Skip to content
Disclosery

XLC SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,190 managers (1,208 13F filers) reported a position in XLC shares at 2025-12-31, 196,655,610 shares in all. 92 filers opened a position and 80 filers sold out during the quarter.

Managers
1,190
13F filers
1,208
New
92
Added
456
Reduced
407
Sold out
80
Shares held by filers
196,655,610

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TWO SIGMA SECURITIES, LLC19,652$2.31M0.32%new13F-HRTimeline
World Investment Advisors19,634$2.31M0.04%+3,34613F-HR/ATimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…19,514$2.3M0.01%+59513F-HRTimelineGroup
Evercore Wealth Management, LLC19,510$2.3M0.03%-3,08613F-HRTimeline
HBW ADVISORY SERVICES LLC19,353$2.28M0.25%-2,43213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC19,327$2.28M0.31%new13F-HRTimeline
Boltwood Capital Management19,324$2.27M0.59%+59413F-HRTimeline
Fulcrum Equity Management19,313$2.27M2.18%-68213F-HRTimeline
Redwood Financial Network Corp19,238$2.26M1.44%-46513F-HRTimeline
Patten Group, Inc.19,197$2.26M0.42%-34213F-HRTimeline
D.B. Root & Company, LLC19,139$2.25M0.55%+813F-HRTimeline
PCG ASSET MANAGEMENT, LLC18,682$2.22M1.77%-34413F-HRTimeline
United Asset Strategies, Inc.18,775$2.21M0.17%+34813F-HRTimeline
STRAIGHTLINE GROUP LLC18,869$2.21M1.21%+1,99213F-HRTimeline
COUNTRY TRUST BANK18,690$2.2M0.04%+51813F-HRTimeline
Bank of Marin18,633$2.19M1.51%-88713F-HRTimeline
Magnus Financial Group LLC18,625$2.19M0.17%-1,39113F-HRTimeline
Dynamic Wealth Strategies, LLC18,576$2.19M1.3%+1,51613F-HRTimeline
SG Americas Securities, LLC18,432$2.17M<0.01%-99,97213F-HRTimeline
OKABENA INVESTMENT SERVICES INC18,385$2.16M0.41%+39213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,316$2.16M0.01%+20713F-HRTimelineGroup
SteelPeak Wealth, LLC18,243$2.15M0.07%-16,20213F-HRTimeline
Cornerstone National Bank & Trust Co18,236$2.15M0.86%+18513F-HRTimeline
Guardian Asset Advisors, LLC18,168$2.14M1.11%-2,32513F-HRTimeline
SCOTIA CAPITAL INC.18,130$2.13M0.01%+57413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC18,123$2.13M0.04%-1,81413F-HRTimeline
Retireful, LLC18,005$2.13M2.67%-11913F-HRTimeline
CHOREO, LLC17,779$2.1M0.03%+1,06213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC17,828$2.1M0.17%-1,48413F-HRTimelineGroup
Perennial Investment Advisors, LLC17,685$2.08M0.16%-6,41513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.17,680$2.08M0.01%+8,32113F-HRTimelineGroup
Schorn Wealth LLC17,649$2.08M0.63%+30813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.17,444$2.05M0.17%-25013F-HRTimeline
Beacon Pointe Advisors, LLC17,416$2.05M0.01%-29013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,343$2.04M0.24%+3713F-HRTimeline
Sowell Financial Services LLC17,300$2.04M0.07%-65613F-HRTimeline
Point Windward Advisors Inc.17,240$2.03M0.97%-59213F-HRTimeline
Sequent Planning LLC17,123$2.02M0.51%+3,88913F-HRTimeline
Edgestream Partners, L.P.17,097$2.01M0.06%+8,03113F-HRTimeline
WHITTIER TRUST CO17,113$2.01M0.02%+2,18013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC16,773$1.97M0.54%-81913F-HRTimeline
KKM Financial LLC16,671$1.96M0.35%+4,61113F-HRTimeline
ARS Investment Partners, LLC16,647$1.96M0.11%+1,22913F-HRTimeline
MontVue Capital Management, Inc.16,647$1.96M1.3%-11313F-HRTimeline
