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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
SeaBridge Investment Advisors LLC10,003$2.53M0.47%-1,32613F-HRTimeline
Bison Wealth, LLC9,877$2.53M0.2%-1613F-HRTimeline
PRIVATE TRUST CO NA9,946$2.52M0.24%+28213F-HRTimeline
ADIRONDACK TRUST CO9,945$2.52M0.91%-3413F-HRTimeline
McHugh Group, LLC9,932$2.52M1.68%013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC9,738$2.5M1.89%new13F-HRTimeline
Wall Street Financial Group, Inc.9,868$2.5M2.26%-78813F-HRTimeline
Rothschild Wealth LLC9,772$2.47M0.61%+11913F-HRTimeline
Nova Wealth Management, Inc.9,747$2.47M1.81%+2,52613F-HRTimeline
Retireful, LLC9,707$2.46M1.69%new13F-HRTimeline
Mattern Wealth Management LLC9,662$2.45M0.51%-16013F-HRTimeline
Curi Capital, LLC9,632$2.44M0.05%+3,78813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,612$2.43M0.11%-49113F-HRTimelineGroup
BlackDiamond Wealth Management, LLC9,689$2.43M1.4%-99613F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.9,594$2.43M0.92%-35213F-HRTimeline
PITCAIRN COin group PITCAIRN CO9,534$2.41M0.16%013F-HR/ATimelineGroup
Verdence Capital Advisors LLC9,529$2.41M0.16%-1713F-HRTimeline
Bragg Financial Advisors, Inc9,528$2.41M0.09%-62113F-HRTimeline
MMA ASSET MANAGEMENT LLC9,520$2.41M0.92%-1,65513F-HRTimeline
Seven Springs Wealth Group, LLC9,512$2.41M0.6%013F-HRTimeline
Empower Advisory Group, LLC9,491$2.4M0.01%+85613F-HRTimeline
First Citizens Financial Corp9,481$2.4M1.32%+5,89513F-HRTimeline
MTM Investment Management, LLC9,462$2.4M0.8%+913F-HRTimeline
Future Financial Wealth Managment LLC9,450$2.39M1.63%+1913F-HRTimeline
Mission Creek Capital Partners, Inc.9,399$2.38M0.53%-27813F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI9,374$2.37M0.25%-213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,366$2.37M0.05%+7313F-HRTimelineGroup
MAS Advisors LLC9,356$2.37M3.87%-1,41413F-HRTimeline
Moors & Cabot, Inc.9,326$2.36M0.11%+79013F-HRTimeline
JSF Financial, LLC9,293$2.35M0.56%+113F-HRTimeline
Watts Gwilliam & Co., LLC8,432$2.33M0.38%-63713F-HRTimeline
jvl associates llc9,189$2.33M0.84%+113F-HRTimeline
Occidental Asset Management, LLC9,182$2.33M0.32%+1,98413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,171$2.32M0.08%-29413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…9,170$2.32M<0.01%-10,96313F-HRTimelineGroup
SEARLE & CO.9,165$2.32M0.66%013F-HRTimeline
BSW Wealth Partners9,109$2.31M0.32%+5,54813F-HRTimeline
Financial Sense Advisors, Inc.9,091$2.3M0.56%+33213F-HRTimeline
Gotham Asset Management, LLC9,077$2.3M0.01%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp8,956$2.27M0.24%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…8,947$2.27M0.05%-1,12813F-HRTimeline
DDD Partners, LLC8,900$2.25M0.24%+9013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,818$2.23M0.05%+3,65013F-HRTimeline
BLB&B Advisors, LLC8,793$2.23M0.1%-10,64313F-HRTimeline
Capital Advisors, Ltd. LLC8,782$2.22M0.27%+10313F-HRTimeline
Wealthspire Retirement, LLC8,756$2.22M0.15%+1,62713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC8,701$2.2M0.75%013F-HRTimeline
First Heartland Consultants, Inc.8,675$2.2M0.2%-8013F-HRTimeline
