Skip to content
Disclosery

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
Jackson, Grant Investment Advisers, Inc.122$11.8K<0.01%new13F-HRTimeline
Curat Global, LLC122$11.8K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…119$11.5K0.01%+1813F-HRTimelineGroup
Financial Connections Group, Inc.115$11K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.114$11K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …109$10.5K0.02%new13F-HRTimeline
Covestor Ltd103$10K0.01%-3913F-HRTimeline
Brooklyn Investment Group103$9.94K<0.01%013F-HRTimeline
New England Capital Financial Advisors …103$9.91K0.01%+113F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC101$9.78K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.100$9.64K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC100$9.64K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division94$9.07K<0.01%013F-HRTimeline
Crewe Advisors LLC91$8.78K<0.01%013F-HRTimeline
Citizens National Bank Trust Department83$8.01K<0.01%new13F-HRTimeline
UNION SAVINGS BANK75$7.23K<0.01%+3313F-HRTimeline
Flaharty Asset Management, LLC71$6.85K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.70$6.75K<0.01%-1713F-HRTimeline
N.E.W. Advisory Services LLC68$6.56K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC67$6.5K<0.01%-1313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC67$6.47K<0.01%013F-HRTimeline
Eukles Asset Management67$6.46K<0.01%013F-HRTimeline
First PREMIER Bank66$6K<0.01%013F-HRTimeline
TSFG, LLC61$6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co50$4.82K<0.01%013F-HRTimeline
Gold Investment Management Ltd.50$4.82K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC50$4.82K0.01%new13F-HRTimeline
Tidemark, LLC46$4.4K<0.01%+113F-HRTimeline
Atala Financial Inc45$4.34K<0.01%013F-HRTimeline
JNBA Financial Advisors43$4.15K<0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.42$4K<0.01%-1913F-HRTimelineGroup
Global Wealth Strategies & Associates39$3.76K<0.01%new13F-HRTimeline
Richardson Capital Management LLC37$3.57K<0.01%new13F-HRTimeline
Legacy Bridge, LLC37$3.57K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC33$3.17K<0.01%+1313F-HRTimeline
McClarren Financial Advisors, Inc.114$3K<0.01%+9113F-HRTimeline
Coston, McIsaac & Partners41$3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.32$3K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC29$2.8K<0.01%new13F-HRTimeline
GoalVest Advisory LLC29$2.8K<0.01%013F-HRTimeline
Family Manage LLC28$2.7K<0.01%013F-HRTimeline
Financially Speaking Inc28$2.7K<0.01%-61,89813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST27$2.6K<0.01%-14113F-HRTimeline
Principia Wealth Advisory, LLC26$2.44K<0.01%new13F-HRTimeline
NorthRock Partners, LLC25$2.41K<0.01%-17513F-HRTimeline
Park Place Capital Corp24$2.31K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB21$2.02K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC20$1.93K<0.01%013F-HRTimeline
NVWM, LLC20$1.93K<0.01%-15,01113F-HRTimeline
Barnes Dennig Private Wealth Management…20$1.93K<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…13$1.26K<0.01%new13F-HRTimeline
Asset Management One Co., Ltd.12$1.16K<0.01%new13F-HRTimeline
Weaver Capital Management LLC11$1.06K<0.01%+213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV10$1K<0.01%013F-HRTimeline
Compass Financial Services Inc10$970<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.10$965<0.01%-3313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.10$965<0.01%-9513F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10$965<0.01%013F-HRTimeline
Rise Advisors, LLC9$873<0.01%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC96$5630.52%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-59513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.