EPG Wealth Management LLC16,312$1.92M0.52%+20313F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP16,100$1.9M0.35%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC16,003$1.88M0.06%+4,44013F-HRTimeline
Capital Investment Counsel, LLC15,962$1.88M0.26%-9,46913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,910$1.87M<0.01%-3613F-HRTimelineGroup
Composition Wealth, LLC15,833$1.86M0.03%+2,69413F-HRTimeline
Pine Valley Investments Ltd Liability Co15,783$1.86M0.09%+1,20413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC15,664$1.84M0.09%-11513F-HRTimeline
CWC Advisors, LLC.15,656$1.84M0.89%-6513F-HRTimeline
Haverford Trust Co15,615$1.84M0.02%-2713F-HRTimeline
Vertex Investment Solutions Co., Ltd.15,400$1.82M1.8%13F-HRTimeline
Constitution Capital LLC15,346$1.81M0.85%+8,65213F-HRTimeline
Cresset Asset Management, LLC15,220$1.79M0.01%+19213F-HRTimeline
PETERSON WEALTH MANAGEMENT15,196$1.79M1.33%-13,22613F-HRTimeline
MANCHESTER FINANCIAL INC15,098$1.78M0.33%+67313F-HRTimeline
AMG National Trust Bank15,076$1.77M0.04%+19713F-HRTimeline
Vise Technologies, Inc.14,915$1.76M0.03%+10,42113F-HRTimeline
PLIMOTH TRUST CO LLC14,537$1.71M0.38%-31313F-HRTimeline
Mirador Capital Partners LP14,383$1.69M0.23%-30713F-HRTimeline
10Elms LLP14,341$1.69M1.55%+33013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC14,261$1.68M0.02%-2,38813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,208$1.67M0.03%+27713F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC14,181$1.67M0.01%+4,08413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP14,100$1.66M<0.01%-658,69213F-HRTimelineGroup
Williams Jones Wealth Management, LLC.14,075$1.66M0.02%013F-HRTimeline
Advisor Resource Council13,761$1.65M0.59%new13F-HRTimeline
Roberts Wealth Advisors, LLC13,982$1.65M0.43%-2,34013F-HRTimeline
DEARBORN PARTNERS LLC13,939$1.64M0.08%-40013F-HRTimeline
INGALLS & SNYDER LLC13,749$1.62M0.06%+70013F-HRTimeline
Advyzon Investment Management, LLC13,719$1.62M0.19%+3,03913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,706$1.61M<0.01%-28713F-HRTimelineGroup
EVOKE WEALTH, LLC13,684$1.61M0.03%+9,33813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC13,483$1.59M0.3%-15413F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,475$1.59M0.04%+78313F-HRTimeline
Koshinski Asset Management, Inc.13,384$1.58M0.1%+2,08613F-HRTimeline
ES4, LLC13,377$1.57M1.09%13F-HRTimeline
Global Financial Private Client, LLC13,323$1.57M0.55%-18613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,188$1.55M0.08%-44913F-HRTimeline
Soltis Investment Advisors LLC13,067$1.54M0.1%-1,47413F-HR/ATimeline
Farther Finance Advisors, LLC13,063$1.54M0.02%+1,00513F-HRTimeline
NWAM LLC12,939$1.52M0.09%-21,11013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.12,888$1.52M0.3%-1,52313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,740$1.5M0.5%+513F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,709$1.5M0.07%-2,96713F-HRTimeline
Almanack Investment Partners, LLC.12,692$1.49M0.25%-4,68313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,622$1.49M0.01%+2,71113F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp12,591$1.48M0.04%-31413F-HRTimelineGroup
Arta Finance Wealth Management LLC12,565$1.48M0.75%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,823$1.48M0.05%+513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO12,527$1.47M0.02%+4,29013F-HRTimeline
Capitol Family Office, Inc.12,507$1.47M1.74%+73813F-HRTimeline
