XLF SELECT SECTOR SPDR TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Creegan & Nassoura Financial Group, LLC	8,675	$419K	0.28%	-225	13F-HR Timeline
River Wealth Advisors LLC	8,644	$418K	0.06%	-3,880	13F-HR Timeline
Summit X, LLC	8,632	$417K	0.09%	+1,193	13F-HR Timeline
USA FINANCIAL FORMULAS	8,630	$417K	0.07%	-1,417	13F-HR Timeline
Destiny Capital Corp/CO	8,615	$416K	0.25%	0	13F-HR Timeline
Formidable Asset Management, LLC	8,586	$415K	0.07%	-4	13F-HR Timeline
Strategic Wealth Partners, Ltd.	8,020	$415K	0.03%	-1,445	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	8,563	$414K	0.13%	+229	13F-HR Timeline
Aries Wealth Management	8,554	$413K	0.11%	0	13F-HR Timeline
PROFFITT & GOODSON INC	8,543	$413K	0.07%	+802	13F-HR Timeline
SlateStone Wealth, LLC	8,527	$412K	0.04%	0	13F-HR Timeline
Executive Wealth Management, LLC	8,494	$411K	0.03%	-4,644	13F-HR Timeline
Legacy Edge Advisors, LLC	8,468	$409K	0.06%	+1,610	13F-HR Timeline
LongView Wealth Management	8,457	$409K	0.12%	+1,140	13F-HR Timeline
Ascentis Wealth Management, LLCgroup of 2 filers holding	8,442	$408K		+455	Timeline Ascentis Independent Advisors: 8,357 (0.08%) 13F-HR Ascentis Wealth Management, LLC: 85 (<0.01%) 13F-HR
Comprehensive Wealth Management, LLC	8,439	$408K	0.3%	-33	13F-HR Timeline
Pure Financial Advisors, LLC	8,437	$408K	0.01%	-328	13F-HR Timeline
One Wealth Management Investment & Advi…	8,419	$407K	0.65%	0	13F-HR Timeline
MOSAIC FINANCIAL GROUP, LLC	8,388	$405K	0.29%	-111	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	8,377	$405K	0.19%	0	13F-HR Timeline Group
Delta Financial Group, Inc.	8,369	$404K	0.09%	-65	13F-HR Timeline
Coordinated Financial Services, Inc.	8,359	$404K	0.32%		13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	8,327	$402K	0.13%	-1,279	13F-HR Timeline
HMV Wealth Advisors, LLC	8,311	$402K	0.4%		13F-HR Timeline
Lighthouse Financial LLC	8,311	$402K	0.33%		13F-HR Timeline
W.G. Shaheen & Associates DBA Whitney &…	8,285	$400K	0.04%	0	13F-HR Timeline
First Heartland Consultants, Inc.	8,251	$399K	0.04%	+443	13F-HR Timeline
Herold Advisors, Inc.	8,171	$395K	0.09%	+33	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	7,964	$394K	0.28%	new	13F-HR Timeline
Chicago Partners Investment Group LLC	8,113	$393K	0.01%	-1,077	13F-HR Timeline
Tiller Private Wealth, Inc.	8,119	$392K	0.17%	+1,465	13F-HR Timeline
Elevated Capital Advisors, LLC	8,117	$392K	0.11%	-15,100	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	8,071	$392K	0.17%	+103	13F-HR Timeline
SeaBridge Investment Advisors LLC	8,052	$389K	0.08%	new	13F-HR Timeline
Manchester Capital Management LLC	8,039	$389K	0.05%	0	13F-HR Timeline
Sage Capital Advisors,llc	8,025	$388K	0.1%	+1	13F-HR Timeline
Sebold Capital Management, Inc.	8,012	$387K	0.26%	-671	13F-HR Timeline
COWA, LLC	8,000	$387K	0.18%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	7,441	$383K	0.18%		13F-HR Timeline
Exchange Capital Management, Inc.	7,917	$383K	0.06%	0	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	7,894	$382K	0.05%	0	13F-HR Timeline
Sonora Investment Management Group, LLC	7,876	$381K	0.03%	+470	13F-HR Timeline
First County Bank /CT/	7,871	$380K	0.21%	-650	13F-HR Timeline
Sharkey, Howes & Javer	7,842	$379K	0.05%	0	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	7,807	$377K	0.02%	+377	13F-HR Timeline
Gallacher Capital Management LLC	7,780	$376K	0.19%	-22	13F-HR Timeline
Meridian Financial Advisors, LLC	7,778	$376K	0.26%	+798	13F-HR Timeline
TigerOak Management, L.L.C.	7,777	$376K	0.14%		13F-HR Timeline
