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
Wealth Alliance Advisory Group, LLC	5,396	$261K	0.06%	+1	13F-HR Timeline
Clearwater Capital Advisors, LLC	5,394	$261K	0.03%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	5,384	$260K	0.03%	-428	13F-HR Timeline
Fairhaven Wealth Management, LLC	5,346	$258K	0.08%	+559	13F-HR Timeline
DOPKINS WEALTH MANAGEMENT, LLC	5,305	$256K	0.13%	0	13F-HR Timeline
Parcion Private Wealth LLC	5,270	$255K	0.02%	+10	13F-HR Timeline
Smith Asset Management Co., LLC	5,255	$254K	0.25%		13F-HR Timeline
Narwhal Capital Management	5,250	$254K	0.02%	0	13F-HR Timeline
PRECEDENT WEALTH PARTNERS, LLC	5,244	$253K	0.08%	0	13F-HR Timeline
Farmers National Bank	5,236	$253K	0.07%		13F-HR Timeline
Mayflower Financial Advisors, LLC	5,232	$253K	0.04%	-372	13F-HR Timeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC	5,342	$253K	0.02%	new	13F-HR Timeline Group
Flagstone Financial Management	5,227	$253K	0.08%	0	13F-HR Timeline
Kapstone Financial Advisors LLC	4,924	$253K	0.13%	0	13F-HR Timeline
First Citizens Financial Corp	5,212	$252K	0.14%	new	13F-HR Timeline
Bluesphere Advisors LLC	5,208	$252K	0.12%	new	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	4,880	$252K	0.14%	+450	13F-HR Timeline
Gradient Capital Advisors, LLC	5,199	$251K	0.08%	+1	13F-HR Timeline
Fiduciary Alliance LLC	5,187	$251K	0.03%	new	13F-HR Timeline
American Trust	5,144	$249K	0.02%	new	13F-HR Timeline
Tortoise Investment Management, LLC	5,135	$248K	0.03%	+502	13F-HR/A Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	5,133	$248K	0.01%	0	13F-HR Timeline Group
Hudson Portfolio Management LLC	5,129	$248K	0.24%	new	13F-HR Timeline
Ironwood Investment Counsel, LLC	5,063	$245K	0.04%	+2	13F-HR Timeline
AVALON CAPITAL MANAGEMENT	5,050	$244K	0.08%	0	13F-HR Timeline
Cornerstone Select Advisors, LLC	5,045	$244K	0.24%		13F-HR Timeline
Integrity Financial Corp /WA	5,025	$243K	0.14%	+529	13F-HR Timeline
PATRON PARTNERS, LLC	5,023	$243K	0.13%	-127	13F-HR Timeline
Allegheny Financial Group	5,018	$243K	0.06%	+200	13F-HR Timeline
Evelyn Partners Investment Management (…	5,010	$242K	0.09%		13F-HR Timeline
Huntleigh Advisors, Inc.	4,999	$242K	0.05%		13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	5,103	$241K	0.05%	new	13F-HR Timeline
Claret Asset Management Corp	4,995	$241K	0.04%	0	13F-HR Timeline
Pinnacle Bancorp, Inc.	4,986	$241K	0.08%	0	13F-HR Timeline
Towercrest Capital Management	4,976	$241K	0.04%	new	13F-HR Timeline
Millstone Evans Group, LLC	4,976	$240K	0.16%		13F-HR Timeline
Legacy Private Trust Co.	4,974	$240K	0.02%	new	13F-HR Timeline
Soundwatch Capital LLC	4,973	$240K	0.03%	new	13F-HR Timeline
Retirement Planning Group, LLC	4,972	$240K	0.01%	new	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	4,956	$240K	0.09%	-31,245	13F-HR/A Timeline
MYECFO, LLC	4,955	$239K	0.13%	+100	13F-HR Timeline
Gray Private Wealth, LLC	4,952	$239K	0.14%	+11	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	4,924	$238K	0.18%	0	13F-HR Timeline
BEARING POINT CAPITAL, LLC	4,868	$235K	0.05%		13F-HR Timeline
Arcus Capital Partners, LLC	5,557	$234K	0.07%	-43	13F-HR Timeline
FIRST NATIONAL CORP /MA/ /ADV	4,834	$234K	0.05%	-316	13F-HR Timeline
Capital Square, LLC	4,591	$233K	0.13%	new	13F-HR Timeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	4,807	$232K	0.25%		13F-HR Timeline
Safeguard Investment Advisory Group, LLC	4,799	$232K	0.06%	-115	13F-HR Timeline
Wela Strategies, Inc.	986	$231K	0.1%	-112,864	13F-HR Timeline
