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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,514,706$2.91B0.27%-100,92113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,999,702$2.56B0.62%+250,39713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,863,151$2.29B0.16%+222,58713F-HR/ATimelineGroup
LPL Financial LLC7,473,687$1.74B0.71%+476,23813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,735,413$1.33B0.34%+238,02413F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,657,499$1.32B0.29%+596,22913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,505,694$1.28B+176,845Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,311,722$1.24B0.24%+738,44213F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp5,133,748$1.19B13.03%+753,88313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,364,293$1.01B0.37%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,888,495$672M0.15%+42,29813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,655,289$617M0.97%-23,65613F-HRTimelineGroup
Janney Montgomery Scott LLC2,573,172$598M1.66%-77,04713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD2,555,694$594M2.96%+1,064,11813F-HRTimelineGroup
WestEnd Advisors, LLC1,967,050$457M11.65%-50,46513F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,874,535$436M-91,764Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,782,539$414M0.03%+304,07713F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,705,408$397M6.49%+682,70213F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN1,666,830$396M2.41%-278,63913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,515,929$352M0.05%+27,95913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,438,210$334M0.44%+3,58813F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,356,251$315M6.16%+146,24213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,320,115$307M+245,773Timeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding1,266,500$294M-307,851Timeline
Main Management ETF Advisors, LLCgroup of 2 filers holding1,142,149$266M+35,376Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,026,723$239M0.38%+491,17013F-HRTimelineGroup
CW Advisors, LLC994,002$231M3.18%-22,48513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.988,898$230M2.19%-13,35213F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …973,094$226M3.25%-3,74913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC944,773$220M0.32%+21,45613F-HRTimeline
STATE STREET CORPin group STATE STREET CORP906,492$211M0.01%-536,90713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…848,092$197M0.51%+10,58113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.834,081$194M<0.01%-932,03513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…833,951$194M0.13%-6,21513F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO799,885$186M2.01%-130,81513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP779,010$181M0.19%+10,12313F-HRTimelineGroup
Cetera Investment Advisers775,594$180M0.38%+9,69313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS738,650$172M0.49%-36,83413F-HRTimeline
HighTower Advisors, LLC723,322$168M0.23%+49,11013F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment700,000$163M1.42%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.699,065$163M0.37%-43,46313F-HR/ATimelineGroup
KCM INVESTMENT ADVISORS LLC692,754$161M5.55%-12,14913F-HRTimeline
EP Wealth Advisors, LLC684,800$159M1.3%+9,10413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC654,288$152M0.15%+16,96413F-HRTimeline
1832 Asset Management L.P.650,037$151M0.27%+637,86713F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC636,744$148M7.16%-52,19313F-HRTimelineGroup
RiverFront Investment Group, LLC612,484$142M3.24%+13,33313F-HRTimeline
J.Safra Asset Management Corp576,876$135M11%+179,96013F-HRTimeline
Mariner, LLCin group Mariner, LLC556,618$129M0.22%+29,89613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/540,294$126M0.06%-465,20213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP592,803$124M0.21%+11,94513F-HRTimelineGroup
Private Advisor Group, LLC523,468$122M0.69%-36,74713F-HRTimeline
Conservest Capital Advisors, Inc.490,520$114M11.78%-31,76713F-HRTimeline
Cambridge Investment Research Advisors,…489,994$114M0.38%-107,50113F-HRTimeline
Advisory Alpha, LLC482,796$112M4%+2,86213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT475,141$110M7.24%+1,92213F-HRTimelineGroup
TD Asset Management Inc470,685$109M0.1%-62513F-HRTimeline
Bellwether Advisors, LLC467,598$109M19.44%+149,96013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding452,255$105M+4,436Timeline
CWM, LLCin group CWM, LLC445,991$104M0.43%-9,61413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS444,538$103M0.08%+135,01313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC443,060$103M0.36%+105,09413F-HRTimeline