EASTERN BANK8,662$2.19M0.04%-72413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC8,639$2.19M0.08%-43713F-HRTimeline
GREENLEAF TRUST8,629$2.19M0.02%-2,53513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,624$2.18M0.03%+1,29213F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC8,603$2.18M0.41%-1,45713F-HRTimeline
Principle Wealth Partners LLC8,503$2.15M0.13%+2613F-HRTimeline
Bramshill Investments, LLC8,500$2.15M0.23%-2,50013F-HRTimeline
CERTUITY, LLC8,431$2.13M0.2%+2,47513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…8,392$2.13M0.02%-11,15713F-HRTimelineGroup
Parkside Advisors LLC8,347$2.11M0.46%-11713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…8,342$2.11M0.34%013F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…8,300$2.09M2.45%+20013F-HRTimelineGroup
United Advisor Group, LLC8,257$2.09M0.36%-87313F-HRTimeline
Berger Financial Group, Inc8,254$2.09M0.14%-8813F-HRTimeline
Patriot Financial Group Insurance Agenc…8,229$2.08M0.24%-25013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO8,199$2.08M0.04%-27313F-HRTimeline
Meridian Wealth Management, LLC8,161$2.07M0.09%-58613F-HRTimeline
M3 Advisory Group, LLC8,150$2.06M1.43%+14513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP8,146$2.06M0.31%+57713F-HRTimeline
Phillips Wealth Planners LLC8,042$2.06M1.87%+26913F-HRTimeline
SYON CAPITAL LLC8,123$2.06M0.14%-28613F-HRTimeline
One Capital Management, LLC8,098$2.05M0.07%+25513F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…8,000$2.03M1.06%new13F-HRTimelineGroup
Symmetry Partners, LLC7,991$2.02M0.25%+2,06813F-HRTimeline
Arcadia Wealth Management, Inc.7,986$2.02M1.38%-10013F-HRTimeline
CIBC WORLD MARKETS CORP7,962$2.02M0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,949$2.01M0.06%+1913F-HR/ATimeline
Blue Chip Partners, LLC7,943$2.01M0.16%-213F-HRTimeline
WESPAC Advisors, LLC7,923$2.01M1.4%+5,10013F-HRTimeline
Golden State Wealth Management, LLC7,917$2M0.24%-32613F-HRTimeline
Gold Investment Management Ltd.7,980$2M0.75%-7,98613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,819$1.98M0.18%-50913F-HR/ATimeline
Peoples Bank/KS7,808$1.98M1.33%+95013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.7,797$1.97M0.19%-19213F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,756$1.96M0.01%-34,97613F-HRTimeline
Callan Family Office, LLC7,756$1.96M0.06%+3513F-HRTimeline
CITY HOLDING CO7,755$1.96M0.26%-55513F-HRTimeline
NDWM LLC7,750$1.96M1.44%-21513F-HRTimeline
SkyView Investment Advisors, LLC7,790$1.95M0.28%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,699$1.95M1.33%+313F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.7,696$1.95M1.02%-1,28213F-HRTimeline
XML Financial, LLC7,683$1.95M0.17%-61913F-HRTimeline
True Vision MN LLC7,664$1.94M1.07%-33713F-HRTimeline
Modera Wealth Management, LLC7,638$1.93M0.02%+35113F-HRTimeline
Legacy Capital Group California, Inc.7,605$1.93M0.53%-15213F-HRTimeline
Busey Bank7,604$1.93M0.06%+55513F-HRTimeline
Ausdal Financial Partners, Inc.7,601$1.92M0.13%+10813F-HRTimeline
Black Diamond Financial, LLC7,587$1.92M0.3%013F-HRTimeline
SAXON INTERESTS, INC.9,271$1.91M0.9%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp7,543$1.91M0.11%-7,17113F-HRTimelineGroup
Argent Trust Co7,534$1.91M0.07%013F-HRTimeline
