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Disclosery

XLU SELECT SECTOR SPDR TR

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SHS (fund)

1,350 managers (1,364 13F filers) reported a position in XLU shares at 2024-12-31, 146,896,238 shares in all. 119 filers opened a position and 129 filers sold out during the quarter.

Managers
1,350
13F filers
1,364
New
119
Added
478
Reduced
463
Sold out
129
Shares held by filers
146,896,238

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
Madison Park Capital Advisors, LLC73,032$5.53M4.41%new13F-HRTimeline
Perkins Coie Trust Co72,020$5.45M1.2%-1,08913F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC72,000$5.45M0.1%new13F-HRTimelineGroup
Silverleafe Capital Partners, LLC71,247$5.39M1.71%+35,54513F-HRTimeline
IFP Advisors, Inc71,025$5.38M0.18%+9,65213F-HRTimeline
Regal Investment Advisors LLC70,578$5.34M0.4%-2,31013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.70,130$5.33M0.01%+1,65813F-HRTimelineGroup
Allworth Financial LP67,894$5.32M0.03%+3,57713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP69,512$5.26M0.62%+6,39813F-HRTimeline
Private Wealth Advisors, LLC68,980$5.22M2.28%+16413F-HRTimeline
Innova Wealth Partners68,915$5.22M3.29%new13F-HRTimeline
HTLF Bank68,586$5.19M0.59%-27013F-HRTimeline
Mountain Hill Investment Partners Corp.66,986$5.07M5.16%13F-HRTimeline
Northstar Advisory Group, LLC66,798$5.06M2.57%+21,79613F-HRTimeline
BRAVE ASSET MANAGEMENT INC66,567$5.04M1.6%-67613F-HRTimeline
Sound View Wealth Advisors Group, LLC66,240$5.01M0.4%+4,59713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…65,339$4.95M0.17%+3,02613F-HRTimelineGroup
Granby Capital Management, LLCin group Granby Capital Management, LLC65,000$4.92M2.55%013F-HRTimelineGroup
Quantessence Capital LLC64,953$4.92M2.02%13F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY64,760$4.9M0.16%+46,42413F-HRTimeline
Signal Advisors Wealth, LLC63,816$4.83M0.55%+35,35713F-HRTimeline
Ocean Park Asset Management, LLC63,392$4.8M0.16%+3,21813F-HRTimeline
Vickerman Investment Advisors, Inc.63,098$4.78M1.3%-2,86513F-HRTimeline
Snowden Capital Advisors LLC62,829$4.76M0.15%+64613F-HRTimeline
Fluent Financial, LLC62,812$4.75M2.1%new13F-HRTimeline
Strategic Wealth Investment Group, LLC62,760$4.75M0.52%-13,73113F-HR/ATimeline
MARTIN & CO INC /TN/62,324$4.72M1.17%-2,52513F-HRTimeline
RFG Advisory, LLC61,641$4.67M0.13%-18,00113F-HRTimeline
Gladstone Institutional Advisory LLC61,408$4.65M0.22%-15,73113F-HRTimeline
MGO ONE SEVEN LLC61,042$4.62M0.18%-2,30413F-HRTimeline
THEORY FINANCIAL LLC60,927$4.61M1.93%+1,29613F-HRTimeline
COURIER CAPITAL LLC59,757$4.52M0.31%-1,88013F-HRTimeline
GPS Wealth Strategies Group, LLC58,912$4.46M0.57%+1,75213F-HRTimeline
ALLIANCEBERNSTEIN L.P.58,046$4.39M<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/57,825$4.38M0.01%+32,78713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.57,518$4.35M0.03%-2,93613F-HRTimeline
Key Client Fiduciary Advisors, LLC57,148$4.33M1.94%-79413F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors57,100$4.32M2.33%13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.57,075$4.32M0.26%-1,30213F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…55,901$4.23M0.33%+9,50613F-HRTimelineGroup
IMZ Advisory Inc54,944$4.16M1.9%+11,54613F-HRTimeline
Foguth Wealth Management, LLC.52,230$4.15M1.09%+25,16013F-HRTimeline
Cadent Capital Advisors, LLC54,604$4.13M1.44%+1,49113F-HRTimeline
Centiva Capital, LP54,500$4.13M0.16%new13F-HRTimeline
