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Disclosery

XLK SELECT SECTOR SPDR TR

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SHS (fund)

2,397 managers (2,427 13F filers) reported a position in XLK shares at 2026-03-31, 349,768,601 shares in all. 114 filers opened a position and 182 filers sold out during the quarter.

Managers
2,397
13F filers
2,427
New
114
Added
875
Reduced
928
Sold out
182
Shares held by filers
349,768,601

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
Optivise Advisory Services LLC2,787$370K0.22%013F-HRTimeline
Carson Advisory Inc.2,775$369K0.19%+45013F-HRTimeline
Oath Planning, LLC2,771$368K0.33%+113F-HRTimeline
Smith Thornton Advisors LLC2,770$368K0.19%013F-HRTimeline
Synergy Investment Management, LLC2,767$368K0.12%+4413F-HRTimeline
HMS Capital Management, LLC2,760$367K0.14%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,759$367K0.03%+1413F-HRTimeline
Capital Management Associates, Inc2,738$364K0.08%-75013F-HRTimeline
Tulsa Wealth Advisors, INC2,731$363K0.06%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,730$363K0.15%013F-HRTimeline
Future Financial Wealth Managment LLC2,413$363K0.23%-14,98513F-HRTimeline
Kelsey Financial, LLC2,728$363K0.32%+20013F-HRTimeline
MBE Wealth Management, LLC2,712$360K0.15%+40013F-HRTimeline
MCMORGAN & CO LLC2,699$359K0.06%+1,12413F-HRTimeline
FRG Family Wealth Advisors LLC2,698$359K0.06%013F-HRTimeline
Commonwealth Financial Services, LLC2,692$358K0.06%+3813F-HRTimeline
Waterfront Wealth Inc.2,683$357K0.07%013F-HRTimeline
Missouri Trust & Investment Co2,678$356K0.1%-42213F-HRTimeline
Stonebridge Financial Group, LLC2,663$354K0.03%+1,10413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,660$354K0.08%+40013F-HRTimeline
Kellett Wealth Advisors, LLC2,659$353K0.19%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,650$352K0.05%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,646$352K0.05%013F-HRTimeline
Brown Miller Wealth Management, LLC2,644$351K0.1%013F-HRTimeline
Rodgers & Associates, LTD2,635$350K0.04%013F-HRTimeline
Rolek Wealth Management LLC2,632$350K0.25%+313F-HRTimeline
Werba Rubin Papier Wealth Management2,628$349K0.05%+80013F-HRTimeline
Collaborative Wealth Managment Inc.2,623$349K0.16%-1,04313F-HRTimeline
Range Advisory, LLC2,615$348K0.06%+1,05413F-HRTimeline
D'Orazio & Associates, Inc.2,613$347K0.04%-29013F-HRTimeline
Clearstead Trust, LLC2,610$347K0.06%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,606$346K0.09%013F-HRTimeline
CRUX WEALTH ADVISORS2,605$346K0.13%-1,18013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC2,602$346K0.13%-4013F-HRTimeline
BANK OF STOCKTON2,600$346K0.11%-50013F-HRTimeline
Widmann Financial Services, Inc.2,600$346K0.21%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,600$346K0.16%013F-HRTimeline
King Wealth Management Group2,598$345K0.04%-1613F-HRTimeline
Straight Path Wealth Management2,592$345K0.09%+213F-HRTimeline
Sterling Investment Counsel, LLC2,592$344K0.1%+1,20013F-HRTimeline
Braun-Bostich & Associates Inc.2,588$344K0.22%-1213F-HRTimeline
NorthCrest Asset Manangement, LLC2,526$344K0.01%-1,38413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,580$343K0.1%-13913F-HRTimeline
FIRST AMERICAN BANK2,582$343K0.02%-26813F-HRTimeline
