Skip to content
Disclosery

XLK SELECT SECTOR SPDR TR

Follow

SHS (fund)

2,642 managers (2,673 13F filers) reported a position in XLK shares at 2026-06-30, 347,635,327 shares in all. 308 filers opened a position and 71 filers sold out during the quarter.

Managers
2,642
13F filers
2,673
New
308
Added
880
Reduced
967
Sold out
71
Shares held by filers
347,635,327

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
First Citizens Financial Corp21,422$4.08M1.71%-2,11113F-HRTimeline
Summit Trail Advisors, LLC21,363$4.07M0.05%-1,98013F-HRTimeline
Finley Financial, LLC21,360$4.07M1.64%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA21,694$4.07M0.11%-1,22413F-HRTimelineGroup
NIXON PEABODY TRUST CO21,335$4.06M0.29%013F-HRTimeline
North Star Investment Management Corp.21,335$4.06M0.22%-1513F-HRTimeline
Ranch Capital Advisors Inc.21,175$4.03M1.28%-1313F-HRTimeline
Heartwood Wealth Advisors LLC21,162$4.03M0.31%-13113F-HRTimeline
Laraway Financial Advisors Inc21,066$4.01M2.44%+8713F-HRTimeline
Keystone Financial Group21,038$4.01M0.24%+1,81513F-HRTimeline
FAGAN ASSOCIATES, INC.20,968$3.99M0.49%-68413F-HRTimeline
IMC-Chicago, LLC20,937$3.99M0.04%-1,98013F-HRTimeline
SURIENCE PRIVATE WEALTH LLC20,886$3.98M3.5%new13F-HRTimeline
Van Cleef Asset Management,Inc20,810$3.96M0.4%-3,57513F-HRTimeline
PlanVest Financial, Inc20,805$3.96M2.65%-42513F-HRTimeline
Arbor Wealth Management LLC\AZ20,795$3.96M3.52%+32213F-HRTimeline
CAPE ANN SAVINGS BANK20,760$3.96M1.86%-27013F-HRTimeline
Harbour Trust & Investment Management Co20,690$3.94M0.38%-23113F-HRTimeline
Avantax Planning Partners, Inc.20,524$3.91M0.1%-74113F-HRTimeline
Orion Porfolio Solutions, LLC20,500$3.91M0.03%-13,96413F-HRTimeline
GC Wealth Management RIA, LLC20,488$3.9M0.23%+7,47313F-HRTimeline
ANCHYRA PARTNERS LLC20,386$3.88M0.93%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)20,300$3.87M0.03%-2,80013F-HRTimelineGroup
Kagan Cocozza Asset Management20,283$3.86M2.42%-3,49213F-HRTimeline
Independent Advisor Alliance20,283$3.86M0.09%-340,33013F-HRTimeline
Clearview Wealth Management LLC20,259$3.86M2.48%-38813F-HRTimeline
Moss Adams Wealth Advisors LLC20,248$3.86M0.24%+2,53713F-HRTimeline
Trifecta Capital Advisors, LLC20,187$3.85M0.5%013F-HRTimeline
Cerro Pacific Wealth Advisors LLC20,132$3.84M0.87%-1,22513F-HRTimeline
LYNCH & ASSOCIATES/IN20,113$3.83M0.67%-11513F-HRTimeline
Koshinski Asset Management, Inc.20,069$3.82M0.2%-1,86813F-HRTimeline
TTP Investments, Inc.20,055$3.82M1.55%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC21,189$3.8M0.07%013F-HRTimeline
Midwest Professional Planners, LTD.19,688$3.75M0.74%-5,26713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co19,674$3.75M0.16%+5,92113F-HRTimelineGroup
Balboa Wealth Partners19,616$3.74M0.51%-98813F-HRTimeline
Verum Partners LLC19,540$3.72M0.56%+56913F-HRTimeline
Bluespring Wealth Management, LLC19,398$3.7M0.07%+13,03813F-HRTimeline
Principle Wealth Partners LLC19,381$3.69M0.18%+13213F-HRTimeline
XML Financial, LLC19,360$3.69M0.27%+2,59913F-HRTimeline
SEARLE & CO.19,330$3.68M0.83%+65013F-HRTimeline
Mattern Wealth Management LLC19,324$3.68M0.6%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS18,954$3.66M0.37%new13F-HRTimeline
McHugh Group, LLC19,164$3.65M1.87%-9013F-HRTimeline
