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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
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,492$1.02M0.01%-81213F-HRTimelineGroup
SVB WEALTH LLC13,470$1.02M0.02%new13F-HRTimeline
Resonant Capital Advisors, LLC13,465$1.02M0.07%-1313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…13,456$1.02M0.04%+69813F-HRTimeline
FIFTH LANE CAPITAL, LP13,217$1M2.94%new13F-HRTimeline
Creekside Partners13,202$999K0.52%+1,41313F-HRTimeline
Waterway Wealth Management, LLC13,155$996K0.44%-1,87613F-HRTimeline
Fourth Dimension Wealth, LLC13,125$994K0.52%13F-HRTimeline
Stone Summit Wealth LLC13,110$992K0.33%-3013F-HRTimeline
First Horizon Advisors, Inc.13,088$991K0.03%+8713F-HRTimeline
OneDigital Investment Advisors LLC12,958$981K0.01%+2413F-HRTimeline
Belpointe Asset Management LLC12,845$980K0.06%-63213F-HRTimeline
WestEnd Advisors, LLC12,856$973K0.02%-1,223,09713F-HRTimeline
Waldron Private Wealth LLC12,789$968K0.04%013F-HRTimeline
Montecito Bank & Trust12,778$967K0.17%013F-HRTimeline
Bullock Wealth Management Group12,741$964K0.56%+26713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC12,702$961K0.18%+31313F-HRTimeline
Edgestream Partners, L.P.12,692$961K0.04%-13,96713F-HRTimeline
Samalin Investment Counsel, LLC12,683$960K0.41%-14413F-HRTimeline
3EDGE Asset Management, LP12,656$958K0.06%new13F-HRTimeline
CRA Financial Services, LLC12,560$951K0.16%-12513F-HRTimeline
Telos Capital Management, Inc.12,554$950K0.1%-25313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,504$946K0.02%013F-HRTimeline
BFSG, LLC12,503$946K0.11%-39713F-HRTimeline
Essex LLC12,498$946K0.2%+73113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,449$942K0.08%new13F-HRTimelineGroup
Triangle Securities Wealth Management12,426$941K0.24%-7513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Jacobi Capital Management LLC12,409$939K0.07%-13613F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP12,297$931K0.18%-68513F-HRTimeline
Teamwork Financial Advisors, LLC12,227$925K0.12%-7,99713F-HRTimeline
Purus Wealth Management, LLC12,190$923K0.37%new13F-HRTimeline
Capital Advisors, Ltd. LLC12,166$921K0.12%+13313F-HRTimeline
Allie Family Office LLC12,143$919K0.51%-30513F-HRTimeline
CENTRAL BANK & TRUST CO12,118$917K0.14%-22713F-HRTimeline
WORLD EQUITY GROUP, INC.12,104$916K0.2%+8,33113F-HRTimeline
Compound Planning, Inc.12,094$915K0.05%-3,02813F-HRTimeline
Apexium Financial, LP12,084$915K0.06%-29813F-HRTimeline
Solutions 4 Wealth, Ltd12,083$915K1.66%+8413F-HRTimeline
Sowell Financial Services LLC12,020$910K0.05%-11,14413F-HRTimeline
Councilor Wealth, LLC11,873$899K0.43%+6213F-HRTimeline
Meridian Wealth Management, LLC11,918$898K0.04%+30013F-HRTimeline
Narwhal Capital Management11,822$895K0.08%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC11,805$894K0.78%13F-HRTimeline
Joseph P. Lucia & Associates, LLC11,794$893K0.4%+3,61413F-HRTimeline
PSI Advisors, LLC11,635$881K0.26%+20213F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,634$881K0.11%-1,66913F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT11,581$877K0.4%+61613F-HRTimeline
JMAC ENTERPRISES LLC11,550$874K0.14%-2213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,541$874K<0.01%+4,19513F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC11,478$869K0.39%+2,03013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.11,462$868K0.33%-37313F-HRTimeline
L.M. KOHN & COMPANY11,405$863K0.22%-7,10113F-HRTimeline
David J Yvars Group11,360$860K0.52%+2613F-HRTimeline
Chesapeake Wealth Management11,345$859K0.29%-313F-HRTimeline
Welch Group, LLC11,255$853K0.04%new13F-HRTimeline
Lokken Investment Group LLC11,193$847K0.37%-1,19113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co11,085$839K0.06%-1,04213F-HRTimelineGroup
Glaxis Capital Management, LLC11,000$833K2.3%new13F-HRTimeline
Bramshill Investments, LLC11,000$833K0.13%new13F-HRTimeline
Boltwood Capital Management10,983$831K0.25%+6313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,953$829K<0.01%-3,24613F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC10,919$826K0.32%+13313F-HRTimeline
Abbot Financial Management, Inc.10,775$816K0.41%013F-HRTimeline
INVESTMENT HOUSE LLC10,700$810K0.04%013F-HRTimeline
St. Louis Financial Planners Asset Mana…10,689$809K0.58%new13F-HRTimeline
