Skip to content

XLC SELECT SECTOR SPDR TR

Follow

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
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,854$661K<0.01%-2,99713F-HRTimelineGroup
Retirement Planning Group, LLC6,844$660K0.03%+14913F-HRTimeline
Lunt Capital Management, Inc.6,838$660K0.24%-21613F-HRTimeline
Dynamic Wealth Strategies, LLC6,831$659K0.55%+2613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,750$651K<0.01%+1,67813F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…6,741$650K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,714$648K0.06%+3,57713F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,706$647K0.03%+3,97613F-HRTimeline
WT Wealth Management6,686$645K0.21%-32913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC6,650$641K0.13%+28513F-HRTimeline
Madison Wealth Partners, Inc6,644$641K0.16%+1913F-HRTimeline
jvl associates llc6,625$639K0.26%013F-HRTimeline
KWB Wealth6,571$636K0.08%-1,60713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,588$635K0.02%+1,29713F-HRTimeline
Busey Bank6,582$635K0.02%013F-HRTimeline
Mystic Asset Management, Inc.6,550$632K0.17%+1,07013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,547$631K0.01%-44113F-HRTimelineGroup
MKT Advisors LLC7,166$626K0.29%013F-HRTimeline
Financial Engines Advisors L.L.C.6,469$624K<0.01%-3313F-HRTimeline
Compound Planning, Inc.6,367$614K0.03%new13F-HRTimeline
FIRST UNITED BANK & TRUST6,350$612K0.23%-36013F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,350$612K0.17%-40013F-HRTimeline
Keel Point, LLC6,344$612K0.05%+1,99013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.6,320$610K0.07%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,270$605K<0.01%-48113F-HRTimelineGroup
Kaizen Financial Strategies6,266$604K0.35%-9813F-HRTimeline
Smith Anglin Financial, LLC6,237$602K0.06%+2,66513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,220$600K0.03%+14413F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC6,085$587K0.03%-1,38313F-HRTimelineGroup
Visionary Wealth Advisors6,036$582K0.03%+1,57813F-HRTimeline
Greystone Financial Group, LLC6,030$582K0.11%-11213F-HRTimeline
MANCHESTER FINANCIAL INC6,022$581K0.13%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,991$578K<0.01%-1,58913F-HRTimelineGroup
Fulton Bank, N.A.5,958$575K0.02%-1,03513F-HRTimeline
Barnes Wealth Management Group, Inc5,861$565K0.36%+1,88113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,831$562K0.03%+1,09013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC5,821$561K0.02%new13F-HRTimelineGroup
Caldwell Trust Co5,773$557K0.06%013F-HRTimeline
Second Half Financial Partners, LLC5,747$554K0.27%-39013F-HRTimeline
Elevated Capital Advisors, LLC5,739$554K0.16%+21313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,691$549K<0.01%+28013F-HRTimelineGroup
Hardy Reed LLC5,659$546K0.05%013F-HRTimeline
Concorde Asset Management, LLC5,783$542K0.29%+1,49313F-HRTimeline
Kessler Investment Group, LLC5,604$541K0.26%-5,29713F-HRTimeline
Hexagon Capital Partners LLC5,594$540K0.1%-213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC5,583$538K0.14%-1613F-HRTimeline
PEAK FINANCIAL ADVISORS LLC5,565$537K0.27%+7713F-HRTimeline
Beacon Financial Advisory LLC5,555$536K0.16%+22713F-HRTimeline
Manchester Capital Management LLC5,485$529K0.06%013F-HRTimeline
Ironwood Investment Counsel, LLC5,431$524K0.09%+813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,369$518K<0.01%+19913F-HRTimelineGroup
Grassi Investment Management5,356$517K0.05%+10013F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,357$516K0.24%-18313F-HRTimeline
Claro Advisors Inc.5,349$516K0.07%new13F-HRTimeline
Coppell Advisory Solutions LLC5,395$515K0.07%-2,93213F-HRTimeline
Larson Financial Group LLC5,321$513K0.02%+35413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC5,290$510K0.22%new13F-HRTimeline
Transce3nd, LLC5,359$508K0.23%-2,26513F-HRTimeline
OBSIDIAN CIO, LLC5,251$506K0.08%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,248$506K0.04%-18513F-HRTimelineGroup
MGO ONE SEVEN LLC5,244$506K0.02%-1,25513F-HRTimeline
First Citizens Financial Corp5,227$504K0.29%+1,82013F-HRTimeline
Client First Investment Management LLC5,216$503K0.34%new13F-HRTimeline
Choate Investment Advisors5,177$499K0.01%013F-HRTimeline
Xcel Wealth Management, LLC5,163$498K0.16%013F-HRTimeline