Measured Wealth Private Client Group, L…54,473$4.12M1.33%+5,73013F-HRTimeline
ALTFEST L J & CO INC54,469$4.12M0.53%+47,55613F-HRTimeline
Omnia Family Wealth, LLC54,432$4.12M1.7%-4,15413F-HR/ATimeline
BLAIR WILLIAM & CO/IL54,347$4.11M0.01%-1,79913F-HRTimeline
Avitas Wealth Management LLC54,343$4.11M0.57%-6813F-HRTimeline
Legacy Private Trust Co.54,064$4.09M0.27%+3,24613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.53,491$4.05M1.82%+1,32213F-HRTimeline
APPLETON PARTNERS INC/MA53,159$4.02M0.3%-1,35313F-HRTimeline
One Wealth Map LLC50,104$4.02M2.44%-1,75313F-HRTimeline
STABLEFORD CAPITAL II LLC52,902$4M1.58%-54813F-HRTimeline
HARBOUR INVESTMENTS, INC.52,824$4M0.11%+12,73913F-HRTimeline
Financial Advocates Investment Manageme…52,754$3.99M0.23%+32,91113F-HRTimeline
Valence8 US LP52,247$3.95M1.9%+30713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,172$3.95M0.01%+21,34313F-HRTimeline
Estate Counselors, LLC52,172$3.95M0.42%-89,48813F-HRTimeline
WEDBUSH SECURITIES INC51,972$3.93M0.14%+6,38113F-HRTimeline
AMICA MUTUAL INSURANCE CO51,924$3.93M0.4%013F-HRTimeline
Roundview Capital LLC51,914$3.93M0.27%+61213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC51,740$3.92M0.04%+6,90713F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC51,491$3.9M0.14%-1,96513F-HRTimeline
Waycross Investment Management Co51,056$3.86M4.07%+1,26413F-HRTimeline
HCR Wealth Advisors50,496$3.82M0.48%+34713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC49,913$3.78M<0.01%-29,83213F-HRTimelineGroup
Berger Financial Group, Inc49,895$3.78M0.26%-1,67013F-HRTimeline
Ellis Investment Partners, LLC49,827$3.77M0.74%+5,90713F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC49,679$3.76M2.86%-19,81713F-HRTimeline
Sabal Trust CO49,636$3.76M0.22%-1,01413F-HRTimeline
MIdWestOne Financial Group, Inc.49,361$3.74M0.52%+1,89513F-HRTimeline
EP Wealth Advisors, LLC49,266$3.73M0.03%-37213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.49,243$3.73M0.2%+19,23313F-HR/ATimelineGroup
Second Half Financial Partners, LLC48,523$3.67M1.79%-10,67913F-HRTimeline
Ayalon Insurance Comp Ltd.48,153$3.65M1.13%-1,01013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC47,901$3.63M0.19%-235,67413F-HRTimeline
AlphaMark Advisors, LLC47,744$3.61M1.56%+41813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …47,582$3.6M0.05%-13,00813F-HRTimelineGroup
INNEALTA CAPITAL, LLC47,170$3.57M1.74%013F-HRTimeline
Verde Servicos Internacionais S.A.47,000$3.56M1.53%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management46,441$3.52M0.05%-27,42213F-HRTimelineGroup
Fiduciary Group, LLC46,295$3.5M0.35%-1,09513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…46,198$3.5M0.09%-9,38013F-HRTimelineGroup
Perbak Capital Partners LLP45,944$3.48M1.86%new13F-HRTimeline
Centurion Wealth Management LLC45,765$3.46M1.08%+2,60213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.45,210$3.42M2.58%-5,47513F-HRTimeline
LMR Partners LLPin group LMR Partners LLP44,978$3.4M0.06%+38,23813F-HRTimelineGroup
TRUST CO OF OKLAHOMA44,853$3.39M1.09%+1,84413F-HRTimeline
Apriem Advisors44,800$3.39M0.39%-25013F-HRTimeline
Cranbrook Wealth Management, LLC44,601$3.38M0.78%-1,70313F-HRTimeline
Summit Financial, LLC44,498$3.37M0.12%+4,66013F-HRTimeline
HAMEL ASSOCIATES, INC.44,100$3.34M1.07%-513F-HRTimeline
Canal Capital Management, LLC43,857$3.32M0.54%new13F-HRTimeline
Wealth Quarterback LLC43,727$3.31M1.55%-6,88213F-HRTimeline
