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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
Kapitalo Investimentos Ltda3,409$258K0.17%new13F-HRTimeline
Financial Engines Advisors L.L.C.3,401$257K<0.01%013F-HRTimeline
Accurate Wealth Management, LLC3,389$256K0.05%-94,36313F-HRTimeline
NTV Asset Management LLC3,372$255K0.03%013F-HRTimeline
Obsidian Personal Planning Solutions LLC3,275$255K0.12%013F-HRTimeline
Advanced Asset Management Advisors Inc3,364$255K0.07%-13813F-HRTimeline
MKT Advisors LLC3,226$254K0.11%+11913F-HRTimeline
MBA Advisors LLC3,351$254K0.13%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC3,348$253K0.1%013F-HR/ATimeline
Quadcap Wealth Management, LLC3,347$253K0.04%013F-HRTimeline
Kaizen Financial Strategies3,320$251K0.14%-3,02013F-HRTimeline
Trilogy Capital Inc.3,314$251K0.01%-65,45313F-HRTimeline
Heritage Wealth Partners, LLC3,308$250K0.31%-9,72313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,292$249K0.13%+64913F-HRTimeline
RiverGlades Family Offices LLC3,290$249K0.18%+21013F-HRTimeline
Ballentine Partners, LLC3,288$249K<0.01%013F-HRTimeline
North Star Investment Management Corp.3,283$248K0.02%+24013F-HRTimeline
Per Stirling Capital Management, LLC.3,281$248K0.04%-17,91413F-HRTimeline
Perennial Investment Advisors, LLC3,275$248K0.03%new13F-HRTimeline
Lodestone Wealth Management LLC3,274$248K0.12%+13513F-HRTimeline
Joel Isaacson & Co., LLC3,271$248K0.01%new13F-HRTimeline
Concentrum Wealth Management3,267$247K0.09%+37513F-HRTimeline
Goldstein Advisors, LLC3,261$247K0.04%013F-HRTimeline
Palumbo Wealth Management LLC3,257$247K0.09%+2313F-HRTimeline
Legacy Capital Group California, Inc.3,237$245K0.07%new13F-HRTimeline
Fiduciary Alliance LLC3,223$244K0.02%new13F-HRTimeline
Grant/GrossMendelsohn, LLC3,220$244K0.13%+43013F-HRTimeline
Fortitude Family Office, LLC3,205$243K0.09%013F-HRTimeline
Family Investment Center, Inc.3,187$241K0.06%+14113F-HRTimeline
BRAUN STACEY ASSOCIATES INC3,186$241K0.01%013F-HRTimeline
Interchange Capital Partners, LLC3,178$241K0.09%-2,16613F-HRTimeline
Trivium Point Advisory, LLC3,174$240K0.03%+20813F-HRTimeline
D.B. Root & Company, LLC3,170$240K0.08%-38113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC3,169$240K0.07%-37513F-HRTimeline
Ally Invest Advisors Inc.3,167$240K0.02%+25913F-HRTimeline
Grantvest Financial Group LLC3,155$239K0.27%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,115$236K0.08%013F-HRTimeline
F/m Investments LLC3,104$235K0.01%+20413F-HRTimeline
EVOKE WEALTH, LLC3,084$233K0.01%new13F-HRTimeline
CAXTON ASSOCIATES LP3,078$233K0.01%-42,92213F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC3,078$233K0.04%013F-HRTimeline
Nilsine Partners, LLC3,078$233K0.02%new13F-HRTimeline
SkyOak Wealth, LLC3,069$232K0.05%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,069$232K0.05%+31513F-HRTimeline
Steigerwald, Gordon & Koch Inc.3,062$232K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC3,060$232K0.02%013F-HRTimeline
Helium Advisors LLC3,060$232K0.18%13F-HRTimeline
Gradient Capital Advisors, LLC3,048$231K0.07%013F-HRTimeline
GM Advisory Group, LLC3,043$230K0.01%new13F-HRTimeline
Legacy Advisors, LLC3,040$230K0.02%new13F-HRTimeline
Pacifica Partners Inc.2,985$228K0.1%-1013F-HRTimeline
HOWE & RUSLING INC3,007$228K0.02%+36513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…3,000$227K0.02%013F-HRTimeline
Balefire, LLC2,971$227K0.08%-82113F-HRTimeline
Worth Asset Management, LLC2,988$226K0.12%-2,73213F-HRTimeline
Fulton Bank, N.A.2,962$224K0.01%+5113F-HRTimeline
Schneider Downs Wealth Management Advis…2,957$224K0.04%-1,14513F-HRTimeline
Garde Capital, Inc.2,950$223K0.01%+95013F-HRTimeline
Twin Tree Management, LP2,946$223K0.01%new13F-HRTimeline
Perissos Private Wealth Management, LLC2,938$222K0.17%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,933$222K0.05%013F-HRTimeline
LGL PARTNERS, LLC2,922$221K0.03%-12613F-HRTimeline
ASPIRIANT, LLC2,900$220K0.01%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC2,900$220K0.1%-27,89913F-HRTimeline
St. Johns Investment Management Company…2,898$219K0.1%+77713F-HRTimeline
Hobbs Group Advisors, LLC2,893$219K0.08%-4413F-HRTimeline
