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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
MARSHALL WACE, LLPin group MARSHALL WACE, LLP91,615$21.3M0.03%+87,35613F-HRTimelineGroup
Orange Investment Advisors, Inc.91,008$21.2M2.4%+10013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…90,544$21.1M0.21%+73,54913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC90,475$21M0.7%+35513F-HRTimeline
Secure Asset Management, LLC89,815$20.9M3.17%+1,62513F-HRTimeline
FORBES J M & CO LLP88,753$20.6M1.99%013F-HRTimeline
Rezny Wealth Management, Inc.88,597$20.6M5.06%+92713F-HRTimeline
SYKON CAPITAL LLC87,491$20.3M7.01%new13F-HRTimeline
TradeWell Securities, LLC.86,062$20M10.37%13F-HRTimeline
McKinley Carter Wealth Services, Inc.86,029$20M1.22%-15,63513F-HRTimeline
B. Riley Wealth Advisors, Inc.84,734$19.7M0.65%-44013F-HRTimeline
FINANCIAL COUNSELORS INC83,233$19.4M0.28%-33213F-HRTimeline
Maven Securities LTDin group Maven Securities LTD82,371$19.2M3.08%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding80,481$18.7M-1,720Timeline
Integrated Advisors Network LLC80,273$18.7M0.9%+12,45313F-HRTimeline
NewSquare Capital LLC81,739$18.6M1.49%+30213F-HRTimeline
TLWM79,883$18.6M3.65%new13F-HRTimeline
Composition Wealth, LLC79,339$18.4M0.37%-12,87813F-HRTimeline
Mendel Capital Management LLC79,040$18.4M11.14%-59713F-HRTimeline
Goldstein Advisors, LLC79,010$18.4M2.67%+2,91713F-HRTimeline
BLAIR WILLIAM & CO/IL78,487$18.2M0.05%-90313F-HRTimeline
CENTAURUS FINANCIAL, INC.78,233$18.2M1.11%-10,08413F-HRTimeline
Bristlecone Advisors, LLC77,673$18.1M1.41%-1,04613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding77,067$17.9M+2,127Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV76,000$17.7M1.29%+1,51013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.74,788$17.4M0.11%-6,43313F-HRTimeline
Focus Financial Network, Inc.74,268$17.3M0.69%+40013F-HRTimeline
Onyx Bridge Wealth Group LLC73,752$17.1M2.47%+57,83113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA73,483$17.1M0.05%-13,95513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…73,103$17M0.07%-10013F-HRTimelineGroup
Pallas Capital Advisors LLC73,015$17M0.73%-98713F-HRTimeline
Allworth Financial LP69,997$16.9M0.09%-1,45313F-HRTimeline
PITTENGER & ANDERSON INC72,636$16.9M0.61%-6513F-HRTimeline
TCP Asset Management, LLC70,884$16.5M3.63%+3,05913F-HRTimeline
THOR TRADING ADVISORS, LLC70,746$16.4M14.87%13F-HRTimeline
Sequent Asset Management, LLC70,526$16.4M8.07%013F-HRTimeline
Allianz SEin group Allianz SE68,455$16.1M0.42%013F-HRTimelineGroup
Mutual Advisors, LLC68,904$15.9M0.46%+98113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC68,097$15.8M0.23%+5,53113F-HRTimelineGroup
TSFG, LLC67,373$15.7M3.22%+11713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC67,132$15.6M1.41%+1,90913F-HRTimeline
Trust Co66,522$15.5M1.77%+3,95813F-HRTimeline
GTS SECURITIES LLC66,454$15.4M0.75%+31,98313F-HRTimeline
Simmons Bankin group Simmons Bank65,583$15.2M1.11%-1,39613F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp65,558$15.2M0.05%+68513F-HRTimelineGroup
Socha Financial Group, LLC65,291$15.2M7.12%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management64,442$15M0.03%new13F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC64,101$14.9M3.92%13F-HRTimeline
Horizon Wealth Management, LLC63,956$14.9M2.59%new13F-HRTimeline
Tamar Securities, LLC63,801$14.8M2.05%+5313F-HRTimeline
