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Disclosery

XLP SELECT SECTOR SPDR TR

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STATE STREET CON (fund)

1,188 managers (1,197 13F filers) reported a position in XLP shares at 2024-12-31, 172,049,395 shares in all. 88 filers opened a position and 99 filers sold out during the quarter.

Managers
1,188
13F filers
1,197
New
88
Added
428
Reduced
422
Sold out
99
Shares held by filers
172,049,395

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
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…22,817$1.79M1.36%13F-HR/ATimelineGroup
M3 Advisory Group, LLC22,723$1.79M1.28%+15213F-HRTimeline
McKinley Carter Wealth Services, Inc.22,577$1.77M0.11%-3,25613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,427$1.76M+726Timeline
Navis Wealth Advisors, LLC22,412$1.76M1.92%+14213F-HRTimeline
Castleview Partners, LLC22,424$1.76M0.95%-4,65813F-HR/ATimeline
Federation des caisses Desjardins du Qu…22,337$1.76M0.01%-23813F-HRTimeline
Affiance Financial, LLC22,320$1.75M0.42%-97013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.22,248$1.75M0.22%-15013F-HRTimeline
TD Waterhouse Canada Inc.22,193$1.74M0.01%-93,64113F-HRTimeline
Ranch Capital Advisors Inc.21,986$1.73M0.82%+1,42813F-HRTimeline
JBGlobal.com LLC21,850$1.72M1.81%13F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD21,805$1.71M1.36%013F-HRTimeline
Shepherd Financial Partners LLC21,594$1.7M0.2%+18313F-HRTimeline
First Horizon Advisors, Inc.21,426$1.68M0.05%-67913F-HRTimeline
Zullo Investment Group, Inc.21,255$1.67M0.67%-16213F-HRTimeline
BFSG, LLC21,191$1.67M0.19%-3,99813F-HRTimeline
Venturi Wealth Management, LLC20,899$1.64M0.08%-12,25413F-HRTimeline
Virtue Capital Management, LLC20,700$1.63M0.33%-1,11513F-HRTimeline
Bank of Marin20,664$1.62M1.28%+6813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,624$1.62M0.13%-5,58513F-HR/ATimeline
CENTRAL TRUST Co20,524$1.61M0.04%-8913F-HRTimeline
Wealthfront Advisers LLC20,381$1.6M<0.01%-62213F-HR/ATimeline
Essex LLC20,357$1.6M0.34%+1,16713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA20,331$1.6M0.36%+11113F-HRTimeline
Miller Investment Management, LP20,269$1.59M0.17%013F-HRTimeline
Bray Capital Advisors20,229$1.59M0.43%-76513F-HRTimeline
Aster Capital Management (DIFC) Ltd20,110$1.58M0.6%new13F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…20,000$1.57M0.06%+5,00013F-HRTimelineGroup
WESPAC Advisors SoCal, LLC19,973$1.57M0.36%-8,94613F-HRTimeline
SCOTIA CAPITAL INC.19,969$1.57M0.01%+2,15313F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC19,696$1.55M0.39%-36213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,899$1.54M<0.01%+1,37313F-HRTimelineGroup
Counterweight Ventures, LLC19,491$1.53M1.08%+71213F-HRTimeline
CTC Alternative Strategies, Ltd.19,200$1.51M1.96%new13F-HRTimeline
AMI INVESTMENT MANAGEMENT INC19,196$1.51M0.49%+11,54413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.19,079$1.5M0.02%+4,02713F-HRTimelineGroup
Chesapeake Wealth Management18,967$1.49M0.51%-39413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/18,882$1.48M<0.01%+8,90113F-HRTimelineGroup
Westside Investment Management, Inc.18,826$1.48M0.31%-4113F-HRTimeline
Asset Allocation Strategies LLC18,331$1.48M0.36%-7,09413F-HRTimeline
COURIER CAPITAL LLC18,634$1.46M0.1%-2,75313F-HRTimeline
HBW ADVISORY SERVICES LLC18,471$1.45M0.15%+1,09413F-HRTimeline
