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Disclosery

XLK SELECT SECTOR SPDR TR

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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.

HolderSharesValue% of portfolioChangeSource
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …604$140K0.02%new13F-HRTimelineGroup
Security National Bank600$140K0.02%013F-HRTimeline
Quintet Private Bank (Europe) S.A.600$140K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.600$140K0.12%13F-HRTimeline
Tacita Capital Inc592$138K0.1%013F-HRTimeline
AMERIFLEX GROUP, INC.590$136K0.06%13F-HRTimeline
Integrity Financial Corp /WA579$135K0.08%013F-HRTimeline
Bare Financial Services, Inc578$134K0.05%013F-HRTimeline
Versant Capital Management, Inc577$134K0.03%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…568$132K<0.01%+10513F-HR/ATimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK558$130K<0.01%-48413F-HR/ATimelineGroup
Ridgewood Investments LLC554$129K0.06%+20013F-HRTimeline
Marquette Asset Management, LLC546$127K0.02%-1,70913F-HRTimeline
Glassman Wealth Services542$126K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC539$125K0.02%013F-HRTimeline
Anchor Investment Management, LLC539$125K0.01%-7613F-HRTimeline
HHM Wealth Advisors, LLC531$123K0.02%013F-HRTimeline
PFG Private Wealth Management, LLC526$122K0.07%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.515$120K0.09%13F-HRTimeline
Key Financial Inc508$118K0.03%013F-HRTimeline
Cornerstone Planning Group LLC517$118K0.03%-21213F-HRTimeline
First PREMIER Bank502$117K0.03%-1613F-HRTimeline
Legacies Wealth LLC500$116K0.09%013F-HRTimeline
Ruedi Wealth Management, Inc.490$114K0.04%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC480$112K0.02%013F-HRTimelineGroup
Financial Perspectives, Inc476$111K0.04%+113F-HRTimeline
WealthCollab, LLC462$107K0.07%013F-HRTimeline
Morling Financial Advisors, LLC461$107K0.04%new13F-HRTimeline
Guardian Wealth Management, Inc.446$104K0.07%-15313F-HRTimeline
Peterson Wealth Services430$99.9K0.03%+113F-HRTimeline
SITTNER & NELSON, LLC425$98.8K0.04%013F-HRTimeline
JNBA Financial Advisors413$96K0.01%013F-HRTimeline
Bogart Wealth, LLC410$95.4K<0.01%-113F-HRTimeline
2UniFi Bank410$95.3K0.06%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA400$93K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …400$93K0.18%013F-HRTimeline
VSM Wealth Advisory, LLC400$93K0.03%13F-HRTimeline
West Branch Capital LLC396$92.1K0.03%013F-HRTimeline
Human Investing LLC394$91.6K0.02%new13F-HRTimeline
Zions Bancorporation, N.A.386$89.8K0.01%+2113F-HRTimeline
Pineridge Advisors LLC382$88.9K0.03%-23,49013F-HRTimeline
Advanced Asset Management Advisors Inc378$87.9K0.02%+1613F-HRTimeline
Windsor Advisory Group, LLC365$84.9K0.1%+16513F-HRTimeline
Founders Capital Management361$83.9K0.05%013F-HRTimeline
Cyrus J. Lawrence, LLC350$81K0.02%013F-HRTimeline
Graney & King, LLC348$81K0.06%13F-HRTimeline
Knuff & Co LLC325$75.6K0.02%013F-HRTimeline
Roxbury Financial LLC322$75.4K0.07%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC318$73.9K0.04%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…310$72.1K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.310$72.1K0.03%013F-HRTimeline
Coastline Trust Co305$70.9K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quent Capital, LLC305$70.9K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.300$70K<0.01%-33613F-HRTimeline
ROTHSCHILD INVESTMENT LLC300$69.8K<0.01%-1613F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$69.8K0.03%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC293$68.1K<0.01%new13F-HR/ATimeline
Sound Income Strategies, LLC282$65.6K<0.01%-1,63113F-HRTimeline
DiNuzzo Private Wealth, Inc.275$63.9K0.01%013F-HRTimeline
Luken Investment Analytics, LLC272$63.2K0.03%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.266$61.9K0.04%013F-HRTimeline
Hartford Financial Management Inc.260$60.5K0.01%+2813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners256$59.5K0.01%new13F-HRTimelineGroup
CAPITAL & PLANNING, LLC250$58.2K0.04%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC248$57.7K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC246$57.2K<0.01%-513F-HRTimelineGroup
Front Row Advisors LLC245$57K0.02%013F-HRTimeline
Financial Life Planners244$56.9K0.05%13F-HRTimeline
Quest 10 Wealth Builders, Inc.244$56.7K0.06%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC251$56.7K<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…242$56.3K0.02%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P242$56K<0.01%013F-HRTimelineGroup
Park Place Capital Corp238$55.3K0.02%-42813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC233$54.2K0.01%new13F-HRTimeline
Covestor Ltd233$54K0.03%+5213F-HRTimeline
Legacy Investment Solutions, LLC229$53.3K0.04%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…229$53.3K0.04%013F-HRTimelineGroup
WINTRUST INVESTMENTS LLC225$52K0.05%-20413F-HRTimeline
Coppell Advisory Solutions LLC219$51.3K0.01%+11913F-HRTimeline
Creekmur Asset Management LLC220$51.2K0.01%013F-HRTimeline
TLW Wealth Management, LLC218$50.8K0.03%013F-HRTimeline
Wagner Wealth Management, LLC218$50.7K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.217$50.5K<0.01%013F-HRTimeline
Eukles Asset Management216$50.2K0.02%-9913F-HRTimeline
Investment Research & Advisory Group, I…212$49.3K0.02%013F-HRTimeline
Park Square Financial Group, LLC212$49.3K0.03%13F-HRTimeline
