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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
Iron Horse Wealth Management, LLC545$41.3K0.01%013F-HRTimeline
Winch Advisory Services, LLC543$41.1K0.01%-10713F-HRTimeline
Friedenthal Financial521$39.4K0.02%-1,52513F-HRTimeline
Zions Bancorporation, N.A.520$39.4K<0.01%new13F-HRTimeline
Fairfield Financial Advisors, LTD516$39K0.01%-22013F-HRTimeline
Covestor Ltd526$39K0.02%-25313F-HRTimeline
TSFG, LLC519$39K0.01%+113F-HRTimeline
Van Hulzen Asset Management, LLC507$38.4K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC507$38.4K0.01%+413F-HRTimeline
Truvestments Capital LLC500$37.8K0.01%013F-HRTimeline
Avalon Trust Co500$37.8K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC487$36K0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd476$35.9K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.463$35K<0.01%013F-HRTimeline
Rakuten Securities, Inc.457$34.6K0.01%-3113F-HRTimeline
HHM Wealth Advisors, LLC435$32.9K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.426$32.2K<0.01%013F-HRTimeline
Byrne Asset Management LLC418$31.6K0.02%+1413F-HRTimeline
WR Wealth Planners, LLC415$31.4K0.01%013F-HRTimeline
NorthRock Partners, LLC408$30.9K<0.01%+813F-HR/ATimeline
TruNorth Capital Management, LLC400$30.3K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.400$30.3K0.01%013F-HRTimeline
MGB Wealth Management, LLC400$30.3K0.01%013F-HRTimeline
Asset Planning,Inc390$29.5K0.02%13F-HRTimeline
Kiely Wealth Advisory Group, Inc.369$29.1K0.02%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…385$29.1K0.01%-43213F-HRTimeline
JNBA Financial Advisors383$29K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC364$27.6K0.01%013F-HRTimeline
Paladin Advisory Group, LLC362$27.4K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP359$27.2K0.01%-2,29813F-HRTimeline
Sherman Asset Management, Inc.352$26.6K0.02%13F-HRTimeline
Main Street Group, LTD349$26.4K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC326$26.3K<0.01%new13F-HRTimelineGroup
Strengthening Families & Communities, L…344$26K0.01%+313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC340$25.7K0.01%+113F-HRTimeline
Belmont Capital, LLC339$25.7K<0.01%+15613F-HRTimeline
ALBION FINANCIAL GROUP /UT338$25.6K<0.01%013F-HRTimeline
Davis Capital Management331$25.1K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding330$25K-2,589Timeline
Cordgrass Capital Advisors, LLC320$24.2K0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…320$24.2K0.01%013F-HRTimeline
Pineridge Advisors LLC317$24K0.01%-85,43613F-HRTimeline
MTM Investment Management, LLC315$23.8K0.01%-11113F-HRTimeline
OARSMAN CAPITAL, INC.311$23.5K<0.01%+13813F-HRTimeline
Compass Wealth Management LLC310$23.5K0.01%013F-HRTimeline
Front Row Advisors LLC309$23.4K0.01%+6013F-HRTimeline
Sugar Maple Asset Management, LLC309$23.4K0.02%new13F-HRTimeline
Investors Research Corp305$23.1K0.01%013F-HRTimeline
Smithfield Trust Co300$23K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.302$22.9K0.01%13F-HRTimeline
Bristlecone Advisors, LLC300$22.7K<0.01%013F-HRTimeline
Piscataqua Savings Bank300$22.7K0.02%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich272$22.7K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…297$22.5K<0.01%+12713F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …296$22.4K0.01%+813F-HRTimelineGroup
United Community Bankin group United Community Bank286$21.6K0.01%013F-HRTimelineGroup
HEARTLAND ADVISORS INC283$21.4K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC280$21.2K0.01%013F-HRTimeline
Sawyer & Company, Inc281$21K0.01%013F-HRTimeline
Capital Investment Counsel, Inc276$20.9K<0.01%013F-HRTimeline
American Capital Advisory, LLC270$20.4K0.01%-113F-HRTimeline
New Republic Capital, LLC270$20.4K0.01%013F-HRTimeline
Hilltop National Bank256$19.4K0.01%013F-HRTimeline
Brooklyn Investment Group250$18.9K0.01%new13F-HRTimeline
Global Financial Private Client, LLC229$17.3K0.01%013F-HRTimeline
Stephens Consulting, LLC225$17K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC222$16.8K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC221$16.8K0.01%-39513F-HR/ATimeline
Smartleaf Asset Management LLC213$16.1K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL205$15.5K0.01%013F-HRTimeline
SITTNER & NELSON, LLC200$15.1K0.01%013F-HRTimeline
Bank of New Hampshire200$15.1K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.183$13.9K0.01%+113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…180$13.6K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC180$13.6K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC175$13.2K<0.01%+5013F-HRTimeline
