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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
Geneva Partners, LLC1,649$383K0.16%-2313F-HRTimeline
Thompson David Blair1,648$383K0.28%13F-HRTimeline
Measured Risk Portfolios, Inc.1,645$382K0.43%13F-HRTimeline
Falcon Wealth Planning1,644$382K0.04%+4513F-HRTimeline
Darden Wealth Group Inc1,642$382K0.26%+18713F-HRTimeline
RTD Financial Advisors, Inc.1,640$381K0.05%013F-HRTimeline
Linscomb Wealth, Inc.1,638$381K0.02%013F-HRTimeline
IMA Advisory Services, Inc.1,638$381K0.05%new13F-HRTimeline
Paulson Wealth Management Inc.1,631$379K0.1%-14113F-HRTimeline
Integrated Capital Management, LLC1,628$379K0.2%013F-HRTimeline
VIAWEALTH, LLC1,629$379K0.23%-1813F-HRTimeline
Everhart Financial Group, Inc.1,626$378K0.08%-213F-HRTimeline
Ruggaard & Associates LLC1,623$377K0.17%013F-HRTimeline
Frazier Financial Advisors, LLC1,607$377K0.3%-17713F-HRTimeline
McIlrath & Eck, LLC1,619$376K0.05%-2913F-HRTimeline
IMS Capital Management1,617$376K0.17%+1713F-HRTimeline
Thomasville National Bank1,617$376K0.03%013F-HRTimeline
Berbice Capital Management LLC1,613$375K0.3%13F-HRTimeline
Douglass Winthrop Advisors, LLC1,609$374K0.01%013F-HRTimeline
JDM Financial Group LLC1,607$374K0.19%013F-HRTimeline
Old North State Trust, LLC1,597$371K0.24%013F-HRTimeline
Winthrop Capital Management, LLC1,584$371K0.1%+7813F-HRTimeline
WMG Financial Advisors, LLC1,594$371K0.16%-15213F-HRTimeline
JPL Wealth Management, LLC1,587$369K0.11%13F-HRTimeline
Vishria Bird Financial Group, LLC1,586$369K0.13%013F-HRTimeline
Wealth Watch Advisors, INC1,585$369K0.23%13F-HRTimeline
BSW Wealth Partners1,583$368K0.05%013F-HRTimeline
Optivise Advisory Services LLC1,580$367K0.2%-11113F-HRTimeline
Fielder Capital Group LLC1,580$367K0.11%013F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,605$367K0.3%13F-HRTimeline
Goldstone Financial Group, LLC1,576$366K0.06%+113F-HRTimeline
VERITY Wealth Advisors1,575$366K0.26%013F-HRTimeline
Apella Capital, LLC1,570$365K0.01%-20913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,569$365K0.05%+7013F-HRTimeline
GRIES FINANCIAL LLC1,562$363K0.06%-27113F-HRTimeline
BARRETT & COMPANY, INC.1,561$363K0.15%+90013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,559$362K0.18%-2213F-HRTimeline
N.E.W. Advisory Services LLC1,559$362K0.03%+48513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,557$362K0.01%013F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC1,557$362K0.18%-71213F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,555$361K0.13%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA1,552$361K0.07%013F-HRTimeline
Clarus Group, Inc.1,551$361K0.13%+113F-HRTimeline
Carl P. Sherr & Co., LLC1,550$360K0.19%013F-HRTimeline
Global Wealth Strategies & Associates1,550$360K0.11%013F-HRTimeline
Trivium Point Advisory, LLC1,550$360K0.05%-17013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV1,550$360K0.18%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC1,541$358K0.27%013F-HRTimeline
Asset Allocation Strategies LLC1,505$355K0.09%+44913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,526$355K<0.01%-4213F-HRTimelineGroup
JT Stratford LLC1,518$353K0.06%+213F-HRTimeline
Martel Wealth Advisors LLC1,518$353K0.07%013F-HRTimeline
Prairie Sky Financial Group LLC1,511$351K0.22%-9813F-HRTimeline
Octavia Wealth Advisors, LLC1,506$350K0.04%-413F-HRTimeline
ALTFEST L J & CO INC1,501$349K0.04%-213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,500$349K0.06%013F-HRTimeline
Paragon Capital Management LLC1,498$349K0.19%-5013F-HRTimeline
Aprio Wealth Management, LLC1,483$345K0.05%-3113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,478$344K0.02%013F-HRTimeline
Centric Wealth Management1,478$344K0.09%+4313F-HRTimeline
DIVERSIFIED TRUST CO1,478$344K0.01%new13F-HRTimeline
ALM First Financial Advisors, LLC1,806$343K0.08%013F-HRTimeline
NORDEN GROUP LLC1,475$343K0.04%013F-HRTimeline
ORG Partners LLC1,471$343K0.05%+77513F-HRTimeline
Southeast Asset Advisors, LLC1,467$341K0.04%+30013F-HRTimeline
Allie Family Office LLC1,466$341K0.19%013F-HRTimeline
