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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
Bank Julius Baer & Co. Ltd, Zurich5,661$1.17M<0.01%+53113F-HR/ATimeline
HOWLAND CAPITAL MANAGEMENT LLC5,657$1.17M0.05%-9713F-HRTimeline
Pathway Financial Advisors LLC5,602$1.16M0.21%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,594$1.16M0.04%+513F-HRTimeline
Advyzon Investment Management, LLC5,561$1.15M0.41%+66113F-HRTimeline
Alaethes Wealth, LLC5,518$1.14M0.42%-4313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,510$1.14M0.07%+9613F-HRTimeline
First National Bank of Mount Dora, Trus…5,501$1.14M0.28%-1,06513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,488$1.13M0.03%+11913F-HRTimeline
Garde Capital, Inc.5,475$1.13M0.06%+6513F-HRTimeline
Yukon Wealth Management, Inc.5,460$1.13M0.47%13F-HRTimeline
CWA Asset Management Group, LLC5,436$1.12M0.05%+38213F-HRTimeline
NCM Capital Management, LLC5,426$1.12M0.5%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,425$1.12M0.05%+59513F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC5,395$1.11M0.1%-9813F-HRTimeline
Tanglewood Wealth Management, Inc.5,391$1.11M0.13%-1,57213F-HRTimeline
Three Magnolias Financial Advisors, LLC5,391$1.11M0.94%+1,28213F-HRTimeline
Prospect Financial Services LLC5,385$1.11M0.62%+49113F-HRTimeline
PDS Planning, Inc5,382$1.11M0.09%+4,20713F-HRTimeline
Horizon Family Wealth, Inc.5,367$1.11M0.74%-22613F-HRTimeline
Private Wealth Asset Management, LLC5,351$1.1M0.16%13F-HRTimeline
HOURGLASS CAPITAL, LLC5,330$1.1M0.29%013F-HRTimeline
Selective Wealth Management, Inc.5,541$1.1M0.48%013F-HRTimeline
National Philanthropic Trust5,305$1.1M0.02%013F-HRTimeline
Solstein Capital, LLC5,297$1.09M0.64%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,283$1.09M0.01%+3,37013F-HRTimeline
Cyndeo Wealth Partners, LLC5,275$1.09M0.07%+20913F-HRTimeline
UNITED BANK5,260$1.09M0.14%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC5,258$1.09M0.26%+21513F-HRTimeline
PMG Wealth Management, Inc.5,253$1.08M1.15%-13,19313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,237$1.08M0.45%+2,67213F-HRTimeline
Glen Eagle Advisors, LLC5,211$1.08M0.18%-44213F-HRTimeline
Austin Private Wealth, LLC5,211$1.08M0.1%-2413F-HRTimeline
Cooper Financial Group5,198$1.07M0.14%+18413F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,184$1.07M0.09%-12713F-HRTimeline
Tyche Wealth Partners LLC5,184$1.07M0.23%+26613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,183$1.07M0.04%-23513F-HRTimelineGroup
River Wealth Advisors LLC5,182$1.07M0.15%-7713F-HRTimeline
Strategic Financial Concepts, LLC5,179$1.07M0.2%-26213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,168$1.07M0.03%+12013F-HRTimeline
UMB Bank, n.a.5,158$1.07M0.02%+75213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Nemes Rush Group LLC5,111$1.06M0.13%-50213F-HRTimeline
Legacy Edge Advisors, LLC5,059$1.04M0.16%-75213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,045$1.04M0.25%-58513F-HRTimeline
OLD MISSION CAPITAL LLC5,032$1.04M0.02%new13F-HRTimeline
Ackerman Asset Management, LLC4,996$1.03M0.93%13F-HRTimeline
Bulltick Wealth Management, LLC4,989$1.03M0.27%-41813F-HRTimeline
