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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO108,948,920$5.27B0.42%-25,568,21913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,750,544$4.43B0.41%+18,691,40013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY56,549,942$2.73B0.19%+19,081,72313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding22,859,132$1.1B+5,356,273Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,785,740$956M0.23%+2,183,58613F-HRTimelineGroup
LPL Financial LLC18,970,684$917M0.37%+3,935,40313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,012,820$774M0.29%13F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,463,426$651M0.12%+1,826,04413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding13,423,881$649M+471,680Timeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…12,077,000$584M5.26%+3,766,00013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,216,258$542M0.42%+6,834,42213F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.10,948,003$529M7.22%-1,161,30913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10,440,657$505M0.48%+6,009,08113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,330,247$500M0.13%+244,45613F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,327,698$499M8.17%-53313F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp10,316,298$499M5.44%-27,04613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,021,492$484M0.76%+2,040,91913F-HRTimelineGroup
Janney Montgomery Scott LLC9,641,304$466M1.29%+2,016,41213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC9,501,933$459M0.23%-6,334,64313F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,851,109$428M8.36%+184,20313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,456,476$409M0.09%+1,519,72413F-HRTimelineGroup
WestEnd Advisors, LLC8,275,056$400M10.18%+1,796,74113F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD6,861,680$331M5.59%-556,17413F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …6,292,033$304M4.36%+4,370,38213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,003,391$290M0.38%+2,273,32113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,379,286$260M0.39%+2,434,41013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,046,265$244M0.01%+2,594,77813F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.4,675,515$226M2.37%+917,71413F-HRTimeline
TD Asset Management Inc4,290,656$207M0.18%+110,75413F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…4,000,000$193M6.18%-2,000,00013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,922,192$190M1.19%+3,831,12913F-HRTimelineGroup
FMR LLCin group FMR LLC3,899,700$188M0.01%+155,79513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,228,783$156M0.14%-3,611,77413F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD3,156,574$153M0.76%+126,84413F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,132,268$151M3.74%new13F-HRTimelineGroup
CW Advisors, LLC2,866,169$139M1.9%-46,41313F-HRTimeline
MML INVESTORS SERVICES, LLC2,848,421$138M0.48%+646,47213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,734,615$132M0.13%+674,32413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,518,653$122M0.13%-2,946,34713F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…2,412,186$116M0.33%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,391,956$116M0.1%-243,11713F-HRTimelineGroup
HighTower Advisors, LLC2,241,533$108M0.15%+133,58113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,232,454$108M0.11%+146,23913F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.2,159,150$104M1.03%+995,19213F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding2,155,663$104M0Timeline
NISSAY ASSET MANAGEMENT CORP /JAPAN2,112,521$103M0.63%+1,839,56213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,069,775$100M0.16%+2,011,00713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,063,898$99.7M0.01%+158,46013F-HRTimelineGroup
Capital Investment Advisors, LLC2,027,536$98M2%+31,15613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,990,178$96.2M0.22%+348,44813F-HR/ATimelineGroup
PETREDIS INVESTMENT ADVISORS LLC1,812,039$87.6M9.05%+106,60413F-HRTimeline
Cetera Investment Advisers1,793,827$86.7M0.18%+282,29613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,707,047$82.4M0.08%+1,457,04713F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,689,020$81.6M0.32%new13F-HRTimelineGroup
Qube Research & Technologies Ltd1,662,799$80.4M0.13%+963,25313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,586,001$76.7M0.21%+439,44113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,571,200$75.9M1.9%+34,47413F-HRTimelineGroup
J.Safra Asset Management Corp1,569,240$75.8M6.16%+99,77413F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …1,507,031$72.8M0.43%+1,115,10513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,485,276$71.8M<0.01%-450,17713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,482,814$71.7M0.1%+42,76013F-HRTimeline