Opulen Financial Group LLC1,466$341K0.31%13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,459$339K0.12%013F-HRTimeline
Cardinal Point Capital Management ULC1,456$339K0.05%013F-HRTimeline
REDW Wealth LLC1,453$338K0.12%-28013F-HRTimeline
UPTICK PARTNERS, LLC1,449$337K0.12%013F-HRTimeline
My Personal CFO, LLC1,446$336K0.17%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,440$335K0.16%013F-HRTimeline
Cadent Capital Advisors, LLC1,437$334K0.12%+24213F-HRTimeline
Capital Advantage, Inc.1,436$334K0.06%new13F-HRTimeline
Shared Vision Wealth Group LLC1,432$333K0.18%013F-HRTimeline
BANK OF STOCKTON1,430$333K0.1%new13F-HRTimeline
Second Line Capital, LLC1,428$332K0.09%-2613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,425$331K<0.01%-45713F-HRTimelineGroup
FIRST AMERICAN BANK1,423$331K0.02%013F-HRTimeline
Aerodigm Wealth, LLC1,423$331K0.2%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,423$331K0.04%new13F-HRTimeline
Tufton Capital Management1,419$330K0.06%013F-HRTimeline
Farrell Financial LLC1,416$329K0.24%+213F-HRTimeline
Aldebaran Financial Inc.1,395$327K0.38%-713F-HRTimeline
King Wealth Management Group1,407$327K0.05%+113F-HRTimeline
Pacific Center for Financial Services1,405$327K0.08%013F-HRTimeline
PICTET BANK & TRUST Ltd1,400$326K0.33%-85313F-HRTimeline
Ramirez Asset Management, Inc.1,400$326K0.07%013F-HRTimeline
Capitol Family Office, Inc.1,398$325K0.43%013F-HRTimeline
Allred Capital Management, LLC1,393$324K0.13%-20213F-HRTimeline
Equita Financial Network, Inc.1,395$324K0.12%+12513F-HRTimeline
SK Wealth Management, LLC1,389$323K0.16%013F-HRTimeline
Smith Thornton Advisors LLC1,385$322K0.2%013F-HRTimeline
TRUE Private Wealth Advisors1,376$320K0.04%-1413F-HRTimeline
Straight Path Wealth Management1,375$320K0.13%+113F-HRTimeline
Wealth Quarterback LLC1,375$320K0.15%+4913F-HRTimeline
Rice Partnership, LLC1,373$319K0.06%-10013F-HRTimeline
Capital Management Associates, Inc1,369$318K0.12%013F-HRTimeline
Plan Group Financial, LLC1,363$317K0.17%-3013F-HRTimeline
McCarthy & Cox1,362$317K0.11%013F-HRTimeline
Garden State Investment Advisory Servic…1,360$317K0.1%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,360$316K0.23%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,359$316K0.04%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,355$315K0.12%+6713F-HRTimeline
Impact Investors, Inc1,353$315K0.24%13F-HRTimeline
Spinnaker Investment Group, LLC1,352$314K0.08%013F-HRTimeline
Etesian Wealth Advisors, Inc.1,352$314K0.14%+5013F-HRTimeline
Sugarloaf Wealth Management, LLC1,352$314K0.06%+213F-HRTimeline
FRG Family Wealth Advisors LLC1,349$314K0.06%013F-HRTimeline
TFB Advisors LLC1,346$313K0.09%+4113F-HRTimeline
Nikulski Financial, Inc.1,345$313K0.09%013F-HRTimeline
Ironwood Investment Counsel, LLC1,344$313K0.05%+3413F-HRTimeline
CRUX WEALTH ADVISORS1,343$312K0.17%13F-HRTimeline
Geller Advisors LLC1,340$312K0.02%013F-HRTimeline
Hurlow Wealth Management Group, Inc.1,337$311K0.1%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,335$310K0.04%013F-HRTimelineGroup
Coastwise Capital Group, LLC1,333$310K0.25%-1413F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,334$309K0.14%-9813F-HRTimeline
LaSalle St. Investment Advisors, LLC1,329$309K0.1%+16413F-HRTimeline
EWG Elevate Inc.1,327$309K0.09%-48713F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,325$308K0.06%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,323$308K0.04%new13F-HRTimeline
Global Trust Asset Management, LLC1,323$308K0.12%+30213F-HRTimeline
Clark Wealth Partners1,322$307K0.24%13F-HRTimeline
Brown Miller Wealth Management, LLC1,322$307K0.12%-1,05913F-HRTimeline
Regency Capital Management Inc.\DE1,316$306K0.17%-313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,316$306K0.02%-5313F-HRTimelineGroup
Waterfront Wealth Inc.1,314$306K0.07%-3413F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,312$305K0.06%+113F-HRTimeline
Columbia Bank1,338$305K0.11%new13F-HRTimeline
Aspire Private Capital, LLC1,309$304K0.08%013F-HRTimeline
WR Wealth Planners, LLC1,307$304K0.1%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,305$303K0.16%013F-HRTimeline