Nikulski Financial, Inc.	4,785	$231K	0.07%	0	13F-HR Timeline
Marex Group Ltdin group Marex Group Ltd	4,782	$231K	<0.01%	+184	13F-HR Timeline Group
GEM Asset Management, LLC	4,776	$231K	0.13%	new	13F-HR Timeline
Capital Advisors Wealth Management, LLC	4,758	$230K	0.04%	new	13F-HR Timeline
Diversified Portfolios, Inc.	4,750	$230K	0.03%	0	13F-HR Timeline
Chicago Capital, LLC	4,739	$229K	0.01%	0	13F-HR Timeline
FIRST AMERICAN BANK	4,720	$228K	0.02%	new	13F-HR Timeline
First Western Trust Bank	4,699	$227K	0.01%	0	13F-HR Timeline
Safeguard Financial, LLC	4,699	$227K	0.05%	+20	13F-HR Timeline
LAZARI CAPITAL MANAGEMENT, INC.	4,687	$227K	0.09%	+1	13F-HR Timeline
DEARBORN PARTNERS LLC	4,659	$225K	0.01%	+2	13F-HR Timeline
Investor's Fiduciary Advisor Network, L…	4,665	$225K	0.09%		13F-HR Timeline
Tennessee Valley Asset Management Partn…	4,649	$225K	0.04%	+95	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	4,626	$224K	0.01%	0	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	4,625	$224K	0.02%	0	13F-HR Timeline
Sloy Dahl & Holst, LLC	4,609	$223K	0.03%	0	13F-HR Timeline
BBR PARTNERS, LLC	4,601	$222K	0.02%	0	13F-HR Timeline
AUA CAPITAL MANAGEMENT, LLC	4,596	$222K	0.14%	0	13F-HR Timeline
BOSTON FINANCIAL MANGEMENT LLC	4,590	$222K	0.01%	+110	13F-HR Timeline
TFB Advisors LLC	4,579	$221K	0.06%	new	13F-HR Timeline
Vantage Financial Partners, LLC	4,558	$220K	0.06%	-9,044	13F-HR Timeline
Horizon Wealth Management, LLC	4,557	$220K	0.04%	-38,562	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	4,551	$220K	0.05%	0	13F-HR Timeline
Financial Partners Group, Inc	4,550	$220K	0.03%	+6	13F-HR Timeline
CSS LLC/IL	4,521	$218K	0.01%	new	13F-HR Timeline
Orion Capital Management LLC	4,520	$218K	0.1%	new	13F-HR Timeline
Van Cleef Asset Management,Inc	4,520	$218K	0.02%	new	13F-HR Timeline
WULFF, HANSEN & CO.	4,515	$218K	0.21%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	4,514	$218K	0.14%	-91	13F-HR Timeline
First Command Advisory Services, Inc.	4,499	$217K	<0.01%	+827	13F-HR Timeline
Americana Partners, LLC	4,492	$217K	0.01%	-61	13F-HR Timeline
Sunbelt Securities, Inc.	4,483	$216K	0.02%	+933	13F-HR Timeline
Coppell Advisory Solutions LLC	4,476	$216K	0.03%	+397	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	4,463	$216K	0.03%	-240	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	4,468	$216K	0.02%	+3	13F-HR Timeline
2UniFi Bank	4,464	$216K	0.14%		13F-HR Timeline
Invera Wealth Advisors, LLC	4,235	$215K	0.21%	-15	13F-HR Timeline
Simplicity Wealth,LLC	4,425	$214K	0.04%	-24,336	13F-HR Timeline
Segment Wealth Management, LLC	4,400	$213K	0.01%	new	13F-HR Timeline
Canopy Partners, LLC	4,396	$212K	0.08%	new	13F-HR Timeline
Allen Mooney & Barnes Investment Adviso…	4,394	$212K	0.04%	-48	13F-HR Timeline
Sage Mountain Advisors LLC	4,388	$212K	0.02%	0	13F-HR Timeline
Cyndeo Wealth Partners, LLC	4,349	$210K	0.01%	-1,547	13F-HR Timeline
Wellington Wealth Strategies, LLC.	4,060	$210K	0.19%	-504	13F-HR Timeline
Glassy Mountain Advisors, Inc.	4,341	$210K	0.07%	new	13F-HR Timeline
Regent Peak Wealth Advisors LLC	4,333	$209K	0.05%	new	13F-HR/A Timeline
Helium Advisors LLC	4,332	$209K	0.17%		13F-HR Timeline
1ST SOURCE BANK	4,321	$209K	0.01%	new	13F-HR Timeline
Kathmere Capital Management, LLC	4,312	$208K	0.02%	new	13F-HR Timeline
Centerpoint Advisory Group	4,310	$208K	0.2%		13F-HR Timeline
LaSalle St. Investment Advisors, LLC	4,315	$208K	0.06%	-1,926	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	4,294	$208K	0.02%	+1,180	13F-HR Timeline