Destiny Wealth Partners, LLC63,433$14.7M2.41%+29413F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.62,805$14.6M0.14%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…62,311$14.5M5.26%+63613F-HRTimelineGroup
MONTAG A & ASSOCIATES INC62,033$14.4M0.68%-11113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP61,768$14.4M1.07%-74613F-HRTimeline
Measured Wealth Private Client Group, L…61,019$14.2M4.58%+3,47813F-HRTimeline
Horizon Investments, LLC60,382$14M0.4%+2,73413F-HRTimeline
AMG National Trust Bank60,035$14M0.39%+41013F-HRTimeline
Schonfeld Strategic Advisors LLC60,142$14M0.09%+6,77913F-HRTimeline
Nelson Capital Management, LLC59,792$13.9M2.31%+1,94913F-HRTimeline
Circle Wealth Management, LLC59,517$13.8M0.3%+1,42313F-HRTimeline
Affinity Capital Advisors, LLC59,037$13.8M2.6%+4,77313F-HRTimeline
SYNOVUS FINANCIAL CORP59,218$13.8M0.18%-6,02013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management59,128$13.7M0.43%-61,65313F-HRTimelineGroup
Cornerstone Wealth Group, LLC58,091$13.5M1.11%-2,34913F-HRTimeline
Venture Visionary Partners LLC56,650$13.2M0.56%+2,20613F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.56,413$13.1M1.4%-42013F-HRTimeline
Venturi Wealth Management, LLC56,227$13.1M0.64%+2,67513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…56,115$13M0.29%+3,18313F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC56,101$13M2.59%-6713F-HRTimeline
Gladstone Institutional Advisory LLC55,574$12.9M0.6%+9,05713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP55,526$12.9M1.52%-32213F-HRTimeline
Orion Porfolio Solutions, LLC55,297$12.9M0.13%-3,18313F-HRTimeline
Orion Portfolio Solutions, LLC55,297$12.9M0.13%-3,18313F-HRTimeline
Schorn Wealth LLC55,231$12.8M4.17%+2,47713F-HRTimeline
Prime Capital Investment Advisors, LLC55,065$12.8M0.19%-1,30813F-HRTimeline
Bonfire Financial55,056$12.8M11.58%13F-HRTimeline
Serenus Wealth Advisors, LLC54,963$12.8M2.22%13F-HRTimeline
Sepio Capital, LP54,570$12.7M1.02%-3,39513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,372$12.6M0.01%+6,85213F-HRTimelineGroup
Freedom Investment Management, Inc.54,245$12.6M1.05%-3,14813F-HRTimeline
TCV Trust & Wealth Management, Inc.54,187$12.6M1.16%-1,00813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV54,150$12.6M3.72%new13F-HRTimeline
Arkadios Wealth Advisors54,030$12.6M0.69%+2,99713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC53,753$12.5M0.31%-1,97813F-HRTimeline
Western Wealth Management, LLC53,234$12.4M0.81%-5,62813F-HR/ATimeline
ROCKLAND TRUST CO53,226$12.4M0.63%-84913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC53,127$12.4M1.55%+1,64313F-HRTimeline
Fox Financial, Inc53,119$12.4M11.16%-24,30413F-HRTimeline
CX Institutional53,106$12.3M0.49%+3,97313F-HRTimeline
Merit Financial Group, LLC53,066$12.3M0.22%+1,82913F-HRTimeline
Waverly Advisors, LLC52,750$12.3M0.19%+19,86913F-HRTimeline
MCMORGAN & CO LLC52,453$12.2M1.89%-3,90313F-HRTimeline
Legacy Advisors, LLC52,285$12.2M1.18%+1313F-HRTimeline
Financially Speaking Inc52,191$12.1M8.24%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC52,050$12.1M1.51%-65113F-HRTimeline
Transform Wealth, LLC51,892$12.1M0.67%+49,66713F-HRTimeline
Sigma Planning Corp51,624$12M0.38%+86513F-HRTimeline
3EDGE Asset Management, LP51,366$11.9M0.74%+38,12013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM50,830$11.8M1.91%+40113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp50,353$11.7M<0.01%+2,08313F-HRTimelineGroup