PLANNING DIRECTIONS INC18,414$1.45M0.84%-1,41113F-HRTimeline
Moloney Securities Asset Management, LLC18,365$1.44M0.19%+95613F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC18,243$1.43M1.82%-31913F-HRTimeline
CMG Global Holdings, LLC18,556$1.43M0.79%+72513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC18,204$1.43M0.64%13F-HRTimeline
Mutual Advisors, LLC18,604$1.43M0.04%-1,69913F-HRTimeline
Treynor Bancshares, Inc.18,138$1.43M1.5%-47213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd18,100$1.42M0.02%new13F-HRTimelineGroup
Keebeck Wealth Management17,899$1.41M0.2%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC17,872$1.4M0.79%+3,18413F-HRTimeline
MORTON COMMUNITY BANK17,796$1.4M0.37%+8313F-HRTimeline
Choate Investment Advisors17,792$1.4M0.03%013F-HRTimeline
MontVue Capital Management, Inc.17,788$1.4M1.07%+1013F-HRTimeline
SYON CAPITAL LLC17,768$1.4M0.13%-21613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,740$1.39M0.01%-1,12313F-HRTimelineGroup
Brueske Advisory Services, LLC17,689$1.39M1.24%13F-HRTimeline
STRAIGHTLINE GROUP LLC17,636$1.39M0.91%13F-HRTimeline
Mechanics Bank Trust Department17,411$1.37M0.18%-1,06013F-HRTimeline
Crescent Grove Advisors, LLC17,344$1.36M0.14%-47013F-HRTimeline
First National Bank of Hutchinson17,162$1.35M0.82%013F-HRTimeline
Vantage Financial Partners, LLC17,146$1.35M0.34%+1,92413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A17,122$1.35M<0.01%-33213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,993$1.34M<0.01%+13,09313F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK16,874$1.33M0.01%+22013F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC16,862$1.33M0.01%+18913F-HRTimeline
High Note Wealth, LLC16,790$1.32M0.34%-33713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC16,754$1.32M0.68%+43313F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.16,639$1.31M0.57%-2,84313F-HRTimeline
Jacobi Capital Management LLC16,605$1.31M0.1%-18013F-HRTimeline
J.Safra Asset Management Corp16,582$1.3M0.11%-297,14413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16,321$1.28M0.13%+30613F-HRTimelineGroup
Colony Family Offices, LLC16,294$1.28M0.4%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC16,290$1.28M0.35%+1,56613F-HRTimeline
Quest 10 Wealth Builders, Inc.16,216$1.27M1.27%13F-HRTimeline
Weaver Capital Management LLC16,144$1.27M0.36%-20613F-HRTimeline
Wilmington Savings Fund Society, FSB16,120$1.27M0.02%-85613F-HRTimeline
V2 Financial group LLC16,055$1.26M0.77%+30013F-HRTimeline
Cabana LLC16,032$1.26M6.24%+2,53613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,943$1.25M0.02%-23,08913F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC15,939$1.25M0.04%+2,33113F-HRTimeline
WESBANCO BANK INC15,936$1.25M0.04%-23413F-HRTimeline
Caprock Group, LLC15,923$1.25M0.04%+5,44913F-HRTimeline
Hudock, Inc.15,877$1.25M0.22%+25013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,865$1.25M0.01%-31413F-HRTimelineGroup
BANQUE PICTET & CIE SA15,790$1.24M0.01%013F-HRTimeline
Midwest Financial Group LLC15,776$1.24M0.71%-1,01013F-HRTimeline
Gladstone Institutional Advisory LLC15,712$1.24M0.06%-46,20113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,705$1.23M0.09%+4013F-HRTimeline
Boltwood Capital Management15,481$1.22M0.37%-11213F-HRTimeline
Advyzon Investment Management, LLC15,479$1.22M0.47%13F-HRTimeline
CWC Advisors, LLC.15,331$1.21M1.2%+34313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.15,208$1.2M0.36%+19113F-HRTimeline
