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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
Smartleaf Asset Management LLC5,885$1.48M0.13%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,800$1.47M0.1%+2,04913F-HR/ATimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …5,779$1.46M0.04%+2,43013F-HRTimelineGroup
Red Door Wealth Management, LLC5,777$1.46M0.17%-113F-HRTimeline
KPP Advisory Services LLC5,772$1.46M0.24%013F-HR/ATimeline
Yukon Wealth Management, Inc.5,762$1.46M0.52%+30213F-HRTimeline
Finward Bancorp5,755$1.46M1.15%-1513F-HRTimeline
LPWM LLC5,737$1.45M0.42%-4213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT5,726$1.45M0.28%-1,63513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,716$1.45M0.14%-5513F-HRTimeline
Clarius Group, LLC5,688$1.44M0.08%+113F-HRTimeline
Brookwood Investment Group LLC5,662$1.43M0.23%+71113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,661$1.43M<0.01%013F-HR/ATimeline
MARCO INVESTMENT MANAGEMENT LLC5,648$1.43M0.12%+25313F-HRTimeline
Selective Wealth Management, Inc.5,541$1.43M0.52%013F-HRTimeline
Daner Wealth Management, LLC5,323$1.43M0.98%13F-HRTimeline
Aureus Asset Management, LLC5,636$1.43M0.09%-27013F-HRTimeline
Tanglewood Wealth Management, Inc.5,624$1.42M0.14%+23313F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,622$1.42M0.7%+79013F-HRTimelineGroup
Pathway Financial Advisors LLC5,602$1.42M0.21%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,589$1.42M0.04%-513F-HRTimeline
L.M. KOHN & COMPANY5,557$1.41M0.38%-3,73413F-HRTimeline
Centric Wealth Management5,290$1.41M0.34%+3,84013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.5,515$1.4M0.35%+97013F-HRTimeline
YHB Investment Advisors, Inc.5,477$1.39M0.11%+3,30813F-HRTimeline
Bangor Savings Bank5,474$1.39M0.12%-70613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,467$1.38M0.01%+18413F-HRTimeline
Garde Capital, Inc.5,450$1.38M0.07%-2513F-HRTimeline
Tyche Wealth Partners LLC5,446$1.38M0.28%+26213F-HRTimeline
Total Wealth Planning & Management, Inc.5,432$1.38M1.19%+2,81513F-HRTimeline
GC Wealth Management RIA, LLC5,430$1.38M0.11%+1,17113F-HRTimeline
NCM Capital Management, LLC5,426$1.37M0.56%013F-HRTimeline
Lantern Wealth Advisors, LLC5,416$1.37M0.82%13F-HRTimeline
Total Clarity Wealth Management, Inc.5,405$1.37M0.39%-8013F-HRTimeline
Luminist Capital LLC5,452$1.37M1.36%+3,03113F-HRTimeline
PDS Planning, Inc5,391$1.37M0.1%+913F-HRTimeline
Horizon Family Wealth, Inc.5,376$1.36M0.83%+913F-HRTimeline
National Philanthropic Trust5,306$1.34M0.02%+113F-HRTimeline
Maia Wealth LLC5,297$1.34M0.26%+1,14013F-HRTimeline
Solstein Capital, LLC5,297$1.34M0.69%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC5,258$1.33M0.32%013F-HRTimeline
F/m Investments LLC5,256$1.33M0.05%+85713F-HRTimeline
Three Magnolias Financial Advisors, LLC5,241$1.33M0.92%-15013F-HRTimeline
Empowered Funds, LLC5,237$1.33M0.02%new13F-HRTimeline
Chemistry Wealth Management LLC5,220$1.32M0.28%+27213F-HRTimeline
Cyndeo Wealth Partners, LLC5,205$1.32M0.08%-7013F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,192$1.31M0.1%+813F-HRTimeline
M.E. ALLISON & CO., INC.5,189$1.31M1.06%+1,20613F-HRTimeline
Glen Eagle Advisors, LLC5,188$1.31M0.2%-2313F-HRTimeline
Laird Norton Wetherby Wealth Management…5,162$1.31M0.06%13F-HRTimeline
Newman Dignan & Sheerar, Inc.5,158$1.31M0.3%+23513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,134$1.3M0.2%+49413F-HRTimeline
Nemes Rush Group LLC5,106$1.29M0.14%-513F-HRTimeline
Flywheel Private Wealth LLC5,102$1.29M1.04%-1,22913F-HRTimeline