Provida Pension Fund Administrator442,629$103M2.1%-950,01513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC438,557$102M0.05%-451,03913F-HR/ATimelineGroup
SPINNAKER TRUST414,737$96.4M6.08%-7,38513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding414,125$96.3M-3,011Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC385,570$89.7M2.58%+17,02713F-HRTimeline
SG Americas Securities, LLC368,192$85.6M0.37%-129,47313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC358,762$83.4M0.08%+18,62213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…315,401$73.3M3.19%+7,12413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…315,387$73.3M0.14%+28,79813F-HR/ATimeline
Trek Financial, LLC314,147$73M5.46%+1,90013F-HRTimeline
Parker Investment Management, LLC312,963$72.8M11.34%-7,75613F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…305,000$71.5M0.95%013F-HRTimelineGroup
Cornerstone Advisors, LLC298,600$69.4M2.77%+6,20013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC283,225$65.9M0.18%-49,20713F-HRTimelineGroup
Wharton Business Group, LLC281,521$65.5M2.95%-5,10013F-HRTimeline
Foundations Investment Advisors, LLC273,696$63.6M1.23%+32,86613F-HRTimeline
Capital Investment Advisors, LLC271,858$63.2M1.29%+1,95313F-HRTimeline
Evolution Wealth Advisors, LLC258,646$60.1M10.06%+46,19913F-HRTimeline
Integrated Wealth Concepts LLC254,336$59.1M0.69%+43,24513F-HRTimeline
CoreCap Advisors, LLC253,650$59M2.69%-4,58013F-HRTimeline
Full Sail Capital, LLC253,208$58.9M3.75%+6,47113F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …250,800$58.3M9.58%013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding250,629$58.3M+16,157Timeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC248,467$57.8M0.26%+36,58013F-HRTimelineGroup
Sanctuary Advisors, LLC246,088$57.1M0.36%+7,22213F-HRTimeline
Eisler Capital Management Ltd.234,641$54.4M1.81%13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.228,632$53.6M0.56%+211,08413F-HRTimeline
IMZ Advisory Inc227,910$53M24.18%+1,76513F-HRTimeline
Ashton Thomas Private Wealth, LLC226,090$52.6M2.05%+15,13513F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC220,445$51.1M8.23%+168,59913F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD219,686$51.1M0.86%-5,90913F-HRTimelineGroup
TD Waterhouse Canada Inc.220,081$51.1M0.41%+15,35613F-HRTimeline
OLD NATIONAL BANCORP /IN/216,934$50.4M1.2%+7,51513F-HRTimeline
Kingsview Wealth Management, LLC214,671$49.9M0.97%+40,00613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…210,360$49.2M0.1%+35,56913F-HRTimelineGroup
Salomon & Ludwin, LLC206,273$48M5.08%-12,14313F-HRTimeline
Creative Planningin group Creative Planning204,521$47.6M0.05%+3,75513F-HRTimelineGroup
United Asset Strategies, Inc.192,483$44.8M4.11%-1,37013F-HRTimeline
Graypoint LLC192,126$44.7M2.7%-9,52813F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC190,792$44.4M0.11%+161,09213F-HRTimelineGroup
Moment Partners, LLC190,455$44.3M8.44%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT190,405$44.3M1.79%-78113F-HRTimeline
FMR LLCin group FMR LLC187,333$43.6M<0.01%+11,01813F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding180,064$42.1M+51,875Timeline
COMERICA BANK179,380$41.7M0.17%+1,00113F-HR/ATimeline
CHEMUNG CANAL TRUST CO178,818$41.6M8.67%-4,53813F-HRTimeline
Spectrum Wealth Counsel, LLC178,794$41.6M4.89%+28713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK176,730$41.1M0.25%+6,58113F-HRTimelineGroup
MAI Capital Management174,101$40.5M0.3%-1,47413F-HRTimeline
Krilogy Financial LLC173,285$40.3M2.69%+2,29813F-HRTimeline
Carnegie Investment Counsel168,481$39.2M1.13%+7013F-HRTimeline
Atria Wealth Solutions, Inc.167,684$39M0.43%-2,87513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.166,242$38.7M0.53%+5,20813F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …165,168$38.4M5.81%-63413F-HRTimeline
Steward Partners Investment Advisory, L…163,906$38.1M0.34%+16,88313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC160,970$37.4M0.08%+54,45013F-HRTimelineGroup
Stillwater Capital Advisors, LLC160,435$37.3M4.61%+3,05713F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC158,934$37M0.35%-37,71013F-HRTimelineGroup
Independent Advisor Alliance157,967$36.7M0.49%+156,99013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC155,687$36.2M0.23%-3,38413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…154,023$35.8M0.18%-1,69713F-HRTimeline
Janney Capital Management LLC151,719$35.3M2.33%-3,05313F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.150,448$35M0.1%+130,44813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.149,029$34.7M0.07%+23,57513F-HRTimelineGroup
DAVENPORT & Co LLC148,983$34.6M0.2%+31,90713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding147,083$34.2M+25,977Timeline
Asset Advisors Investment Management, L…143,483$33.4M3.49%-84013F-HRTimeline