CAPITAL CITY TRUST CO/FL2,578$343K0.08%+7413F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC2,570$342K0.19%013F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC2,566$341K0.02%-30013F-HRTimeline
Bell Investment Advisors, Inc2,558$340K0.05%013F-HRTimeline
BAKER BOYER NATIONAL BANK2,556$340K0.1%013F-HRTimeline
Investment Planning Advisors, Inc.2,545$338K0.09%+35113F-HRTimeline
Triad Wealth Partners, LLC2,541$338K0.03%-30713F-HRTimeline
Clarus Group, Inc.2,523$335K0.12%-58513F-HRTimeline
Tandem Financial, LLC2,522$335K0.11%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,520$335K0.01%013F-HRTimelineGroup
Intelligence Driven Advisers, LLC2,520$335K0.06%013F-HRTimeline
PETERSON WEALTH MANAGEMENT2,517$334K0.19%+29413F-HRTimeline
Faithward Advisors, LLC2,513$334K0.05%-513F-HRTimeline
Bullock Wealth Management Group2,466$333K0.17%+2713F-HRTimeline
Farrell Financial LLC2,494$332K0.2%+213F-HRTimeline
EFG International AGin group EFG International AG2,492$331K0.01%013F-HRTimelineGroup
Hendershot Investments Inc.2,484$330K0.04%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,484$330K0.02%013F-HRTimeline
MUFG Securities EMEA plcin group Mitsubishi UFJ Trust & Bankin…2,482$330K<0.01%new13F-HRTimelineGroup
NORDEN GROUP LLC2,480$330K0.03%+5813F-HRTimeline
Squire Investment Management Company, L…2,477$329K0.09%+313F-HRTimeline
Aldebaran Financial Inc.2,471$328K0.31%+3913F-HRTimeline
Plancorp, LLC2,300$328K0.01%+16813F-HRTimeline
Hurlow Wealth Management Group, Inc.2,466$328K0.08%013F-HRTimeline
5T Wealth, LLC2,455$326K0.13%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.2,450$326K0.22%-20013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.2,443$325K0.17%+313F-HRTimeline
Trail Ridge Investment Advisors, LLC2,442$325K0.14%-60413F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC2,440$324K0.05%+36313F-HRTimeline
MEANS INVESTMENT CO., INC.2,438$324K0.03%-17913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,434$323K0.06%013F-HRTimeline
CPWA, LLC1,818$323K0.39%13F-HRTimeline
Fox Hill Wealth Management2,433$323K0.16%+8613F-HRTimeline
Burns Matteson Capital Management, LLC2,429$323K0.13%013F-HRTimeline
Aspire Private Capital, LLC2,423$322K0.07%-16913F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,421$322K<0.01%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,419$321K<0.01%+90513F-HRTimelineGroup
Tortoise Investment Management, LLC2,417$321K0.03%-20513F-HRTimeline
TFC Financial Management, Inc.2,416$321K0.04%+113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,410$320K0.09%013F-HRTimeline
Joel Adams & Associates, Inc.2,402$319K0.24%-7313F-HRTimeline
Ark Wealth Advisors LLC2,396$318K0.32%-2,08613F-HRTimeline
Axiom Investment Management LLC2,393$318K0.24%13F-HRTimeline
LEE DANNER & BASS INC2,385$317K0.02%013F-HRTimeline
Palogic Value Management, L.P.2,380$316K0.14%013F-HRTimeline
Wilkerson Advisory Group LLC2,380$316K0.11%013F-HRTimeline
Capital Advisors Wealth Management, LLC2,370$315K0.04%+2913F-HRTimeline
Crane Advisory, LLC2,069$314K0.05%+313F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC2,361$314K0.18%-2713F-HRTimeline
Chesley Taft & Associates LLC2,360$314K0.01%-12613F-HRTimeline