Platform Technology Partners10,670$808K0.24%+1,08313F-HRTimeline
Lynx Investment Advisory10,648$806K0.55%+46213F-HRTimeline
One Capital Management, LLC10,579$801K0.03%-1,77013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,560$799K0.01%-1,63413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,553$799K<0.01%new13F-HRTimelineGroup
Mirador Capital Partners LP10,517$796K0.14%+57413F-HRTimeline
Man Group plcin group Man Group plc10,510$796K<0.01%new13F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co10,504$795K0.05%+1,05313F-HRTimeline
Financial & Tax Architects, LLC10,421$789K0.2%+78313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.10,394$787K0.72%+10113F-HRTimeline
Solstein Capital, LLC10,346$783K0.44%-3,72013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…10,303$780K0.12%+1,10713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC10,288$779K0.13%new13F-HRTimeline
FIL Ltdin group FIL Ltd10,273$778K<0.01%+11513F-HRTimelineGroup
Stockman Wealth Management, Inc.10,216$773K0.12%+31413F-HRTimeline
Powell Investment Advisors, LLC10,215$773K0.36%013F-HRTimeline
ERn Financial, LLC10,208$773K0.12%+1,56713F-HRTimeline
NewEdge Wealth, LLC10,206$772K0.01%+1,04113F-HRTimeline
CWC Advisors, LLC.10,158$769K0.77%-67213F-HRTimeline
Diligent Investors, LLC10,154$769K0.18%+113F-HRTimeline
Texas Yale Capital Corp.10,075$763K0.03%013F-HRTimeline
Capital Square, LLC9,577$761K0.43%-96313F-HRTimeline
Meridian Financial Advisors, LLC10,039$760K0.52%+89113F-HRTimeline
Destiny Capital Corp/CO10,012$758K0.46%-34113F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …9,963$754K0.11%-40013F-HRTimeline
McGlone Suttner Wealth Management, Inc.9,910$750K0.13%+2,43413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC9,906$750K0.2%-12013F-HRTimeline
Moloney Securities Asset Management, LLC9,812$743K0.1%+16813F-HRTimeline
Objective Capital Management, LLC9,754$738K0.49%+3413F-HRTimeline
Tradition Wealth Management, LLC9,719$736K0.06%+63513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC9,714$735K0.04%-1,21513F-HRTimeline
Burford Brothers, Inc.9,683$733K0.36%+42213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC9,671$732K0.41%+1,59013F-HRTimeline
Global View Capital Management LLC9,590$731K0.26%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9,437$714K0.02%-12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Disciplined Investors, L.L.C.9,558$714K0.69%13F-HRTimeline
MontVue Capital Management, Inc.9,389$711K0.54%-7113F-HRTimeline
WESBANCO BANK INC9,364$709K0.02%-20213F-HRTimeline
Patton Albertson Miller Group, LLC9,283$703K0.09%013F-HRTimeline
Union Bancaire Privee, UBP SA9,198$699K0.01%13F-HR/ATimeline
HBW ADVISORY SERVICES LLC9,228$698K0.07%+27513F-HRTimeline
Keel Point, LLC9,226$698K0.06%+20413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,143$692K0.33%-27013F-HRTimelineGroup
CMG Global Holdings, LLC8,723$683K0.38%+22713F-HRTimeline
Cornerstone National Bank & Trust Co8,980$680K0.31%+20713F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,970$679K0.18%013F-HRTimeline
MWA Asset Management8,955$678K0.45%-4513F-HRTimeline
SYON CAPITAL LLC8,912$675K0.06%-17,48413F-HRTimeline
WHITE PINE CAPITAL LLC8,902$674K0.23%+5513F-HRTimeline
Sava Infond d.o.o.8,900$674K0.12%13F-HRTimeline
Stolper Co8,894$673K0.22%-28113F-HRTimeline
PEAK6 LLCin group PEAK6 LLC8,868$671K0.03%13F-HRTimelineGroup
J2 Capital Management Inc8,862$671K0.63%13F-HRTimeline
Matthew Goff Investment Advisor, LLC8,829$668K0.12%+813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC8,745$662K0.18%+75013F-HRTimeline
10Elms LLP8,718$660K0.68%13F-HRTimeline
Bluespring Wealth Management, LLC8,695$658K0.07%-1,65113F-HRTimeline
United Asset Strategies, Inc.8,575$649K0.06%-65113F-HRTimeline
Eldridge Investment Advisors, Inc.8,560$648K0.15%013F-HRTimeline
M3 Advisory Group, LLC8,561$648K0.46%+56113F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,550$647K0.04%-10013F-HRTimeline
RWA WEALTH PARTNERS, LLC8,523$645K0.01%+113F-HRTimeline
O'ROURKE & COMPANY, Inc8,505$644K0.32%+50413F-HRTimeline
Jackson Hole Capital Partners, LLC8,507$644K0.13%-10713F-HRTimeline
Cushing Capital Partners, LLC8,487$642K0.62%13F-HRTimeline
Wealthspire Advisors, LLC8,485$642K0.01%+2,40613F-HRTimeline
Tyche Wealth Partners LLC8,434$638K0.13%-9713F-HRTimeline
