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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
NEW WAVE WEALTH ADVISORS LLC32,310$6.67M2.99%+5,96913F-HRTimeline
Ameraudi Asset Management, Inc.32,167$6.64M3.8%+1,27613F-HRTimeline
NorthCoast Asset Management LLC32,054$6.62M0.03%+3,73213F-HR/ATimeline
Loudon Investment Management, LLC31,968$6.6M3.77%+18013F-HRTimeline
Pinnacle Financial Partners Inc31,527$6.55M0.13%+50213F-HRTimeline
Private Wealth Advisors, LLC31,638$6.53M2.74%-5,85213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP31,602$6.53M0.28%-89813F-HRTimeline
WNY Asset Management, LLC31,422$6.49M0.77%+2,41613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV30,877$6.38M3.28%+5,10413F-HRTimeline
Keel Point, LLC30,794$6.36M0.49%+1,19713F-HRTimeline
Crews Bank & Trust30,689$6.34M1.08%+99913F-HRTimeline
Sherman Asset Management, Inc.30,678$6.33M6.05%+59113F-HRTimeline
Cranbrook Wealth Management, LLC30,642$6.33M1.47%+2,19313F-HRTimeline
Belpointe Asset Management LLC30,425$6.29M0.33%-1,59813F-HRTimeline
Capital Planning LLC30,388$6.27M1.75%-52613F-HRTimeline
L. Roy Papp & Associates, LLP30,153$6.23M0.76%-7413F-HRTimeline
Snider Financial Group30,112$6.22M2.02%-9,81613F-HRTimeline
Grassi Investment Management30,101$6.21M0.57%-9913F-HRTimeline
Cavalier Investments, LLC30,044$6.2M2.11%-5213F-HRTimeline
Quadcap Wealth Management, LLC29,780$6.15M0.89%-54213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC29,754$6.14M0.06%+1,09213F-HRTimeline
BlueStem Wealth Partners, LLC29,657$6.12M0.84%+2,23513F-HRTimeline
Colony Family Offices, LLC29,591$6.11M1.91%+53013F-HRTimeline
BOKF, NAin group BOKF, NA28,824$5.95M0.11%-4,21513F-HRTimelineGroup
Buska Wealth Management, LLC28,713$5.93M1.86%-4,24513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,685$5.92M0.16%+1,52713F-HRTimelineGroup
PFG Advisors28,607$5.91M0.33%+2,93013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV28,515$5.89M0.47%+51813F-HRTimeline
PETERSON WEALTH MANAGEMENT28,474$5.88M3.96%+43313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.28,410$5.87M0.66%-28013F-HRTimeline
Mechanics Bank Trust Department28,387$5.86M0.8%-1,62013F-HRTimeline
GARDA CAPITAL PARTNERS LP28,071$5.8M3.25%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI27,882$5.76M0.31%-20413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC27,623$5.7M0.46%-10613F-HRTimeline
BigSur Wealth Management LLC27,500$5.68M1.54%013F-HRTimeline
Pachira Investments Inc.27,424$5.66M3.98%+1,14213F-HRTimeline
Perigon Wealth Management, LLC27,346$5.65M0.14%-3313F-HRTimeline
Keystone Global Partners, LLC27,200$5.62M3.94%13F-HRTimeline
Prestige Wealth Management Group LLC27,071$5.59M1.2%-6,41913F-HR/ATimeline
BURNS J W & CO INC/NY26,986$5.57M0.72%+1,36013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding26,832$5.54M-495Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC26,805$5.53M3.2%013F-HRTimeline
Manchester Capital Management LLC26,760$5.53M0.68%+3,45213F-HRTimeline
GeoWealth Management, LLC26,722$5.52M0.22%-8,37213F-HRTimeline
DUNCKER STREETT & CO INC26,667$5.51M1.09%-1,50113F-HRTimeline
HB Wealth Management, LLC26,607$5.49M0.05%-5,25513F-HRTimeline
Fiduciary Group, LLC26,480$5.47M0.55%+2,89713F-HRTimeline
Narus Financial Partners, LLC26,451$5.46M1.86%+3,68613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,025$5.37M0.01%+14,90113F-HRTimelineGroup
