Skip to content
Disclosery

XLC SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,172 managers (1,192 13F filers) reported a position in XLC shares at 2026-03-31, 190,683,656 shares in all. 100 filers opened a position and 122 filers sold out during the quarter.

Managers
1,172
13F filers
1,192
New
100
Added
415
Reduced
452
Sold out
122
Shares held by filers
190,683,656

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Mendel Capital Management LLC17,547$1.95M0.98%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,435$1.93M0.07%+13,27013F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP17,279$1.92M0.46%+1,17913F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC17,220$1.91M0.84%-6,08313F-HRTimeline
MontVue Capital Management, Inc.17,192$1.91M1.3%+54513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC16,921$1.88M0.04%-1,20213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.16,898$1.87M0.16%-54613F-HRTimeline
EPG Wealth Management LLC16,632$1.84M0.5%+32013F-HRTimeline
Bank of Marin16,607$1.84M1.34%-2,02613F-HRTimeline
Wall Capital Group, Inc.16,556$1.84M1.96%-5,16613F-HRTimeline
AdvisorShares Investments LLC16,430$1.82M0.33%-8,04613F-HRTimeline
TUDOR INVESTMENT CORP ET AL16,398$1.82M0.01%-383,37613F-HRTimeline
HBW ADVISORY SERVICES LLC16,194$1.8M0.19%-3,15913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC16,120$1.79M0.03%new13F-HRTimeline
Fulcrum Equity Management16,005$1.77M1.73%-3,30813F-HRTimeline
B. Riley Wealth Advisors, Inc.16,346$1.76M0.11%-34,75313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,917$1.76M0.03%+1,70913F-HRTimelineGroup
Vise Technologies, Inc.14,915$1.76M0.03%013F-HRTimeline
Arta Finance Wealth Management LLC15,767$1.75M0.86%+3,20213F-HRTimeline
Cresset Asset Management, LLC15,704$1.74M0.01%+48413F-HRTimeline
Haverford Trust Co15,615$1.73M0.02%013F-HRTimeline
CWC Advisors, LLC.15,561$1.73M0.82%-9513F-HRTimeline
MANCHESTER FINANCIAL INC15,496$1.72M0.33%+39813F-HRTimeline
PETERSON WEALTH MANAGEMENT15,488$1.72M1%+29213F-HRTimeline
WHITTIER TRUST CO15,275$1.71M0.02%-1,83813F-HRTimeline
Composition Wealth, LLC15,332$1.7M0.02%-50113F-HRTimeline
Gateway Wealth Partners, LLC15,328$1.7M0.07%+7,64813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC15,102$1.67M0.09%-56213F-HRTimeline
IFP Advisors, Inc15,020$1.67M0.03%-65,21913F-HRTimeline
DV Trading LLC14,886$1.65M0.15%+7,98613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,795$1.64M<0.01%-1,11513F-HRTimelineGroup
PLIMOTH TRUST CO LLC14,589$1.62M0.36%+5213F-HRTimeline
CIBC WORLD MARKET INC.14,556$1.61M<0.01%-1,043,40513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13,858$1.61M0.02%-40313F-HRTimeline
Constitution Capital LLC14,489$1.61M0.8%-85713F-HRTimeline
Magnus Financial Group LLC14,436$1.6M0.13%-4,18913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …14,430$1.6M0.09%new13F-HRTimeline
Roberts Wealth Advisors, LLC14,416$1.6M0.41%+43413F-HRTimeline
Perennial Investment Advisors, LLC14,330$1.59M0.13%-3,35513F-HRTimeline
Global Financial Private Client, LLC14,233$1.58M0.52%+91013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,221$1.58M<0.01%+51513F-HRTimelineGroup
NorthCoast Asset Management LLC14,132$1.57M0.04%-40,93613F-HRTimeline
Mirador Capital Partners LP14,115$1.56M0.22%-26813F-HRTimeline
Williams Jones Wealth Management, LLC.14,075$1.56M0.02%013F-HRTimeline
