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Disclosery

XLK SELECT SECTOR SPDR TR

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SHS (fund)

2,114 managers (2,139 13F filers) reported a position in XLK shares at 2025-03-31, 165,749,579 shares in all. 125 filers opened a position and 171 filers sold out during the quarter.

Managers
2,114
13F filers
2,139
New
125
Added
751
Reduced
836
Sold out
171
Shares held by filers
165,749,579

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
CIBC WORLD MARKET INC.81,673$16.9M0.04%-36,05613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC81,408$16.8M0.3%-52,37413F-HRTimeline
TLWM80,654$16.7M3.33%+77113F-HRTimeline
Arkadios Wealth Advisors80,538$16.6M0.63%+26,50813F-HRTimeline
Mendel Capital Management LLC79,706$16.5M9.96%+66613F-HRTimeline
Atria Investments, Inc79,329$16.4M0.21%-24,51713F-HRTimeline
McKinley Carter Wealth Services, Inc.78,852$16.3M1%-7,17713F-HRTimeline
Goldstein Advisors, LLC78,810$16.3M2.38%-20013F-HRTimeline
Bristlecone Advisors, LLC77,376$16M1.31%-29713F-HRTimeline
Prime Capital Investment Advisors, LLC77,323$16M0.19%+22,25813F-HRTimeline
Asset Management One Co., Ltd.77,105$15.9M0.06%new13F-HRTimeline
Socha Financial Group, LLC76,985$15.9M7.77%+11,69413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV76,855$15.9M1.21%+85513F-HRTimeline
Cresset Asset Management, LLC76,624$15.8M0.08%-33,72713F-HRTimeline
Composition Wealth, LLC76,512$15.8M0.32%-2,82713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.76,068$15.7M1.96%-33,79613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding75,705$15.6M-1,362Timeline
CENTAURUS FINANCIAL, INC.75,297$15.5M0.94%-2,93613F-HRTimeline
BLAIR WILLIAM & CO/IL74,071$15.3M0.05%-4,41613F-HRTimeline
Focus Financial Network, Inc.73,789$15.2M0.62%-47913F-HRTimeline
TCP Asset Management, LLC72,890$15.1M3.36%+2,00613F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA72,027$14.9M0.05%-1,45613F-HRTimelineGroup
PITTENGER & ANDERSON INC71,861$14.8M0.54%-77513F-HRTimeline
Integrated Advisors Network LLC70,841$14.6M0.74%-9,43213F-HRTimeline
Sequent Asset Management, LLC70,388$14.5M8.09%-13813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…71,345$14.5M0.43%+71,31813F-HRTimelineGroup
TSFG, LLC70,158$14.5M2.96%+2,78513F-HRTimeline
ROCKLAND TRUST CO69,941$14.4M0.73%+16,71513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…69,637$14.4M0.06%-3,46613F-HRTimelineGroup
Transform Wealth, LLC69,146$14.3M0.86%+17,25413F-HRTimeline
Allworth Financial LP69,396$14.3M0.08%-60113F-HRTimeline
J.W. COLE ADVISORS, INC.68,614$14.2M0.44%-35,85013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC78,773$14.2M14.89%13F-HRTimeline
Gladstone Institutional Advisory LLC68,478$14.1M0.66%+12,90413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,149$13.9M0.02%+42,58713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp67,023$13.8M0.05%-66,18213F-HRTimelineGroup
Pallas Capital Advisors LLC66,810$13.8M0.57%-6,20513F-HRTimeline
IEQ CAPITAL, LLC66,690$13.8M0.11%+47,44413F-HRTimeline
Horizon Investments, LLC65,872$13.6M0.41%+5,49013F-HRTimeline
Destiny Wealth Partners, LLC65,494$13.5M2.15%+2,06113F-HRTimeline
Simmons Bankin group Simmons Bank65,211$13.5M1.02%-37213F-HRTimelineGroup
Nelson Capital Management, LLC64,462$13.3M2.3%+4,67013F-HRTimeline
Venturi Wealth Management, LLC63,355$13.1M0.68%+7,12813F-HRTimeline
Mutual Advisors, LLC62,641$13.1M0.37%-6,26313F-HRTimeline
Schonfeld Strategic Advisors LLC63,241$13.1M0.09%+3,09913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP62,285$12.9M0.96%+51713F-HRTimeline
