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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
Mission Creek Capital Partners, Inc.9,677$2M0.48%-5813F-HRTimeline
PRIVATE TRUST CO NA9,664$2M0.21%-12113F-HRTimeline
Rothschild Wealth LLC9,653$1.99M0.56%-26113F-HRTimeline
Verdence Capital Advisors LLC9,546$1.97M0.15%-8513F-HRTimeline
PITCAIRN COin group PITCAIRN CO9,534$1.97M0.12%013F-HRTimelineGroup
MTM Investment Management, LLC9,453$1.97M0.76%-9213F-HRTimeline
Seven Springs Wealth Group, LLC9,512$1.96M0.7%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,490$1.96M0.13%new13F-HRTimeline
Glass Jacobson Investment Advisors llc8,419$1.96M0.64%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,465$1.95M0.07%013F-HRTimeline
Capital Investment Advisory Services, L…9,446$1.95M0.17%-5,70613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,441$1.95M0.03%+20713F-HRTimeline
Future Financial Wealth Managment LLC9,431$1.95M1.43%-14113F-HRTimeline
EASTERN BANK9,386$1.94M0.04%-35,67913F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI9,376$1.94M0.22%-34413F-HRTimeline
Braun-Bostich & Associates Inc.9,364$1.93M1.43%-36413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,293$1.92M0.04%+3213F-HRTimelineGroup
JSF Financial, LLC9,292$1.92M0.51%+15013F-HRTimeline
L.M. KOHN & COMPANY9,291$1.92M0.5%-3,30813F-HRTimeline
SAXON INTERESTS, INC.9,271$1.91M0.9%-10313F-HRTimeline
Acorns Advisers, LLC9,241$1.91M0.02%+3,30213F-HRTimeline
jvl associates llc9,188$1.9M0.77%-12013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC9,168$1.89M0.53%-1,74413F-HRTimeline
SEARLE & CO.9,165$1.89M0.54%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC9,136$1.89M0.16%+7513F-HRTimeline
United Advisor Group, LLC9,130$1.89M0.39%+1,72313F-HRTimeline
Gotham Asset Management, LLC9,077$1.87M0.02%+5,82913F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC9,076$1.87M0.08%-19913F-HRTimeline
Watts Gwilliam & Co., LLC9,069$1.87M0.41%+7513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.8,978$1.85M0.89%-7,14313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp8,956$1.85M0.21%-3,47213F-HRTimelineGroup
FWG Holdings, LLC8,702$1.82M0.9%new13F-HRTimeline
DDD Partners, LLC8,810$1.82M0.22%+24613F-HRTimeline
Sharper & Granite LLC8,784$1.81M0.75%+1,04413F-HRTimeline
Avantax Planning Partners, Inc.8,774$1.81M0.06%-8113F-HRTimeline
Financial Sense Advisors, Inc.8,759$1.81M0.52%-62913F-HRTimeline
First Heartland Consultants, Inc.8,755$1.81M0.19%-22413F-HRTimeline
Meridian Wealth Management, LLC8,747$1.81M0.09%+59313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC8,701$1.8M0.64%013F-HRTimeline
Capital Advisors, Ltd. LLC8,679$1.79M0.24%+53513F-HRTimeline
Empower Advisory Group, LLC8,635$1.78M0.01%-17213F-HRTimeline
Arlington Capital Management, Inc.8,545$1.76M1.34%-6,80013F-HRTimeline
Moors & Cabot, Inc.8,536$1.76M0.09%-6213F-HRTimeline
Centiva Capital, LP8,500$1.76M0.1%+7,19713F-HRTimeline
Patriot Financial Group Insurance Agenc…8,479$1.75M0.23%+7813F-HRTimeline
Principle Wealth Partners LLC8,477$1.75M0.13%-5213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,472$1.75M0.03%-2,66713F-HRTimeline
Parkside Advisors LLC8,464$1.75M0.42%013F-HRTimeline
