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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
NEW WAVE WEALTH ADVISORS LLC9,474$745K0.31%-6113F-HRTimeline
Evanson Asset Management, LLC9,453$743K0.05%+4613F-HRTimeline
MGO ONE SEVEN LLC9,369$736K0.03%-52613F-HRTimeline
Investment Advisory Group, LLC9,278$729K0.24%+24113F-HRTimeline
Strategic Financial Concepts, LLC9,276$729K0.14%+4,40413F-HR/ATimeline
Arete Wealth Advisors, LLC9,217$724K0.05%-13913F-HRTimeline
WEDBUSH SECURITIES INC9,187$722K0.03%-46813F-HRTimeline
Perigon Wealth Management, LLC9,390$721K0.02%-8,87213F-HRTimeline
Enclave Advisors LLC9,099$715K0.12%-63,37413F-HRTimeline
VCI Wealth Management LLC9,099$715K0.3%+1,97613F-HR/ATimeline
Mathes Company, Inc.9,050$711K0.26%013F-HRTimeline
Narwhal Capital Management9,044$711K0.06%+3413F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,985$706K0.18%013F-HRTimeline
Ameraudi Asset Management, Inc.8,958$704K0.39%-103,95813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,983$704K0.06%-730,75613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,925$702K0.01%+15113F-HRTimelineGroup
Avior Wealth Management, LLC8,922$701K0.03%-54513F-HRTimeline
Financial & Tax Architects, LLC8,861$697K0.18%+1,18213F-HRTimeline
PINNACLE ASSOCIATES LTD8,846$695K0.01%-6513F-HRTimeline
Wealthspire Advisors, LLC8,823$694K0.01%-7113F-HRTimeline
Measured Risk Portfolios, Inc.8,807$692K0.77%13F-HRTimeline
Capital Advisors, Ltd. LLC8,778$690K0.09%+113F-HRTimeline
Rehmann Capital Advisory Group8,769$689K0.04%+55213F-HRTimeline
MONTAG A & ASSOCIATES INC8,747$688K0.03%+67013F-HRTimeline
IEQ CAPITAL, LLC8,720$685K0.01%+113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,713$685K0.09%-1,73313F-HRTimeline
Global Retirement Partners, LLC8,706$684K0.02%-70113F-HRTimeline
Strategic Advisors LLC8,639$679K0.12%-2,67013F-HRTimeline
PRIVATE TRUST CO NA8,571$674K0.07%+22413F-HRTimeline
Bricktown Capital, LLC8,508$669K0.14%013F-HRTimeline
JFS WEALTH ADVISORS, LLC8,500$668K0.05%-1713F-HRTimeline
Phillips Wealth Planners LLC8,664$661K0.66%+1,28513F-HRTimeline
Thomasville National Bank8,352$657K0.05%013F-HRTimeline
Good Life Advisors, LLC8,279$651K0.05%-1,90513F-HRTimeline
Grant/GrossMendelsohn, LLC8,250$649K0.34%+1,56513F-HRTimeline
Axecap Investments, LLC8,224$646K0.49%+11413F-HRTimeline
Avidian Wealth Enterprises, LLC8,220$646K0.03%-74113F-HRTimeline
Bramshill Investments, LLC8,207$645K0.1%new13F-HRTimeline
Providence Capital Advisors, LLC8,203$645K0.13%+43413F-HRTimeline
Arlington Capital Management, Inc.8,151$641K0.44%+3,85713F-HRTimeline
Madden Advisory Services, Inc.8,148$641K0.3%-9013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,131$639K0.02%-26113F-HRTimeline
WEALTH EFFECTS LLC8,065$634K0.23%+19213F-HRTimeline
Eagle Strategies LLC8,027$631K0.11%+4013F-HRTimeline
One Charles Private Wealth Services, LLC7,992$628K0.21%-65113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,990$628K<0.01%+72013F-HRTimelineGroup
KKM Financial LLC7,959$626K0.26%-19213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,925$623K0.01%+3213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.7,886$620K0.04%-27313F-HRTimelineGroup