Grantvest Financial Group LLC4,977$1.03M0.83%+18813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,972$1.03M0.02%-26513F-HRTimeline
Parisi Gray Wealth Management4,961$1.02M0.33%-26613F-HRTimeline
Brookwood Investment Group LLC4,951$1.02M0.18%13F-HRTimeline
Chemistry Wealth Management LLC4,948$1.02M0.24%-4913F-HRTimeline
Goodman Advisory Group, LLC4,945$1.02M0.31%new13F-HR/ATimeline
GM Advisory Group, LLC4,938$1.02M0.06%+16713F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,932$1.02M0.05%+2,41613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC4,929$1.02M0.02%+5613F-HRTimeline
Newman Dignan & Sheerar, Inc.4,923$1.02M0.28%-19913F-HR/ATimeline
DOPKINS WEALTH MANAGEMENT, LLC4,902$1.01M0.51%+2713F-HRTimeline
American Institute for Advanced Investm…4,885$1.01M0.77%+20013F-HRTimeline
BEARING POINT CAPITAL, LLC4,879$1.01M0.21%013F-HRTimeline
COURIER CAPITAL LLC4,859$1M0.07%+2,82813F-HRTimeline
Dorsey & Whitney Trust CO LLC4,849$1M0.06%-1,90813F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors4,832$998K0.58%new13F-HRTimelineGroup
HCR Wealth Advisors4,829$997K0.13%013F-HRTimeline
Triangle Securities Wealth Management4,825$996K0.26%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners4,815$994K0.06%-17613F-HRTimeline
Summit Place Financial Advisors, LLC4,806$992K0.56%+3,62113F-HRTimeline
17 CAPITAL PARTNERS, LLC4,804$992K0.64%+56913F-HRTimeline
Colonial River Investments, LLC4,752$981K0.54%-6,07913F-HRTimeline
Sunesis Advisors, LLC4,752$981K0.53%013F-HRTimeline
Richard W. Paul & Associates, LLC4,748$980K0.38%-5,69113F-HRTimeline
FIRST COMMUNITY TRUST NA4,737$978K0.86%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,723$975K0.18%-40013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV4,684$967K0.87%+1113F-HRTimeline
Biltmore Family Office, LLC4,673$965K0.16%+47413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,665$963K0.09%+1113F-HRTimeline
Quadrant Private Wealth Management, LLC4,664$963K0.24%+5213F-HRTimeline
Nadler Financial Group, Inc.4,656$961K0.11%+77013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp4,651$960K0.01%-41513F-HRTimelineGroup
EVERETT HARRIS & CO /CA/4,640$958K0.01%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC4,640$958K0.17%+79413F-HRTimeline
Iyo Bank, Ltd.4,639$958K0.31%new13F-HRTimeline
Wolf Group Capital Advisors4,632$956K0.32%+1,59713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,620$954K0.09%+213F-HRTimeline
New England Private Wealth Advisors LLC4,620$954K0.15%+613F-HRTimeline
BIP Wealth, LLC4,618$954K0.06%-29813F-HRTimeline
SAPIENT CAPITAL LLC4,617$953K0.02%-4,87513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,600$950K<0.01%new13F-HRTimeline
Manhattan West Asset Management, LLC4,595$949K0.24%-6,48913F-HRTimeline
Choate Investment Advisors4,594$949K0.02%-31113F-HRTimeline
Aveo Capital Partners, LLC4,379$945K0.16%+37913F-HRTimeline
Alley Investment Management Company, LLC4,550$939K0.12%-4113F-HRTimeline
Mayflower Financial Advisors, LLC4,549$939K0.14%-3613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,545$938K0.26%+1,06113F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC4,532$936K0.69%-21,05513F-HRTimeline
Plante Moran Financial Advisors, LLC4,532$936K0.08%-1,10913F-HRTimeline
Westmount Partners, LLC4,514$932K0.28%013F-HRTimeline