SYON CAPITAL LLC8,409$1.74M0.14%-30713F-HRTimeline
Aptus Capital Advisors, LLC8,359$1.73M0.02%-3,02413F-HRTimeline
Moss Adams Wealth Advisors LLC8,352$1.72M0.18%-1,00313F-HRTimeline
Berger Financial Group, Inc8,342$1.72M0.12%+3013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,342$1.72M0.3%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC8,328$1.72M0.17%-75013F-HR/ATimeline
CITY HOLDING CO8,310$1.72M0.24%-26513F-HRTimeline
XML Financial, LLC8,302$1.71M0.16%+8013F-HRTimeline
TWO SIGMA SECURITIES, LLC8,284$1.71M0.26%new13F-HRTimeline
EQUITABLE TRUST CO8,266$1.71M0.09%013F-HRTimeline
Golden State Wealth Management, LLC8,243$1.7M0.25%+27913F-HR/ATimeline
Richmond Investment Services, LLC8,136$1.68M0.91%-22,47413F-HRTimeline
AlphaQ Advisors LLC8,114$1.68M4.01%+16113F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…8,100$1.67M1.88%-3,30013F-HRTimelineGroup
Arcadia Wealth Management, Inc.8,086$1.67M1.3%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…8,048$1.66M0.78%-78913F-HRTimelineGroup
Jacobi Capital Management LLC8,027$1.66M0.12%+1,15913F-HRTimeline
M3 Advisory Group, LLC8,005$1.65M1.31%+10313F-HRTimeline
True Vision MN LLC8,001$1.65M0.99%+1,99913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.7,989$1.65M0.18%-3,50813F-HRTimeline
Rehmann Capital Advisory Group7,985$1.65M0.1%-3,06113F-HRTimeline
NDWM LLC7,965$1.64M1.61%-9,60713F-HRTimeline
Keystone Financial Group7,945$1.64M0.17%-2,18413F-HRTimeline
Blue Chip Partners, LLC7,945$1.64M0.14%-66813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,930$1.64M0.06%+2713F-HRTimeline
Oxinas Partners, LLC7,877$1.63M0.96%+10813F-HRTimeline
One Capital Management, LLC7,843$1.62M0.05%+3,64813F-HRTimeline
Baker Avenue Asset Management, LP7,816$1.61M0.05%-26,40313F-HRTimeline
CWC Advisors, LLC.7,804$1.61M0.92%+2,83313F-HRTimeline
SkyView Investment Advisors, LLC7,790$1.61M0.24%013F-HRTimeline
Legacy Capital Group California, Inc.7,757$1.6M0.56%+1,82613F-HRTimeline
Callan Family Office, LLC7,721$1.59M0.12%new13F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,696$1.59M1.24%+7613F-HRTimeline
COUNTRY CLUB BANK7,596$1.57M0.11%+32613F-HRTimeline
Black Diamond Financial, LLC7,587$1.57M0.24%013F-HRTimeline
WEALTHGARDEN F.S. LLC7,582$1.57M1.5%-1,18413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP7,569$1.56M0.25%+2,60613F-HRTimeline
Argent Trust Co7,534$1.56M0.06%+19013F-HRTimeline
Foguth Wealth Management, LLC.7,511$1.55M0.38%-29513F-HRTimeline
NIXON PEABODY TRUST CO7,500$1.55M0.13%+3,85013F-HRTimeline
Ausdal Financial Partners, Inc.7,493$1.55M0.12%+86413F-HRTimeline
Avidian Wealth Enterprises, LLC7,482$1.54M0.07%-1,04213F-HRTimeline
Hobart Private Capital, LLC7,482$1.54M0.39%-25,15613F-HRTimeline
Phillips Wealth Planners LLC7,773$1.54M1.63%+1,15713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,435$1.54M0.14%-15313F-HRTimeline
McGuire Investment Group, LLC7,369$1.52M0.23%-11213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT7,361$1.52M0.3%-46713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP7,359$1.52M0.3%-5513F-HR/ATimeline
Optas, LLC7,358$1.52M0.26%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,341$1.52M0.01%+23613F-HRTimeline
