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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,953,530$4.14B0.37%-462,62413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,709,789$937M0.07%+46,63313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,289,542$800M0.19%+359,32513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,254,690$700M0.05%+460,47213F-HRTimelineGroup
LPL Financial LLC5,516,259$532M0.21%+283,43613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,316,169$513M+889,033Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,253,675$410M0.15%-163,75713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,066,890$392M0.11%+159,64913F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp4,018,913$388M4.92%-64,42013F-HRTimeline
UBS Group AGin group UBS Group AG3,575,790$345M0.08%+40,76613F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 3 filers holding2,475,597$337M-2,139,572Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,839,328$274M0.05%-243,70913F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,553,516$246M0.4%-91,33913F-HRTimelineGroup
Janney Montgomery Scott LLC2,531,090$244M0.69%-164,77913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP2,455,333$237M0.01%-7,83813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,432,749$235M0.11%-2,593,08013F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,423,061$234M3.28%+111,07113F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,070,939$200M2.61%+1,32813F-HRTimelineGroup
CIBC WORLD MARKET INC.2,029,120$196M0.45%+1,954,76013F-HRTimeline
WestEnd Advisors, LLC1,972,555$190M5.05%-172,74813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,633,712$158M3.77%+130,72813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,631,873$157M0.04%+231,51413F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP1,509,523$146M0.19%+889,34313F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,463,175$141M0.92%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,198,334$116M0.09%+400,25313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,196,891$115M<0.01%-385,70213F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC1,002,317$96.7M3.65%+168,96213F-HRTimeline
CW Advisors, LLC1,002,268$96.7M1.16%-10,67613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC903,167$87.1M0.02%+239,28413F-HR/ATimelineGroup
J.Safra Asset Management Corp775,515$74.8M6.08%+24,59113F-HR/ATimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD718,013$69.2M1.28%-663,33913F-HRTimelineGroup
SRB CORPin group SRB CORP714,509$68.9M4.49%+679,56913F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD706,422$68.1M0.36%-19,65613F-HRTimelineGroup
Foundations Investment Advisors, LLC703,448$67.8M1.25%-58,70313F-HRTimeline
Richard Bernstein Advisors LLC685,668$66.1M1.6%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP682,500$65.8M0.07%-28,26913F-HRTimelineGroup
Fisher Asset Management, LLC679,005$65.5M0.03%-24,17813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …678,732$65.5M0.06%+158,40013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC674,811$65.1M2.34%+29,32613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC668,606$64.5M0.07%-40,33213F-HRTimeline
MML INVESTORS SERVICES, LLC646,718$62.4M0.21%+229,96813F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC643,406$62.1M1.92%-141,14913F-HRTimeline
RiverFront Investment Group, LLC529,097$51M1.14%+15,12613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.509,854$49.2M0.11%-19,47813F-HRTimelineGroup
Cetera Investment Advisers504,393$48.6M0.09%+74,34813F-HRTimeline
Advisory Alpha, LLC495,056$47.7M1.62%+47,27013F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP484,300$46.7M0.01%+35,83813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC461,562$44.5M0.12%-97,42413F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC460,621$44.4M0.26%+85,61113F-HRTimelineGroup
HighTower Advisors, LLC454,244$43.8M0.06%-7,64513F-HRTimeline
Caisse de depot et placement du Quebec442,003$42.6M0.09%+342,38613F-HRTimeline
Moss Adams Wealth Advisors LLC433,517$41.8M4.4%+11,51513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/412,439$39.8M0.02%+57,64713F-HRTimelineGroup
Swan Global Investments, LLCin group Swan Global Investments, LLC410,513$39.6M2.01%-33,02513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC391,656$37.8M0.05%+41,27013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC380,443$36.7M0.03%+121,74013F-HRTimelineGroup
Kingsview Wealth Management, LLC379,926$36.6M0.69%-16,71613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…365,017$35.2M0.09%-13,01113F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding363,473$35.1M-35,625Timeline
1832 Asset Management L.P.342,084$33M0.06%-87,54913F-HRTimeline
Janney Capital Management LLC333,688$32.2M2.21%-8,27113F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding329,022$31.7M0Timeline
