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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
Capitol Family Office, Inc.16,424$4.16M5.42%+7813F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,417$4.16M0.23%-48113F-HRTimeline
Mezzasalma Advisors, LLC16,367$4.14M1.24%+44813F-HRTimeline
Heritage Wealth Advisors16,348$4.14M0.2%-2,35313F-HRTimeline
Fisher Asset Management, LLC16,299$4.13M<0.01%+5,06313F-HRTimeline
Successful Portfolios LLC16,275$4.12M2.53%-11213F-HRTimeline
Crestwood Advisors Group, LLC16,264$4.12M0.07%+71313F-HRTimeline
Concentric Capital Strategies, LP16,224$4.11M0.23%new13F-HRTimeline
Cresta Advisors, Ltd.16,189$4.1M2%-1,39213F-HRTimeline
Caldwell Trust Co16,166$4.09M0.41%-24513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP16,160$4.09M0.38%013F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC16,159$4.09M0.33%+7,02313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,050$4.06M0.07%-6413F-HRTimeline
Ally Invest Advisors Inc.16,043$4.06M0.32%-5213F-HRTimeline
MKT Advisors LLC16,176$4.06M1.61%+26413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,019$4.06M0.34%+76413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC15,999$4.05M0.57%-39413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,995$4.05M0.08%+7,07813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\15,987$4.05M<0.01%-3,37613F-HRTimelineGroup
Regal Investment Advisors LLC15,850$4.01M0.3%+2,09313F-HRTimeline
Gateway Wealth Partners, LLC15,695$3.97M0.75%+11,83513F-HRTimeline
Milestones Private Investment Advisors …15,659$3.97M2.94%13F-HRTimeline
Ballentine Partners, LLC15,658$3.97M0.06%-4,59813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC15,637$3.96M0.92%+1,62313F-HRTimeline
Bryn Mawr Trust Advisors, LLC15,618$3.95M0.22%+2113F-HRTimeline
D.B. Root & Company, LLC15,465$3.92M1.16%-15313F-HRTimeline
Parallel Advisors, LLC15,368$3.89M0.08%-2,43013F-HRTimeline
Pure Financial Advisors, LLC15,306$3.88M0.07%+77513F-HRTimeline
Redwood Financial Network Corp15,278$3.87M2.61%+2213F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…15,230$3.86M0.7%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC15,206$3.85M1.04%-21013F-HRTimeline
Exchange Capital Management, Inc.15,101$3.82M0.57%-35613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC15,067$3.82M2.28%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC14,903$3.77M0.99%+1813F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding14,887$3.77M-31,724Timeline
Elk River Wealth Management LLC14,861$3.76M0.65%+58513F-HRTimeline
PCG ASSET MANAGEMENT, LLC14,794$3.75M3.22%-59513F-HRTimeline
Magnus Financial Group LLC14,782$3.74M0.33%+22213F-HRTimeline
Keudell/Morrison Wealth Management14,748$3.73M0.83%013F-HRTimeline
Yoder Wealth Management, Inc.14,736$3.73M1.94%-2213F-HRTimeline
Point Windward Advisors Inc.14,722$3.73M1.68%-23513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,698$3.72M0.3%-15813F-HRTimeline
Richmond Investment Services, LLC14,648$3.71M0.78%+6,51213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC14,086$3.71M0.34%+3113F-HRTimeline
LifeSteps Financial, Inc.14,613$3.7M2.54%013F-HRTimeline
E&G Advisors, LLC14,553$3.69M0.96%+38013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD14,526$3.68M0.01%new13F-HRTimelineGroup