West Coast Financial LLC7,340$1.52M0.17%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,332$1.51M0.03%-2,81013F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …7,300$1.51M0.22%-13013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,300$1.51M0.41%-17513F-HRTimeline
Kaizen Financial Strategies7,295$1.51M0.87%+1,60113F-HRTimeline
Fragasso Financial Advisors Inc7,295$1.51M0.11%-4913F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,292$1.51M0.33%+28513F-HRTimeline
KG Capital Management7,291$1.51M0.49%+3,62413F-HRTimeline
Modera Wealth Management, LLC7,287$1.5M0.02%+33613F-HRTimeline
Auxano Advisors, LLC7,284$1.5M0.4%-24613F-HRTimeline
SIGNATUREFD, LLC7,223$1.49M0.03%+1,29213F-HRTimeline
Nova Wealth Management, Inc.7,221$1.49M1.29%-6013F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,218$1.49M<0.01%+51113F-HRTimelineGroup
Occidental Asset Management, LLC7,198$1.49M0.22%+84513F-HRTimeline
Powers Capital, LLC7,195$1.49M0.81%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC7,166$1.48M0.65%-1,10013F-HRTimeline
Rappaport Reiches Capital Management, L…7,159$1.48M0.37%-67813F-HRTimeline
Wealthspire Retirement, LLC7,129$1.47M0.12%+1,31613F-HRTimeline
Menard Financial Group LLC6,857$1.47M0.96%+2913F-HRTimeline
Objective Capital Management, LLC7,081$1.46M1.87%-2,69813F-HRTimeline
Tradition Wealth Management, LLC7,078$1.46M0.13%+713F-HRTimeline
Gilliland Jeter Wealth Management LLC7,076$1.46M0.52%+8513F-HRTimeline
Busey Bank7,049$1.46M0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC6,951$1.44M0.66%+1,28213F-HRTimeline
Crewe Advisors LLC6,990$1.44M0.2%-10813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC6,989$1.44M0.1%+35913F-HRTimeline
Independent Wealth Network Inc.6,951$1.44M0.57%+1,16513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,950$1.44M0.34%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,949$1.43M0.02%-48813F-HRTimeline
626 Financial, LLC6,926$1.43M0.74%-4913F-HRTimeline
Bawa N Mallick Trust6,900$1.42M0.67%013F-HRTimeline
WORLD EQUITY GROUP, INC.6,893$1.42M0.41%-7,47513F-HRTimeline
Armor Investment Advisors, LLC6,859$1.42M0.59%013F-HRTimeline
Peoples Bank/KS6,858$1.42M0.96%-53013F-HRTimeline
Certified Advisory Corp6,831$1.41M0.16%-14113F-HRTimeline
ProVise Management Group, LLC6,822$1.41M0.12%-53113F-HRTimeline
Altura Wealth Advisors Inc.6,803$1.4M0.93%+1,68513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,752$1.39M0.26%-6113F-HRTimeline
Claro Advisors Inc.6,718$1.39M0.19%-2,21013F-HRTimeline
Polymer Capital Management (HK) LTD6,700$1.38M0.24%+33413F-HRTimeline
Activest Wealth Management6,693$1.38M0.37%+4,76013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,659$1.37M0.01%+2,13913F-HRTimelineGroup
Ifrah Financial Services, Inc.6,634$1.37M0.39%-15713F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,618$1.37M0.53%-5313F-HRTimeline
Zhang Financial LLC6,598$1.36M0.07%+36913F-HRTimeline
Stelac Advisory Services LLC6,545$1.35M0.56%new13F-HRTimeline
DT Investment Partners, LLC6,510$1.34M0.13%013F-HRTimeline
Americana Partners, LLC6,505$1.34M0.05%+21813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,468$1.34M0.01%-2,12013F-HRTimeline
Bank of New Hampshire6,455$1.33M0.35%-10013F-HRTimeline
IAM Advisory, LLC6,444$1.33M0.35%+7713F-HRTimeline