Meridian Wealth Management, LLC15,199$1.19M0.06%-12113F-HRTimeline
Terra Nova Asset Management LLC15,052$1.18M0.9%+21113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,045$1.18M0.05%-1,90513F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC14,951$1.18M0.52%13F-HRTimeline
Darwin Wealth Management, LLC14,918$1.17M0.39%-23,43713F-HR/ATimeline
Ironwood Investment Counsel, LLC14,665$1.15M0.2%new13F-HRTimeline
Fiduciary Group, LLC14,629$1.15M0.12%+1,56813F-HRTimeline
Cushing Capital Partners, LLC14,589$1.15M1.1%13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC14,530$1.14M0.22%+3,42513F-HRTimeline
PFG Investments, LLC14,453$1.14M0.07%-8213F-HRTimeline
Wedmont Private Capital14,875$1.14M0.06%+1,11313F-HRTimeline
Lodge Hill Capital, LLC14,400$1.13M0.31%-15,00013F-HRTimeline
AAFMAA Wealth Management & Trust LLC14,341$1.13M0.49%+36913F-HRTimeline
Glass Jacobson Investment Advisors llc14,322$1.13M0.37%-60313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMERCE BANKin group COMMERCE BANK14,278$1.12M0.01%+60313F-HRTimelineGroup
Jackson Hole Capital Partners, LLC14,242$1.12M0.23%-33313F-HRTimeline
Avitas Wealth Management LLC14,229$1.12M0.15%-82313F-HRTimeline
10Elms LLP14,124$1.11M1.15%13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC14,097$1.11M0.2%-50113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co13,880$1.09M0.08%-3,04413F-HRTimelineGroup
Crews Bank & Trust13,874$1.09M0.18%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,731$1.08M0.01%+7,72913F-HRTimeline
PCG ASSET MANAGEMENT, LLC13,704$1.08M0.94%13F-HRTimeline
RDA Financial Network13,613$1.07M0.31%-15913F-HRTimeline
RiverGlades Family Offices LLC13,605$1.07M0.76%+70513F-HRTimeline
City Center Advisors, LLC13,594$1.07M1.2%+64513F-HRTimeline
HB Wealth Management, LLC13,554$1.07M0.01%+47413F-HRTimeline
Kovack Advisors, Inc.13,514$1.06M0.1%+2,22213F-HRTimeline
D.A. DAVIDSON & CO.13,463$1.06M0.01%-1,69513F-HRTimeline
Objective Capital Management, LLC13,394$1.05M0.7%+2013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,371$1.05M0.07%-14,62313F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC13,366$1.05M0.08%-44013F-HRTimeline
Valeo Financial Advisors, LLC13,261$1.04M0.03%+20713F-HRTimeline
Burford Brothers, Inc.13,024$1.02M0.5%+2,21113F-HRTimeline
Purus Wealth Management, LLC12,989$1.02M0.4%+7,48413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,934$1.02M0.09%new13F-HRTimelineGroup
Windsor Capital Management, LLC12,892$1.01M0.3%+113F-HRTimeline
HIGHLAND PEAK CAPITAL, LLC12,783$1M0.7%013F-HRTimeline
McAdam, LLC12,528$985K0.05%+22713F-HRTimeline
PFG Advisors12,330$969K0.06%-1,86213F-HRTimeline
NAVELLIER & ASSOCIATES INC12,288$966K0.12%+1,89113F-HRTimeline
Luminist Capital LLC12,269$964K1.68%13F-HRTimeline
ARS Investment Partners, LLC12,234$962K0.09%+36613F-HRTimeline
Donald L. Hagan, LLC12,202$959K0.5%-7,77313F-HRTimeline
RoundAngle Advisors LLC12,152$955K0.91%13F-HRTimeline
UPTICK PARTNERS, LLC12,081$950K0.34%+8,66713F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,926$938K0.05%-24113F-HR/ATimeline
Provida Pension Fund Administrator11,905$936K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC11,888$934K0.12%-32213F-HRTimeline
World Investment Advisors11,883$934K0.03%+8,08513F-HRTimeline
Golden State Wealth Management, LLC11,818$929K0.14%13F-HRTimeline