FF Advisors,LLC14,480$3.67M1.9%-16313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co14,462$3.66M0.05%+67113F-HRTimelineGroup
IBEX WEALTH ADVISORS14,434$3.66M0.39%+1,24513F-HRTimeline
Wellspring Financial Advisors, LLC14,403$3.65M0.37%+78813F-HRTimeline
WESBANCO BANK INC14,319$3.63M0.11%+60013F-HRTimeline
Q3 Asset Management14,180$3.59M1.27%new13F-HRTimeline
Wealthspire Advisors, LLC14,151$3.58M0.02%+1,86913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,079$3.57M0.28%+67513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC14,042$3.56M0.13%+2,34813F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.14,025$3.55M1.47%-84013F-HRTimeline
Sendero Wealth Management, LLC14,021$3.55M0.44%013F-HR/ATimeline
Blue Zone Wealth Advisors, LLC14,017$3.55M0.89%+34913F-HRTimeline
Koshinski Asset Management, Inc.13,959$3.53M0.27%-2513F-HRTimeline
Strategic Advisors LLC13,929$3.53M0.69%-35813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC13,839$3.5M0.64%+1,04613F-HRTimeline
NorthRock Partners, LLC13,795$3.49M0.09%-29313F-HR/ATimeline
Kagan Cocozza Asset Management13,781$3.49M2.68%-14813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/13,769$3.49M1.46%+3,38713F-HR/ATimelineGroup
GTS SECURITIES LLC13,742$3.48M0.16%-220,70213F-HRTimeline
Fortis Capital Advisors, LLC13,730$3.48M0.62%-92113F-HRTimeline
Onyx Bridge Wealth Group LLC13,681$3.46M0.46%-43,04513F-HRTimeline
Braun-Bostich & Associates Inc.13,601$3.44M2.35%+4,23713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC13,577$3.44M0.19%+92513F-HRTimeline
Bay Capital Advisors, LLC13,575$3.44M2.62%-60513F-HRTimeline
Northstar Advisory Group, LLC13,571$3.44M1.68%new13F-HRTimeline
West Financial Advisors, LLC13,508$3.42M0.6%new13F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP13,505$3.42M2.21%-97013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…13,495$3.42M0.47%+7013F-HRTimeline
RPg Family Wealth Advisory, LLC13,420$3.4M0.9%+1,14113F-HRTimeline
Csenge Advisory Group14,686$3.39M0.18%-48313F-HRTimeline
Roberts Wealth Advisors, LLC13,371$3.39M0.97%-8913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,352$3.38M0.29%-90113F-HRTimeline
Wedmont Private Capital13,065$3.37M0.14%-50913F-HRTimeline
Hurley Capital, LLC13,297$3.37M2.36%-33313F-HRTimeline
Acropolis Investment Management, LLC13,291$3.37M0.18%+9413F-HRTimeline
COURIER CAPITAL LLC13,249$3.35M0.2%+8,39013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,212$3.35M0.93%+33713F-HRTimelineGroup
MGO ONE SEVEN LLC13,166$3.33M0.11%+33513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…13,137$3.33M1.11%-1,10113F-HRTimeline
JMG Financial Group, Ltd.13,110$3.32M0.1%013F-HRTimeline
AdvisorNet Financial, Inc13,075$3.31M0.21%-12,65013F-HRTimeline
SAX WEALTH ADVISORS, LLC12,866$3.26M0.2%-1,18313F-HRTimeline
HAP Trading, LLC12,849$3.25M1.42%new13F-HRTimeline
Clarity Capital Partners LLC12,818$3.25M1.16%-17913F-HRTimeline
EVOKE WEALTH, LLC12,745$3.23M0.08%013F-HRTimeline
Forbes Financial Planning, Inc.12,697$3.22M2.17%-4,51313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …12,642$3.2M1.97%+2,91213F-HRTimeline
CWA Asset Management Group, LLC12,640$3.2M0.14%+7,20413F-HRTimeline
Advisor Resource Council12,597$3.19M1.57%-93,84613F-HRTimeline
RVW Wealth, LLC12,580$3.19M0.27%013F-HRTimeline
Rehmann Capital Advisory Group12,579$3.19M0.19%+4,59413F-HRTimeline
Cerro Pacific Wealth Advisors LLC12,537$3.17M0.88%-99613F-HRTimeline