SIMON QUICK ADVISORS, LLC6,431$1.33M0.08%+2,65913F-HRTimeline
Wealth Architects, LLC6,407$1.32M0.15%+37013F-HR/ATimeline
Sand Hill Global Advisors, LLC6,394$1.32M0.05%013F-HRTimeline
Waterloo Capital, L.P.6,382$1.32M0.12%-2,87413F-HRTimeline
Flywheel Private Wealth LLC6,331$1.31M1.19%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,323$1.31M0.51%-68913F-HRTimeline
DAVIS R M INC6,306$1.3M0.03%-40713F-HRTimeline
Aventura Private Wealth, LLC6,289$1.3M0.68%-21313F-HRTimeline
PEAK6 LLCin group PEAK6 LLC6,284$1.3M0.05%new13F-HRTimelineGroup
Moloney Securities Asset Management, LLC6,265$1.29M0.17%+14713F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC6,259$1.29M0.73%-46513F-HRTimeline
Altus Wealth Group LLC6,256$1.29M0.6%-22,79913F-HRTimeline
KDK Private Wealth Management, LLC6,251$1.29M1.47%013F-HRTimeline
Wilson & Boucher Capital Management, LLC6,247$1.29M0.96%+21213F-HRTimeline
Quantbot Technologies LP6,241$1.29M0.04%new13F-HRTimeline
Beacon Bank & Trust6,239$1.29M0.31%-6413F-HRTimeline
Madden Advisory Services, Inc.6,233$1.29M0.6%+4613F-HRTimeline
Dale Q Rice Investment Management Ltd6,210$1.28M0.66%-22213F-HRTimeline
Founders Financial Alliance, LLC6,188$1.28M0.31%+72613F-HRTimeline
Bangor Savings Bank6,180$1.28M0.12%-73913F-HRTimeline
Total Clarity Wealth Management, Inc.5,485$1.28M0.42%013F-HRTimeline
NTV Asset Management LLC6,176$1.28M0.17%+98313F-HRTimeline
Wealth Advisory Solutions, LLC6,166$1.27M0.34%-2513F-HRTimeline
Robinson Value Management, Ltd.6,158$1.27M0.82%+18113F-HRTimeline
United Community Bankin group United Community Bank6,139$1.27M0.47%-42013F-HRTimelineGroup
RDA Financial Network6,119$1.26M0.38%+1,18813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,098$1.26M0.06%-4913F-HRTimeline
CHICAGO TRUST Co NA6,029$1.24M0.22%-2513F-HRTimeline
Maltin Wealth Management, Inc.6,026$1.24M0.58%+513F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,005$1.24M0.26%+71313F-HRTimeline
One Day In July LLC6,003$1.24M0.12%+95313F-HRTimeline
Lionshead Wealth Management, LLC5,971$1.23M1.28%-5,96913F-HRTimeline
CERTUITY, LLC5,956$1.23M0.13%+3,82813F-HRTimeline
Symmetry Partners, LLC5,923$1.22M0.17%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,909$1.22M<0.01%-58,53313F-HRTimelineGroup
Aureus Asset Management, LLC5,906$1.22M0.09%013F-HRTimeline
Modern Wealth Management, LLC5,895$1.22M0.04%-13,09813F-HR/ATimeline
SWMG, LLC5,835$1.22M0.48%-80813F-HRTimeline
Centurion Wealth Management LLC5,225$1.21M0.38%013F-HRTimeline
Smartleaf Asset Management LLC5,885$1.21M0.12%-6,40213F-HRTimeline
Bridgewater Advisors Inc.5,795$1.21M0.1%new13F-HRTimeline
Curi Capital, LLC5,844$1.21M0.03%+46313F-HRTimeline
Forefront Wealth Partners, LLC5,782$1.19M0.81%+27513F-HRTimeline
LPWM LLC5,779$1.19M0.38%013F-HRTimeline
Red Door Wealth Management, LLC5,778$1.19M0.18%+1,91713F-HRTimeline
HOWE & RUSLING INC5,776$1.19M0.1%+3,34413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC5,774$1.19M0.22%+16013F-HRTimelineGroup
KPP Advisory Services LLC5,772$1.19M0.23%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,771$1.19M0.13%-45113F-HRTimeline
Finward Bancorp5,770$1.19M1.03%+25013F-HRTimeline
Clarius Group, LLC5,687$1.17M0.07%013F-HRTimeline