Grantvest Financial Group LLC7,877$619K0.69%13F-HRTimeline
McGuire Investment Group, LLC7,805$614K0.09%+45913F-HRTimeline
Gallagher Capital Advisors, LLC7,698$605K0.44%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,682$604K0.12%+1,01813F-HRTimelineGroup
Verdence Capital Advisors LLC7,590$597K0.05%+3,69613F-HRTimeline
MKT Advisors LLC7,658$592K0.26%+1213F-HRTimeline
Triumph Capital Management7,464$587K0.2%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC7,460$586K0.26%+15813F-HRTimeline
Palumbo Wealth Management LLC7,451$586K0.22%new13F-HRTimeline
Acropolis Investment Management, LLC7,375$580K0.03%013F-HRTimeline
WHITTIER TRUST CO7,274$572K0.01%+5013F-HRTimeline
Gray Wealth Management Inc.7,251$570K0.22%013F-HRTimeline
Beacon Financial Advisory LLC7,241$569K0.19%+1713F-HRTimeline
Empirical Asset Management, LLC7,198$566K0.19%-1413F-HRTimeline
North Star Investment Management Corp.7,190$565K0.04%-13613F-HRTimeline
Roberts Wealth Advisors, LLC7,407$565K0.17%-2,34913F-HRTimeline
Snowden Capital Advisors LLC7,138$561K0.02%-2513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …7,124$560K0.01%-2,014,03913F-HRTimelineGroup
River Street Advisors LLC7,089$557K0.28%+68813F-HRTimeline
Koshinski Asset Management, Inc.7,067$556K0.05%-1,08813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,043$554K0.02%+2,49813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,039$553K0.03%-9113F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,026$552K0.01%-36613F-HRTimelineGroup
Narus Financial Partners, LLC7,008$551K0.19%-98413F-HRTimeline
Family Firm, Inc.6,986$549K0.12%+1,02313F-HRTimeline
Moors & Cabot, Inc.6,962$547K0.03%+11713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,954$547K0.02%-1,82813F-HRTimelineGroup
Quantessence Capital LLC6,941$546K0.22%13F-HRTimeline
Greenland Capital Management LP6,920$544K0.11%-10,14013F-HRTimeline
ORG Partners LLC6,878$541K0.07%-13613F-HRTimeline
Sherman Asset Management, Inc.6,869$540K0.49%13F-HRTimeline
MBA Advisors LLC6,771$532K0.27%-2513F-HRTimeline
One Capital Management, LLC6,727$529K0.02%-4,61413F-HRTimeline
Larson Financial Group LLC6,709$527K0.03%+42613F-HRTimeline
BEARING POINT CAPITAL, LLC6,675$525K0.11%13F-HRTimeline
Creekmur Asset Management LLC6,673$525K0.12%+3413F-HRTimeline
Watts Gwilliam & Co., LLC6,763$522K0.11%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,630$521K0.24%-47913F-HRTimeline
Florida Trust Wealth Management Co6,613$520K0.02%-3913F-HRTimeline
Shulman DeMeo Asset Management LLC6,574$517K0.14%+613F-HRTimeline
Ring Mountain Capital, LLC6,557$515K0.35%13F-HRTimeline
CHICAGO TRUST Co NA6,557$515K0.09%013F-HRTimeline
Consolidated Portfolio Review Corp6,471$509K0.08%-23513F-HRTimeline
Platform Technology Partners6,390$502K0.15%+2113F-HRTimeline
KG Capital Management6,373$501K0.16%+8513F-HRTimeline
Encompass More Asset Management6,367$501K0.17%-7,31713F-HRTimeline
ARRIEN INVESTMENTS, INC.6,263$499K0.36%-4,96113F-HRTimeline
Wealthstar Advisors, LLC6,319$497K0.22%13F-HRTimeline
INVESTMENT PARTNERS, LTD.6,300$495K0.2%013F-HRTimeline