DEARBORN PARTNERS LLC13,939$1.55M0.08%013F-HRTimeline
WEXFORD CAPITAL LP13,907$1.54M0.25%new13F-HRTimeline
EVOKE WEALTH, LLC13,684$1.52M0.03%013F-HRTimeline
RiverGlades Family Offices LLC13,644$1.51M0.89%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,573$1.5M0.08%+38513F-HRTimeline
INGALLS & SNYDER LLC13,518$1.5M0.05%-23113F-HRTimeline
HARBOUR INVESTMENTS, INC.13,483$1.49M0.02%+2,99313F-HRTimeline
Ironwood Investment Counsel, LLC13,380$1.48M0.21%+2,52413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,378$1.48M0.17%-15,20913F-HRTimeline
Advisor Resource Council13,317$1.48M0.58%-44413F-HRTimeline
Capitol Family Office, Inc.12,507$1.47M1.74%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,164$1.46M0.04%-31113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.group of 2 filers holding13,123$1.45M+2,356Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,984$1.44M0.13%-24,17413F-HRTimelineGroup
NWAM LLC12,860$1.43M0.08%-7913F-HRTimeline
Retirement Planning Group, LLC12,786$1.42M0.04%+28113F-HRTimeline
PROFFITT & GOODSON INC12,741$1.41M0.22%+1,71613F-HRTimeline
Koshinski Asset Management, Inc.12,656$1.4M0.09%-72813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,582$1.39M0.51%-15813F-HR/ATimelineGroup
ASHTON THOMAS SECURITIES, LLC12,566$1.39M0.17%-91713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding12,563$1.39M-723,579Timeline
Private Wealth Advisors, LLC12,524$1.39M0.39%-13,09813F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp12,490$1.38M0.08%-8,47313F-HRTimelineGroup
NewEdge Wealth, LLC12,460$1.38M0.02%+4,37313F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV12,444$1.38M1.18%+11813F-HRTimeline
LVZ, Inc.12,298$1.36M0.16%+91513F-HRTimeline
Institute for Wealth Management, LLC.12,274$1.36M0.15%+1,26013F-HRTimeline
Mosley Wealth Management11,445$1.35M0.61%+113F-HRTimeline
D.A. DAVIDSON & CO.12,138$1.35M0.01%+22113F-HRTimeline
Ausdal Financial Partners, Inc.12,071$1.34M0.06%-63813F-HRTimeline
Bramshill Investments, LLC12,000$1.33M0.11%-13,00013F-HRTimeline
Sanchez Gaunt Capital Management, LLC11,996$1.33M0.83%13F-HRTimeline
Cladis Investment Advisory, LLC11,989$1.33M0.73%+21413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp11,949$1.32M0.04%-64213F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,836$1.31M0.1%+3,25913F-HRTimelineGroup
A. D. Beadell Investment Counsel, Inc.11,780$1.3M0.83%-24513F-HRTimeline
SMI Advisory Services, LLC11,666$1.3M0.21%-17,27113F-HRTimeline
SCS Capital Management LLC11,632$1.29M0.01%-71813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC11,596$1.29M0.2%+45013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,549$1.28M0.01%+26713F-HRTimelineGroup
SVB WEALTH LLC11,461$1.27M0.08%-59513F-HRTimeline
Phillips Wealth Planners LLC10,972$1.27M0.95%+10813F-HRTimeline
Vilga Financial Planning LLC11,342$1.26M1.12%+26113F-HRTimeline
Avidian Wealth Enterprises, LLC11,248$1.25M0.04%-6413F-HRTimeline
BAILARD, INC.11,229$1.24M0.03%013F-HRTimeline
Moors & Cabot, Inc.11,215$1.24M0.05%+85613F-HRTimeline
Soltis Investment Advisors LLC11,079$1.23M0.08%-1,98813F-HRTimeline
Avior Wealth Management, LLC11,055$1.23M0.03%-49313F-HRTimeline
Connecticut Wealth Management, LLC11,031$1.22M0.05%+37813F-HRTimeline
Black Maple Capital Management LP10,970$1.22M0.93%013F-HRTimeline
