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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
TWIN FOCUS CAPITAL PARTNERS, LLC16,393$3.38M0.53%-8,56713F-HRTimeline
CORRADO ADVISORS, LLC16,391$3.38M2.26%+1,05913F-HRTimeline
Successful Portfolios LLC16,387$3.38M2.3%-6013F-HRTimeline
Capitol Family Office, Inc.16,346$3.38M4.78%+14,94813F-HR/ATimeline
One Wealth Map LLC17,792$3.34M2.22%+17413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP16,160$3.34M0.32%013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO16,114$3.33M0.08%+68713F-HRTimeline
Ally Invest Advisors Inc.16,095$3.32M0.28%-23713F-HRTimeline
NewEdge Wealth, LLC16,094$3.32M0.06%+1,58513F-HRTimeline
Gold Investment Management Ltd.15,966$3.3M1.39%+1,05813F-HRTimeline
Mezzasalma Advisors, LLC15,919$3.29M1.14%+45113F-HRTimeline
CHANNEL WEALTH LLC15,809$3.26M1.01%+4,49013F-HRTimeline
CHOREO, LLC15,788$3.26M0.05%-2,36213F-HRTimeline
D.B. Root & Company, LLC15,618$3.22M1.04%-4,81713F-HRTimeline
Bryn Mawr Trust Advisors, LLC15,597$3.22M0.19%-2,13713F-HRTimeline
Crestwood Advisors Group, LLC15,551$3.21M0.06%+24113F-HRTimeline
Exchange Capital Management, Inc.15,457$3.19M0.52%-21213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC15,416$3.18M1.04%-96213F-HRTimeline
PCG ASSET MANAGEMENT, LLC15,389$3.18M2.97%+51113F-HRTimeline
FF Advisors,LLC14,643$3.16M1.81%-49313F-HRTimeline
Redwood Financial Network Corp15,256$3.15M2.4%-38313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,255$3.15M0.29%+1,44513F-HR/ATimeline
Cerro Pacific Wealth Advisors LLC13,533$3.15M1.02%-40313F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…15,230$3.14M0.61%-7,20013F-HRTimelineGroup
EHRLICH FINANCIAL GROUP15,229$3.14M2.29%+1513F-HRTimeline
One River Asset Management, LLC15,129$3.12M11.5%+9013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC15,067$3.11M2.02%013F-HRTimeline
BRIGHT ROCK CAPITAL MANAGEMENT, LLC15,000$3.1M0.65%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC14,989$3.09M2.35%-3,94013F-HRTimeline
Point Windward Advisors Inc.14,957$3.09M1.23%+1,57913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC14,885$3.07M0.86%+1,16313F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.14,865$3.07M1.39%-1,16213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,856$3.07M0.27%+11313F-HRTimeline
Yoder Wealth Management, Inc.14,758$3.05M1.71%+3313F-HRTimeline
Keudell/Morrison Wealth Management14,748$3.05M0.72%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp14,714$3.04M0.2%-3,69013F-HRTimelineGroup
Fortis Capital Advisors, LLC14,651$3.03M0.61%-48113F-HRTimeline
LifeSteps Financial, Inc.14,613$3.02M2.45%-3313F-HRTimeline
Magnus Financial Group LLC14,560$3.01M0.29%-2,07913F-HRTimeline
Pure Financial Advisors, LLC14,531$3M0.06%+1,76313F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP14,475$2.99M2.01%+73013F-HRTimelineGroup
Strategic Advisors LLC14,287$2.95M0.57%-1,85813F-HRTimeline
Elk River Wealth Management LLC14,276$2.95M0.55%-26313F-HRTimeline
Collier Financial14,269$2.95M2.5%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,253$2.94M0.3%+4,74413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…14,238$2.94M1.06%-51713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,055$2.93M0.31%+70413F-HRTimeline
Bay Capital Advisors, LLC14,180$2.93M2.44%+6313F-HRTimeline
