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Disclosery

XLC SELECT SECTOR SPDR TR

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SHS (fund)

1,101 managers (1,115 13F filers) reported a position in XLC shares at 2025-06-30, 194,533,293 shares in all. 118 filers opened a position and 76 filers sold out during the quarter.

Managers
1,101
13F filers
1,115
New
118
Added
456
Reduced
384
Sold out
76
Shares held by filers
194,533,293

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CX Institutional67,570$7.33M0.26%-1,53613F-HR/ATimeline
Orange Investment Advisors, Inc.67,528$7.33M0.8%-2,69513F-HRTimeline
Creative Planningin group Creative Planning66,012$7.16M0.01%+11,62413F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA65,874$7.15M3.79%-3,91013F-HRTimeline
Coastal Bridge Advisors, LLC65,468$7.11M0.59%+23,17313F-HRTimeline
Guerra Advisors Inc64,803$7.03M3.32%-37,36513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC63,752$6.92M<0.01%+1,71113F-HRTimelineGroup
FORBES J M & CO LLP63,576$6.9M0.63%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.62,798$6.82M0.26%-176,24713F-HRTimelineGroup
Strategic Financial Concepts, LLC62,543$6.79M0.95%new13F-HRTimeline
Compton Financial Group, LLC61,763$6.7M1.74%+2,97113F-HRTimeline
Sharper & Granite LLC62,013$6.66M2.53%+4,82513F-HRTimeline
Ciovacco Capital Management LLC60,838$6.6M3.59%+19,05913F-HRTimeline
Essex LLC60,788$6.6M1.3%+17113F-HRTimeline
Redhawk Wealth Advisors, Inc.60,652$6.58M0.83%-20,49513F-HRTimeline
Algorithmic Investment Models, LLC59,537$6.46M4.42%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS58,858$6.39M<0.01%-1,139,47613F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding58,315$6.33M+21,355Timeline
FORONJY FINANCIAL LLC57,903$6.28M2.94%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC57,786$6.27M0.49%+3,59313F-HRTimeline
High Note Wealth, LLC57,605$6.25M1.43%-92713F-HRTimeline
Roundview Capital LLC56,991$6.19M0.41%+10013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC56,548$6.14M0.02%-67,51113F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.55,984$6.08M0.06%+78913F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
NorthCoast Asset Management LLC55,431$6.02M0.03%+38,90713F-HRTimeline
KWMG, LLC55,285$6M0.56%+14,70713F-HRTimeline
JMAC ENTERPRISES LLC54,728$5.94M1.27%-1,08313F-HRTimeline
WealthCare Investment Partners, LLC54,872$5.93M2.13%-1,44213F-HRTimeline
Baker Avenue Asset Management, LP53,953$5.86M0.17%-3,88913F-HRTimeline
Generali Investments, Management Co LLC53,354$5.78M1.31%-11,22813F-HRTimeline
TTP Investments, Inc.52,657$5.71M1.87%new13F-HRTimeline
Freedom Investment Management, Inc.52,201$5.67M0.45%+6,02013F-HRTimeline
Symmetry Partners, LLC52,193$5.66M0.7%+2,39513F-HRTimeline
New Millennium Group LLC52,137$5.66M3.13%-1,48913F-HRTimeline
FMR LLCin group FMR LLC52,042$5.65M<0.01%-2,18113F-HRTimelineGroup
Waterloo Capital, L.P.51,984$5.64M0.46%-8,86213F-HRTimeline
FIRST MERCHANTS CORP51,198$5.56M0.21%-1,04013F-HRTimeline
Western Wealth Management, LLC50,277$5.46M0.32%+14,53913F-HRTimeline
AlphaCore Capital LLC49,980$5.42M0.21%+48,14613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC49,438$5.37M1.82%-9,85513F-HRTimeline
5th Street Advisors, LLC49,409$5.36M2.66%-1,41613F-HRTimeline
TRUST CO OF OKLAHOMA49,358$5.36M1.7%+2,22713F-HRTimeline
Leicht Financial Planning & Wealth Mana…49,353$5.36M2.54%+2,11713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC49,077$5.33M0.09%+81413F-HRTimeline
