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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
Brick & Kyle, Associates2,456$571K0.24%+4013F-HRTimeline
Centricity Wealth Management, LLC2,453$570K0.53%13F-HRTimeline
Obsidian Personal Planning Solutions LLC2,470$570K0.28%013F-HRTimeline
HOWE & RUSLING INC2,432$565K0.05%-4,41113F-HRTimeline
Insight Advisors, LLC/ PA2,409$565K0.1%+8913F-HRTimeline
Root Financial Partners, LLC2,426$564K0.07%+1,31813F-HRTimeline
TrueWealth Advisors, LLC2,418$562K0.19%-9213F-HRTimeline
Ackerman Capital Advisors, LLC2,407$560K0.15%013F-HRTimeline
Cambria Investment Management, L.P.2,401$558K0.03%new13F-HRTimeline
Empowered Funds, LLC2,401$558K0.01%new13F-HRTimeline
LEGACY FINANCIAL GROUP, INC.2,401$558K0.18%+1,06113F-HRTimeline
Gryphon Financial Partners LLC2,399$558K0.08%+24813F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,397$557K0.18%+9813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,397$557K0.13%013F-HRTimelineGroup
Lakeridge Wealth Management LLC2,394$557K0.29%+5113F-HRTimeline
SOA Wealth Advisors, LLC.2,393$556K0.1%+1413F-HR/ATimeline
WELCH CAPITAL PARTNERS LLC/NY2,390$556K0.12%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding2,406$554K+116Timeline
Alesco Advisors, LLC, An ESL Co2,379$553K0.02%013F-HRTimeline
TRUST CO OF VERMONT2,375$552K0.03%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,375$552K0.11%13F-HRTimeline
Physician Wealth Advisors, Inc.2,373$552K0.09%+31113F-HRTimeline
MATHER GROUP, LLC.2,356$548K0.01%+9513F-HRTimeline
WealthBridge Capital Management, LLC2,351$547K0.15%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC2,350$546K0.15%013F-HRTimeline
NorthCrest Asset Manangement, LLC2,350$546K0.02%+75313F-HR/ATimeline
Arcus Capital Partners, LLC2,621$546K0.17%+1,73513F-HRTimeline
Tyler-Stone Wealth Management2,346$546K0.1%-7113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,342$545K0.01%+26013F-HRTimelineGroup
Strategies Wealth Advisors, LLC2,299$543K0.07%+4413F-HRTimeline
SHUFRO ROSE & CO LLC2,310$537K0.04%013F-HRTimeline
JFG Wealth Management, LLC2,308$537K0.12%+5513F-HRTimeline
TRUST POINT INC.2,306$536K0.04%+26513F-HRTimeline
Mine & Arao Wealth Creation & Managemen…2,304$536K0.25%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,354$536K<0.01%013F-HRTimeline
Highview Capital Management LLC/DE/2,291$533K0.2%+413F-HR/ATimeline
Confluence Wealth Services, Inc.2,202$532K0.03%-15413F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX479$530K0.13%-1,82013F-HRTimeline
HTLF Bank2,275$529K0.06%+47213F-HRTimeline
Breakwater Investment Management2,273$528K0.22%013F-HR/ATimeline
Wolf Group Capital Advisors3,035$528K0.26%013F-HRTimeline
First Command Advisory Services, Inc.2,267$527K<0.01%+20913F-HRTimeline
Black Maple Capital Management LP2,260$525K0.4%013F-HRTimeline
Goepper Burkhardt LLC2,258$525K0.21%013F-HRTimeline
Clear Harbor Asset Management, LLC2,254$524K0.04%+43213F-HRTimeline
LexAurum Advisors, LLC2,251$523K0.1%013F-HRTimeline
Lunt Capital Management, Inc.2,239$521K0.2%new13F-HRTimeline
Meridian Financial Advisors, LLC2,234$519K0.36%-12513F-HRTimeline
Pinnacle Bancorp, Inc.2,230$519K0.17%013F-HRTimeline
SlateStone Wealth, LLC2,228$518K0.05%+34513F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…2,226$518K0.2%-20313F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC2,213$515K0.07%013F-HRTimeline
Register Financial Advisors LLC2,204$513K0.26%+2913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,203$512K0.08%new13F-HR/ATimeline
Copia Wealth Management2,195$510K0.49%13F-HRTimeline
Global Financial Private Client, LLC2,194$510K0.19%-1013F-HRTimeline
Kuhn & Co Investment Counsel2,187$509K0.43%+41113F-HRTimeline
Private Wealth Group, LLC2,186$508K0.25%013F-HRTimeline
Triumph Capital Management2,180$507K0.17%-3213F-HRTimeline
First International Bank & Trust2,178$506K0.16%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,175$506K0.14%-26013F-HRTimeline
First Nebraska Trust Co2,175$506K0.05%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,174$505K0.4%+15213F-HRTimeline
Stonegate Investment Group, LLC2,172$505K0.01%013F-HRTimeline
