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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
SIH Partners, LLLPin group SIH Partners, LLLP10,543$2.45M0.17%new13F-HRTimelineGroup
Summit Trail Advisors, LLC10,532$2.45M0.09%+46513F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/10,532$2.45M1.15%013F-HRTimelineGroup
Richard W. Paul & Associates, LLC10,439$2.43M0.88%-46013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,299$2.4M0.19%+85813F-HR/ATimeline
USAdvisors Wealth Management, LLC10,299$2.39M0.78%-2513F-HRTimeline
Laraway Financial Advisors Inc10,241$2.38M1.83%-23813F-HRTimeline
LYNCH & ASSOCIATES/IN10,224$2.38M0.52%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC10,191$2.37M0.21%+1,22613F-HRTimeline
Private Portfolio Partners LLC10,159$2.36M0.43%+14513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,142$2.36M0.04%+39713F-HR/ATimelineGroup
Keystone Financial Group10,129$2.36M0.23%+3,38613F-HRTimeline
SeaCrest Wealth Management, LLC10,073$2.34M0.25%+48913F-HRTimeline
BlackDiamond Wealth Management, LLC10,030$2.33M1.35%-2913F-HRTimeline
ADIRONDACK TRUST CO10,022$2.33M0.89%+913F-HRTimeline
Verum Partners LLC10,020$2.33M0.67%+40513F-HRTimeline
Mattern Wealth Management LLC9,982$2.32M0.51%-64913F-HRTimeline
Mountain Hill Investment Partners Corp.9,956$2.31M2.36%13F-HRTimeline
WASHINGTON TRUST Co9,955$2.31M0.08%-17013F-HRTimeline
McHugh Group, LLC9,932$2.31M1.72%13F-HRTimeline
Balboa Wealth Partners9,925$2.31M0.53%-22213F-HRTimeline
Rothschild Wealth LLC9,914$2.31M0.67%-4,14613F-HRTimeline
Agate Pass Investment Management, LLC9,914$2.31M1.04%+2,11313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …9,807$2.28M1.74%new13F-HRTimeline
PRIVATE TRUST CO NA9,785$2.28M0.23%+17613F-HRTimeline
STRATEGY ASSET MANAGERS LLC9,784$2.27M0.44%+72813F-HRTimeline
Objective Capital Management, LLC9,779$2.27M1.52%-1,58013F-HRTimeline
Mission Creek Capital Partners, Inc.9,735$2.26M0.49%-17413F-HRTimeline
Braun-Bostich & Associates Inc.9,728$2.26M1.63%-18113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI9,720$2.26M0.24%-36313F-HRTimeline
Disciplined Investors, L.L.C.9,859$2.24M2.16%13F-HRTimeline
Verdence Capital Advisors LLC9,631$2.24M0.18%+8613F-HRTimeline
Wellspring Financial Advisors, LLC9,615$2.24M0.23%new13F-HRTimeline
Future Financial Wealth Managment LLC9,572$2.23M1.63%+37113F-HRTimeline
MTM Investment Management, LLC9,545$2.22M0.85%-15913F-HRTimeline
PITCAIRN COin group PITCAIRN CO9,534$2.22M0.13%-2,50013F-HRTimelineGroup
Seven Springs Wealth Group, LLC9,512$2.21M0.82%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,509$2.21M0.23%-11,20513F-HRTimeline
SAPIENT CAPITAL LLC9,492$2.21M0.04%+5,06513F-HRTimeline
BRIGHTON JONES LLC9,477$2.2M0.06%+1,68413F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC9,465$2.2M0.08%-17513F-HRTimeline
Good Life Advisors, LLC9,401$2.19M0.16%+1,06413F-HRTimeline
Financial Sense Advisors, Inc.9,388$2.18M0.73%+31813F-HRTimeline
SAXON INTERESTS, INC.9,374$2.18M0.96%-6013F-HRTimeline
Moss Adams Wealth Advisors LLC9,355$2.18M0.23%-1,07913F-HRTimeline
jvl associates llc9,308$2.16M0.82%+213F-HRTimeline
MMA ASSET MANAGEMENT LLC9,305$2.16M0.95%-14,41513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC9,275$2.16M0.09%-1,19113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,261$2.15M0.05%+39213F-HRTimelineGroup
