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Disclosery

XLK SELECT SECTOR SPDR TR

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SHS (fund)

2,190 managers (2,216 13F filers) reported a position in XLK shares at 2025-06-30, 169,446,473 shares in all. 191 filers opened a position and 117 filers sold out during the quarter.

Managers
2,190
13F filers
2,216
New
191
Added
784
Reduced
795
Sold out
117
Shares held by filers
169,446,473

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
OLIVER LAGORE VANVALIN INVESTMENT GROUP857$177K0.07%13F-HRTimeline
Northwest Capital Management Inc684$173K0.09%013F-HRTimeline
SYM FINANCIAL Corp679$172K0.02%013F-HRTimeline
PROFFITT & GOODSON INC673$170K0.03%013F-HRTimeline
Perkins Coie Trust Co666$169K0.03%013F-HRTimeline
SJS Investment Consulting Inc.663$168K0.03%-1113F-HRTimeline
Sound Income Strategies, LLC660$167K0.01%-8513F-HRTimeline
Winthrop Capital Management, LLC647$164K0.04%+9213F-HRTimeline
MGB Wealth Management, LLC635$161K0.05%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …632$160K<0.01%-1,68013F-HRTimelineGroup
Anchor Investment Management, LLC625$158K0.01%+10613F-HRTimeline
SIERRA OCEAN, LLC623$158K0.11%-2513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC620$157K0.08%013F-HRTimeline
Avion Wealth624$157K0.04%-9913F-HR/ATimeline
Integrity Financial Corp /WA618$156K0.08%+3913F-HRTimeline
Security National Bank600$152K0.03%013F-HRTimeline
Quintet Private Bank (Europe) S.A.600$152K0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.600$152K0.14%013F-HRTimeline
Marquette Asset Management, LLC598$151K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…595$151K0.05%+28513F-HRTimeline
Tacita Capital Inc592$150K0.1%013F-HRTimeline
Smallwood Wealth Investment Management,…582$147K0.08%+13013F-HRTimeline
Berkshire Money Management, Inc.581$147K0.02%new13F-HRTimeline
Bare Financial Services, Inc578$146K0.05%013F-HRTimeline
Versant Capital Management, Inc577$146K0.02%013F-HRTimeline
Friedenthal Financial574$145K0.08%013F-HRTimeline
Berbice Capital Management LLC553$140K0.1%-50013F-HRTimeline
Glassman Wealth Services542$137K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC539$137K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC531$134K0.02%013F-HRTimeline
Peterson Wealth Services524$133K0.04%013F-HRTimeline
First PREMIER Bank522$132K0.03%-113F-HRTimeline
Key Financial Inc516$131K0.03%+813F-HRTimeline
Nalls Sherbakoff Group, LLC513$130K0.09%013F-HRTimeline
JNBA Financial Advisors509$129K0.01%+9313F-HRTimeline
Legacies Wealth LLC500$127K0.08%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC460$123K0.04%new13F-HRTimeline
Bulwark Capital Corp485$123K0.1%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…484$123K0.01%-42813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…468$119K<0.01%013F-HRTimeline
WealthCollab, LLC462$117K0.07%013F-HRTimeline
Legacy Investment Solutions, LLC450$114K0.06%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…450$114K0.06%-14613F-HRTimelineGroup
West Branch Capital LLC443$112K0.03%-1813F-HRTimeline
Roxbury Financial LLC442$112K0.11%+5713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …439$111K0.01%+23413F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC430$109K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department427$108K0.03%+23513F-HRTimelineGroup
SITTNER & NELSON, LLC425$108K0.04%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA400$101K0.02%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …400$101K0.16%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.396$100K0.05%new13F-HRTimeline
RMG Wealth Management LLC382$99.7K0.02%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC388$98.3K0.01%+713F-HRTimeline
Advanced Asset Management Advisors Inc379$96K0.03%-1413F-HRTimeline
Bogart Wealth, LLC377$95.5K<0.01%013F-HRTimeline
Founders Capital Management363$91.9K0.06%+213F-HRTimeline
VSM Wealth Advisory, LLC358$90.7K0.03%-4213F-HRTimeline