Lion Street Advisors, LLC8,300$628K0.2%+99713F-HRTimeline
Jaffetilchin Investment Partners, LLC8,293$628K0.05%+3413F-HRTimeline
McAdam, LLC8,267$626K0.03%+38613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,994$621K0.1%+15013F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.8,177$619K0.43%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd8,154$617K0.01%-211,20013F-HRTimelineGroup
AdvisorNet Financial, Inc8,143$616K0.05%+1,36913F-HRTimeline
MCDANIEL TERRY & CO8,088$612K0.05%-4513F-HRTimeline
FineMark National Bank & Trust8,076$611K0.02%+1013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,059$610K0.05%-2,23913F-HR/ATimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…8,035$608K0.63%13F-HRTimeline
First National Bank of Hutchinson8,031$608K0.37%013F-HRTimeline
Mount Lucas Management LP8,016$607K0.21%-1,02713F-HRTimeline
Mesirow Financial Investment Management…8,004$606K0.01%-37013F-HRTimeline
Kades & Cheifetz LLC7,988$605K0.31%-18213F-HRTimeline
Solitude Financial Services7,945$601K0.26%+7013F-HRTimeline
Cooksen Wealth, LLC7,900$598K0.55%+27313F-HRTimeline
Aspen Grove Capital, LLC7,800$590K0.13%013F-HRTimeline
Windsor Capital Management, LLC7,756$587K0.17%-3913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,730$585K0.01%+97613F-HRTimeline
Fosun International Ltd7,700$583K0.18%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,695$582K0.01%-4,22813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC7,640$578K0.04%+2,63013F-HRTimeline
Maple Capital Management, Inc.7,639$578K0.04%+11313F-HRTimeline
Keebeck Wealth Management7,638$578K0.08%013F-HRTimeline
Transform Wealth, LLC7,635$578K0.03%-1,11213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding7,613$576K+1,100Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,604$576K0.04%+3,82813F-HRTimelineGroup
Keystone Wealth Services, LLC7,584$574K0.15%+1,56313F-HRTimeline
Chicago Partners Investment Group LLC7,494$570K0.02%013F-HRTimeline
Peoples Bank/KS7,516$569K0.39%013F-HRTimeline
DEARBORN PARTNERS LLC7,495$567K0.02%013F-HRTimeline
Rehmann Capital Advisory Group7,436$563K0.04%+3413F-HRTimeline
Visionary Wealth Advisors7,432$563K0.03%-11,90013F-HRTimeline
WealthTrust Axiom LLC7,361$557K0.17%-1613F-HRTimeline
Quantum Portfolio Management LLC7,291$552K0.3%+13913F-HRTimeline
Verdence Capital Advisors LLC7,271$550K0.04%+2,81813F-HRTimeline
Sovereign Financial Group, Inc.7,231$547K0.13%-8613F-HRTimeline
Sovran Advisors, LLC7,224$547K0.08%13F-HRTimeline
Vigilare Wealth Management7,205$545K0.22%-80913F-HRTimeline
Householder Group Estate & Retirement S…7,167$542K0.41%-72113F-HRTimeline
Kessler Investment Group, LLC7,142$541K0.26%+19013F-HRTimeline
Bank of Marin7,116$539K0.43%+2413F-HRTimeline
STOCK YARDS BANK & TRUST CO7,093$537K0.02%-72513F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC7,057$534K0.08%-10013F-HRTimeline
Wealthspire Retirement, LLC7,030$532K0.04%+54913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.7,022$531K0.11%+4,87513F-HRTimeline
Compagnie Lombard Odier SCmA7,000$530K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.6,987$529K0.04%-10613F-HRTimeline
Fort Sheridan Advisors LLC6,978$528K0.08%013F-HRTimeline
Madden Advisory Services, Inc.6,972$528K0.24%-1313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,969$528K0.21%+1,01613F-HRTimeline
Luminist Capital LLC6,968$527K0.92%13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…6,942$525K0.35%-6013F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,904$523K0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC6,902$522K0.1%+2,04913F-HR/ATimeline
Evanson Asset Management, LLC6,861$519K0.04%+4213F-HRTimeline
KWB Wealth6,422$519K0.06%new13F-HRTimeline
Berkeley Capital Partners, LLC6,843$518K0.14%+4113F-HRTimeline
CWA Asset Management Group, LLC6,711$508K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…6,665$504K<0.01%+1,75813F-HRTimeline
J.Safra Asset Management Corp6,641$503K0.04%-493,28713F-HRTimeline
Cherry Tree Wealth Management, LLC6,636$502K0.12%013F-HRTimeline
SeaBridge Investment Advisors LLC6,629$502K0.1%new13F-HRTimeline
MYECFO, LLC6,610$500K0.27%013F-HRTimeline
Westover Capital Advisors, LLC6,600$500K0.11%013F-HRTimeline
Chemistry Wealth Management LLC6,566$497K0.12%-63213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,548$496K0.05%+2,00413F-HR/ATimeline