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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
KANAWHA CAPITAL MANAGEMENT LLC33,522$7.79M0.61%-54113F-HRTimeline
Prestige Wealth Management Group LLC33,490$7.79M1.62%-44313F-HR/ATimeline
Prostatis Group LLC33,401$7.77M2.26%-1,61913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP33,204$7.72M0.06%-2,04713F-HRTimelineGroup
Buska Wealth Management, LLC32,958$7.66M2.45%-2,95913F-HRTimeline
United Bank32,927$7.66M3.23%+3,16713F-HRTimeline
Zullo Investment Group, Inc.32,761$7.62M3.08%-43313F-HRTimeline
IMC-Chicago, LLC32,739$7.61M0.21%+14,91313F-HRTimeline
Signal Advisors Wealth, LLC32,673$7.6M0.86%+22,50913F-HRTimeline
Hobart Private Capital, LLC32,638$7.59M1.88%-1,05613F-HRTimeline
One Charles Private Wealth Services, LLC32,633$7.59M2.55%+16713F-HRTimeline
Trilogy Capital Inc.32,540$7.57M0.39%+2,64713F-HRTimeline
BOKF, NAin group BOKF, NA33,039$7.56M0.13%-3,27113F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP32,500$7.56M0.3%-49,47813F-HRTimeline
Polianta Ltd32,300$7.51M3.59%013F-HRTimeline
Stockman Wealth Management, Inc.32,271$7.5M1.17%+58413F-HRTimeline
Sequoia Financial Advisors, LLC32,178$7.48M0.07%+5,51413F-HR/ATimeline
HB Wealth Management, LLC31,862$7.41M0.08%-20113F-HRTimeline
Loudon Investment Management, LLC31,788$7.39M4.2%-7013F-HRTimeline
Round Rock Advisors LLC31,123$7.24M1.48%-1,83113F-HRTimeline
Farther Finance Advisors, LLC31,082$7.23M0.26%+2,13413F-HRTimeline
INNEALTA CAPITAL, LLC31,077$7.23M3.52%new13F-HRTimeline
Pinnacle Financial Partners Inc31,025$7.2M0.15%+56413F-HRTimeline
Capital Planning LLC30,914$7.19M1.89%+10813F-HRTimeline
Ameraudi Asset Management, Inc.30,891$7.18M3.96%-15,71613F-HRTimeline
Clarus Wealth Advisors31,520$7.16M3.56%+3,38113F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…30,779$7.16M0.26%+1,11313F-HRTimelineGroup
Richmond Investment Services, LLC30,610$7.12M4%13F-HRTimeline
Intrepid Financial Planning Group LLC30,559$7.11M3%-36913F-HRTimeline
Belpointe Asset Management LLC32,023$7.06M0.43%+18413F-HRTimeline
Quadcap Wealth Management, LLC30,322$7.05M1.04%-58013F-HRTimeline
L. Roy Papp & Associates, LLP30,227$7.03M0.82%+28013F-HRTimeline
Grassi Investment Management30,200$7.02M0.6%-19113F-HR/ATimeline
Cavalier Investments, LLC30,096$7M2.34%+1,34813F-HRTimeline
Sherman Asset Management, Inc.30,087$7M6.4%13F-HRTimeline
Mechanics Bank Trust Department30,007$6.98M0.93%-23813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…29,743$6.92M0.02%+24,28213F-HRTimelineGroup
Crews Bank & Trust29,690$6.9M1.16%13F-HRTimeline
Keel Point, LLC29,597$6.88M0.55%+913F-HRTimeline
SVB WEALTH LLC29,286$6.81M0.13%new13F-HRTimeline
Colony Family Offices, LLC29,061$6.76M2.12%013F-HRTimeline
Altus Wealth Group LLC29,055$6.76M2.99%-1,36913F-HRTimeline
WNY Asset Management, LLC29,006$6.74M0.84%+3,27913F-HRTimeline
AdvisorNet Financial, Inc28,945$6.73M0.56%+2,41213F-HRTimeline
WealthShield Partners, LLC28,877$6.71M0.95%-9,92513F-HRTimeline
AAFMAA Wealth Management & Trust LLC28,848$6.71M2.94%+53213F-HRTimeline
Cullen Capital Management, LLC28,815$6.7M0.08%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.28,690$6.67M0.71%-1,75513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC28,662$6.66M0.06%-34013F-HRTimeline