THOMPSON DAVIS & CO., INC.5,152$497K0.39%+63913F-HRTimeline
Blue Chip Partners, LLC5,125$494K0.04%-26313F-HRTimeline
Constitution Capital LLC5,122$494K0.27%+44513F-HRTimeline
Americana Partners, LLC5,109$493K0.02%-14413F-HRTimeline
Penobscot Investment Management Company…5,101$492K0.05%-11013F-HRTimeline
EASTERN BANK5,089$491K0.01%-44,29613F-HRTimeline
Ausdal Financial Partners, Inc.5,088$491K0.04%-14513F-HRTimeline
ELEVATUS WELATH MANAGEMENT5,070$489K0.28%+113F-HRTimeline
Invst, LLC5,024$485K0.07%new13F-HRTimeline
Verition Fund Management LLC5,003$483K<0.01%new13F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…5,000$482K0.12%013F-HRTimelineGroup
Sather Financial Group Inc5,000$482K0.03%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,982$481K0.22%-47613F-HRTimeline
Waldron Private Wealth LLC4,955$478K0.02%+2,26013F-HRTimeline
Fragasso Financial Advisors Inc4,919$474K0.04%-12113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,915$474K0.29%013F-HRTimeline
Gryphon Financial Partners LLC4,913$474K0.07%-25313F-HRTimeline
Richard W. Paul & Associates, LLC4,912$474K0.19%-4,75713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT4,880$471K0.2%new13F-HRTimeline
FINANCIAL COUNSELORS INC4,857$468K0.01%-4513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,854$468K0.05%new13F-HRTimelineGroup
Sherman Asset Management, Inc.4,844$467K0.45%-1,15213F-HRTimeline
Destiny Wealth Partners, LLC4,815$464K0.07%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,802$463K<0.01%+1,31013F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC4,787$462K0.06%013F-HRTimeline
Clarius Group, LLC4,772$460K0.03%+10013F-HRTimeline
CHOREO, LLC4,758$459K0.01%+26713F-HRTimeline
NIXON PEABODY TRUST CO4,750$458K0.04%+2,50013F-HRTimeline
Sequent Planning LLC4,722$455K0.16%+1,38413F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC4,718$455K2.29%-18,70813F-HRTimeline
Blue Fin Capital, Inc.4,689$452K0.09%+16613F-HRTimeline
STOCK YARDS BANK & TRUST CO4,686$452K0.02%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,666$450K0.05%-2,80213F-HRTimelineGroup
Crews Bank & Trust4,640$448K0.08%013F-HRTimeline
AMJ Financial Wealth Management4,638$447K0.13%+19713F-HRTimeline
Sound View Wealth Advisors Group, LLC4,634$447K0.04%-8313F-HRTimeline
TRUST POINT INC.4,608$444K0.04%+8413F-HRTimeline
Garden State Investment Advisory Servic…4,589$443K0.14%new13F-HRTimeline
MONTAG A & ASSOCIATES INC4,589$443K0.02%+21313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,511$435K0.01%-45913F-HRTimelineGroup
Secure Asset Management, LLC4,510$435K0.09%+32613F-HRTimeline
Financial Advisors Network, Inc.4,477$432K0.07%013F-HRTimeline
Enterprise Bank & Trust Co4,440$428K0.17%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.4,392$424K0.39%-8213F-HRTimeline
EVOKE WEALTH, LLC4,346$419K0.01%013F-HRTimeline
One Day In July LLC4,341$419K0.04%+1,08213F-HRTimeline
Global Trust Asset Management, LLC4,315$416K0.25%-10013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,242$409K0.01%+35513F-HRTimeline
Tyler-Stone Wealth Management4,208$406K0.07%-1313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,208$406K0.01%-6213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,200$405K0.02%-19113F-HRTimeline
SWMG, LLC4,256$402K0.16%-57313F-HRTimeline
MRWM Advisors, LLC4,156$401K0.28%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,110$396K0.01%+30013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,096$395K0.01%+83613F-HRTimeline
Garrett Wealth Advisory Group, LLC4,093$395K0.09%+6413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,075$393K0.04%-29013F-HR/ATimeline
Safe Harbor Fiduciary, LLC4,051$391K0.4%+1013F-HRTimeline
Centennial Wealth Advisory LLC4,035$389K0.14%+16613F-HRTimeline
Charter Oak Capital Management, LLC4,017$387K0.04%-1,77513F-HRTimeline
WESBANCO BANK INC4,011$387K0.01%-3313F-HRTimeline
HOURGLASS CAPITAL, LLC4,000$386K0.1%013F-HRTimeline
Amplius Wealth Advisors, LLC3,976$383K0.04%013F-HRTimeline
Welch Group, LLC3,979$381K0.02%-3,00113F-HRTimeline
Talisman Wealth Advisors LLC3,916$378K0.39%-24413F-HRTimeline
Astra Wealth Partners LLC3,911$377K0.36%+71513F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC3,905$377K0.1%-21013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BRIGHTON JONES LLC3,890$375K0.01%+1,31013F-HRTimeline
