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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
Lake Hills Wealth Management, LLC27,867$2.11M1.44%+1,84513F-HRTimeline
Shepherd Financial Partners LLC27,662$2.09M0.25%+28713F-HRTimeline
Everstar Asset Management, LLC27,443$2.08M1.47%-56213F-HRTimeline
PATTEN & PATTEN INC/TN27,359$2.07M0.14%-36813F-HRTimeline
Callan Capital, LLC27,068$2.05M0.15%-1,09413F-HRTimeline
Fox Hill Wealth Management27,042$2.05M1.16%-31413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK26,987$2.04M0.01%-92313F-HRTimelineGroup
Premier Path Wealth Partners, LLC26,968$2.04M0.31%+2,39213F-HRTimeline
Ranch Capital Advisors Inc.26,786$2.03M0.96%+1,64013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC26,531$2.01M0.08%+10,65713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …26,478$2M0.06%-4,27413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC26,043$1.97M0.02%+1,87513F-HRTimeline
Maven Securities LTDin group Maven Securities LTD26,030$1.97M0.32%-6,29513F-HRTimelineGroup
Beck Bode, LLC25,947$1.96M0.36%013F-HRTimeline
JSF Financial, LLC25,873$1.96M0.52%+85913F-HRTimeline
Perigon Wealth Management, LLC24,640$1.94M0.05%-20,41413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding25,578$1.94M-4,173Timeline
Mechanics Bank Trust Department25,577$1.94M0.26%+61413F-HRTimeline
RPg Family Wealth Advisory, LLC25,521$1.93M0.68%+3,04613F-HRTimeline
Crews Bank & Trust25,487$1.93M0.33%13F-HRTimeline
AE Wealth Management LLC25,359$1.92M0.02%-77,14313F-HRTimeline
Koshinski Asset Management, Inc.25,180$1.91M0.17%-41513F-HRTimeline
Cabana LLC25,054$1.9M9.39%+4,17713F-HRTimeline
Consolidated Investment Group LLC25,000$1.89M0.27%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC24,992$1.89M0.73%+52513F-HRTimeline
EHP Funds Inc.24,800$1.88M1.94%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.24,740$1.87M0.98%+96113F-HRTimeline
Ashton Thomas Private Wealth, LLC24,666$1.87M0.07%-17,04013F-HRTimeline
Magnus Financial Group LLC24,639$1.86M0.18%+4,10613F-HRTimeline
Mutual Advisors, LLC23,652$1.86M0.05%-18,10913F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A24,570$1.86M0.01%-10,07313F-HRTimelineGroup
World Investment Advisors24,299$1.84M0.05%-10,24813F-HRTimeline
Choate Investment Advisors24,120$1.83M0.04%-2,68013F-HRTimeline
KOM Wealth Management Group, LLC24,049$1.82M1.34%+2,57713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC24,000$1.82M0.05%013F-HRTimeline
GUIDANCE CAPITAL, INC22,814$1.81M0.55%+2,27813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC23,793$1.8M0.13%-4213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,786$1.8M0.04%-19,97413F-HRTimelineGroup
Capital Investment Advisory Services, L…23,551$1.78M0.17%+11513F-HRTimeline
Wealthfront Advisers LLC23,549$1.78M0.01%+2,61513F-HR/ATimeline
PRIVATE TRUST CO NA23,489$1.78M0.18%-39413F-HRTimeline
Ironsides Asset Advisors, LLC23,485$1.78M0.51%+32513F-HRTimeline
Midwest Financial Group LLC23,433$1.77M1.02%+3,47013F-HRTimeline
Sendero Wealth Management, LLC23,375$1.77M0.26%013F-HRTimeline
Aspen Investment Management Inc23,055$1.75M0.81%+2,76513F-HRTimeline
Lionsbridge Wealth Management LLC22,933$1.74M1.46%-1,83013F-HRTimeline
WESPAC Advisors SoCal, LLC22,857$1.73M0.39%-1,51613F-HRTimeline
Zuckerman Investment Group, LLC22,057$1.73M0.17%+2,37713F-HRTimeline