Bonfire Financial48,892$5.31M4.35%+1,66013F-HRTimeline
Simplicity Wealth,LLC48,489$5.26M0.22%+21,85913F-HRTimeline
Venturi Wealth Management, LLC47,938$5.2M0.26%+11,33613F-HRTimeline
AdvisorNet Financial, Inc47,904$5.2M0.34%-32913F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC47,636$5.17M0.26%new13F-HRTimelineGroup
Monument Capital Management47,545$5.16M1.34%+37013F-HRTimeline
Quantinno Capital Management LP47,532$5.16M0.02%+11,84113F-HRTimeline
Innova Wealth Partners46,941$5.09M2.99%-3,93213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL46,884$5.09M0.11%+3,54913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC46,692$5.07M0.01%+20,25813F-HRTimelineGroup
Financially Speaking Inc46,424$5.04M3.32%+46,39613F-HRTimeline
Darwin Wealth Management, LLC46,003$4.99M1.73%-82313F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…45,900$4.96M5.81%-3,20013F-HRTimelineGroup
Gladstone Institutional Advisory LLC45,620$4.95M0.2%+81013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding45,429$4.93M+796Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…45,118$4.9M0.11%+61413F-HRTimelineGroup
McCollum Christoferson Group LLC44,780$4.86M1.45%+1,18513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC44,433$4.82M1.26%+18813F-HRTimeline
Keystone Global Partners, LLC43,975$4.77M2.6%+35,98213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…43,724$4.75M0.07%+4,65213F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP43,715$4.74M0.55%+1,19413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,692$4.74M0.13%-4,78713F-HRTimeline
DRW Securities, LLC43,494$4.72M0.33%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)43,300$4.7M0.05%new13F-HRTimelineGroup
Advisory Services Network, LLC43,597$4.68M0.08%-12,62613F-HRTimeline
VESTOR CAPITAL, LLC74,341$4.61M0.35%+73,24013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC42,088$4.57M0.37%+21,58813F-HRTimeline
Terra Nova Asset Management LLC41,628$4.52M3.16%-2,70713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.41,622$4.52M0.29%+5,64613F-HRTimelineGroup
Reyes Financial Architecture, Inc.41,524$4.51M3.89%+41,26213F-HRTimeline
CIBC WORLD MARKET INC.40,982$4.45M0.01%-1,988,13813F-HRTimeline
Financial Enhancement Group LLC41,794$4.43M0.63%-77,93113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,538$4.4M0.01%-140,22813F-HRTimelineGroup
GeoWealth Management, LLC40,520$4.4M0.17%+15,92013F-HRTimeline
Friedenthal Financial40,496$4.4M2.41%+1,43913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC40,441$4.39M0.41%-2,43013F-HRTimelineGroup
Simmons Bankin group Simmons Bank40,435$4.39M0.31%-1,91313F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…40,330$4.38M0.41%-8413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,119$4.35M<0.01%-81,77613F-HRTimelineGroup
SYKON CAPITAL LLC39,805$4.32M1.58%-15,26013F-HRTimeline
Matrix Trust Co39,582$4.3M0.68%+2,66913F-HRTimeline
SkyView Investment Advisors, LLC38,960$4.2M0.6%+5613F-HRTimeline
Cooksen Wealth, LLC38,377$4.17M3.35%+5,05013F-HRTimeline
Prospera Financial Services Inc38,258$4.15M0.08%+5,51513F-HRTimeline
Compass Wealth Management, LLC/GA37,823$4.1M2.2%13F-HRTimeline
RPg Family Wealth Advisory, LLC36,657$3.98M1.06%+2,40513F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC36,615$3.97M1.01%-26,58913F-HRTimeline
LOWE BROCKENBROUGH & CO INC36,427$3.95M0.22%-1,18213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC36,200$3.93M0.62%+8513F-HRTimeline
Wall Street Financial Group, Inc.35,947$3.9M3.52%-21,33513F-HRTimeline