Waterloo Capital, L.P.9,256$2.15M0.23%+64713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,234$2.15M0.03%+60013F-HRTimeline
SEARLE & CO.9,165$2.13M0.61%+1,06513F-HRTimeline
JSF Financial, LLC9,142$2.13M0.57%-1,33113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,078$2.11M0.2%+48613F-HR/ATimeline
NOVARE CAPITAL MANAGEMENT LLC9,061$2.11M0.18%-19013F-HRTimeline
Watts Gwilliam & Co., LLC8,994$2.1M0.44%+6813F-HRTimeline
First Heartland Consultants, Inc.8,979$2.09M0.21%-61513F-HRTimeline
Claro Advisors Inc.8,928$2.08M0.28%-2,59013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,917$2.07M0.05%-3813F-HRTimelineGroup
Avantax Planning Partners, Inc.8,855$2.06M0.07%+213F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…8,837$2.05M0.85%-1,63113F-HRTimelineGroup
Empower Advisory Group, LLC8,807$2.05M0.01%+63113F-HRTimeline
WEALTHGARDEN F.S. LLC8,766$2.04M1.91%+63513F-HRTimeline
SYON CAPITAL LLC8,716$2.03M0.18%-2213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC8,701$2.02M0.68%013F-HRTimeline
Blue Chip Partners, LLC8,613$2M0.17%+74613F-HRTimeline
Moors & Cabot, Inc.8,598$2M0.1%+87313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,588$2M0.02%+1,16613F-HRTimeline
CITY HOLDING CO8,575$1.99M0.28%-31413F-HRTimeline
DDD Partners, LLC8,564$1.99M0.24%+13313F-HRTimeline
Principle Wealth Partners LLC8,529$1.98M0.14%+5613F-HRTimeline
Avidian Wealth Enterprises, LLC8,524$1.98M0.09%+213F-HRTimeline
GREENLEAF TRUST8,504$1.98M0.02%013F-HRTimeline
Parkside Advisors LLC8,464$1.97M0.46%-4313F-HRTimeline
Glass Jacobson Investment Advisors llc8,419$1.96M0.64%-6513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,410$1.96M0.11%+4,83713F-HRTimelineGroup
Arete Wealth Advisors, LLC8,392$1.96M0.14%-55313F-HRTimeline
Patriot Financial Group Insurance Agenc…8,401$1.95M0.26%-413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,342$1.94M0.33%+9013F-HRTimeline
Berger Financial Group, Inc8,312$1.93M0.13%-113F-HRTimeline
EQUITABLE TRUST CO8,266$1.92M0.11%-7213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC8,266$1.92M0.9%-17,97713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC8,232$1.91M0.86%13F-HRTimeline
XML Financial, LLC8,222$1.91M0.18%-5413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,200$1.91M0.39%+1,44913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding8,201$1.91M+5,333Timeline
Meridian Wealth Management, LLC8,154$1.9M0.09%+24213F-HRTimeline
Capital Advisors, Ltd. LLC8,144$1.89M0.24%+13013F-HRTimeline
Per Stirling Capital Management, LLC.8,106$1.88M0.27%+5,34513F-HRTimeline
Arcadia Wealth Management, Inc.8,086$1.88M1.6%13F-HRTimeline
Foguth Wealth Management, LLC.7,806$1.87M0.49%-2,39513F-HRTimeline
Golden State Wealth Management, LLC7,964$1.85M0.28%13F-HRTimeline
AlphaQ Advisors LLC7,953$1.85M5.06%+62713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,903$1.84M0.06%+713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
M3 Advisory Group, LLC7,902$1.84M1.32%-5513F-HRTimeline
Chicago Wealth Management, Inc.7,881$1.83M0.95%+2,61713F-HRTimeline
Rappaport Reiches Capital Management, L…7,837$1.82M0.47%+1313F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT7,828$1.82M0.36%-5013F-HRTimeline