Veltria Advisors Corp.2,172$505K0.21%+51013F-HRTimeline
Smith Anglin Financial, LLC2,171$505K0.05%+44113F-HRTimeline
Fusion Capital, LLC2,170$504K0.2%-5013F-HRTimeline
Asset Management Group, Inc.2,169$504K0.09%+11513F-HRTimeline
Addison Advisors LLC2,166$504K0.14%013F-HRTimeline
Paladin Advisory Group, LLC2,165$503K0.39%-213F-HRTimeline
Vantage Financial Partners, LLC2,160$502K0.13%-1,61213F-HRTimeline
First Citizens Financial Corp2,155$501K0.27%+15013F-HRTimeline
Farmers National Bank2,153$501K0.15%13F-HRTimeline
Williams & Novak Wealth Management, LLC2,141$498K0.48%+2313F-HRTimeline
Summit X, LLC2,137$497K0.11%-3813F-HRTimeline
Retireful, LLC2,136$497K0.28%013F-HRTimeline
Campbell Wealth Management2,134$496K0.04%+3113F-HRTimeline
Hanson & Doremus Investment Management2,133$496K0.08%013F-HRTimeline
VICUS CAPITAL2,129$495K0.04%-10113F-HRTimeline
CERTUITY, LLC2,128$495K0.05%-23,32713F-HRTimeline
CRA Financial Services, LLC2,126$494K0.08%+113F-HRTimeline
White Lighthouse Investment Management …2,119$493K0.09%-20013F-HRTimeline
Stanich Group LLC2,119$493K0.37%13F-HRTimeline
IPG Investment Advisors LLC2,102$489K0.11%-8,61413F-HRTimeline
HM PAYSON & CO2,096$487K0.01%-6613F-HRTimeline
Plan A Wealth LLC2,093$487K0.45%13F-HRTimeline
Clark Capital Management Group, Inc.2,087$485K<0.01%+34913F-HRTimeline
SignalPoint Asset Management, LLC2,079$483K0.12%-11513F-HRTimeline
Wealthquest Corp2,077$483K0.04%013F-HRTimeline
WealthTrust Asset Management, LLC2,066$480K0.35%-24513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,066$480K0.01%+11613F-HRTimelineGroup
Longview Financial Advisors LLC2,059$479K0.32%13F-HRTimeline
Oakwell Private Wealth Management, LLC2,058$479K0.13%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,056$478K0.1%013F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.2,055$478K0.19%+44113F-HRTimeline
Granite Bay Wealth Management, LLC2,050$477K0.18%013F-HRTimeline
Guidance Point Advisors, LLC2,048$476K0.13%+313F-HRTimeline
Keystone Financial Services2,035$473K0.18%013F-HRTimeline
COURIER CAPITAL LLC2,031$472K0.03%013F-HRTimeline
Yeomans Consulting Group, Inc.2,031$472K0.18%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,030$472K0.19%+17713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,088$471K0.04%013F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC2,021$470K0.24%013F-HRTimeline
Parkside Financial Bank & Trust2,020$470K0.06%013F-HRTimeline
SEVEN MILE ADVISORY2,019$469K0.3%+1913F-HRTimeline
WT Wealth Management2,009$467K0.15%-25013F-HRTimeline
Concorde Asset Management, LLC1,998$465K0.24%-47913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,997$464K0.07%+59213F-HRTimeline
Archer Investment Corp1,994$464K0.12%013F-HRTimeline
Two West Capital Advisors LLC1,989$462K0.4%+57413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,988$462K0.03%+66813F-HRTimelineGroup
Traynor Capital Management, Inc.1,981$461K0.04%+7613F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,980$460K<0.01%new13F-HRTimeline
VESTOR CAPITAL, LLC1,978$460K0.04%-63713F-HRTimeline
Mainstream Capital Management LLC1,969$458K0.32%-4313F-HRTimeline
Cape Investment Advisory, Inc.1,963$457K0.18%-34413F-HRTimeline
Huntleigh Advisors, Inc.1,951$454K0.1%13F-HRTimeline
PARTHENON LLC1,950$453K0.05%-5013F-HRTimeline
Slagle Financial, LLC1,945$452K0.2%-2713F-HRTimeline
PROMETHIUM ADVISORS,LLC1,940$451K0.31%+1013F-HRTimeline
Mirador Capital Partners LP1,940$451K0.08%+17913F-HRTimeline
MRWM Advisors, LLC1,936$450K0.35%13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,934$450K0.41%13F-HRTimeline
Activest Wealth Management1,933$449K0.13%+1,26713F-HRTimeline
Stephens Consulting, LLC1,931$449K0.11%+113F-HRTimeline
Sebold Capital Management, Inc.1,927$448K0.3%+49613F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,925$448K0.03%013F-HRTimelineGroup
Gray Wealth Management Inc.1,918$446K0.17%-35413F-HRTimeline
Sovereign Financial Group, Inc.1,917$446K0.1%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,913$445K<0.01%013F-HRTimeline
Kendall Capital Management1,913$445K0.13%013F-HRTimeline
FSM Wealth Advisors, LLC1,918$442K0.11%-9813F-HRTimeline
Smith Salley Wealth Management1,897$441K0.03%+12913F-HRTimeline