Retirement Planning Group, LLC12,505$1.47M0.05%+83013F-HRTimeline
SCS Capital Management LLC12,350$1.45M0.02%-83613F-HRTimeline
Northstar Advisory Group, LLC12,330$1.45M0.52%-10,11313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV12,326$1.45M1.22%+1413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC12,286$1.45M0.01%-12,63413F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd12,212$1.44M0.03%+7,72013F-HRTimeline
Berkeley Capital Partners, LLC12,174$1.43M0.34%new13F-HRTimeline
Brookwood Investment Group LLC12,079$1.42M0.17%-1,47713F-HRTimeline
SVB WEALTH LLC12,056$1.42M0.08%+1,17113F-HRTimeline
A. D. Beadell Investment Counsel, Inc.12,025$1.42M0.92%013F-HRTimeline
Arete Wealth Advisors, LLC12,010$1.41M0.1%+53213F-HR/ATimeline
Keel Point, LLC11,971$1.41M0.08%+1713F-HRTimeline
D.A. DAVIDSON & CO.11,917$1.4M0.01%+3,90313F-HRTimeline
Cladis Investment Advisory, LLC11,775$1.39M0.76%-10013F-HRTimeline
APPLETON PARTNERS INC/MA11,677$1.38M0.09%-83513F-HRTimeline
Avior Wealth Management, LLC11,548$1.36M0.04%-1,15013F-HRTimeline
LVZ, Inc.11,383$1.34M0.15%+80213F-HR/ATimeline
SHUTTLEWORTH & Co11,361$1.34M1.22%+86913F-HRTimeline
Avidian Wealth Enterprises, LLC11,312$1.33M0.05%+113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,282$1.33M0.01%13F-HRTimelineGroup
Mosley Wealth Management11,444$1.32M0.61%13F-HRTimeline
BAILARD, INC.11,229$1.32M0.03%-20513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC11,146$1.31M0.21%-18513F-HRTimeline
Vilga Financial Planning LLC11,081$1.3M1.25%13F-HRTimeline
Glenview Trust Co11,063$1.3M0.02%+3,50913F-HRTimeline
ARWA LLC11,040$1.3M0.76%13F-HRTimeline
PROFFITT & GOODSON INC11,025$1.3M0.18%-1,07413F-HRTimeline
CALTON & ASSOCIATES, INC.11,016$1.3M0.19%+1,33713F-HRTimeline
Institute for Wealth Management, LLC.11,014$1.3M0.14%+1,34113F-HRTimeline
Dorsey & Whitney Trust CO LLC11,006$1.3M0.07%-1013F-HRTimeline
Black Maple Capital Management LP10,970$1.29M0.96%013F-HRTimeline
Farmers National Bank10,936$1.29M0.29%-16913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.10,911$1.28M0.27%new13F-HRTimeline
PRIVATE TRUST CO NA10,858$1.28M0.11%-3,56613F-HRTimeline
Ironwood Investment Counsel, LLC10,856$1.28M0.18%+1,52713F-HRTimeline
Massar Capital Management, LP10,844$1.28M0.25%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding10,767$1.27M+4,137Timeline
Connecticut Wealth Management, LLC10,653$1.25M0.05%+64113F-HRTimeline
WEDBUSH SECURITIES INC10,643$1.25M0.04%+66913F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding10,626$1.25M-29,477Timeline
Phillips Wealth Planners LLC10,864$1.25M1%-14313F-HRTimeline
HARBOUR INVESTMENTS, INC.10,490$1.23M0.03%+12713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,466$1.23M0.2%+93713F-HRTimeline
Garden State Investment Advisory Servic…10,429$1.23M0.29%+2,53513F-HRTimeline
Moors & Cabot, Inc.10,359$1.22M0.05%+55513F-HRTimeline
Howard Capital Management, LLC10,210$1.2M0.02%-71113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.10,183$1.2M0.19%013F-HRTimeline
McLaughlin Asset Management, Inc.10,090$1.19M1.06%13F-HRTimeline
Agate Pass Investment Management, LLC9,992$1.18M0.44%-35013F-HRTimeline
Ridgepath Capital Management LLC9,719$1.15M0.53%013F-HRTimeline
MGO ONE SEVEN LLC9,703$1.14M0.02%-1,79213F-HRTimeline
Range Financial Group LLC9,702$1.14M0.4%013F-HRTimeline
Belpointe Asset Management LLC9,552$1.12M0.04%+1,63513F-HRTimeline