CWM, LLCin group CWM, LLC325,672$31.4M0.13%+19,13713F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…320,632$30.9M1.39%-8,02113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…313,729$30.3M11.17%+107,62013F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL310,978$30M0.27%-204,93413F-HRTimeline
SummitTX Capital, L.P.274,181$26.4M1.17%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC272,052$26.2M0.15%+13,44613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding263,426$25.4M-1,444Timeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …261,100$25.2M4.16%-95,00013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management258,004$24.9M0.8%-1,61413F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM251,759$24.3M3.52%+138,82513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding249,440$24.1M-69,087Timeline
Cambridge Investment Research Advisors,…243,854$23.5M0.08%+31,35013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …240,524$23.2M0.38%+6,54613F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.239,045$23.1M0.89%+58,83513F-HRTimelineGroup
Asset Advisors Investment Management, L…232,133$22.4M2.35%+9,01813F-HRTimeline
Sanctuary Advisors, LLC220,563$21.3M0.15%+17,21613F-HRTimeline
AE Wealth Management LLC216,165$20.8M0.18%+14,67313F-HRTimeline
Robertson Stephens Wealth Management, L…207,407$20M0.75%-46,75513F-HRTimeline
Full Sail Capital, LLC200,918$19.4M1.25%-1,26013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP200,377$19.3M0.29%-4,81013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…200,256$19.2M0.08%-48,53213F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.197,910$19.1M1.77%-1,07013F-HRTimeline
Miller Investment Management, LP194,145$18.7M2.07%-39313F-HRTimeline
IMZ Advisory Inc193,082$18.6M8.45%+4,00313F-HRTimeline
Clarity Financial LLC190,734$18.4M2.12%+15,68113F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC190,113$18.3M0.14%-4,58813F-HRTimelineGroup
D. SCOTT NEAL, INC.183,230$17.7M9.8%+14,62813F-HRTimeline
Ayalon Insurance Comp Ltd.181,525$17.5M5.65%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…180,766$17.4M0.03%+165,48713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…176,197$17M0.01%-7,13213F-HRTimelineGroup
Sequoia Financial Advisors, LLC175,357$16.9M0.13%-96,18013F-HRTimeline
Graypoint LLC169,945$16.4M1.02%-18,15613F-HRTimeline
Aptus Capital Advisors, LLC168,828$16.3M0.18%+167,05113F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…167,090$16.1M0.63%+37,65813F-HRTimelineGroup
Krilogy Financial LLC166,163$16M1.04%+28,91213F-HRTimeline
WBH ADVISORY INC165,125$15.9M1.49%+11,52413F-HRTimeline
Trek Financial, LLC161,856$15.6M1.13%+7,16213F-HRTimeline
Ashton Thomas Private Wealth, LLC160,606$15.5M0.59%+39,32513F-HRTimeline
Mariner, LLCin group Mariner, LLC160,016$15.4M0.03%-4,40313F-HRTimelineGroup
Horizon Wealth Management, LLC159,542$15.4M2.59%+60,12513F-HRTimeline
THEORY FINANCIAL LLC158,754$15.3M6.46%+35,20813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS157,701$15.2M0.04%-7,67913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding156,222$15.1M+2,403Timeline
NewEdge Advisors, LLC155,188$15M0.09%+4,13013F-HRTimeline
First Interstate Bank152,568$14.7M0.88%-17,98513F-HRTimeline
McElhenny Sheffield Capital Management,…151,382$14.6M5.47%new13F-HRTimeline
RFG Advisory, LLC151,021$14.6M0.39%-24,75713F-HRTimeline
Private Advisor Group, LLC148,409$14.3M0.09%+20,19413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.147,768$14.3M0.65%+83,45513F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC143,100$13.8M1.44%+1,98513F-HRTimeline
Diversified Enterprises, LLC143,092$13.8M1.16%+62013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC138,000$13.3M0.07%-14,50013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…137,569$13.3M0.03%-2,88613F-HR/ATimelineGroup
Stillwater Capital Advisors, LLC137,427$13.3M1.85%-7713F-HRTimeline
Prosperity Consulting Group, LLC137,046$13.2M1.02%+4,03013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC135,501$13.1M0.16%+55,58613F-HRTimelineGroup
SPINNAKER TRUST135,334$13.1M0.85%-3,84813F-HRTimeline
CASTLEARK MANAGEMENT LLC134,870$13M0.45%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC133,607$12.9M0.01%+5,01113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.129,771$12.5M0.02%+25,29213F-HRTimelineGroup
Quantessence Capital LLC127,425$12.3M3.07%new13F-HRTimeline
Virtue Capital Management, LLC126,712$12.2M1.43%+52,98513F-HRTimeline
Cavalier Investments, LLC126,106$12.2M4.13%-137,35213F-HRTimeline
Steward Partners Investment Advisory, L…125,529$12.1M0.11%+11,96413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC124,059$12M0.05%+49,65813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD122,427$11.8M0.17%+1,80113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC121,895$11.8M0.01%-94,54613F-HRTimelineGroup