Loudon Investment Management, LLC	7,740	$374K	0.21%	0	13F-HR Timeline
Riverview Capital Advisers, LLC	7,737	$374K	0.11%	-15	13F-HR Timeline
Summit Trail Advisors, LLC	7,713	$373K	0.01%	+113	13F-HR Timeline
KWB Wealth	8,224	$373K	0.05%	-2,745	13F-HR Timeline
InTrack Investment Management Inc	7,714	$372K	0.26%	0	13F-HR Timeline
STERLING INVESTMENT MANAGEMENT, LLC	7,691	$372K	0.29%	-2,108	13F-HR Timeline
Bouchey Financial Group, Ltd.	7,682	$371K	0.03%	-173	13F-HR Timeline
Grandview Asset Management LLC	7,666	$371K	0.14%	+2,915	13F-HR Timeline
Lansing Street Advisors	7,649	$370K	0.13%	new	13F-HR Timeline
Bison Wealth, LLC	7,640	$369K	0.08%	+210	13F-HR Timeline
High Falls Advisors, Inc	7,627	$369K	0.09%	+18	13F-HR Timeline
Florida Trust Wealth Management Co	7,604	$368K	0.01%	0	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	7,593	$367K	0.02%	0	13F-HR Timeline Group
LifeSteps Financial, Inc.	7,562	$365K	0.28%	+539	13F-HR Timeline
Cottage Street Advisors LLC	7,551	$365K	0.19%	new	13F-HR Timeline
BluePointe Capital Management, LLC	7,545	$365K	0.21%	-1,043	13F-HR Timeline
Saxony Capital Management, LLC	7,516	$363K	0.32%	-7,248	13F-HR Timeline
Tyche Wealth Partners LLC	7,509	$363K	0.08%	-36	13F-HR Timeline
Absolute Gestao de Investimentos Ltda.	7,500	$362K	0.15%	-142,500	13F-HR Timeline
SFE Investment Counsel	7,480	$362K	0.08%	-873	13F-HR Timeline
Addison Advisors LLC	7,474	$361K	0.1%	-195	13F-HR Timeline
FIRST UNITED BANK & TRUST	7,431	$359K	0.13%	-77	13F-HR Timeline
MRWM Advisors, LLC	7,424	$359K	0.28%		13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	7,414	$358K	0.05%	new	13F-HR/A Timeline
Lion Street Advisors, LLC	7,405	$358K	0.11%	+2,970	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	7,386	$357K	0.06%	+222	13F-HR Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…	7,380	$357K	0.13%	+10	13F-HR Timeline
Vise Technologies, Inc.	7,373	$356K	0.03%	new	13F-HR Timeline
Icon Wealth Advisors, LLC	7,368	$356K	0.03%	-480	13F-HR Timeline
EASTERN BANK	7,361	$356K	0.01%	+1,542	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	7,360	$356K	0.01%	+457	13F-HR Timeline Group
Friedenthal Financial	7,355	$355K	0.21%	+2,344	13F-HR Timeline
Wealth Watch Advisors, INC	7,346	$355K	0.22%		13F-HR Timeline
Avestar Capital, LLC	7,328	$354K	0.03%	+1,173	13F-HR Timeline
Smith Thornton Advisors LLC	7,328	$354K	0.22%	0	13F-HR Timeline
Wernau Asset Management Inc.	7,313	$353K	0.34%		13F-HR Timeline
LFA - Lugano Financial Advisors SA	7,300	$353K	0.23%	0	13F-HR Timeline
OPINICUS CAPITAL, INC.	7,275	$352K	0.3%	+687	13F-HR Timeline
BIP Wealth, LLC	7,258	$351K	0.02%	+1,243	13F-HR Timeline
Firestone Capital Management	7,257	$351K	0.09%	+360	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	7,254	$351K	0.02%	+75	13F-HR Timeline
Moloney Securities Asset Management, LLC	7,245	$350K	0.05%	-1,615	13F-HR Timeline
Aspen Investment Management Inc	7,233	$350K	0.16%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	7,240	$350K		-274	Timeline Colonial Trust Co / SC: 4,600 (0.03%) 13F-HR Colonial Trust Advisors: 2,640 (0.01%) 13F-HR
JOURNEY STRATEGIC WEALTH LLC	7,241	$350K	0.01%	-583	13F-HR Timeline
Register Financial Advisors LLC	7,225	$349K	0.18%	+237	13F-HR Timeline
Compound Planning, Inc.	7,222	$349K	0.02%	new	13F-HR Timeline
Fort Point Capital Partners LLC	7,196	$348K	0.04%	+1,656	13F-HR Timeline
Arkos Global Advisors	7,172	$347K	0.05%	+262	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	7,165	$346K	0.07%	-3,000	13F-HR Timeline Group