SG Americas Securities, LLC1,470,862$71.1M0.31%+1,219,77613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,456,558$70.3M0.18%+216,49013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,436,099$69.4M0.05%+107,40413F-HRTimelineGroup
WOLVERINE TRADING, LLC1,432,203$69.1M1.56%+1,414,85513F-HRTimeline
VESTOR CAPITAL, LLC1,394,320$67.4M5.14%+123,10513F-HRTimeline
CSM Advisors, LLC1,377,800$66.6M3.11%+688,90013F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,336,307$64.6M0.06%+345,95713F-HRTimelineGroup
1832 Asset Management L.P.1,291,929$62.4M0.11%+124,35513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,290,086$62.3M0.08%+185,44613F-HRTimelineGroup
Richard Bernstein Advisors LLC1,279,410$61.8M1.4%-25,74413F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC1,278,621$61.8M2.99%-174,87613F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…1,231,987$59.5M0.79%+1,231,81813F-HRTimelineGroup
Private Advisor Group, LLC1,213,224$58.6M0.33%+138,92013F-HRTimeline
Cambridge Investment Research Advisors,…1,205,194$58.2M0.19%+316,75513F-HRTimeline
Bellwether Advisors, LLC1,201,148$58.1M10.38%+513,24113F-HRTimeline
Provida Pension Fund Administrator1,192,519$57.6M1.18%+953,85013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,151,129$55.8M0.11%+159,68813F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,052,922$50.9M2.21%+49,01613F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.1,043,961$50.4M1.57%-721,33813F-HRTimelineGroup
Public Sector Pension Investment Board1,040,000$50.3M0.21%-2,040,00013F-HRTimeline
Advisory Alpha, LLC1,016,551$49.1M1.75%-493,36813F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,000,000$48.3M0.51%+557,82713F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…1,000,000$48.3M0.29%+400,00013F-HRTimelineGroup
TIFF ADVISORY SERVICES, LLC977,514$47.2M15.4%+291,74413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding942,130$45.5M+10,279Timeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …901,600$43.6M7.16%-210,00013F-HRTimelineGroup
Foundations Investment Advisors, LLC898,126$43.4M0.84%+98,44413F-HRTimeline
KCM INVESTMENT ADVISORS LLC880,301$42.5M1.47%+2,68813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC849,304$41M0.42%+272,76813F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC822,285$39.7M3.17%+30,87213F-HRTimeline
CWM, LLCin group CWM, LLC806,784$39M0.16%+52,20913F-HRTimelineGroup
Dakota Wealth Management790,129$38.2M0.88%-9,00013F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC781,060$37.7M2.87%+1,78013F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…780,714$37.7M6.57%-50,57613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management758,127$36.6M1.14%+32,93213F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC757,293$36.6M0.23%-17,98113F-HRTimelineGroup
Campbell Wealth Management756,328$36.6M3.29%+8,31313F-HRTimeline
Schonfeld Strategic Advisors LLC745,457$36M0.23%+403,96613F-HRTimeline
Full Sail Capital, LLC717,726$34.7M2.21%-1,65613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC703,602$34M0.21%+6,79813F-HRTimelineGroup
NSI Retail Advisors, LLC688,900$33.3M5.29%013F-HRTimeline
Mariner, LLCin group Mariner, LLC683,514$33M0.06%+172,46813F-HRTimelineGroup
Trek Financial, LLC666,297$32.2M2.41%+15,09313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/642,662$31.1M0.02%-5,23613F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC639,101$30.9M5.47%+6,52813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding614,145$29.7M+294,148Timeline
CAPTRUST FINANCIAL ADVISORS612,634$29.6M0.08%+296,76013F-HRTimeline
Nan Shan Life Insurance Co., Ltd.610,183$29.5M0.71%new13F-HRTimeline
BlueCrest Capital Management Ltd609,000$29.4M1.67%+521,00013F-HRTimeline
Fullerton Fund Management Co Ltd.608,791$29.4M1.03%-97,51713F-HRTimeline
Evolution Wealth Advisors, LLC608,289$29.4M4.92%+103,66613F-HRTimeline
AlphaStar Capital Management, LLC602,427$29.1M3.04%+18,13613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management599,969$29M0.07%+64,06113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP596,447$28.8M0.42%-8,90813F-HRTimeline
GREENWOOD GEARHART LLC592,756$28.6M1.98%+305,76513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.589,210$28.5M0.27%+59,23813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding570,242$27.6M-632Timeline
Independent Advisor Alliance554,301$26.8M0.35%new13F-HRTimeline
Graypoint LLC552,355$26.7M1.62%-24,06813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC548,271$26.5M0.02%-227,10413F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.534,579$25.8M7.56%+24,72813F-HRTimeline
DRW Securities, LLC531,170$25.7M1.73%+380,32613F-HRTimeline
Capula Management Ltdin group Capula Management Ltd513,211$24.8M0.17%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding502,289$24.3M+13,983Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.501,563$24.2M0.05%+25,93613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL499,760$24.2M0.07%+20,59613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.492,923$23.8M0.08%+33,98113F-HRTimelineGroup
Atria Wealth Solutions, Inc.488,983$23.6M0.26%+25,63313F-HRTimeline