Intrepid Financial Planning Group LLC22,810$1.73M0.73%-92613F-HRTimeline
Accretive Wealth Partners, LLC22,766$1.72M0.73%-2913F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC22,754$1.72M0.11%013F-HRTimeline
Performance Wealth Partners, LLC22,433$1.7M0.05%-39313F-HRTimeline
M1 Capital Management LLC22,360$1.69M0.91%13F-HRTimeline
Geneos Wealth Management Inc.22,353$1.69M0.06%-39,90913F-HRTimeline
Orange Investment Advisors, Inc.22,303$1.69M0.19%-15313F-HRTimeline
Kercheville Advisors, LLC22,100$1.67M0.65%-80013F-HRTimeline
Manhattan West Asset Management, LLC21,997$1.66M0.45%+11,70413F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC21,910$1.66M2.11%-53813F-HRTimeline
ExodusPoint Capital Management, LP21,646$1.64M0.02%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC21,555$1.63M0.62%+2,14413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,543$1.63M0.07%+7113F-HRTimeline
CHILTON INVESTMENT CO INC.21,500$1.63M0.04%013F-HRTimeline
Cresset Asset Management, LLC21,423$1.62M0.01%-8,24513F-HRTimeline
Savior LLC21,378$1.62M9.27%+9013F-HRTimeline
Accel Wealth Management21,297$1.61M0.61%+71613F-HRTimeline
Sharper & Granite LLC21,286$1.61M0.71%+75513F-HRTimeline
Connecticut Wealth Management, LLC26,220$1.61M0.08%+18,72013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC21,247$1.61M0.84%+13613F-HRTimeline
NCM Capital Management, LLC21,159$1.6M0.72%+6313F-HRTimeline
PROFFITT & GOODSON INC21,053$1.59M0.26%+4813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…20,968$1.59M<0.01%+28813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,010$1.59M0.14%+2,22613F-HRTimeline
Venture Visionary Partners LLC21,003$1.59M0.07%+15613F-HR/ATimeline
Stonebridge Financial Group, LLC20,984$1.59M0.18%13F-HRTimeline
IBEX WEALTH ADVISORS20,924$1.58M0.19%new13F-HRTimeline
Private Portfolio Partners LLC20,918$1.58M0.29%+85513F-HRTimeline
Laraway Financial Advisors Inc20,893$1.58M1.22%+42913F-HRTimeline
SYKON CAPITAL LLC20,767$1.57M0.54%+86313F-HRTimeline
Pinnacle Family Advisors, LLC20,662$1.56M0.76%+9,17913F-HRTimeline
Community Bank, N.A.20,523$1.55M0.2%-5813F-HRTimeline
HBK Sorce Advisory LLC20,429$1.55M0.05%+2,93213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…20,409$1.54M0.03%+63713F-HRTimelineGroup
CORRADO ADVISORS, LLC20,408$1.54M1.01%+3,70313F-HRTimeline
Manchester Capital Management LLC20,405$1.54M0.18%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd20,337$1.54M0.03%new13F-HRTimelineGroup
1ST SOURCE BANK20,276$1.53M0.09%-16913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC20,261$1.53M0.11%-1313F-HRTimeline
Aristides Capital LLC20,188$1.53M0.48%+2,18013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.20,187$1.53M0.71%-513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,140$1.52M0.01%+7,12313F-HRTimelineGroup
Tepp RIA, LLC19,898$1.51M2.23%13F-HRTimeline
Stamos Capital Partners, L.P.19,820$1.5M0.35%+6,95013F-HRTimeline
CTC Alternative Strategies, Ltd.19,800$1.5M1.94%new13F-HRTimeline
Horizon Investments, LLC19,616$1.48M0.04%+2,44413F-HRTimeline
Fulcrum Equity Management19,379$1.47M1.45%+7,54113F-HRTimeline
MONECO ADVISORS, LLC19,361$1.47M0.15%+4,13213F-HR/ATimeline
Counterweight Ventures, LLC19,354$1.46M1.04%+68713F-HRTimeline
Trust Co19,235$1.46M0.17%+1,50313F-HRTimeline
FLOYD FINANCIAL GROUP LLC19,155$1.45M1.19%13F-HRTimeline
Ransom Advisory, Ltd19,037$1.44M0.66%+1,11113F-HRTimeline