JMAC ENTERPRISES LLC25,948$5.36M1.27%+1,02513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25,785$5.32M0.04%+99713F-HRTimeline
Kovack Advisors, Inc.25,753$5.32M0.56%-94113F-HRTimeline
AdvisorNet Financial, Inc25,725$5.31M0.39%-3,22013F-HRTimeline
Valeo Financial Advisors, LLC25,723$5.31M0.15%-913F-HRTimeline
SVB WEALTH LLC25,701$5.31M0.22%-3,58513F-HRTimeline
OneDigital Investment Advisors LLC25,570$5.28M0.06%+4113F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…25,514$5.27M4.21%-68013F-HRTimelineGroup
Boltwood Capital Management25,493$5.26M1.6%+1,17113F-HRTimeline
K.J. Harrison & Partners Inc25,477$5.26M1.03%013F-HRTimeline
NFSG Corp25,426$5.25M1.27%+11,12913F-HRTimeline
Destiny Capital Corp/CO25,408$5.25M3.58%+23213F-HRTimeline
WEDBUSH SECURITIES INC25,364$5.24M0.19%+1,23013F-HRTimeline
FIL Ltdin group FIL Ltd25,247$5.21M<0.01%-2,88313F-HRTimelineGroup
Caprock Group, LLC25,092$5.18M0.16%+4,05013F-HRTimeline
Graham Capital Management, L.P.25,000$5.16M0.16%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC24,983$5.16M2.87%+1,00213F-HR/ATimeline
SBI Securities Co., Ltd.24,698$5.1M0.17%+19313F-HRTimeline
Compound Planning, Inc.24,500$5.06M0.23%+8,10113F-HRTimeline
Adams Wealth Management24,296$5.02M0.98%new13F-HRTimeline
CacheTech Inc.24,296$5.02M0.98%new13F-HRTimeline
PATTEN & PATTEN INC/TN24,134$4.98M0.33%+2113F-HRTimeline
Joseph P. Lucia & Associates, LLC24,119$4.98M2.28%-29913F-HRTimeline
Bouchey Financial Group, Ltd.24,092$4.97M0.45%-55913F-HRTimeline
Valmark Advisers, Inc.24,015$4.96M0.07%+2,26313F-HRTimeline
Milestone Investment Advisors LLC23,987$4.95M1.37%-50513F-HRTimeline
Snowden Capital Advisors LLC23,861$4.93M0.16%-1,97113F-HRTimeline
AdvisorShares Investments LLC23,681$4.93M0.96%+54013F-HRTimeline
Financial Advocates Investment Manageme…23,818$4.92M0.35%-3,85813F-HRTimeline
CENTRAL TRUST Co23,775$4.91M0.12%-26713F-HRTimeline
LMR Partners LLPin group LMR Partners LLP23,588$4.87M0.1%-80,14913F-HRTimelineGroup
RiverGlades Family Offices LLC23,309$4.81M3.46%+17713F-HRTimeline
SCS Capital Management LLC23,160$4.78M0.06%new13F-HR/ATimeline
IFG Advisory, LLC23,142$4.78M0.26%+1,19613F-HRTimeline
PINNACLE ASSOCIATES LTD23,122$4.77M0.07%-1,26513F-HRTimeline
Comprehensive Wealth Management, LLC23,114$4.77M3.32%-4,83613F-HRTimeline
BFSG, LLC23,098$4.77M0.58%-12,25613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,868$4.72M0.07%-2,83713F-HRTimelineGroup
C2C Wealth Management, LLC22,855$4.72M4.43%+17013F-HRTimeline
Stonebrook Private Inc.22,820$4.71M1.22%-95613F-HRTimeline
Acorn Wealth Advisors, LLC22,808$4.71M1.96%+62513F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…22,787$4.71M1.88%013F-HRTimeline
Constitution Capital LLC22,717$4.69M2.6%+12413F-HRTimeline
OKABENA INVESTMENT SERVICES INC22,602$4.67M1.17%+19313F-HRTimeline
Dodds Wealth, LLC22,522$4.65M1.52%-77713F-HRTimeline
Mathes Company, Inc.22,500$4.65M1.89%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.22,454$4.64M1.48%+2,38813F-HRTimeline
BluePointe Capital Management, LLC22,404$4.63M1.76%+11,14013F-HRTimeline
EPG Wealth Management LLC22,229$4.59M1.28%-2,99513F-HRTimeline
WealthShield Partners, LLC22,144$4.57M0.59%-6,73313F-HRTimeline
Glenview Trust Co22,128$4.57M0.09%+31213F-HR/ATimeline
