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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
LPWM LLC5,779$1.34M0.43%+213F-HRTimeline
KPP Advisory Services LLC5,772$1.34M0.32%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC5,754$1.34M0.06%-1613F-HRTimeline
Spartan Planning & Wealth Management5,727$1.33M1.22%13F-HRTimeline
Kaizen Financial Strategies5,694$1.32M0.75%-30213F-HRTimeline
Edgestream Partners, L.P.5,693$1.32M0.06%-17613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC5,689$1.32M0.42%-33513F-HRTimeline
Clarius Group, LLC5,687$1.32M0.09%+113F-HRTimeline
Bison Wealth, LLC5,681$1.32M0.16%13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,130$1.32M<0.01%+35513F-HRTimeline
Glen Eagle Advisors, LLC5,653$1.31M0.22%-41313F-HRTimeline
Plante Moran Financial Advisors, LLC5,641$1.31M0.11%+1,10913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,630$1.31M0.31%+2513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC5,614$1.31M0.24%-11713F-HRTimelineGroup
Nemes Rush Group LLC5,613$1.31M0.16%+58313F-HRTimeline
Pathway Financial Advisors LLC5,602$1.3M0.3%013F-HRTimeline
Horizon Family Wealth, Inc.5,593$1.3M0.86%-3,56513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,589$1.3M0.04%013F-HRTimeline
Alaethes Wealth, LLC5,561$1.29M0.46%-5013F-HRTimeline
Medallion Wealth Advisors, LLC5,669$1.29M0.64%13F-HRTimeline
Finward Bancorp5,520$1.28M1.11%13F-HRTimeline
Total Wealth Planning & Management, Inc.5,516$1.28M1.26%13F-HRTimeline
Forefront Wealth Partners, LLC5,507$1.28M0.95%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,498$1.28M0.14%13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC5,493$1.28M0.11%-1813F-HRTimeline
Total Clarity Wealth Management, Inc.5,485$1.28M0.41%-11613F-HRTimeline
FIRST UNITED BANK & TRUST5,465$1.27M0.46%-19313F-HRTimeline
Founders Financial Alliance, LLC5,462$1.27M0.35%+1113F-HRTimeline
Strategic Financial Concepts, LLC5,441$1.27M0.24%+37713F-HR/ATimeline
Selective Wealth Management, Inc.5,541$1.26M0.51%013F-HRTimeline
NCM Capital Management, LLC5,426$1.26M0.57%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,418$1.26M0.04%+1,27013F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC5,414$1.26M0.07%+2,47213F-HRTimeline
Garde Capital, Inc.5,410$1.26M0.08%+10413F-HRTimeline
Bulltick Wealth Management, LLC5,407$1.26M0.3%-18213F-HRTimeline
Curi Capital, LLC5,381$1.25M0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,369$1.25M0.03%13F-HRTimeline
HOURGLASS CAPITAL, LLC5,330$1.24M0.34%+4,00013F-HRTimeline
PURSUE WEALTH PARTNERS LLC5,326$1.24M0.71%013F-HRTimeline
Lantern Wealth Advisors, LLC5,325$1.24M0.8%+313F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,311$1.23M0.1%-9613F-HRTimeline
Daner Wealth Management, LLC5,317$1.23M0.91%13F-HRTimeline
Riggs Asset Managment Co. Inc.5,262$1.23M0.33%+11313F-HRTimeline
National Philanthropic Trust5,305$1.23M0.02%-53613F-HRTimeline
Solstein Capital, LLC5,297$1.23M0.69%-6213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,292$1.23M0.26%-1,40713F-HRTimeline
UNITED BANK5,260$1.22M0.15%-5313F-HRTimeline
River Wealth Advisors LLC5,259$1.22M0.16%-40913F-HRTimeline
