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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
Pacific Center for Financial Services1,256$60.7K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,232$59.5K0.01%013F-HRTimelineGroup
Park Place Capital Corp1,221$59K0.02%-36013F-HRTimeline
SYM FINANCIAL Corp1,217$58.8K0.01%+3413F-HRTimeline
Bare Financial Services, Inc1,217$58.8K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,206$58.3K<0.01%013F-HR/ATimeline
WINTRUST INVESTMENTS LLC1,175$56K0.05%-2,35513F-HRTimeline
Olistico Wealth, LLC1,132$54.7K0.03%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,099$53.1K0.01%+40913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,072$52K<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.1,045$50.5K0.02%13F-HR/ATimeline
LGT Financial Advisors LLC1,043$50.4K0.11%+11913F-HRTimeline
Tidemark, LLC1,040$50.3K0.02%+213F-HRTimeline
Armor Investment Advisors, LLC1,028$49.7K0.02%+5013F-HRTimeline
Wagner Wealth Management, LLC1,025$49.6K0.01%+413F-HRTimeline
Ransom Advisory, Ltd1,025$49.5K0.02%013F-HRTimeline
SITTNER & NELSON, LLC1,014$49K0.02%013F-HRTimeline
WFA Asset Management Corp1,012$48.9K0.03%+413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,000$48.3K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC993$47.9K0.04%-21913F-HRTimeline
Roxbury Financial LLC932$47.9K0.05%13F-HRTimeline
TRUST CO OF VERMONT975$47.1K<0.01%013F-HRTimeline
ORG Partners LLC957$46.3K0.01%+113F-HRTimeline
Transce3nd, LLC934$45.1K0.02%13F-HRTimeline
Grove Bank & Trust931$45K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC929$44.9K<0.01%new13F-HRTimeline
Asset Dedication, LLC902$43.6K<0.01%+2313F-HRTimeline
Vermillion Wealth Management, Inc.894$43.2K0.02%13F-HRTimeline
Field & Main Bank890$43K0.02%013F-HRTimeline
Cornerstone Planning Group LLC823$42.3K0.01%+57913F-HRTimeline
Capital Investment Counsel, Inc875$42.3K0.01%+22513F-HRTimeline
WINNACLE WEALTH LLC859$41.5K0.04%13F-HRTimeline
Archer Investment Corp848$41K0.01%+113F-HRTimeline
Householder Group Estate & Retirement S…838$40K0.03%-6,15913F-HRTimeline
Legacies Wealth LLC800$38.7K0.03%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC799$38.6K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA789$38.1K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.783$37.8K0.04%13F-HRTimeline
Center for Financial Planning, Inc.763$36.9K<0.01%+3813F-HRTimeline
Washington Trust Advisors, Inc.759$36.7K<0.01%new13F-HRTimeline
Morling Financial Advisors, LLC757$36.6K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC752$36.3K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc748$36.2K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC733$35.4K0.02%-79,60713F-HRTimeline
Versant Capital Management, Inc720$34.8K0.01%013F-HRTimeline
HEARTLAND ADVISORS INC714$34.5K<0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd660$31.9K0.01%13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.625$30.2K0.02%13F-HRTimeline
Redwood Park Advisors LLC620$30K0.03%13F-HRTimeline
Transcendent Capital Group LLC615$29.7K0.02%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC611$29.6K<0.01%new13F-HRTimeline
Northwest Capital Management Inc610$29.5K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton609$29.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners603$29.1K<0.01%-7013F-HRTimelineGroup
WEST PACES ADVISORS INC.600$29K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC636$28.8K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC588$28.4K0.02%13F-HRTimeline
Family Manage LLC582$28.1K<0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.574$27.7K0.02%013F-HRTimeline
Copia Wealth Management566$27.4K0.03%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC557$26.9K<0.01%-3213F-HRTimeline
Reyes Financial Architecture, Inc.549$26.5K0.02%13F-HRTimeline
Financial Network Wealth Advisors LLC528$25.5K0.05%-15913F-HRTimeline
GHP Investment Advisors, Inc.526$25.4K<0.01%+213F-HRTimeline
Investment Research & Advisory Group, I…492$23.8K0.01%013F-HRTimeline
GODSEY & GIBB, INC489$23.6K<0.01%-7013F-HRTimeline
Clearstead Trust, LLC465$22.5K<0.01%013F-HRTimeline
Kozak & Associates, Inc.436$21.2K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC437$21.1K0.02%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC438$21K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.432$20.9K<0.01%+3213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC427$20.6K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.424$20.5K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC422$20.4K0.01%013F-HRTimeline
TD Capital Management LLC400$19.3K<0.01%013F-HRTimeline
Pacifica Partners Inc.395$19K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC390$18.8K0.01%013F-HRTimeline