Opal Wealth Advisors, LLC2,352$313K0.07%-1813F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,350$312K0.25%013F-HRTimeline
Sterling Group Wealth Management, LLC2,344$312K0.15%+8813F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,342$311K0.03%013F-HRTimeline
Provident Wealth Management, LLC2,342$311K0.09%013F-HRTimeline
Rosenberg Matthew Hamilton2,334$310K0.06%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,330$310K0.04%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…2,330$310K0.01%+213F-HRTimeline
Balentine LLC2,328$309K0.01%+51013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,327$309K0.03%-87713F-HRTimeline
Triumph Capital Management2,320$308K0.06%+9013F-HRTimeline
Plan A Wealth LLC2,318$308K0.15%013F-HRTimeline
Focused Wealth Management, Inc2,316$308K0.03%-20113F-HRTimeline
MATRIX ASSET ADVISORS INC/NY2,316$308K0.03%013F-HRTimeline
Dash Acquisitions Inc.1,990$308K0.06%-7013F-HRTimeline
Grove Street Fiduciary, LLC2,314$308K0.14%013F-HRTimeline
LJI Wealth Management, LLC2,314$308K0.05%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC2,312$307K0.01%013F-HRTimeline
VESTOR CAPITAL, LLC2,308$307K0.02%+80813F-HRTimeline
S Harris Financial Group, LLC2,304$306K0.28%-9313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV2,307$306K0.08%+113F-HR/ATimeline
ALTFEST L J & CO INC2,290$304K0.03%-613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,290$304K0.11%-213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,288$304K0.07%-1,80013F-HRTimeline
Crusonia Wealth Advisors LLC2,284$304K0.06%+213F-HRTimeline
Marshall Financial Group, LLC2,284$304K0.05%013F-HRTimeline
Wealth Dimensions Group, Ltd.2,284$304K0.06%013F-HRTimeline
Broadleaf Partners, LLC2,280$303K0.07%013F-HRTimeline
WILLNER & HELLER, LLC2,278$303K0.23%+213F-HRTimeline
Teamwork Financial Advisors, LLC2,275$302K0.03%+86813F-HRTimeline
Walkner Condon Financial Advisors LLC2,274$302K0.04%013F-HRTimeline
OLIO Financial Planning2,272$302K0.08%013F-HRTimeline
Long Island Wealth Management, Inc.2,264$301K0.14%+8213F-HRTimeline
Garden State Investment Advisory Servic…2,260$301K0.07%-63513F-HRTimeline
Van Hulzen Asset Management, LLC2,247$299K0.02%+10713F-HRTimeline
Signature Equity Partners, LLC2,246$299K0.16%+12913F-HRTimeline
Impact Investors, Inc2,246$298K0.21%013F-HRTimeline
Legacy Financial Strategies, LLC2,242$298K0.05%-4813F-HRTimeline
BURNEY CO/2,232$297K0.01%-2,18613F-HRTimeline
Pearl Planning LLC2,232$297K0.16%013F-HRTimeline
Atlas Brown,Inc.2,221$295K0.09%+5513F-HRTimeline
Able Wealth Management LLC2,218$295K0.08%-713F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding2,210$294K0Timeline
Transcendent Capital Group LLC2,200$292K0.13%-813F-HRTimeline
KTF INVESTMENTS, LLC2,200$292K0.05%013F-HRTimeline
Merkkuri Wealth Advisors LLC2,195$292K0.19%+213F-HRTimeline
CVA Family Office, LLC2,194$292K0.03%013F-HRTimeline
PCM Encore, LLC2,192$291K0.06%-33013F-HRTimeline
Center For Asset Management LLC2,189$291K0.14%-11513F-HRTimeline
Horrell Capital Management, Inc.2,188$291K0.13%-15013F-HRTimeline
STABLEFORD CAPITAL II LLC2,188$291K0.11%-12713F-HRTimeline
Wick Capital Partners, LLC2,184$290K0.05%new13F-HRTimeline
Cypress Wealth Services, LLC2,171$288K0.04%+26813F-HRTimeline
WealthPLAN Partners, LLC2,168$288K0.06%-2,99413F-HRTimeline