Simplicity Wealth,LLC5,246$1.22M0.25%-8,61513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,237$1.22M0.03%+56013F-HRTimeline
Austin Private Wealth, LLC5,235$1.22M0.11%013F-HRTimeline
Parisi Gray Wealth Management5,227$1.22M0.39%+24613F-HRTimeline
Centurion Wealth Management LLC5,225$1.21M0.38%-713F-HRTimeline
Alpha Zero LLC5,214$1.21M0.93%13F-HRTimeline
NTV Asset Management LLC5,193$1.21M0.16%+513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5,176$1.2M0.09%-41413F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…5,173$1.2M0.06%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,123$1.19M0.21%-10313F-HRTimeline
Newman Dignan & Sheerar, Inc.5,122$1.19M0.31%013F-HRTimeline
Altura Wealth Advisors Inc.5,118$1.19M0.88%-74713F-HRTimeline
Fernwood Investment Management, LLC5,079$1.18M0.41%-10013F-HRTimeline
Cyndeo Wealth Partners, LLC5,066$1.18M0.08%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,066$1.18M0.01%-10013F-HRTimelineGroup
CWA Asset Management Group, LLC5,054$1.18M0.06%+18713F-HRTimeline
One Day In July LLC5,050$1.17M0.12%-4113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,048$1.17M0.03%-1813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC5,043$1.17M0.28%013F-HRTimeline
Cooper Financial Group5,014$1.17M0.14%-2613F-HRTimeline
Chemistry Wealth Management LLC4,997$1.16M0.27%+2113F-HRTimeline
Arax Advisory Partners4,991$1.16M0.07%+64313F-HRTimeline
CWC Advisors, LLC.4,971$1.16M1.15%+10613F-HRTimeline
Towneley Capital Management, Inc / DE4,969$1.16M0.27%new13F-HRTimeline
Alpha Wealth Funds, LLC4,932$1.15M1.2%13F-HRTimeline
RDA Financial Network4,931$1.15M0.33%+79713F-HRTimeline
Tyche Wealth Partners LLC4,918$1.14M0.24%-33613F-HRTimeline
BIP Wealth, LLC4,916$1.14M0.08%-813F-HRTimeline
Choate Investment Advisors4,905$1.14M0.03%-36013F-HRTimeline
Advyzon Investment Management, LLC4,900$1.14M0.44%13F-HRTimeline
Prospect Financial Services LLC4,894$1.14M0.62%+16513F-HRTimeline
BEARING POINT CAPITAL, LLC4,879$1.13M0.24%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC4,875$1.13M0.58%+97513F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,873$1.13M0.03%-5113F-HRTimeline
PUREfi Wealth, LLC4,866$1.13M1.11%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,963$1.13M0.17%-17013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,837$1.12M0.22%+66613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,800$1.12M0.41%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,830$1.12M0.08%-1,37513F-HRTimelineGroup
HCR Wealth Advisors4,829$1.12M0.14%013F-HRTimeline
Triangle Securities Wealth Management4,825$1.12M0.29%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wambolt & Associates, LLC4,823$1.12M0.36%+3,41613F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,818$1.12M0.13%013F-HRTimeline
Grantvest Financial Group LLC4,789$1.11M1.24%13F-HRTimeline
HRT FINANCIAL LP4,788$1.11M0.01%-25,80413F-HRTimeline
GM Advisory Group, LLC4,771$1.11M0.06%+76213F-HRTimeline
LWM Advisory Services, LLC4,763$1.11M0.77%-26513F-HRTimeline
Sunesis Advisors, LLC4,752$1.1M0.67%013F-HRTimeline
FIRST COMMUNITY TRUST NA4,737$1.1M0.79%013F-HRTimeline
McAdam, LLC4,709$1.09M0.06%-34013F-HRTimeline