NWAM LLC50,165$11.7M0.72%+7,81913F-HRTimeline
Convergence Financial, LLC50,097$11.6M2.32%+7,51913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC49,730$11.6M0.17%-35213F-HRTimeline
HBW ADVISORY SERVICES LLC49,351$11.5M1.18%+87213F-HRTimeline
Cooksen Wealth, LLC49,010$11.4M10.48%+1,79113F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC48,862$11.4M3.17%+1,00013F-HRTimeline
J. Goldman & Co LP48,687$11.3M0.4%-16,32213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…48,533$11.3M0.16%-51113F-HRTimelineGroup
Parkside Investments, LLC48,533$11.3M1.69%+87713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources48,269$11.2M<0.01%+2,68113F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group47,816$11.1M1.36%+67413F-HRTimelineGroup
Ciovacco Capital Management LLC47,716$11.1M6.34%+1013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/47,427$11M0.01%-1,53213F-HRTimelineGroup
Elite Financial, Inc.47,240$11M5.95%13F-HRTimeline
GREAT LAKES ADVISORS, LLC47,045$10.9M0.09%-2,85013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.47,008$10.9M1.3%-55013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP46,585$10.8M0.01%new13F-HRTimelineGroup
AE Wealth Management LLC46,388$10.8M0.09%+20,75613F-HRTimeline
Savvy Advisors, Inc.46,011$10.7M1.29%+9,92213F-HRTimeline
Visionary Wealth Advisors45,970$10.7M0.63%-29,75513F-HRTimeline
Larson Financial Group LLC45,790$10.6M0.55%+4,42713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding46,457$10.6M+10,227Timeline
D.A. DAVIDSON & CO.45,582$10.6M0.09%-2,34513F-HRTimeline
Quantitative Strategies, Inc.45,542$10.6M5.66%-25613F-HRTimeline
Apexium Financial, LP45,441$10.6M0.64%-29413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.45,429$10.6M0.67%+14,46213F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC45,424$10.6M0.76%-78513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …45,522$10.6M0.02%-29,76713F-HRTimelineGroup
Blue Sky Capital Consultants Group, Inc.45,355$10.5M6.33%13F-HRTimeline
Court Place Advisors, LLC45,335$10.5M3.42%-20813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.45,048$10.5M0.02%+40313F-HRTimelineGroup
EASTERN BANK45,065$10.5M0.19%-78213F-HRTimeline
Fourth Dimension Wealth, LLC44,871$10.5M5.46%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…43,168$10.4M0.59%+7,63213F-HRTimeline
Sowell Financial Services LLC44,653$10.4M0.55%-1,15613F-HRTimeline
AlphaMark Advisors, LLC44,552$10.4M4.48%+2,56713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…44,412$10.3M1.02%+94413F-HRTimelineGroup
LEUTHOLD GROUP, LLC43,682$10.2M1.22%-16,75813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC43,543$10.1M0.82%-12,12113F-HR/ATimeline
Thoma Capital Management LLC43,369$10.1M6.91%13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC42,788$9.95M0.19%-1,61413F-HRTimeline
Trinity Wealth Management, LLC42,337$9.84M4.45%+23213F-HRTimeline
Mesirow Financial Investment Management…42,204$9.81M0.19%-99013F-HRTimeline
First National Bank of Hutchinson41,868$9.74M5.89%013F-HRTimeline
Shepherd Financial Partners LLC41,584$9.67M1.16%+24013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A40,895$9.51M0.03%+24,20313F-HRTimelineGroup
SteelPeak Wealth, LLC40,840$9.5M0.39%+7,02213F-HRTimeline
Evercore Wealth Management, LLC40,806$9.49M0.14%-1,26713F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$9.3M2.09%013F-HRTimeline