PETERSON WEALTH MANAGEMENT35,842$3.89M2.31%+26,39513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…35,832$3.89M0.1%new13F-HRTimelineGroup
Archford Capital Strategies, LLC35,790$3.88M0.5%-8,40313F-HRTimeline
Foguth Wealth Management, LLC.35,254$3.83M0.82%+22,88413F-HRTimeline
TD Waterhouse Canada Inc.34,866$3.76M0.03%+9,76313F-HRTimeline
111 Capital34,543$3.75M0.64%-6,03213F-HRTimeline
NWAM LLC34,872$3.75M0.22%new13F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC34,464$3.74M0.07%+33,82413F-HRTimelineGroup
Cavalier Investments, LLC34,375$3.73M1.13%-91,73113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…34,345$3.73M1.17%+96713F-HRTimeline
Pallas Capital Advisors LLC34,098$3.7M0.14%-14,34513F-HRTimeline
Centric Wealth Management34,304$3.69M0.88%+20,39513F-HRTimeline
Strategic Financial Partners, Ltd.33,969$3.69M1.71%+7,08813F-HRTimeline
CHEMUNG CANAL TRUST CO33,474$3.63M0.76%-40,30613F-HRTimeline
Federation des caisses Desjardins du Qu…33,229$3.61M0.02%-1,48313F-HRTimeline
Atria Wealth Solutions, Inc.33,003$3.58M0.08%-14,83813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC32,599$3.54M0.61%-85913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC32,534$3.53M0.28%-1,59013F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.32,450$3.52M0.42%-92013F-HRTimeline
Geneos Wealth Management Inc.32,291$3.5M0.09%+31,28413F-HRTimeline
Attessa Capital LLC32,285$3.5M2.24%-14,61413F-HRTimeline
West Financial Advisors, LLC32,209$3.5M0.61%-72913F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC31,724$3.44M1.27%+1,97313F-HRTimeline
FSA WEALTH PARTNERS, INC.31,616$3.43M1.66%-1,12513F-HRTimeline
Kingstone Capital Partners Texas, LLC31,169$3.38M2.21%+7,47113F-HR/ATimeline
Modern Wealth Management, LLC31,146$3.38M0.08%+4313F-HR/ATimeline
Nelson Capital Management, LLC31,004$3.36M0.44%+24013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …30,823$3.35M0.58%+3,91913F-HRTimeline
Canton Hathaway, LLC30,788$3.34M0.68%-30013F-HRTimeline
Prime Capital Investment Advisors, LLC30,559$3.32M0.04%-7,80113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,444$3.3M0.01%-8,81413F-HRTimeline
Fourth Dimension Wealth, LLC30,349$3.29M1.39%+2,01113F-HRTimeline
Integrated Advisors Network LLC30,014$3.26M0.15%+7,60213F-HRTimeline
Regal Investment Advisors LLC29,965$3.25M0.24%+10,02113F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …29,947$3.25M2%+6,85213F-HRTimeline
Marion Wealth Management29,768$3.23M0.81%+26813F-HRTimeline
SummitTX Capital, L.P.29,110$3.16M0.14%-245,07113F-HRTimeline
Zullo Investment Group, Inc.28,819$3.13M1.27%+41413F-HRTimeline
GTS SECURITIES LLC28,446$3.09M0.14%+24,57713F-HRTimeline
SYON CAPITAL LLC28,394$3.08M0.2%-1,66513F-HRTimeline
Private Wealth Advisors, LLC28,369$3.08M1.21%-64413F-HRTimeline
PLANWISER FINANCIAL, LLC28,538$3.05M2.61%+6,51813F-HRTimeline
IFP Advisors, Inc27,651$3M0.09%-26,75913F-HRTimeline
Chesapeake Wealth Management27,584$2.99M1%+1,77113F-HRTimeline
Sigma Planning Corp27,279$2.96M0.09%+21113F-HRTimeline
Arkadios Wealth Advisors26,872$2.92M0.09%+2,53513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors26,758$2.9M1.44%+25613F-HRTimelineGroup
Summit Financial, LLC26,739$2.9M0.07%+2,16113F-HRTimeline
Encompass More Asset Management26,417$2.87M0.67%+18,37913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,332$2.86M-1,951Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,309$2.86M0.11%-6313F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC26,275$2.85M<0.01%-107,33213F-HRTimelineGroup