Global Trust Asset Management, LLC352$89.1K0.05%-59513F-HRTimeline
Graney & King, LLC349$88.5K0.06%013F-HRTimeline
Hopwood Financial Services, Inc.348$88.1K0.07%+31513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management345$87.4K0.01%new13F-HRTimelineGroup
VESTOR CAPITAL, LLC544$87K0.01%-1,43413F-HRTimeline
Knuff & Co LLC325$82.3K0.03%013F-HRTimeline
2UniFi Bank325$82.3K0.05%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.310$78.5K0.04%013F-HRTimeline
Coastline Trust Co305$77.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cypress Capital Management LLC (WY)304$77K0.08%013F-HRTimeline
Wagner Wealth Management, LLC299$75.7K0.02%+8013F-HRTimeline
Providence Capital Advisors, LLC298$75.5K0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV293$74K0.02%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC282$71.4K<0.01%-1113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN277$70K0.01%013F-HRTimeline
Luken Investment Analytics, LLC272$68.9K0.03%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK268$68K<0.01%+8913F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC264$66.9K0.04%-5413F-HRTimeline
DiNuzzo Private Wealth, Inc.260$65.8K0.01%013F-HRTimeline
Scarborough Advisors, LLC258$65.3K0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS250$63.3K0.03%-5013F-HRTimeline
Family Legacy Financial Solutions, LLC249$63.2K0.05%13F-HRTimeline
Front Row Advisors LLC245$62K0.02%013F-HRTimeline
WFA Asset Management Corp273$61.7K0.03%+113F-HRTimeline
Park Square Financial Group, LLC241$61K0.04%+2413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.239$60.5K0.03%-2713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …229$58.1K0.01%13F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC220$55.7K0.01%new13F-HRTimeline
Keener Financial Planning LLC218$55K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.217$55K<0.01%013F-HRTimeline
Eukles Asset Management216$54.7K0.02%013F-HRTimeline
Investment Research & Advisory Group, I…212$53.8K0.02%013F-HRTimeline
Creekmur Asset Management LLC211$53.5K0.01%-913F-HRTimeline
Murphy & Mullick Capital Management Corp211$53.4K0.04%013F-HRTimeline
Legacy Advisors, LLC12,995$51.3K0.83%-39,59913F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.200$50.6K0.04%013F-HRTimeline
SSA SWISS ADVISORS AG194$50.3K0.02%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/198$50.1K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC197$50K0.01%013F-HRTimeline
Fairway Wealth LLC196$49.6K0.02%013F-HRTimeline
Hartford Financial Management Inc.188$47.6K0.01%-1213F-HRTimeline
Costello Asset Management, INC186$47.2K0.02%+213F-HRTimeline
Kiker Wealth Management, LLC181$45.8K0.03%013F-HRTimeline
Talon Private Wealth, LLC180$45.6K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.180$45.6K0.04%013F-HRTimeline
Main Street Group, LTD176$44.6K0.01%-113F-HRTimeline
Blume Capital Management, Inc.176$44.5K0.01%+113F-HRTimeline
Dunhill Financial, LLC171$43.4K0.01%+14713F-HRTimeline
VISION FINANCIAL MARKETS LLC165$41.6K0.04%+113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.164$41.5K0.02%+3813F-HR/ATimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P161$40.8K<0.01%-8113F-HRTimelineGroup
Financial Perspectives, Inc160$40.5K0.01%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC159$40.3K0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC158$40K0.04%new13F-HRTimeline
Quaker Wealth Management, LLC157$39.8K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC153$38.7K0.02%013F-HRTimeline
Piscataqua Savings Bank148$37.5K0.03%013F-HRTimeline
STEPH & CO141$35.7K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC141$35.7K0.03%013F-HRTimeline
Tower View Wealth Management LLC141$35.6K0.02%+113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.132$33.4K0.04%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners127$32.2K<0.01%-12313F-HRTimelineGroup
Capital Investment Counsel, Inc125$31.7K<0.01%013F-HRTimeline
Hemington Wealth Management125$31K<0.01%new13F-HRTimeline