Cranbrook Wealth Management, LLC28,449$6.61M1.53%+24013F-HRTimeline
NorthCoast Asset Management LLC28,322$6.59M0.03%-1,06413F-HR/ATimeline
DUNCKER STREETT & CO INC28,168$6.55M1.22%-3,96213F-HRTimeline
FIL Ltdin group FIL Ltd28,130$6.54M0.01%-1,75913F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI28,086$6.53M0.35%-48113F-HRTimeline
PETERSON WEALTH MANAGEMENT28,041$6.52M3.88%+1,46013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV27,997$6.51M0.53%+22913F-HRTimeline
HARBOUR INVESTMENTS, INC.27,966$6.5M0.19%+24313F-HRTimeline
Comprehensive Wealth Management, LLC27,950$6.5M4.86%+3,30213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC27,729$6.45M0.5%-3513F-HRTimeline
Financial Advocates Investment Manageme…27,676$6.44M0.37%-11,46913F-HRTimeline
BigSur Wealth Management LLC27,500$6.39M1.83%013F-HRTimeline
BlueStem Wealth Partners, LLC27,422$6.38M0.84%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding27,327$6.35M-2,446Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,158$6.31M0.18%-1,55013F-HRTimelineGroup
Perigon Wealth Management, LLC27,379$6.31M0.16%+53513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC26,805$6.23M3.45%+4,30013F-HRTimeline
Kovack Advisors, Inc.26,694$6.21M0.61%+54913F-HRTimeline
Pachira Investments Inc.26,282$6.16M3.77%+2,06813F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC26,341$6.12M2.51%+9813F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…26,194$6.09M4.63%13F-HR/ATimelineGroup
Summit Financial, LLC26,076$6.06M0.21%-4,90013F-HRTimeline
WESPAC Advisors SoCal, LLC25,899$6.02M1.36%-70513F-HRTimeline
Snowden Capital Advisors LLC25,832$6.01M0.19%+90913F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV25,773$5.99M3.45%+2,68913F-HRTimeline
Valeo Financial Advisors, LLC25,732$5.98M0.17%+93313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,705$5.98M0.09%+65713F-HRTimelineGroup
PFG Advisors25,677$5.97M0.37%+33313F-HRTimeline
BURNS J W & CO INC/NY25,626$5.96M0.76%-73113F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC25,587$5.95M4.73%-2,23613F-HRTimeline
Financial Freedom, LLC25,529$5.94M3.13%-49513F-HRTimeline
OneDigital Investment Advisors LLC25,529$5.94M0.07%+46913F-HRTimeline
K.J. Harrison & Partners Inc25,477$5.91M0.93%+2,33713F-HRTimeline
EPG Wealth Management LLC25,224$5.87M1.55%-1,07413F-HRTimeline
Destiny Capital Corp/CO25,176$5.85M3.55%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,028$5.82M0.32%-19,45213F-HR/ATimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC24,960$5.8M0.86%+18213F-HRTimeline
JMAC ENTERPRISES LLC24,923$5.8M0.91%+1,54413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,788$5.76M0.05%+6,03713F-HRTimeline
Soltis Investment Advisors LLC24,738$5.75M0.53%-2,14113F-HRTimeline
Bouchey Financial Group, Ltd.24,651$5.73M0.5%-22213F-HRTimeline
Algorithmic Investment Models, LLC24,634$5.73M4.41%+2,72513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,562$5.71M0.01%+3,08513F-HRTimelineGroup
SBI Securities Co., Ltd.24,505$5.7M0.18%13F-HRTimeline
Private Advisory Group LLC24,496$5.7M0.64%-16,96213F-HR/ATimeline
Milestone Investment Advisors LLC24,492$5.69M1.55%-16113F-HRTimeline
Joseph P. Lucia & Associates, LLC24,418$5.68M2.52%-67113F-HRTimeline
Avitas Wealth Management LLC24,410$5.68M0.79%-1,35913F-HRTimeline
PINNACLE ASSOCIATES LTD24,387$5.67M0.08%+1,29913F-HRTimeline
