SS SPDR S&P SemiconductorXSDETF

13F holders, Q4 2024 (December 31)
226holders +21
28new positions
19sold out
3famous investors
$248.73avg. 13F price*

At the end of Q4 2024, 226 institutions reported holding SS SPDR S&P Semiconductor (XSD) in their 13F filings, up 21 from Q3 2024. 28 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($67.3M), Morgan Stanley ($48.3M) and Bank of America Corp. ($28.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR S&P Semiconductor
Filed as
SPDR SER TR (Q4 2024)
CUSIP
78464A862
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 222Q1 2024Q2 2024: 219Q2 2024Q3 2024: 205Q3 2024Q4 2024: 226Q4 2024Q1 2025: 202Q1 2025Q2 2025: 219Q2 2025Q3 2025: 228Q3 2025Q4 2025: 245Q4 2025Q1 2026: 249Q1 2026Q2 2026: 306Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions28$8.6M
Exits19$25.0M

All 13F filers, Q3 2024 → Q4 2024: 269,209 shares bought and 347,848 shares sold, net −78,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 226 holders

LPL Financial LLC 0.03% Add +34.9% 271,068 $67.3M
Morgan Stanley 0.00% Add +12.2% 194,532 $48.3M
Bank of America Corp. 0.00% Reduce -6.6% 115,267 $28.6M
Wells Fargo & Company 0.01% Reduce -19.1% 95,911 $23.8M
Ameriprise Financial Inc. 0.00% Reduce -7.8% 73,515 $18.3M
PNC Financial Services Group, Inc. 0.01% Add +2.2% 68,485 $17.0M
Raymond James Financial Inc. 0.01% — 56,274 $14.0M
Goldman Sachs Group Inc. 0.00% Reduce -28.9% 55,612 $13.8M
Kingsview Wealth Management, LLC 0.26% Add +832.6% 52,951 $13.2M
BNP Paribas Financial Markets 0.01% Add +6358.6% 51,152 $12.7M
UBS Group AG 0.00% Add +0.5% 47,753 $11.9M
Hobart Private Capital, LLC 2.78% Add +1.0% 45,111 $11.2M
McGuire Investment Group, LLC 1.47% Reduce -1.3% 40,997 $10.2M
Kestra Advisory Services, LLC 0.05% Add +1.6% 39,038 $9.7M
Cetera Investment Advisers 0.02% Reduce -0.9% 37,859 $9.4M
Adams Wealth Management 1.65% Add +4.6% 34,707 $8.6M
CacheTech Inc. 1.62% Add +4.6% 34,707 $8.6M
MGB Wealth Management, LLC 2.55% Add +14.2% 32,994 $8.2M
First Interstate Bank 0.48% Reduce -1.1% 31,887 $7.9M
Osaic Holdings, Inc. 0.02% Reduce -5.2% 29,793 $7.4M
MML Investors Services, LLC 0.03% Add +2.2% 29,722 $7.4M
Royal Bank of Canada 0.00% Reduce -9.8% 28,134 $7.0M
Envestnet Asset Management Inc. 0.00% Reduce -76.6% 25,213 $6.3M
Concourse Financial Group Securities, Inc. 0.34% Reduce -9.5% 22,630 $6.1M
Citadel Advisors 0.01% Add +159.0% 24,275 $6.0M
Commonwealth Equity Services, LLC 0.01% Reduce -2.9% 23,469 $5.8M
Dale Q Rice Investment Management Ltd 2.48% — 22,685 $5.6M
Stifel Financial Corp. 0.01% Reduce -0.1% 21,162 $5.3M
SFI Advisors, LLC 3.55% Add +0.9% 20,366 $5.1M
Yarbrough Capital, LLC 0.19% Reduce -17.3% 20,263 $5.0M
Jmac Enterprises LLC 0.79% Add +5.3% 20,173 $5.0M
CoreCap Advisors, LLC 0.22% Add +11.5% 19,124 $4.8M
Baird Financial Group, Inc. 0.01% Reduce -7.9% 18,965 $4.7M
Susquehanna International Group, LLP 0.01% Add +39.9% 17,967 $4.5M
Money Concepts Capital Corp. 0.32% Reduce -12.6% 17,294 $4.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +23.2% 15,985 $4.0M
World Investment Advisors 0.11% Add +19.9% 15,754 $3.9M
Truist Financial Corp. 0.01% Add +1.5% 15,657 $3.9M
HighTower Advisors, LLC 0.01% Reduce -2.4% 15,015 $3.7M
Intrepid Financial Planning Group LLC 1.40% Reduce -4.9% 13,339 $3.3M