Sanctuary Advisors, LLC455,263$23.6M0.15%+19,39613F-HRTimeline
McKinley Carter Wealth Services, Inc.483,943$23.4M1.43%+72,48713F-HRTimeline
IMZ Advisory Inc481,764$23.3M10.62%+6,18013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD481,067$23.2M3.74%-440,68313F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …478,963$23.1M0.66%new13F-HRTimelineGroup
New Harbor Financial Group, LLC472,667$22.8M6.81%+200,72413F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC472,667$22.8M6.81%+466,18413F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC470,000$22.7M6.34%013F-HRTimelineGroup
Stonebridge Financial Group, LLC466,859$22.6M2.49%13F-HRTimeline
Integrated Wealth Concepts LLC465,048$22.5M0.26%+35,43413F-HRTimeline
NewEdge Advisors, LLC452,748$21.9M0.13%+62,56113F-HRTimeline
Flaharty Asset Management, LLC452,426$21.9M3.19%+5,28413F-HRTimeline
INNEALTA CAPITAL, LLC445,928$21.6M10.49%+166,82113F-HRTimeline
Focused Wealth Management, Inc441,830$21.4M2.88%+4,43113F-HRTimeline
Teamwork Financial Advisors, LLC438,163$21.2M2.76%+51,88313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT424,404$20.5M1.34%-84413F-HRTimelineGroup
Ocean Park Asset Management, LLC423,270$20.5M0.7%+208,87013F-HRTimeline
Wharton Business Group, LLC421,468$20.4M0.92%-8,23013F-HRTimeline
DAVENPORT & Co LLC420,861$20.3M0.12%+96,74413F-HRTimeline
Krilogy Financial LLC419,181$20.3M1.35%+90113F-HRTimeline
Cresset Asset Management, LLC416,560$20.1M0.1%-181,48813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC414,546$20M0.09%+6,19813F-HRTimelineGroup
Lakeshore Financial Planning, Inc.413,491$20M8.53%+4,68813F-HRTimeline
Creative Planningin group Creative Planning408,747$19.8M0.02%+15,30613F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …408,395$19.7M0.31%+1,27013F-HRTimelineGroup
Asset Advisors Investment Management, L…404,416$19.5M2.04%+21,12513F-HRTimeline
Transform Wealth, LLC402,501$19.5M1.08%+388,17413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd397,522$19.2M0.38%+9,00213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP515,443$19M0.03%-45,40213F-HRTimelineGroup
Royal Fund Management, LLC387,764$18.7M2.04%-295,02613F-HRTimeline
WCG Wealth Advisors LLC384,509$18.6M1.23%-6,58013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…381,379$18.4M0.36%+27,49013F-HRTimelineGroup
WBH ADVISORY INC377,657$18.3M1.69%+41,57113F-HRTimeline
Tradewinds Capital Management, LLC375,411$18.1M4.79%-282,32713F-HRTimeline
COMERICA BANK369,174$17.8M0.07%+21,41613F-HR/ATimeline
Robertson Stephens Wealth Management, L…365,182$17.6M0.63%+23,48813F-HRTimeline
McElhenny Sheffield Capital Management,…361,760$17.5M5.86%+353,83913F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding357,968$17.3M-221Timeline
Turtle Creek Wealth Advisors, LLC356,688$17.2M3.98%+350,62713F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.356,000$17.2M0.05%+66,78213F-HRTimelineGroup
Sequoia Financial Advisors, LLC354,428$17.1M0.17%+263,19513F-HR/ATimeline
THOR TRADING ADVISORS, LLC347,350$16.8M15.18%13F-HRTimeline
OLD NATIONAL BANCORP /IN/342,258$16.5M0.39%+17,88713F-HRTimeline
Atlas Private Wealth Advisors340,496$16.5M2.33%-9,72613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…340,236$16.4M0.03%+99,29213F-HR/ATimeline
Camarda Financial Advisors, LLC332,319$16.1M6.03%-4,48613F-HRTimeline
Atria Investments, Inc328,958$15.9M0.2%+121,27513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding324,762$15.7M+53,677Timeline
Merit Financial Group, LLC322,213$15.6M0.28%+6,05113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.313,548$15.2M0.1%-3,34013F-HRTimeline
Kingsview Wealth Management, LLC310,026$15M0.29%+189,37113F-HRTimeline
SPINNAKER TRUST308,838$14.9M0.94%-4,56413F-HRTimeline
Carnegie Investment Counsel307,711$14.9M0.43%-2,91313F-HRTimeline
Ayalon Insurance Comp Ltd.306,869$14.8M4.58%+27,37113F-HRTimeline
Northstar Advisory Group, LLC302,498$14.6M7.44%+60,80713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP300,659$14.5M0.01%+148,76513F-HRTimelineGroup
Stillwater Capital Advisors, LLC299,659$14.5M1.79%+6,87513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM293,622$14.2M2.29%-9,39413F-HRTimelineGroup
EP Wealth Advisors, LLC291,984$14.1M0.12%+40,39813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…289,085$14M0.38%+53,49913F-HRTimelineGroup
Aptus Capital Advisors, LLC288,113$13.9M0.17%+265,66113F-HRTimeline
Steward Partners Investment Advisory, L…283,062$13.7M0.12%+34,47813F-HRTimeline
First Interstate Bank281,316$13.6M0.82%+71,52913F-HRTimeline
MGO ONE SEVEN LLC281,245$13.6M0.52%-63,78113F-HRTimeline
IHT Wealth Management, LLC279,057$13.5M0.44%+19,94113F-HRTimeline
ASPIRIANT, LLC279,046$13.5M0.49%013F-HRTimeline
Chesley Taft & Associates LLC277,334$13.4M0.62%-55013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP276,985$13.4M0.02%+225,06013F-HRTimelineGroup
FORBES J M & CO LLP272,965$13.2M1.27%013F-HRTimeline
Graham Capital Management, L.P.269,170$13M0.4%+231,17013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.266,925$12.9M1.64%+10,57113F-HRTimeline