First PREMIER Bank365$18K<0.01%-4013F-HRTimeline
OARSMAN CAPITAL, INC.360$17.4K<0.01%013F-HRTimeline
Castleview Partners, LLC350$16.9K0.01%new13F-HR/ATimeline
REAP Financial Group, LLC343$16.6K<0.01%-2013F-HRTimeline
Kiely Wealth Advisory Group, Inc.300$15.4K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC314$15.2K<0.01%+113F-HRTimeline
Brooklyn Investment Group309$14.9K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.307$14.8K<0.01%013F-HRTimeline
Berbice Capital Management LLC300$14.5K0.01%13F-HRTimeline
Accredited Wealth Management, LLC300$14.5K0.01%13F-HRTimeline
Abound Wealth Management292$14.1K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…288$14K0.01%+113F-HRTimeline
SIERRA OCEAN, LLC283$13.7K0.01%13F-HRTimeline
one8zero8, LLC275$13.3K<0.01%13F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC268$13K<0.01%+5013F-HRTimeline
Strategic Investment Solutions, Inc. /IL251$12.1K<0.01%+113F-HRTimeline
Private Wealth Management Group, LLC250$12.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC250$12.1K0.01%13F-HRTimeline
BALLAST ADVISORS LLC244$11.8K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.239$11.6K0.01%13F-HRTimeline
Financially Speaking Inc233$11.3K0.01%13F-HRTimeline
Smartleaf Asset Management LLC230$11.1K<0.01%+4713F-HRTimeline
Centricity Wealth Management, LLC226$10.9K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC221$10.7K<0.01%013F-HRTimeline
Eukles Asset Management219$10.6K<0.01%013F-HRTimeline
WR Wealth Planners, LLC209$10.1K<0.01%013F-HRTimeline
Collier Financial201$9.71K0.01%13F-HRTimeline
Colony Family Offices, LLC200$9.67K<0.01%013F-HRTimeline
City State Bank200$9.67K<0.01%013F-HRTimeline
American Capital Advisory, LLC198$9.57K0.01%013F-HRTimeline
JNBA Financial Advisors193$9.33K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC180$8.7K<0.01%013F-HRTimeline
WPG Advisers, LLC169$8.18K0.01%13F-HRTimeline
West Branch Capital LLC167$8.07K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC163$7.88K<0.01%+16313F-HRTimeline
GKV Capital Management Co., Inc.160$7.73K<0.01%13F-HRTimeline
Tower View Wealth Management LLC152$7.33K<0.01%-6413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN151$7.29K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP145$7.01K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC127$6.14K<0.01%013F-HRTimeline
Costello Asset Management, INC127$6.14K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC120$5K<0.01%013F-HRTimeline
LEE DANNER & BASS INC100$4.83K<0.01%new13F-HRTimeline
FSA Wealth Management LLC100$4.83K<0.01%-30013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …97$4.69K<0.01%013F-HRTimelineGroup
Pathway Financial Advisers, LLC95$4.55K<0.01%+113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.94$4.54K<0.01%13F-HRTimeline
Cranbrook Wealth Management, LLC93$4.5K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC86$4.16K<0.01%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department83$4.01K<0.01%13F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.78$4K<0.01%-5613F-HRTimelineGroup
WealthTrak Capital Management LLC79$3.82K<0.01%13F-HRTimeline
North Ridge Wealth Advisors, Inc.76$3.67K<0.01%new13F-HRTimeline
Sugarloaf Wealth Management, LLC75$3.6K<0.01%013F-HRTimeline
Menard Financial Group LLC65$3.14K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department60$2.9K<0.01%013F-HRTimeline
Putney Financial Group LLC60$2.9K<0.01%13F-HRTimeline
IFS Advisors, LLC60$2.9K<0.01%013F-HRTimeline
Quent Capital, LLC59$2.85K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC50$2.59K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…50$2.59K<0.01%013F-HRTimelineGroup
West Oak Capital, LLC4,962$2.4K0.08%+1,35013F-HR/ATimeline
CAPITAL & PLANNING, LLC42$2.07K<0.01%13F-HRTimeline
Sanctuary Wealth Management, L.L.C.42$2.03K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC50$2K<0.01%013F-HRTimeline
POM Investment Strategies, LLC40$1.93K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…37$1.79K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC31$1.5K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.27$1.38K<0.01%013F-HRTimeline
Morse Asset Management, Inc25$1.21K<0.01%new13F-HRTimeline
Compass Financial Services Inc13$613<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT10$484<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$3920.04%-7,45113F-HRTimeline
Mattson Financial Services, LLC8$363<0.01%new13F-HRTimeline
RE Dickinson Investment Advisors, LLC700$3380.02%013F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$338<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$48<0.01%013F-HRTimeline
PrairieView Partners, LLC15$00%013F-HRTimelineValue filed as zero, left out of ratios.
Measured Risk Portfolios, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.