SkyView Investment Advisors, LLC7,790$1.81M0.29%013F-HRTimeline
Oxinas Partners, LLC7,769$1.81M1.06%-14413F-HRTimeline
Sharper & Granite LLC7,740$1.8M0.79%+1,22013F-HRTimeline
MAS Advisors LLC7,699$1.79M3%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,620$1.77M1.33%-48813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,588$1.76M0.16%+1,48913F-HRTimeline
Black Diamond Financial, LLC7,587$1.76M0.26%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,563$1.76M0.2%-23,87913F-HRTimelineGroup
Auxano Advisors, LLC7,530$1.75M0.44%013F-HRTimeline
McGuire Investment Group, LLC7,481$1.74M0.25%-6013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,475$1.74M0.45%+72013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,437$1.73M0.03%+413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …7,430$1.73M0.25%13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP7,414$1.72M0.33%-6513F-HRTimeline
United Advisor Group, LLC7,407$1.72M0.34%-33213F-HRTimeline
Peoples Bank/KS7,388$1.72M1.19%-8513F-HRTimeline
Optas, LLC7,358$1.71M0.37%-13113F-HRTimeline
ProVise Management Group, LLC7,353$1.71M0.15%-13,69613F-HRTimeline
Bleakley Financial Group, LLC7,345$1.71M0.05%-11213F-HRTimeline
Argent Trust Co7,344$1.71M0.07%+76413F-HRTimeline
Fragasso Financial Advisors Inc7,344$1.71M0.13%+1013F-HRTimeline
West Coast Financial LLC7,340$1.71M0.19%-13513F-HRTimeline
COUNTRY CLUB BANK7,270$1.7M0.11%+13413F-HRTimeline
Nova Wealth Management, Inc.7,281$1.69M1.47%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,264$1.69M0.05%-23313F-HRTimeline
Powers Capital, LLC7,195$1.67M0.88%13F-HRTimeline
Strategic Wealth Partners, Ltd.6,970$1.67M0.14%-32,52813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,105$1.65M0.02%-69313F-HRTimeline
Crewe Advisors LLC7,098$1.65M0.23%-16713F-HRTimeline
Tradition Wealth Management, LLC7,071$1.64M0.14%-2413F-HRTimeline
Busey Bank7,049$1.64M0.05%-2013F-HRTimeline
Global Assets Advisory, LLC7,031$1.63M0.9%-14913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.7,012$1.63M0.63%+1113F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,007$1.63M0.52%013F-HRTimeline
Gilliland Jeter Wealth Management LLC6,991$1.63M0.55%013F-HRTimeline
626 Financial, LLC6,975$1.62M0.87%-40013F-HRTimeline
Certified Advisory Corp6,972$1.62M0.18%-3213F-HRTimeline
Tanglewood Wealth Management, Inc.6,963$1.62M0.19%+2,73813F-HRTimeline
Modera Wealth Management, LLC6,951$1.62M0.02%+1,48913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,950$1.62M0.38%013F-HRTimeline
Bangor Savings Bank6,919$1.61M0.15%-20913F-HRTimeline
Bawa N Mallick Trust6,900$1.6M0.7%13F-HRTimeline
SWMG, LLC6,643$1.6M0.64%+57613F-HRTimeline
Cabana LLC6,870$1.6M7.91%+19613F-HRTimeline
Jacobi Capital Management LLC6,868$1.6M0.12%-11813F-HRTimeline
Armor Investment Advisors, LLC6,859$1.59M0.66%013F-HRTimeline
Menard Financial Group LLC6,828$1.59M0.95%-213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,813$1.58M0.29%-51413F-HRTimeline
Ifrah Financial Services, Inc.6,791$1.58M0.44%-9813F-HRTimeline
Dorsey & Whitney Trust CO LLC6,757$1.57M0.09%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC6,724$1.56M0.7%13F-HRTimeline
