XLK SELECT SECTOR SPDR TR

SHS (fund)

2,177 managers (2,201 13F filers) reported a position in XLK shares at 2024-12-31, 171,486,487 shares in all. 112 filers opened a position and 92 filers sold out during the quarter.

Managers: 2,177
13F filers: 2,201
New: 112
Added: 780
Reduced: 683
Sold out: 92
Shares held by filers: 171,486,487

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
44 WEALTH MANAGEMENT LLC	1,161	$270K	0.1%	0	13F-HR Timeline
Grove Street Fiduciary, LLC	1,157	$269K	0.14%		13F-HR Timeline
Broadleaf Partners, LLC	1,156	$269K	0.06%	-6	13F-HR Timeline
MBE Wealth Management, LLC	1,156	$269K	0.15%	0	13F-HR Timeline
Castle Rock Wealth Management, LLC	1,117	$268K	0.06%	+54	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	1,153	$268K	0.03%	+1	13F-HR Timeline
Intelligence Driven Advisers, LLC	1,152	$268K	0.05%	-14	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	1,150	$267K	0.03%	-400	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,148	$267K	0.05%	+3	13F-HR Timeline
Jacksonville Wealth Management, LLC	1,143	$266K	0.25%		13F-HR Timeline
Marshall Financial Group, LLC	1,142	$266K	0.06%	0	13F-HR Timeline
Chesley Taft & Associates LLC	1,135	$264K	0.01%	0	13F-HR Timeline
LJI Wealth Management, LLC	1,135	$264K	0.05%	0	13F-HR Timeline
Evelyn Partners Group Ltdgroup of 2 filers holding	1,133	$263K		new	Timeline Evelyn Partners Asset Management …: 583 (0.04%) 13F-HR Evelyn Partners Investment Manage…: 550 (<0.01%) 13F-HR
Sterling Group Wealth Management, LLC	1,128	$262K	0.14%	0	13F-HR Timeline
Fox Hill Wealth Management	1,126	$262K	0.15%	+47	13F-HR Timeline
Northwest Financial Advisors	1,126	$262K	0.22%	+172	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	1,125	$262K	0.13%	0	13F-HR Timeline
StoneCrest Wealth Management, Inc.	1,122	$261K	0.17%	-112	13F-HR Timeline
Accel Wealth Management	1,121	$261K	0.1%	0	13F-HR Timeline
BRASS TAX WEALTH MANAGEMENT, INC	1,120	$260K	0.05%	new	13F-HR Timeline
Weaver Consulting Group	1,114	$259K	0.08%	+49	13F-HR Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1,114	$259K	0.01%	-198	13F-HR Timeline
Clear Creek Financial Management, LLC	1,110	$258K	0.03%	+88	13F-HR Timeline
Transcendent Capital Group LLC	1,104	$257K	0.13%	0	13F-HR Timeline
Better Money Decisions, LLC	1,103	$256K	0.18%	-58	13F-HR Timeline
CAPITAL CITY TRUST CO/FL	1,102	$256K	0.06%	0	13F-HR Timeline
CFO4Life Group, LLC	1,100	$256K	0.04%	0	13F-HR Timeline
Long Island Wealth Management, Inc.	1,091	$254K	0.16%	0	13F-HR Timeline
Legacy Financial Strategies, LLC	1,092	$253K	0.05%	0	13F-HR Timeline
Destination Wealth Management	1,089	$253K	0.01%	new	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	1,087	$253K	0.04%	+7	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	1,084	$252K	0.02%	+1	13F-HR Timeline
EAGLE ROCK INVESTMENT COMPANY, LLC	1,083	$252K	0.04%	+6	13F-HR Timeline
BWM Planning, LLC	1,080	$251K	0.11%	+1	13F-HR Timeline
Advisory Resource Group	1,078	$251K	0.05%	-189	13F-HR Timeline
Kaye Capital Management	1,078	$251K	0.11%	+2	13F-HR Timeline
Blackston Financial Advisory Group, LLC	1,077	$250K	0.12%	-126	13F-HR Timeline
Walkner Condon Financial Advisors LLC	1,067	$248K	0.05%	0	13F-HR Timeline
Essex Financial Services, Inc.group of 2 filers holding	1,065	$248K		-1,250	Timeline Essex Bank: 1,065 (0.06%) 13F-HR Essex Financial Services, Inc.: sold out, -1,388 13F-HR
Bedell Frazier Investment Counselling, …	1,064	$247K	0.06%	new	13F-HR Timeline