CX Institutional61,936$12.8M0.48%+8,83013F-HRTimeline
MONTAG A & ASSOCIATES INC61,742$12.7M0.64%-29113F-HRTimeline
Venture Visionary Partners LLC61,503$12.7M0.53%+4,85313F-HRTimeline
Bonfire Financial61,018$12.6M11.62%+5,96213F-HRTimeline
Circle Wealth Management, LLC60,533$12.5M0.29%+1,01613F-HRTimeline
Measured Wealth Private Client Group, L…60,099$12.4M3.98%-92013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management59,558$12.3M0.39%+43013F-HRTimelineGroup
3EDGE Asset Management, LP59,531$12.3M0.84%+8,16513F-HRTimeline
AMG National Trust Bank59,279$12.2M0.34%-75613F-HRTimeline
Affinity Capital Advisors, LLC59,693$11.8M2.35%+65613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…57,286$11.8M0.25%+1,17113F-HRTimelineGroup
SteelPeak Wealth, LLC56,754$11.7M0.5%+15,91413F-HRTimeline
Onyx Bridge Wealth Group LLC56,726$11.7M1.68%-17,02613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC55,905$11.5M2.47%-19613F-HRTimeline
Schorn Wealth LLC55,807$11.5M3.8%+57613F-HRTimeline
SYNOVUS FINANCIAL CORP55,661$11.5M0.15%-3,55713F-HRTimeline
Sigma Planning Corp55,477$11.5M0.37%+3,85313F-HRTimeline
Western Wealth Management, LLC55,129$11.4M0.75%+1,89513F-HRTimeline
Soltis Investment Advisors LLC55,106$11.4M1.02%+30,36813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,797$11.3M0.01%+8,21213F-HRTimelineGroup
Waverly Advisors, LLC54,783$11.3M0.14%+2,03313F-HRTimeline
Compton Financial Group, LLC54,133$11.2M3.22%new13F-HRTimeline
Sepio Capital, LP54,107$11.2M0.88%-46313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP53,926$11.1M1.34%-1,60013F-HRTimeline
TCV Trust & Wealth Management, Inc.53,907$11.1M1.03%-28013F-HRTimeline
MCMORGAN & CO LLC53,896$11.1M1.78%+1,44313F-HRTimeline
Merit Financial Group, LLC53,838$11.1M0.17%+77213F-HRTimeline
Fox Financial, Inc53,812$11.1M10.46%+69313F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC53,791$11.1M1.45%+66413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52,749$10.9M0.01%-1,62313F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC52,654$10.9M1.9%+30,43913F-HRTimeline
Legacy Advisors, LLC52,594$10.9M1.14%+30913F-HRTimeline
Convergence Financial, LLC52,284$10.8M2.12%+2,18713F-HRTimeline
Savvy Advisors, Inc.52,108$10.8M1.08%+6,09713F-HRTimeline
Blue Sky Capital Consultants Group, Inc.52,011$10.7M7.02%+6,65613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC51,554$10.6M1.34%-49613F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC51,333$10.6M3.14%+2,47113F-HRTimeline
Parkside Investments, LLC51,095$10.6M1.55%+2,56213F-HRTimeline
SIMPLEX TRADING, LLC50,713$10.5M0.37%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…50,631$10.5M0.15%+2,09813F-HRTimelineGroup
Orion Porfolio Solutions, LLC50,517$10.4M0.1%-4,78013F-HRTimeline
Orion Portfolio Solutions, LLC50,517$10.4M0.1%-4,78013F-HR/ATimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM50,217$10.4M1.5%-61313F-HRTimelineGroup
Serenus Wealth Advisors, LLC49,733$10.3M1.7%-5,23013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC49,444$10.2M0.15%-28613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources49,320$10.2M<0.01%+1,05113F-HRTimelineGroup
Freedom Investment Management, Inc.49,221$10.2M0.85%-5,02413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/49,121$10.1M0.01%+1,69413F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp48,753$10.1M0.04%-16,80513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC48,691$10.1M1.43%-66013F-HRTimeline
