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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
MORGAN STANLEYin group MORGAN STANLEY13,453,885$1.02B0.07%-480,63413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,155,217$769M0.07%-3,255,27413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,356,458$557M0.11%-1,273,74813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC6,034,838$457M0.75%+840,18613F-HRTimelineGroup
LPL Financial LLC5,587,569$423M0.17%-36,97613F-HRTimeline
UBS Group AGin group UBS Group AG4,081,176$309M0.07%+1,375,91113F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.3,917,794$297M1.86%-136,42813F-HRTimelineGroup
Caisse de depot et placement du Quebec3,408,635$258M0.54%new13F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…3,060,000$232M0.5%-264,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,678,868$203M0.05%+34,33713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,422,272$183M0.04%-879,05113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,385,632$180M0.05%+615,70613F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,329,763$176M2.89%-1,720,50613F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO2,257,300$171M1.85%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP2,159,200$163M0.38%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,791,929$136M0.01%+264,66313F-HRTimelineGroup
CIBC WORLD MARKET INC.1,738,652$132M0.3%-1,692,68513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,684,261$127M1.83%-1,807,75413F-HRTimelineGroup
Saudi Central Bank1,549,733$121M11.41%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,558,305$118M0.04%13F-HR/ATimelineGroup
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC1,473,000$111M31.13%+1,023,00013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD1,238,341$93.7M1.58%-310,51713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,068,052$80.8M0.09%+827,20013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,009,885$76.4M-2,823,547Timeline
CHURCHILL MANAGEMENT Corp979,497$74.1M0.81%+15,24613F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding967,500$73.2M-79,900Timeline
NATIXISin group Natixis Investment Managers900,000$68.1M0.46%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.992,747$67.9M0.15%-31,91113F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC858,699$65M0.03%-1,435,49713F-HR/ATimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management832,622$63M0.15%+672,13813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC812,415$61.5M1.25%+521,04213F-HRTimeline
Qube Research & Technologies Ltd798,279$60.4M0.1%+586,63613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP767,309$58.1M0.06%-73,18713F-HRTimelineGroup
Cetera Investment Advisers761,613$57.6M0.12%-112,18213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC733,471$55.5M0.08%+39,75813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.730,305$55.3M<0.01%+600,54513F-HRTimelineGroup
WOLVERINE TRADING, LLC722,732$54.8M1.23%+206,79413F-HRTimeline
Moss Adams Wealth Advisors LLC721,541$54.6M5.77%+27,17713F-HRTimeline
First Financial Bankshares Inc611,691$46.3M1%-1,33413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …607,827$46M0.04%-229,47513F-HRTimelineGroup
Maryland State Retirement & Pension Sys…568,263$43M0.93%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC564,437$42.7M0.04%-1,370,76213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP560,680$42.4M0.07%-1,168,09213F-HRTimelineGroup
RATIONAL ADVISORS, INC.525,534$39.8M3.89%+138,77413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC480,654$36.4M0.23%+38,61113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL480,209$36.3M0.39%+339,35213F-HRTimeline
Quantitative Investment Management, LLC458,542$34.7M2.6%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…443,889$34.7M0.07%+5,67313F-HRTimelineGroup
Cambridge Investment Research Advisors,…448,469$33.9M0.11%-124,16613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC440,351$33.3M0.65%+13,32213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…416,937$31.6M0.05%-268,14213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC407,277$30.8M0.05%-36,93613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\406,667$30.8M0.04%-8,53913F-HRTimelineGroup
Private Advisor Group, LLC391,595$29.6M0.17%+39,57613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP388,713$29.4M0.04%+352,47413F-HRTimelineGroup
Tradewinds Capital Management, LLC369,066$27.9M7.37%+369,01613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…356,876$27M0.68%-163,52713F-HRTimelineGroup
Cercano Management LLC342,407$25.9M0.66%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC340,175$25.7M0.02%-1,062,84513F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.335,238$25.4M0.35%-1,12513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…326,526$24.7M0.02%-31,97313F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.320,247$24.4M0.26%-120,21813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.320,769$24.3M0.05%+99213F-HRTimelineGroup
