK & TRUST CO13,267$641K0.1%-48413F-HRTimeline
Core Wealth Partners LLC13,238$640K0.37%+6,56113F-HRTimeline
Elgethun Capital Management13,190$637K0.15%+413F-HRTimeline
Diligent Investors, LLC13,138$635K0.15%+19113F-HRTimeline
VestGen Investment Management13,134$635K0.17%-5913F-HRTimeline
Brightwater Advisory LLC13,104$633K0.5%-2,14413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,078$632K0.05%-22013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,279$632K0.03%+3,38613F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.13,044$630K0.29%+1,50013F-HRTimeline
Key Client Fiduciary Advisors, LLC13,040$630K0.28%+1213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…12,949$626K0.13%+5,27413F-HRTimeline
Talisman Wealth Advisors LLC12,940$625K0.66%+14113F-HRTimeline
HOLDERNESS INVESTMENTS CO12,922$625K0.14%+45313F-HRTimeline
JBGlobal.com LLC12,921$624K0.66%13F-HRTimeline
Shulman DeMeo Asset Management LLC12,915$624K0.17%+36313F-HRTimeline
PUREfi Wealth, LLC12,888$623K0.61%13F-HRTimeline
Carr Financial Group Corp12,864$622K0.2%+57513F-HRTimeline
Hopwood Financial Services, Inc.12,832$620K0.47%13F-HRTimeline
Gratus Wealth Advisors, LLC12,791$618K0.1%-15713F-HRTimeline
Act Two Investors LLC12,743$616K0.12%013F-HRTimeline
TRUST CO OF OKLAHOMA12,701$614K0.2%-2513F-HRTimeline
BANK OF HAWAII12,662$612K0.03%013F-HRTimeline
Wilson & Boucher Capital Management, LLC12,650$611K0.43%+4,80013F-HRTimeline
PETERSON WEALTH MANAGEMENT12,645$611K0.36%-6213F-HRTimeline
Meridian Wealth Advisors, LLC12,582$608K0.1%013F-HRTimeline
Rezny Wealth Management, Inc.12,538$606K0.15%new13F-HRTimeline
Modera Wealth Management, LLC12,499$604K0.01%+2,34613F-HRTimeline
Modus Advisors, LLC12,479$603K0.19%+3713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC12,405$600K0.11%-10013F-HRTimeline
Guardian Partners Inc.12,279$595K0.06%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT12,280$593K0.05%-24613F-HRTimeline
COUNTRY TRUST BANK12,271$593K0.01%+70213F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC12,270$593K0.01%-2,787,73013F-HRTimelineGroup
Cadent Capital Advisors, LLC12,237$591K0.21%+4,40813F-HRTimeline
Kaydan Wealth Management, Inc.12,230$591K0.2%+70913F-HRTimeline
1834 INVESTMENT ADVISORS CO12,227$591K0.07%013F-HRTimeline
tru Independence LLC12,178$589K0.18%+4513F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.14,300$588K0.24%new13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd12,151$587K0.04%+27013F-HRTimelineGroup
Empower Advisory Group, LLC12,150$587K<0.01%-1,02513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC12,149$587K0.09%-32413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,083$584K0.01%+1,06813F-HRTimeline
COURIER CAPITAL LLC12,050$582K0.04%+2613F-HRTimeline
Old North State Trust, LLC12,000$580K0.37%013F-HRTimeline
GAMMA Investing LLC11,990$579K0.05%013F-HRTimeline
PFG Advisors11,986$579K0.04%-18813F-HRTimeline
Morangie Management LLC11,982$579K0.47%13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.11,977$579K0.04%013F-HRTimelineGroup
Avantax Planning Partners, Inc.11,969$578K0.02%-113F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,950$578K0.16%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…11,949$577K0.07%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC11,945$577K0.03%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC11,932$577K0.02%+21513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,915$576K0.07%+22213F-HRTimeline
Clay Northam Wealth Management, LLC11,817$571K0.37%013F-HRTimeline
Choate Investment Advisors11,810$571K0.01%-30013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…11,809$571K0.57%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC11,737$567K0.01%013F-HRTimeline
Strategic Advisors LLC11,735$567K0.1%-4,35813F-HRTimeline
