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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
Abound Wealth Management1,022$80.3K0.03%+713F-HRTimeline
Asset Dedication, LLC999$78.5K0.01%+513F-HRTimeline
MCF Advisors LLC970$76.2K0.01%-1613F-HRTimeline
ROTHSCHILD INVESTMENT LLC968$76.1K<0.01%+513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…980$75.7K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …952$74.8K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC942$74.1K<0.01%013F-HRTimeline
Global Financial Private Client, LLC940$73.9K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.900$70.7K0.03%-99013F-HRTimeline
Caitlin John, LLC870$68.4K0.05%-52213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC859$67.5K0.02%new13F-HRTimeline
UMB Bank, n.a.830$65.2K<0.01%-27713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB830$65.2K<0.01%-10013F-HRTimeline
McClarren Financial Advisors, Inc.821$64K0.18%+73813F-HRTimeline
VESTOR CAPITAL, LLC816$64K<0.01%013F-HRTimeline
Atlatl Advisers LLC795$62.5K0.04%13F-HRTimeline
Paladin Advisory Group, LLC784$61.6K0.05%013F-HRTimeline
Nemes Rush Group LLC727$57.2K0.01%-37413F-HRTimeline
LEE DANNER & BASS INC718$56.4K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…715$56.2K0.02%-7713F-HRTimeline
Vermillion Wealth Management, Inc.705$55.5K0.03%13F-HRTimeline
Union Bancaire Privee, UBP SA778$55.4K<0.01%13F-HR/ATimeline
United Community Bankin group United Community Bank703$55.3K0.02%-8513F-HRTimelineGroup
ADIRONDACK TRUST CO694$54.6K0.02%013F-HRTimeline
Activest Wealth Management665$52.3K0.01%-50513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…661$52K<0.01%+4113F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC641$50.4K0.02%-18013F-HRTimeline
PITTENGER & ANDERSON INC628$49.4K<0.01%-16513F-HRTimeline
Game Plan Financial Advisors, LLC215$48.4K0.02%+7513F-HRTimeline
BARRETT & COMPANY, INC.615$48.3K0.02%013F-HRTimeline
Painted Porch Advisors LLC588$46.2K0.02%013F-HRTimeline
Iron Horse Wealth Management, LLC582$45.7K0.02%new13F-HRTimeline
Frazier Financial Advisors, LLC576$45.1K0.04%-9913F-HRTimeline
Armor Investment Advisors, LLC573$45K0.02%013F-HRTimeline
Davis Capital Management565$44.4K0.04%013F-HRTimeline
Tower View Wealth Management LLC565$44.4K0.02%+2113F-HRTimeline
Copia Wealth Management564$44.3K0.04%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC566$44K0.01%+413F-HRTimeline
Friedenthal Financial559$43.9K0.03%+36713F-HRTimeline
Palouse Capital Management, Inc.548$43.1K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC533$41.9K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC532$41.8K0.01%+113F-HRTimeline
Archer Investment Corp527$41.4K0.01%-49913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…520$40.9K<0.01%+18013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV510$40K0.01%013F-HRTimeline
Graney & King, LLC505$39.7K0.03%13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.500$39.3K0.03%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC500$39.3K<0.01%-90013F-HRTimelineGroup
Ransom Advisory, Ltd500$39.3K0.02%+20013F-HRTimeline
SIGNATUREFD, LLC491$38.6K<0.01%+1913F-HRTimeline
Beacon Capital Management, LLC484$38.1K<0.01%-40013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC473$37.2K<0.01%-1213F-HRTimeline
Continuum Advisory, LLC460$36.1K<0.01%-513F-HRTimeline
HAZLETT, BURT & WATSON, INC.460$36K0.02%+1013F-HRTimeline
HORIZON BANCORP INC /IN/445$35K0.02%new13F-HRTimeline
Indiana Trust & Investment Management Co439$34.5K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC439$34.5K0.02%013F-HRTimeline
Pacific Center for Financial Services439$34.5K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC428$33.6K0.01%013F-HRTimeline
TruNorth Capital Management, LLC419$32.9K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC396$32.9K<0.01%new13F-HRTimelineGroup
Founders Capital Management418$32.9K0.02%+213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC418$32.8K0.01%-1613F-HRTimeline
Mascoma Wealth Management LLC415$32.6K0.01%013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…404$31.8K0.01%-74313F-HRTimelineGroup
Rice Partnership, LLC397$31.2K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC395$31.1K0.02%13F-HRTimeline
Tidemark, LLC394$31K0.01%013F-HRTimeline
Key Financial Inc392$30.8K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.385$30.3K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.382$30K0.01%-8713F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd381$29.9K0.01%13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC372$29.2K<0.01%+2013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…359$28.2K<0.01%013F-HRTimelineGroup
Biltmore Family Office, LLC350$27.5K<0.01%013F-HRTimeline
Operose Advisors LLC348$27.4K0.01%013F-HRTimeline
Bristlecone Advisors, LLC337$26.5K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC330$25.9K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC324$25.5K0.01%013F-HRTimeline
Lindbrook Capital, LLC310$24.4K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC308$24.1K0.01%+113F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding305$24K-1,010Timeline
MATHER GROUP, LLC.300$23.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co300$23.6K0.01%013F-HRTimeline
Private Wealth Management Group, LLC293$23K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC284$22.7K0.01%-9813F-HRTimeline
Creative Capital Management Investments…283$22.2K0.01%-12313F-HRTimeline
Strengthening Families & Communities, L…281$22K0.01%+213F-HRTimeline
Piscataqua Savings Bank275$21.6K0.02%013F-HRTimeline
Northwest Capital Management Inc274$21.5K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC270$21.2K<0.01%new13F-HRTimeline
