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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
WHALEROCK POINT PARTNERS, LLC4,132$325K0.08%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,053$319K0.07%new13F-HRTimelineGroup
Mesirow Financial Investment Management…4,047$318K0.01%+513F-HRTimeline
Ipsen Advisor Group LLC4,037$317K0.27%13F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC4,003$315K0.25%013F-HRTimeline
LFA - Lugano Financial Advisors SA4,000$314K0.21%013F-HRTimeline
Breakwater Capital Group3,988$313K0.06%+86013F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,984$313K0.17%13F-HRTimeline
LYNCH & ASSOCIATES/IN3,982$313K0.07%013F-HRTimeline
Fairvoy Private Wealth, LLC3,980$313K0.08%13F-HRTimeline
Mainstream Capital Management LLC3,977$313K0.22%-20913F-HRTimeline
Smith Salley Wealth Management3,976$313K0.02%-30,26413F-HRTimeline
Keel Point, LLC3,974$312K0.03%-1413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,951$311K0.02%+11413F-HRTimeline
Sage Financial Management Group, Inc.3,888$306K0.11%013F-HRTimeline
Addison Advisors LLC3,876$305K0.08%-96813F-HRTimeline
WORLD EQUITY GROUP, INC.3,874$305K0.07%new13F-HRTimeline
Strategic Blueprint, LLC3,860$303K0.02%-80313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,824$301K0.01%-55413F-HRTimeline
HT Partners LLC3,824$301K0.1%013F-HRTimeline
SeaCrest Wealth Management, LLC3,823$301K0.03%+40113F-HRTimeline
Gateway Wealth Partners, LLC3,793$298K0.08%+7413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,787$298K0.03%-1,16013F-HRTimeline
United Advisor Group, LLC3,771$296K0.06%+87213F-HRTimeline
First Nebraska Trust Co3,766$296K0.03%013F-HRTimeline
FLOW TRADERS U.S. LLC3,766$296K0.01%-24,54813F-HRTimeline
Kraft, Davis & Associates, LLC3,668$295K0.08%-7913F-HRTimeline
Geneos Wealth Management Inc.3,745$294K0.01%-41,14213F-HRTimeline
Mosley Wealth Management3,720$294K0.18%+65613F-HRTimeline
DEARBORN PARTNERS LLC3,729$293K0.01%013F-HRTimeline
Balboa Wealth Partners3,696$291K0.07%-1,20513F-HRTimeline
Venture Visionary Partners LLC3,694$290K0.01%-21713F-HR/ATimeline
COUNTRY TRUST BANK3,688$290K0.01%+2,67513F-HRTimeline
First International Bank & Trust3,677$289K0.09%013F-HRTimeline
Lodestone Wealth Management LLC3,612$284K0.14%+3213F-HRTimeline
Aptus Capital Advisors, LLC3,598$283K<0.01%-4313F-HRTimeline
Bullock Wealth Management Group3,597$283K0.17%-1,60313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/3,590$282K0.02%new13F-HRTimeline
Meridian Wealth Advisors, LLC3,580$281K0.05%-23013F-HRTimeline
Tyche Wealth Partners LLC3,558$280K0.06%-2613F-HRTimeline
Finley Financial, LLC3,655$279K0.14%13F-HRTimeline
Institute for Wealth Management, LLC.3,531$278K0.03%+29913F-HRTimeline
SENTINEL TRUST CO LBA3,530$277K0.03%-48713F-HRTimeline
SBI Securities Co., Ltd.3,507$276K0.01%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,505$276K<0.01%+80813F-HRTimelineGroup
Laidlaw Wealth Management LLC3,503$275K0.12%-34713F-HRTimeline
My Personal CFO, LLC3,475$273K0.14%+1813F-HRTimeline
Pachira Investments Inc.3,468$272K0.17%+9513F-HRTimeline
M.E. ALLISON & CO., INC.3,437$270K0.3%13F-HRTimeline
WARNER FINANCIAL, INC3,413$268K0.12%013F-HRTimeline
BALANCED WEALTH GROUP LLC3,386$267K0.12%+2613F-HRTimeline
Capital Square, LLC3,426$267K0.15%new13F-HRTimeline
Cornerstone Wealth Management, LLC3,375$265K0.02%-8913F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC3,300$259K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAPIENT CAPITAL LLC3,290$259K<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,290$259K0.06%013F-HRTimeline
COUNTRY CLUB BANK3,297$258K0.02%+59513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,261$256K0.01%+80013F-HRTimelineGroup
Maltin Wealth Management, Inc.3,244$255K0.13%+22013F-HRTimeline
CWA Asset Management Group, LLC3,235$254K0.01%new13F-HRTimeline
BURNS J W & CO INC/NY3,233$254K0.03%-36213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,232$254K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC3,230$254K<0.01%+57513F-HRTimeline
Greenline Partners, LLC3,226$254K0.04%-5,50513F-HRTimeline
Interchange Capital Partners, LLC3,223$253K0.09%-3,20413F-HRTimeline