Strategic Wealth Partners, Ltd.5,086$1.29M0.1%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,084$1.29M0.01%+1,23613F-HRTimelineGroup
Hilltop National Bank5,077$1.29M0.34%13F-HRTimeline
Private Wealth Asset Management, LLC5,068$1.28M0.17%-28313F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC5,058$1.28M0.05%+12613F-HRTimelineGroup
MATHER GROUP, LLC.5,048$1.28M0.01%+1,52913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,045$1.28M0.29%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,800$1.27M0.46%013F-HRTimeline
First National Bank of Mount Dora, Trus…5,014$1.27M0.29%-48713F-HRTimeline
Nadler Financial Group, Inc.5,006$1.27M0.13%+35013F-HRTimeline
Ackerman Asset Management, LLC4,996$1.27M1.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,989$1.26M0.03%-49913F-HRTimeline
Grantvest Financial Group LLC4,985$1.26M0.94%+813F-HRTimeline
River Wealth Advisors LLC4,982$1.26M0.16%-20013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,970$1.26M0.07%-54013F-HRTimeline
Quadrant Private Wealth Management, LLC4,967$1.26M0.26%+30313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT4,964$1.26M0.45%-27313F-HRTimeline
Parisi Gray Wealth Management4,963$1.26M0.36%+213F-HRTimeline
SWEENEY & MICHEL, LLC4,912$1.26M0.45%+813F-HRTimeline
Austin Private Wealth, LLC4,958$1.26M0.1%-25313F-HRTimeline
Choate Investment Advisors4,957$1.26M0.03%+36313F-HRTimeline
Triangle Securities Wealth Management4,950$1.25M0.31%+12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOURGLASS CAPITAL, LLC4,930$1.25M0.31%-40013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC4,906$1.24M0.05%-75113F-HRTimeline
Boothe Investment Group, Inc.4,898$1.24M0.47%new13F-HRTimeline
Legacy Edge Advisors, LLC4,871$1.23M0.16%-18813F-HRTimeline
Dorsey & Whitney Trust CO LLC4,849$1.23M0.06%013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC4,834$1.22M0.27%+1,02013F-HRTimeline
Centurion Wealth Management LLC4,816$1.22M0.35%-40913F-HRTimeline
HCR Wealth Advisors4,812$1.22M0.14%-1713F-HRTimeline
Lunt Capital Management, Inc.4,806$1.22M0.47%new13F-HRTimeline
Endowment Wealth Management, Inc.4,781$1.21M0.62%+90313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,771$1.21M0.05%-65413F-HRTimelineGroup
New England Private Wealth Advisors LLC4,559$1.21M0.18%-6113F-HRTimeline
American Institute for Advanced Investm…4,750$1.2M0.85%-13513F-HRTimeline
FIRST COMMUNITY TRUST NA4,737$1.2M0.97%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,723$1.2M0.21%013F-HRTimeline
SOL Capital Management CO4,691$1.19M0.12%+49113F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV4,687$1.19M1.08%+313F-HRTimeline
Purkiss Capital Advisors LLC4,663$1.18M0.66%+61313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,635$1.17M<0.01%+1,00913F-HRTimelineGroup
Naviter Wealth, LLC4,614$1.17M0.14%+10013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,613$1.17M0.23%-1,39213F-HRTimeline
Richard W. Paul & Associates, LLC4,612$1.17M0.42%-13613F-HRTimeline
Plante Moran Financial Advisors, LLC4,607$1.17M0.08%+7513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,592$1.16M0.03%-38013F-HRTimeline
MRWM Advisors, LLC4,584$1.16M0.73%+18013F-HRTimeline
Bulltick Wealth Management, LLC4,580$1.16M0.29%-40913F-HRTimeline
Xcel Wealth Management, LLC4,573$1.16M0.33%+31013F-HRTimeline
FIRST UNITED BANK & TRUST4,556$1.15M0.4%+20113F-HRTimeline
Colonial River Investments, LLC4,479$1.15M0.5%-27313F-HRTimeline