American Institute for Advanced Investm…4,685$1.09M0.81%-39013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV4,673$1.09M0.97%13F-HRTimeline
Bison Wealth, LLC4,673$1.09M0.24%+38513F-HRTimeline
Luminist Capital LLC4,667$1.09M1.89%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,654$1.08M0.1%-413F-HRTimeline
BLB&B Advisors, LLC4,647$1.08M0.06%-69313F-HRTimeline
EVERETT HARRIS & CO /CA/4,640$1.08M0.01%+71513F-HRTimeline
ASPIRIANT, LLC4,620$1.07M0.04%+1,11313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,618$1.07M0.1%+313F-HRTimeline
New England Private Wealth Advisors LLC4,614$1.07M0.17%+513F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co4,610$1.07M0.21%013F-HRTimeline
Quadrant Private Wealth Management, LLC4,612$1.07M0.26%-2313F-HRTimeline
Alley Investment Management Company, LLC4,591$1.07M0.14%+42413F-HRTimeline
Mayflower Financial Advisors, LLC4,585$1.07M0.16%+1,13213F-HRTimeline
Collaborative Wealth Managment Inc.4,558$1.06M0.48%-12313F-HRTimeline
Seelaus Asset Management LLC4,550$1.06M0.96%+12513F-HRTimeline
Main Street Financial Solutions, LLC4,530$1.05M0.1%+3713F-HRTimeline
Householder Group Estate & Retirement S…4,526$1.05M0.79%-7,45213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,520$1.05M<0.01%-1,78713F-HRTimelineGroup
Naviter Wealth, LLC4,514$1.05M0.13%new13F-HRTimeline
Westmount Partners, LLC4,514$1.05M0.32%-4213F-HRTimeline
Athena Investment Management4,510$1.05M0.61%013F-HRTimeline
NVWM, LLC4,507$1.05M0.26%-47413F-HRTimeline
American Trust4,506$1.05M0.08%new13F-HRTimeline
V2 Financial group LLC4,500$1.05M0.64%013F-HRTimeline
GWN SECURITIES INC.4,371$1.05M0.28%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,426$1.03M0.17%013F-HRTimeline
GC Wealth Management RIA, LLC4,422$1.03M0.18%-3013F-HRTimeline
Peak Planning Group, LLC4,418$1.03M0.43%-6613F-HRTimeline
UMB Bank, n.a.4,406$1.02M0.02%-2713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
F/m Investments LLC4,367$1.02M0.04%+14113F-HRTimeline
Signature Wealth Management Partners, L…4,353$1.01M0.7%013F-HRTimeline
Kaydan Wealth Management, Inc.4,347$1.01M0.34%-3613F-HRTimeline
Hardy Reed LLC4,312$1M0.09%013F-HRTimeline
Broyhill Asset Management, LLC4,300$1000K0.88%13F-HRTimeline
WARNER FINANCIAL, INC4,282$996K0.43%+20813F-HRTimeline
Xcel Wealth Management, LLC4,271$993K0.28%+4813F-HRTimeline
MCF Advisors LLC4,266$992K0.07%013F-HRTimeline
Ellevest, Inc.4,255$989K0.06%013F-HRTimeline
Galvin, Gaustad & Stein, LLC4,250$988K0.09%-1,01013F-HRTimeline
17 CAPITAL PARTNERS, LLC4,235$985K0.62%+51113F-HRTimeline
Amplius Wealth Advisors, LLC4,223$982K0.1%-10313F-HRTimeline
SOL Capital Management CO4,200$977K0.11%013F-HRTimeline
Lavaca Capital LLC4,200$977K0.43%013F-HRTimeline
Biltmore Family Office, LLC4,199$976K0.16%-2,99513F-HRTimeline
One Capital Management, LLC4,195$976K0.03%-5013F-HRTimeline
Empire Financial Management Company, LLC4,195$975K0.3%+10013F-HRTimeline
DSG Capital Advisors, LLC4,162$968K0.18%13F-HRTimeline
SS&H Financial Advisors, Inc.4,116$958K0.35%013F-HRTimeline
MWA Asset Management4,116$957K0.64%-18613F-HRTimeline
Three Magnolias Financial Advisors, LLC4,109$955K1%13F-HRTimeline