FORBES J M & CO LLP43,342$3.28M0.32%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC43,287$3.28M0.08%+8,84313F-HRTimeline
ADG Wealth Management Group, LLC43,207$3.27M2.9%13F-HRTimeline
CENTRAL TRUST Co42,835$3.24M0.08%-8,23813F-HRTimeline
Advisors Capital Management, LLC42,744$3.24M0.05%new13F-HRTimeline
Valmark Advisers, Inc.42,451$3.21M0.05%+12,90713F-HRTimeline
Provident Co of the Employees of the He…42,353$3.2M3.73%+49013F-HRTimeline
Focus Financial Network, Inc.41,864$3.17M0.13%+14,01213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.41,373$3.13M2.87%13F-HRTimeline
Bray Capital Advisors41,371$3.13M0.85%-6,62913F-HRTimeline
S. R. Schill & Associates41,244$3.12M2.61%-3,29613F-HRTimeline
Financial Partners Group, LLC41,073$3.11M1.29%+17,96113F-HRTimeline
FNY Investment Advisers, LLC41,015$3.1M1.61%+39,51913F-HRTimeline
FMR LLCin group FMR LLC40,568$3.07M<0.01%+3,40613F-HRTimelineGroup
CIBC WORLD MARKETS CORP39,941$3.02M0.02%+12,08713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp39,680$3M0.09%+1413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.39,647$3M0.21%-84113F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC39,332$2.98M0.69%-12,58313F-HRTimeline
OLD NATIONAL BANCORP /IN/39,186$2.97M0.07%+2,24013F-HRTimeline
DAVENPORT & Co LLC38,913$2.95M0.02%-51,15813F-HRTimeline
INVESTMENT PARTNERS, LTD.38,795$2.94M1.21%013F-HRTimeline
Integrated Advisors Network LLC38,760$2.93M0.14%+8,69813F-HRTimeline
INTEGRITY ALLIANCE, LLC.38,139$2.89M0.31%13F-HRTimeline
Ausdal Financial Partners, Inc.38,036$2.88M0.25%+34,22313F-HRTimeline
Providence First Trust Co38,036$2.88M1.08%+25013F-HRTimeline
WBH ADVISORY INC37,946$2.87M0.27%-25513F-HRTimeline
Waverly Advisors, LLC37,738$2.86M0.04%-2,82313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…37,737$2.86M0.01%-8813F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…37,673$2.85M1.08%+45013F-HRTimeline
FIRST MERCHANTS CORP37,605$2.85M0.11%-56913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp37,548$2.84M0.01%+3713F-HRTimelineGroup
LCM Capital Management Inc37,203$2.82M1.59%+6013F-HRTimeline
Eisler Capital Management Ltd.36,811$2.81M0.09%13F-HRTimeline
CoreCap Advisors, LLC37,012$2.8M0.13%-7,78513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC36,884$2.79M0.13%+2,26713F-HRTimelineGroup
MONTAG A & ASSOCIATES INC36,668$2.78M0.13%+18513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC36,515$2.76M0.36%-67513F-HRTimeline
Fortis Group Advisors, LLC36,358$2.75M0.51%-171,25113F-HRTimeline
West Financial Advisors, LLC36,252$2.74M0.53%+3,07813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.36,102$2.73M0.29%-2,64713F-HRTimeline
Provida Pension Fund Administrator36,049$2.73M0.06%013F-HRTimeline
Koa Wealth Management, LLC36,000$2.72M2.23%-1,51213F-HRTimeline
CIM INVESTMENT MANAGEMENT INC35,996$2.72M0.8%+16413F-HRTimeline
Asset Allocation Strategies LLC34,205$2.71M0.65%-16,00813F-HRTimeline
Foundations Investment Advisors, LLC35,722$2.7M0.05%-9,52513F-HRTimeline
Canton Hathaway, LLC35,463$2.68M0.67%+5,01013F-HRTimeline
PFG Investments, LLC35,411$2.68M0.17%+1,46613F-HRTimeline
Corundum Group, Inc.35,321$2.67M1%+12,98813F-HRTimeline
Sandy Spring Bank35,257$2.67M0.11%-2,50813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding35,173$2.66M+840Timeline
Park Edge Advisors, LLC35,096$2.66M0.77%+4,04713F-HRTimeline
Retireful, LLC34,793$2.63M1.48%new13F-HRTimeline
Prosperity Consulting Group, LLC34,765$2.63M0.2%+6,38713F-HRTimeline
Schonfeld Strategic Advisors LLC34,707$2.63M0.02%+34,70613F-HRTimeline
