Skip to content
Disclosery

XLC SELECT SECTOR SPDR TR

Follow

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
VestGen Advisors, LLC3,022$328K0.01%new13F-HRTimeline
Empower Advisory Group, LLC3,007$326K<0.01%-29013F-HRTimeline
Strategic Wealth Partners, Ltd.3,000$326K0.03%13F-HRTimeline
Rollins Financial Advisors, LLC2,988$324K0.05%013F-HRTimeline
Fiduciary Alliance LLC2,964$322K0.02%new13F-HRTimeline
INTRUST BANK NA2,941$319K0.03%new13F-HRTimeline
Severin Investments, LLC2,937$319K0.3%-15913F-HRTimeline
Meridian Wealth Management, LLC2,920$317K0.01%-9413F-HRTimeline
CHILTON INVESTMENT CO INC.2,910$316K0.01%new13F-HRTimeline
May Hill Capital, LLC2,897$314K0.1%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA2,850$309K0.15%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,849$309K0.13%+2,54313F-HR/ATimelineGroup
Pinnacle Family Advisors, LLC2,849$309K0.15%-6,85013F-HRTimeline
First International Bank & Trust2,845$309K0.11%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,843$309K0.1%-43,80813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,836$308K0.04%+52513F-HRTimeline
SMART Wealth LLC2,834$308K0.1%-26,47613F-HRTimeline
CHICAGO TRUST Co NA2,826$307K0.04%new13F-HRTimeline
Watts Gwilliam & Co., LLC2,571$306K0.05%-28313F-HRTimeline
SYNOVUS FINANCIAL CORP2,797$304K<0.01%-1013F-HRTimeline
Jaffetilchin Investment Partners, LLC2,778$302K0.02%+613F-HRTimeline
Wealth Watch Advisors, INC2,761$300K0.17%-6713F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC2,746$298K2.43%-1,97213F-HRTimeline
Nautilus Advisors LLC2,725$296K0.22%-10013F-HRTimeline
Arlington Capital Management, Inc.2,724$296K0.26%-9613F-HRTimeline
Tyche Wealth Partners LLC2,724$296K0.06%-3513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,056$295K0.06%-5213F-HRTimeline
DUNCKER STREETT & CO INC2,715$295K0.05%+5713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK3,256$294K0.03%013F-HRTimeline
BRADY FAMILY WEALTH, LLC2,687$292K0.09%-41713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,700$292K0.02%+57013F-HRTimelineGroup
Kovack Advisors, Inc.2,675$290K0.03%-21613F-HRTimeline
L & S Advisors Inc2,672$290K0.03%new13F-HRTimeline
SC&H Financial Advisors, Inc.2,640$287K0.05%013F-HRTimeline
Strategic Investment Advisors / MI2,637$286K0.03%-1,13913F-HRTimeline
Van Cleef Asset Management,Inc2,635$286K0.03%-87013F-HRTimeline
Accel Wealth Management2,613$284K0.09%-31213F-HRTimeline
Obsidian Personal Planning Solutions LLC2,584$280K0.11%013F-HRTimeline
Icon Wealth Advisors, LLC2,575$279K0.02%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,516$273K0.1%+3613F-HRTimeline
Byrne Asset Management LLC2,503$272K0.18%+19313F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,501$271K0.18%-10413F-HRTimeline
Acorns Advisers, LLC2,492$270K<0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,489$267K0.13%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,450$266K<0.01%new13F-HRTimelineGroup
Harbor Asset Planning, Inc.2,425$263K0.25%13F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd2,400$260K0.02%new13F-HRTimelineGroup
Smartleaf Asset Management LLC2,412$260K0.02%-7,32913F-HRTimeline
Cornerstone Wealth Management, LLC2,391$260K0.02%-16813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,390$259K0.04%-19513F-HRTimeline
Interchange Capital Partners, LLC2,383$259K0.06%-12213F-HR/ATimeline
Intelligence Driven Advisers, LLC2,379$258K0.04%-613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,370$257K0.1%new13F-HRTimeline
Two West Capital Advisors LLC2,386$257K0.17%new13F-HRTimeline
BCS Wealth Management2,357$256K0.06%+113F-HRTimeline
First National Trust Co2,358$256K0.01%-513F-HRTimeline
Collaborative Wealth Managment Inc.2,356$256K0.11%+12613F-HRTimeline
Astoria Portfolio Advisors LLC.2,345$255K0.07%new13F-HRTimeline
Three Bridge Wealth Advisors, LLC2,346$255K0.07%-113F-HRTimeline
InTrack Investment Management Inc2,342$254K0.17%-61513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,342$254K<0.01%+32513F-HRTimeline
Alteri Wealth LLC2,335$253K0.1%-49013F-HRTimeline
Crestwood Advisors Group, LLC2,330$253K<0.01%new13F-HRTimeline
Whalen Wealth Management Inc.2,315$251K0.16%-94613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,287$248K0.05%-14713F-HRTimeline
