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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
NewSquare Capital LLC87,617$21.7M1.61%+3,98913F-HRTimeline
Black Swift Group, LLC85,652$21.7M4.38%-14,88513F-HRTimeline
TradeWell Securities, LLC.85,469$21.6M10.35%-73613F-HRTimeline
AlphaCore Capital LLC84,914$21.5M0.82%+83,67213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp84,830$21.5M0.61%-7,60213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…84,184$21.3M0.47%+26,89813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC84,178$21.3M0.03%-1,229,03313F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.81,474$20.6M0.3%new13F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.80,999$20.5M0.5%-1,08713F-HRTimelineGroup
Midwest Trust Co80,701$20.4M0.28%13F-HRTimeline
Allworth Financial LP78,328$19.8M0.1%+8,93213F-HRTimeline
TSFG, LLC77,834$19.7M3.57%+7,67613F-HRTimeline
Bristlecone Advisors, LLC76,835$19.5M1.63%-54113F-HRTimeline
Mendel Capital Management LLC76,310$19.3M11.02%-3,39613F-HRTimeline
TCP Asset Management, LLC76,226$19.3M3.83%+3,33613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding76,172$19.3M+467Timeline
Atria Wealth Solutions, Inc.75,646$19.2M0.43%-74,12313F-HRTimeline
Integrated Advisors Network LLC74,490$18.9M0.85%+3,64913F-HRTimeline
CENTAURUS FINANCIAL, INC.74,187$18.8M1.1%-1,11013F-HRTimeline
Focus Financial Network, Inc.73,843$18.7M0.74%+5413F-HRTimeline
Horizon Investments, LLC73,130$18.5M0.29%+7,25813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP73,049$18.5M1.24%+10,76413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV72,751$18.4M1.27%-4,10413F-HRTimeline
Sequent Asset Management, LLC70,130$17.8M14.18%-25813F-HRTimeline
PITTENGER & ANDERSON INC69,845$17.7M0.65%-2,01613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…69,774$17.7M0.07%+13713F-HRTimelineGroup
CX Institutional68,758$17.4M0.61%+6,82213F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding68,398$17.3M-16,290Timeline
Destiny Wealth Partners, LLC67,707$17.1M2.3%+2,21313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.67,087$17M0.02%-44,24813F-HRTimelineGroup
Composition Wealth, LLC66,723$16.9M0.28%-9,78913F-HRTimeline
Presper Financial Architects, LLC66,645$16.9M12.56%13F-HRTimeline
Gladstone Institutional Advisory LLC66,402$16.8M0.69%-2,07613F-HRTimeline
Circle Wealth Management, LLC66,073$16.7M0.37%+5,54013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp66,046$16.7M0.06%-97713F-HRTimelineGroup
Arkadios Wealth Advisors65,911$16.7M0.5%-14,62713F-HRTimeline
Mutual Advisors, LLC62,938$16.5M0.41%+29713F-HRTimeline
Bonfire Financial65,111$16.5M13.53%+4,09313F-HRTimeline
Nelson Capital Management, LLC65,072$16.5M2.18%+61013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.63,645$16.1M1.97%-12,42313F-HRTimeline
Simmons Bankin group Simmons Bank63,451$16.1M1.15%-1,76013F-HRTimelineGroup
Socha Financial Group, LLC63,171$16M7.12%-13,81413F-HRTimeline
Waverly Advisors, LLC63,078$16M0.18%+8,29513F-HRTimeline
Parkside Investments, LLC62,717$15.9M2.16%+11,62213F-HRTimeline
Robertson Stephens Wealth Management, L…62,665$15.9M0.55%-43,01213F-HRTimeline
Venture Visionary Partners LLC62,230$15.8M0.59%+72713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management62,090$15.7M0.56%+2,53213F-HRTimelineGroup
Savvy Advisors, Inc.61,625$15.6M1.04%+9,51713F-HRTimeline
MONTAG A & ASSOCIATES INC61,179$15.5M0.75%-56313F-HRTimeline