Jacobi Capital Management LLC9,494$1.12M0.06%-28713F-HRTimeline
First Citizens Financial Corp9,453$1.11M0.55%+49713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,394$1.11M0.05%-8,49113F-HRTimeline
Wealth Enhancement Trust Services, Inc.9,376$1.1M0.14%13F-HRTimeline
Focus Financial Network, Inc.9,353$1.1M0.04%-9,23313F-HRTimeline
Beaumont Financial Advisors, LLC9,257$1.09M0.07%+3613F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,242$1.09M0.23%+2,37213F-HRTimeline
Bryn Mawr Trust Advisors, LLC9,210$1.08M0.05%013F-HRTimeline
IEQ CAPITAL, LLC9,193$1.08M<0.01%+60813F-HRTimeline
Wedmont Private Capital9,225$1.08M0.04%+1113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD9,161$1.08M0.8%-64313F-HRTimeline
MMA ASSET MANAGEMENT LLC9,131$1.07M0.38%-413F-HRTimeline
Van Cleef Asset Management,Inc9,105$1.07M0.11%013F-HRTimeline
Wealthfront Advisers LLC8,959$1.05M<0.01%+28613F-HRTimeline
Abbot Financial Management, Inc.8,946$1.05M0.44%+5,94113F-HRTimeline
Financial Engines Advisors L.L.C.8,906$1.05M<0.01%-7213F-HRTimeline
Blue Chip Partners, LLC8,734$1.03M0.07%+3,05213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC8,707$1.02M0.19%013F-HRTimeline
Loudon Investment Management, LLC8,610$1.01M0.53%-5,87913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,583$1.01M0.06%-35,78313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,577$1.01M0.16%new13F-HRTimelineGroup
Fulton Bank, N.A.8,504$1M0.03%+2,19313F-HRTimeline
WEALTHGARDEN F.S. LLC8,490$1000K0.66%+44913F-HRTimeline
Rothschild Wealth LLC8,492$1000K0.1%-49713F-HR/ATimeline
Hilton Capital Management, LLC8,460$996K0.08%+813F-HRTimeline
SP Asset Management LLC8,381$987K0.08%+2513F-HRTimeline
Pines Wealth Management, LLC8,298$977K0.32%-10513F-HRTimeline
Golden State Wealth Management, LLC8,264$973K0.1%-15613F-HRTimeline
Gotham Asset Management, LLC8,255$972K<0.01%new13F-HRTimeline
Atlas Legacy Advisors, LLC8,179$963K0.17%-11513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,128$957K0.01%-31013F-HRTimelineGroup
Argent Trust Co8,128$957K0.03%-62213F-HRTimeline
MKT Advisors LLC8,121$956K0.33%013F-HRTimeline
NewEdge Wealth, LLC8,087$952K0.01%-15713F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,025$945K0.22%+1,50013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,000$942K0.12%013F-HRTimelineGroup
Arcus Capital Partners, LLC8,000$942K0.34%new13F-HRTimeline
JM2 Capital Inc.7,994$941K0.76%13F-HRTimeline
Pure Financial Advisors, LLC7,975$939K0.01%+23713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,964$938K<0.01%+5913F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…7,956$937K0.57%013F-HRTimelineGroup
Ally Invest Advisors Inc.7,831$922K0.06%-38613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.7,779$916K0.43%013F-HRTimeline
CENTRAL TRUST Co7,747$912K0.02%-2513F-HRTimeline
Elevated Capital Advisors, LLC7,746$912K0.21%+46213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,682$904K0.29%-70413F-HRTimeline
Gateway Wealth Partners, LLC7,680$904K0.1%+26613F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,668$903K0.15%13F-HRTimeline
Hopwood Financial Services, Inc.7,636$899K0.63%+2113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC7,597$894K0.2%+813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,615$893K0.02%+1,02713F-HRTimeline
FIRST HORIZON CORP7,588$893K0.04%-10813F-HRTimeline