Sage Capital Management, LLC	4,293	$207K	0.1%	-154	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	4,285	$207K	0.08%	new	13F-HR Timeline
Lantern Wealth Advisors, LLC	4,275	$207K	0.13%	new	13F-HR Timeline
EXCALIBUR MANAGEMENT CORP	4,265	$206K	0.08%	new	13F-HR Timeline
Dynamic Wealth Strategies, LLC	4,255	$206K	0.18%	-1,332	13F-HR Timeline
IMS Capital Management	4,233	$205K	0.09%	new	13F-HR Timeline
Smith & Howard Wealth Management, LLC	4,226	$204K	0.06%	new	13F-HR Timeline
GC Wealth Management RIA, LLC	4,209	$203K	0.04%	new	13F-HR Timeline
SEARLE & CO.	4,201	$203K	0.06%	new	13F-HR Timeline
CRUX WEALTH ADVISORS	4,181	$202K	0.11%		13F-HR Timeline
Milestone Asset Management Group, LLC	4,180	$202K	0.18%		13F-HR Timeline
Integrated Investment Consultants, LLC	4,174	$202K	0.04%	new	13F-HR/A Timeline
Gemmer Asset Management LLC	4,157	$201K	0.02%	new	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	4,074	$197K	0.04%	+400	13F-HR Timeline
Beaird Harris Wealth Management, LLC	4,063	$196K	0.02%	-16,269	13F-HR Timeline
Cassady Schiller Wealth Management, LLC	4,059	$196K	0.07%	+33	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	4,001	$193K	0.03%	+3,999	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	3,954	$191K	<0.01%	+1,646	13F-HR Timeline Group
Bollard Group LLC	3,951	$191K	0.01%	+14	13F-HR Timeline
Runnymede Capital Advisors, Inc.	3,872	$187K	0.16%		13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	3,673	$178K	0.08%	-900	13F-HR Timeline
CHESAPEAKE ASSET MANAGEMENT LLC	3,660	$177K	0.16%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	3,557	$172K	0.16%		13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	3,500	$169K	0.08%	0	13F-HR Timeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…	3,464	$167K	0.03%	+1,559	13F-HR Timeline
Global Wealth Strategies & Associates	3,464	$167K	0.05%	+555	13F-HR Timeline
Providence First Trust Co	3,412	$165K	0.06%	-26,157	13F-HR Timeline
Bangor Savings Bank	3,190	$154K	0.01%	-87	13F-HR Timeline
Compagnie Lombard Odier SCmA	3,145	$152K	<0.01%	-13,000	13F-HR Timeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	3,136	$152K	0.03%	0	13F-HR Timeline
Community Bank, N.A.	3,130	$151K	0.02%	+150	13F-HR Timeline
Ethos Financial Group, LLC	3,127	$151K	0.02%	new	13F-HR Timeline
Avion Wealth	3,118	$150K	0.04%	-2,921	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	3,024	$146K	0.12%		13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	3,015	$146K	<0.01%	-490	13F-HR Timeline
NVWM, LLC	3,000	$145K	0.04%	0	13F-HR Timeline
Global Trust Asset Management, LLC	2,989	$144K	0.05%	+89	13F-HR Timeline
NorthRock Partners, LLC	2,812	$136K	<0.01%	0	13F-HR/A Timeline
BARRETT & COMPANY, INC.	2,729	$132K	0.06%	+301	13F-HR Timeline
Provident Wealth Management, LLC	2,668	$129K	0.04%	-332	13F-HR Timeline
Park Square Financial Group, LLC	2,632	$127K	0.09%		13F-HR Timeline
Bogart Wealth, LLC	2,626	$127K	0.01%	+177	13F-HR Timeline
Hartford Financial Management Inc.	2,600	$126K	0.03%	0	13F-HR Timeline
Princeton Global Asset Management LLC	2,596	$125K	0.02%	+2	13F-HR Timeline
Garde Capital, Inc.	2,590	$125K	0.01%	new	13F-HR Timeline
Nemes Rush Group LLC	2,579	$125K	0.02%	+483	13F-HR Timeline
Annex Advisory Services, LLC	2,559	$124K	<0.01%	new	13F-HR Timeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	2,506	$121K	0.03%	+2,006	13F-HR Timeline
Rice Partnership, LLC	2,500	$121K	0.02%	0	13F-HR Timeline
