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Disclosery

XLP SELECT SECTOR SPDR TR

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STATE STREET CON (fund)

1,186 managers (1,194 13F filers) reported a position in XLP shares at 2025-03-31, 169,803,840 shares in all. 109 filers opened a position and 108 filers sold out during the quarter.

Managers
1,186
13F filers
1,194
New
109
Added
437
Reduced
457
Sold out
108
Shares held by filers
169,803,840

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gotham Asset Management, LLC8,799$719K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC8,778$717K0.09%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co8,774$717K0.01%-15113F-HRTimelineGroup
MONTAG A & ASSOCIATES INC8,756$715K0.04%+913F-HRTimeline
Moors & Cabot, Inc.8,752$715K0.04%+1,79013F-HRTimeline
4WEALTH ADVISORS, INC.8,746$714K0.79%-1,88413F-HRTimeline
Arete Wealth Advisors, LLC8,740$714K0.05%-47713F-HRTimeline
Wealthspire Advisors, LLC8,723$712K<0.01%-10013F-HRTimeline
COURIER CAPITAL LLC8,674$708K0.05%-9,96013F-HRTimeline
IFP Advisors, Inc8,673$708K0.02%+2,54113F-HRTimeline
WEDBUSH SECURITIES INC8,652$707K0.03%-53513F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC8,585$701K0.4%-40,35213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,568$700K0.02%-95513F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC8,562$699K0.05%+6213F-HRTimeline
Measured Risk Portfolios, Inc.8,542$698K0.75%-26513F-HRTimeline
ORG Partners LLC8,534$696K0.17%+1,65613F-HRTimeline
Bricktown Capital, LLC8,508$695K0.13%013F-HRTimeline
Providence Capital Advisors, LLC8,398$686K0.14%+19513F-HRTimeline
Axecap Investments, LLC8,380$684K0.58%+15613F-HRTimeline
Thomasville National Bank8,352$682K0.05%013F-HRTimeline
Madden Advisory Services, Inc.8,348$682K0.32%+20013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,321$680K<0.01%+33113F-HRTimelineGroup
McGuire Investment Group, LLC8,222$671K0.1%+41713F-HRTimeline
BRIGHTON JONES LLC8,189$669K0.02%+2,12613F-HRTimeline
One Charles Private Wealth Services, LLC8,168$667K0.22%+17613F-HRTimeline
Valmark Advisers, Inc.8,147$665K0.01%-1,32813F-HRTimeline
Eagle Strategies LLC8,106$662K0.12%+7913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,104$662K0.02%+1,06113F-HRTimeline
Phillips Wealth Planners LLC8,237$662K0.7%-42713F-HRTimeline
PINNACLE ASSOCIATES LTD8,074$659K0.01%-77213F-HRTimeline
Avidian Wealth Enterprises, LLC8,065$659K0.03%-15513F-HRTimeline
Key Client Fiduciary Advisors, LLC8,053$658K0.3%+59313F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.8,000$653K0.07%new13F-HRTimeline
KKM Financial LLC7,959$650K0.27%013F-HRTimeline
Strategic Advisors LLC7,906$646K0.12%-73313F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL7,897$645K0.02%-26,08713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,891$644K0.05%+513F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC7,874$643K0.09%-83913F-HRTimeline
River Street Advisors LLC7,810$638K0.32%+72113F-HRTimeline
Grantvest Financial Group LLC7,784$636K0.52%-9313F-HRTimeline
One Capital Management, LLC7,741$632K0.02%+1,01413F-HRTimeline