IEQ CAPITAL, LLC2,889$219K<0.01%+2313F-HRTimeline
WARNER FINANCIAL, INC2,886$218K0.09%-1,16813F-HRTimeline
ROCKLAND TRUST CO2,871$217K0.01%+21513F-HRTimeline
Waterloo Capital, L.P.2,864$217K0.02%-59,65513F-HRTimeline
Black Diamond Financial, LLC2,862$217K0.03%013F-HRTimeline
Hopwood Financial Services, Inc.2,861$217K0.16%13F-HRTimeline
NFSG Corp2,837$215K0.06%+17713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,831$214K0.01%+2613F-HRTimeline
TD Asset Management Inc2,805$212K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,790$211K<0.01%-77,03713F-HRTimelineGroup
Transce3nd, LLC2,769$210K0.07%13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,751$208K0.01%-15613F-HRTimeline
Pictet North America Advisors SA2,746$208K0.02%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,741$207K<0.01%-29,50213F-HRTimelineGroup
Cypress Wealth Services, LLC2,730$207K0.04%013F-HRTimeline
Sunbelt Securities, Inc.2,719$206K0.02%-9813F-HRTimeline
Alan B Lancz & Associates, Inc.2,705$205K0.21%new13F-HRTimeline
WEYBOSSET RESEARCH & MANAGEMENT LLC2,700$204K0.07%013F-HRTimeline
Alaska Permanent Fund Corp2,689$204K<0.01%013F-HRTimeline
Bay Capital Advisors, LLC2,680$203K0.16%13F-HRTimeline
Insight Advisors, LLC/ PA2,670$202K0.03%-42313F-HRTimeline
Pacific Sun Financial Corp2,671$202K0.11%013F-HRTimeline
Realta Investment Advisors2,617$202K0.08%-51813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,650$201K0.05%013F-HRTimeline
Lifeworks Advisors, LLC2,644$200K0.04%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,590$196K<0.01%013F-HRTimeline
Independence Bank of Kentucky2,586$196K0.03%+11313F-HRTimeline
FLP Wealth Management, LLC2,519$191K0.49%13F-HRTimeline
Operose Advisors LLC2,500$189K0.06%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,457$186K0.06%+55013F-HRTimeline
Arax Advisory Partners2,451$186K0.01%+31913F-HRTimeline
Salomon & Ludwin, LLC2,439$185K0.02%+4213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,427$184K0.14%13F-HRTimeline
LRI Investments, LLC2,424$183K0.02%013F-HRTimeline
Crewe Advisors LLC2,368$179K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,334$177K0.02%-37013F-HRTimeline
Caldwell Trust Co2,279$172K0.02%-71713F-HRTimeline
HM PAYSON & CO2,224$168K<0.01%+92813F-HRTimeline
Crestline Management, L.P.2,200$167K0.01%new13F-HRTimeline
Pacific Center for Financial Services2,136$162K0.04%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,135$162K0.09%13F-HRTimeline
Register Financial Advisors LLC2,126$161K0.08%+11213F-HRTimeline
Citizens National Bank Trust Department2,100$159K0.03%-10013F-HRTimeline
LGT Financial Advisors LLC2,086$158K0.35%+1713F-HRTimeline
COUNTRY TRUST BANK2,080$157K<0.01%+61113F-HRTimeline
AMERIFLEX GROUP, INC.2,021$157K0.07%13F-HRTimeline
UMB Bank, n.a.2,078$157K<0.01%-13313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PIN OAK INVESTMENT ADVISORS INC1,939$157K0.14%013F-HRTimeline
Murphy & Mullick Capital Management Corp2,056$156K0.14%13F-HRTimeline
MCF Advisors LLC2,040$154K0.01%013F-HRTimeline
TD Capital Management LLC2,016$153K0.02%+313F-HRTimeline
Game Plan Financial Advisors, LLC2,000$151K0.07%013F-HRTimeline
Key Financial Inc1,954$148K0.03%013F-HRTimeline
Blue Trust, Inc.1,945$147K<0.01%+38113F-HR/ATimeline
Cypress Capital Management LLC (WY)1,942$147K0.17%-25913F-HRTimeline
High Note Wealth, LLC1,924$146K0.04%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,900$144K0.02%013F-HRTimeline
HORIZON BANCORP INC /IN/1,869$141K0.07%+31613F-HRTimeline
BOKF, NAin group BOKF, NA1,821$138K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC1,795$136K0.13%-7,36413F-HRTimeline
Bollard Group LLC1,714$130K<0.01%-11513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,660$126K0.05%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,650$125K<0.01%-11,90013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS1,637$124K0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC1,632$124K0.06%13F-HRTimeline
Westside Investment Management, Inc.1,620$123K0.03%-14,90113F-HRTimeline
Sterling Capital Management LLC1,613$122K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,596$121K0.04%+513F-HRTimeline
