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Disclosery

XLC SELECT SECTOR SPDR TR

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SHS (fund)

1,061 managers (1,074 13F filers) reported a position in XLC shares at 2025-03-31, 176,644,109 shares in all. 106 filers opened a position and 74 filers sold out during the quarter.

Managers
1,061
13F filers
1,074
New
106
Added
404
Reduced
399
Sold out
74
Shares held by filers
176,644,109

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GARDA CAPITAL PARTNERS LP60,537$5.84M3.28%new13F-HRTimeline
Ascent Wealth Partners, LLC60,433$5.83M0.78%+73313F-HRTimeline
Atom Investors LP60,424$5.83M0.72%new13F-HRTimeline
Peak Retirement Planning, Inc.59,391$5.73M3.18%+7,76913F-HRTimeline
INNEALTA CAPITAL, LLC59,322$5.72M3.1%-2,83613F-HRTimeline
CENTAURUS FINANCIAL, INC.58,804$5.67M0.34%-13,85013F-HRTimeline
Compton Financial Group, LLC58,792$5.67M1.63%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC59,293$5.66M2.2%-4,62013F-HRTimeline
High Note Wealth, LLC58,532$5.65M1.4%-2,23813F-HRTimeline
Baker Avenue Asset Management, LP57,842$5.58M0.17%+4,81613F-HRTimeline
Wall Street Financial Group, Inc.57,282$5.52M5.73%-74613F-HRTimeline
Sharper & Granite LLC57,188$5.52M2.28%-2,12513F-HRTimeline
Roundview Capital LLC56,891$5.49M0.4%+61113F-HRTimeline
Advisory Services Network, LLC56,223$5.42M0.1%-5,75613F-HRTimeline
JMAC ENTERPRISES LLC55,811$5.38M1.28%-1,63613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.55,195$5.32M0.06%+10,18113F-HRTimelineGroup
SYKON CAPITAL LLC55,065$5.31M2.02%-3,24513F-HRTimeline
IFP Advisors, Inc54,410$5.25M0.16%+44,44313F-HRTimeline
Creative Planningin group Creative Planning54,388$5.25M<0.01%+5,77913F-HRTimelineGroup
FMR LLCin group FMR LLC54,223$5.23M<0.01%+8,18513F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC54,193$5.23M0.38%+7,96113F-HRTimeline
New Millennium Group LLC53,626$5.17M3.4%-1,12413F-HRTimeline
Parcion Private Wealth LLC53,498$5.16M0.42%new13F-HRTimeline
FIRST MERCHANTS CORP52,238$5.04M0.2%-5,05513F-HRTimeline
Waverly Advisors, LLC51,614$4.98M0.06%+36,96313F-HRTimeline
WealthCare Investment Partners, LLC56,314$4.97M2.11%-3,73913F-HRTimeline
Innova Wealth Partners50,873$4.91M3.04%-8,98613F-HRTimeline
5th Street Advisors, LLC50,825$4.9M2.36%+4,43213F-HRTimeline
Symmetry Partners, LLC49,798$4.8M0.67%+2,34013F-HRTimeline
Callan Capital, LLC49,662$4.79M0.35%-61713F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…49,100$4.72M5.29%+2,50013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC48,479$4.68M0.16%+5,81213F-HRTimeline
Pallas Capital Advisors LLC48,443$4.67M0.19%-5,20713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC48,263$4.65M0.09%-4,94313F-HRTimeline
AdvisorNet Financial, Inc48,233$4.65M0.35%+43,05713F-HRTimeline
Atria Wealth Solutions, Inc.47,841$4.61M0.06%+10,54113F-HRTimeline
Leicht Financial Planning & Wealth Mana…47,236$4.56M2.38%-6,74013F-HRTimeline
Bonfire Financial47,232$4.56M4.2%+2,47413F-HRTimeline
Monument Capital Management47,175$4.55M1.4%-78313F-HRTimeline
Alpine Global Management, LLC47,146$4.55M1.24%new13F-HRTimeline
TRUST CO OF OKLAHOMA47,131$4.55M1.57%+47713F-HRTimeline
Darwin Wealth Management, LLC46,826$4.53M1.52%013F-HRTimeline
Attessa Capital LLC46,899$4.52M2.96%+3,37113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC46,651$4.5M1.46%-44,33813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP46,193$4.46M<0.01%+5,47213F-HRTimelineGroup
Freedom Investment Management, Inc.46,181$4.45M0.37%+4,84613F-HRTimeline