ALERUS FINANCIAL NA	1,064	$247K	0.02%	-920	13F-HR Timeline
ALBION FINANCIAL GROUP /UT	1,063	$247K	0.02%	0	13F-HR Timeline
Triton Financial Group Inc	1,063	$247K	0.15%	-68	13F-HR Timeline
Bradley & Co. Private Wealth Management…	1,063	$247K	0.15%		13F-HR Timeline
Blue Trust, Inc.	1,061	$247K	<0.01%	-1,437	13F-HR/A Timeline
Brueske Advisory Services, LLC	1,061	$247K	0.22%		13F-HR Timeline
Bayesian Capital Management, LP	1,060	$246K	0.03%	new	13F-HR Timeline
Curated Wealth Partners LLC	1,057	$246K	0.03%	0	13F-HR Timeline
Clark Asset Management, LLC	1,057	$246K	0.05%	new	13F-HR Timeline
Maridea Wealth Management LLC	1,056	$246K	0.08%		13F-HR Timeline
D'Orazio & Associates, Inc.	1,055	$245K	0.04%	new	13F-HR Timeline
Monterey Private Wealth, Inc.	1,053	$245K	0.08%	0	13F-HR Timeline
Bell Bank	1,053	$245K	0.02%	+21	13F-HR Timeline
Payne Capital Management, LLC	1,047	$243K	0.11%		13F-HR Timeline
First Western Trust Bank	1,042	$242K	0.01%	0	13F-HR Timeline
BKM Wealth Management, LLC	1,039	$242K	0.1%	+104	13F-HR Timeline
Cassady Schiller Wealth Management, LLC	1,039	$242K	0.09%	+26	13F-HR Timeline
Dash Acquisitions Inc.	1,030	$241K	0.05%	0	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	1,034	$240K	0.02%	new	13F-HR Timeline
STABLEFORD CAPITAL II LLC	1,033	$240K	0.09%	-40	13F-HR Timeline
HMV Wealth Advisors, LLC	1,031	$240K	0.24%		13F-HR Timeline
American Investment Services, Inc.	1,030	$239K	0.04%	0	13F-HR/A Timeline
InvesTrust	1,020	$239K	0.07%		13F-HR Timeline
WEST BANCORPORATION INC	1,028	$239K	0.16%	-63	13F-HR Timeline
Northwest Bancshares, Inc.	1,027	$239K	0.04%	0	13F-HR Timeline
Fairhaven Wealth Management, LLC	1,026	$239K	0.07%	-59	13F-HR Timeline
CLG LLC	1,020	$237K	0.08%		13F-HR Timeline
Petros Family Wealth, LLC	1,016	$236K	0.26%		13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	1,015	$236K	0.03%	0	13F-HR Timeline
Centerline Wealth Advisors, LLC	1,014	$236K	0.14%		13F-HR Timeline
Harbor Group, Inc.	1,010	$235K	0.05%	+1	13F-HR Timeline
SRH ADVISORS, LLC	1,007	$234K	0.07%	0	13F-HR Timeline
Gruss & Co., LLC	1,000	$233K	0.99%	0	13F-HR Timeline
Paloma Partners Management Coin group Paloma Partners Management Co	1,000	$233K	0.02%	new	13F-HR Timeline Group
Belmont Capital, LLC	1,000	$233K	0.04%	0	13F-HR Timeline
LIBRA WEALTH LLC	1,000	$233K	0.09%	0	13F-HR Timeline
Ledgewood Wealth Advisors, LLC	1,000	$233K	0.15%	0	13F-HR Timeline
Van Hulzen Asset Management, LLC	999	$232K	0.02%	new	13F-HR Timeline
Beirne Wealth Consulting Services, LLC	996	$232K	0.08%	-104	13F-HR Timeline
HANCOCK WHITNEY CORP	996	$232K	0.01%	-18	13F-HR Timeline
Glassy Mountain Advisors, Inc.	994	$231K	0.08%	new	13F-HR Timeline
Accelerate Investment Advisors LLC	994	$231K	0.2%	new	13F-HR Timeline
Asset Dedication, LLC	993	$231K	0.02%	0	13F-HR Timeline
CAXTON ASSOCIATES LP	990	$230K	0.01%	new	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	987	$229K	0.08%	0	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	986	$229K	0.11%	0	13F-HR Timeline
GDS Wealth Management	986	$229K	0.02%	new	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	983	$229K	0.03%	0	13F-HR Timeline
White Pine Investment CO	983	$229K	0.06%	0	13F-HR Timeline
Indiana Trust & Investment Management Co	984	$229K	0.08%	0	13F-HR Timeline
ABLE Financial Group, LLC	982	$228K	0.07%	new	13F-HR Timeline
Compass Financial Services Inc	981	$228K	0.13%		13F-HR Timeline
Michels Family Financial, LLC	981	$228K	0.21%		13F-HR Timeline