FIRST UNITED BANK & TRUST3,217$253K0.09%-44013F-HRTimeline
Retirement Planning Co of New England, …3,215$253K0.12%+913F-HRTimeline
Smith Anglin Financial, LLC3,182$250K0.02%-58013F-HRTimeline
WealthBridge Capital Management, LLC3,171$249K0.07%+113F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC3,169$249K0.16%013F-HRTimeline
Litman Gregory Wealth Management LLC3,166$249K0.02%-4913F-HRTimeline
TD Asset Management Inc3,142$247K<0.01%new13F-HRTimeline
Lifeworks Advisors, LLC3,134$246K0.04%+66613F-HRTimeline
AlphaStar Capital Management, LLC3,119$245K0.03%-266,88413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,107$244K0.02%-1613F-HRTimeline
LaSalle St. Investment Advisors, LLC3,112$244K0.08%new13F-HRTimeline
Castle Rock Wealth Management, LLC3,021$243K0.06%-1713F-HRTimeline
One Day In July LLC3,091$243K0.03%-713F-HRTimeline
Community Bank, N.A.3,075$242K0.03%013F-HRTimeline
NorthCoast Asset Management LLC3,071$241K<0.01%-1,48013F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC3,064$241K0.01%13F-HRTimeline
Goelzer Investment Management, Inc.3,059$240K0.01%-1113F-HRTimeline
LEUTHOLD GROUP, LLC3,057$240K0.03%-2,18413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,045$239K<0.01%new13F-HRTimeline
Brand Asset Management Group, Inc.3,000$236K0.1%013F-HRTimeline
Tacita Capital Inc3,000$236K0.17%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,945$236K0.04%-10813F-HRTimeline
LPWM LLC2,994$235K0.08%new13F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,993$235K0.01%-5513F-HRTimelineGroup
Commonwealth Financial Services, LLC2,965$233K0.05%+713F-HRTimeline
GWN SECURITIES INC.2,989$233K0.06%13F-HRTimeline
Joel Isaacson & Co., LLC2,958$233K0.01%+1113F-HRTimeline
Hardy Reed LLC2,956$232K0.02%+513F-HRTimeline
Hexagon Capital Partners LLC2,950$232K0.04%+6613F-HRTimeline
Americana Partners, LLC2,939$231K0.01%-1513F-HRTimeline
Accurate Wealth Management, LLC3,021$231K0.04%-25613F-HRTimeline
Sharkey, Howes & Javer2,931$230K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC2,926$230K0.04%013F-HRTimeline
Perennial Investment Advisors, LLC2,922$230K0.03%+8213F-HRTimeline
Keystone Wealth Services, LLC2,916$229K0.06%013F-HRTimeline
Apeiron RIA LLC2,882$227K0.06%+6313F-HRTimeline
HCR Wealth Advisors2,864$225K0.03%-13513F-HRTimeline
Colonial River Investments, LLC2,858$225K0.11%-2,85413F-HRTimeline
Tiller Private Wealth, Inc.2,853$224K0.1%013F-HRTimeline
St. Johns Investment Management Company…2,846$224K0.1%-31913F-HRTimeline
ARS Wealth Advisors Group, LLC2,844$224K0.03%-2013F-HRTimeline
Joseph P. Lucia & Associates, LLC2,841$223K0.1%-24213F-HRTimeline
NorthRock Partners, LLC2,840$223K0.01%-34513F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC2,828$222K0.01%-1,75313F-HRTimeline
Balefire, LLC2,832$222K0.08%+97413F-HRTimeline
HEARTLAND ADVISORS INC2,823$222K0.01%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,820$222K0.15%-1,00213F-HRTimeline
Modern Wealth Management, LLC2,801$220K0.01%+213F-HR/ATimeline
AMERIFLEX GROUP, INC.2,782$220K0.1%13F-HRTimeline
Carnegie Lake Advisors LLC2,786$219K0.09%013F-HRTimeline
Friday Financial2,750$216K0.15%13F-HRTimeline
MRA Advisory Group2,746$216K0.11%+1213F-HRTimeline
HERBST GROUP, LLC2,739$215K0.13%-2513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,721$214K<0.01%-1,00713F-HRTimelineGroup
Point Windward Advisors Inc.2,692$212K0.08%+11413F-HRTimeline
Astoria Portfolio Advisors LLC.2,756$211K0.08%new13F-HRTimeline
Waterloo Capital, L.P.2,659$209K0.02%-43413F-HRTimeline
Smartleaf Asset Management LLC2,652$208K0.02%013F-HRTimeline
Fort Point Capital Partners LLC2,644$208K0.02%new13F-HRTimeline
CENTRAL BANK & TRUST CO2,636$207K0.03%-1,29213F-HRTimeline
Cherry Tree Wealth Management, LLC2,630$207K0.05%013F-HRTimeline
Parallel Advisors, LLC2,622$206K<0.01%-6,85413F-HRTimeline
Round Rock Advisors LLC2,599$204K0.04%new13F-HRTimeline
Capstone Financial Advisors, Inc.2,598$204K0.01%-9313F-HRTimeline
Elevate Capital Advisors, LLC2,597$204K0.18%13F-HRTimeline
Aurora Private Wealth, Inc.2,594$204K0.15%-1213F-HRTimeline
Patton Albertson Miller Group, LLC2,585$203K0.03%013F-HRTimeline