Gladstone Institutional Advisory LLC44,810$4.32M0.2%-17,09013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding44,633$4.31M+5,945Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…44,504$4.29M0.09%-15,51913F-HRTimelineGroup
Terra Nova Asset Management LLC44,335$4.28M3.37%+14013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC44,245$4.27M1.2%+4,20213F-HRTimeline
Archford Capital Strategies, LLC44,193$4.26M0.62%new13F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…44,100$4.25M0.04%013F-HRTimelineGroup
McCollum Christoferson Group LLC43,595$4.2M1.28%+2,41513F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL43,335$4.18M0.1%-1,36313F-HRTimeline
Horizon Investments, LLC43,324$4.18M0.12%-2,24213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC42,871$4.13M0.39%+39813F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP42,521$4.1M0.49%+7613F-HRTimeline
Simmons Bankin group Simmons Bank42,348$4.08M0.31%-34813F-HRTimelineGroup
Coastal Bridge Advisors, LLC42,295$4.08M0.37%new13F-HR/ATimeline
Ciovacco Capital Management LLC41,779$4.03M2.82%+1,24513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding41,299$3.98M-52,629Timeline
Mutual Advisors, LLC41,781$3.94M0.11%-5,88213F-HRTimeline
Iyo Bank, Ltd.40,772$3.93M1.27%new13F-HRTimeline
KWMG, LLC40,578$3.91M0.4%new13F-HRTimeline
111 Capital40,575$3.91M0.76%+9,03513F-HRTimeline
Fluent Financial, LLC40,423$3.9M1.7%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…40,414$3.9M0.4%+88513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management40,190$3.88M0.06%-6,18413F-HRTimelineGroup
Financial Advocates Investment Manageme…39,876$3.85M0.27%+30,80313F-HRTimeline
WESPAC Advisors SoCal, LLC39,288$3.79M0.99%+3,04113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV39,258$3.79M0.01%-9,13413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…39,072$3.77M0.06%-16,37813F-HRTimelineGroup
Friedenthal Financial39,057$3.77M2.25%-79913F-HRTimeline
Fortis Group Advisors, LLC38,954$3.76M0.73%+2313F-HRTimeline
SkyView Investment Advisors, LLC38,904$3.75M0.56%+1,83913F-HRTimeline
Prime Capital Investment Advisors, LLC38,360$3.7M0.04%+3,95913F-HRTimeline
3EDGE Asset Management, LP38,422$3.68M0.25%-4,04313F-HRTimeline
LOWE BROCKENBROUGH & CO INC37,609$3.63M0.24%-30613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers36,960$3.56M0.01%+5,97113F-HRTimelineGroup
Matrix Trust Co36,913$3.56M0.6%+85013F-HRTimeline
Venturi Wealth Management, LLC36,602$3.53M0.18%+6,33213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC36,115$3.48M0.67%+27,45813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.35,976$3.47M0.22%+5,14213F-HRTimelineGroup
Western Wealth Management, LLC35,738$3.45M0.23%+1,32813F-HRTimeline
Quantinno Capital Management LP35,691$3.44M0.02%+5,98313F-HRTimeline
IronBridge Private Wealth, LLC35,675$3.44M1.36%new13F-HRTimeline
Federation des caisses Desjardins du Qu…34,712$3.35M0.02%-1,05313F-HRTimeline
RPg Family Wealth Advisory, LLC34,252$3.3M0.94%+8,55213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC34,124$3.29M0.28%-67213F-HR/ATimeline
CAPITAL INSIGHT PARTNERS, LLC33,458$3.23M0.56%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…33,378$3.22M1.14%+10,50713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.33,370$3.22M0.41%013F-HRTimeline
West Financial Advisors, LLC32,938$3.18M0.6%new13F-HRTimeline
Prospera Financial Services Inc32,743$3.16M0.07%+10,40313F-HRTimeline
FSA WEALTH PARTNERS, INC.32,741$3.16M1.19%-2,87613F-HRTimeline