Prospera Financial Services Inc10,946$1.21M0.02%-30,06413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,916$1.21M0.01%-3,26513F-HRTimeline
Farmers National Bank10,894$1.21M0.27%-4213F-HRTimeline
HOWE & RUSLING INC10,783$1.2M0.08%+6,81413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD10,676$1.18M0.8%+1,51513F-HRTimeline
Advyzon Investment Management, LLC10,577$1.17M0.11%-3,14213F-HRTimeline
Elevation Capital Advisory, LLC10,554$1.17M0.5%new13F-HRTimeline
Modern Wealth Management, LLC10,310$1.15M0.02%-11,57213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC10,300$1.14M0.27%-6,47313F-HRTimeline
APPLETON PARTNERS INC/MA10,290$1.14M0.08%-1,38713F-HRTimeline
MN Wealth Advisors, LLC10,291$1.14M0.56%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.10,183$1.13M0.18%013F-HRTimeline
ARWA LLC9,798$1.12M0.55%-1,24213F-HRTimeline
Dorsey & Whitney Trust CO LLC10,097$1.12M0.06%-90913F-HRTimeline
First Citizens Financial Corp10,089$1.12M0.53%+63613F-HRTimeline
McLaughlin Asset Management, Inc.10,082$1.12M1.07%-813F-HRTimeline
Almanack Investment Partners, LLC.10,055$1.11M0.19%-2,63713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,951$1.1M0.08%-7,87713F-HRTimelineGroup
Jacobi Capital Management LLC9,901$1.1M0.06%+40713F-HRTimeline
Keel Point, LLC9,885$1.1M0.07%-2,08613F-HRTimeline
CALTON & ASSOCIATES, INC.9,737$1.08M0.16%-1,27913F-HRTimeline
Ridgepath Capital Management LLC9,700$1.08M0.53%-1913F-HRTimeline
JSF Financial, LLC9,610$1.07M0.21%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC9,529$1.06M0.19%-93713F-HRTimeline
Glenview Trust Co9,456$1.05M0.02%-1,60713F-HRTimeline
Atlas Legacy Advisors, LLC9,373$1.04M0.19%+1,19413F-HRTimeline
Beaumont Financial Advisors, LLC9,348$1.04M0.07%+9113F-HRTimeline
Legacy Private Trust Co.9,344$1.04M0.06%+2,11013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,294$1.03M<0.01%+1,16613F-HRTimelineGroup
Financial Engines Advisors L.L.C.9,215$1.02M<0.01%+30913F-HRTimeline
PRIVATE TRUST CO NA9,193$1.02M0.09%-1,66513F-HRTimeline
Focus Financial Network, Inc.9,061$1M0.04%-29213F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,021$1M0.31%-22113F-HRTimeline
Qube Research & Technologies Ltd9,004$998K<0.01%-359,81813F-HRTimeline
Abbot Financial Management, Inc.8,946$992K0.42%013F-HRTimeline
MMA ASSET MANAGEMENT LLC8,933$990K0.35%-19813F-HRTimeline
IEQ CAPITAL, LLC8,918$989K<0.01%-27513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,887$985K0.01%-3,64013F-HRTimeline
Wedmont Private Capital8,655$985K0.03%-57013F-HRTimeline
WEALTHGARDEN F.S. LLC8,851$981K0.67%+36113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,830$979K<0.01%+86613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV8,731$968K0.06%+14813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC8,707$965K0.19%013F-HRTimeline
OAK FAMILY ADVISORS, LLC8,692$964K0.3%-33,48913F-HRTimeline
Loudon Investment Management, LLC8,610$955K0.51%013F-HRTimeline
MGO ONE SEVEN LLC8,555$949K0.02%-1,14813F-HRTimeline
1607 Capital Partners, LLC8,500$942K0.07%new13F-HRTimeline
JM2 Capital Inc.8,484$940K0.78%+49013F-HRTimeline
Rothschild Wealth LLC8,434$935K0.08%-5813F-HRTimeline
Fulton Bank, N.A.8,420$933K0.03%-8413F-HRTimeline
SP Asset Management LLC8,407$932K0.08%+2613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,313$922K0.07%+83413F-HRTimeline
MKT Advisors LLC8,158$912K0.31%+3713F-HRTimeline
Summit Wealth Partners, LLC8,215$911K0.14%new13F-HRTimeline