Naviter Wealth, LLC4,514$932K0.11%013F-HRTimeline
Athena Investment Management4,510$931K0.56%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,800$931K0.38%013F-HRTimeline
Accurate Wealth Management, LLC4,691$931K0.18%-1,31413F-HRTimeline
V2 Financial group LLC4,500$929K0.6%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,469$923K0.7%new13F-HRTimeline
Alpha Wealth Funds, LLC4,463$922K1%-46913F-HRTimeline
Seelaus Asset Management LLC4,460$921K0.88%-9013F-HRTimeline
Peak Planning Group, LLC4,425$914K0.38%+713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,413$911K0.34%+1,89013F-HRTimeline
Signature Wealth Management Partners, L…4,408$910K0.6%+5513F-HRTimeline
MRWM Advisors, LLC4,404$909K0.63%+2,46813F-HRTimeline
F/m Investments LLC4,399$908K0.04%+3213F-HRTimeline
LINCOLN CAPITAL CORP4,397$908K0.38%+2,64013F-HRTimeline
Kaydan Wealth Management, Inc.4,396$908K0.29%+4913F-HRTimeline
Raab & Moskowitz Asset Management LLC4,369$902K0.23%-1,48413F-HRTimeline
FIRST UNITED BANK & TRUST4,355$899K0.34%-1,11013F-HRTimeline
Hardy Reed LLC4,312$890K0.08%013F-HRTimeline
Broyhill Asset Management, LLC4,300$888K0.72%013F-HRTimeline
SWEENEY & MICHEL, LLC4,904$881K0.39%13F-HRTimeline
MCF Advisors LLC4,266$881K0.06%013F-HRTimeline
Xcel Wealth Management, LLC4,263$880K0.27%-813F-HRTimeline
GC Wealth Management RIA, LLC4,259$879K0.16%-16313F-HRTimeline
Summit Financial Consulting LLC4,254$878K0.81%13F-HRTimeline
Cabana LLC4,253$878K5.47%-2,61713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,230$873K0.15%-58813F-HRTimeline
LOWERY THOMAS, LLC4,208$869K0.59%+16813F-HRTimeline
Lavaca Capital LLC4,200$867K0.39%013F-HRTimeline
SOL Capital Management CO4,200$867K0.1%013F-HRTimeline
MAIRS & POWER INC4,187$865K0.01%-2,17213F-HRTimeline
Samalin Investment Counsel, LLC4,177$863K0.35%+30513F-HRTimeline
Fjell Capital, LLC4,175$862K0.87%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC4,161$859K0.52%-1,16513F-HRTimeline
COOKSON PEIRCE & CO INC4,141$855K0.04%+5913F-HRTimeline
Empire Financial Management Company, LLC4,133$853K0.26%-6213F-HRTimeline
OBSIDIAN CIO, LLC4,121$851K0.14%+1,07213F-HRTimeline
Blue Fin Capital, Inc.4,082$843K0.16%+613F-HRTimeline
Geometric Wealth Advisors4,078$842K0.14%013F-HRTimeline
Whitener Capital Management, Inc.4,060$838K0.24%+68213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC4,058$838K0.32%-1,63113F-HRTimeline
GREAT LAKES ADVISORS, LLC4,054$837K0.01%-42,99113F-HRTimeline
Purkiss Capital Advisors LLC4,050$836K0.63%+60013F-HRTimeline
Amplius Wealth Advisors, LLC4,048$836K0.09%-17513F-HRTimeline
Game Plan Financial Advisors, LLC4,043$835K0.41%-1513F-HRTimeline
Maia Wealth LLC4,157$832K0.19%+26013F-HRTimeline
Eldridge Investment Advisors, Inc.4,013$829K0.19%013F-HRTimeline
Beacon Financial Advisory LLC4,011$828K0.25%-2813F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,003$827K0.02%013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …4,000$826K0.11%013F-HRTimelineGroup
Icon Wealth Advisors, LLC3,984$823K0.07%+25013F-HRTimeline
M.E. ALLISON & CO., INC.3,983$822K0.81%+8913F-HRTimeline
Compagnie Lombard Odier SCmA3,970$820K0.01%013F-HRTimeline
Sather Financial Group Inc3,962$818K0.05%+24213F-HRTimeline