E&G Advisors, LLC14,173$2.93M0.83%-8013F-HRTimeline
Koss-Olinger Consulting, LLC14,169$2.93M0.25%+20313F-HRTimeline
Csenge Advisory Group15,169$2.93M0.17%-94513F-HRTimeline
MKT Advisors LLC15,912$2.92M1.37%+1,52013F-HRTimeline
Van Cleef Asset Management,Inc14,105$2.91M0.33%-33513F-HRTimeline
NorthRock Partners, LLC14,088$2.91M0.1%-56013F-HRTimeline
SAX WEALTH ADVISORS, LLC14,049$2.9M0.21%+36913F-HRTimeline
Sendero Wealth Management, LLC14,021$2.9M0.4%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC14,014$2.89M0.73%+16913F-HRTimeline
Crew Capital Management, Ltd14,005$2.89M2.36%+15513F-HRTimeline
CTC Alternative Strategies, Ltd.14,003$2.89M3.53%new13F-HRTimeline
Koshinski Asset Management, Inc.13,984$2.89M0.25%+14813F-HRTimeline
Vertex Planning Partners, LLC13,959$2.88M0.63%-77413F-HRTimeline
Kagan Cocozza Asset Management13,929$2.88M2.35%-14413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,911$2.87M0.04%+3,04013F-HRTimelineGroup
GROUP ONE TRADING LLC13,868$2.86M0.12%new13F-HRTimeline
Simplicity Wealth,LLC13,816$2.85M0.22%+8,57013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co13,791$2.85M0.04%-88613F-HRTimelineGroup
Regal Investment Advisors LLC13,757$2.84M0.23%-6,74113F-HRTimeline
WESBANCO BANK INC13,719$2.83M0.1%-2513F-HRTimeline
Blue Zone Wealth Advisors, LLC13,668$2.82M0.78%-33013F-HRTimeline
Hurley Capital, LLC13,630$2.81M2.13%-1,12513F-HRTimeline
Fluent Financial, LLC13,619$2.81M1.23%new13F-HRTimeline
Wellspring Financial Advisors, LLC13,615$2.81M0.31%+4,00013F-HRTimeline
Sharkey, Howes & Javer13,576$2.8M0.4%-74813F-HRTimeline
Hudson Value Partners, LLC13,562$2.8M1.05%+18013F-HRTimeline
Roberts Wealth Advisors, LLC13,460$2.78M0.86%-14113F-HRTimeline
DRW Securities, LLC13,424$2.77M0.23%-6,07513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,425$2.77M0.42%+4213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,404$2.77M0.25%-99413F-HR/ATimeline
Atlas Legacy Advisors, LLC13,275$2.74M0.7%-6,78213F-HRTimeline
Acropolis Investment Management, LLC13,197$2.72M0.16%-10013F-HRTimeline
IBEX WEALTH ADVISORS13,189$2.72M0.36%-92913F-HRTimeline
First Business Financial Services, Inc.13,135$2.71M0.27%-15013F-HRTimeline
JMG Financial Group, Ltd.13,110$2.71M0.09%013F-HRTimeline
David J Yvars Group13,045$2.69M2.12%-20913F-HRTimeline
Wedmont Private Capital13,574$2.69M0.14%-1,15113F-HRTimeline
Clarity Capital Partners LLC12,997$2.68M1.08%+10613F-HRTimeline
Realta Investment Advisors12,957$2.68M1.22%-3,22913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,875$2.66M0.68%-40613F-HRTimelineGroup
MGO ONE SEVEN LLC12,831$2.65M0.1%+12213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC12,793$2.64M0.51%+9,40613F-HRTimeline
EVOKE WEALTH, LLC12,745$2.63M0.07%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,652$2.61M0.16%-4,21913F-HRTimeline
RVW Wealth, LLC12,580$2.6M0.24%-81713F-HRTimeline
Marcum Wealth, LLC12,475$2.58M0.22%+24013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC12,473$2.58M0.54%-22713F-HRTimeline
Strategic Financial Partners, Ltd.12,420$2.56M1.35%-1,75813F-HRTimeline
Everstar Asset Management, LLC12,419$2.56M1.7%+38413F-HR/ATimeline
SENTINEL TRUST CO LBA12,308$2.54M0.3%013F-HRTimeline
Wealthspire Advisors, LLC12,282$2.54M0.02%-1,08613F-HRTimeline
