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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
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC6,479$490K0.14%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,467$490K0.02%-5,07213F-HRTimelineGroup
Donald L. Hagan, LLC6,450$488K0.25%-1,55813F-HRTimeline
Claro Advisors Inc.6,432$487K0.07%+2,28113F-HRTimeline
SBI Securities Co., Ltd.6,412$485K0.01%13F-HRTimeline
Narus Financial Partners, LLC6,343$480K0.16%-50313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC6,319$478K0.06%013F-HRTimeline
PLANNING DIRECTIONS INC6,291$476K0.28%-40713F-HRTimeline
Sageworth Trust Co6,284$476K0.03%013F-HRTimeline
Uptown Financial Advisors LLC6,270$475K0.51%13F-HRTimeline
GWN SECURITIES INC.5,971$475K0.13%13F-HRTimeline
STRATEGY ASSET MANAGERS LLC6,194$469K0.09%new13F-HRTimeline
Retirement Planning Co of New England, …6,192$469K0.23%+1513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV6,189$468K0.42%13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,145$465K0.01%+3813F-HRTimeline
BLB&B Advisors, LLC5,980$453K0.02%+2,21813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,966$452K0.12%-4,69813F-HRTimeline
ALERUS FINANCIAL NA5,949$450K0.03%-34,53013F-HRTimeline
TrueWealth Advisors, LLC5,945$450K0.15%-2,76313F-HRTimeline
Tranquility Partners, LLC5,932$449K0.17%-3,46613F-HRTimeline
HB Wealth Management, LLC5,892$446K<0.01%+1613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,892$446K0.03%-19,85613F-HRTimeline
Colony Family Offices, LLC5,876$445K0.14%013F-HRTimeline
Axis Wealth Partners, LLC5,870$444K0.37%13F-HRTimeline
Barry Investment Advisors, LLC5,833$442K0.14%-13513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,550$441K0.02%-3,59113F-HRTimeline
LEIGH BALDWIN & CO., LLC5,813$440K0.37%13F-HR/ATimeline
Capasso Planning Partners LLC5,805$439K0.18%-7,53213F-HRTimeline
Constitution Capital LLC5,796$439K0.25%+63013F-HRTimeline
Reliant Investment Partners, LLC5,791$438K0.39%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,775$437K0.01%-50013F-HRTimeline
ORG Partners LLC5,765$436K0.06%+1913F-HRTimeline
Prostatis Group LLC5,760$436K0.13%new13F-HRTimeline
Aptus Capital Advisors, LLC5,736$434K0.01%-194,06013F-HRTimeline
PINNACLE ASSOCIATES LTD5,730$434K0.01%+88913F-HRTimeline
Strategic Advisors LLC5,717$433K0.08%-83813F-HRTimeline
NovaPoint Capital, LLC5,661$428K0.13%-1513F-HRTimeline
American Alpha Advisors, LLC5,649$428K0.39%+28413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,648$427K0.02%-59,98213F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.5,464$426K0.31%-2,52513F-HRTimeline
Amica Retiree Medical Trust5,596$424K0.4%-48713F-HRTimeline
Thomasville National Bank5,592$423K0.03%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,588$423K0.19%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,566$421K0.05%-21013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC5,534$419K0.15%+42413F-HRTimeline
Colonial River Investments, LLC5,501$416K0.2%-36813F-HRTimeline
Gruss & Co., LLC5,500$416K1.78%-1,00013F-HRTimeline
Empower Advisory Group, LLC5,460$413K<0.01%+86413F-HRTimeline
Hickory Point Bank & Trust5,458$413K0.37%13F-HRTimeline
Taylor & Morgan Wealth Management, LLC5,449$412K0.29%+4413F-HRTimeline
Park Square Financial Group, LLC5,416$410K0.28%13F-HRTimeline
OKABENA INVESTMENT SERVICES INC5,408$409K0.11%+41313F-HRTimeline
SCOTIA CAPITAL INC.5,401$409K<0.01%-2,45013F-HRTimeline
LexAurum Advisors, LLC5,368$406K0.08%013F-HRTimeline
KG Capital Management5,353$405K0.13%+57313F-HRTimeline
Bangor Savings Bank5,319$403K0.04%-17513F-HRTimeline
E&G Advisors, LLC5,317$402K0.11%+90013F-HRTimeline
Betterment LLC5,305$402K<0.01%-29513F-HRTimeline
CHOREO, LLC5,279$400K0.01%+11313F-HRTimeline
WMG Financial Advisors, LLC5,270$399K0.17%-51613F-HRTimeline
WNY Asset Management, LLC5,260$398K0.05%-195,72413F-HRTimeline
Centric Wealth Management5,246$397K0.11%-33,35013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,239$397K0.08%+24113F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC5,231$396K0.02%013F-HR/ATimeline
BAROMETER CAPITAL MANAGEMENT INC.5,800$395K0.16%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,203$395K0.17%+8813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD5,203$394K<0.01%+2,61013F-HRTimelineGroup