Avestar Capital, LLC	981	$228K	0.02%	new	13F-HR Timeline
Alpha Financial Partners LLC	978	$227K	0.18%	-15,747	13F-HR Timeline
Bordeaux Wealth Advisors LLC	977	$227K	0.04%	new	13F-HR/A Timeline
Winch Advisory Services, LLC	977	$227K	0.06%	+130	13F-HR Timeline
Wealth Dimensions Group, Ltd.	974	$226K	0.06%	0	13F-HR Timeline
A. D. Beadell Investment Counsel, Inc.	975	$226K	0.18%	0	13F-HR Timeline
Astoria Portfolio Advisors LLC.	988	$225K	0.08%	new	13F-HR Timeline
Melone Private Wealth, LLC	968	$225K	0.12%	+1	13F-HR Timeline
Wescott Financial Advisory Group, LLC	967	$225K	0.02%	-1,297	13F-HR Timeline
WEALTH EFFECTS LLC	967	$225K	0.08%	-179	13F-HR Timeline
Sightline Wealth Advisors, LLC	963	$224K	0.12%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	962	$224K	0.05%	new	13F-HR Timeline
West Wealth Group, LLC	961	$223K	0.07%	new	13F-HR Timeline
Invera Wealth Advisors, LLC	924	$223K	0.22%	+3	13F-HR Timeline
Roof Eidam Maycock Peralta, LLC	960	$223K	0.06%	0	13F-HR Timeline
DARK FOREST CAPITAL MANAGEMENT LP	960	$223K	0.03%	-999	13F-HR Timeline
CHAPIN DAVIS, INC.	988	$223K	0.07%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	986	$223K	0.2%	0	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	958	$223K	0.01%	-138	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	951	$223K	0.02%	-50	13F-HR Timeline
Pinnacle Wealth Management, LLC	957	$223K	0.25%	0	13F-HR Timeline
DF DENT & CO INC	956	$222K	<0.01%	0	13F-HR Timeline
FCG Investment Co	956	$222K	0.14%	+65	13F-HR Timeline
Trustees of Dartmouth College	955	$222K	0.07%	0	13F-HR Timeline
M1 Capital Management LLC	955	$222K	0.12%		13F-HR Timeline
Clean Yield Group	952	$221K	0.07%	0	13F-HR Timeline
Q3 Asset Management	952	$221K	0.14%	-740	13F-HR Timeline
Peninsula Wealth, LLC	950	$221K	0.04%	new	13F-HR Timeline
Allegheny Financial Group	950	$221K	0.06%	-250	13F-HR Timeline
Cordgrass Capital Advisors, LLC	950	$221K	0.06%	0	13F-HR Timeline
CAP Partners, LLC	950	$221K	0.16%	0	13F-HR Timeline
National Wealth Management Group, LLC	950	$221K	0.15%	-1,025	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	948	$220K	0.01%	0	13F-HR Timeline Group
Marks Group Wealth Management, Inc	945	$220K	0.02%	0	13F-HR Timeline
BIRCH FINANCIAL GROUP, LLC	945	$220K	0.25%		13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	938	$218K	0.08%	-4	13F-HR Timeline
Olistico Wealth, LLC	936	$218K	0.13%	0	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	930	$216K	0.11%	0	13F-HR Timeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …	927	$216K	0.03%	0	13F-HR Timeline
Crescent Grove Advisors, LLC	928	$216K	0.02%	-15	13F-HR Timeline
Bernard Wealth Management Corp.	925	$215K	0.1%		13F-HR/A Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP	925	$215K	0.06%	+19	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	922	$214K	0.04%	new	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	921	$214K	0.08%	0	13F-HR Timeline
VERUS WEALTH MANAGEMENT, LLC	919	$214K	0.24%		13F-HR/A Timeline
McNamara Financial Services, Inc.	915	$213K	0.05%	0	13F-HR Timeline
Gibbs Wealth Management	914	$213K	0.06%	new	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	910	$212K	0.1%	0	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	909	$211K	0.03%	0	13F-HR Timeline
Balentine LLC	909	$211K	0.01%	-102	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	906	$211K	<0.01%	0	13F-HR Timeline Group
Meridian Wealth Partners, LLC	904	$210K	0.03%	+1	13F-HR Timeline