Tempus Wealth Planning, LLC11,734$567K0.17%-18813F-HRTimeline
Mathes Company, Inc.11,700$565K0.21%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,625$562K0.01%+5,28813F-HRTimeline
Waldron Private Wealth LLC11,625$562K0.02%-6,79013F-HRTimeline
Leo Wealth, LLC11,609$561K0.05%+1,13913F-HRTimeline
TruWealth Advisors, LLC11,598$561K0.03%+313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,558$559K0.07%+50313F-HRTimelineGroup
Strategic Investment Advisors / MI11,463$554K0.06%new13F-HRTimeline
WMS Partners, LLC11,454$554K0.03%013F-HRTimeline
Lionshead Wealth Management, LLC11,448$553K0.4%13F-HRTimeline
Pines Wealth Management, LLC11,665$552K0.24%13F-HRTimeline
HM PAYSON & CO11,420$552K0.01%013F-HRTimeline
Arete Wealth Advisors, LLC11,405$551K0.04%+1,38713F-HRTimeline
Legacy Wealth Asset Management, LLC11,392$551K0.15%-19813F-HRTimeline
Grassi Investment Management11,384$550K0.05%-33413F-HR/ATimeline
BRAVE ASSET MANAGEMENT INC11,378$550K0.17%+1,00413F-HRTimeline
L & S Advisors Inc11,285$545K0.06%-2313F-HRTimeline
Private Portfolio Partners LLC11,269$545K0.1%-89113F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.11,243$543K0.38%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC11,231$543K0.21%+5,12613F-HRTimeline
Biltmore Family Office, LLC11,225$543K0.09%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT11,181$540K0.18%013F-HRTimeline
RPG Investment Advisory, LLC11,136$538K0.07%-10013F-HRTimeline
Key Financial Inc11,136$538K0.12%+2313F-HRTimeline
Bristlecone Advisors, LLC11,115$537K0.04%013F-HRTimeline
Jackson Hole Capital Partners, LLC11,039$533K0.11%+113F-HRTimeline
Allen Capital Group, LLC10,995$531K0.07%+2113F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…10,985$531K0.08%new13F-HRTimelineGroup
American State Bank (Iowa)10,984$531K0.32%-913F-HRTimeline
Hexagon Capital Partners LLC10,924$528K0.1%+38813F-HRTimeline
Wealth Advisory Solutions, LLC10,906$527K0.15%-22313F-HRTimeline
WEALTH EFFECTS LLC10,902$527K0.19%+2,30513F-HRTimeline
Almanack Investment Partners, LLC.10,874$526K0.08%new13F-HRTimeline
Kaizen Financial Strategies10,866$525K0.3%+4513F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,835$524K0.01%+5,21113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,803$522K0.01%13F-HRTimeline
YHB Investment Advisors, Inc.10,698$517K0.04%013F-HRTimeline
Bedel Financial Consulting, Inc.9,974$515K0.07%+6513F-HRTimeline
Financial Engines Advisors L.L.C.10,654$515K<0.01%+2,65813F-HRTimeline
Spartan Planning & Wealth Management10,635$514K0.47%13F-HRTimeline
Legacy Advisors, LLC10,490$507K0.05%new13F-HRTimeline
Severin Investments, LLC10,469$506K0.5%13F-HRTimeline
Sherman Asset Management, Inc.10,460$506K0.46%13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,452$505K0.14%013F-HRTimeline
Argyle Capital Partners, LLC10,433$504K0.43%13F-HRTimeline
SkyOak Wealth, LLC10,401$503K0.11%new13F-HRTimeline
Aveo Capital Partners, LLC10,399$503K0.06%new13F-HRTimeline
Disciplined Investors, L.L.C.10,524$502K0.48%13F-HRTimeline
Southland Equity Partners LLC10,355$500K0.12%-14713F-HRTimeline
Measured Wealth Private Client Group, L…10,318$499K0.16%+3,54013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,312$498K0.05%+5,18313F-HR/ATimeline
Seven Springs Wealth Group, LLC10,262$496K0.18%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,181$492K0.03%-1,59913F-HRTimeline
Raab & Moskowitz Asset Management LLC10,134$490K0.12%-4013F-HRTimeline
Destination Wealth Management10,066$486K0.02%+25413F-HRTimeline
Aviance Capital Partners, LLC10,047$486K0.07%+113F-HRTimeline
Select Asset Management & Trust10,035$485K0.19%013F-HRTimeline
NCP Inc.10,018$484K0.25%-38213F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.10,000$483K0.05%013F-HRTimeline
Drexel Morgan & Co.10,000$483K0.1%013F-HRTimeline
Jupiter Wealth Management LLC10,000$483K0.24%new13F-HRTimeline