Capital Square, LLC3,958$817K0.48%+11213F-HRTimeline
Aries Wealth Management3,957$817K0.22%+7713F-HRTimeline
Bluespring Wealth Management, LLC3,952$816K0.08%-7313F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC3,950$816K0.23%013F-HRTimeline
MWA Asset Management3,947$815K0.57%-16913F-HRTimeline
Delta Investment Management, LLC3,946$815K0.16%+5013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,925$810K0.47%013F-HRTimeline
Annex Advisory Services, LLC3,907$807K0.02%013F-HRTimeline
Forza Wealth Management, LLC3,905$806K0.36%013F-HRTimeline
Haven Private, LLC3,903$806K0.46%-16113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,891$803K0.31%+59413F-HRTimeline
MainStreet Investment Advisors LLC3,889$803K0.12%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.3,888$803K0.39%+9513F-HRTimeline
Sunflower Bank, N.A.3,885$802K0.22%-14513F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC3,882$802K0.57%+2013F-HRTimeline
Endowment Wealth Management, Inc.3,878$801K0.52%+1,26913F-HRTimeline
Pacific Wealth Strategies Group, Inc.3,869$799K0.59%013F-HRTimeline
Disciplined Investments, LLC3,860$797K0.37%+613F-HRTimeline
Gateway Wealth Partners, LLC3,860$797K0.18%+2,01813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,859$797K0.03%+12513F-HRTimeline
Galvin, Gaustad & Stein, LLC3,850$795K0.07%-40013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3,848$795K0.01%-25413F-HRTimelineGroup
Rossmore Private Capital3,825$790K0.1%+25713F-HRTimeline
Family Capital Management, Inc.3,824$790K0.49%-4213F-HRTimeline
Financial Partners Group, Inc3,820$789K0.12%-813F-HRTimeline
SMITH, MOORE & CO.3,819$789K0.07%-15813F-HRTimeline
ELCO Management Co., LLC3,818$788K0.44%013F-HRTimeline
AssuredPartners Investment Advisors, LLC3,816$788K0.15%-8213F-HRTimeline
Next Capital Management LLC3,814$788K0.38%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC3,814$788K0.26%-2613F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,809$786K0.09%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.3,807$786K0.73%+213F-HRTimeline
Financial Freedom, LLC3,800$785K0.45%-21,72913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,751$780K0.06%-6,54813F-HRTimeline
Financial & Tax Architects, LLC3,776$780K0.2%+67613F-HRTimeline
HILL ISLAND FINANCIAL LLC3,772$779K0.23%-7,21913F-HRTimeline
Autumn Glory Partners, LLC3,772$779K0.39%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,771$779K0.1%013F-HRTimeline
Advance Capital Management, Inc.3,771$779K0.04%+42513F-HRTimeline
Dana Investment Advisors, Inc.3,764$777K0.03%-26813F-HRTimeline
Aviance Capital Partners, LLC3,764$777K0.11%+6113F-HRTimeline
FSA WEALTH PARTNERS, INC.3,762$777K0.29%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,756$775K0.45%+713F-HRTimeline
Welch & Forbes LLC3,754$775K0.01%+45113F-HRTimeline
Intrepid Financial Planning Group LLC3,752$775K0.36%-26,80713F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,751$775K<0.01%-11,90613F-HRTimeline
Severin Investments, LLC3,731$770K0.77%-18813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,719$768K-242Timeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,688$761K0.29%+1413F-HRTimeline
Tortoise Investment Management, LLC3,686$761K0.08%+33813F-HR/ATimeline