Merit Financial Group, LLC19,004$1.44M0.03%+6,00313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,897$1.43M0.04%+15513F-HRTimelineGroup
Vantage Financial Partners, LLC18,779$1.42M0.36%-92713F-HRTimeline
Atom Investors LP18,717$1.42M0.18%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC18,593$1.41M0.63%13F-HRTimeline
Good Life Advisors, LLC18,586$1.41M0.1%+8,59213F-HRTimeline
Cullen Capital Management, LLC18,583$1.41M0.02%new13F-HRTimeline
Raleigh Capital Management Inc.18,579$1.41M0.54%-2,26913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC18,576$1.41M1.08%-26,98713F-HRTimeline
NVWM, LLC18,492$1.4M0.35%-76613F-HRTimeline
Concentric Capital Strategies, LP18,447$1.4M0.09%-61,22113F-HRTimeline
WP Advisors, LLC18,441$1.4M0.47%-2413F-HRTimeline
Intrua Financial, LLC18,432$1.4M0.23%+12,25813F-HRTimeline
Polymer Capital Management (HK) LTD18,384$1.39M0.24%+10,00013F-HRTimeline
Asset Advisors Investment Management, L…18,098$1.37M0.14%+54713F-HRTimeline
Quantinno Capital Management LP18,088$1.37M0.01%+4,62813F-HRTimeline
Freedom Financial Partners LLC18,084$1.37M0.66%13F-HRTimeline
Arkadios Wealth Advisors18,058$1.37M0.07%+1,70413F-HRTimeline
Strategic Blueprint, LLC18,050$1.37M0.08%+1,71113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,023$1.36M0.01%-3,12413F-HRTimelineGroup
Parkside Investments, LLC18,000$1.36M0.2%-7,00013F-HRTimeline
Western Wealth Management, LLC17,815$1.35M0.09%-61213F-HR/ATimeline
Hudock, Inc.17,684$1.34M0.23%+1,01213F-HRTimeline
Soltis Investment Advisors LLC17,635$1.33M0.12%+11,21613F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co17,558$1.33M0.09%+17,26413F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV17,532$1.33M0.9%13F-HRTimeline
CITY HOLDING CO17,469$1.32M0.19%-1,47013F-HRTimeline
Stillwater Capital Advisors, LLC17,425$1.32M0.16%+69913F-HRTimeline
TD Waterhouse Canada Inc.17,418$1.32M0.01%-57,53113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,252$1.31M<0.01%-8,24313F-HRTimelineGroup
JBR Co Financial Management Inc17,226$1.3M0.79%+28013F-HRTimeline
Glass Jacobson Investment Advisors llc17,199$1.3M0.43%-87013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Northeast Financial Consultants Inc17,195$1.3M0.05%+15713F-HRTimeline
Heritage Wealth Advisors17,180$1.3M0.06%-20,83113F-HRTimeline
CHANNEL WEALTH LLC17,094$1.29M0.42%-13,80613F-HRTimeline
Larson Financial Group LLC17,045$1.29M0.07%+3,66113F-HRTimeline
GeoWealth Management, LLC17,042$1.29M0.04%+1,72613F-HRTimeline
PLUSTICK MANAGEMENT LLC17,000$1.29M0.81%013F-HRTimeline
Certified Advisory Corp16,914$1.28M0.14%+32113F-HRTimeline
WorthPointe, LLC16,854$1.28M0.53%-42513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,835$1.27M0.08%-49,69513F-HRTimelineGroup
Sepio Capital, LP16,716$1.27M0.1%+113F-HRTimeline
Carnegie Investment Counsel16,696$1.26M0.04%+11013F-HRTimeline
Avior Wealth Management, LLC16,606$1.26M0.05%+19813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,570$1.25M0.12%+29613F-HRTimeline
Kovack Advisors, Inc.16,559$1.25M0.12%+7,62013F-HRTimeline
Silver Coast Investments LLC16,465$1.25M0.47%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp16,434$1.24M0.12%+1,18213F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA16,400$1.24M<0.01%-45,24713F-HRTimelineGroup
Moors & Cabot, Inc.16,256$1.23M0.06%+1,36713F-HRTimeline