Blume Capital Management, Inc.211$49.1K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp211$49K0.05%13F-HRTimeline
Mascoma Wealth Management LLC197$45.9K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department192$44.6K0.01%13F-HRTimelineGroup
Rakuten Securities, Inc.180$41.9K0.02%+7213F-HRTimeline
Main Street Group, LTD177$40.9K0.02%+213F-HRTimeline
Richard Bernstein Advisors LLC170$39.6K<0.01%013F-HRTimeline
Core Alternative Capital165$38.4K0.01%-25013F-HRTimeline
VISION FINANCIAL MARKETS LLC164$38.1K0.04%13F-HRTimeline
Tower View Wealth Management LLC162$37.7K0.02%+2213F-HRTimeline
Cedar Mountain Advisors, LLC160$37.2K0.01%+10713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC153$35.6K0.02%013F-HRTimeline
Sachetta, LLC151$35.1K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.150$34.9K0.03%13F-HRTimeline
Piscataqua Savings Bank148$34.4K0.03%013F-HRTimeline
STEPH & CO141$32.8K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC141$32.8K0.03%13F-HRTimeline
New Republic Capital, LLC141$32.8K0.02%013F-HRTimeline
Raleigh Capital Management Inc.140$32.6K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.131$30.5K0.02%13F-HRTimeline
Capital Investment Counsel, Inc125$29.1K<0.01%013F-HRTimeline
GODSEY & GIBB, INC124$28.8K<0.01%013F-HRTimeline
City State Bank115$26.7K0.01%-64013F-HRTimeline
AllSquare Wealth Management LLC112$26K0.01%013F-HRTimeline
Smithfield Trust Co110$26K<0.01%013F-HRTimeline
WPG Advisers, LLC109$25.4K0.02%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.108$25.1K0.01%013F-HRTimeline
Financial Avengers, Inc.101$23.5K0.01%013F-HRTimeline
Silicon Valley Capital Partners101$23.4K<0.01%-20013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN101$23.4K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.100$23.3K<0.01%-1,09013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$23.3K0.01%013F-HRTimeline
KIECKHEFER GROUP LLC100$23.3K0.01%13F-HRTimeline
Fortis Group Advisors, LLC95$22.1K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …89$20.7K<0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC82$19.1K<0.01%+3913F-HRTimeline
Millstone Evans Group, LLC81$18.8K0.01%13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP78$18K<0.01%+3413F-HRTimelineGroup
Delos Wealth Advisors, LLC75$17.4K0.01%013F-HRTimeline
Financial Management Professionals, Inc.72$16.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL72$16.7K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…71$16.5K0.01%13F-HRTimeline
LGT Financial Advisors LLC70$16.3K0.04%+1913F-HRTimeline
Morton Brown Family Wealth, LLC66$15.3K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division63$14.6K<0.01%013F-HRTimeline
Modus Advisors, LLC62$14.4K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC62$14K<0.01%13F-HRTimeline
Safe Harbor Fiduciary, LLC60$14K0.01%013F-HRTimeline
Accredited Wealth Management, LLC57$13.3K0.01%13F-HRTimeline
Trivant Custom Portfolio Group, LLC56$13K0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.56$13K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.49$11.4K0.01%new13F-HRTimeline
Kozak & Associates, Inc.47$11.1K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC46$10.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC45$10.5K0.01%+413F-HRTimeline
Gen-Wealth Partners Inc40$9.3K<0.01%013F-HRTimeline
Element Wealth, LLC38$8.84K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.35$8K<0.01%-3613F-HRTimelineGroup
Hopwood Financial Services, Inc.33$7.67K0.01%13F-HRTimeline
GoalVest Advisory LLC31$7.21K<0.01%new13F-HRTimeline
Evergreen Private Wealth LLC30$6.98K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.30$6.92K0.01%-213F-HRTimeline
Advantage Trust Co29$6.74K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…27$6.28K<0.01%-30,56813F-HRTimelineGroup
Family Manage LLC26$6.05K<0.01%new13F-HRTimeline
American Capital Advisory, LLC26$6.05K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC25$5.81K<0.01%013F-HRTimeline
Alexis Investment Partners, LLC25$5.81K<0.01%13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI24$5.58K<0.01%+213F-HRTimeline
Dunhill Financial, LLC24$5.54K<0.01%013F-HRTimeline
Orion Capital Management LLC22$5.12K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…22$5.12K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.18$4.37K0.4%-18,78313F-HRTimeline
Legend Financial Advisors, Inc.18$4.18K<0.01%new13F-HRTimeline
New Millennium Group LLC14$3.25K<0.01%013F-HRTimeline
Red Tortoise LLC13$3.02K<0.01%new13F-HRTimeline
Atlatl Advisers LLC13$3.02K<0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10$2.33K<0.01%13F-HRTimeline
Center for Financial Planning, Inc.9$2.09K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.8$2K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.8$1.86K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.7$1.63K<0.01%+513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6$1.4K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5$1.16K<0.01%13F-HRTimeline
West Oak Capital, LLC440$1.02K0.04%+713F-HR/ATimeline
Evolution Advisers, Inc.8$1K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.3$698<0.01%13F-HRTimeline
Capital A Wealth Management, LLC2$465<0.01%13F-HRTimeline
Abound Wealth Management1$196<0.01%-33513F-HRTimeline
Dogwood Wealth Management LLC0$14<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
FSC Wealth Advisors, LLC100$73new13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.