Visionary Wealth Advisors48,455$10M0.6%+2,48513F-HRTimeline
U.S. Capital Wealth Advisors, LLC48,452$10M0.31%+11,65313F-HRTimeline
J. Goldman & Co LP48,218$9.96M0.35%-46913F-HRTimeline
Tamar Securities, LLC48,009$9.91M1.34%-15,79213F-HRTimeline
Caliber Wealth Management, LLC / KS47,853$9.88M1.35%13F-HRTimeline
Larson Financial Group LLC47,779$9.87M0.47%+1,98913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,629$9.83M<0.01%-2,72413F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group47,411$9.79M1.28%-40513F-HRTimelineGroup
Apexium Financial, LP47,358$9.78M0.58%+1,91713F-HRTimeline
Elite Financial, Inc.47,026$9.71M5.13%-21413F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding46,611$9.62M-112,323Timeline
HARBOR CAPITAL ADVISORS, INC.46,150$9.53M0.43%+45,85013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC45,333$9.36M0.67%-9113F-HRTimeline
Trust Co45,151$9.32M1.11%-21,37113F-HRTimeline
B. Riley Wealth Advisors, Inc.44,944$9.28M0.28%-39,79013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV44,666$9.22M2.47%-9,48413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…44,614$9.21M0.94%+20213F-HRTimelineGroup
Thoma Capital Management LLC44,581$9.21M6.44%+1,21213F-HRTimeline
ARS Investment Partners, LLC39,507$9.19M0.83%-2613F-HRTimeline
INNEALTA CAPITAL, LLC44,266$9.14M4.95%+13,18913F-HRTimeline
Fourth Dimension Wealth, LLC44,062$9.1M4.4%-80913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC43,677$9.02M0.77%+13413F-HR/ATimeline
D.A. DAVIDSON & CO.43,440$8.97M0.07%-2,14213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.43,053$8.89M0.95%-13,36013F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…42,969$8.87M0.34%+12,19013F-HRTimelineGroup
Court Place Advisors, LLC42,946$8.87M2.94%-2,38913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.43,515$8.87M0.09%-185,11713F-HRTimeline
TUDOR INVESTMENT CORP ET AL42,732$8.82M0.08%+36,83213F-HRTimeline
Trinity Wealth Management, LLC42,653$8.81M4.02%+31613F-HRTimeline
Shepherd Financial Partners LLC42,395$8.75M1.03%+81113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.42,337$8.74M0.15%+2,53813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC42,102$8.69M0.46%-81,02813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC41,983$8.67M0.17%-80513F-HRTimeline
First National Bank of Hutchinson41,868$8.64M5.71%013F-HRTimeline
Sowell Financial Services LLC41,798$8.63M0.39%-2,85513F-HRTimeline
Darwin Wealth Management, LLC36,978$8.6M2.89%013F-HRTimeline
Jain Global LLC41,500$8.57M0.18%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.41,215$8.51M1.08%-5,79313F-HRTimeline
Coastal Bridge Advisors, LLC41,196$8.51M0.77%new13F-HR/ATimeline
Cornerstone Wealth Group, LLC41,161$8.5M0.7%-16,93013F-HRTimeline
Cooksen Wealth, LLC40,609$8.46M8.58%-8,40113F-HRTimeline
Sound View Wealth Advisors Group, LLC40,898$8.44M0.69%+1,16513F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.40,820$8.43M0.33%+18,02013F-HRTimelineGroup
Attessa Capital LLC40,735$8.41M5.5%+3,05213F-HRTimeline
Mesirow Financial Investment Management…40,459$8.35M0.16%-1,74513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding39,920$8.35M-6,537Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …39,842$8.29M0.01%-5,68013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc40,071$8.27M4.1%+1,53613F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$8.26M1.94%013F-HRTimeline
Relyea Zuckerberg Hanson LLC39,698$8.2M1.1%+113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC39,648$8.19M2.28%+1,37313F-HRTimeline
Summit Financial, LLC39,585$8.17M0.23%+13,50913F-HRTimeline
