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Disclosery

XSD SPDR SERIES TRUST

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S&P SEMICNDCTR (fund)

228 managers (228 13F filers) reported a position in XSD shares at 2024-12-31, 2,141,624 shares in all. 28 filers opened a position and 20 filers sold out during the quarter.

Managers
228
13F filers
228
New
28
Added
54
Reduced
67
Sold out
20
Shares held by filers
2,141,624

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
LPL Financial LLC271,068$67.3M0.03%+70,11613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY194,532$48.3M<0.01%+21,06913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/115,267$28.6M<0.01%-8,11713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN95,911$23.8M0.01%-22,58413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC73,515$18.3M<0.01%-6,18113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…68,485$17M0.01%+1,48413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,274$14M0.01%13F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,612$13.8M<0.01%-22,61213F-HRTimelineGroup
Kingsview Wealth Management, LLC52,951$13.2M0.26%+47,27313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51,152$12.7M0.01%+50,36013F-HRTimelineGroup
UBS Group AGin group UBS Group AG47,753$11.9M<0.01%+24813F-HRTimelineGroup
Hobart Private Capital, LLC45,111$11.2M2.78%+45413F-HRTimeline
McGuire Investment Group, LLC40,997$10.2M1.47%-51913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,038$9.7M0.05%+62513F-HRTimelineGroup
Cetera Investment Advisers37,859$9.41M0.02%-35313F-HRTimeline
Adams Wealth Management34,707$8.62M1.65%+1,52813F-HRTimeline
CacheTech Inc.34,707$8.62M1.62%+1,52813F-HRTimeline
MGB Wealth Management, LLC32,994$8.2M2.55%+4,09713F-HRTimeline
First Interstate Bank31,887$7.92M0.48%-34013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,793$7.41M0.02%-1,64613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC29,722$7.38M0.03%+63413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,134$6.99M<0.01%-3,06813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,213$6.26M<0.01%-82,54113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…22,630$6.1M0.34%-2,36913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,275$6.03M0.01%+14,90313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,469$5.83M0.01%-69913F-HRTimeline
Dale Q Rice Investment Management Ltd22,685$5.64M2.48%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,162$5.26M0.01%-2013F-HRTimelineGroup
SFI Advisors, LLC20,366$5.06M3.55%+18013F-HRTimeline
Yarbrough Capital, LLC20,263$5.03M0.19%-4,23313F-HRTimeline
JMAC ENTERPRISES LLC20,173$5.01M0.79%+1,01513F-HRTimeline
CoreCap Advisors, LLC19,124$4.75M0.22%+1,96813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,965$4.71M0.01%-1,62713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,967$4.46M0.01%+5,12713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP17,294$4.3M0.32%-2,49113F-HRTimeline
Cambridge Investment Research Advisors,…15,985$3.97M0.01%+3,01213F-HRTimeline
World Investment Advisors15,754$3.91M0.11%+2,61413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,657$3.89M0.01%+23313F-HRTimelineGroup
HighTower Advisors, LLC15,015$3.73M0.01%-36213F-HRTimeline
Intrepid Financial Planning Group LLC13,339$3.31M1.4%-68913F-HRTimeline
Beaumont Asset Management, L.L.C.11,604$2.88M1.67%-24713F-HRTimeline
CHEMUNG CANAL TRUST CO9,521$2.37M0.49%-22513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,076$2.25M<0.01%new13F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,048$2M<0.01%-20213F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…8,012$1.99M0.09%+29613F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC8,000$1.99M0.35%-4513F-HRTimeline
HARBOR ADVISORY CORP /MA/7,889$1.96M0.64%013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,046$1.75M<0.01%-3513F-HRTimelineGroup
Bank of New Hampshire6,864$1.71M0.44%-76713F-HRTimeline
FLOW TRADERS U.S. LLC6,538$1.62M0.06%new13F-HRTimeline
Sanctuary Advisors, LLC6,367$1.58M0.01%-21413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.6,238$1.55M0.25%-2013F-HRTimeline
Safe Harbor Fiduciary, LLC5,848$1.45M1.48%+7013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,678$1.41M<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC5,348$1.33M0.04%+6013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,099$1.27M<0.01%-1,38313F-HRTimelineGroup
Global Assets Advisory, LLC4,908$1.24M0.68%+2713F-HRTimeline