McGuire Investment Group, LLC7,502$1.9M0.24%+13313F-HRTimeline
NIXON PEABODY TRUST CO7,500$1.9M0.15%013F-HRTimeline
MONECO ADVISORS, LLC7,492$1.9M0.18%-11,06213F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,480$1.89M0.47%+18013F-HRTimeline
WEALTHGARDEN F.S. LLC7,204$1.89M1.57%-37813F-HRTimeline
Jacobi Capital Management LLC7,461$1.89M0.13%-56613F-HRTimeline
WORLD EQUITY GROUP, INC.7,436$1.88M0.51%+54313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…7,431$1.88M0.16%-413F-HRTimeline
CHICAGO TRUST Co NA7,425$1.88M0.26%+1,39613F-HRTimeline
Oxinas Partners, LLC7,408$1.88M0.96%-46913F-HRTimeline
Fragasso Financial Advisors Inc7,383$1.87M0.13%+8813F-HRTimeline
Hutchens & Kramer Investment Management…7,417$1.86M0.85%new13F-HRTimeline
Avidian Wealth Enterprises, LLC7,332$1.86M0.08%-15013F-HRTimeline
Independent Wealth Network Inc.7,310$1.85M0.67%+35913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,300$1.85M<0.01%+2,70013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC7,300$1.85M<0.01%+6,19113F-HR/ATimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,292$1.85M0.06%+2,10913F-HRTimelineGroup
Auxano Advisors, LLC7,285$1.84M0.43%+113F-HRTimeline
EARNED WEALTH ADVISORS, LLC7,280$1.84M0.36%-1213F-HRTimeline
Optas, LLC7,262$1.84M0.35%-9613F-HRTimeline
Summit Place Financial Advisors, LLC7,236$1.83M0.92%+2,43013F-HRTimeline
Independent Advisor Alliance7,212$1.83M0.05%new13F-HRTimeline
Objective Capital Management, LLC7,198$1.82M2.05%+11713F-HRTimeline
Powers Capital, LLC7,195$1.82M0.91%013F-HRTimeline
Zhang Financial LLC7,175$1.82M0.08%+57713F-HRTimeline
Forefront Wealth Partners, LLC7,608$1.81M1.24%+1,82613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,143$1.81M<0.01%-7513F-HR/ATimelineGroup
EQUITABLE TRUST CO7,138$1.81M0.09%-1,12813F-HRTimeline
Certified Advisory Corp7,113$1.8M0.19%+28213F-HRTimeline
COUNTRY CLUB BANK7,167$1.8M0.11%-42913F-HRTimeline
Kaizen Financial Strategies7,097$1.8M0.91%-19813F-HRTimeline
Gilliland Jeter Wealth Management LLC7,076$1.79M0.58%013F-HRTimeline
Per Stirling Capital Management, LLC.7,025$1.78M0.23%+4,42013F-HRTimeline
111 Capital6,983$1.77M0.3%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,970$1.77M0.02%+50213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,950$1.76M0.38%013F-HRTimeline
626 Financial, LLC6,943$1.76M0.83%+1713F-HR/ATimeline
Bawa N Mallick Trust6,900$1.75M0.72%013F-HRTimeline
Crewe Advisors LLC6,898$1.75M0.25%-9213F-HRTimeline
Keystone Financial Group6,895$1.75M0.16%-1,05013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP6,895$1.75M0.3%-46413F-HRTimeline
Altura Wealth Advisors Inc.6,883$1.74M0.97%+8013F-HRTimeline
Tradition Wealth Management, LLC6,862$1.74M0.14%-21613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC6,828$1.73M0.07%+73013F-HRTimeline
Wilson & Boucher Capital Management, LLC6,814$1.73M1.2%+56713F-HRTimeline
Strategic Blueprint, LLC6,794$1.72M0.08%-4,11713F-HRTimeline
Armor Investment Advisors, LLC6,775$1.72M0.65%-8413F-HRTimeline
Menard Financial Group LLC6,759$1.71M1.02%-9813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC6,725$1.7M0.29%-2713F-HRTimeline
Polymer Capital Management (HK) LTD6,700$1.7M0.27%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC6,689$1.69M0.65%-47713F-HRTimeline