Signal Advisors Wealth, LLC60,660$15.4M1.2%+28,33113F-HRTimeline
Foundations Investment Advisors, LLC60,524$15.3M0.24%-27,69213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…59,595$15.1M0.01%+6,84613F-HRTimelineGroup
AMG National Trust Bank59,325$15M0.39%+4613F-HRTimeline
Affinity Capital Advisors, LLC59,100$15M2.57%-59313F-HRTimeline
Convergence Financial, LLC58,891$14.9M2.57%+6,60713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management58,710$14.9M0.03%+52,80113F-HRTimelineGroup
Measured Wealth Private Client Group, L…58,628$14.8M4.44%-1,47113F-HRTimeline
Venturi Wealth Management, LLC58,430$14.8M0.73%-4,92513F-HRTimeline
SYNOVUS FINANCIAL CORP58,362$14.8M0.18%+2,70113F-HRTimeline
Cresset Asset Management, LLC58,270$14.8M0.07%-18,35413F-HR/ATimeline
Blue Sky Capital Consultants Group, Inc.58,192$14.7M7.57%+6,18113F-HRTimeline
Visionary Wealth Advisors56,958$14.4M0.74%+8,50313F-HRTimeline
SYKON CAPITAL LLC55,946$14.2M5.17%new13F-HRTimeline
Cooksen Wealth, LLC55,831$14.1M11.36%+15,22213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC55,981$14M2.32%new13F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.55,011$13.9M1.22%+1,10413F-HRTimeline
Prime Capital Investment Advisors, LLC54,699$13.9M0.18%-22,62413F-HRTimeline
Merit Financial Group, LLC54,667$13.8M0.15%+82913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC54,565$13.8M1.56%+77413F-HRTimeline
Orion Porfolio Solutions, LLC54,434$13.8M0.12%+3,91713F-HR/ATimeline
MCMORGAN & CO LLC54,369$13.8M2.03%+47313F-HRTimeline
Fox Financial, Inc54,266$13.7M11.62%+45413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC53,719$13.6M2.39%-2,18613F-HRTimeline
Western Wealth Management, LLC53,525$13.6M0.81%-1,60413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources53,523$13.6M<0.01%+4,20313F-HRTimelineGroup
Modern Wealth Management, LLC52,902$13.4M0.33%+47,00713F-HR/ATimeline
Sepio Capital, LP52,629$13.3M0.95%-1,47813F-HRTimeline
GeoWealth Management, LLC52,057$13.2M0.51%+25,33513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC51,632$13.1M2.27%-1,02213F-HRTimeline
Schorn Wealth LLC51,537$13.1M4.32%-4,27013F-HRTimeline
ROCKLAND TRUST CO51,439$13M0.63%-18,50213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC51,385$13M0.18%+1,94113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…51,330$13M0.18%+69913F-HRTimelineGroup
Sigma Planning Corp51,320$13M0.39%-4,15713F-HRTimeline
NWAM LLC49,043$12.9M0.75%new13F-HR/ATimeline
Elite Financial, Inc.48,858$12.8M6.31%+1,83213F-HRTimeline
U.S. Capital Wealth Advisors, LLC50,344$12.7M0.37%+1,89213F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM49,477$12.5M1.71%-74013F-HRTimelineGroup
Tamar Securities, LLC48,882$12.4M1.5%+87313F-HRTimeline
HBW ADVISORY SERVICES LLC48,527$12.3M1.52%-16413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/48,013$12.1M0.01%-1,10813F-HR/ATimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC47,829$12.1M1.4%-3,72513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP47,461$12M1.4%-6,46513F-HRTimeline
Fourth Dimension Wealth, LLC47,195$12M5.05%+3,13313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC47,014$11.9M0.92%+1,68113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp46,933$11.9M<0.01%-69613F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding44,008$11.8M+4,088Timeline
Coastal Bridge Advisors, LLC46,481$11.8M0.98%+5,28513F-HRTimeline
Caliber Wealth Management, LLC / KS46,423$11.8M1.26%-1,43013F-HRTimeline