ARS Investment Partners, LLC5,168$391K0.04%+29813F-HRTimeline
Farther Finance Advisors, LLC5,159$391K0.01%+46413F-HRTimeline
SPINNAKER TRUST5,155$390K0.02%013F-HRTimeline
Talisman Wealth Advisors LLC5,145$389K0.41%+5713F-HRTimeline
RIA Advisory Group LLC5,118$387K0.13%-33813F-HRTimeline
USA FINANCIAL FORMULAS5,101$386K0.06%-86913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,080$385K<0.01%+1,14613F-HRTimeline
FIRST MANHATTAN CO. LLC.5,064$383K<0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.5,062$383K0.02%013F-HRTimeline
Onyx Bridge Wealth Group LLC5,061$383K0.06%-152,75713F-HRTimeline
Birchcreek Wealth Management, LLC5,022$380K0.24%-12613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,016$380K0.01%013F-HRTimeline
1834 INVESTMENT ADVISORS CO4,995$378K0.05%013F-HRTimeline
Strait & Sound Wealth Management LLC4,993$378K0.18%-15513F-HRTimeline
Capital Asset Advisory Services LLC4,869$375K0.02%-24013F-HRTimeline
Spinnaker Investment Group, LLC4,934$373K0.09%new13F-HRTimeline
Valeo Financial Advisors, LLC4,927$373K0.01%-63913F-HRTimeline
True Vision MN LLC4,925$373K0.22%new13F-HRTimeline
Clientfirst Wealth Management, LLC4,924$373K0.38%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,921$372K<0.01%+4613F-HRTimelineGroup
Sightline Wealth Advisors, LLC4,917$372K0.2%new13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.4,872$369K0.16%013F-HRTimeline
INGALLS & SNYDER LLC4,854$367K0.01%013F-HRTimeline
Tandem Wealth Advisors LLC4,846$367K0.19%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,829$366K0.03%-38513F-HRTimeline
POWER WEALTH MANAGEMENT LLC4,819$365K0.15%-85,78713F-HRTimeline
PMG Wealth Management, Inc.4,800$363K0.33%13F-HRTimeline
Dana Investment Advisors, Inc.4,784$362K0.01%new13F-HRTimeline
SignalPoint Asset Management, LLC4,760$360K0.09%+23513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC4,746$359K0.08%+113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,742$359K0.07%-5113F-HRTimeline
Dynamic Wealth Strategies, LLC4,729$358K0.32%+34413F-HRTimeline
LJI Wealth Management, LLC4,722$357K0.07%-1,00513F-HRTimeline
4WEALTH ADVISORS, INC.4,713$357K0.36%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,712$357K0.03%-24,91313F-HR/ATimeline
TOWNSQUARE CAPITAL LLC4,647$352K<0.01%+1,64413F-HRTimeline
Crescent Grove Advisors, LLC4,626$350K0.03%013F-HRTimeline
High Falls Advisors, Inc4,618$350K0.08%-56913F-HRTimeline
Grey Ledge Advisors, LLC4,610$349K0.09%-20013F-HRTimeline
Wilmington Savings Fund Society, FSB4,607$349K0.01%-20913F-HRTimeline
Sequent Asset Management, LLC4,596$348K0.17%013F-HRTimeline
V2 Financial group LLC4,574$346K0.21%+67413F-HRTimeline
ABLE Financial Group, LLC4,523$342K0.1%+12913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,368$342K0.02%+9713F-HRTimeline
PLIMOTH TRUST CO LLC4,508$341K0.09%+4313F-HRTimeline
Navis Wealth Advisors, LLC4,500$341K0.37%013F-HRTimeline
Maridea Wealth Management LLC4,484$339K0.11%13F-HRTimeline
HRT FINANCIAL LP4,489$339K<0.01%new13F-HRTimeline
Northstar Financial Companies, Inc.4,457$337K0.32%13F-HRTimeline
All Terrain Financial Advisors, LLC4,450$337K0.13%+613F-HRTimeline
Crestwood Advisors Group, LLC4,430$335K0.01%+25913F-HRTimeline
Capital Investment Counsel, LLC4,408$334K0.06%+66413F-HRTimeline
Measured Risk Portfolios, Inc.4,398$333K0.37%13F-HRTimeline
Patten Group, Inc.4,391$332K0.07%-45013F-HRTimeline
Glen Eagle Advisors, LLC4,386$332K0.06%+1,23613F-HRTimeline
Merriman Wealth Management, LLC4,374$331K0.01%+8113F-HRTimeline
Iron Gate Global Advisors LLC4,365$330K0.05%013F-HRTimeline
Redwood Financial Network Corp4,364$330K0.25%+47613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,344$329K0.01%+3,47513F-HRTimelineGroup
Beaumont Financial Advisors, LLC4,334$328K0.02%-28213F-HRTimeline
Agate Pass Investment Management, LLC4,310$326K0.15%013F-HRTimeline
Baker Avenue Asset Management, LP4,305$326K0.01%+51813F-HRTimeline
Legacy Capital Wealth Partners, LLC4,300$325K0.08%-2,32813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,251$322K0.01%-1,20013F-HRTimeline