Rise Advisors, LLC116$29.4K0.01%new13F-HRTimeline
City State Bank115$29.1K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.113$28.6K0.01%+10613F-HRTimeline
UNION SAVINGS BANK108$28.4K0.01%-1,19513F-HRTimeline
AllSquare Wealth Management LLC112$28.4K0.02%013F-HRTimeline
Smithfield Trust Co110$28K<0.01%013F-HRTimeline
WPG Advisers, LLC109$27.7K0.02%013F-HRTimeline
REAP Financial Group, LLC109$27.6K0.01%013F-HRTimeline
Millstone Evans Group, LLC109$27.6K0.02%+2813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.108$27.3K0.01%013F-HRTimeline
Financial Avengers, Inc.101$25.7K0.01%013F-HRTimeline
Silicon Valley Capital Partners101$25.5K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC100$25.3K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.100$25.3K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC95$24K<0.01%013F-HRTimeline
Family Manage LLC94$23.8K<0.01%+6813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC84$21.4K<0.01%-30613F-HRTimeline
Covestor Ltd82$21K0.01%-2613F-HRTimeline
Richard Bernstein Advisors LLC81$20.7K<0.01%-6013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP79$20K<0.01%013F-HRTimelineGroup
Richardson Capital Management LLC78$19.8K0.01%013F-HRTimeline
Park Place Capital Corp76$19.1K<0.01%-12813F-HRTimeline
Delos Wealth Advisors, LLC75$19K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.72$18.2K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL72$18.2K0.01%013F-HRTimeline
New Millennium Group LLC71$18K0.01%013F-HRTimeline
GODSEY & GIBB, INC65$16.5K<0.01%-12813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.65$16.3K0.01%-4,40413F-HRTimeline
Safe Harbor Fiduciary, LLC60$15.2K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC62$15K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC57$14.5K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC57$14.4K0.01%+313F-HRTimeline
ARVEST INVESTMENTS, INC.56$14.2K<0.01%013F-HRTimeline
Core Alternative Capital55$13.9K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC53$13.4K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC50$12.7K<0.01%013F-HRTimeline
Sachetta, LLC50$12.7K0.01%-10113F-HRTimeline
Pineridge Advisors LLC49$12.5K<0.01%-5013F-HRTimeline
Kozak & Associates, Inc.47$12.2K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC46$11.6K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…43$10.9K0.01%013F-HRTimeline
Gen-Wealth Partners Inc40$10.1K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC36$9.12K<0.01%+3013F-HRTimeline
Morton Brown Family Wealth, LLC32$8.1K<0.01%-3413F-HRTimeline
Principia Wealth Advisory, LLC29$7.34K0.01%+2213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.27$7K<0.01%-813F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI24$6.08K<0.01%013F-HRTimeline
Financially Speaking Inc24$6.08K<0.01%013F-HRTimeline
Orion Capital Management LLC22$5.6K<0.01%013F-HRTimeline
Accent Capital Management, LLC20$5.58K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…22$5.57K<0.01%013F-HRTimeline
American Capital Advisory, LLC19$4.81K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19$4.81K<0.01%-71,32613F-HRTimelineGroup
Central Pacific Bank - Trust Division12$3.04K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC10$2.53K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10$2.53K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.9$2.28K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.8$2.22K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5$1.27K<0.01%013F-HRTimeline
Westend Capital Management, LLC5$1.27K<0.01%013F-HRTimeline
West Oak Capital, LLC440$1.11K0.04%013F-HRTimeline
Evergreen Private Wealth LLC4$1.01K<0.01%013F-HRTimeline
Newton One Investments LLC3$760<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.3$686<0.01%new13F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC2$506<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1$132<0.01%013F-HRTimeline
Dogwood Wealth Management LLC0$15<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.