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Disclosery

XLP SELECT SECTOR SPDR TR

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STATE STREET CON (fund)

1,189 managers (1,200 13F filers) reported a position in XLP shares at 2025-06-30, 169,992,563 shares in all. 99 filers opened a position and 95 filers sold out during the quarter.

Managers
1,189
13F filers
1,200
New
99
Added
456
Reduced
435
Sold out
95
Shares held by filers
169,992,563

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ROTHSCHILD INVESTMENT LLC975$79K<0.01%+413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…972$78.7K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.943$77.8K0.02%new13F-HRTimeline
Finley Financial, LLC945$76.5K0.04%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.900$72.9K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.892$72.2K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC891$72.1K<0.01%-5113F-HRTimeline
MassMutual Private Wealth & Trust, FSB876$70.9K<0.01%+7613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…866$70.1K0.02%013F-HRTimelineGroup
UMB Bank, n.a.830$67.2K<0.01%013F-HR/ATimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise793$64K<0.01%013F-HRTimelineGroup
Paladin Advisory Group, LLC784$63.5K0.05%013F-HRTimeline
Missouri Trust & Investment Co741$60K0.02%+54113F-HRTimeline
Copia Wealth Management740$59.9K0.05%+2013F-HRTimeline
EASTERN BANK729$59K<0.01%+62713F-HRTimeline
Kiker Wealth Management, LLC717$58.1K0.03%-7713F-HRTimeline
Atlantic Edge Private Wealth Management…690$55.9K0.02%013F-HRTimeline
Asset Management One Co., Ltd.682$55.2K<0.01%+66513F-HRTimeline
WPG Advisers, LLC675$54.7K0.05%013F-HRTimeline
Cornerstone Planning Group LLC675$54.3K0.01%-20913F-HRTimeline
ADIRONDACK TRUST CO670$54.2K0.02%-2413F-HRTimeline
BARRETT & COMPANY, INC.648$52.5K0.02%+3313F-HRTimeline
Barnes Dennig Private Wealth Management…643$52.1K0.06%+24313F-HRTimeline
Union Bancaire Privee, UBP SA778$50K<0.01%013F-HRTimeline
Painted Porch Advisors LLC588$47.6K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC583$47.2K0.03%+413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.574$46.5K<0.01%+6013F-HRTimelineGroup
Coston, McIsaac & Partners560$45K0.01%-47513F-HRTimeline
Tower View Wealth Management LLC555$45K0.02%+413F-HRTimeline
Palouse Capital Management, Inc.548$44.4K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC545$44K0.01%-2113F-HRTimeline
Archer Investment Corp529$42.8K0.01%+113F-HRTimeline
Armor Investment Advisors, LLC513$41.5K0.02%-6013F-HRTimeline
Graney & King, LLC511$41.4K0.03%+313F-HRTimeline
United Community Bankin group United Community Bank509$41.2K0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV510$41K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC500$40.5K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC500$40.5K0.03%-19613F-HRTimeline
Millstone Evans Group, LLC499$40.4K0.03%+5213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC482$39.1K<0.01%-41113F-HRTimeline
PITTENGER & ANDERSON INC480$38.9K<0.01%013F-HRTimeline
Crewe Advisors LLC480$38.9K0.01%013F-HRTimeline
Activest Wealth Management477$38.6K0.01%-3413F-HRTimeline
Rice Partnership, LLC458$37.1K0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.457$37K0.03%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.450$36K0.01%-1013F-HRTimeline
HORIZON BANCORP INC /IN/445$36K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ATTICUS WEALTH MANAGEMENT, LLC442$35.8K0.01%-58813F-HRTimeline
Indiana Trust & Investment Management Co439$35.5K0.01%013F-HRTimeline
Pacific Center for Financial Services439$35.5K0.01%013F-HRTimeline
Founders Financial Alliance, LLC438$35.5K0.01%-29013F-HRTimeline
SIGNATUREFD, LLC429$34.8K<0.01%-9313F-HRTimeline
DUNCKER STREETT & CO INC428$34.7K0.01%013F-HRTimeline
Traub Capital Management LLC425$34.4K0.03%13F-HRTimeline
Founders Capital Management421$34.1K0.02%+213F-HRTimeline
TruNorth Capital Management, LLC419$33.9K0.01%013F-HRTimeline
Mascoma Wealth Management LLC415$33.6K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC395$32K0.01%013F-HRTimeline
Tidemark, LLC394$31.9K0.01%013F-HRTimeline
Key Financial Inc392$31.7K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.390$31.6K<0.01%+313F-HRTimeline
Carolina Wealth Advisors, LLC369$29.9K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…359$29.1K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC354$28.7K<0.01%-36913F-HRTimeline
Biltmore Family Office, LLC350$28.3K<0.01%013F-HRTimeline
Operose Advisors LLC348$28.2K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…347$28.1K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC346$28K<0.01%-1713F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC334$27K0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC330$26.7K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.324$26.2K<0.01%-1,98113F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC324$26.2K0.01%013F-HRTimeline
WealthShield Partners, LLC317$25.7K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…305$25K0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd300$24.3K<0.01%-8113F-HR/ATimelineGroup
Strengthening Families & Communities, L…284$23K0.01%+213F-HRTimeline
Creative Capital Management Investments…283$22.9K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.280$22.7K<0.01%-28013F-HRTimeline
Piscataqua Savings Bank275$22.3K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC274$22.2K<0.01%013F-HRTimeline
Northwest Capital Management Inc274$22.2K0.01%013F-HRTimeline
Capitol Family Office, Inc.269$21.8K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\260$21.1K<0.01%-1,42113F-HRTimelineGroup
Friedenthal Financial257$20.8K0.01%+5513F-HRTimeline
Tortoise Investment Management, LLC238$19.3K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.238$19.2K0.01%-33913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.235$19K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ALERUS FINANCIAL NA234$18.9K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC232$18.8K<0.01%-6513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC229$18.5K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.228$18.5K0.01%new13F-HRTimeline