Gotham Asset Management, LLC8,115$900K<0.01%-14013F-HRTimeline
Luminist Capital LLC8,088$897K1.19%+87713F-HRTimeline
Brookwood Investment Group LLC8,084$896K0.11%-3,99513F-HRTimeline
MONETARY MANAGEMENT GROUP INC8,025$890K0.21%013F-HRTimeline
BRIGHTON JONES LLC8,003$887K0.02%new13F-HR/ATimeline
Global Endowment Management, LPin group Global Endowment Management, …8,000$887K0.1%013F-HRTimelineGroup
Van Cleef Asset Management,Inc7,999$887K0.1%-1,10613F-HRTimeline
Pines Wealth Management, LLC7,978$884K0.29%-32013F-HRTimeline
Elevated Capital Advisors, LLC7,969$883K0.22%+22313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…7,956$882K0.54%013F-HRTimelineGroup
Kovack Advisors, Inc.7,930$881K0.05%+1,41713F-HRTimeline
PFG Investments, LLC7,775$862K0.04%+32413F-HRTimeline
Ally Invest Advisors Inc.7,752$859K0.06%-7913F-HRTimeline
WEDBUSH SECURITIES INC7,747$859K0.03%-2,89613F-HRTimeline
CENTRAL TRUST Co7,747$859K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,715$855K0.04%new13F-HRTimelineGroup
Circle Wealth Management, LLC7,706$854K0.01%+2,56813F-HRTimeline
Kessler Investment Group, LLC7,674$851K0.4%+1,49313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.7,646$848K0.53%-3613F-HRTimeline
Blue Fin Capital, Inc.7,609$844K0.14%+97213F-HRTimeline
Hopwood Financial Services, Inc.7,593$842K0.57%-4313F-HRTimeline
FIRST HORIZON CORP7,588$841K0.04%013F-HRTimeline
Spartan Wealth Advisory Services LLC7,583$841K0.07%13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.7,570$839K0.4%-20913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.7,554$837K0.17%-5,33413F-HRTimeline
Pure Financial Advisors, LLC7,516$833K0.01%-45913F-HRTimeline
Larson Financial Group LLC7,452$826K0.03%+1,38613F-HRTimeline
Asset One Wealth Management LLC7,011$821K0.09%-1413F-HRTimeline
STRATEGY ASSET MANAGERS LLC7,360$816K0.13%+35613F-HRTimeline
First Business Financial Services, Inc.7,317$811K0.07%013F-HRTimeline
Ifrah Financial Services, Inc.7,288$808K0.21%-17013F-HRTimeline
Busey Bank7,283$807K0.02%013F-HRTimeline
Argent Trust Co7,279$807K0.03%-84913F-HRTimeline
Golden State Wealth Management, LLC7,262$805K0.09%-1,00213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC7,246$803K0.04%+2,45713F-HRTimeline
SCOTIA CAPITAL INC.7,224$801K<0.01%-10,90613F-HRTimeline
Rockingstone Advisors LLC7,193$797K0.37%013F-HRTimeline
Kaizen Financial Strategies6,622$787K0.33%+35013F-HRTimeline
ROCKLAND TRUST CO7,087$786K0.03%-12513F-HRTimeline
Blue Chip Partners, LLC7,086$786K0.06%-1,64813F-HRTimeline
Agate Pass Investment Management, LLC7,082$785K0.31%-2,91013F-HRTimeline
Strategic Blueprint, LLC7,024$779K0.05%+3,16313F-HRTimeline
Madison Wealth Partners, Inc7,011$777K0.12%+17813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP7,000$776K0.06%013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.6,979$774K0.18%-5013F-HRTimeline
Wealthfront Advisers LLC6,960$772K<0.01%-1,99913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC6,929$768K0.17%-66813F-HRTimeline
Barnes Wealth Management Group, Inc6,906$766K0.39%+5013F-HRTimeline
Csenge Advisory Group6,869$761K0.03%+14413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,818$756K<0.01%-10,86213F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT6,801$754K0.14%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,730$746K0.03%-2513F-HRTimeline