Beaumont Asset Management, L.L.C. 1.67% Reduce -2.1% 11,604 $2.9M
Chemung Canal Trust Co. 0.49% Reduce -2.3% 9,521 $2.4M
BlackRock, Inc. 0.00% New 9,076 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -2.5% 8,048 $2.0M
Gerber Kawasaki Wealth & Investment Management 0.09% Add +3.8% 8,012 $2.0M
Affinity Wealth Management LLC 0.35% Reduce -0.6% 8,000 $2.0M
Harbor Advisory Corp. 0.64% No change 7,889 $2.0M
Mariner, LLC 0.00% Reduce -0.5% 7,046 $1.8M
Bank of New Hampshire 0.44% Reduce -10.1% 6,864 $1.7M
Flow Traders U.S. LLC 0.06% New 6,538 $1.6M
Sanctuary Advisors, LLC 0.01% Reduce -3.3% 6,367 $1.6M
Chatham Capital Group, Inc. 0.25% Reduce -0.3% 6,238 $1.5M
Safe Harbor Fiduciary, LLC 1.48% Add +1.2% 5,848 $1.5M
M&T Bank Corp 0.00% No change 5,678 $1.4M
IHT Wealth Management, LLC 0.04% Add +1.1% 5,348 $1.3M
Citigroup Inc. 0.00% Reduce -21.3% 5,099 $1.3M
Global Assets Advisory, LLC 0.68% Add +0.6% 4,908 $1.2M
Fort Point Capital Partners LLC 0.13% Add +11.7% 4,653 $1.2M
Arkansas Financial Group, Inc. 0.18% Reduce -7.8% 4,594 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.0% 4,496 $1.1M
Apollon Wealth Management, LLC 0.03% Reduce -6.3% 4,473 $1.1M
Merit Financial Group, LLC 0.02% Reduce -19.5% 4,386 $1.1M
Sharper & Granite LLC 0.47% Reduce -11.1% 4,305 $1.1M
Chicago Partners Investment Group LLC 0.03% Reduce -2.0% 4,030 $1.0M
EP Wealth Advisors, LLC 0.01% Add +10.6% 3,936 $978K
Avantax Advisory Services, Inc. 0.01% Add +8.2% 3,716 $923K
Advisory Services Network, LLC 0.02% Reduce -20.5% 3,525 $876K
Regent Peak Wealth Advisors LLC 0.20% Add +0.0% 3,525 $876K
Patton Albertson Miller Group, LLC 0.12% Reduce -9.8% 3,468 $862K
Creative Planning 0.00% Reduce -14.5% 3,229 $802K
Corient Private Wealth LP 0.00% New 3,225 $801K
Tower Research Capital LLC (TRC) 0.02% Reduce -65.6% 3,128 $777K
Global Financial Private Client, LLC 0.29% Reduce -35.7% 3,121 $775K
Smart Money Group LLC 0.26% Reduce -1.5% 3,087 $767K
Centaurus Financial, Inc. 0.05% Reduce -11.1% 3,062 $761K
Prime Capital Investment Advisors, LLC 0.01% Add +0.0% 3,049 $758K
Beacon Financial Advisory LLC 0.24% Add +0.0% 2,985 $742K
Argent Trust Co 0.03% No change 2,800 $696K
Blair William & Co. 0.00% Reduce -24.3% 2,781 $691K
Sovran Advisors, LLC 0.10% — 2,736 $683K
Jones Financial Companies LLLP 0.00% Add +560.8% 2,577 $640K
D. E. Shaw & Co. 0.00% Add +13.2% 2,570 $639K
Rathbones Group PLC 0.00% No change 2,568 $638K
Bawa N Mallick Trust 0.27% — 2,500 $621K
Soltis Investment Advisors LLC 0.06% No change 2,400 $596K
JPMorgan Chase & Co. 0.00% Add +5.2% 2,387 $593K
National Bank of Canada 0.00% No change 2,362 $587K
International Assets Investment Management, LLC 0.05% Reduce -90.6% 2,273 $573K
Fifth Third Securities, Inc. 0.05% Add +7.2% 2,298 $571K
Steward Partners Investment Advisory, LLC 0.00% Add +7.7% 2,230 $554K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.3% 2,191 $544K
HRT Financial LP 0.00% Reduce -42.3% 2,192 $544K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 2,154 $535K
M3 Advisory Group, LLC 0.37% Add +0.4% 2,077 $516K
Peapack Gladstone Financial Corp. 0.01% No change 2,000 $497K
Focus Partners Wealth 0.00% New 1,953 $485K
Stonebridge Financial Planning Group, LLC 0.21% Reduce -14.1% 1,925 $478K
Agp Franklin, LLC 0.29% — 1,904 $473K
Private Advisor Group, LLC 0.00% Reduce -9.2% 1,777 $441K