Midwest Financial Group LLC	903	$210K	0.12%	-13	13F-HR Timeline
Avalon Trust Co	901	$210K	0.01%	0	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	900	$209K	0.06%	0	13F-HR Timeline
Bray Capital Advisors	900	$209K	0.06%	-25	13F-HR Timeline
FourThought Financial Partners, LLC	899	$209K	0.02%	new	13F-HR Timeline
Gemmer Asset Management LLC	897	$209K	0.02%	new	13F-HR Timeline
LEE DANNER & BASS INC	895	$208K	0.02%	new	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	895	$208K	0.02%	-705	13F-HR Timeline
BCU Wealth Advisors, LLC	893	$208K	0.12%	+2	13F-HR Timeline
Lifeworks Advisors, LLC	891	$207K	0.04%	-282	13F-HR Timeline
Hamilton Point Investment Advisors, LLC	890	$207K	0.04%	+24	13F-HR Timeline
MFG WEALTH MANAGEMENT, INC.	887	$206K	0.19%		13F-HR Timeline
Wallace Advisory Group, LLC	913	$206K	0.14%	new	13F-HR Timeline
LongView Wealth Management	887	$206K	0.06%	new	13F-HR Timeline
Investors Research Corp	885	$206K	0.05%	0	13F-HR Timeline
G2 CAPITAL MANAGEMENT, LLC / OH	882	$205K	0.06%	new	13F-HR Timeline
Mountain Capital Investment Advisors In…	871	$204K	0.04%	-20	13F-HR Timeline
Revolve Wealth Partners, LLC	877	$204K	0.03%	new	13F-HR/A Timeline
Lokken Investment Group LLC	875	$204K	0.09%	-134	13F-HR Timeline
Shira Ridge Wealth Management	870	$202K	0.1%	new	13F-HR Timeline
Virtue Capital Management, LLC	869	$202K	0.04%	new	13F-HR Timeline
CVFG LLC	865	$201K	0.18%		13F-HR Timeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…	864	$201K	0.14%	new	13F-HR Timeline
BALLAST ADVISORS LLC	863	$201K	0.06%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	859	$200K	0.02%	0	13F-HR Timeline
Davis Capital Management	822	$191K	0.16%	-43	13F-HR Timeline
Missouri Trust & Investment Co	822	$191K	0.07%	-2	13F-HR Timeline
Friedenthal Financial	819	$190K	0.11%	0	13F-HR Timeline
LFA - Lugano Financial Advisors SA	813	$189K	0.12%	0	13F-HR Timeline
WFA Asset Management Corp	810	$188K	0.1%	+537	13F-HR Timeline
Atlantic Private Wealth, LLC	809	$188K	0.14%	0	13F-HR Timeline
Sage Mountain Advisors LLC	798	$186K	0.01%	+30	13F-HR Timeline
PROFFITT & GOODSON INC	775	$180K	0.03%	0	13F-HR Timeline
REAP Financial Group, LLC	773	$180K	0.04%	-11	13F-HR Timeline
CVA Family Office, LLC	751	$175K	0.03%	+35	13F-HR Timeline
Ethos Financial Group, LLC	749	$174K	0.02%	new	13F-HR Timeline
Painted Porch Advisors LLC	736	$171K	0.08%	0	13F-HR Timeline
Avion Wealth	723	$168K	0.04%	-330	13F-HR Timeline
SYM FINANCIAL Corp	705	$164K	0.02%	+26	13F-HR Timeline
Grove Bank & Trust	700	$163K	0.02%	0	13F-HR Timeline
Sava Infond d.o.o.	700	$163K	0.03%		13F-HR Timeline
Greenline Partners, LLC	685	$159K	0.02%	new	13F-HR Timeline
Northwest Capital Management Inc	684	$159K	0.07%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	684	$159K	0.01%	-4,864	13F-HR Timeline
Ashurst Perkins Coie Trust Co	666	$155K	0.03%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	659	$153K	0.03%	-102	13F-HR Timeline
SJS Investment Consulting Inc.	655	$152K	0.03%	0	13F-HR Timeline
SIERRA OCEAN, LLC	648	$151K	0.12%		13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	640	$148K	0.05%	+1	13F-HR Timeline
MGB Wealth Management, LLC	635	$148K	0.05%	0	13F-HR Timeline
WEST PACES ADVISORS INC.	626	$146K	0.04%	+121	13F-HR Timeline
Caitlin John, LLC	622	$145K	0.1%	+5	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	620	$144K	0.07%	0	13F-HR Timeline
PSI Advisors, LLC	613	$143K	0.04%	-667	13F-HR Timeline