DAVIS R M INC6,713$1.56M0.03%+86913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,707$1.56M<0.01%-15713F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT6,671$1.55M0.59%-12213F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC6,630$1.54M0.11%+6113F-HRTimeline
Ausdal Financial Partners, Inc.6,629$1.54M0.13%+1,32213F-HRTimeline
First National Bank of Mount Dora, Trus…6,566$1.53M0.36%+12213F-HRTimeline
United Community Bankin group United Community Bank6,559$1.53M0.59%013F-HRTimelineGroup
Bank of New Hampshire6,555$1.52M0.39%013F-HRTimeline
DT Investment Partners, LLC6,510$1.51M0.13%013F-HRTimeline
Phillips Wealth Planners LLC6,616$1.51M1.51%+15213F-HRTimeline
Aventura Private Wealth, LLC6,502$1.51M0.81%13F-HRTimeline
Columbus Macro, LLC6,488$1.51M0.21%+75613F-HRTimeline
Caisse de depot et placement du Quebec6,479$1.51M<0.01%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…6,440$1.5M0.24%+4,43813F-HRTimelineGroup
Dale Q Rice Investment Management Ltd6,432$1.5M0.66%13F-HRTimeline
Sand Hill Global Advisors, LLC6,394$1.49M0.06%-7713F-HRTimeline
IAM Advisory, LLC6,367$1.48M0.38%-11813F-HRTimeline
Polymer Capital Management (HK) LTD6,366$1.48M0.26%+2,26613F-HRTimeline
MAIRS & POWER INC6,359$1.48M0.01%+21513F-HRTimeline
Occidental Asset Management, LLC6,353$1.48M0.23%-1,04913F-HRTimeline
Flywheel Private Wealth LLC6,331$1.47M1.35%13F-HRTimeline
Hilltop National Bank6,327$1.47M0.44%013F-HRTimeline
Beacon Bank & Trust6,303$1.47M0.34%013F-HRTimeline
Americana Partners, LLC6,287$1.46M0.06%-8713F-HRTimeline
KDK Private Wealth Management, LLC6,251$1.45M1.51%13F-HRTimeline
Zhang Financial LLC6,229$1.45M0.08%+1513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…6,222$1.45M0.15%+35013F-HRTimeline
Wealth Advisory Solutions, LLC6,191$1.44M0.4%-14213F-HRTimeline
Madden Advisory Services, Inc.6,187$1.44M0.67%-28213F-HRTimeline
Castleview Partners, LLC6,201$1.44M0.77%-43713F-HR/ATimeline
Saxony Capital Management, LLC6,174$1.44M1.26%+3,02413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,147$1.43M0.06%-3,36813F-HRTimeline
First Pacific Financial6,142$1.43M0.33%+4,13413F-HRTimeline
Moloney Securities Asset Management, LLC6,118$1.42M0.19%-46013F-HRTimeline
CHICAGO TRUST Co NA6,054$1.41M0.25%+45013F-HRTimeline
Wealth Architects, LLC6,037$1.4M0.16%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC6,035$1.4M0.99%+16013F-HRTimeline
Maltin Wealth Management, Inc.6,021$1.4M0.69%+5413F-HRTimeline
True Vision MN LLC6,002$1.4M0.83%+5,00513F-HRTimeline
Robinson Value Management, Ltd.5,977$1.39M0.92%+18313F-HRTimeline
Acorns Advisers, LLC5,939$1.38M0.01%+1,42413F-HRTimeline
Legacy Capital Group California, Inc.5,931$1.38M0.42%+1,70313F-HRTimeline
SIGNATUREFD, LLC5,931$1.38M0.03%-24013F-HRTimeline
Accurate Wealth Management, LLC6,005$1.37M0.26%-4813F-HRTimeline
Aureus Asset Management, LLC5,906$1.37M0.09%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV5,903$1.37M0.5%-5213F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,900$1.37M0.01%+14913F-HRTimeline
Legacy Edge Advisors, LLC5,811$1.36M0.22%+413F-HRTimeline
Raab & Moskowitz Asset Management LLC5,853$1.36M0.33%-1213F-HRTimeline
Wealthspire Retirement, LLC5,813$1.35M0.11%+15813F-HRTimeline
Independent Wealth Network Inc.5,786$1.35M0.55%+1713F-HRTimeline