Massachusetts Wealth Management39,479$8.15M5.59%+47513F-HRTimeline
Evercore Wealth Management, LLC39,269$8.11M0.13%-1,53713F-HRTimeline
MontVue Capital Management, Inc.39,247$8.1M6.48%-58713F-HRTimeline
VestGen Advisors, LLC39,241$8.1M0.37%13F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC38,920$8.04M5.24%-2313F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.41,202$8.01M4.17%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…38,559$7.96M0.33%-55613F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding38,702$7.96M+3,439Timeline
Lindbrook Capital, LLC38,378$7.92M0.73%+21,79013F-HRTimeline
Estate Counselors, LLC38,009$7.85M0.81%-22813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,814$7.81M0.07%-88113F-HRTimelineGroup
Ciovacco Capital Management LLC37,786$7.8M5.47%-9,93013F-HRTimeline
Sequoia Financial Advisors, LLC37,779$7.8M0.06%+5,60113F-HRTimeline
Roundview Capital LLC37,613$7.77M0.56%-62413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC37,529$7.75M0.21%-16,22413F-HRTimeline
Chesapeake Wealth Management37,343$7.71M2.75%-16913F-HRTimeline
Farther Finance Advisors, LLC37,025$7.7M0.2%+5,94313F-HRTimeline
Beacon Pointe Advisors, LLC37,109$7.66M0.09%-1,84013F-HRTimeline
Clarus Wealth Advisors37,189$7.58M4.05%+5,66913F-HRTimeline
Stockman Wealth Management, Inc.36,570$7.55M1.12%+4,29913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC36,499$7.54M0.72%-44413F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…36,492$7.53M3.94%-2,58313F-HRTimeline
Providence First Trust Co36,380$7.51M3.05%-30713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV36,269$7.49M2.41%-81513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC36,163$7.47M0.28%+3613F-HRTimeline
Fairvoy Private Wealth, LLC36,027$7.44M2.04%+90513F-HRTimeline
GWN SECURITIES INC.32,275$7.42M0.42%+27,90413F-HRTimeline
United Bank35,885$7.41M3.06%+2,95813F-HRTimeline
SCOTIA CAPITAL INC.35,883$7.41M0.04%-2,77513F-HRTimeline
SkyOak Wealth, LLC35,823$7.4M1.62%-60213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.41,149$7.4M0.02%-3,89913F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA35,448$7.32M4.31%+15313F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson35,440$7.31M<0.01%new13F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.35,248$7.28M0.46%-10,18113F-HRTimelineGroup
LEUTHOLD GROUP, LLC35,157$7.26M0.94%-8,52513F-HRTimeline
One Charles Private Wealth Services, LLC34,589$7.14M2.31%+1,95613F-HRTimeline
Sandy Spring Bank34,406$7.1M0.3%-50013F-HRTimeline
FIRST MERCHANTS CORP34,402$7.1M0.28%-65013F-HRTimeline
Sage Capital Advisors,llc34,302$7.08M1.86%+2513F-HRTimeline
Dynamic Advisor Solutions LLC34,183$7.06M0.23%new13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC34,091$7.04M0.55%+56913F-HRTimeline
WEBSTER BANK, N. A.33,922$7M0.77%+4913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP33,682$6.95M0.05%+47813F-HRTimelineGroup
Sage Capital Management, LLC33,538$6.92M3.76%-513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC33,085$6.83M0.01%-94713F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC32,983$6.81M2.69%-4,36813F-HRTimeline
Round Rock Advisors LLC32,854$6.78M1.26%+1,73113F-HRTimeline
KFA Private Wealth Group, LLC32,626$6.74M2.36%+14,75013F-HRTimeline
Zullo Investment Group, Inc.32,607$6.73M2.89%-15413F-HRTimeline
Journey Advisory Group, LLC32,573$6.73M0.55%-2,55513F-HRTimeline
CALTON & ASSOCIATES, INC.32,426$6.7M1.53%+12,56013F-HR/ATimeline
Signal Advisors Wealth, LLC32,329$6.68M0.65%-34413F-HRTimeline