Clearstead Trust, LLC1,304$303K0.07%013F-HRTimeline
Centiva Capital, LP1,303$303K0.01%-3,59713F-HRTimeline
UNION SAVINGS BANK1,303$303K0.15%013F-HRTimeline
Private Capital Management, LLC1,300$302K0.03%013F-HRTimeline
Widmann Financial Services, Inc.1,300$302K0.23%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,300$302K0.25%013F-HRTimeline
Executive Wealth Management, LLC1,298$302K0.02%+5313F-HRTimeline
OLIO Financial Planning1,294$301K0.11%013F-HRTimeline
Kessler Investment Group, LLC1,292$300K0.14%013F-HRTimeline
Integrated Investment Consultants, LLC1,291$300K0.06%013F-HR/ATimeline
Maxele Advisors, LLC1,288$300K0.29%13F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,282$298K0.11%-10,62013F-HR/ATimeline
Bell Investment Advisors, Inc1,279$297K0.06%+6013F-HRTimeline
WRAPMANAGER INC1,279$297K0.08%-1413F-HRTimeline
Dynamic Financial Group1,276$297K0.3%13F-HRTimeline
MSH Capital Advisors LLC1,273$296K0.09%-5213F-HRTimeline
Wellington Wealth Strategies, LLC.1,236$296K0.27%new13F-HRTimeline
Stonebridge Capital Advisors LLC1,269$295K0.02%+33213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,266$294K0.02%013F-HRTimelineGroup
Global Wealth Management Investment Adv…1,263$294K0.06%-4813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,262$293K0.02%013F-HRTimeline
Wealthstar Advisors, LLC1,253$291K0.13%13F-HRTimeline
Vise Technologies, Inc.1,251$291K0.02%+15513F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC1,250$291K0.23%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,249$290K0.29%13F-HRTimeline
Cadence Wealth Management LLC1,246$290K0.19%013F-HRTimeline
Greenwich Wealth Management LLC1,243$289K0.02%+113F-HRTimeline
WILLNER & HELLER, LLC1,242$289K0.25%-1413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,242$289K0.02%013F-HRTimeline
Flaharty Asset Management, LLC1,241$289K0.04%013F-HRTimeline
Three Bridge Wealth Advisors, LLC1,238$288K0.1%013F-HRTimeline
Burns Matteson Capital Management, LLC1,236$287K0.16%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,236$287K0.06%+213F-HRTimeline
Burt Wealth Advisors1,235$287K0.07%013F-HRTimeline
Schechter Investment Advisors, LLC1,231$286K0.02%013F-HRTimeline
Ascent Wealth Partners, LLC1,230$286K0.04%013F-HRTimeline
MN Wealth Advisors, LLC1,226$285K0.16%-113F-HRTimeline
Flagship Private Wealth, LLC1,225$285K0.14%+5613F-HRTimeline
Apeiron RIA LLC1,223$284K0.08%+2213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,220$284K0.01%-3813F-HRTimeline
Cove Private Wealth, LLC1,220$284K0.17%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,212$282K0.01%-12213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC1,206$280K0.02%013F-HRTimeline
Royal Fund Management, LLC1,203$280K0.03%+24713F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,205$280K0.13%013F-HRTimeline
TFC Financial Management, Inc.1,204$280K0.04%+113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC1,200$279K0.13%-30013F-HRTimeline
Miller Investment Management, LP1,198$279K0.03%-2913F-HRTimeline
Palogic Value Management, L.P.1,190$277K0.11%013F-HR/ATimeline
Summit Place Financial Advisors, LLC1,185$276K0.16%-6013F-HRTimeline
Rosenberg Matthew Hamilton1,184$275K0.07%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,180$274K0.03%013F-HRTimeline
Rolek Wealth Management LLC1,180$274K0.21%13F-HRTimeline
PARK NATIONAL CORP /OH/1,179$274K0.01%013F-HRTimeline
Curtis Advisory Group, LLC1,177$274K0.07%-1913F-HRTimeline
Provident Wealth Management, LLC1,176$273K0.09%-5513F-HRTimeline
PDS Planning, Inc1,175$273K0.02%+113F-HRTimeline
Opal Wealth Advisors, LLC1,170$272K0.08%+113F-HRTimeline
Horrell Capital Management, Inc.1,169$272K0.08%013F-HRTimeline
Canopy Partners, LLC1,168$272K0.1%013F-HRTimeline
Barnes Wealth Management Group, Inc1,167$271K0.18%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,165$271K0.01%013F-HRTimelineGroup
Atlas Brown,Inc.1,164$271K0.09%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,163$271K0.16%-8513F-HRTimeline
Rialto Wealth Management, LLC1,163$270K0.09%13F-HRTimeline
BURNEY CO/1,162$270K0.01%+213F-HRTimeline