Rockingstone Advisors LLC24,348$5.66M2.5%-1,30013F-HRTimeline
Boltwood Capital Management24,322$5.66M1.72%+8613F-HRTimeline
Innova Wealth Partners24,217$5.63M3.55%+8,10513F-HRTimeline
Dodds Wealth, LLC23,299$5.62M1.81%+2,27813F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…24,174$5.62M<0.01%+1,16213F-HRTimelineGroup
WEDBUSH SECURITIES INC24,134$5.61M0.2%-1,76913F-HRTimeline
PATTEN & PATTEN INC/TN24,113$5.61M0.37%-20913F-HRTimeline
CENTRAL TRUST Co24,042$5.59M0.14%+4113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC23,981$5.58M3.14%+5,27813F-HRTimeline
Laidlaw Wealth Management LLC23,833$5.54M2.41%+1,27313F-HRTimeline
Stonebrook Private Inc.23,776$5.53M1.45%-1,64813F-HRTimeline
Fiduciary Group, LLC23,583$5.48M0.55%+5,72013F-HRTimeline
COUNTRY TRUST BANK23,508$5.47M0.14%+12,18613F-HRTimeline
Manchester Capital Management LLC23,308$5.42M0.63%+56613F-HRTimeline
AdvisorShares Investments LLC23,141$5.38M1.04%-83013F-HRTimeline
RiverGlades Family Offices LLC23,132$5.38M3.84%+55013F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…22,787$5.3M2.03%-8,80013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.22,800$5.3M0.17%-25,20013F-HRTimelineGroup
Narus Financial Partners, LLC22,765$5.29M1.79%+2,45813F-HRTimeline
C2C Wealth Management, LLC22,685$5.27M4.89%013F-HRTimeline
Constitution Capital LLC22,593$5.25M2.95%+2,63113F-HRTimeline
Mathes Company, Inc.22,500$5.23M1.91%-5013F-HRTimeline
Capital Asset Advisory Services LLC22,128$5.22M0.26%-66513F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…22,430$5.22M0.91%013F-HRTimelineGroup
Westside Investment Management, Inc.22,423$5.21M1.1%-88913F-HRTimeline
OKABENA INVESTMENT SERVICES INC22,409$5.21M1.45%+1,79613F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC22,215$5.17M0.89%-1,53813F-HRTimeline
Acorn Wealth Advisors, LLC22,183$5.16M2.13%+7413F-HRTimeline
Financial Engines Advisors L.L.C.22,014$5.12M0.01%+1,47213F-HRTimeline
JFS WEALTH ADVISORS, LLC21,998$5.12M0.35%-69913F-HRTimeline
IFG Advisory, LLC21,946$5.1M0.29%-64313F-HRTimeline
Windsor Capital Management, LLC21,861$5.08M1.51%-31713F-HRTimeline
Glenview Trust Co21,816$5.07M0.1%+7,36213F-HRTimeline
Valmark Advisers, Inc.21,752$5.06M0.08%+67213F-HRTimeline
Clay Northam Wealth Management, LLC21,737$5.05M3.26%+20813F-HRTimeline
St. Johns Investment Management Company…21,723$5.05M2.35%-38913F-HRTimeline
Bank of Marin21,591$5.02M3.97%+9613F-HRTimeline
Canton Hathaway, LLC21,541$5.01M1.25%+2,73213F-HRTimeline
Prospera Financial Services Inc21,182$4.93M0.11%-46813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…21,119$4.91M0.96%+2,03513F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION21,113$4.91M0.46%+35213F-HRTimeline
Edge Capital Group, LLC59,229$4.9M0.25%+38,17513F-HRTimeline
Caprock Group, LLC21,042$4.89M0.16%+1,73913F-HRTimeline
Institute for Wealth Management, LLC.21,020$4.89M0.61%+15913F-HRTimeline
Narwhal Capital Management21,000$4.88M0.43%013F-HRTimeline
San Luis Wealth Advisors LLC20,915$4.86M0.92%+8413F-HRTimeline
Arrow Investment Advisors, LLC21,239$4.79M4.46%013F-HRTimeline
Shulman DeMeo Asset Management LLC20,528$4.77M1.29%-17013F-HRTimeline
Regal Investment Advisors LLC20,498$4.77M0.36%+2,86913F-HRTimeline
D.B. Root & Company, LLC20,435$4.75M1.51%-5413F-HRTimeline