CW Advisors, LLC12,448$3.15M0.03%-990,62413F-HRTimeline
Capital Asset Advisory Services LLC12,551$3.15M0.15%-8,62713F-HRTimeline
Van Cleef Asset Management,Inc12,430$3.15M0.34%-1,67513F-HRTimeline
Good Life Advisors, LLC12,430$3.15M0.2%+1,00213F-HRTimeline
Solutions 4 Wealth, Ltd12,423$3.15M5.24%+51313F-HRTimeline
COUNTRY TRUST BANK12,359$3.13M0.07%+9513F-HRTimeline
Realta Investment Advisors12,347$3.13M1.24%-61013F-HRTimeline
Cassaday & Co Wealth Management LLC12,325$3.12M0.08%+27513F-HRTimeline
Vertex Planning Partners, LLC12,320$3.12M0.65%-1,63913F-HRTimeline
SENTINEL TRUST CO LBA12,308$3.12M0.34%013F-HRTimeline
Hudson Value Partners, LLC12,287$3.11M1.07%-1,27513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC12,214$3.09M0.57%-25913F-HRTimeline
Everstar Asset Management, LLC12,209$3.09M1.89%-21013F-HRTimeline
Ciovacco Capital Management LLC12,198$3.09M1.68%-25,58813F-HRTimeline
APPLETON PARTNERS INC/MA12,176$3.08M0.22%-2513F-HRTimeline
LCNB CORP12,140$3.07M1.08%013F-HRTimeline
Agate Pass Investment Management, LLC12,085$3.06M1.26%+6113F-HRTimeline
PLANWISER FINANCIAL, LLC11,582$3.06M2.61%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC12,073$3.06M1.28%+35513F-HRTimeline
Sharkey, Howes & Javer12,056$3.05M0.41%-1,52013F-HRTimeline
Mountain Hill Investment Partners Corp.12,053$3.05M2.56%+1,31213F-HRTimeline
David J Yvars Group12,004$3.04M1.78%-1,04113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…11,952$3.03M0.39%+1,41313F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.11,931$3.02M0.11%-28,88913F-HRTimelineGroup
Arete Wealth Advisors, LLC11,824$2.99M0.21%+1,27413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.11,819$2.99M1.46%-5613F-HRTimeline
Harbour Trust & Investment Management Co11,777$2.98M0.33%-31913F-HRTimeline
1834 INVESTMENT ADVISORS CO11,744$2.97M0.38%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC11,714$2.97M0.53%-10513F-HRTimeline
Cladis Investment Advisory, LLC11,697$2.96M1.86%+30513F-HRTimeline
FAGAN ASSOCIATES, INC.11,648$2.95M0.46%-5513F-HRTimeline
Atlas Legacy Advisors, LLC11,644$2.95M0.65%-1,63113F-HRTimeline
Financial Advocates Investment Manageme…11,642$2.95M0.24%-12,17613F-HRTimeline
HERBST GROUP, LLC11,640$2.95M1.77%-6513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding11,625$2.94M-387Timeline
FineMark National Bank & Trust11,605$2.94M0.1%-51013F-HRTimeline
Koss-Olinger Consulting, LLC11,602$2.94M0.24%-2,56713F-HRTimeline
Sharper & Granite LLC11,577$2.94M1.12%+2,79313F-HRTimeline
Segment Wealth Management, LLC11,585$2.93M0.19%013F-HRTimeline
CPA Asset Management Group, LLC11,576$2.93M1.23%-6213F-HRTimeline
SONATA CAPITAL GROUP INC11,560$2.93M1.17%+19013F-HRTimeline
Retirement Planning Group, LLC11,547$2.92M0.12%-6,08013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC11,547$2.92M0.71%+2,37913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,494$2.91M2.33%-3,49513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group11,461$2.9M0.36%-35,95013F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…11,454$2.9M1.08%+74513F-HRTimeline
Disciplined Investors, L.L.C.11,400$2.89M2.25%+60813F-HRTimeline
Wilmington Savings Fund Society, FSB11,380$2.88M0.05%-58213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,345$2.87M0.05%new13F-HRTimelineGroup