New Harbor Financial Group, LLC319,538$24.2M7.21%+1,66713F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC319,538$24.2M7.21%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP310,000$23.5M0.02%+110,00013F-HRTimeline
Hilton Capital Management, LLC305,765$23.1M2%-39,10813F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO298,923$22.6M1.4%+8,19213F-HRTimeline
Independent Advisor Alliance284,790$21.6M0.29%new13F-HRTimeline
McElhenny Sheffield Capital Management,…279,891$21.2M7.1%+2,23613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP278,043$21M<0.01%-45213F-HRTimelineGroup
Janney Montgomery Scott LLC275,493$20.9M0.06%-1,266,58613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC271,749$20.6M0.13%+11,38313F-HRTimelineGroup
HighTower Advisors, LLC268,333$20.3M0.03%-61,90513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS261,041$19.8M0.02%-4,561,72513F-HRTimelineGroup
Steward Partners Investment Advisory, L…255,985$19.4M0.17%-98,46213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding250,798$19M+30,494Timeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co249,613$18.9M0.36%013F-HRTimelineGroup
Janney Capital Management LLC244,349$18.5M1.22%-8,77213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC242,100$18.3M0.08%+3,17613F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding238,818$18.1M+114,700Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC234,118$17.7M0.02%-773,37013F-HRTimelineGroup
CWM, LLCin group CWM, LLC231,237$17.5M0.07%+6,91713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC223,193$16.9M0.01%-4,34413F-HRTimelineGroup
Passaic Partners LLC219,045$16.6M2.41%+33,56313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS219,005$16.6M0.05%+7,31513F-HRTimeline
Ensign Peak Advisors, Inc215,219$16.3M0.03%-205,68113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/213,436$16.2M0.01%-87,06613F-HRTimelineGroup
Advisory Alpha, LLC208,306$15.8M0.56%-38213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…206,267$15.6M0.03%+15,49813F-HR/ATimeline
GREENWOOD GEARHART LLC206,122$15.6M1.08%+8,63113F-HRTimeline
MML INVESTORS SERVICES, LLC204,688$15.5M0.05%-82,88813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding199,822$15.1M+24,178Timeline
FIRST FINANCIAL BANK - TRUST DIVISION194,819$14.7M1.38%-3,21213F-HRTimeline
Camarda Financial Advisors, LLC190,184$14.4M5.41%+3,66413F-HRTimeline
Cornerstone Capital, Inc.190,016$14.4M1.51%-22,47513F-HRTimeline
Atria Wealth Solutions, Inc.188,590$14.3M0.16%+13,49613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.187,366$14.2M0.13%+14,18213F-HRTimelineGroup
SG Americas Securities, LLC182,409$13.8M0.06%-585,36913F-HRTimeline
Sequoia Financial Advisors, LLC181,695$13.8M0.13%+172,44013F-HR/ATimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC176,462$13.4M0.1%+4,38213F-HRTimelineGroup
VAUGHAN DAVID INVESTMENTS LLC/IL175,778$13.3M0.31%+2,27713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding175,226$13.3M+141,129Timeline
Trust Asset Management LLC169,157$12.8M1%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…161,972$12.3M0.03%+16,64513F-HRTimelineGroup
MATAURO, LLC161,076$12.2M2.64%13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.157,409$11.9M3.49%+5,70313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.155,913$11.8M1.24%+2,30313F-HRTimeline
Wealth Advisors of Iowa, LLC155,314$11.8M5.93%+51913F-HRTimeline
SIMPLEX TRADING, LLC154,971$11.7M0.33%new13F-HRTimeline
Biltmore Wealth Management, LLC154,427$11.7M4.87%+1,02813F-HRTimeline
Clarity Financial LLC152,795$11.6M1.38%+29,28313F-HRTimeline
Full Sail Capital, LLC148,434$11.2M0.72%-47513F-HRTimeline
PFG Advisors144,386$10.9M0.67%-3,14313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC144,277$10.9M0.03%-159,02713F-HRTimelineGroup
Asset Management One Co., Ltd.143,200$10.9M0.04%-36,51213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP154,849$10.9M0.02%-16,78213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC142,511$10.8M0.16%-9,16113F-HRTimeline
B. Riley Wealth Advisors, Inc.141,379$10.7M0.35%-24,78913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC140,475$10.6M0.23%-870,06413F-HRTimeline
Orion Porfolio Solutions, LLC140,265$10.6M0.11%-5,88313F-HRTimeline
Orion Portfolio Solutions, LLC140,265$10.6M0.11%-5,88313F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC139,517$10.6M0.51%-19,75513F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …135,720$10.3M0.29%+129,11313F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC135,143$10.2M0.1%-50,44613F-HRTimelineGroup
SUMMIT SECURITIES GROUP LLC133,400$10.1M3.77%+131,30013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD130,025$9.84M0.05%-173,47913F-HRTimelineGroup
MAI Capital Management128,004$9.69M0.07%+3,28413F-HRTimeline
Rothschild Capital Partners, LLC126,470$9.57M2.32%+22,63213F-HRTimeline