MIdWestOne Financial Group, Inc.1,896$441K0.06%-15113F-HRTimeline
Avantra Family Wealth, Inc.1,890$440K0.41%13F-HRTimeline
TRUST CO OF OKLAHOMA1,886$439K0.14%-813F-HRTimeline
Delta Financial Group, Inc.1,886$438K0.1%013F-HRTimeline
Axos Invest Inc.1,875$436K0.32%-12913F-HRTimeline
Florida Trust Wealth Management Co1,869$435K0.01%new13F-HRTimeline
Synergy Investment Management, LLC1,869$434K0.19%13F-HRTimeline
Creekside Partners1,858$432K0.22%013F-HRTimeline
Waldron Private Wealth LLC1,854$431K0.02%-2,15013F-HRTimeline
Betterment LLC1,853$431K<0.01%+68813F-HRTimeline
Atlantic Edge Private Wealth Management…1,853$431K0.13%013F-HRTimeline
Procyon Advisors, LLC1,844$429K0.03%-4,35113F-HRTimeline
Facet Wealth, Inc.1,841$429K0.01%+4213F-HRTimeline
HOLDERNESS INVESTMENTS CO1,842$428K0.09%+31213F-HRTimeline
Gateway Wealth Partners, LLC1,842$428K0.11%+6013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,840$428K0.14%013F-HRTimeline
JGP Wealth Management, LLC1,830$426K0.06%013F-HRTimeline
BCS Wealth Management1,829$425K0.11%-2413F-HRTimeline
TruWealth Advisors, LLC1,827$425K0.03%+113F-HRTimeline
Kellett Wealth Advisors, LLC1,827$425K0.29%+113F-HRTimeline
Foundation Wealth Management, LLC1,822$424K0.33%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,819$423K<0.01%+12313F-HRTimelineGroup
USA FINANCIAL FORMULAS1,814$422K0.07%-39913F-HRTimeline
Private Capital Advisors, Inc.1,810$421K0.05%013F-HRTimeline
Towercrest Capital Management1,808$420K0.07%013F-HRTimeline
Continuum Advisory, LLC1,807$420K0.05%-1,63813F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,800$419K0.2%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,800$419K0.03%+2613F-HRTimeline
WealthTrust Axiom LLC1,797$418K0.12%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,793$417K0.05%013F-HRTimeline
MEANS INVESTMENT CO., INC.1,790$416K0.04%+3313F-HRTimeline
Tanglewood Legacy Advisors, LLC1,780$414K0.18%013F-HRTimeline
Gray Private Wealth, LLC1,779$414K0.25%+113F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.1,779$414K0.02%-1,43513F-HRTimelineGroup
Southland Equity Partners LLC1,778$413K0.1%+113F-HRTimeline
Impact Partnership Wealth, LLC1,777$413K0.08%+32313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,773$412K0.05%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,771$412K0.08%-613F-HRTimeline
Schneider Downs Wealth Management Advis…1,769$411K0.08%013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE1,760$409K0.12%013F-HRTimeline
Wilkins Miller Wealth Management, LLC1,758$409K0.43%13F-HRTimeline
LINCOLN CAPITAL CORP1,757$409K0.17%+25713F-HRTimeline
HMS Capital Management, LLC1,754$408K0.2%013F-HRTimeline
Seed Wealth Management, Inc.1,751$407K0.33%013F-HRTimeline
Pathway Financial Advisers, LLC1,844$407K0.14%+22113F-HRTimeline
Stone Summit Wealth LLC1,746$406K0.14%-22713F-HRTimeline
Trinity Financial Advisors LLC1,746$405K0.15%+3113F-HRTimeline
Blankinship & Foster, LLC1,734$403K0.1%+17713F-HRTimeline
Financial Council, LLC1,733$403K0.21%013F-HRTimeline
Rockwood Wealth Management, LLC1,711$401K0.04%+14513F-HRTimeline
Evernest Financial Advisors, LLC1,722$400K0.1%-7113F-HRTimeline
StrongBox Wealth, LLC1,722$400K0.17%-40113F-HRTimeline
Paragon Private Wealth Management, LLC1,719$400K0.18%-1013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,709$397K0.14%+4013F-HRTimeline
Family Firm, Inc.1,706$397K0.09%-6313F-HRTimeline
Coordinated Financial Services, Inc.1,705$396K0.31%13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/1,700$396K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC1,700$395K0.05%013F-HRTimeline
NOVUS ADVISORS, LLC1,700$395K0.39%13F-HRTimeline
Charter Oak Capital Management, LLC1,699$395K0.04%-9413F-HRTimeline
Aurora Private Wealth, Inc.1,697$395K0.3%+13313F-HRTimeline
BEACON FINANCIAL GROUP1,687$392K0.04%013F-HRTimeline
Clayton Financial Group LLC1,669$388K0.14%+7613F-HRTimeline
1ST SOURCE BANK1,668$388K0.02%+11813F-HRTimeline
WealthPLAN Partners, LLC1,665$387K0.05%-85613F-HRTimeline
TBH Global Asset Management, LLC1,664$387K0.09%+24113F-HRTimeline
Gallacher Capital Management LLC1,657$385K0.19%+4613F-HRTimeline