Fort Point Capital Partners LLC4,653$1.16M0.13%+48713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.4,594$1.14M0.18%-39013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,496$1.12M<0.01%-13713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,473$1.11M0.03%-30313F-HRTimelineGroup
Merit Financial Group, LLC4,386$1.09M0.02%-1,06113F-HRTimeline
Sharper & Granite LLC4,305$1.07M0.47%-53813F-HRTimeline
Chicago Partners Investment Group LLC4,030$1.03M0.03%-8413F-HRTimeline
EP Wealth Advisors, LLC3,936$978K0.01%+37613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,716$923K0.01%+28013F-HRTimeline
Advisory Services Network, LLC3,525$876K0.02%-90913F-HRTimeline
Regent Peak Wealth Advisors LLC3,525$876K0.2%+113F-HR/ATimeline
Patton Albertson Miller Group, LLC3,468$862K0.12%-37513F-HRTimeline
Creative Planningin group Creative Planning3,229$802K<0.01%-54613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,225$801K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,128$777K0.02%-5,96713F-HRTimelineGroup
Global Financial Private Client, LLC3,121$775K0.29%-1,73513F-HRTimeline
Smart Money Group LLC3,087$767K0.26%-4613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,062$761K0.05%-38113F-HRTimeline
Prime Capital Investment Advisors, LLC3,049$758K0.01%+113F-HRTimeline
Beacon Financial Advisory LLC2,985$742K0.24%+113F-HRTimeline
Argent Trust Co2,800$696K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,781$691K<0.01%-89113F-HRTimeline
Sovran Advisors, LLC2,736$683K0.1%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,577$640K<0.01%+2,18713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,570$639K<0.01%+30013F-HRTimelineGroup
Rathbones Group PLC2,568$638K<0.01%013F-HRTimeline
Bawa N Mallick Trust2,500$621K0.27%13F-HRTimeline
Soltis Investment Advisors LLC2,400$596K0.06%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,387$593K<0.01%+11813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,362$587K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,273$573K0.05%-2,056,02313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…2,298$571K0.05%+15413F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,230$554K<0.01%+15913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.2,191$544K0.01%-25313F-HRTimelineGroup
HRT FINANCIAL LP2,192$544K<0.01%-1,60813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,154$535K<0.01%+5313F-HR/ATimeline
M3 Advisory Group, LLC2,077$516K0.37%+813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,000$497K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,953$485K<0.01%new13F-HR/ATimelineGroup
Stonebridge Financial Planning Group, L…1,925$478K0.21%-31513F-HRTimeline
AGP FRANKLIN, LLC1,904$473K0.29%13F-HRTimeline
Private Advisor Group, LLC1,777$441K<0.01%-18113F-HRTimeline
SOA Wealth Advisors, LLC.1,768$439K0.08%+113F-HR/ATimeline
SONATA CAPITAL GROUP INC1,750$435K0.18%013F-HRTimeline
Manchester Capital Management LLC1,750$435K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,743$433K0.03%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,703$424K0.01%+113F-HRTimelineGroup
Biltmore Family Office, LLC1,650$410K0.07%013F-HRTimeline
Merriman Wealth Management, LLC1,547$384K0.02%013F-HRTimeline
Mutual Advisors, LLC1,470$376K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,487$369K0.03%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,427$355K0.01%-1,16713F-HRTimeline
GTS SECURITIES LLC1,356$337K0.02%+31313F-HRTimeline
FMR LLCin group FMR LLC1,348$335K<0.01%+31813F-HRTimelineGroup
Modera Wealth Management, LLC1,306$324K<0.01%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,300$323K<0.01%-1,10013F-HRTimeline
TrinityPoint Wealth, LLC1,295$322K0.05%-15113F-HRTimeline
Financial Advocates Investment Manageme…1,289$320K0.02%-37013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC1,255$312K0.12%+5413F-HRTimeline
Kovack Advisors, Inc.1,253$311K0.03%+29513F-HRTimeline
Tradewinds, LLC.1,295$309K0.09%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,128$305K0.12%13F-HRTimeline
GUERRA PAN ADVISORS, LLC1,218$303K0.22%013F-HRTimeline
JERICHO FINANCIAL, LLP1,130$281K0.2%13F-HRTimeline
Kaizen Financial Strategies1,125$280K0.16%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.1,117$278K0.11%-913F-HRTimeline
Waterloo Capital, L.P.1,102$274K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC1,098$273K0.01%-4,02213F-HRTimeline
Capital Market Strategies LLC1,087$270K0.16%013F-HRTimeline