Bucket List Wealth Management, LLC19,149$3.65M1.8%+36513F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC19,142$3.65M0.07%+73013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.19,107$3.64M0.12%-77113F-HRTimelineGroup
Seven Springs Wealth Group, LLC19,024$3.62M0.79%013F-HRTimeline
jvl associates llc18,970$3.61M1.03%+413F-HRTimeline
Bison Wealth, LLC19,665$3.61M0.33%-1113F-HRTimeline
Verdence Capital Advisors LLC18,945$3.61M0.19%-79813F-HRTimeline
1834 INVESTMENT ADVISORS CO18,929$3.61M0.41%-513F-HRTimeline
MANCHESTER FINANCIAL INC18,900$3.6M0.64%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18,818$3.59M<0.01%+7,01713F-HRTimelineGroup
Altura Wealth Advisors Inc.18,791$3.58M1.21%+58813F-HRTimeline
Odyssey Capital Advisors, Inc.18,744$3.57M2.56%-50813F-HRTimeline
COURIER CAPITAL LLC18,675$3.56M0.18%-60113F-HRTimeline
MTM Investment Management, LLC18,662$3.56M1.01%+11613F-HRTimeline
Markowski Investments18,635$3.55M0.78%13F-HRTimeline
Moors & Cabot, Inc.18,617$3.55M0.14%-36213F-HRTimeline
David Kennon Inc18,579$3.54M1.17%new13F-HRTimeline
Bragg Financial Advisors, Inc18,556$3.54M0.09%-1,13113F-HRTimeline
Wealthspire Retirement, LLC18,445$3.51M0.19%-1813F-HRTimeline
Tempo Wealth, LLC18,398$3.51M0.52%-76413F-HRTimeline
Apella Capital, LLC19,542$3.5M0.05%-19413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI18,372$3.5M0.29%+1613F-HRTimeline
ADIRONDACK TRUST CO18,260$3.48M1.04%-19113F-HRTimeline
Wall Street Financial Group, Inc.18,214$3.47M1.86%+2,76613F-HRTimeline
Capital Advisors, Ltd. LLC18,201$3.47M0.35%+1,53813F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding18,199$3.47M+14,753Timeline
SAX WEALTH ADVISORS, LLC26,064$3.46M0.14%+51613F-HRTimeline
Mission Creek Capital Partners, Inc.18,061$3.44M0.6%-18013F-HRTimeline
Cedarwood Wealth LLC17,985$3.43M2.59%+88713F-HRTimeline
Fidelis Wealth Advisors LLC17,938$3.42M5.12%-13,21413F-HR/ATimeline
Torrey-Payne Wealth Management, LLC17,907$3.41M2.81%+54513F-HRTimeline
MONECO ADVISORS, LLC17,904$3.41M0.21%+1,75013F-HRTimeline
M3 Advisory Group, LLC17,860$3.4M1.76%+28413F-HRTimeline
HERBST GROUP, LLC17,737$3.38M1.84%-4,10413F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…17,701$3.37M0.39%-2,09413F-HRTimeline
BLB&B Advisors, LLC17,700$3.37M0.12%+1,68613F-HRTimeline
Koss-Olinger Consulting, LLC17,688$3.37M0.26%-1,83113F-HRTimeline
INGALLS & SNYDER LLC17,674$3.37M0.09%-43013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,662$3.36M<0.01%+3,63213F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC17,625$3.36M0.69%+54013F-HRTimeline
Goepper Burkhardt LLC17,581$3.35M1.01%-7213F-HRTimeline
MMA ASSET MANAGEMENT LLC17,495$3.33M1.06%-1,21113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC17,460$3.33M0.06%-31613F-HRTimelineGroup
Cornerstone Advisory, LLC17,451$3.32M0.28%-1,64913F-HRTimeline
Hutchens & Kramer Investment Management…17,444$3.32M0.89%+78613F-HRTimeline
RWA WEALTH PARTNERS, LLC17,396$3.31M0.03%+88713F-HRTimeline
SAXON INTERESTS, INC.17,387$3.31M0.92%+24413F-HRTimeline
RPg Family Wealth Advisory, LLC17,311$3.3M0.55%-2,30913F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…17,232$3.28M1.11%-4,88513F-HRTimeline
STRATEGY ASSET MANAGERS LLC17,160$3.27M0.49%-16313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,149$3.27M<0.01%-391,61013F-HRTimelineGroup
United Advisor Group, LLC17,127$3.26M0.35%-1,40113F-HRTimeline
PLANWISER FINANCIAL, LLC17,096$3.26M2.26%-3,11513F-HRTimeline