Narus Financial Partners, LLC2,287$248K0.08%-10613F-HRTimeline
WOLVERINE TRADING, LLC2,293$247K0.01%new13F-HRTimeline
YHB Investment Advisors, Inc.2,271$246K0.02%-1513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,270$246K0.02%+15013F-HRTimeline
Ironwood Financial, llc2,552$246K0.05%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,263$246K0.1%new13F-HRTimeline
MGB Wealth Management, LLC2,260$245K0.08%+63113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,236$243K0.01%-5313F-HRTimelineGroup
Aries Wealth Management2,209$240K0.06%-8813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,206$239K0.11%-2213F-HRTimeline
James J. Burns & Company, LLC2,204$239K0.04%+10613F-HRTimeline
CRA Financial Services, LLC2,203$239K0.04%013F-HRTimeline
WORLD EQUITY GROUP, INC.2,199$239K0.07%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,170$236K0.04%013F-HRTimeline
Chicago Partners Investment Group LLC2,123$230K0.01%new13F-HRTimeline
Pinnacle Financial Partners Inc2,116$230K<0.01%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.2,067$229K0.13%13F-HRTimeline
One Capital Management, LLC2,105$229K0.01%-29113F-HRTimeline
Meridian Financial Advisors, LLC2,100$228K0.15%013F-HRTimeline
Main Street Financial Solutions, LLC2,100$228K0.02%-8513F-HRTimeline
SIGNATUREFD, LLC2,100$228K<0.01%+6813F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,086$226K0.08%-1,60213F-HRTimeline
Veltria Advisors Corp.2,079$226K0.15%new13F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,077$225K0.13%013F-HRTimeline
Canopy Partners, LLC2,074$225K0.08%013F-HRTimeline
FARMERS TRUST CO2,065$224K0.04%-1213F-HRTimeline
Cornerstone Wealth Group, LLC2,062$224K0.02%-9913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,060$224K0.08%new13F-HRTimeline
Independent Advisor Alliance2,040$221K0.01%new13F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,038$221K0.03%new13F-HRTimeline
Wealthspire Advisors, LLC2,034$221K<0.01%new13F-HRTimeline
Tranquility Partners, LLC2,032$221K0.08%new13F-HRTimeline
NWF Advisory Services Inc.2,028$220K0.03%new13F-HRTimeline
CERTUITY, LLC2,027$220K0.02%new13F-HRTimeline
Strategic Advisors LLC2,003$217K0.04%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,998$217K0.03%new13F-HRTimeline
Mechanics Bank Trust Department1,995$217K0.03%new13F-HRTimeline
tru Independence LLC1,980$215K0.06%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC1,978$215K<0.01%new13F-HRTimeline
W.H. Cornerstone Investments Inc.1,976$214K0.14%new13F-HRTimeline
FCG Investment Co1,970$214K0.11%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,960$213K0.06%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,944$211K0.02%new13F-HRTimeline
2UniFi Bank1,937$210K0.12%013F-HRTimeline
Rosenberg Matthew Hamilton1,930$209K0.05%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,926$209K0.05%new13F-HRTimeline
Broadleaf Partners, LLC1,924$209K0.05%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,923$209K0.04%-5,06113F-HRTimeline
Optivise Advisory Services LLC1,918$208K0.11%new13F-HRTimeline
TFB Advisors LLC1,910$207K0.05%new13F-HRTimeline
PATRON PARTNERS, LLC1,908$207K0.1%-17013F-HRTimeline
Acropolis Investment Management, LLC1,897$206K0.01%+15613F-HRTimeline
Orca Investment Management, LLC1,875$203K0.18%new13F-HRTimeline
Hoxton Planning & Management, LLC1,869$203K0.07%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,868$203K0.09%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,862$202K0.09%013F-HRTimeline
FSM Wealth Advisors, LLC1,876$201K0.03%new13F-HRTimeline
CVA Family Office, LLC1,839$200K0.03%+213F-HRTimeline
Addison Advisors LLC1,813$197K0.05%013F-HRTimeline
Bank of New Hampshire1,811$197K0.05%-78013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.1,800$195K0.05%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,779$193K0.02%-19213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,750$189K0.06%+313F-HRTimeline
Founders Financial Alliance, LLC1,672$181K0.04%-1,71013F-HRTimeline
Private Wealth Asset Management, LLC1,665$181K0.02%new13F-HRTimeline
Allworth Financial LP1,664$181K<0.01%-89613F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,632$177K0.01%-30013F-HRTimelineGroup