RPg Family Wealth Advisory, LLC12,279$2.54M0.72%new13F-HRTimeline
COUNTRY TRUST BANK12,264$2.53M0.06%-11,24413F-HR/ATimeline
Dorsey Wright & Associates12,265$2.53M0.64%-34013F-HRTimeline
Trilogy Capital Inc.12,238$2.53M0.13%-20,30213F-HRTimeline
APPLETON PARTNERS INC/MA12,201$2.52M0.19%-75913F-HRTimeline
LCNB CORP12,140$2.51M0.92%+35013F-HRTimeline
FineMark National Bank & Trust12,115$2.5M0.09%-22013F-HRTimeline
Harbour Trust & Investment Management Co12,096$2.5M0.3%-9913F-HRTimeline
Leslie Global Wealth, LLC12,087$2.5M1.21%+88713F-HRTimeline
Cassaday & Co Wealth Management LLC12,050$2.49M0.07%-1513F-HRTimeline
Haverford Trust Co12,031$2.48M0.03%+34113F-HRTimeline
Agate Pass Investment Management, LLC12,024$2.48M1.06%+2,11013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding12,012$2.48M+860Timeline
Wilmington Savings Fund Society, FSB11,962$2.47M0.05%+8013F-HRTimeline
SMART Wealth LLC11,915$2.46M0.88%-4,05513F-HRTimeline
Solutions 4 Wealth, Ltd11,910$2.46M4.34%-17313F-HRTimeline
Midwest Professional Planners, LTD.11,901$2.46M0.76%new13F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…11,886$2.45M9.96%013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.11,875$2.45M1.3%+72513F-HRTimeline
Encompass More Asset Management11,835$2.44M0.73%+1,27413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC11,819$2.44M0.47%+57913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA11,770$2.43M0.01%+1,05613F-HR/ATimelineGroup
1834 INVESTMENT ADVISORS CO11,744$2.42M0.31%-18513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC11,718$2.42M1.09%+3,48613F-HRTimeline
HERBST GROUP, LLC11,705$2.42M1.71%-4413F-HRTimeline
Fort Point Capital Partners LLC11,703$2.42M0.27%+48413F-HRTimeline
FAGAN ASSOCIATES, INC.11,703$2.42M0.4%-46013F-HRTimeline
GPS Wealth Strategies Group, LLC11,697$2.42M0.33%-1,32713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC11,694$2.41M0.09%-38613F-HRTimeline
CPA Asset Management Group, LLC11,638$2.4M1.06%-6713F-HRTimeline
Segment Wealth Management, LLC11,585$2.39M0.16%-7013F-HRTimeline
INGALLS & SNYDER LLC11,529$2.38M0.08%-67213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,477$2.37M0.09%+33313F-HRTimelineGroup
Good Life Advisors, LLC11,428$2.36M0.17%+2,02713F-HRTimeline
Cladis Investment Advisory, LLC11,392$2.35M1.7%+23613F-HRTimeline
SONATA CAPITAL GROUP INC11,370$2.35M1.02%-62513F-HRTimeline
SeaBridge Investment Advisors LLC11,329$2.34M0.51%-38213F-HRTimeline
Trifecta Capital Advisors, LLC11,325$2.34M0.49%-74113F-HRTimeline
Finley Financial, LLC11,130$2.33M1.3%-10013F-HRTimeline
RWA WEALTH PARTNERS, LLC11,267$2.33M0.03%+61013F-HRTimeline
BlackDiamond Wealth Management, LLC10,685$2.32M1.57%+65513F-HRTimeline
Fisher Asset Management, LLC11,236$2.32M<0.01%-1,13713F-HRTimeline
SHELTON CAPITAL MANAGEMENT11,211$2.31M0.06%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)11,200$2.31M0.03%-4,86013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC11,175$2.31M0.97%+1,87013F-HRTimeline
GREENLEAF TRUST11,164$2.31M0.02%+2,66013F-HRTimeline
North Star Investment Management Corp.11,164$2.31M0.17%-2613F-HRTimeline
BRIGHTON JONES LLC11,163$2.31M0.07%+1,68613F-HRTimeline
VISTA FINANCE, LLC11,155$2.3M2%+2113F-HRTimeline
Atlas Private Wealth Advisors11,118$2.3M0.32%-66413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,006$2.27M0.11%-11613F-HRTimelineGroup