SOA Wealth Advisors, LLC. 0.08% Add +0.1% 1,768 $439K
Sonata Capital Group Inc. 0.18% No change 1,750 $435K
Manchester Capital Management LLC 0.05% No change 1,750 $435K
Kingswood Wealth Advisors, LLC 0.03% New 1,743 $433K
Benjamin Edwards Inc. 0.01% Add +0.1% 1,703 $424K
Biltmore Family Office, LLC 0.07% No change 1,650 $410K
Merriman Wealth Management, LLC 0.02% No change 1,547 $384K
Mutual Advisors, LLC 0.01% New 1,470 $376K
Harbor Investment Advisory, LLC 0.03% No change 1,487 $369K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -45.0% 1,427 $355K
GTS Securities LLC 0.02% Add +30.0% 1,356 $337K
FMR LLC 0.00% Add +30.9% 1,348 $335K
Modera Wealth Management, LLC 0.00% New 1,306 $324K
Renaissance Technologies 0.00% Reduce -45.8% 1,300 $323K
TrinityPoint Wealth, LLC 0.05% Reduce -10.4% 1,295 $322K
Financial Advocates Investment Management 0.02% Reduce -22.3% 1,289 $320K
Juncture Wealth Strategies, LLC 0.12% Add +4.5% 1,255 $312K
Kovack Advisors, Inc. 0.03% Add +30.8% 1,253 $311K
Tradewinds, LLC. 0.09% New 1,295 $309K
Compass Capital Corp. /Ma/ 0.12% — 1,128 $305K
Guerra Pan Advisors, LLC 0.22% No change 1,218 $303K
Jericho Financial, LLP 0.20% — 1,130 $281K
Kaizen Financial Strategies 0.16% No change 1,125 $280K
Henrickson Nauta Wealth Advisors, Inc. 0.11% Reduce -0.8% 1,117 $278K
Waterloo Capital, L.P. 0.03% New 1,102 $274K
Snowden Capital Advisors LLC 0.01% Reduce -78.5% 1,098 $273K
Capital Market Strategies LLC 0.16% No change 1,087 $270K
Lionshead Wealth Management, LLC 0.19% — 1,080 $268K
Round Rock Advisors LLC 0.05% Reduce -5.5% 1,076 $267K
Atlas Financial Advisors, Inc. 0.41% Add +2.5% 1,068 $265K
US Bancorp \de 0.00% Add +0.6% 1,063 $264K
Ashton Thomas Private Wealth, LLC 0.01% No change 1,059 $263K
Mill Creek Capital Advisors, LLC 0.01% No change 1,051 $261K
Marcum Wealth, LLC 0.02% No change 1,040 $258K
Gateway Wealth Partners, LLC 0.07% Add +0.8% 1,027 $255K
Farther Finance Advisors, LLC 0.01% Add +4.2% 1,026 $255K
Jane Street Group, LLC 0.00% Reduce -93.9% 1,026 $255K
Oppenheimer & Co. Inc. 0.00% No change 1,023 $254K
Concentrum Wealth Management 0.09% Reduce -1.4% 994 $247K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -4.8% 990 $246K
Pennington Partners & Co., LLC 0.12% — 937 $233K
Global Retirement Partners, LLC 0.01% Add +27.7% 937 $233K
Northern Trust Corp. 0.00% Reduce -10.8% 922 $229K
SeaBridge Investment Advisors LLC 0.05% New 921 $229K
U.S. Capital Wealth Advisors, LLC 0.01% New 912 $227K
Quantinno Capital Management LP 0.00% No change 908 $226K
Ground Swell Capital, LLC 0.49% New 905 $225K
World Equity Group, Inc. 0.05% No change 900 $224K
Vicus Capital 0.02% No change 895 $222K
Grey Fox Wealth Advisors, LLC 0.06% Add +0.1% 895 $222K
Capital Square, LLC 0.13% New 842 $222K
Flagship Harbor Advisors, LLC 0.01% No change 888 $221K
American State Bank (Iowa) 0.13% No change 882 $219K
Game Plan Financial Advisors, LLC 0.11% Reduce -7.1% 860 $215K
Beacon Pointe Advisors, LLC 0.00% New 850 $211K
Sigma Investment Counselors Inc. 0.01% New 807 $201K
Sandy Spring Bank 0.01% No change 753 $187K
NFSG Corp 0.04% Reduce -5.1% 688 $171K
Harbour Investments, Inc. 0.00% Reduce -50.0% 626 $156K
Bessemer Group Inc. 0.00% New 600 $149K
Spire Wealth Management 0.00% Add +1.8% 577 $143K
Golden State Wealth Management, LLC 0.02% — 572 $142K