Gallagher Capital Advisors, LLC7,739$632K0.48%+4113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,703$629K0.02%+2113F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,682$624K0.04%-2,87513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,925$623K0.01%013F-HRTimelineGroup
MKT Advisors LLC8,018$622K0.29%+36013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,585$619K0.03%+63113F-HRTimelineGroup
Triumph Capital Management7,578$619K0.21%+11413F-HRTimeline
SWMG, LLC7,651$619K0.25%+1,87113F-HRTimeline
Good Life Advisors, LLC7,509$613K0.04%-77013F-HRTimeline
WEALTH EFFECTS LLC7,347$600K0.25%-71813F-HRTimeline
Roberts Wealth Advisors, LLC7,316$598K0.18%-9113F-HRTimeline
WHITTIER TRUST CO7,254$592K0.01%-2013F-HRTimeline
Beacon Financial Advisory LLC7,252$592K0.18%+1113F-HRTimeline
Palumbo Wealth Management LLC7,247$592K0.2%-20413F-HRTimeline
Empirical Asset Management, LLC7,198$588K0.2%013F-HRTimeline
NorthCoast Asset Management LLC7,130$582K<0.01%+4,05913F-HR/ATimeline
Family Firm, Inc.7,023$574K0.13%+3713F-HRTimeline
CWA Asset Management Group, LLC7,005$572K0.03%+3,77013F-HRTimeline
Acropolis Investment Management, LLC7,000$572K0.03%-37513F-HRTimeline
Watts Gwilliam & Co., LLC6,897$563K0.12%+13413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC6,866$561K0.25%-11,33813F-HRTimeline
North Star Investment Management Corp.6,814$556K0.04%-37613F-HRTimeline
MBA Advisors LLC6,765$552K0.27%-613F-HRTimeline
Atom Investors LP6,725$549K0.07%new13F-HRTimeline
Sequent Planning LLC6,702$547K0.2%+1,76013F-HRTimeline
Creekmur Asset Management LLC6,697$547K0.11%+2413F-HRTimeline
Grant/GrossMendelsohn, LLC6,768$547K0.3%-1,48213F-HRTimeline
Foundations Investment Advisors, LLC6,623$541K0.01%-194,87213F-HRTimeline
Constitution Capital LLC6,602$539K0.3%+36213F-HRTimeline
Shulman DeMeo Asset Management LLC6,578$537K0.15%+413F-HRTimeline
GREAT LAKES ADVISORS, LLC6,565$536K<0.01%-70,10513F-HRTimeline
CHICAGO TRUST Co NA6,557$536K0.09%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,525$533K0.26%-10513F-HRTimeline
Nova Wealth Management, Inc.6,525$533K0.46%+61313F-HR/ATimeline
Ring Mountain Capital, LLC6,504$531K0.4%-5313F-HRTimeline
BAILARD, INC.6,479$529K0.01%+1,34113F-HRTimeline
TOWNSQUARE CAPITAL LLC6,475$529K0.01%+1,46013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,451$527K0.17%+22613F-HRTimeline
INVESTMENT PARTNERS, LTD.6,436$526K0.22%+13613F-HRTimeline
EPG Wealth Management LLC6,398$523K0.15%-3,79913F-HRTimeline
Peoples Bank/KS6,398$523K0.35%+2,03013F-HRTimeline
KG Capital Management6,377$521K0.17%+413F-HRTimeline
Allie Family Office LLC6,369$520K0.28%+12013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,366$520K0.01%-66013F-HRTimelineGroup
Pinnacle Financial Partners Inc6,357$519K0.01%+6713F-HRTimeline
ROMANO BROTHERS AND COMPANY6,350$519K0.07%+32513F-HRTimeline
Platform Technology Partners6,338$518K0.15%-5213F-HRTimeline
Wealthstar Advisors, LLC6,330$517K0.24%+1113F-HRTimeline
Farther Finance Advisors, LLC6,309$516K0.01%+1,62213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,316$516K0.01%+93113F-HRTimeline
BCS Wealth Management6,268$512K0.13%+29513F-HRTimeline
Luminist Capital LLC6,243$511K0.55%-6,02613F-HRTimeline
Jaffetilchin Investment Partners, LLC6,219$508K0.04%+26313F-HRTimeline
Consolidated Portfolio Review Corp6,120$500K0.08%-35113F-HRTimeline
MMA ASSET MANAGEMENT LLC6,119$500K0.21%+1,54113F-HRTimeline