&PARTNERS120,781$11.6M0.12%+55,56113F-HRTimeline
EP Wealth Advisors, LLC118,514$11.4M0.09%-14,48313F-HRTimeline
DAVENPORT & Co LLC116,625$11.2M0.07%-7,42813F-HRTimeline
Spectrum Wealth Counsel, LLC115,286$11.1M1.34%-3,07413F-HRTimeline
CWA Asset Management Group, LLC115,270$11.1M0.53%-5,18613F-HRTimeline
Venture Visionary Partners LLC113,831$11M0.46%+9,80513F-HRTimeline
Financial Enhancement Group LLC119,725$10.8M1.69%-4,10713F-HRTimeline
Evolution Wealth Advisors, LLC107,976$10.4M1.74%-1,73513F-HRTimeline
OLD NATIONAL BANCORP /IN/107,125$10.3M0.27%-6,15913F-HRTimeline
PFG Advisors104,580$10.1M0.56%+6,92613F-HRTimeline
Vickerman Investment Advisors, Inc.103,869$10M2.27%-5,12813F-HRTimeline
Guerra Advisors Inc102,168$9.85M5.51%-6,32313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…101,734$9.81M0.08%-1,96913F-HRTimelineGroup
Royal Fund Management, LLC99,288$9.58M1.14%-79,74413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC100,249$9.5M0.8%+10,07813F-HRTimeline
Biltmore Wealth Management, LLC97,309$9.39M3.96%-1,46513F-HRTimeline
Estate Counselors, LLC96,722$9.33M0.97%-2,20713F-HRTimeline
Dakota Wealth Management96,201$9.28M0.22%-54,38213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.95,446$9.21M1.15%+1,68513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,005$9.16M0.02%+2,15313F-HRTimeline
Onyx Bridge Wealth Group LLC94,964$9.16M1.31%-46,29213F-HRTimeline
CMH Wealth Management LLC94,681$9.13M2.29%-2,16113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,192$9.08M0.09%-19,54913F-HRTimelineGroup
Harbour Trust & Investment Management Co93,997$9.07M1.1%-36,06413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\92,759$8.95M0.01%-1,91813F-HRTimelineGroup
Merit Financial Group, LLC90,244$8.7M0.13%-32,06713F-HRTimeline
COMERICA BANK90,175$8.7M0.04%+2,22813F-HRTimeline
Winthrop Capital Management, LLC89,903$8.67M2.39%-2,61813F-HRTimeline
Premier Path Wealth Partners, LLC89,628$8.64M1.35%-50513F-HRTimeline
Client First Capital LLC89,095$8.59M4.4%-4,25913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP88,046$8.49M0.01%-3,30913F-HRTimelineGroup
CoreCap Advisors, LLC87,149$8.41M0.37%-7,87613F-HRTimeline
Proquility Private Wealth Partners, LLC87,085$8.4M2.59%-7,55913F-HRTimeline
MARTIN & CO INC /TN/86,516$8.34M1.61%+39613F-HRTimeline
MAI Capital Management85,035$8.2M0.06%+36513F-HRTimeline
Conservest Capital Advisors, Inc.83,634$8.07M0.85%+8,46413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC81,983$7.91M0.11%+4,20813F-HRTimelineGroup
Chicago Wealth Management, Inc.81,605$7.87M4.12%+3,34313F-HRTimeline
LEUTHOLD GROUP, LLC81,414$7.85M1.02%-8,64313F-HRTimeline
Redhawk Wealth Advisors, Inc.81,147$7.83M1.05%new13F-HRTimeline
Integrated Wealth Concepts LLC80,322$7.75M0.09%+3,49813F-HRTimeline
Occidental Asset Management, LLC77,640$7.49M1.13%+71,32013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…77,355$7.46M0.18%+7,58613F-HRTimelineGroup
Atria Investments, Inc76,754$7.4M0.09%+2,26113F-HRTimeline
Long Run Wealth Advisors, LLC75,885$7.32M1.66%+5,38213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC75,815$7.31M1.34%+2,71113F-HRTimeline
IHT Wealth Management, LLC75,717$7.3M0.23%-12,77313F-HRTimeline
Avestar Capital, LLC75,632$7.29M0.69%-4,35813F-HRTimeline
BLAIR WILLIAM & CO/IL74,603$7.2M0.02%-56013F-HRTimeline
CHEMUNG CANAL TRUST CO73,780$7.12M1.56%-3,80613F-HRTimeline
SteelPeak Wealth, LLC73,401$7.08M0.3%-2,47013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC72,927$7.03M3.61%+2,18713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT70,680$6.82M0.45%-31913F-HRTimelineGroup
Cubist Systematic Strategies, LLC70,511$6.8M0.09%-104,18113F-HRTimeline
Orange Investment Advisors, Inc.70,223$6.77M0.81%-1,84113F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA69,784$6.73M3.96%+16613F-HRTimeline
Measured Wealth Private Client Group, L…69,480$6.7M2.15%new13F-HRTimeline
CX Institutional69,106$6.67M0.25%+13,25313F-HRTimeline
Carnegie Investment Counsel75,348$6.59M0.16%-713F-HRTimeline
Prestige Wealth Management Group LLC67,300$6.49M1.39%-5,55013F-HR/ATimeline
BlueStem Wealth Partners, LLC64,973$6.27M0.85%-1,34213F-HRTimeline
Generali Investments, Management Co LLC64,582$6.23M1.77%+11,75713F-HRTimeline
Quantitative Investment Management, LLC64,257$6.2M0.57%+37,62613F-HRTimeline
Advisor Resource Council75,683$6.19M0.5%new13F-HRTimeline
FORBES J M & CO LLP63,576$6.13M0.59%-97213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …63,272$6.1M0.01%+1,09913F-HRTimelineGroup
HARRELL INVESTMENT PARTNERS, LLC63,204$6.1M1.81%-9613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC62,041$5.98M<0.01%+71513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,936$5.93M0.01%+28,87013F-HR/ATimelineGroup
Waterloo Capital, L.P.60,846$5.87M0.55%-21,87113F-HRTimeline
Essex LLC60,617$5.85M1.27%+4,95013F-HRTimeline