WHITTIER TRUST CO1,562$118K<0.01%+3013F-HRTimeline
WASHINGTON TRUST Co1,554$118K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,550$117K0.01%new13F-HRTimelineGroup
Acropolis Investment Management, LLC1,488$113K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,456$110K0.03%-13013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,433$108K<0.01%-1,368,46213F-HR/ATimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,433$108K<0.01%-1,63213F-HRTimeline
one8zero8, LLC1,413$107K0.02%13F-HRTimeline
Coppell Advisory Solutions LLC1,372$104K0.01%+2013F-HRTimeline
Golden State Wealth Management, LLC1,369$104K0.02%13F-HRTimeline
GAMMA Investing LLC1,359$103K0.01%+6713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,300$98.4K<0.01%-7213F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,250$96.4K<0.01%013F-HRTimelineGroup
Clean Yield Group1,200$90.8K0.03%013F-HRTimeline
Dunhill Financial, LLC1,200$90.8K0.04%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,198$90.7K-308Timeline
EVERMAY WEALTH MANAGEMENT LLC1,195$90.5K0.01%-6013F-HRTimeline
Anchor Investment Management, LLC1,192$90.2K0.01%-24113F-HRTimeline
Keystone Financial Group, Inc.1,187$89.9K0.07%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,183$89.5K<0.01%-6413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,183$89.5K<0.01%-35613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC1,153$87.3K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,121$84.9K0.01%-1,18513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,113$84.3K<0.01%+91813F-HRTimelineGroup
BALLAST ADVISORS LLC1,100$83.3K0.03%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,091$82.5K0.07%13F-HRTimeline
EPG Wealth Management LLC1,036$78.4K0.02%-1,30813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,031$78K<0.01%+52713F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,000$75.7K<0.01%+10613F-HRTimelineGroup
Holos Integrated Wealth LLC978$74K0.05%13F-HRTimeline
Physician Wealth Advisors, Inc.965$73.1K0.01%new13F-HRTimeline
Abound Wealth Management965$73K0.02%+813F-HRTimeline
Security National Bank944$71.5K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC935$70.8K0.03%-17513F-HRTimeline
Armor Investment Advisors, LLC935$70.8K0.03%013F-HRTimeline
City State Bank935$70.8K0.02%+37013F-HRTimeline
Wingate Wealth Advisors, Inc.928$70.3K0.07%13F-HRTimeline
Tortoise Investment Management, LLC884$66.9K0.01%013F-HR/ATimeline
Transcendent Capital Group LLC872$66K0.03%-10913F-HRTimeline
One River Asset Management, LLC835$63.3K0.09%-10013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.835$63.2K<0.01%013F-HRTimelineGroup
New Millennium Group LLC831$62.9K0.04%-57,94213F-HRTimeline
Atlatl Advisers LLC821$62.1K0.04%13F-HRTimeline
ADIRONDACK TRUST CO810$61.3K0.02%013F-HRTimeline
EASTERN BANK800$60.6K<0.01%+22513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.800$60.6K0.05%-6,25013F-HRTimeline
Hoese & Co LLP800$60.6K0.05%013F-HRTimeline
Founders Capital Management785$59.4K0.04%013F-HRTimeline
SIGNATUREFD, LLC759$57.4K<0.01%-8413F-HRTimeline
TRUST CO OF VERMONT750$56.8K<0.01%+15013F-HRTimeline
Biltmore Family Office, LLC730$55.3K0.01%013F-HRTimeline
Addison Advisors LLC719$54.4K0.02%-7813F-HRTimeline
Nova Wealth Management, Inc.701$53.1K0.05%13F-HRTimeline
Integrity Financial Corp /WA699$52.9K0.03%+1813F-HRTimeline
Runnymede Capital Advisors, Inc.689$52.1K0.05%13F-HRTimeline
Synergy Investment Management, LLC670$50.6K0.02%13F-HRTimeline
Nemes Rush Group LLC669$50.6K0.01%new13F-HRTimeline
Demars Financial Group, LLC3,774,282$49.9K7.2%new13F-HRTimeline
Estabrook Capital Management640$48.4K0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC628$47.5K0.04%013F-HRTimeline
Coastline Trust Co625$47.3K0.01%+2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quest 10 Wealth Builders, Inc.625$47.3K0.05%13F-HRTimeline
Painted Porch Advisors LLC623$47.2K0.02%013F-HRTimeline
Briaud Financial Planning Inc623$47K0.02%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.600$45.4K0.01%new13F-HRTimeline
Hurley Capital, LLC574$44.2K0.04%13F-HRTimeline