Optiver Holding B.V.in group Optiver Holding B.V.	2,469	$119K	<0.01%	new	13F-HR Timeline Group
McIlrath & Eck, LLC	2,469	$119K	0.02%	-37	13F-HR Timeline
United Community Bankin group United Community Bank	2,439	$118K	0.05%	-200	13F-HR Timeline Group
Perkins Coie Trust Co	2,407	$116K	0.03%	0	13F-HR Timeline
Beacon Capital Management, LLC	2,383	$115K	0.01%	-18	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	2,317	$112K	0.01%	0	13F-HR Timeline
Compass Wealth Management LLC	2,288	$111K	0.03%	+138	13F-HR Timeline
Mainstream Capital Management LLC	2,271	$110K	0.08%	new	13F-HR Timeline
Rakuten Securities, Inc.	2,266	$110K	0.04%	+1,663	13F-HR Timeline
Hanson & Doremus Investment Management	2,088	$101K	0.02%	0	13F-HR Timeline
Investors Research Corp	2,086	$101K	0.02%	0	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	2,051	$99.1K	0.04%	+2,035	13F-HR Timeline
Winthrop Capital Management, LLC	2,045	$99K	0.03%	-360	13F-HR Timeline
Briaud Financial Planning Inc	1,990	$96K	0.04%	+1,007	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	1,970	$95.2K	0.04%	-242	13F-HR Timeline
Cordgrass Capital Advisors, LLC	1,944	$94K	0.03%	0	13F-HR Timeline
Fairscale Capital, LLC	1,922	$92.9K	0.08%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	1,913	$92.5K	0.01%	-2,400	13F-HR Timeline Group
Rialto Wealth Management, LLC	1,900	$91.8K	0.03%		13F-HR Timeline
Winch Advisory Services, LLC	1,899	$91.8K	0.02%	+27	13F-HR Timeline
Plante Moran Financial Advisors, LLC	1,841	$89K	0.01%	-274	13F-HR Timeline
DHJJ Financial Advisors, Ltd.	1,826	$88.3K	0.03%	0	13F-HR Timeline
MATHER GROUP, LLC.	1,779	$86K	<0.01%	-179	13F-HR Timeline
MeadowBrook Investment Advisors LLC	1,763	$85.2K	0.08%	+58	13F-HR Timeline
SYNTAX RESEARCH, INC.	1,737	$84K	0.06%	0	13F-HR Timeline
Missouri Trust & Investment Co	1,730	$83.6K	0.03%	-25	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	1,712	$82.7K	<0.01%	0	13F-HR Timeline Group
Capital Analysts, LLCin group Capital Analysts, LLC	1,693	$82K	<0.01%	+507	13F-HR Timeline Group
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	1,694	$81.9K	<0.01%	-400	13F-HR Timeline Group
Financial Perspectives, Inc	1,681	$81.2K	0.03%	0	13F-HR Timeline
Covestor Ltd	1,680	$81K	0.05%	+171	13F-HR Timeline
Indiana Trust & Investment Management Co	1,649	$79.7K	0.03%	-161	13F-HR Timeline
Synergy Investment Management, LLC	1,642	$79.3K	0.03%		13F-HR Timeline
OAKWORTH CAPITAL, INC.	1,618	$78.2K	0.01%	-549	13F-HR Timeline
New Republic Capital, LLC	1,614	$78K	0.05%	0	13F-HR Timeline
Fairfield Financial Advisors, LTD	1,568	$75.8K	0.03%	-202	13F-HR Timeline
Davis Capital Management	1,567	$75.7K	0.06%	-35	13F-HR Timeline
HHM Wealth Advisors, LLC	1,559	$75.3K	0.01%	0	13F-HR Timeline
Legacy Bridge, LLC	1,485	$71.8K	0.04%	0	13F-HR Timeline
Caitlin John, LLC	1,481	$71.6K	0.05%	+308	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	1,481	$71.6K	<0.01%	+231	13F-HR Timeline
Future Financial Wealth Managment LLC	1,470	$71K	0.05%	0	13F-HR Timeline
Coston, McIsaac & Partners	1,452	$70K	0.02%	0	13F-HR Timeline
Truvestments Capital LLC	1,444	$69.8K	0.02%	+136	13F-HR Timeline
TruNorth Capital Management, LLC	1,361	$65.8K	0.02%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	1,338	$64.7K	0.01%	0	13F-HR Timeline
Founders Capital Management	1,328	$64.2K	0.04%	+1	13F-HR Timeline
CGC Financial Services, LLC	1,280	$61.9K	0.02%	0	13F-HR Timeline
Atlantic Edge Private Wealth Management…	1,261	$60.9K	0.02%	0	13F-HR Timeline