Altura Wealth Advisors Inc.16,069$1.22M0.9%-2,30613F-HRTimeline
Keystone Financial Group16,046$1.21M0.12%+80813F-HRTimeline
Nvest Financial, LLC15,974$1.21M0.61%-65313F-HRTimeline
Kraft, Davis & Associates, LLC15,237$1.21M0.34%-11,77013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,921$1.21M0.02%-6,22113F-HRTimelineGroup
Econ Financial Services Corp15,906$1.2M0.69%new13F-HRTimeline
Arete Wealth Advisors, LLC15,916$1.2M0.09%+73913F-HRTimeline
Aster Capital Management (DIFC) Ltd15,698$1.19M0.45%new13F-HRTimeline
Shum Financial Group, Inc.15,698$1.19M1.03%+12313F-HRTimeline
Evernest Financial Advisors, LLC15,631$1.18M0.31%+1,49413F-HRTimeline
Diversified Enterprises, LLC15,614$1.18M0.11%+38413F-HRTimeline
Y-Intercept (Hong Kong) Ltd15,604$1.18M0.08%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC15,589$1.18M0.21%+8,01213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…15,519$1.17M0.09%-14413F-HRTimeline
Private Wealth Group, LLC15,508$1.17M0.57%+22313F-HRTimeline
Grandview Asset Management LLC15,482$1.17M0.43%+10,69713F-HRTimeline
FARMERS TRUST CO15,477$1.17M0.22%-47613F-HRTimeline
Clear Creek Financial Management, LLC15,455$1.17M0.13%+8,54113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC15,441$1.17M0.58%-70,34313F-HRTimeline
Granite Harbor Advisors, Inc.15,428$1.17M0.65%+63213F-HRTimeline
Essential Planning, LLC.14,698$1.17M0.01%new13F-HRTimeline
LEE DANNER & BASS INC15,364$1.16M0.09%-94013F-HRTimeline
COUNTRY CLUB BANK15,231$1.15M0.08%+19713F-HRTimeline
Allred Capital Management, LLC15,233$1.15M0.45%+6,27613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,194$1.15M<0.01%+3,60613F-HRTimelineGroup
FINANCIAL COUNSELORS INC15,115$1.14M0.02%-72013F-HRTimeline
Terra Nova Asset Management LLC15,073$1.14M0.87%+9213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,751$1.13M0.09%-11,840,96613F-HRTimeline
Freedom Investment Management, Inc.14,751$1.12M0.09%-11,12213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC14,749$1.12M0.22%+2,95113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC13,733$1.11M0.65%13F-HRTimeline
Venturi Wealth Management, LLC14,639$1.11M0.05%-10513F-HRTimeline
WINCAP FINANCIAL LLC14,577$1.1M1.12%13F-HRTimeline
Rock Point Advisors, LLC14,318$1.08M0.32%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG14,240$1.08M0.02%+4,50013F-HRTimelineGroup
Treynor Bancshares, Inc.14,245$1.08M1.14%+2,24313F-HRTimeline
Parallel Advisors, LLC14,236$1.08M0.02%-75513F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …14,220$1.08M0.96%13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.14,362$1.07M0.49%+5613F-HRTimeline
Castleview Partners, LLC14,064$1.07M0.58%-1,11313F-HR/ATimeline
SMART Wealth LLC14,056$1.06M0.38%-15,37813F-HRTimeline
WealthShield Partners, LLC14,022$1.06M0.15%-25013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,003$1.06M0.1%+11,63713F-HRTimeline
Cladis Investment Advisory, LLC13,917$1.05M0.75%+20113F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…13,514$1.04M0.74%-9513F-HRTimeline
Shulman DeMeo Asset Management LLC13,708$1.04M0.28%-1813F-HRTimeline
Sage Capital Management, LLC13,697$1.04M0.52%+8113F-HRTimeline
NWAM LLC13,665$1.03M0.06%+1,07713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…13,656$1.03M<0.01%-3,72213F-HRTimelineGroup
Sowa Financial Group, Inc.13,533$1.02M0.64%-49813F-HRTimeline