Global Retirement Partners, LLC34,700$2.63M0.08%-2,73513F-HRTimeline
City Center Advisors, LLC34,548$2.61M2.94%-9,83813F-HRTimeline
Wayfinding Financial, LLC34,503$2.61M1.4%-3,83413F-HRTimeline
TAP Consulting, LLC34,479$2.61M0.53%+27513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.34,404$2.6M0.03%+21,40813F-HR/ATimelineGroup
TRUE Private Wealth Advisors34,182$2.59M0.31%+12313F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …34,091$2.58M<0.01%-4,63713F-HRTimelineGroup
Winthrop Capital Management, LLC34,002$2.58M0.69%-1,37313F-HRTimeline
Verition Fund Management LLC34,028$2.58M0.01%+10,00013F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…34,000$2.57M0.21%013F-HRTimelineGroup
Simmons Bankin group Simmons Bank33,738$2.55M0.19%-3313F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK33,727$2.55M0.02%+45213F-HRTimelineGroup
Collaborative Wealth Managment Inc.33,609$2.54M1.15%-1,46913F-HRTimeline
Pinnacle Financial Partners Inc33,240$2.54M0.05%+25013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding32,981$2.5M+4Timeline
SeaCrest Wealth Management, LLC32,293$2.44M0.26%-2,31213F-HRTimeline
J. Goldman & Co LP32,167$2.43M0.09%+25,22013F-HRTimeline
Howard Capital Management Group, LLC31,876$2.41M0.17%-72613F-HRTimeline
CX Institutional31,855$2.41M0.1%+3,77413F-HRTimeline
Rye Brook Capital LLC31,800$2.41M2.89%new13F-HRTimeline
Fairvoy Private Wealth, LLC31,779$2.41M0.64%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA31,736$2.4M0.01%-3,95313F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC31,438$2.38M0.98%+63913F-HRTimeline
D.A. DAVIDSON & CO.31,393$2.38M0.02%-24,04013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC31,064$2.35M0.42%-1,31513F-HRTimeline
Rockport Wealth LLC30,632$2.35M1.04%-172,51013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.30,973$2.34M0.3%-5,37713F-HRTimeline
Alpha Cubed Investments, LLC30,506$2.31M0.11%+19,55013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE30,500$2.31M<0.01%+22,10013F-HRTimelineGroup
Tyler-Stone Wealth Management30,486$2.31M0.41%+8,06113F-HRTimeline
Spectrum Wealth Counsel, LLC30,338$2.3M0.27%-7013F-HRTimeline
Pallas Capital Advisors LLC30,301$2.29M0.1%+9013F-HRTimeline
Wilson & Boucher Capital Management, LLC30,294$2.29M1.62%-52613F-HRTimeline
Sage Capital Advisors,llc29,734$2.25M0.59%+19313F-HRTimeline
Kingsview Wealth Management, LLC29,548$2.24M0.04%-403,07213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA29,031$2.2M<0.01%-102,76013F-HR/ATimelineGroup
Zullo Investment Group, Inc.29,005$2.2M0.89%-42913F-HRTimeline
Summit Trail Advisors, LLC28,951$2.19M0.08%-108,00113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding28,915$2.19M+287Timeline
Modera Wealth Management, LLC28,856$2.18M0.03%-66113F-HRTimeline
Smith Thornton Advisors LLC28,747$2.18M1.37%-2413F-HRTimeline
Private Capital Management, LLC28,568$2.16M0.23%-5,64013F-HRTimeline
Laurel Wealth Advisors LLC28,563$2.16M0.34%+2,45213F-HRTimeline
SYNOVUS FINANCIAL CORP28,538$2.16M0.03%-25,12413F-HRTimeline
Encompass More Asset Management28,420$2.15M0.71%+22,62313F-HRTimeline
LM Advisors LLC28,244$2.14M0.38%-1,53813F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding28,222$2.14M+3,177Timeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC28,216$2.14M0.67%+17413F-HRTimeline
AMG National Trust Bank28,068$2.13M0.06%+1,27813F-HRTimeline
Kazazian Asset Management, LLC28,000$2.12M1.67%13F-HRTimeline
Symmetry Partners, LLC27,956$2.12M0.3%+5,25113F-HRTimeline