SIERRA OCEAN, LLC225$18.2K0.01%new13F-HRTimeline
DT Investment Partners, LLC223$18.1K<0.01%+3513F-HRTimeline
Sage Mountain Advisors LLC223$18.1K<0.01%013F-HRTimeline
Dynamic Wealth Strategies, LLC222$18K0.01%-2413F-HRTimeline
Park Square Financial Group, LLC222$18K0.01%+13213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.216$17.5K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO206$16.7K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.200$16.2K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC200$16.2K0.04%new13F-HRTimeline
Advantage Trust Co200$16.2K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST199$16.1K<0.01%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management198$16K<0.01%new13F-HRTimelineGroup
Register Financial Advisors LLC195$15.8K0.01%013F-HRTimeline
MASECO LLP192$15.5K<0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN191$15.5K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC181$14.7K0.01%13F-HRTimeline
Smartleaf Asset Management LLC182$14.7K<0.01%-4613F-HRTimeline
HHM Wealth Advisors, LLC179$14.5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC175$14.2K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT175$14.2K<0.01%013F-HRTimeline
Versant Capital Management, Inc175$14.2K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.173$14K0.01%-1413F-HR/ATimelineGroup
Smallwood Wealth Investment Management,…166$13.4K0.01%new13F-HRTimeline
Bellwether Advisors, LLC165$13.4K<0.01%+10713F-HRTimeline
Investors Research Corp153$12.4K<0.01%+7513F-HRTimeline
Nemes Rush Group LLC151$12.2K<0.01%-23513F-HRTimeline
PFS Partners, LLC146$11.8K0.01%+113F-HRTimeline
Eukles Asset Management142$11.5K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC140$11.3K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.140$11.3K<0.01%+1913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC139$11.3K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV134$10.9K<0.01%013F-HRTimeline
Pacifica Partners Inc.130$10.5K<0.01%013F-HRTimeline
Grove Bank & Trust129$10.4K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …128$10.4K<0.01%-37913F-HRTimelineGroup
McIlrath & Eck, LLC124$10K<0.01%013F-HRTimeline
First PREMIER Bank129$10K<0.01%-613F-HRTimeline
Comprehensive Financial Planning, Inc./…121$9.82K0.01%+113F-HRTimeline
WEBSTER BANK, N. A.121$9.8K<0.01%013F-HRTimeline
Brooklyn Investment Group118$9.55K<0.01%+6113F-HR/ATimeline
Financial Freedom, LLC118$9.54K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC116$9.39K<0.01%013F-HRTimeline
Smithfield Trust Co117$9K<0.01%013F-HRTimeline
Covestor Ltd106$9K0.01%-1313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC110$8.91K<0.01%013F-HR/ATimeline
Scarborough Advisors, LLC108$8.77K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.102$8.26K<0.01%013F-HRTimeline
Compass Financial Services Inc101$8.15K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.100$8.1K0.02%013F-HRTimeline
Avion Wealth100$8K<0.01%013F-HR/ATimeline
GAMMA Investing LLC93$7.53K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC85$6.88K<0.01%013F-HRTimeline
Gold Investment Management Ltd.84$6.88K<0.01%013F-HRTimeline
SYM FINANCIAL Corp85$6.88K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC85$6.88K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC84$6.8K<0.01%013F-HRTimeline
JDM Financial Group LLC84$6.8K<0.01%013F-HRTimeline
Signature Resources Capital Management,…80$6.48K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC76$6.15K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…74$5.99K<0.01%-120,19213F-HRTimelineGroup
Winch Advisory Services, LLC73$5.91K<0.01%013F-HRTimeline
Transce3nd, LLC65$5.26K<0.01%-5,03413F-HRTimeline
Global Trust Asset Management, LLC53$4.25K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC51$4.16K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.51$4.13K<0.01%013F-HRTimeline
MGB Wealth Management, LLC40$3.24K<0.01%013F-HRTimeline
JNBA Financial Advisors39$3.16K<0.01%+1813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC41$3K<0.01%013F-HRTimeline
CNB Bank37$3K<0.01%013F-HRTimeline
Olistico Wealth, LLC35$2.83K<0.01%013F-HRTimeline
Truvestments Capital LLC35$2.8K<0.01%-5313F-HRTimeline
SJS Investment Consulting Inc.33$2.67K<0.01%013F-HRTimeline
Morling Financial Advisors, LLC31$2.51K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC31$2.51K<0.01%+3013F-HRTimeline
Belmont Capital, LLC30$2.43K<0.01%013F-HRTimeline
Family Manage LLC29$2.35K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC27$2.19K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$2.19K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.27$2.19K<0.01%13F-HRTimeline
Richardson Capital Management LLC26$2.1K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.20$2K<0.01%+213F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC1,781$1.78K<0.01%+1,75913F-HR/ATimeline
Bogart Wealth, LLC18$1.49K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC13$1.05K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT11$891<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…10$825<0.01%013F-HRTimeline
Rise Advisors, LLC10$819<0.01%+613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …10$810<0.01%13F-HRTimelineGroup
Cranbrook Wealth Management, LLC9$733<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.7$567<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4$324<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates4$324<0.01%-14513F-HRTimeline
Principia Wealth Advisory, LLC2$162<0.01%-1913F-HRTimeline
Parallax Volatility Advisers, L.P.1$81<0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.10$00%-2513F-HRTimelineValue filed as zero, left out of ratios.
Centerpoint Advisors, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Wood Tarver Financial Group, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.