Sawyer & Company, Inc259$20K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC241$18.9K<0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC240$18.9K<0.01%+17513F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…238$18.8K0.01%new13F-HRTimeline
Atala Financial Inc227$17.8K0.01%13F-HRTimeline
Sage Mountain Advisors LLC223$17.5K<0.01%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.216$17K0.01%+9713F-HRTimeline
Van Hulzen Asset Management, LLC215$16.9K<0.01%new13F-HRTimeline
Transce3nd, LLC213$16.7K0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO206$16.2K<0.01%+1413F-HRTimelineGroup
First Command Advisory Services, Inc.200$15.7K<0.01%013F-HRTimeline
Register Financial Advisors LLC195$15.3K0.01%+4713F-HRTimeline
Avalon Trust Co193$15.2K<0.01%-5613F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN191$15K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC186$14.6K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC179$14.1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT175$13.8K<0.01%new13F-HRTimeline
Versant Capital Management, Inc175$13.8K<0.01%013F-HRTimeline
PSI Advisors, LLC174$13.7K<0.01%-26413F-HRTimeline
Blue Trust, Inc.154$12.1K<0.01%-59213F-HR/ATimeline
Centennial Bank/AR/in group Centennial Bank/AR/150$11.8K0.01%013F-HRTimelineGroup
PFS Partners, LLC144$11.3K0.01%+113F-HRTimeline
Eukles Asset Management142$11.2K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.140$11K<0.01%-7,63213F-HRTimelineGroup
Householder Group Estate & Retirement S…150$11K0.01%-71313F-HRTimeline
First PREMIER Bank135$11K<0.01%-6213F-HRTimeline
EASTERN BANK136$10.7K<0.01%-3413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV133$10.4K<0.01%+113F-HRTimeline
Pacifica Partners Inc.130$10.2K<0.01%013F-HRTimeline
REAP Financial Group, LLC128$10.1K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC120$9.43K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…120$9.42K0.01%13F-HRTimeline
Synergy Investment Management, LLC119$9.36K<0.01%13F-HRTimeline
Financial Freedom, LLC118$9.27K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.117$9.2K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC116$9.12K<0.01%-26513F-HRTimeline
SYM FINANCIAL Corp115$9.04K<0.01%new13F-HRTimeline
Smithfield Trust Co117$9K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC110$8.65K<0.01%-1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concord Wealth Partnersin group Concord Wealth Partners108$8.49K<0.01%013F-HRTimelineGroup
Kathleen S. Wright Associates Inc.102$8.02K<0.01%013F-HRTimeline
Stephens Consulting, LLC100$7.86K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.95$7.47K<0.01%13F-HRTimeline
New Republic Capital, LLC95$7.47K<0.01%013F-HRTimeline
GAMMA Investing LLC93$7.31K<0.01%013F-HRTimeline
Avion Wealth100$7K<0.01%-35113F-HRTimeline
Capital A Wealth Management, LLC86$6.76K0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$6.68K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC84$6.6K<0.01%013F-HRTimeline
JDM Financial Group LLC84$6.6K<0.01%013F-HRTimeline
Gold Investment Management Ltd.84$6.6K<0.01%013F-HRTimeline
Signature Resources Capital Management,…80$6.29K0.01%013F-HRTimeline
Investors Research Corp78$6.13K<0.01%013F-HRTimeline
Rakuten Securities, Inc.78$6.13K<0.01%-30313F-HRTimeline
DT Investment Partners, LLC77$6.05K<0.01%new13F-HRTimeline
Covestor Ltd73$6K<0.01%+413F-HRTimeline
Minot DeBlois Advisors LLC76$5.97K0.01%13F-HRTimeline
Winch Advisory Services, LLC73$5.74K<0.01%new13F-HRTimeline
Cornerstone National Bank & Trust Co73$5.74K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC68$5.34K<0.01%13F-HRTimeline
Bellwether Advisors, LLC58$4.56K<0.01%new13F-HRTimeline
Brooklyn Investment Group57$4.48K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC53$4.13K<0.01%013F-HRTimeline
WR Wealth Planners, LLC52$4.09K<0.01%-6213F-HRTimeline
ARVEST INVESTMENTS, INC.51$4.01K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC51$3.99K<0.01%+113F-HRTimeline
Nordwand Advisors, LLC50$3.93K<0.01%013F-HRTimeline
Compass Wealth Management LLC48$3.77K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC46$3.62K<0.01%013F-HRTimeline
MGB Wealth Management, LLC40$3.14K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC41$3K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.32$3K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC35$2.75K<0.01%013F-HRTimeline
Truvestments Capital LLC34$2.68K<0.01%-2813F-HRTimeline
SJS Investment Consulting Inc.33$2.6K<0.01%013F-HRTimeline
Morling Financial Advisors, LLC31$2.44K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC31$2.44K<0.01%13F-HRTimeline
Family Manage LLC29$2.28K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.29$2.25K<0.01%013F-HRTimeline
Financial Life Planners28$2.21K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC27$2.14K<0.01%-5913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$2.14K<0.01%-5913F-HRTimelineGroup
Wood Tarver Financial Group, LLC32$2K<0.01%13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC22$1.73K<0.01%013F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …21$1.65K<0.01%new13F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.21$1.65K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC17$1.35K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.17$1.34K0.12%-13,06613F-HRTimeline
Aventura Private Wealth, LLC13$1.02K<0.01%13F-HRTimeline
GoalVest Advisory LLC11$865<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…10$801<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC9$712<0.01%new13F-HRTimeline
Mattson Financial Services, LLC4$332<0.01%new13F-HRTimeline
Rise Advisors, LLC4$317<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates4$314<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$50<0.01%new13F-HR/ATimeline
Centerpoint Advisors, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.