Wood Tarver Financial Group, LLC 0.04% — 539 $133K
North Star Investment Management Corp. 0.01% No change 484 $120K
Atlas Capital Advisors Inc. 0.01% No change 465 $116K
Collier Financial 0.09% — 404 $100K
Bogart Wealth, LLC 0.00% No change 368 $91K
IFP Advisors, Inc 0.00% Add +58.0% 354 $88K
Wingate Wealth Advisors, Inc. 0.09% — 349 $87K
Bank of Montreal 0.00% Reduce -95.6% 345 $86K
AE Wealth Management LLC 0.00% New 321 $80K
NewEdge Advisors, LLC 0.00% No change 317 $79K
Cwm, LLC 0.00% Add +28.8% 313 $78K
Comerica Bank 0.00% Add +5.5% 309 $77K
Ancora Advisors LLC 0.00% No change 300 $75K
Marshall & Sterling Wealth Advisors Inc. 0.04% — 262 $65K
Parallel Advisors, LLC 0.00% Reduce -55.9% 260 $65K
Barclays PLC 0.00% No change 250 $62K
Aptus Capital Advisors, LLC 0.00% No change 222 $55K
Guardian Wealth Advisors, LLC / NC 0.00% No change 209 $52K
Creative Financial Designs Inc. 0.00% Reduce -98.0% 204 $51K
Geneos Wealth Management Inc. 0.00% No change 194 $48K
TD Capital Management LLC 0.00% Reduce -3.2% 152 $38K
MAI Capital Management 0.00% New 150 $37K
Private Trust Co. NA 0.00% Reduce -81.3% 150 $37K
Plante Moran Financial Advisors, LLC 0.00% New 129 $32K
Vision Financial Markets LLC 0.03% — 117 $29K
Hollencrest Capital Management 0.00% No change 116 $29K
Assetmark, Inc. 0.00% New 112 $28K
PSI Advisors, LLC 0.01% Add +86.7% 112 $28K
Valley National Advisers Inc. 0.00% No change 105 $26K
Princeton Global Asset Management LLC 0.00% New 97 $24K
Richard W. Paul & Associates, LLC 0.01% No change 92 $23K
Copia Wealth Management 0.02% — 90 $22K
Rice Partnership, LLC 0.00% No change 90 $22K
Physician Wealth Advisors, Inc. 0.00% New 88 $22K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 86 $21K
TD Waterhouse Canada Inc. 0.00% No change 75 $19K
Tidemark, LLC 0.01% No change 71 $18K
WASHINGTON TRUST Co 0.00% No change 70 $17K
Allworth Financial LP 0.00% No change 50 $14K
Sunbelt Securities, Inc. 0.00% No change 50 $13K
Crews Bank & Trust 0.00% — 50 $12K
Qube Research & Technologies Ltd 0.00% New 49 $12K
Hamilton Point Investment Advisors, LLC 0.00% New 48 $12K
Armstrong Advisory Group, Inc. 0.00% No change 41 $10K
EverSource Wealth Advisors, LLC 0.00% No change 41 $10K
Federation des caisses Desjardins du Quebec 0.00% No change 40 $10K
Archer Investment Corp 0.00% No change 28 $7K
Clearstead Advisors, LLC 0.00% New 25 $6K
Legend Financial Advisors, Inc. 0.00% New 24 $6K
McClarren Financial Advisors, Inc. 0.01% No change 17 $4K
Financial Connections Group, Inc. 0.00% New 20 $4K
Glen Eagle Advisors, LLC 0.00% No change 14 $3K
Transce3nd, LLC 0.00% — 10 $2K
Laurel Wealth Advisors LLC 0.00% No change 10 $2K
Ameriflex Group, Inc. 0.00% — 9 $2K
Hazlett, Burt & Watson, Inc. 0.00% New 10 $2K
Central Pacific Bank - Trust Division 0.00% No change 6 $1K
Cranbrook Wealth Management, LLC 0.00% No change 5 $1K
GAMMA Investing LLC 0.00% No change 3 $745
Rothschild Investment LLC 0.00% No change 3 $745
Kessler Investment Group, LLC 0.00% No change 2 $696
Painted Porch Advisors LLC 0.00% No change 2 $498
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $497
Atticus Wealth Management, LLC 0.00% No change 1 $249
Signaturefd, LLC 0.00% No change 1 $166

"% of holder's portfolio" is XSD's weight in each manager's 13F, not the share of SS SPDR S&P Semiconductor the manager owns.