Bramshill Investments, LLC11,000$2.27M0.23%-8,54813F-HRTimeline
Cornerstone Advisory, LLC10,629$2.27M0.27%+10613F-HRTimeline
Heartwood Wealth Advisors LLC10,999$2.27M0.26%-49113F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,978$2.27M0.06%new13F-HRTimelineGroup
CAPE ANN SAVINGS BANK10,939$2.26M1.42%-95513F-HRTimeline
Laraway Financial Advisors Inc10,918$2.25M1.79%+67713F-HRTimeline
Strategic Blueprint, LLC10,911$2.25M0.12%+33313F-HRTimeline
Sunbelt Securities, Inc.10,908$2.25M0.2%-19113F-HRTimeline
Sheaff Brock Investment Advisors, LLC10,893$2.25M0.21%+70213F-HRTimeline
Ranch Capital Advisors Inc.10,892$2.25M1.07%-32713F-HRTimeline
Prospera Financial Services Inc10,877$2.25M0.05%-10,30513F-HRTimeline
Legacy Private Trust Co.10,832$2.24M0.15%-3,28713F-HRTimeline
Disciplined Investors, L.L.C.10,792$2.23M2.01%+93313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,774$2.22M0.06%013F-HRTimeline
MAS Advisors LLC10,770$2.22M3.42%+3,07113F-HRTimeline
Mountain Hill Investment Partners Corp.10,741$2.22M2.17%+78513F-HRTimeline
Lion Street Advisors, LLC10,738$2.22M0.7%-5713F-HRTimeline
Investor's Fiduciary Advisor Network, L…10,709$2.21M1.04%-1,43313F-HRTimeline
Redhawk Wealth Advisors, Inc.10,693$2.21M0.3%-28,54513F-HRTimeline
First National Trust Co10,680$2.21M0.09%-20713F-HRTimeline
Wall Street Financial Group, Inc.10,656$2.2M2.28%-21413F-HRTimeline
AMERIFLEX GROUP, INC.10,629$2.19M0.9%+10,03913F-HRTimeline
CAPITAL ADVISORS INC/OK10,593$2.19M0.04%-5713F-HRTimeline
Arete Wealth Advisors, LLC10,550$2.18M0.17%+2,15813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10,539$2.18M0.37%+2,33913F-HRTimeline
Summit Trail Advisors, LLC10,532$2.17M0.07%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,440$2.17M+2,239Timeline
Virtu Financial LLCin group Virtu Financial LLC10,501$2.17M0.12%-8,11313F-HRTimelineGroup
WOLVERINE TRADING, LLC10,419$2.15M0.07%new13F-HRTimeline
PKS Advisory Services, LLC10,408$2.15M0.59%-73013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/10,382$2.14M1.02%-15013F-HRTimelineGroup
LYNCH & ASSOCIATES/IN10,224$2.11M0.46%013F-HRTimeline
Bragg Financial Advisors, Inc10,149$2.1M0.09%-1,12913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,103$2.09M0.11%+1,69313F-HRTimelineGroup
USAdvisors Wealth Management, LLC10,098$2.08M0.73%-20113F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,075$2.08M0.05%+2,81113F-HRTimeline
STRATEGY ASSET MANAGERS LLC10,060$2.08M0.43%+27613F-HRTimeline
Balboa Wealth Partners10,044$2.07M0.5%+11913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,917$2.07M0.05%013F-HRTimelineGroup
Verum Partners LLC10,012$2.07M0.56%-813F-HRTimeline
SeaCrest Wealth Management, LLC9,980$2.06M0.23%-9313F-HRTimeline
ADIRONDACK TRUST CO9,979$2.06M0.81%-4313F-HRTimeline
Bison Wealth, LLC9,893$2.06M0.19%+4,21213F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.9,946$2.05M0.83%-86013F-HRTimeline
McHugh Group, LLC9,932$2.05M1.55%013F-HRTimeline
Chicago Wealth Management, Inc.9,865$2.04M1.07%+1,98413F-HRTimeline
Mattern Wealth Management LLC9,822$2.03M0.45%-16013F-HRTimeline
CAXTON ASSOCIATES LLP9,784$2.02M0.07%13F-HRTimeline
VCI Wealth Management LLC9,771$2.02M0.85%new13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …9,730$2.01M1.39%-7713F-HRTimeline