Ally Invest Advisors Inc.6,090$497K0.04%-11413F-HRTimeline
Bramshill Investments, LLC6,000$490K0.05%-2,20713F-HRTimeline
Lynx Investment Advisory5,996$490K0.33%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,972$488K0.01%+3,48913F-HRTimelineGroup
Sherman Asset Management, Inc.5,971$488K0.47%-89813F-HRTimeline
Legacies Wealth LLC5,882$480K0.36%013F-HRTimeline
Pinnacle Family Advisors, LLC5,860$479K0.26%+1,30513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,813$475K0.01%013F-HRTimelineGroup
W.G. Shaheen & Associates DBA Whitney &…5,784$472K0.05%+1,53213F-HRTimeline
Costello Asset Management, INC5,717$467K0.19%new13F-HRTimeline
Florida Trust Wealth Management Co5,703$466K0.02%-91013F-HRTimeline
Occidental Asset Management, LLC5,676$464K0.07%+6013F-HRTimeline
Pacific Sun Financial Corp5,675$463K0.26%-5013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,660$462K0.02%+613F-HRTimelineGroup
Chicago Partners Investment Group LLC5,653$461K0.02%new13F-HRTimeline
Manhattan West Asset Management, LLC5,614$459K0.12%-39813F-HRTimeline
INGALLS & SNYDER LLC5,578$456K0.02%+19013F-HRTimeline
VCI Wealth Management LLC5,583$456K0.19%-3,51613F-HRTimeline
Aurora Private Wealth, Inc.5,556$454K0.36%+2,96213F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,600$454K0.21%-7213F-HRTimeline
Rothschild Wealth LLC5,538$452K0.13%-4513F-HRTimeline
MSH Capital Advisors LLC5,526$451K0.14%013F-HRTimeline
Rockingstone Advisors LLC5,521$451K0.2%-12513F-HRTimeline
Betterment LLC5,462$446K<0.01%new13F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,414$442K0.02%-67313F-HRTimelineGroup
First National Trust Co5,414$442K0.02%013F-HRTimeline
Visionary Wealth Advisors5,370$439K0.03%-40813F-HRTimeline
PRIVATE TRUST CO NA5,361$438K0.05%-3,21013F-HRTimeline
AdvisorNet Financial, Inc5,360$438K0.03%+35013F-HRTimeline
Concorde Asset Management, LLC5,477$434K0.23%new13F-HRTimeline
LongView Wealth Management5,314$434K0.13%+713F-HRTimeline
Whitener Capital Management, Inc.5,304$433K0.12%+30913F-HRTimeline
Keel Point, LLC5,236$428K0.03%+1,26213F-HRTimeline
Spinnaker Investment Group, LLC5,225$427K0.1%-46913F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC2,160$427K0.31%013F-HRTimeline
Quadcap Wealth Management, LLC5,207$425K0.06%013F-HRTimeline
Glen Eagle Advisors, LLC5,204$425K0.07%013F-HRTimeline
SHUFRO ROSE & CO LLC5,185$423K0.03%-15013F-HRTimeline
JB Capital LLC5,175$423K0.02%-4313F-HRTimeline
Larson Financial Group LLC5,157$421K0.02%-1,55213F-HRTimeline
THOMPSON DAVIS & CO., INC.5,153$421K0.33%+62313F-HRTimeline
Agate Pass Investment Management, LLC5,126$419K0.18%new13F-HRTimeline
MRWM Advisors, LLC5,121$418K0.29%new13F-HRTimeline
Kagan Cocozza Asset Management5,110$417K0.34%-18013F-HRTimeline
Transce3nd, LLC5,099$416K0.19%+4,88613F-HRTimeline
Snowden Capital Advisors LLC5,063$413K0.01%-2,07513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,040$412K0.05%013F-HRTimeline
Rappaport Reiches Capital Management, L…5,034$411K0.1%new13F-HRTimeline
Castleview Partners, LLC4,997$408K0.28%-17,42713F-HRTimeline
CGN Advisors LLC4,964$405K0.04%-80113F-HRTimeline
Cullen Capital Management, LLC4,954$405K<0.01%-132,57313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,892$400K0.02%013F-HRTimelineGroup