Risk Paradigm Group, LLC17,028$3.24M2.54%-2,29813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…16,911$3.22M0.48%+4,45413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,832$3.21M0.12%+7,16513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC16,803$3.2M0.1%013F-HRTimeline
RDA Financial Network16,775$3.2M0.7%-1,58613F-HRTimeline
Wealth Watch Advisors, INC16,742$3.19M1.04%+2,14713F-HRTimeline
Stelac Advisory Services LLC16,664$3.17M0.59%-1,30813F-HRTimeline
Beacon Capital Management, Inc.16,651$3.17M0.19%-4,58413F-HRTimeline
Box Hill Private Wealth LLC16,648$3.17M2.54%+3,07213F-HRTimeline
EASTERN BANK16,641$3.17M0.05%-65713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.16,573$3.16M0.53%+14,75013F-HRTimeline
Aprio Wealth Management, LLC16,569$3.16M0.16%+7,79613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT16,545$3.15M0.02%-1,42713F-HRTimeline
BSW Wealth Partners16,484$3.14M0.35%013F-HRTimeline
SYON CAPITAL LLC16,404$3.13M0.14%-85113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC16,386$3.12M0.21%+9,91113F-HRTimelineGroup
Summit Wealth Partners, LLC16,354$3.12M0.44%+2,70713F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC16,321$3.11M1.06%-1,25713F-HRTimeline
JSF Financial, LLC16,310$3.11M0.5%-8,00613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC23,178$3.08M0.53%013F-HRTimeline
Busey Bank16,155$3.08M0.07%+99713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,147$3.08M0.05%+2,10513F-HR/ATimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…16,142$3.08M0.39%-4213F-HRTimeline
Clark Wealth Partners16,132$3.07M1.74%+13,13913F-HRTimeline
CERTUITY, LLC16,114$3.07M0.15%-9813F-HRTimeline
First National Trust Co16,055$3.06M0.1%-27913F-HRTimeline
Advocate Investing Services LLC16,050$3.06M2.36%-11013F-HRTimeline
Black Diamond Financial, LLC15,884$3.03M0.27%+71013F-HRTimeline
BlackDiamond Wealth Management, LLC16,215$3.02M1.22%-3,15013F-HRTimeline
Menard Financial Group LLC15,838$3.02M1.64%-3013F-HRTimeline
CFC Planning Co LLC15,783$3.01M1.78%-41213F-HRTimeline
Gold Investment Management Ltd.15,710$2.99M0.81%-37713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,607$2.97M0.39%+1,50713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC15,602$2.97M0.86%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO15,589$2.97M0.33%-1,73313F-HRTimelineGroup
WEALTHGARDEN F.S. LLC15,586$2.97M1.68%-6,10613F-HRTimeline
GenTrust, LLC15,469$2.95M0.11%+4,14813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15,441$2.94M0.07%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC15,390$2.93M1.68%-4,17813F-HRTimeline
Berger Financial Group, Inc15,378$2.93M0.15%-1,11813F-HRTimeline
Global Assets Advisory, LLC15,706$2.92M0.64%+11,24513F-HRTimeline
Zhang Financial LLC15,287$2.91M0.09%+1,01413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …15,287$2.91M0.35%-23313F-HRTimeline
LVZ, Inc.15,263$2.91M0.3%+67213F-HRTimeline
Independent Wealth Network Inc.15,214$2.9M0.74%+1,05013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,209$2.9M0.2%+4,92413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,178$2.89M0.07%-21513F-HRTimelineGroup
Strategic Blueprint, LLC15,178$2.89M0.14%-1,49513F-HRTimeline
K.J. Harrison & Partners Inc15,168$2.89M0.41%-36,28613F-HRTimeline
PKS Advisory Services, LLC15,143$2.89M0.46%-3,98713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp15,117$2.88M0.26%-1,72513F-HRTimelineGroup