BIP Wealth, LLC2,577$203K0.01%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC2,572$202K0.05%-5513F-HRTimeline
Wealth Dimensions Group, Ltd.2,550$200K0.05%013F-HRTimeline
Rede Wealth, LLC2,546$200K0.08%-90013F-HRTimeline
Claro Advisors Inc.2,545$200K0.03%-8713F-HRTimeline
Element Wealth, LLC2,490$196K0.1%-75913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,483$195K<0.01%+19713F-HRTimelineGroup
FLP Wealth Management, LLC2,456$193K0.49%13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,421$190K0.04%+1413F-HRTimeline
Dunhill Financial, LLC2,400$189K0.09%+1,20013F-HRTimeline
Icon Wealth Advisors, LLC2,399$189K0.02%-8113F-HRTimeline
Bangor Savings Bank2,334$183K0.02%-613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,265$178K0.01%+89413F-HRTimelineGroup
CITY HOLDING CO2,248$177K0.03%-6113F-HRTimeline
HOWE & RUSLING INC2,243$176K0.02%+3613F-HRTimeline
Clearstead Advisors, LLC2,241$176K<0.01%+1,30513F-HRTimeline
Man Group plcin group Man Group plc2,164$170K<0.01%+1,57613F-HRTimelineGroup
Coppell Advisory Solutions LLC2,134$167K0.02%-15313F-HRTimeline
Hopwood Financial Services, Inc.2,081$164K0.12%13F-HRTimeline
TSFG, LLC2,000$157K0.03%+313F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1,986$156K0.06%013F-HRTimeline
Caldwell Trust Co1,938$152K0.02%-70413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,934$152K<0.01%-53213F-HRTimelineGroup
TD Capital Management LLC1,912$150K0.02%+213F-HRTimeline
Cordgrass Capital Advisors, LLC1,906$150K0.04%+1,26213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,905$150K0.03%+35513F-HRTimeline
HM PAYSON & CO1,822$143K<0.01%+19513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,787$140K<0.01%013F-HRTimeline
Independence Bank of Kentucky1,780$140K0.02%-1913F-HRTimeline
CVA Family Office, LLC1,774$139K0.02%+813F-HRTimeline
Financial Perspectives, Inc1,764$139K0.05%013F-HRTimeline
Realta Investment Advisors1,764$138K0.06%-8,90913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,735$136K0.01%+20013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,713$135K<0.01%013F-HR/ATimeline
Fairfield Financial Advisors, LTD1,692$133K0.05%-48013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,681$132K<0.01%013F-HR/ATimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,643$129K0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC1,596$125K0.02%+24513F-HRTimeline
Bank of New Hampshire1,590$125K0.03%+5013F-HRTimeline
Washington Trust Advisors, Inc.1,582$124K0.01%new13F-HRTimeline
NVWM, LLC1,581$124K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,500$118K0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC1,494$117K0.01%013F-HRTimeline
Arax Advisory Partners1,442$113K0.01%+1,31713F-HRTimeline
City State Bank1,425$112K0.04%013F-HRTimeline
Murphy & Mullick Capital Management Corp1,419$112K0.1%13F-HRTimeline
Kapitalo Investimentos Ltda1,414$111K0.07%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,381$109K0.01%-18213F-HRTimeline
Medallion Wealth Advisors, LLC1,356$107K0.05%13F-HRTimeline
Sound Income Strategies, LLC1,347$106K0.01%+1,07913F-HRTimeline
Crewe Advisors LLC1,294$102K0.01%-7013F-HRTimeline
WealthCollab, LLC1,291$101K0.07%013F-HRTimeline
Sachetta, LLC1,287$101K0.04%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,280$101K0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.1,224$96.2K0.04%013F-HRTimeline
Capital Investment Counsel, Inc1,221$96K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,207$94.9K0.01%013F-HRTimeline
Solstein Capital, LLC1,198$94.2K0.05%013F-HRTimeline
Sunbelt Securities, Inc.1,190$93.3K0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,137$89.4K0.01%013F-HRTimeline
Byrne Asset Management LLC1,129$88.8K0.06%+3013F-HRTimeline
Bollard Group LLC1,114$88K<0.01%+413F-HRTimeline
Pinnacle Bancorp, Inc.1,119$88K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,093$85.9K0.06%13F-HRTimeline
Parkside Financial Bank & Trust1,054$82.9K0.01%+96113F-HRTimeline
BOK Financial Private Wealth, Inc.1,044$82.1K0.01%+28013F-HRTimeline
NFSG Corp1,037$81.5K0.02%-69513F-HRTimeline
Coston, McIsaac & Partners1,040$81K0.02%-50713F-HRTimeline