Fulcrum Equity Management32,549$3.14M3.43%+12,68213F-HRTimeline
Signal Advisors Wealth, LLC32,537$3.14M0.31%-5,16213F-HRTimeline
Soltis Investment Advisors LLC32,440$3.13M0.28%+12,55213F-HRTimeline
BLB&B Advisors, LLC31,998$3.09M0.16%+27,58913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,690$3.06M<0.01%+5,02413F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…31,573$3.05M0.03%new13F-HRTimelineGroup
Trust Co31,420$3.03M0.36%-19,03513F-HRTimeline
Transform Wealth, LLC31,420$3.03M0.18%+1,89613F-HRTimeline
Modern Wealth Management, LLC31,103$3M0.1%+1,42913F-HR/ATimeline
Canton Hathaway, LLC31,088$3M0.61%-3,15613F-HRTimeline
Nelson Capital Management, LLC30,764$2.97M0.51%+2,75813F-HRTimeline
CTC Alternative Strategies, Ltd.30,750$2.97M3.63%new13F-HRTimeline
SYON CAPITAL LLC30,059$2.9M0.24%+5,87413F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC29,751$2.87M1.14%-8,00713F-HRTimeline
Marion Wealth Management29,500$2.85M0.76%-4,02513F-HRTimeline
SMART Wealth LLC29,310$2.83M1.01%+5,10913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,046$2.8M0.08%+2,40413F-HRTimelineGroup
Private Wealth Advisors, LLC29,013$2.8M1.18%-25113F-HRTimeline
Per Stirling Capital Management, LLC.28,898$2.79M0.4%+43513F-HRTimeline
Zullo Investment Group, Inc.28,405$2.74M1.17%+8013F-HRTimeline
Fourth Dimension Wealth, LLC28,338$2.73M1.32%+1,31313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding28,283$2.73M+1,868Timeline
B. Riley Wealth Advisors, Inc.28,274$2.73M0.08%-29,09813F-HRTimeline
Cooksen Wealth, LLC33,327$2.72M2.76%-4,14413F-HRTimeline
Beaumont Financial Advisors, LLC27,533$2.66M0.21%-1,31013F-HRTimeline
Sigma Planning Corp27,068$2.61M0.08%-4,04313F-HRTimeline
ABOUND FINANCIAL, LLC27,064$2.61M1.32%-6413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …26,904$2.59M0.4%+9,54613F-HRTimeline
IFG Advisory, LLC26,889$2.59M0.14%+2,62513F-HRTimeline
Strategic Financial Partners, Ltd.26,881$2.59M1.37%-7,18713F-HRTimeline
Simplicity Wealth,LLC26,630$2.57M0.2%+16,48513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding26,595$2.57M+5,464Timeline
Cresset Asset Management, LLC26,538$2.56M0.01%-7,23813F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors26,502$2.56M1.48%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC26,434$2.55M0.01%-7,62613F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,372$2.54M0.1%+56013F-HRTimelineGroup
Smart Portfolios, LLC26,315$2.54M2.76%-59313F-HRTimeline
Clarus Wealth Advisors26,618$2.5M1.33%+2,50613F-HRTimeline
Chesapeake Wealth Management25,813$2.49M0.89%-1,21013F-HRTimeline
SG Americas Securities, LLC25,513$2.46M0.01%-137,56713F-HRTimeline
TD Waterhouse Canada Inc.25,103$2.42M0.02%-4,44613F-HRTimeline
Bramshill Investments, LLC25,000$2.41M0.25%+2,50013F-HRTimeline
Apexium Financial, LP24,943$2.41M0.14%+1,20513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…24,667$2.38M0.02%-17,30613F-HRTimelineGroup
Joel Isaacson & Co., LLC24,625$2.38M0.11%+1,17313F-HRTimeline
GeoWealth Management, LLC24,600$2.37M0.1%-10,33313F-HRTimeline
Quantbot Technologies LP24,579$2.37M0.08%new13F-HRTimeline
Summit Financial, LLC24,578$2.37M0.07%+14,93713F-HRTimeline
Arkadios Wealth Advisors24,337$2.35M0.09%+20,11613F-HRTimeline
Fairvoy Private Wealth, LLC24,294$2.34M0.64%+9,67613F-HRTimeline
IAM Advisory, LLC24,121$2.33M0.6%-26413F-HRTimeline
Intrua Financial, LLC24,021$2.32M0.36%-23513F-HRTimeline
PATTEN & PATTEN INC/TN23,908$2.31M0.15%+3913F-HRTimeline