DRW Securities, LLC46,371$11.7M0.83%+32,94713F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…46,309$11.7M0.4%+3,34013F-HRTimelineGroup
Apexium Financial, LP46,132$11.7M0.62%-1,22613F-HRTimeline
Larson Financial Group LLC46,125$11.7M0.47%-1,65413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …46,025$11.6M0.02%+6,18313F-HRTimelineGroup
Summit Financial, LLC45,036$11.4M0.26%+5,45113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…44,627$11.3M0.42%+6,06813F-HRTimelineGroup
Stelac Advisory Services LLC44,585$11.3M4.29%+38,04013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.44,477$11.3M0.19%+2,14013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC44,418$11.2M0.88%+74113F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding43,975$11.1M+17,143Timeline
Thoma Capital Management LLC43,578$11M7.02%-1,00313F-HRTimeline
D.A. DAVIDSON & CO.43,313$11M0.08%-12713F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding43,277$11M+4,575Timeline
Pallas Capital Advisors LLC42,878$10.9M0.41%-23,93213F-HRTimeline
Sound View Wealth Advisors Group, LLC42,811$10.8M0.8%+1,91313F-HRTimeline
Shepherd Financial Partners LLC42,651$10.8M1.14%+25613F-HRTimeline
Sowell Financial Services LLC42,643$10.8M0.44%+84513F-HRTimeline
IEQ CAPITAL, LLC42,590$10.8M0.07%-24,10013F-HRTimeline
Fairvoy Private Wealth, LLC42,451$10.7M2.67%+6,42413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC42,360$10.7M0.19%+37713F-HRTimeline
ARS Investment Partners, LLC42,228$10.7M0.78%+2,72113F-HRTimeline
First National Bank of Hutchinson41,868$10.6M6.6%013F-HRTimeline
Court Place Advisors, LLC41,796$10.6M3.33%-1,15013F-HRTimeline
Mesirow Financial Investment Management…41,701$10.6M0.21%+1,24213F-HRTimeline
Cercano Management LLC41,312$10.5M0.3%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…40,553$10.3M0.96%-4,06113F-HRTimelineGroup
Massachusetts Wealth Management40,508$10.3M5.79%+1,02913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.39,986$10.2M4.84%-1,21613F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp40,451$10.2M0.03%-8,30213F-HRTimelineGroup
Keel Point, LLC40,280$10.2M0.67%+9,48613F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$10.1M2.16%013F-HRTimeline
Darwin Wealth Management, LLC39,982$10.1M3.5%+3,00413F-HRTimeline
Relyea Zuckerberg Hanson LLC39,680$10M1.18%-1813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39,663$10M0.72%+11,14813F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co39,248$9.94M2.25%new13F-HRTimelineGroup
SCS Capital Management LLC39,233$9.94M0.11%+16,07313F-HRTimeline
Evercore Wealth Management, LLC39,222$9.93M0.15%-4713F-HRTimeline
VestGen Advisors, LLC38,307$9.89M0.39%-93413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.39,011$9.88M1.02%-4,04213F-HRTimeline
Cornerstone Wealth Group, LLC38,917$9.85M0.74%-2,24413F-HRTimeline
LEUTHOLD GROUP, LLC38,893$9.85M1.18%+3,73613F-HRTimeline
Sequoia Financial Advisors, LLC38,836$9.83M0.07%+1,05713F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC38,738$9.81M5.59%-18213F-HRTimeline
Attessa Capital LLC38,701$9.8M6.27%-2,03413F-HRTimeline
MontVue Capital Management, Inc.38,628$9.78M6.96%-61913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV38,628$9.78M2.13%-6,03813F-HRTimeline
SkyOak Wealth, LLC38,162$9.66M1.94%+2,33913F-HRTimeline
O'ROURKE & COMPANY, Inc38,122$9.65M4.51%-1,94913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC38,100$9.65M2.42%-1,54813F-HRTimeline