Fingerlakes Wealth Management, Inc.22,092$4.56M3.88%+4,31813F-HRTimeline
Pine Valley Investments Ltd Liability Co22,071$4.56M0.29%+2,34813F-HRTimeline
Westside Investment Management, Inc.21,972$4.54M0.97%-45113F-HRTimeline
Clay Northam Wealth Management, LLC21,946$4.53M3.17%+20913F-HRTimeline
Financial Engines Advisors L.L.C.21,887$4.52M0.01%-12713F-HRTimeline
Rockingstone Advisors LLC21,828$4.51M2.03%-2,52013F-HRTimeline
Sequent Planning LLC21,809$4.5M1.62%+7,59213F-HRTimeline
Tidemark, LLC21,807$4.5M1.65%+2,08213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,735$4.49M0.25%-3,29313F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.21,670$4.47M0.13%-6,29613F-HRTimeline
Windsor Capital Management, LLC21,625$4.47M1.37%-23613F-HRTimeline
10Elms LLP21,581$4.46M4.48%+1,31013F-HRTimeline
Capital Asset Advisory Services LLC21,178$4.44M0.23%-95013F-HRTimeline
Institute for Wealth Management, LLC.21,399$4.42M0.57%+37913F-HRTimeline
JFS WEALTH ADVISORS, LLC21,397$4.42M0.3%-60113F-HRTimeline
CenterStar Asset Management, LLC21,231$4.39M6.3%+4,86613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…21,223$4.38M0.14%+10413F-HRTimelineGroup
Narwhal Capital Management21,000$4.34M0.39%013F-HRTimeline
IronBridge Private Wealth, LLC20,899$4.32M1.7%+1,85013F-HRTimeline
St. Johns Investment Management Company…20,813$4.3M2.13%-91013F-HRTimeline
Donald L. Hagan, LLC20,755$4.29M2.24%+86913F-HRTimeline
PLIMOTH TRUST CO LLC20,544$4.24M1.1%+2,95913F-HRTimeline
Canton Hathaway, LLC20,510$4.24M0.86%-1,03113F-HRTimeline
Ring Mountain Capital, LLC20,458$4.22M3.17%+3,87813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…20,386$4.21M1.49%+7,86213F-HRTimeline
Clearstead Advisors, LLC20,337$4.2M0.07%+83813F-HRTimeline
RMR Wealth Builders20,321$4.2M0.44%+28613F-HRTimeline
San Luis Wealth Advisors LLC20,319$4.2M0.95%-59613F-HR/ATimeline
Ballentine Partners, LLC20,256$4.18M0.07%013F-HRTimeline
Capital Investment Counsel, LLC20,199$4.17M0.69%+85613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP20,189$4.17M0.1%+4,76513F-HRTimeline
AE Wealth Management LLC20,171$4.16M0.04%-26,21713F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…20,133$4.16M<0.01%-4,04113F-HRTimelineGroup
Abbot Financial Management, Inc.20,123$4.15M2.16%-31013F-HRTimeline
Avior Wealth Management, LLC20,003$4.13M0.16%-7813F-HRTimeline
Meridian Wealth Advisors, LLC19,988$4.13M0.7%+35513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC19,894$4.11M0.11%+2,10313F-HRTimeline
STALEY CAPITAL ADVISERS INC19,882$4.11M0.19%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,861$4.1M0.12%+1,56513F-HRTimelineGroup
American Money Management, LLC19,767$4.08M0.77%+66513F-HRTimeline
Arrow Investment Advisors, LLC19,578$4.04M4.28%-1,66113F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,549$4.04M0.04%-70,99513F-HRTimelineGroup
IFC Advisors LLC19,482$4.02M0.84%+15513F-HRTimeline
Shulman DeMeo Asset Management LLC19,452$4.02M1.13%-1,07613F-HRTimeline
BLB&B Advisors, LLC19,436$4.01M0.2%+14,78913F-HRTimeline
KKM Financial LLC18,748$4.01M1.7%+17313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\19,363$4M<0.01%+1,55113F-HRTimelineGroup
Pacific Sun Financial Corp19,192$3.96M2.25%+64813F-HRTimeline
Beta Wealth Group, Inc.19,100$3.94M1.42%new13F-HRTimeline
Mill Creek Capital Advisors, LLC19,014$3.93M0.1%+1513F-HRTimeline