GTS SECURITIES LLC3,869$373K0.02%-63,91913F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,852$372K0.06%+67513F-HRTimeline
EHRLICH FINANCIAL GROUP3,835$370K0.27%new13F-HRTimeline
Seven Springs Wealth Group, LLC3,813$368K0.13%013F-HRTimeline
Councilmark Asset Management, LLC3,800$367K0.25%013F-HRTimeline
Strategic Investment Advisors / MI3,776$364K0.04%-95613F-HRTimeline
Prostatis Group LLC3,773$364K0.11%-2913F-HRTimeline
Rothschild Capital Partners, LLC3,770$364K0.1%013F-HRTimeline
True Vision MN LLC3,755$362K0.22%-4,02813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,749$362K0.04%+87713F-HRTimeline
SOL Capital Management CO3,735$360K0.04%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,709$358K0.01%+23913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,697$357K0.02%013F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC3,688$356K0.14%+29313F-HRTimeline
MWA Asset Management3,665$353K0.25%013F-HRTimeline
Legacy Wealth Management, LLC3,659$353K0.02%-20213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,608$348K0.01%-1713F-HRTimeline
J.W. COLE ADVISORS, INC.3,598$347K0.01%-11,30313F-HRTimeline
BOKF, NAin group BOKF, NA3,582$345K0.01%013F-HRTimelineGroup
Arlington Financial Advisors, LLC3,551$342K0.06%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,546$342K0.02%-13,69013F-HRTimeline
United Bank3,510$339K0.14%-28713F-HRTimeline
Van Cleef Asset Management,Inc3,505$338K0.04%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC3,500$338K0.1%013F-HRTimeline
Sage Capital Advisors,llc3,498$337K0.09%013F-HRTimeline
ROCKLAND TRUST CO3,487$336K0.02%-1,19713F-HRTimeline
AlphaStar Capital Management, LLC3,475$335K0.03%-191,19613F-HRTimeline
Atlas Legacy Advisors, LLC3,459$334K0.08%-4,83513F-HRTimeline
KDK Private Wealth Management, LLC3,418$330K0.38%013F-HRTimeline
VIAWEALTH, LLC3,409$329K0.2%013F-HRTimeline
McAdam, LLC3,406$329K0.02%+35513F-HRTimeline
Founders Financial Alliance, LLC3,382$326K0.08%+29713F-HRTimeline
Stonebrook Private Inc.3,372$325K0.08%+1,07313F-HRTimeline
Aspen Investment Management Inc3,350$323K0.15%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,334$322K<0.01%-42,95613F-HRTimelineGroup
Goodman Advisory Group, LLC3,326$321K0.1%new13F-HR/ATimeline
RMR Wealth Builders3,309$319K0.03%+77113F-HRTimeline
Empower Advisory Group, LLC3,297$318K<0.01%+32313F-HRTimeline
Disciplined Investors, L.L.C.3,295$318K0.29%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,285$317K0.02%+8813F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC3,261$315K0.14%new13F-HRTimeline
Whalen Wealth Management Inc.3,261$315K0.21%-2,80413F-HRTimeline
Provident Co of the Employees of the He…3,254$314K0.36%-2,71113F-HRTimeline
SkyOak Wealth, LLC3,248$313K0.07%-2413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC3,245$313K0.06%013F-HRTimelineGroup
Ring Mountain Capital, LLC3,220$311K0.23%-2113F-HRTimeline
United Advisor Group, LLC3,215$310K0.06%-28313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,155$304K<0.01%+2,42813F-HRTimelineGroup
Midwest Financial Group LLC3,135$302K0.18%-7213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,123$301K0.12%new13F-HRTimeline
Nadler Financial Group, Inc.3,115$300K0.03%+48513F-HRTimeline
Spartan Planning & Wealth Management3,109$300K0.29%-59713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,108$300K0.06%13F-HRTimeline
BRADY FAMILY WEALTH, LLC3,104$299K0.1%013F-HRTimeline
Severin Investments, LLC3,096$299K0.3%-7113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,083$297K<0.01%new13F-HRTimelineGroup
Abbot Financial Management, Inc.3,075$297K0.15%013F-HRTimeline
LPWM LLC3,074$296K0.1%+813F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,256$294K0.03%013F-HRTimeline
Capital Management Associates, Inc3,044$294K0.07%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,033$293K<0.01%-30,84513F-HRTimeline
Meridian Wealth Management, LLC3,014$291K0.01%new13F-HRTimeline
Rollins Financial Advisors, LLC2,988$288K0.05%+26313F-HR/ATimeline
InTrack Investment Management Inc2,957$285K0.26%+10213F-HRTimeline
Purkiss Capital Advisors LLC2,952$285K0.21%new13F-HRTimeline
Accel Wealth Management2,925$282K0.1%-9813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,910$281K0.03%-1,27913F-HR/ATimeline