VISTA INVESTMENT MANAGEMENT	7,150	$346K	0.13%	-100	13F-HR Timeline
CARRET ASSET MANAGEMENT, LLC	7,116	$344K	0.04%	-200	13F-HR Timeline
Agate Pass Investment Management, LLC	7,108	$344K	0.16%	0	13F-HR Timeline
WASHBURN CAPITAL MANAGEMENT, INC.	6,938	$335K	0.21%	new	13F-HR Timeline
Financial Life Planners	6,922	$335K	0.28%		13F-HR Timeline
DUNCKER STREETT & CO INC	6,910	$334K	0.06%	-1,163	13F-HR Timeline
SageView Advisory Group, LLC	6,864	$332K	0.01%	+661	13F-HR Timeline
CRA Financial Services, LLC	6,847	$331K	0.06%	-153	13F-HR Timeline
Pointe Capital Management LLC	6,839	$331K	0.19%	+2	13F-HR/A Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	6,840	$331K	0.22%	+710	13F-HR Timeline
Resurgent Financial Advisors LLC	6,817	$329K	0.19%	+1,789	13F-HR Timeline
Strive Asset Management, LLC	6,814	$329K	0.25%		13F-HR Timeline
MSH Capital Advisors LLC	6,800	$329K	0.1%	-466	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	6,798	$329K	0.02%	-47	13F-HR Timeline
JMG Financial Group, Ltd.	6,765	$327K	0.01%	0	13F-HR Timeline
Mattern Wealth Management LLC	6,726	$325K	0.07%	0	13F-HR Timeline
Aull & Monroe Investment Management Corp	6,709	$324K	0.17%	0	13F-HR Timeline
LCNB CORP	6,702	$324K	0.12%	new	13F-HR Timeline
Autumn Glory Partners, LLC	6,698	$324K	0.16%	+526	13F-HR Timeline
Medallion Wealth Advisors, LLC	6,678	$323K	0.16%		13F-HR Timeline
BERKSHIRE ASSET MANAGEMENT LLC/PA	6,349	$323K	0.02%	0	13F-HR Timeline
Minot DeBlois Advisors LLC	6,679	$323K	0.29%		13F-HR Timeline
DELTA CAPITAL MANAGEMENT LLC	6,650	$321K	0.18%	new	13F-HR Timeline
Fortis Capital Advisors, LLC	7,000	$320K	0.11%	-7,838	13F-HR Timeline
Clare Market Investments LLC	6,604	$319K	0.08%	-484	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	6,595	$319K	0.12%	+115	13F-HR Timeline
Clarity Capital Advisors, LLC	6,576	$318K	0.21%	0	13F-HR Timeline
EHRLICH FINANCIAL GROUP	6,573	$318K	0.23%	+1,016	13F-HR Timeline
Pine Haven Investment Counsel, Inc	6,570	$318K	0.26%	-1,500	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	6,551	$317K	0.01%	+1	13F-HR Timeline Group
Clarius Group, LLC	6,550	$317K	0.02%	0	13F-HR Timeline
Financial Sense Advisors, Inc.	6,519	$315K	0.11%	+254	13F-HR Timeline
Independence Bank of Kentucky	6,492	$314K	0.05%	-249	13F-HR Timeline
Embree Financial Group	6,481	$313K	0.05%	+754	13F-HR Timeline
MERIDIAN INVESTMENT COUNSEL INC.	6,475	$313K	0.09%	+395	13F-HR Timeline
SONATA CAPITAL GROUP INC	6,461	$312K	0.13%	0	13F-HR Timeline
Bluespring Wealth Management, LLC	6,445	$311K	0.03%	0	13F-HR Timeline
GWN SECURITIES INC.	6,120	$311K	0.08%		13F-HR Timeline
MAGNOLIA CAPITAL MANAGEMENT LTD	6,430	$311K	0.25%	0	13F-HR Timeline
Eagle Ridge Investment Management	6,415	$310K	0.03%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOR CAPITAL ADVISORS, INC.	6,423	$310K	0.01%	-672	13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	6,401	$309K	0.05%	+720	13F-HR Timeline
Accredited Investors Inc.	6,379	$308K	0.02%	-666	13F-HR Timeline
Second Line Capital, LLC	6,372	$308K	0.08%	+62	13F-HR Timeline
Arbor Investment Advisors, LLC	6,370	$308K	0.04%	new	13F-HR Timeline
Holland Advisory Services, Inc.	6,370	$308K	0.4%	-250	13F-HR Timeline
BANK OF STOCKTON	6,366	$308K	0.09%	new	13F-HR Timeline
Savvy Advisors, Inc.	6,346	$307K	0.04%	+423	13F-HR Timeline
Allred Capital Management, LLC	6,310	$305K	0.12%	+1,011	13F-HR Timeline
Arcataur Capital Management LLC	6,281	$304K	0.1%	-25	13F-HR Timeline