Trifecta Capital Advisors, LLC11,325$2.87M0.48%013F-HRTimeline
RWA WEALTH PARTNERS, LLC11,217$2.84M0.04%-5013F-HRTimeline
SHELTON CAPITAL MANAGEMENT11,211$2.84M0.07%013F-HRTimeline
INGALLS & SNYDER LLC11,189$2.83M0.1%-34013F-HRTimeline
Prospera Financial Services Inc11,157$2.83M0.05%+28013F-HRTimeline
GWN SECURITIES INC.11,160$2.83M0.52%-21,11513F-HRTimeline
Finley Financial, LLC11,130$2.82M1.42%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,110$2.81M0.03%+1,66913F-HRTimeline
GPS Wealth Strategies Group, LLC11,080$2.81M0.32%-61713F-HRTimeline
AMERIFLEX GROUP, INC.11,158$2.8M1.47%+52913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)11,050$2.8M0.03%-15013F-HRTimelineGroup
Tactive Advisors, LLC11,045$2.8M0.9%13F-HRTimeline
Ranch Capital Advisors Inc.11,032$2.79M1.21%+14013F-HRTimeline
North Star Investment Management Corp.11,001$2.79M0.19%-16313F-HRTimeline
Atlas Private Wealth Advisors10,981$2.78M0.36%-13713F-HRTimeline
Heartwood Wealth Advisors LLC10,962$2.78M0.29%-3713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC10,927$2.77M0.95%new13F-HRTimeline
Acorns Advisers, LLC10,903$2.76M0.02%+1,66213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,862$2.75M0.12%-14413F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,845$2.75M0.3%+86513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,838$2.75M0.09%-63913F-HRTimelineGroup
Global View Capital Management LLC10,768$2.73M0.87%new13F-HRTimeline
First National Trust Co10,751$2.72M0.1%+7113F-HRTimeline
Laraway Financial Advisors Inc10,749$2.72M2.06%-16913F-HRTimeline
VISTA FINANCE, LLC10,725$2.72M2.34%-43013F-HRTimeline
Avantax Planning Partners, Inc.10,651$2.7M0.09%+1,87713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA10,650$2.7M0.01%-1,12013F-HRTimelineGroup
CAPITAL ADVISORS INC/OK10,637$2.69M0.05%+4413F-HRTimeline
CAPE ANN SAVINGS BANK10,635$2.69M1.61%-30413F-HRTimeline
BRIGHTON JONES LLC10,624$2.69M0.07%-53913F-HRTimeline
Cornerstone Advisory, LLC10,611$2.69M0.29%-1813F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,640$2.68M+200Timeline
Capital Investment Advisory Services, L…10,573$2.68M0.22%+1,12713F-HRTimeline
Ameraudi Asset Management, Inc.10,546$2.67M1.4%-21,62113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,527$2.67M0.06%-24713F-HRTimeline
VCI Wealth Management LLC10,524$2.67M0.93%+75313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,508$2.66M0.02%new13F-HRTimelineGroup
Cornerstone National Bank & Trust Co10,482$2.65M1.14%-7,09313F-HRTimeline
Lion Street Advisors, LLC10,465$2.65M0.8%-27313F-HRTimeline
Moss Adams Wealth Advisors LLC10,397$2.63M0.24%+2,04513F-HRTimeline
Balboa Wealth Partners10,275$2.6M0.52%+23113F-HRTimeline
SMART Wealth LLC10,242$2.59M0.81%-1,67313F-HRTimeline
Sunbelt Securities, Inc.11,099$2.58M0.23%+19113F-HRTimeline
Elm Partners Management LLC10,176$2.58M0.12%+8,61713F-HR/ATimeline
PKS Advisory Services, LLC10,148$2.57M0.65%-26013F-HRTimeline
Redhawk Wealth Advisors, Inc.10,148$2.57M0.32%-54513F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL10,127$2.56M0.06%+7,65913F-HRTimeline
Atom Investors LP10,118$2.56M0.23%new13F-HRTimeline
LYNCH & ASSOCIATES/IN10,114$2.56M0.52%-11013F-HRTimeline
Summit Trail Advisors, LLC10,067$2.55M0.04%-46513F-HRTimeline
Verum Partners LLC10,026$2.54M0.58%+1413F-HRTimeline
OBSIDIAN CIO, LLC10,025$2.54M0.37%+5,90413F-HRTimeline