Williams Jones Wealth Management, LLC.18,954$3.91M0.05%-2013F-HRTimeline
WHITTIER TRUST CO18,952$3.91M0.05%-47913F-HRTimeline
Rollins Financial Advisors, LLC18,918$3.91M0.68%-72113F-HR/ATimeline
World Investment Advisors18,773$3.88M0.1%+39013F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding18,748$3.87M-83,702Timeline
Heritage Wealth Advisors18,701$3.86M0.2%-61513F-HRTimeline
Fulcrum Equity Management18,699$3.86M4.22%+1,36813F-HRTimeline
Perennial Investment Advisors, LLC18,648$3.85M0.43%+87113F-HRTimeline
MONECO ADVISORS, LLC18,554$3.83M0.4%+2,84313F-HR/ATimeline
Global Assets Advisory, LLC19,398$3.83M0.72%+12,36713F-HRTimeline
Patton Albertson Miller Group, LLC18,515$3.82M0.57%+2,35513F-HR/ATimeline
WESPAC Advisors SoCal, LLC18,476$3.81M0.99%-7,42313F-HRTimeline
ABOUND FINANCIAL, LLC18,462$3.81M1.93%+3713F-HRTimeline
Vivid Wealth Management, LLC18,440$3.81M1.91%-30713F-HRTimeline
Chicago Partners Investment Group LLC17,530$3.78M0.13%+1,21013F-HRTimeline
Geneos Wealth Management Inc.18,251$3.77M0.06%-37413F-HRTimeline
Evanson Asset Management, LLC18,246$3.77M0.27%+1813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC18,212$3.76M0.51%-1,29413F-HRTimeline
Lodge Hill Capital, LLC18,190$3.76M0.89%+14,73013F-HRTimeline
Prostatis Group LLC18,144$3.75M1.18%-15,25713F-HRTimeline
5th Street Advisors, LLC18,003$3.72M1.79%+10613F-HRTimeline
Cornerstone Wealth Management, LLC17,937$3.7M0.25%+99713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,879$3.69M0.03%-1,40113F-HR/ATimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION17,807$3.68M0.36%-3,30613F-HRTimeline
Parallel Advisors, LLC17,798$3.67M0.08%+37713F-HRTimeline
Jaffetilchin Investment Partners, LLC17,759$3.67M0.27%+3313F-HRTimeline
Retirement Planning Group, LLC17,627$3.64M0.17%+4,65913F-HRTimeline
Ledyard National Bank17,627$3.64M0.36%-82513F-HRTimeline
STOCK YARDS BANK & TRUST CO17,585$3.63M0.13%-2,08513F-HRTimeline
Cresta Advisors, Ltd.17,581$3.63M1.88%-38613F-HRTimeline
Cornerstone National Bank & Trust Co17,575$3.63M1.62%+1,10213F-HRTimeline
PFG Investments, LLC17,468$3.61M0.23%-1,05813F-HRTimeline
Consolidated Portfolio Review Corp17,364$3.59M0.57%-2,15713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP17,358$3.58M0.34%+1,95013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…17,576$3.58M2.63%+55613F-HRTimeline
AAFMAA Wealth Management & Trust LLC17,327$3.58M1.62%-11,52113F-HRTimeline
Laurel Wealth Advisors LLC17,234$3.56M0.56%-48713F-HRTimeline
Forbes Financial Planning, Inc.17,210$3.55M2.63%-35213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,210$3.55M0.26%-43413F-HRTimelineGroup
Private Advisory Group LLC17,148$3.54M0.4%-7,34813F-HRTimeline
LANARK FINANCIAL, INC.17,141$3.54M0.3%+17,12313F-HRTimeline
Curat Global, LLC16,963$3.5M4.27%13F-HRTimeline
HRT FINANCIAL LP16,941$3.5M0.02%+12,15313F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,898$3.49M0.14%+11,40013F-HRTimeline
Financial Insights, Inc.16,880$3.49M1.39%+16513F-HRTimeline
TOWNSQUARE CAPITAL LLC16,854$3.48M0.04%+1,49713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC16,550$3.48M1.35%-2,64013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC16,564$3.42M1.05%+22913F-HRTimeline
Kingstone Capital Partners Texas, LLC16,483$3.4M2.74%-45113F-HRTimeline
Caldwell Trust Co16,411$3.39M0.36%-2,29813F-HRTimeline