Clearstead Advisors, LLC4,236$321K<0.01%+23213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,213$319K0.07%new13F-HRTimelineGroup
Argyle Capital Partners, LLC4,208$319K0.27%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,204$318K0.02%+30413F-HRTimeline
Mathes Company, Inc.4,200$318K0.12%013F-HRTimeline
West Coast Financial LLC4,200$318K0.04%013F-HRTimeline
SIMON QUICK ADVISORS, LLC4,196$318K0.02%+813F-HRTimeline
Avidian Wealth Enterprises, LLC4,178$316K0.01%-2313F-HRTimeline
Successful Portfolios LLC4,156$315K0.21%013F-HRTimeline
Rockingstone Advisors LLC4,155$314K0.14%-1,91013F-HRTimeline
Blue Chip Partners, LLC4,132$313K0.03%+95413F-HRTimeline
MMA ASSET MANAGEMENT LLC4,120$312K0.14%-9,48413F-HRTimeline
2UniFi Bank4,097$310K0.21%13F-HRTimeline
Smith Anglin Financial, LLC4,094$310K0.03%-13013F-HRTimeline
SMITH, MOORE & CO.4,087$309K0.03%-9913F-HRTimeline
Rialto Wealth Management, LLC4,084$309K0.1%13F-HRTimeline
Crew Capital Management, Ltd4,079$309K0.26%-7713F-HRTimeline
Continuum Advisory, LLC4,035$305K0.04%-713F-HRTimeline
YHB Investment Advisors, Inc.4,031$305K0.03%-1913F-HRTimeline
United Advisor Group, LLC3,999$303K0.06%+22613F-HRTimeline
Institute for Wealth Management, LLC.3,991$302K0.04%013F-HRTimeline
Elequin Capital, LP3,968$300K0.03%new13F-HRTimeline
Avantax Planning Partners, Inc.3,966$300K0.01%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,944$299K0.01%new13F-HRTimeline
First Financial Group Corp3,918$297K0.33%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,870$293K0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC3,865$293K0.01%013F-HRTimeline
ROMANO BROTHERS AND COMPANY3,861$292K0.04%013F-HRTimeline
Christensen, King & Associates Investme…3,818$292K0.14%013F-HRTimeline
Haverford Trust Co3,845$291K<0.01%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC3,844$291K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,662$291K0.02%-20913F-HRTimeline
Aries Wealth Management3,829$290K0.08%-28413F-HRTimeline
Kagan Cocozza Asset Management3,824$289K0.24%13F-HRTimeline
BRIGHTON JONES LLC3,823$289K0.01%+43313F-HR/ATimeline
American Financial Advisors, LLC3,821$289K0.04%-1,28413F-HRTimeline
Watts Gwilliam & Co., LLC3,787$288K0.06%013F-HRTimeline
Resurgent Financial Advisors LLC3,784$286K0.17%-83913F-HRTimeline
Advance Capital Management, Inc.3,728$282K0.01%+23813F-HRTimeline
Activest Wealth Management3,727$282K0.08%+1,30613F-HRTimeline
One Charles Private Wealth Services, LLC3,716$281K0.09%-40613F-HRTimeline
RiverFront Investment Group, LLC3,688$279K0.01%-13113F-HRTimeline
Washington Trust Bank3,676$278K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kentucky Trust Co3,655$277K0.16%13F-HRTimeline
Pachira Investments Inc.3,646$276K0.17%+213F-HRTimeline
HUB Investment Partners, LLC3,649$276K0.01%new13F-HRTimeline
GK Wealth Management LLC3,644$276K0.35%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,631$275K0.01%new13F-HRTimelineGroup
Broadleaf Partners, LLC3,619$274K0.06%013F-HRTimeline
Second Line Capital, LLC3,611$273K0.07%-99213F-HRTimeline
UNION SAVINGS BANK3,602$273K0.13%-18013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,590$272K0.01%+613F-HRTimelineGroup
FIRST UNITED BANK & TRUST3,577$271K0.1%-37613F-HRTimeline
GREENLEAF TRUST3,568$270K<0.01%-3,67913F-HRTimeline
Main Street Financial Solutions, LLC3,564$270K0.03%+3013F-HRTimeline
GODSEY & GIBB, INC3,559$269K0.03%013F-HRTimeline
Buska Wealth Management, LLC3,548$269K0.09%-44813F-HRTimeline
Occidental Asset Management, LLC3,527$267K0.04%-28,97513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,515$266K0.02%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,509$266K0.12%+47713F-HRTimeline
PUREfi Wealth, LLC3,500$265K0.26%13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,494$264K0.03%new13F-HRTimeline
L & S Advisors Inc3,493$264K0.03%+1413F-HRTimeline
Nabity-Jensen Investment Management Inc3,493$264K0.2%013F-HRTimeline
DT Investment Partners, LLC3,457$262K0.02%+3,25813F-HRTimeline
Ifrah Financial Services, Inc.3,441$260K0.07%-99813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,436$260K0.04%+313F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,430$260K0.18%-57813F-HRTimeline
Consolidated Portfolio Review Corp3,418$259K0.04%-7,56813F-HRTimeline