Waterloo Capital, L.P.6,675$1.69M0.14%+29313F-HRTimeline
Medallion Wealth Advisors, LLC6,685$1.68M0.65%-26613F-HRTimeline
Aptus Capital Advisors, LLC6,619$1.68M0.02%-1,74013F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,614$1.67M0.62%-413F-HRTimeline
Global Assets Advisory, LLC6,650$1.67M0.65%-12,74813F-HRTimeline
Ifrah Financial Services, Inc.6,573$1.66M0.45%-6113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC6,569$1.66M0.31%+79513F-HRTimelineGroup
Altus Wealth Group LLC6,555$1.66M0.73%+29913F-HRTimeline
Americana Partners, LLC6,549$1.66M0.06%+4413F-HRTimeline
Hobart Private Capital, LLC6,520$1.65M0.37%-96213F-HRTimeline
DT Investment Partners, LLC6,510$1.65M0.15%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,493$1.64M0.03%-45613F-HRTimeline
Advyzon Investment Management, LLC6,470$1.64M0.36%+90913F-HRTimeline
IAM Advisory, LLC6,444$1.63M0.39%013F-HRTimeline
SIGNATUREFD, LLC6,436$1.63M0.03%-78713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …6,421$1.63M0.22%-87913F-HRTimeline
Moloney Securities Asset Management, LLC6,421$1.63M0.2%+15613F-HRTimeline
Bank of New Hampshire6,410$1.62M0.4%-4513F-HRTimeline
Wealth Architects, LLC6,407$1.62M0.16%013F-HRTimeline
ProVise Management Group, LLC6,360$1.61M0.13%-46213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,360$1.61M0.59%+3713F-HRTimeline
Baker Avenue Asset Management, LP6,338$1.61M0.05%-1,47813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC6,338$1.6M0.11%-65113F-HRTimeline
Madden Advisory Services, Inc.6,320$1.6M0.68%+8713F-HRTimeline
HOWE & RUSLING INC6,319$1.6M0.12%+54313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,318$1.6M0.01%-1,02313F-HRTimeline
DAVIS R M INC6,306$1.6M0.03%013F-HRTimeline
KG Capital Management6,270$1.59M0.47%-1,02113F-HRTimeline
NTV Asset Management LLC6,260$1.59M0.19%+8413F-HRTimeline
KDK Private Wealth Management, LLC6,251$1.58M1.69%013F-HRTimeline
Founders Financial Alliance, LLC6,250$1.58M0.36%+6213F-HRTimeline
Beacon Bank & Trust6,234$1.58M0.36%-513F-HRTimeline
SWMG, LLC5,977$1.58M0.53%+14213F-HRTimeline
GenTrust, LLC6,228$1.58M0.07%new13F-HRTimeline
Sand Hill Global Advisors, LLC6,209$1.57M0.06%-18513F-HRTimeline
Aventura Private Wealth, LLC6,196$1.57M0.68%-9313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC6,186$1.57M0.78%-7313F-HRTimeline
RDA Financial Network6,162$1.56M0.42%+4313F-HRTimeline
Wealth Advisory Solutions, LLC6,146$1.56M0.39%-2013F-HRTimeline
United Community Bankin group United Community Bank6,139$1.55M0.53%013F-HRTimelineGroup
Robinson Value Management, Ltd.6,123$1.55M0.97%-3513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,122$1.55M0.14%+1,45713F-HRTimeline
Bridgewater Advisors Inc.5,798$1.53M0.12%+313F-HRTimeline
Cardinal Point Capital Management ULC6,041$1.53M0.12%+4,58513F-HRTimeline
Maltin Wealth Management, Inc.6,030$1.53M0.69%+413F-HRTimeline
One Day In July LLC6,003$1.52M0.14%013F-HRTimeline
Lionshead Wealth Management, LLC5,971$1.51M1.4%013F-HRTimeline
Arax Advisory Partners5,915$1.5M0.07%+1,10013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,896$1.49M0.32%+2,44413F-HRTimeline
SIMON QUICK ADVISORS, LLC5,857$1.48M0.08%-57413F-HR/ATimeline