Apexium Financial, LP26,148$2.84M0.15%+1,20513F-HRTimeline
IFG Advisory, LLC25,920$2.81M0.14%-96913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD25,800$2.8M0.01%new13F-HRTimelineGroup
Donald L. Hagan, LLC25,734$2.79M1.39%+12,39813F-HRTimeline
TWO SIGMA SECURITIES, LLC25,721$2.79M0.34%new13F-HRTimeline
ABOUND FINANCIAL, LLC25,539$2.77M1.22%-1,52513F-HRTimeline
Smart Portfolios, LLC25,198$2.73M2.76%-1,11713F-HRTimeline
3EDGE Asset Management, LP25,265$2.72M0.17%-13,15713F-HRTimeline
Salomon & Ludwin, LLC25,237$2.72M0.27%+3,65713F-HRTimeline
Intrua Financial, LLC25,083$2.72M0.39%+1,06213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,933$2.71M0.02%+3,65113F-HRTimeline
AAFMAA Wealth Management & Trust LLC24,898$2.7M1.12%+4,86313F-HRTimeline
WESPAC Advisors SoCal, LLC24,812$2.69M0.6%-14,47613F-HRTimeline
St. Johns Investment Management Company…24,581$2.67M1.22%+1,52813F-HRTimeline
Joel Isaacson & Co., LLC24,452$2.65M0.11%-17313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC24,443$2.65M0.02%+14,92113F-HRTimelineGroup
Fairvoy Private Wealth, LLC24,270$2.63M0.65%-2413F-HRTimeline
Fiduciary Group, LLC24,099$2.62M0.25%+73213F-HRTimeline
IAM Advisory, LLC24,016$2.61M0.63%-10513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.23,951$2.6M0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC23,949$2.6M0.22%+68313F-HRTimeline
PATTEN & PATTEN INC/TN23,710$2.57M0.17%-19813F-HRTimeline
Talon Private Wealth, LLC23,648$2.57M0.35%+6,19213F-HRTimeline
MORTON COMMUNITY BANK23,490$2.55M0.63%+52013F-HRTimeline
Magnus Financial Group LLC23,260$2.52M0.22%+6,80513F-HRTimeline
Bramshill Investments, LLC23,000$2.5M0.26%-2,00013F-HRTimeline
Beacon Pointe Advisors, LLC22,947$2.49M0.03%+4,70713F-HRTimeline
Global View Capital Management LLC22,933$2.49M0.8%new13F-HRTimeline
Fortis Group Advisors, LLC23,084$2.48M0.45%-15,87013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC22,832$2.48M0.74%+51413F-HRTimeline
Trust Co22,773$2.47M0.28%-8,64713F-HRTimeline
HOLDERNESS INVESTMENTS CO22,759$2.47M0.53%+6513F-HRTimeline
Evercore Wealth Management, LLC22,741$2.47M0.04%-10713F-HRTimeline
Keel Point, LLC22,565$2.45M0.16%+16,22113F-HRTimeline
One Charles Private Wealth Services, LLC22,522$2.44M0.69%-91613F-HRTimeline
HERBST GROUP, LLC22,467$2.44M1.46%+13313F-HRTimeline
Perennial Investment Advisors, LLC22,430$2.43M0.24%+5,07113F-HRTimeline
Ethos Financial Group, LLC22,349$2.43M0.21%new13F-HRTimeline
Laurel Wealth Advisors LLC22,136$2.4M0.36%+4,62713F-HR/ATimeline
B. Riley Wealth Advisors, Inc.22,106$2.4M0.12%-6,16813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,659$2.35M0.06%-7,38713F-HRTimelineGroup
Stockman Wealth Management, Inc.21,512$2.33M0.32%+31713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV21,443$2.33M0.7%+11813F-HRTimeline
Northstar Advisory Group, LLC21,334$2.32M1.13%+12,45113F-HRTimeline
Clarus Wealth Advisors21,631$2.31M1.07%-4,98713F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…21,098$2.29M1.35%13F-HRTimelineGroup
Brueske Advisory Services, LLC20,862$2.26M1.54%+5,90113F-HRTimeline
Colony Family Offices, LLC20,727$2.25M0.58%013F-HRTimeline
Orion Porfolio Solutions, LLC20,669$2.24M0.02%+3,25413F-HR/ATimeline
Bullock Wealth Management Group20,671$2.23M1.18%+16313F-HRTimeline
AdvisorShares Investments LLC20,468$2.22M0.4%-1,34813F-HRTimeline
Bank of Marin20,230$2.2M1.66%new13F-HRTimeline
Point Windward Advisors Inc.20,056$2.18M0.98%-1,43213F-HRTimeline
D.B. Root & Company, LLC19,914$2.16M0.64%-1,99713F-HRTimeline