Advisory Services Network, LLC125,525$9.5M0.18%-97113F-HRTimeline
Bedell Frazier Investment Counselling, …123,296$9.33M2.31%-2,78113F-HRTimeline
FORTE CAPITAL LLC /ADV122,866$9.3M1.05%+2,69613F-HRTimeline
TCV Trust & Wealth Management, Inc.122,232$9.25M0.85%+1,40313F-HRTimeline
Prospera Financial Services Inc121,334$9.18M0.21%+54,77213F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…121,000$9.16M0.06%-60,00013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC118,423$8.96M0.31%-2,70613F-HRTimeline
Atria Investments, Inc117,000$8.86M0.11%-10,48213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC115,704$8.76M1.1%+8,70913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…115,013$8.71M0.04%-226,52713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP113,664$8.6M0.12%+2,52413F-HRTimeline
NorthCoast Asset Management LLC111,557$8.44M0.04%-12313F-HR/ATimeline
State of Tennessee, Department of Treas…110,814$8.39M0.03%-16,91113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC109,529$8.3M0.02%+5,65413F-HRTimelineGroup
NewEdge Advisors, LLC109,630$8.3M0.05%-5,69113F-HRTimeline
Sanctuary Advisors, LLC105,287$8.25M0.05%-3,13213F-HRTimeline
Dakota Wealth Management108,403$8.21M0.19%+5,81713F-HRTimeline
Gunma Bank,Ltd.107,300$8.12M2.68%new13F-HRTimeline
KWMG, LLC106,964$8.1M0.83%-93913F-HRTimeline
U.S. Capital Wealth Advisors, LLC105,939$8.02M0.25%+12413F-HRTimeline
Cordatus Wealth Management LLC103,921$7.87M2.07%+70,37013F-HRTimeline
J.W. COLE ADVISORS, INC.103,453$7.83M0.32%-12,41513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC103,110$7.8M0.62%+4,03913F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT102,867$7.79M0.48%-1,96613F-HRTimeline
Capital Investment Advisors, LLC102,187$7.73M0.16%-45513F-HRTimeline
First Interstate Bank101,169$7.66M0.46%-2,25713F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.101,050$7.65M0.36%-48,97413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC100,800$7.63M0.01%-74,10013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC100,454$7.6M0.25%+9,73913F-HRTimeline
SteelPeak Wealth, LLC99,506$7.53M0.31%+91,14013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC99,146$7.51M0.11%+6,27213F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC98,565$7.46M1.1%+5,89413F-HRTimeline
Virtue Capital Management, LLC98,043$7.42M1.49%+9,68813F-HRTimeline
Wela Strategies, Inc.118,421$7.38M3.18%new13F-HRTimeline
Hollow Brook Wealth Management LLC96,354$7.29M2.24%013F-HRTimeline
Graypoint LLC96,200$7.28M0.44%+18,68313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC95,356$7.22M0.06%+30,69213F-HRTimelineGroup
AVALON CAPITAL MANAGEMENT95,117$7.2M2.32%-18,76513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co95,058$7.19M<0.01%-5,35413F-HRTimelineGroup
Madrid Financial Services94,656$7.16M5.69%13F-HRTimeline
Krilogy Financial LLC93,836$7.1M0.47%-2,45813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,842$7.03M0.19%-75,79813F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…92,131$6.97M0.09%+19813F-HRTimelineGroup
Beacon Pointe Advisors, LLC91,046$6.89M0.08%+6,34013F-HRTimeline
Creative Planningin group Creative Planning90,025$6.81M0.01%+17,74813F-HRTimelineGroup
Robertson Stephens Wealth Management, L…88,634$6.71M0.24%+1,20213F-HRTimeline
Csenge Advisory Group88,593$6.71M0.36%-37113F-HRTimeline
Integrated Wealth Concepts LLC88,576$6.7M0.08%-14,58013F-HRTimeline
EDGEWOOD MANAGEMENT LLC88,286$6.68M0.02%013F-HRTimeline
IHT Wealth Management, LLC86,243$6.53M0.21%+10,79013F-HRTimeline
MORTON COMMUNITY BANK85,357$6.46M1.71%+3013F-HRTimeline
NOTTINGHAM ADVISORS, INC.82,764$6.26M0.79%-7,34613F-HRTimeline
Sigma Planning Corp82,459$6.24M0.2%-10,12513F-HRTimeline
Modern Wealth Management, LLC80,752$6.11M0.23%new13F-HR/ATimeline
Trek Financial, LLC80,625$6.1M0.46%-7,17613F-HRTimeline
&PARTNERS78,724$6.07M0.07%+24,92413F-HRTimeline
Riggs Asset Managment Co. Inc.79,610$6.03M1.61%+71413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP78,719$5.96M0.01%+35,08413F-HRTimelineGroup
COMERICA BANK78,463$5.94M0.02%-3,50413F-HR/ATimeline
Vectors Research Management, LLC78,259$5.92M2.02%-4,77813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…77,872$5.89M0.02%+6,51213F-HRTimelineGroup
VISTA FINANCE, LLC77,738$5.88M6.04%-43613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT77,248$5.85M0.38%+90413F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC77,211$5.84M0.04%+21013F-HRTimeline
Algorithmic Investment Models, LLC77,072$5.83M4.5%+17,12713F-HRTimeline
GTS SECURITIES LLC75,859$5.74M0.28%-179,24913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management75,404$5.71M0.18%+1,44813F-HRTimelineGroup
IFG Advisory, LLC74,445$5.63M0.32%+16,06413F-HRTimeline
Graham Capital Management, L.P.74,000$5.6M0.17%-124,72513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.73,572$5.57M1.66%+10,10913F-HRTimeline
CHEMUNG CANAL TRUST CO73,169$5.54M1.15%+7,26613F-HRTimeline