GAMMA Investing LLC1,629$177K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,583$172K0.05%+48813F-HRTimeline
Parallel Advisors, LLC1,576$171K<0.01%+4013F-HRTimeline
UMB Bank, n.a.1,556$169K<0.01%013F-HR/ATimeline
Asset Management One Co., Ltd.1,483$161K<0.01%+1,47113F-HRTimeline
Independence Bank of Kentucky1,452$158K0.02%+2513F-HRTimeline
AMERIFLEX GROUP, INC.1,469$156K0.08%-12813F-HRTimeline
Plante Moran Financial Advisors, LLC1,404$152K0.01%+4013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,386$150K0.02%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,315$143K0.03%+38513F-HRTimeline
Avion Wealth1,311$142K0.03%013F-HR/ATimeline
HOWE & RUSLING INC1,307$142K0.01%+1,07913F-HRTimeline
Scarborough Advisors, LLC1,289$140K0.03%new13F-HRTimeline
Franklin Resourcesgroup of 2 filers holding1,269$138K-21,959Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,254$136K+1,045Timeline
LANARK FINANCIAL, INC.1,255$136K0.01%-84613F-HRTimeline
Sunbelt Securities, Inc.1,358$131K0.01%+1,15913F-HRTimeline
Clearstead Advisors, LLC1,146$124K<0.01%+7413F-HRTimeline
Signature Resources Capital Management,…1,116$121K0.07%new13F-HRTimeline
WEBSTER BANK, N. A.1,115$121K0.01%+7413F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,105$120K<0.01%-1,30013F-HRTimelineGroup
SYM FINANCIAL Corp1,082$117K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,064$115K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC1,061$114K0.02%-6913F-HRTimeline
Winch Advisory Services, LLC953$103K0.03%+313F-HRTimeline
Investors Research Corp951$103K0.02%013F-HRTimeline
Aventura Private Wealth, LLC948$103K0.04%+39713F-HRTimeline
Bangor Savings Bank931$101K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…926$100K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC931$100K0.04%-1213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC909$98.6K0.01%+2013F-HRTimeline
Parkside Financial Bank & Trust904$98.1K0.01%-4213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…898$97.5K0.01%-5013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC861$93.4K<0.01%-8413F-HRTimelineGroup
HHM Wealth Advisors, LLC851$92.4K0.01%013F-HRTimeline
Paladin Advisory Group, LLC807$87.6K0.07%013F-HRTimeline
LFA - Lugano Financial Advisors SA801$86.9K0.05%013F-HRTimeline
Tortoise Investment Management, LLC800$86.8K0.01%-37513F-HRTimeline
FIRST COMMUNITY TRUST NA794$86.2K0.07%013F-HRTimeline
Arax Advisory Partners778$84.4K<0.01%-9813F-HRTimeline
Provident Wealth Management, LLC711$77.2K0.03%013F-HRTimeline
Comprehensive Financial Planning, Inc./…672$72.9K0.06%+213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.636$69K<0.01%new13F-HRTimelineGroup
Key Financial Inc623$67.6K0.01%+40113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners585$63.5K0.01%-31613F-HRTimelineGroup
Rice Partnership, LLC582$63.2K0.01%+39513F-HRTimeline
ORG Partners LLC580$63.1K0.01%-36113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.576$62.5K<0.01%+2613F-HRTimelineGroup
Missouri Trust & Investment Co562$61K0.02%+51213F-HRTimeline
Sage Mountain Advisors LLC558$60.6K<0.01%013F-HRTimeline
Integrity Financial Corp /WA551$59.8K0.03%+213F-HRTimeline
Barnes Dennig Private Wealth Management…515$55.9K0.07%+49513F-HRTimeline
Capital Investment Advisory Services, L…512$55.6K<0.01%-20013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC502$55K<0.01%-12713F-HRTimelineGroup
West Branch Capital LLC499$54.2K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC495$53.7K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC471$51.9K0.02%new13F-HRTimeline
Truvestments Capital LLC471$51.1K0.01%-17213F-HRTimeline
GODSEY & GIBB, INC470$51K<0.01%-44713F-HRTimeline
Register Financial Advisors LLC467$50.7K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…453$49.2K0.02%new13F-HRTimeline
Park Square Financial Group, LLC436$47.3K0.03%+6113F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department435$47.2K0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.425$46.1K<0.01%-2013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp403$43.7K<0.01%-63413F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.389$42.2K0.02%+26713F-HRTimeline
Beacon Capital Management, LLC387$42K0.01%-22613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC384$41.7K<0.01%+12213F-HRTimeline