Clarus Wealth Advisors37,543$9.62M4.45%+35413F-HRTimeline
Stockman Wealth Management, Inc.37,750$9.56M1.3%+1,18013F-HRTimeline
Beacon Pointe Advisors, LLC37,720$9.55M0.1%+61113F-HRTimeline
Pinnacle Financial Partners Inc37,335$9.45M0.2%+5,80813F-HRTimeline
SG Americas Securities, LLC37,292$9.44M0.04%-63,63313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …37,235$9.43M0.22%+8,55013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,150$9.41M0.08%-66413F-HRTimelineGroup
Global Retirement Partners, LLC36,950$9.36M0.23%13F-HRTimeline
Rothschild Capital Partners, LLC36,947$9.36M2.46%-55,50413F-HRTimeline
Chesapeake Wealth Management36,822$9.32M3.11%-52113F-HRTimeline
3EDGE Asset Management, LP37,108$9.32M0.58%-22,42313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,663$9.28M0.01%+10,63813F-HRTimelineGroup
Dynamic Advisor Solutions LLC36,572$9.26M0.29%+2,38913F-HRTimeline
United Bank36,548$9.26M3.54%+66313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV36,546$9.25M2.8%+27713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC36,325$9.2M0.08%+6,57113F-HRTimeline
Providence First Trust Co36,251$9.18M3.24%-12913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.36,085$9.14M0.02%-5,06413F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA35,803$9.07M4.81%+35513F-HRTimeline
WCG Wealth Advisors LLC35,622$9.02M0.58%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC35,600$9.01M0.83%-89913F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC35,571$9.01M2.99%+2,58813F-HR/ATimeline
CALTON & ASSOCIATES, INC.35,468$8.98M1.55%+3,04213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp35,414$8.97M0.2%+34,27213F-HRTimelineGroup
Geneos Wealth Management Inc.35,349$8.95M0.22%+17,09813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC35,348$8.95M0.01%+2,26313F-HRTimelineGroup
Freedom Investment Management, Inc.35,255$8.93M0.71%-13,96613F-HRTimeline
B. Riley Wealth Advisors, Inc.35,115$8.89M0.43%-9,82913F-HRTimeline
SCOTIA CAPITAL INC.34,996$8.86M0.04%-88713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP34,940$8.85M0.06%+1,25813F-HRTimelineGroup
FORONJY FINANCIAL LLC34,940$8.85M4.14%13F-HRTimeline
SteelPeak Wealth, LLC34,919$8.84M0.34%-21,83513F-HRTimeline
Roundview Capital LLC34,803$8.81M0.59%-2,81013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,362$8.7M0.21%-3,16713F-HRTimeline
Asset Management One Co., Ltd.34,335$8.69M0.03%-42,77013F-HRTimeline
Sage Capital Advisors,llc34,165$8.65M2.14%-13713F-HRTimeline
NorthCoast Asset Management LLC34,156$8.65M0.04%+2,10213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC34,121$8.64M0.64%+3013F-HRTimeline
WEBSTER BANK, N. A.34,110$8.64M0.89%+18813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management34,087$8.63M0.11%+11,21913F-HRTimelineGroup
Journey Advisory Group, LLC34,039$8.62M0.67%+1,46613F-HRTimeline
One Charles Private Wealth Services, LLC34,025$8.62M2.42%-56413F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.33,986$8.61M1.02%-7,22913F-HRTimeline
Sage Capital Management, LLC33,804$8.56M4.12%+26613F-HRTimeline
FIRST MERCHANTS CORP33,481$8.48M0.33%-92113F-HRTimeline
GR FINANCIAL GROUP, LLC33,437$8.47M2.07%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC33,127$8.39M0.3%-3,03613F-HRTimeline
Trust Co33,117$8.39M0.95%-12,03413F-HRTimeline
IFP Advisors, Inc33,036$8.37M0.24%-76,38213F-HRTimeline
Polianta Ltd33,000$8.36M3.6%new13F-HRTimeline
Zullo Investment Group, Inc.32,978$8.35M3.39%+37113F-HRTimeline