Abbot Financial Management, Inc.20,433$4.75M2.37%-10513F-HRTimeline
10Elms LLP20,271$4.71M4.87%13F-HRTimeline
Ballentine Partners, LLC20,256$4.71M0.08%-4213F-HRTimeline
Avior Wealth Management, LLC20,081$4.67M0.17%+39713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.20,066$4.67M1.51%-14313F-HRTimeline
Atlas Legacy Advisors, LLC20,057$4.66M1.13%13F-HRTimeline
RMR Wealth Builders20,035$4.66M0.48%+2913F-HR/ATimeline
Donald L. Hagan, LLC19,886$4.62M2.4%-9,92513F-HRTimeline
STALEY CAPITAL ADVISERS INC19,882$4.62M0.21%-25813F-HRTimeline
CALTON & ASSOCIATES, INC.19,866$4.62M2.04%+7,37013F-HRTimeline
Tidemark, LLC19,725$4.59M1.76%+63313F-HRTimeline
Pine Valley Investments Ltd Liability Co19,723$4.59M0.3%+1,36013F-HRTimeline
STOCK YARDS BANK & TRUST CO19,670$4.57M0.16%-1,22513F-HRTimeline
Rollins Financial Advisors, LLC19,639$4.57M0.71%-12313F-HRTimeline
Meridian Wealth Advisors, LLC19,633$4.57M0.75%-2413F-HRTimeline
Monument Capital Management19,551$4.55M1.25%new13F-HRTimeline
Bramshill Investments, LLC19,548$4.55M0.71%-1,00013F-HRTimeline
Consolidated Portfolio Review Corp19,521$4.54M0.72%+1,31413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC19,506$4.54M0.58%+39313F-HRTimeline
DRW Securities, LLC19,499$4.53M0.31%-74,40713F-HRTimeline
Clearstead Advisors, LLC19,499$4.53M0.07%+3,10313F-HRTimeline
WHITTIER TRUST CO19,431$4.52M0.06%-7,70813F-HRTimeline
Capital Investment Counsel, LLC19,343$4.5M0.75%+2,73513F-HRTimeline
IFC Advisors LLC19,327$4.49M0.98%13F-HRTimeline
Heritage Wealth Advisors19,316$4.49M0.22%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,280$4.48M0.04%+47813F-HRTimelineGroup
IEQ CAPITAL, LLC19,246$4.48M0.04%+28713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC19,190$4.46M1.71%+5,40713F-HRTimeline
American Money Management, LLC19,102$4.44M0.87%+77013F-HRTimeline
IronBridge Private Wealth, LLC19,049$4.43M1.63%-72613F-HRTimeline
Mill Creek Capital Advisors, LLC18,999$4.42M0.11%+1413F-HRTimeline
Modern Wealth Management, LLC18,993$4.42M0.16%+4,08313F-HR/ATimeline
Williams Jones Wealth Management, LLC.18,974$4.41M0.05%+12113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC18,929$4.4M3.71%-47113F-HRTimeline
Vivid Wealth Management, LLC18,747$4.36M2.21%+5213F-HRTimeline
Caldwell Trust Co18,709$4.35M0.45%+11413F-HRTimeline
Geneos Wealth Management Inc.18,625$4.33M0.15%-84213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,614$4.33M0.23%-35,69013F-HRTimelineGroup
Pacific Sun Financial Corp18,544$4.31M2.35%+24613F-HRTimeline
PFG Investments, LLC18,526$4.31M0.27%+83613F-HRTimeline
KKM Financial LLC18,575$4.3M1.79%+12,33013F-HRTimeline
Cubist Systematic Strategies, LLC18,479$4.3M0.07%new13F-HRTimeline
Ledyard National Bank18,452$4.29M0.4%-47513F-HRTimeline
PMG Wealth Management, Inc.18,446$4.29M3.91%13F-HRTimeline
ABOUND FINANCIAL, LLC18,425$4.28M2.17%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp18,404$4.28M0.27%+9,73613F-HRTimelineGroup
World Investment Advisors18,383$4.27M0.12%+6,37213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,296$4.25M0.13%+1,29213F-HRTimelineGroup
CHOREO, LLC18,150$4.24M0.06%-25813F-HRTimeline
Evanson Asset Management, LLC18,228$4.24M0.29%-8413F-HRTimeline
5th Street Advisors, LLC17,897$4.16M2.16%+53613F-HRTimeline
KFA Private Wealth Group, LLC17,876$4.16M1.74%+5,71613F-HRTimeline