Pinnacle Financial Partners Inc6,290$494K0.01%-4913F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA6,128$494K0.28%-2,48013F-HRTimeline
Allie Family Office LLC6,249$491K0.27%+1513F-HRTimeline
Constitution Capital LLC6,240$491K0.28%+44513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,225$489K0.16%-19513F-HRTimeline
111 Capital6,211$488K0.1%13F-HRTimeline
Ally Invest Advisors Inc.6,204$488K0.04%+66713F-HRTimeline
Leo Wealth, LLC6,202$488K0.04%+9013F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC2,160$485K0.33%013F-HRTimeline
Pictet North America Advisors SA6,139$483K0.05%013F-HRTimeline
IFP Advisors, Inc6,132$482K0.02%+25113F-HRTimeline
BNP PARIBASin group BNP PARIBAS6,087$478K<0.01%-18713F-HRTimelineGroup
BRIGHTON JONES LLC6,063$477K0.01%+11213F-HR/ATimeline
ROMANO BROTHERS AND COMPANY6,025$474K0.06%013F-HRTimeline
Csenge Advisory Group6,015$473K0.03%-7,80413F-HRTimeline
Manhattan West Asset Management, LLC6,012$473K0.13%+1,40713F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.5,988$471K0.35%-1,62213F-HRTimeline
BCS Wealth Management5,973$470K0.12%013F-HRTimeline
Jaffetilchin Investment Partners, LLC5,956$468K0.03%+3913F-HRTimeline
Nova Wealth Management, Inc.5,912$465K0.4%13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,907$464K0.04%-61913F-HRTimelineGroup
Legacies Wealth LLC5,882$462K0.36%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,881$462K<0.01%+80513F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,813$457K0.01%013F-HRTimelineGroup
Visionary Wealth Advisors5,778$454K0.03%-14413F-HRTimeline
CGN Advisors LLC5,765$453K0.04%-2913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,731$451K0.2%-2,23813F-HRTimeline
Pacific Sun Financial Corp5,725$450K0.25%013F-HRTimeline
Spinnaker Investment Group, LLC5,694$448K0.11%013F-HRTimeline
Capital Management Associates, Inc5,691$447K0.17%+13513F-HRTimeline
SWMG, LLC5,780$446K0.18%+12013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,672$446K0.19%-19813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,654$444K0.03%-2,11613F-HRTimelineGroup
Rockingstone Advisors LLC5,646$444K0.2%-1,81513F-HRTimeline
Global View Capital Management LLC5,646$442K0.16%13F-HRTimeline
Occidental Asset Management, LLC5,616$441K0.07%+65013F-HRTimeline
Rothschild Wealth LLC5,583$439K0.13%-14,58513F-HRTimeline
MSH Capital Advisors LLC5,526$434K0.14%-25013F-HRTimeline
Northstar Advisory Group, LLC5,522$434K0.22%-18,35613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,450$428K0.03%new13F-HR/ATimeline
First National Trust Co5,414$426K0.02%-1,54213F-HRTimeline
CHANNEL WEALTH LLC5,396$424K0.14%-44113F-HRTimeline
INGALLS & SNYDER LLC5,388$424K0.02%-86013F-HRTimeline
ROCKLAND TRUST CO5,389$424K0.02%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,385$423K0.01%+22513F-HRTimeline
SHUFRO ROSE & CO LLC5,335$419K0.03%+30013F-HRTimeline
LongView Wealth Management5,307$417K0.13%+913F-HRTimeline
Kagan Cocozza Asset Management5,290$416K0.35%13F-HRTimeline
JB Capital LLC5,218$410K0.02%-55013F-HRTimeline
Quadcap Wealth Management, LLC5,207$409K0.06%013F-HRTimeline