Belpointe Asset Management LLC11,098$914K0.06%-2,01213F-HRTimeline
RATIONAL ADVISORS, INC.11,627$914K0.09%new13F-HRTimeline
Prospera Financial Services Inc11,559$909K0.02%-3113F-HRTimeline
OKABENA INVESTMENT SERVICES INC11,534$907K0.25%+87913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC11,531$906K0.09%-23613F-HRTimeline
Pine Valley Investments Ltd Liability Co11,527$906K0.06%-2,29213F-HRTimeline
Waldron Private Wealth LLC11,364$893K0.04%+7013F-HRTimeline
O'ROURKE & COMPANY, Inc11,327$890K0.44%+38813F-HRTimeline
Soltis Investment Advisors LLC11,217$882K0.08%-47613F-HRTimeline
Gradient Capital Advisors, LLC11,195$880K0.28%-3413F-HRTimeline
Berkeley Capital Partners, LLC11,158$877K0.24%+5,46313F-HRTimeline
Welch Group, LLC11,169$875K0.04%new13F-HRTimeline
Mission Creek Capital Partners, Inc.11,121$874K0.19%+4613F-HRTimeline
Beacon Pointe Advisors, LLC11,120$874K0.01%+1,56213F-HRTimeline
Thrive Capital Management, LLC11,063$870K0.4%+2,51313F-HRTimeline
L.M. KOHN & COMPANY10,981$863K0.22%-5,97713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,931$859K0.02%new13F-HRTimeline
Maridea Wealth Management LLC10,851$853K0.27%13F-HRTimeline
Sandy Spring Bank10,807$850K0.03%-20813F-HRTimeline
FIRST MANHATTAN CO. LLC.10,770$847K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA11,039$843K0.01%-5013F-HRTimelineGroup
MTM Investment Management, LLC10,696$841K0.32%-6213F-HRTimeline
Breed's Hill Capital LLC10,659$838K0.44%013F-HRTimeline
Aveo Capital Partners, LLC10,642$837K0.09%+3,60713F-HRTimeline
4WEALTH ADVISORS, INC.10,630$836K0.85%13F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…10,500$833K0.91%new13F-HRTimelineGroup
Keystone Financial Group10,560$830K0.08%+61713F-HRTimeline
Nikulski Financial, Inc.10,543$829K0.24%-1,07513F-HRTimeline
CHOREO, LLC10,463$820K0.01%+2913F-HRTimeline
NWAM LLC10,431$820K0.05%+6,06413F-HRTimeline
Cornerstone Wealth Group, LLC10,391$817K0.07%-60,46613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.10,357$814K0.31%-55113F-HRTimeline
Crestwood Advisors Group, LLC10,270$807K0.02%+93613F-HRTimeline
Allworth Financial LP10,448$807K<0.01%+1,75913F-HRTimeline
One River Asset Management, LLC10,320$806K1.21%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,557$806K0.04%+10413F-HRTimelineGroup
EPG Wealth Management LLC10,197$802K0.21%-1,51513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,137$797K0.23%13F-HRTimeline
PLIMOTH TRUST CO LLC10,109$795K0.2%+513F-HRTimeline
Intrepid Financial Planning Group LLC10,076$792K0.33%-19913F-HRTimeline
FIRST AMERICAN BANK10,068$791K0.06%new13F-HRTimeline
Runnymede Capital Advisors, Inc.10,000$786K0.69%13F-HRTimeline
Roble, Belko & Company, Inc9,919$780K0.12%013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC9,817$772K0.11%-32,89013F-HRTimeline
Marcum Wealth, LLC9,635$757K0.07%+89213F-HRTimeline
Sovran Advisors, LLC9,858$754K0.11%13F-HRTimeline
NCM Capital Management, LLC9,571$752K0.34%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,570$752K0.05%013F-HRTimeline
Crew Capital Management, Ltd9,541$750K0.62%-1,01013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,523$749K0.02%-35,97513F-HRTimelineGroup
Redwood Financial Network Corp9,515$748K0.56%+1,40613F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.9,494$746K0.01%+72213F-HRTimeline
CALTON & ASSOCIATES, INC.9,479$745K0.33%new13F-HRTimeline
Valmark Advisers, Inc.9,475$745K0.01%+1,38813F-HRTimeline