Ameliora Wealth Management Ltd.10,000$483K0.18%new13F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…10,000$483K0.21%-7,00013F-HRTimelineGroup
MGB Wealth Management, LLC9,980$482K0.15%+20313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich8,921$476K<0.01%+3,73313F-HRTimeline
Sound View Wealth Advisors Group, LLC9,829$475K0.04%+74813F-HRTimeline
Carnegie Lake Advisors LLC9,823$475K0.19%+4,50713F-HRTimeline
Ellevest, Inc.9,823$475K0.03%013F-HRTimeline
Berkeley Capital Partners, LLC9,806$474K0.13%+9613F-HRTimeline
MONECO ADVISORS, LLC9,779$473K0.05%+46813F-HR/ATimeline
Amplius Wealth Advisors, LLC9,723$470K0.05%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,719$470K0.01%013F-HRTimeline
Luminist Capital LLC9,713$469K0.82%13F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC9,700$469K0.09%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC9,699$469K0.09%+1,14613F-HRTimeline
Wealth Architects, LLC9,692$468K0.05%+4,28713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,686$468K0.09%+3,62713F-HRTimeline
Lodestone Wealth Management LLC9,679$468K0.23%-31913F-HRTimeline
ELCO Management Co., LLC9,655$467K0.25%-7,50013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO9,644$466K0.01%+4513F-HRTimeline
KKM Financial LLC9,568$462K0.19%013F-HRTimeline
Diversified Enterprises, LLC9,561$462K0.04%+1,32913F-HRTimeline
Milestone Investment Advisors LLC9,500$459K0.12%-20113F-HRTimeline
Twin Tree Management, LP9,457$457K0.01%-2,025,36713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,419$455K0.03%013F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC9,352$452K0.38%-57,39013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.9,346$452K0.03%-1,20013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC9,340$451K0.05%+4,73713F-HRTimeline
Family Firm, Inc.9,325$451K0.1%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,320$450K0.01%+52213F-HR/ATimelineGroup
Royal Capital Wealth Management, LLC9,290$449K0.31%-31013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,279$448K0.02%+713F-HR/ATimeline
Fusion Capital, LLC9,260$448K0.18%+2913F-HRTimeline
Blue Trust, Inc.9,254$447K0.01%-1,98213F-HR/ATimeline
Sovran Advisors, LLC9,227$445K0.06%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,211$445K0.05%13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…9,196$444K0.02%-12913F-HRTimelineGroup
CAPITAL ADVISORS INC/OK9,186$444K0.01%+27013F-HRTimeline
Prepared Retirement Institute LLC9,183$444K0.25%new13F-HRTimeline
IPG Investment Advisors LLC9,174$443K0.1%+2,22813F-HRTimeline
Eldridge Investment Advisors, Inc.9,137$442K0.1%-1,06913F-HRTimeline
GERBER, LLC9,125$441K0.32%+913F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC9,121$441K<0.01%+2,32813F-HRTimeline
Breed's Hill Capital LLC9,100$440K0.23%013F-HRTimeline
Interchange Capital Partners, LLC9,090$439K0.16%-2,26613F-HRTimeline
STAR Financial Bank9,079$439K0.32%-31913F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,022$436K0.03%+613F-HRTimeline
Solutions 4 Wealth, Ltd8,984$434K0.79%+2913F-HRTimeline
Richardson Capital Management LLC8,944$432K0.27%013F-HRTimeline
EQUITABLE TRUST CO8,893$430K0.02%new13F-HRTimeline
Arax Advisory Partners8,851$428K0.03%+5,81213F-HRTimeline
All Terrain Financial Advisors, LLC8,834$427K0.17%013F-HRTimeline
Private Capital Management, LLC8,830$427K0.05%-4,45213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,802$425K0.01%+55413F-HRTimeline
Strategies Wealth Advisors, LLC8,253$424K0.05%+23313F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC8,775$424K0.2%+77513F-HRTimeline
HCR Wealth Advisors8,727$422K0.05%+3,08013F-HRTimeline
Aurora Private Wealth, Inc.8,704$421K0.32%+25413F-HRTimeline
Edge Capital Group, LLC8,697$420K0.02%+31513F-HRTimeline
Two West Capital Advisors LLC8,691$420K0.36%new13F-HRTimeline