Alchemi Wealth, LLC2,166$288K0.16%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,156$287K0.04%013F-HRTimelineGroup
ALERUS FINANCIAL NA2,156$287K0.01%-2013F-HRTimeline
International Private Wealth Advisors L…2,155$286K0.18%-26113F-HRTimeline
Sightline Wealth Advisors, LLC2,151$286K0.12%+22313F-HRTimeline
BKM Wealth Management, LLC2,148$285K0.1%+9813F-HRTimeline
Jacksonville Wealth Management, LLC2,144$285K0.19%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.2,136$284K0.13%-16013F-HRTimeline
Midwest Financial Group LLC2,131$283K0.12%+17613F-HRTimeline
Advisory Resource Group2,130$283K0.05%+1313F-HRTimeline
COFG Advisors, LLC2,128$283K0.07%+313F-HRTimeline
Bradley & Co. Private Wealth Management…2,126$283K0.15%013F-HRTimeline
Clear Retirement Advice LLC2,125$282K0.22%013F-HRTimeline
Payne Capital Management, LLC2,122$282K0.09%-33013F-HRTimeline
Murphy & Mullick Capital Management Corp2,121$282K0.21%+38213F-HRTimeline
Flagship Private Wealth, LLC2,120$282K0.11%-3513F-HRTimeline
49 WEALTH MANAGEMENT, LLC2,114$281K0.02%-413F-HRTimeline
Blackston Financial Advisory Group, LLC2,108$280K0.18%-35513F-HRTimeline
Indiana Trust & Investment Management Co2,103$279K0.09%+5913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,095$278K0.02%new13F-HRTimelineGroup
MBA Advisors LLC2,094$278K0.11%new13F-HRTimeline
Compass Financial Services Inc2,089$278K0.12%+213F-HRTimeline
Cooper Financial Group2,083$277K0.03%-19313F-HRTimeline
ProCore Advisors, LLC2,079$276K0.42%-7413F-HRTimeline
Trustees of Dartmouth College2,070$275K0.11%013F-HRTimeline
MSH Capital Advisors LLC2,062$274K0.06%-6513F-HRTimeline
HMV Wealth Advisors, LLC2,062$274K0.13%013F-HRTimeline
Lakeridge Wealth Management LLC2,061$274K0.12%+113F-HRTimeline
TrustBankin group TrustBank2,060$274K0.11%+14113F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC2,060$274K0.03%013F-HRTimeline
Stone Summit Wealth LLC2,055$273K0.08%-22113F-HRTimeline
CBIZ Investment Advisory Services, LLC2,052$273K0.01%-86013F-HRTimeline
Centerline Wealth Advisors, LLC2,050$272K0.1%013F-HRTimeline
Marin Bay Wealth Advisors, LLC2,047$272K0.16%+19113F-HRTimeline
Spinnaker Investment Group, LLC2,042$271K0.06%-6013F-HRTimeline
Blankinship & Foster, LLC2,038$271K0.06%013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC2,036$271K0.04%+1213F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,034$270K0.01%-1,63113F-HRTimeline
Peak Asset Management, LLC2,032$270K0.05%013F-HRTimeline
Michels Family Financial, LLC2,031$270K0.19%+12313F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,030$270K0.03%013F-HRTimeline
truNorth Financial Services, Inc.2,029$270K0.28%+20513F-HRTimeline
Harbor Group, Inc.2,029$270K0.04%+313F-HRTimeline
Atlantic Private Wealth, LLC2,025$269K0.18%013F-HRTimeline
Allegheny Financial Group2,022$269K0.04%+1213F-HRTimeline
Weaver Consulting Group2,022$269K0.06%-3413F-HRTimeline
Appalachian Capital Management Ltd2,021$269K0.21%+313F-HRTimeline
GatePass Capital, LLC2,020$268K0.13%013F-HRTimeline
Abacus Wealth Partners, LLC2,017$268K0.02%new13F-HRTimeline
Aspen Grove Capital, LLC2,015$268K0.05%-1,14713F-HRTimeline
SRH ADVISORS, LLC2,014$268K0.08%013F-HRTimeline
BXM Wealth LLC2,003$266K0.2%-19613F-HRTimeline