Edge Financial Advisors LLC4,103$954K0.85%-1913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,102$954K0.01%013F-HRTimelineGroup
COOKSON PEIRCE & CO INC4,082$949K0.04%-17413F-HRTimeline
Geometric Wealth Advisors4,078$948K0.17%013F-HRTimeline
Blue Fin Capital, Inc.4,076$948K0.17%+913F-HRTimeline
Haven Private, LLC4,064$945K0.53%13F-HRTimeline
Game Plan Financial Advisors, LLC4,058$945K0.45%+90713F-HRTimeline
Bullock Wealth Management Group4,062$945K0.55%-4,07113F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,041$940K0.06%+1,86913F-HRTimeline
LOWERY THOMAS, LLC4,040$939K0.61%+613F-HRTimeline
Beacon Financial Advisory LLC4,039$939K0.31%-3813F-HRTimeline
Dana Investment Advisors, Inc.4,032$938K0.03%+11513F-HRTimeline
Sunflower Bank, N.A.4,030$937K0.26%-87913F-HRTimeline
Bluespring Wealth Management, LLC4,025$936K0.1%-47313F-HRTimeline
Eldridge Investment Advisors, Inc.4,013$933K0.22%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,003$931K0.03%+3513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …4,000$930K0.12%013F-HRTimelineGroup
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…4,000$930K0.41%-16,50013F-HRTimelineGroup
Aveo Capital Partners, LLC4,000$930K0.1%+2,34513F-HRTimeline
SMITH, MOORE & CO.3,977$925K0.08%+28413F-HRTimeline
Compagnie Lombard Odier SCmA3,970$923K0.01%+3,89013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,961$921K+59Timeline
Capital Square, LLC3,846$921K0.52%+1,78813F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC3,950$918K0.25%013F-HRTimeline
Mosley Wealth Management3,944$914K0.57%+65113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,925$913K0.52%new13F-HRTimeline
Severin Investments, LLC3,919$911K0.91%13F-HRTimeline
Whalen Wealth Management Inc.3,914$910K0.63%+2013F-HRTimeline
GR FINANCIAL GROUP, LLC3,909$909K0.15%new13F-HRTimeline
Annex Advisory Services, LLC3,907$909K0.03%+1613F-HRTimeline
Forza Wealth Management, LLC3,905$908K0.41%+4513F-HRTimeline
AssuredPartners Investment Advisors, LLC3,898$906K0.18%13F-HRTimeline
Delta Investment Management, LLC3,896$906K0.18%+713F-HRTimeline
M.E. ALLISON & CO., INC.3,894$905K1%13F-HRTimeline
MainStreet Investment Advisors LLC3,889$904K0.13%013F-HRTimeline
Nadler Financial Group, Inc.3,886$904K0.1%013F-HRTimeline
Aries Wealth Management3,880$902K0.25%-4813F-HRTimeline
Clare Market Investments LLC3,879$902K0.21%-10913F-HRTimeline
Pines Wealth Management, LLC3,937$901K0.39%13F-HRTimeline
Samalin Investment Counsel, LLC3,872$901K0.39%-1,55713F-HRTimeline
Pacific Wealth Strategies Group, Inc.3,869$900K0.63%013F-HRTimeline
Family Capital Management, Inc.3,866$899K0.54%-713F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC3,862$898K0.71%-40713F-HRTimeline
Red Door Wealth Management, LLC3,861$898K0.14%+71413F-HRTimeline
Cornerstone Capital, Inc.3,855$896K0.09%-79513F-HRTimeline
Disciplined Investments, LLC3,854$896K0.44%-31413F-HRTimeline
Beaumont Financial Advisors, LLC3,848$895K0.07%+2313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,848$895K0.23%-1,50613F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,846$894K0.17%+42213F-HRTimeline
JACKSON SQUARE CAPITAL, LLC3,840$893K0.22%-2813F-HRTimeline
Financial Partners Group, Inc3,828$890K0.13%-9613F-HRTimeline