CAPITAL ADVISORS INC/OK4,884$399K0.01%-913F-HRTimeline
Northstar Financial Companies, Inc.4,884$399K0.43%-15113F-HRTimeline
TRUST POINT INC.4,877$398K0.04%013F-HRTimeline
SL ADVISORS, LLC4,851$396K0.69%+213F-HR/ATimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,847$396K0.08%+2,42613F-HRTimeline
Pictet North America Advisors SA4,839$395K0.04%-1,30013F-HRTimeline
Intrua Financial, LLC4,807$393K0.06%-22,07813F-HRTimeline
Mayflower Financial Advisors, LLC4,784$391K0.06%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,745$388K0.05%+51613F-HRTimeline
Composition Wealth, LLC4,741$387K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,716$385K0.06%-20613F-HRTimeline
D.B. Root & Company, LLC4,716$385K0.12%+32413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,669$381K0.02%-10413F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT4,663$381K0.01%-16913F-HRTimeline
Fairvoy Private Wealth, LLC4,650$380K0.1%+67013F-HRTimeline
Quadrant Private Wealth Management, LLC4,640$379K0.09%+12813F-HRTimeline
ARRIEN INVESTMENTS, INC.4,614$377K0.27%-1,64913F-HRTimeline
USA FINANCIAL FORMULAS4,589$375K0.06%-41413F-HRTimeline
WASHINGTON TRUST Co4,580$374K0.01%013F-HRTimeline
HANCOCK WHITNEY CORP4,575$374K0.01%-62713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,574$374K<0.01%new13F-HRTimelineGroup
one8zero8, LLC4,562$373K0.09%013F-HRTimeline
Legacy Wealth Management, LLC4,552$372K0.02%-6613F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.4,550$372K0.29%-1,43813F-HRTimeline
SMITH, MOORE & CO.4,541$371K0.03%+10113F-HRTimeline
SOA Wealth Advisors, LLC.4,534$370K0.08%+2313F-HRTimeline
Accel Wealth Management4,512$369K0.13%+413F-HRTimeline
RWA WEALTH PARTNERS, LLC4,500$368K<0.01%-9313F-HRTimeline
Certified Advisory Corp4,461$364K0.04%-7413F-HRTimeline
First Nebraska Trust Co4,459$364K0.04%+69313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,418$361K<0.01%-1,46313F-HRTimelineGroup
Argent Trust Co4,417$361K0.01%-9513F-HRTimeline
One River Asset Management, LLC4,486$361K1.33%-5,83413F-HRTimeline
Financial Partners Group, Inc4,396$359K0.06%+12613F-HRTimeline
POTENTIA WEALTH4,307$352K0.16%-4613F-HRTimeline
Montecito Bank & Trust4,303$351K0.06%-15013F-HRTimeline
Aptus Capital Advisors, LLC4,166$340K<0.01%+56813F-HRTimeline
Balboa Wealth Partners4,165$340K0.08%+46913F-HRTimeline
Leo Wealth, LLC4,152$339K0.05%-2,05013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,149$339K0.01%-22,45813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,132$337K0.08%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA4,130$337K0.2%-1,99813F-HRTimeline
Global Financial Private Client, LLC4,091$334K0.13%+3,15113F-HRTimeline
SeaCrest Wealth Management, LLC4,079$333K0.04%+25613F-HRTimeline
Waterloo Capital, L.P.4,067$332K0.03%+1,40813F-HRTimeline
Ipsen Advisor Group LLC4,058$331K0.29%+2113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,053$331K0.06%013F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC4,037$330K<0.01%+1,31613F-HRTimelineGroup
Inscription Capital, LLC4,315$330K0.05%13F-HRTimeline
LFA - Lugano Financial Advisors SA4,000$327K0.22%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,984$325K0.18%013F-HRTimeline
LYNCH & ASSOCIATES/IN3,982$325K0.07%013F-HRTimeline