Nan Shan Life Insurance Co., Ltd.143,204$33.3M0.8%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…140,966$32.8M0.64%-2,69113F-HRTimelineGroup
Marks Wealth, LLC140,892$32.8M15.77%+12,22913F-HRTimeline
First Interstate Bank140,607$32.7M1.98%+65413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …139,640$32.5M0.51%013F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC138,348$32.2M3.32%-13,43913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP138,054$32.1M0.47%+2213F-HRTimeline
RFG Advisory, LLC137,175$31.9M0.9%+17,54513F-HRTimeline
AlphaStar Capital Management, LLC137,149$31.9M3.33%+24,17513F-HRTimeline
Prosperity Consulting Group, LLC135,327$31.5M2.37%+21,11613F-HRTimeline
Dakota Wealth Management135,260$31.5M0.72%-1,93013F-HRTimeline
NWF Advisory Services Inc.134,457$31.3M4.58%+1,44613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC133,782$31.1M0.63%+46,18713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp133,205$31M0.1%+1,01713F-HRTimelineGroup
Intrua Financial, LLC131,316$30.5M4.96%+6,37013F-HRTimeline
&PARTNERS128,538$30.3M0.36%+68,39413F-HRTimeline
WBH ADVISORY INC129,980$30.2M2.8%+4,94413F-HRTimeline
Robertson Stephens Wealth Management, L…129,020$30M1.07%+8,42213F-HRTimeline
BRAVE ASSET MANAGEMENT INC127,875$29.7M9.46%-3,09013F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding127,919$29.7M0Timeline
Gratus Wealth Advisors, LLC126,519$29.4M4.71%+1,78213F-HRTimeline
First Horizon Advisors, Inc.126,214$29.3M0.82%-98513F-HRTimeline
Black Swift Group, LLC124,438$28.9M6.13%+5,32813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…123,657$28.8M0.78%+94413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC123,130$28.6M1.5%+88,21313F-HRTimeline
Biltmore Wealth Management, LLC122,988$28.6M11.91%-50913F-HRTimeline
IHT Wealth Management, LLC122,459$28.5M0.92%-6,08413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC122,424$28.5M0.29%+33,42913F-HRTimelineGroup
Yarbrough Capital, LLC122,040$28.4M1.09%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC121,361$28.2M0.18%+35613F-HRTimelineGroup
Ayalon Insurance Comp Ltd.120,824$28.1M8.68%-52013F-HRTimeline
Advisory Services Network, LLC118,852$27.6M0.51%+49113F-HRTimeline
Premier Path Wealth Partners, LLC118,373$27.5M4.19%+2,09613F-HRTimeline
CIBC WORLD MARKET INC.117,729$27.4M0.06%-8,17413F-HRTimeline
Clarity Financial LLC117,535$27.3M3.27%-1,32813F-HRTimeline
BAILARD, INC.117,087$27.2M0.7%-24213F-HRTimeline
Strategic Point Investment Advisors, LLC116,544$27.1M4.42%-48113F-HRTimeline
MARTIN & CO INC /TN/116,000$27M6.68%-4,42313F-HRTimeline
ARS Wealth Advisors Group, LLC115,970$27M3.71%-63813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV114,751$26.7M0.07%-165,90313F-HRTimeline
Vickerman Investment Advisors, Inc.110,842$25.8M7%-3,05913F-HRTimeline
Cresset Asset Management, LLC110,351$25.7M0.12%-90,88513F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…110,000$25.6M0.05%+50,00013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.109,864$25.5M3.24%+3,36613F-HRTimeline
Wealthfront Advisers LLC109,651$25.5M0.07%+4,48313F-HR/ATimeline
Northeast Financial Consultants Inc107,300$24.9M1.05%-2,55113F-HRTimeline
Buffington Mohr McNeal106,799$24.8M4.12%+22013F-HRTimeline
Essex LLC106,782$24.8M5.21%-1,10913F-HRTimeline
Fairfield Financial Advisors, LTD106,678$24.8M8.74%-1,22013F-HRTimeline
J.W. COLE ADVISORS, INC.104,464$24.3M0.98%+5,35613F-HRTimeline
OAKWORTH CAPITAL, INC.104,120$24.2M1.67%-1213F-HRTimeline
Atria Investments, Inc103,846$24.1M0.3%+23,10513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP103,737$24.1M0.42%+59,74413F-HRTimelineGroup
High Note Wealth, LLC103,063$24M6.24%-84813F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding102,450$23.8M+7,450Timeline
TAIYO LIFE INSURANCE CO102,200$23.8M1.93%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100,813$23.4M0.02%+33,00713F-HRTimelineGroup
IFP Advisors, Inc100,745$23.4M0.77%+10,49213F-HRTimeline
Qube Research & Technologies Ltd100,369$23.3M0.04%new13F-HRTimeline
Long Run Wealth Advisors, LLC99,966$23.2M5.57%-8,47313F-HRTimeline
Roble, Belko & Company, Inc99,445$23.1M3.67%-47613F-HRTimeline
Quantinno Capital Management LP98,611$22.9M0.23%+23,72913F-HRTimeline
Tiller Private Wealth, Inc.97,474$22.7M9.61%+46113F-HRTimeline
Joel Isaacson & Co., LLC96,872$22.5M1.02%-28113F-HRTimeline
Stonebridge Financial Group, LLC96,530$22.4M2.47%13F-HRTimeline
TIFF ADVISORY SERVICES, LLC96,003$22.3M7.27%013F-HRTimeline
Rothschild Capital Partners, LLC95,895$22.3M5.41%+28,05013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp95,806$22.3M0.67%-3,59613F-HRTimelineGroup
NewEdge Advisors, LLC95,461$22.2M0.13%-1,41813F-HRTimeline
Callan Capital, LLC94,519$22M1.61%-4,46413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC92,708$21.6M0.02%-22,63813F-HRTimelineGroup