TrinityPoint Wealth, LLC39,950$9.29M1.31%+1,63213F-HRTimeline
Snider Financial Group39,928$9.28M2.88%-27713F-HRTimeline
MontVue Capital Management, Inc.39,834$9.26M7.06%-44813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.39,799$9.25M0.1%-1,09913F-HR/ATimelineGroup
Sound View Wealth Advisors Group, LLC39,733$9.24M0.74%+3,01513F-HRTimeline
Relyea Zuckerberg Hanson LLC39,697$9.23M1.24%+113F-HRTimeline
ARS Investment Partners, LLC39,533$9.19M0.83%-2,37013F-HRTimeline
State of Tennessee, Department of Treas…39,413$9.16M0.03%-111,86213F-HRTimeline
Redhawk Wealth Advisors, Inc.39,238$9.12M1.23%-14,27413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…39,115$9.1M0.37%-1,49313F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…39,075$9.09M4.65%-61313F-HRTimeline
Massachusetts Wealth Management39,004$9.07M5.6%+1,59613F-HRTimeline
Beacon Pointe Advisors, LLC38,949$9.06M0.1%+1,84013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC38,943$9.06M4.65%-813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…38,695$9M0.08%-1,90413F-HRTimelineGroup
SCOTIA CAPITAL INC.38,658$8.99M0.05%+70913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC38,294$8.96M6.08%+39613F-HRTimeline
O'ROURKE & COMPANY, Inc38,535$8.96M4.39%-15413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC38,275$8.9M2.58%13F-HRTimeline
Roundview Capital LLC38,237$8.89M0.62%+2,82913F-HRTimeline
Estate Counselors, LLC38,237$8.89M0.95%+41313F-HRTimeline
Attessa Capital LLC37,683$8.76M5.97%13F-HRTimeline
Chesapeake Wealth Management37,512$8.72M2.99%-76113F-HRTimeline
Private Wealth Advisors, LLC37,490$8.72M3.8%-63113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC37,351$8.68M3.88%-6,27013F-HRTimeline
Astor Investment Management LLC37,231$8.66M4.44%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV37,084$8.61M3.1%-1,02413F-HRTimeline
Darwin Wealth Management, LLC36,978$8.6M2.89%+2,25913F-HR/ATimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC36,943$8.59M0.78%-45313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC36,799$8.56M0.26%+23,05113F-HRTimeline
Providence First Trust Co36,687$8.53M3.21%+2,48313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC36,685$8.53M0.91%-4,05113F-HRTimeline
SkyOak Wealth, LLC36,425$8.47M1.81%-60313F-HRTimeline
Global Retirement Partners, LLC36,320$8.45M0.24%-5,38213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC36,127$8.4M0.3%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA35,295$8.34M4.67%+23013F-HRTimeline
BFSG, LLC35,354$8.22M0.96%-3,31013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding35,263$8.2M+7,526Timeline
Fairvoy Private Wealth, LLC35,122$8.17M2.17%13F-HRTimeline
GeoWealth Management, LLC35,094$8.16M0.27%+12,15813F-HRTimeline
FIRST MERCHANTS CORP35,052$8.15M0.31%-9013F-HRTimeline
Sandy Spring Bank34,906$8.12M0.33%-75113F-HRTimeline
KWMG, LLC34,473$8.02M0.83%-29513F-HRTimeline
Sage Capital Advisors,llc34,277$7.97M2.07%+6713F-HRTimeline
Baker Avenue Asset Management, LP34,219$7.96M0.24%+2,54513F-HRTimeline
Journey Advisory Group, LLC35,128$7.95M0.95%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC34,032$7.91M0.01%+1,49313F-HRTimelineGroup
Decker Retirement Planning Inc.33,992$7.9M4.59%13F-HRTimeline
WEBSTER BANK, N. A.33,873$7.88M0.85%+32313F-HRTimeline
Sage Capital Management, LLC33,543$7.8M3.94%-1,79313F-HRTimeline