Kingstone Capital Partners Texas, LLC23,698$2.29M1.84%-56613F-HRTimeline
One Charles Private Wealth Services, LLC23,438$2.26M0.73%+67413F-HRTimeline
Fiduciary Group, LLC23,367$2.25M0.23%+2,67013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC23,266$2.24M0.21%-44513F-HRTimeline
Franklin Resourcesgroup of 2 filers holding23,228$2.24M+21,991Timeline
CLARK FINANCIAL SERVICES GROUP INC …23,095$2.23M1.54%new13F-HRTimeline
St. Johns Investment Management Company…23,053$2.22M1.1%-67813F-HRTimeline
MORTON COMMUNITY BANK22,970$2.22M0.58%+23713F-HRTimeline
Evercore Wealth Management, LLC22,848$2.2M0.04%-2,25013F-HRTimeline
HOLDERNESS INVESTMENTS CO22,694$2.19M0.51%+10813F-HRTimeline
Integrated Advisors Network LLC22,412$2.16M0.11%-14,20413F-HRTimeline
HERBST GROUP, LLC22,334$2.15M1.52%+66513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC22,318$2.15M0.66%-59613F-HRTimeline
Belpointe Asset Management LLC22,308$2.15M0.11%-65,97913F-HRTimeline
PLANWISER FINANCIAL, LLC22,020$2.15M1.94%13F-HRTimeline
D.B. Root & Company, LLC21,911$2.11M0.68%+6,74513F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC21,857$2.11M1.61%+15313F-HRTimeline
AdvisorShares Investments LLC21,816$2.11M0.41%-1,66513F-HRTimeline
Thrive Capital Management, LLC22,485$2.1M1.26%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC21,652$2.09M1.16%-1513F-HR/ATimeline
Salomon & Ludwin, LLC21,580$2.08M0.22%+1,58913F-HRTimeline
Point Windward Advisors Inc.21,488$2.07M0.82%+17613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV21,325$2.06M0.66%-1,83013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,282$2.05M0.02%+2,26513F-HRTimeline
Stockman Wealth Management, Inc.21,195$2.04M0.3%-43313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,151$2.04M0.01%+2,38113F-HRTimeline
Maven Securities LTDin group Maven Securities LTD20,965$2.02M0.44%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC15,847$2.01M0.29%+15313F-HRTimeline
Colony Family Offices, LLC20,727$2M0.62%+4,34313F-HRTimeline
United Asset Strategies, Inc.20,617$1.99M0.18%-2,64113F-HRTimeline
Bullock Wealth Management Group20,508$1.98M1.11%+5,12213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC20,500$1.98M0.17%-1,43513F-HRTimeline
Patten Group, Inc.20,343$1.96M0.45%+813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…20,313$1.96M0.01%-2,10013F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC20,035$1.93M0.88%+11,00913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp19,994$1.93M0.01%-45,45513F-HRTimelineGroup
Regal Investment Advisors LLC19,944$1.92M0.16%-5,11213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19,922$1.92M0.15%-10,88713F-HRTimeline
Snowden Capital Advisors LLC19,902$1.92M0.06%-65213F-HRTimeline
Redwood Financial Network Corp19,845$1.91M1.46%+62613F-HRTimeline
PCG ASSET MANAGEMENT, LLC19,708$1.9M1.78%+27113F-HRTimeline
Capital Investment Counsel, LLC19,678$1.9M0.31%+69413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC19,598$1.89M0.05%-15913F-HRTimeline
EPG Wealth Management LLC19,525$1.88M0.53%-63713F-HRTimeline
Bragg Financial Advisors, Inc19,434$1.87M0.08%-87013F-HRTimeline
DDD Partners, LLC19,246$1.86M0.23%+50713F-HRTimeline
MontVue Capital Management, Inc.19,232$1.85M1.48%-74213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.19,114$1.84M0.2%-1,83013F-HRTimeline
Guardian Asset Advisors, LLC18,550$1.79M1.17%-56613F-HRTimeline
Cornerstone National Bank & Trust Co18,442$1.78M0.8%-2,33313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp18,424$1.78M0.05%-88313F-HRTimelineGroup