Lionshead Wealth Management, LLC1,080$268K0.19%13F-HRTimeline
Round Rock Advisors LLC1,076$267K0.05%-6213F-HRTimeline
Atlas Financial Advisors, Inc.1,068$265K0.41%+2613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,063$264K<0.01%+613F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,059$263K0.01%013F-HRTimeline
Mill Creek Capital Advisors, LLC1,051$261K0.01%013F-HRTimeline
Marcum Wealth, LLC1,040$258K0.02%013F-HRTimeline
Gateway Wealth Partners, LLC1,027$255K0.07%+813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,026$255K<0.01%-15,72213F-HRTimelineGroup
Farther Finance Advisors, LLC1,026$255K0.01%+4113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,023$254K<0.01%013F-HRTimelineGroup
Concentrum Wealth Management994$247K0.09%-1413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC990$246K0.01%-5013F-HRTimeline
Global Retirement Partners, LLC937$233K0.01%+20313F-HRTimeline
PENNINGTON PARTNERS & CO., LLC937$233K0.12%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP922$229K<0.01%-11113F-HRTimelineGroup
SeaBridge Investment Advisors LLC921$229K0.05%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC912$227K0.01%new13F-HRTimeline
Quantinno Capital Management LP908$226K<0.01%013F-HRTimeline
Ground Swell Capital, LLC905$225K0.49%new13F-HRTimeline
WORLD EQUITY GROUP, INC.900$224K0.05%013F-HRTimeline
VICUS CAPITAL895$222K0.02%013F-HRTimeline
Grey Fox Wealth Advisors, LLC895$222K0.06%+113F-HRTimeline
Capital Square, LLC842$222K0.13%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC888$221K0.01%013F-HRTimeline
American State Bank (Iowa)882$219K0.13%013F-HRTimeline
Game Plan Financial Advisors, LLC860$215K0.1%-6613F-HRTimeline
Beacon Pointe Advisors, LLC850$211K<0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC807$200K0.01%new13F-HRTimeline
Sandy Spring Bank753$187K0.01%013F-HRTimeline
NFSG Corp688$171K0.04%-3713F-HRTimeline
HARBOUR INVESTMENTS, INC.626$156K<0.01%-62713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC600$149K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management577$143K<0.01%+1013F-HRTimelineGroup
Golden State Wealth Management, LLC572$142K0.02%13F-HRTimeline
Bullock Wealth Management Group558$139K0.08%-3913F-HRTimeline
Wood Tarver Financial Group, LLC539$133K0.04%13F-HRTimeline
North Star Investment Management Corp.484$120K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.465$116K0.01%013F-HRTimeline
Collier Financial404$100K0.09%13F-HRTimeline
Bogart Wealth, LLC368$91.5K<0.01%013F-HRTimeline
IFP Advisors, Inc354$88K<0.01%+13013F-HRTimeline
Wingate Wealth Advisors, Inc.349$86.7K0.09%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/345$85.7K<0.01%-7,44713F-HRTimelineGroup
AE Wealth Management LLC321$79.8K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC317$78.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC313$78K<0.01%+7013F-HRTimelineGroup
COMERICA BANK309$76.8K<0.01%+1613F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC300$74.5K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.262$65.1K0.04%13F-HRTimeline
Parallel Advisors, LLC260$64.8K<0.01%-32913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC250$62.1K<0.01%013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC222$55.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC209$51.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV204$50.8K<0.01%-9,97613F-HRTimeline
Geneos Wealth Management Inc.194$48.2K<0.01%013F-HRTimeline
TD Capital Management LLC152$37.6K<0.01%-513F-HRTimeline
MAI Capital Management150$37.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA150$37.3K<0.01%-65113F-HRTimeline
Plante Moran Financial Advisors, LLC129$32K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC117$28.9K0.03%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT116$28.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC112$27.8K<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC112$27.7K0.01%+5213F-HRTimeline
VALLEY NATIONAL ADVISERS INC105$26K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC97$24.1K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC92$22.9K0.01%013F-HRTimeline
Rice Partnership, LLC90$22.4K<0.01%013F-HRTimeline
Copia Wealth Management90$22.4K0.02%13F-HRTimeline
Physician Wealth Advisors, Inc.88$21.9K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.86$21.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.75$18.6K<0.01%013F-HRTimeline
Tidemark, LLC71$17.6K0.01%013F-HRTimeline
WASHINGTON TRUST Co70$17.4K<0.01%013F-HRTimeline