Purkiss Capital Advisors LLC15,113$2.88M1.1%+2,26413F-HRTimeline
WORLD EQUITY GROUP, INC.15,111$2.88M0.64%+1,09013F-HRTimeline
CITY HOLDING CO15,088$2.87M0.33%-30613F-HRTimeline
Fortitude Financial, LLC15,022$2.86M2.57%-1,89113F-HRTimeline
WealthPlan Investment Management, LLC14,971$2.85M0.14%-8613F-HRTimeline
Objective Capital Management, LLC14,863$2.83M2.51%+62113F-HRTimeline
Blue Chip Partners, LLC14,861$2.83M0.18%-2,33613F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,849$2.83M0.18%+4113F-HRTimeline
Maia Wealth LLC14,822$2.82M0.42%+88813F-HRTimeline
Cardinal Point Capital Management ULC14,737$2.81M0.16%-28513F-HRTimeline
PRIVATE TRUST CO NA14,718$2.8M0.22%-4,51413F-HRTimeline
Advyzon Investment Management, LLC14,718$2.8M0.2%-3,17813F-HRTimeline
ADAPT WEALTH ADVISORS, LLC14,713$2.8M0.92%-1,76313F-HRTimeline
Sharkey, Howes & Javer14,696$2.8M0.34%-13513F-HRTimeline
Private Wealth Asset Management, LLC14,626$2.79M0.27%+31013F-HRTimeline
Auxano Advisors, LLC14,574$2.78M0.53%+113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,558$2.77M0.17%-38313F-HRTimeline
NDWM LLC14,470$2.76M1.62%+413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd14,418$2.75M0.02%+8,58013F-HRTimelineGroup
Endowment Wealth Management, Inc.14,393$2.74M1.06%-1,84213F-HRTimeline
Powers Capital, LLC14,390$2.74M1.13%013F-HRTimeline
Crewe Advisors LLC14,376$2.74M0.2%+63913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT14,351$2.73M0.04%-12713F-HRTimeline
Optas, LLC14,318$2.73M0.38%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.15,476$2.71M1.46%+1013F-HRTimeline
Sand Hill Global Advisors, LLC14,238$2.71M0.08%+2,81513F-HRTimeline
Avidian Wealth Enterprises, LLC14,219$2.71M0.08%-46313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.14,105$2.69M0.2%-93113F-HRTimeline
Vertex Planning Partners, LLC14,070$2.68M0.4%+2,52413F-HRTimeline
Wilson & Boucher Capital Management, LLC14,056$2.68M1.57%-3013F-HRTimeline
Cinctive Capital Management LP14,055$2.68M0.11%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding14,015$2.67M+515Timeline
Fragasso Financial Advisors Inc13,927$2.65M0.14%-29613F-HRTimeline
Summit Place Financial Advisors, LLC13,922$2.65M1.16%+10013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC13,900$2.65M0.45%013F-HRTimeline
Marathon Wealth Advisors LLC13,896$2.65M0.91%+1713F-HRTimeline
Bawa N Mallick Trust13,845$2.64M0.85%+2,82213F-HRTimeline
Kaizen Financial Strategies14,195$2.63M1.04%+50413F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.13,813$2.63M1.12%-30213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management13,768$2.62M<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC14,131$2.62M0.09%013F-HRTimeline
Americana Partners, LLC13,701$2.61M0.06%-75613F-HRTimeline
Argent Trust Co13,641$2.6M0.08%-17813F-HRTimeline
Henson-Edgewater Management, LLC13,732$2.59M1.35%-59013F-HRTimeline
GWN SECURITIES INC.13,587$2.59M0.43%-1,79113F-HRTimeline
Clark Capital Management Group, Inc.13,468$2.57M0.01%+38613F-HRTimeline
Bank of New Hampshire13,450$2.56M0.53%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…13,385$2.55M0.37%-25,08513F-HRTimeline
EQUITABLE TRUST CO13,340$2.54M0.11%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC13,295$2.53M0.13%-31113F-HRTimeline
Modera Wealth Management, LLC13,136$2.5M0.03%+20613F-HRTimeline
IAM Advisory, LLC13,123$2.5M0.49%+53613F-HRTimeline