Glen Eagle Advisors, LLC5,204$409K0.07%013F-HRTimeline
HANCOCK WHITNEY CORP5,202$409K0.01%-22613F-HRTimeline
Advanced Asset Management Advisors Inc5,147$405K0.11%-8813F-HRTimeline
BAILARD, INC.5,138$404K0.01%+26413F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,040$396K0.05%013F-HRTimeline
Northstar Financial Companies, Inc.5,035$396K0.37%13F-HRTimeline
TOWNSQUARE CAPITAL LLC5,015$394K<0.01%-2113F-HRTimeline
AdvisorNet Financial, Inc5,010$394K0.03%-13513F-HRTimeline
USA FINANCIAL FORMULAS5,003$393K0.06%-48713F-HRTimeline
Whitener Capital Management, Inc.4,995$393K0.11%+30113F-HRTimeline
Aries Wealth Management4,975$391K0.11%-98013F-HRTimeline
Sequent Planning LLC4,942$389K0.14%+64313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…4,934$388K<0.01%-16,54213F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.4,922$387K0.06%new13F-HR/ATimeline
CAPITAL ADVISORS INC/OK4,893$385K0.01%+913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,892$385K0.02%013F-HRTimelineGroup
TRUST POINT INC.4,877$383K0.03%013F-HRTimeline
SL ADVISORS, LLC4,849$381K0.63%-66413F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT4,832$380K0.01%013F-HRTimeline
Quantum Financial Advisors, LLC4,818$379K0.06%new13F-HRTimeline
Mayflower Financial Advisors, LLC4,784$376K0.06%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,773$375K0.02%013F-HRTimelineGroup
Farther Finance Advisors, LLC4,687$368K0.01%+47013F-HRTimeline
Legacy Wealth Management, LLC4,618$363K0.02%+46613F-HRTimeline
RWA WEALTH PARTNERS, LLC4,593$361K<0.01%+9313F-HRTimeline
WASHINGTON TRUST Co4,580$360K0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC4,578$360K0.16%-11,80413F-HRTimeline
one8zero8, LLC4,562$359K0.08%13F-HRTimeline
Pinnacle Family Advisors, LLC4,555$358K0.17%new13F-HRTimeline
Certified Advisory Corp4,535$357K0.04%-5413F-HRTimeline
THOMPSON DAVIS & CO., INC.4,530$356K0.23%+56713F-HRTimeline
Argent Trust Co4,512$355K0.01%+73313F-HRTimeline
Quadrant Private Wealth Management, LLC4,512$355K0.09%+913F-HRTimeline
SOA Wealth Advisors, LLC.4,511$355K0.07%-8813F-HR/ATimeline
Accel Wealth Management4,508$354K0.13%-6613F-HRTimeline
SUMMIT SECURITIES GROUP LLC4,500$354K0.13%new13F-HRTimeline
Montecito Bank & Trust4,453$350K0.06%-1,00013F-HRTimeline
SMITH, MOORE & CO.4,440$349K0.03%+17913F-HRTimeline
Prostatis Group LLC4,420$347K0.1%+1,28113F-HRTimeline
Executive Wealth Management, LLC4,417$347K0.03%-14113F-HRTimeline
D.B. Root & Company, LLC4,392$345K0.11%+12513F-HRTimeline
PROFFITT & GOODSON INC4,369$343K0.06%+47213F-HRTimeline
Peoples Bank/KS4,368$343K0.24%013F-HRTimeline
POTENTIA WEALTH4,353$342K0.15%13F-HRTimeline
Oliver Luxxe Assets LLC4,106$341K0.06%013F-HR/ATimeline
SIMON QUICK ADVISORS, LLC4,274$336K0.02%+1,05513F-HRTimeline
Financial Partners Group, Inc4,270$336K0.05%+413F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…4,252$334K0.04%-53413F-HRTimeline
WMS Partners, LLC4,236$333K0.02%+213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,229$332K0.04%+57113F-HRTimeline
APPLETON PARTNERS INC/MA4,149$326K0.02%+70713F-HRTimeline
Comprehensive Financial Consultants Ins…4,144$326K0.12%-12313F-HRTimeline