Black Diamond Financial, LLC	6,231	$301K	0.05%	-697	13F-HR Timeline
Asset Management Group, Inc.	6,226	$301K	0.05%	+14	13F-HR Timeline
CHAPIN DAVIS, INC.	6,635	$301K	0.1%	0	13F-HR Timeline
Arista Wealth Management, LLC	6,215	$300K	0.07%	0	13F-HR Timeline
Seelaus Asset Management LLC	6,163	$298K	0.27%	new	13F-HR Timeline
Main Street Financial Solutions, LLC	6,148	$297K	0.03%	-189	13F-HR Timeline
Clarity Capital Partners LLC	6,132	$296K	0.15%	+478	13F-HR Timeline
CERTUITY, LLC	6,120	$296K	0.03%	+698	13F-HR Timeline
McHugh Group, LLC	6,100	$295K	0.22%		13F-HR Timeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…	6,069	$293K	<0.01%	-53,343	13F-HR Timeline Group
Alpha Cubed Investments, LLC	6,054	$293K	0.01%	+820	13F-HR Timeline
BENEDICT FINANCIAL ADVISORS INC	6,048	$292K	0.07%	new	13F-HR Timeline
Ball & Co Wealth Management Inc.	6,020	$290K	0.23%		13F-HR Timeline
Maxwell Wealth Strategies Inc.	6,000	$290K	0.12%	0	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	5,998	$290K	0.11%	-1,191	13F-HR Timeline
TWIN CAPITAL MANAGEMENT INC	5,955	$288K	0.03%	0	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	5,940	$287K	0.01%	0	13F-HR Timeline
Pekin Hardy Strauss, Inc.	5,940	$287K	0.04%	-25	13F-HR Timeline
Acorns Advisers, LLC	5,934	$287K	<0.01%	new	13F-HR Timeline
Trivium Point Advisory, LLC	5,917	$286K	0.04%	-566	13F-HR Timeline
Warther Private Wealth, LLC	5,887	$285K	0.1%	0	13F-HR Timeline
Horrell Capital Management, Inc.	5,872	$284K	0.08%	+191	13F-HR Timeline
Cape Investment Advisory, Inc.	5,872	$284K	0.11%	+166	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	5,828	$282K	0.02%	-1	13F-HR Timeline
RENAISSANCE TECHNOLOGIES LLC	5,800	$280K	<0.01%	new	13F-HR Timeline
BlueSky Wealth Advisors, LLC	5,793	$280K	0.04%	0	13F-HR Timeline
Marion Wealth Management	5,773	$279K	0.07%	+26	13F-HR Timeline
Lakeridge Wealth Management LLC	5,742	$278K	0.14%	+2	13F-HR Timeline
SilverOak Wealth Management LLC	5,727	$277K	0.06%	0	13F-HR Timeline
Continuum Advisory, LLC	5,702	$276K	0.04%	-74	13F-HR Timeline
New Century Financial Group, LLC	5,662	$275K	0.12%	+687	13F-HR Timeline
Summit Financial Strategies, Inc.	5,672	$274K	0.03%	0	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	5,665	$274K	0.04%	0	13F-HR Timeline
FSM Wealth Advisors, LLC	5,497	$274K	0.07%	+180	13F-HR Timeline
Acorn Wealth Advisors, LLC	5,653	$273K	0.11%	+11	13F-HR Timeline
First International Bank & Trust	5,649	$273K	0.09%	0	13F-HR Timeline
SignalPoint Asset Management, LLC	5,641	$273K	0.07%	+112	13F-HR Timeline
Winthrop Advisory Group LLC	5,628	$272K	0.03%	+617	13F-HR Timeline
Purkiss Capital Advisors LLC	5,618	$272K	0.23%		13F-HR Timeline
SHUFRO ROSE & CO LLC	5,600	$271K	0.02%	0	13F-HR Timeline
180 WEALTH ADVISORS, LLC	5,599	$271K	0.04%	0	13F-HR Timeline
Rockbridge Investment Management, LCC	5,593	$270K	0.03%	+691	13F-HR Timeline
Round Rock Advisors LLC	5,554	$268K	0.06%	+192	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	5,535	$268K	0.12%	-240	13F-HR Timeline
Arlington Capital Management, Inc.	5,526	$267K	0.18%	-73	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	5,517	$267K	0.01%	+395	13F-HR Timeline
Pinnacle Financial Partners Inc	5,509	$266K	0.01%	-988	13F-HR Timeline
FWG Holdings, LLC	5,177	$265K	0.13%	0	13F-HR Timeline
Lokken Investment Group LLC	5,485	$265K	0.11%	+1	13F-HR Timeline
GSA CAPITAL PARTNERS LLP	5,407	$261K	0.02%	new	13F-HR Timeline
Athena Investment Management	5,400	$261K	0.15%	0	13F-HR Timeline
Dunhill Financial, LLC	5,400	$261K	0.12%	+2,700	13F-HR Timeline