Missouri Trust & Investment Co175$13.2K<0.01%+10013F-HRTimeline
Copia Wealth Management171$12.9K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.169$12.8K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV160$12K<0.01%013F-HRTimeline
Archer Investment Corp156$11.8K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC154$11.7K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB153$11.6K<0.01%+5313F-HRTimeline
Sound Income Strategies, LLC152$11.5K<0.01%-8913F-HRTimeline
WOLFF WIESE MAGANA LLC150$11.4K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC150$11.4K0.01%13F-HRTimeline
Hanson & Doremus Investment Management150$11K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC141$10.7K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.140$10.6K0.01%013F-HRTimeline
Caitlin John, LLC135$10.2K0.01%+3713F-HRTimeline
Coston, McIsaac & Partners132$10K<0.01%-2813F-HRTimeline
Financial Freedom, LLC131$9.91K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.122$9.23K<0.01%-12013F-HR/ATimeline
Avion Wealth126$9K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.115$8.71K<0.01%013F-HRTimeline
Versant Capital Management, Inc111$8.4K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC106$8.02K<0.01%+3713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD101$7.64K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC92$6.96K<0.01%013F-HRTimeline
Noble Wealth Management PBC85$6.43K<0.01%13F-HRTimeline
Eukles Asset Management78$5.9K<0.01%013F-HRTimeline
Financial Perspectives, Inc71$5.37K<0.01%013F-HRTimeline
REAP Financial Group, LLC66$5K<0.01%013F-HRTimeline
PFS Partners, LLC65$4.89K<0.01%+113F-HRTimeline
Orion Capital Management LLC63$4.73K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC61$4.61K<0.01%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.60$4.54K<0.01%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC57$4.35K<0.01%-6313F-HRTimeline
MATHER GROUP, LLC.56$4.24K<0.01%+1113F-HRTimeline
NEPC LLC53$4.01K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.49$3.72K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.49$3.71K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC46$3.48K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO45$3.41K<0.01%+1013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN45$3.41K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC43$3.25K<0.01%13F-HRTimeline
Millstone Evans Group, LLC42$3.18K<0.01%13F-HRTimeline
Aventura Private Wealth, LLC42$3.18K<0.01%13F-HRTimeline
Future Financial Wealth Managment LLC34$2.55K<0.01%+113F-HRTimeline
JDM Financial Group LLC33$2.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…32$2.42K<0.01%+1613F-HRTimelineGroup
Modus Advisors, LLC31$2.35K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.29$2.2K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division28$2.12K<0.01%013F-HRTimeline
Mechanics Financial Corp27$2.04K<0.01%013F-HRTimeline
First PREMIER Bank29$2K<0.01%-513F-HRTimeline
Graney & King, LLC26$1.97K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC21$1.64K<0.01%-9013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.64K<0.01%-9013F-HRTimelineGroup
Tidemark, LLC21$1.58K<0.01%-7713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC20$1.51K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC19$1.44K<0.01%013F-HRTimeline
Family Manage LLC16$1.21K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp14$1.06K<0.01%-34,98613F-HRTimeline
Roble, Belko & Company, Inc12$1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.11$8830.08%-14,17113F-HRTimeline
Vermillion & White Wealth Management Gr…10$773<0.01%013F-HRTimeline
Breakwater Investment Management8$606<0.01%013F-HR/ATimeline
North Ridge Wealth Advisors, Inc.6$455<0.01%new13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…6$454<0.01%new13F-HRTimelineGroup
Mattson Financial Services, LLC5$404<0.01%new13F-HRTimeline
Greenline Partners, LLC2$151<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.1$76<0.01%013F-HRTimeline
Rise Advisors, LLC1$76<0.01%-4913F-HRTimeline
FSC Wealth Advisors, LLC1$76<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$73<0.01%013F-HRTimeline
NewSquare Capital LLC1$50<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$30<0.01%new13F-HR/ATimelineAmount filed as zero, left out of ratios.
Centerpoint Advisors, LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.