EVERETT HARRIS & CO /CA/4,525$1.15M0.01%-11513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,513$1.14M0.11%-10713F-HRTimeline
Fiduciary Alliance LLC4,512$1.14M0.09%+1,31913F-HRTimeline
Athena Investment Management4,510$1.14M0.64%013F-HRTimeline
V2 Financial group LLC4,500$1.14M0.69%013F-HRTimeline
Westmount Partners, LLC4,496$1.14M0.31%-1813F-HRTimeline
MORTON COMMUNITY BANK4,480$1.13M0.28%new13F-HRTimeline
BEARING POINT CAPITAL, LLC4,459$1.13M0.21%-42013F-HRTimeline
Spartan Planning & Wealth Management4,433$1.12M0.96%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,426$1.12M0.18%+19613F-HRTimeline
Samalin Investment Counsel, LLC4,422$1.12M0.43%+24513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,415$1.12M0.37%+213F-HRTimeline
BIP Wealth, LLC4,409$1.12M0.07%-20913F-HRTimeline
Signature Wealth Management Partners, L…4,408$1.12M0.64%013F-HRTimeline
Biltmore Family Office, LLC4,385$1.11M0.19%-28813F-HRTimeline
Kaydan Wealth Management, Inc.4,383$1.11M0.36%-1313F-HRTimeline
Seelaus Asset Management LLC4,375$1.11M0.98%-8513F-HRTimeline
Fjell Capital, LLC4,356$1.1M1.02%+18113F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,354$1.1M0.02%-57513F-HRTimeline
Alley Investment Management Company, LLC4,332$1.1M0.13%-21813F-HRTimeline
Coyle Financial Counsel LLC4,319$1.09M0.29%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC4,319$1.09M0.26%-5013F-HRTimeline
Hardy Reed LLC4,312$1.09M0.09%013F-HRTimeline
Broyhill Asset Management, LLC4,300$1.09M0.99%013F-HRTimeline
MCF Advisors LLC4,266$1.08M0.07%013F-HRTimeline
UMB Bank, n.a.4,263$1.08M0.02%-89513F-HR/ATimeline
MAIRS & POWER INC4,246$1.08M0.01%+5913F-HRTimeline
INTRUST BANK NA4,244$1.07M0.1%new13F-HRTimeline
Boreal Capital Management LLC4,242$1.07M0.89%13F-HRTimeline
Goodman Advisory Group, LLC4,233$1.07M0.36%-71213F-HRTimeline
Whitener Capital Management, Inc.4,227$1.07M0.28%+16713F-HRTimeline
LOWERY THOMAS, LLC4,204$1.06M0.68%-413F-HRTimeline
Lavaca Capital LLC4,200$1.06M0.43%013F-HR/ATimeline
Game Plan Financial Advisors, LLC4,191$1.06M0.46%+14813F-HRTimeline
American Trust4,183$1.06M0.1%new13F-HRTimeline
Annex Advisory Services, LLC4,180$1.06M0.03%+27313F-HRTimeline
SAPIENT CAPITAL LLC4,177$1.06M0.02%-44013F-HRTimeline
Dana Investment Advisors, Inc.4,174$1.06M0.03%+41013F-HRTimeline
Pines Wealth Management, LLC4,111$1.06M0.37%+21013F-HRTimeline
PMG Wealth Management, Inc.4,163$1.05M0.87%-1,09013F-HRTimeline
PURSUE WEALTH PARTNERS LLC4,161$1.05M0.6%013F-HRTimeline
Capital Square, LLC4,108$1.05M0.56%+15013F-HRTimeline
Empire Financial Management Company, LLC4,143$1.05M0.3%+1013F-HRTimeline
Man Group plcin group Man Group plc4,138$1.05M<0.01%+3,54713F-HRTimelineGroup
GM Advisory Group, LLC4,124$1.04M0.05%-81413F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,116$1.04M0.03%+11313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,087$1.03M0.03%+22813F-HRTimeline
Geometric Wealth Advisors4,078$1.03M0.15%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC4,071$1.03M0.34%+1313F-HRTimeline
Blue Fin Capital, Inc.4,061$1.03M0.18%-2113F-HRTimeline
Amplius Wealth Advisors, LLC4,048$1.03M0.1%013F-HRTimeline
WP Advisors, LLC4,046$1.02M0.28%+53113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,038$1.02M0.19%new13F-HRTimeline
Delta Investment Management, LLC4,026$1.02M0.2%+8013F-HRTimeline
Pacific Wealth Strategies Group, Inc.3,869$1.02M0.67%013F-HRTimeline
Beacon Financial Advisory LLC4,013$1.02M0.26%+213F-HRTimeline
Icon Wealth Advisors, LLC3,985$1.01M0.07%+113F-HRTimeline
Eldridge Investment Advisors, Inc.3,973$1.01M0.21%-4013F-HRTimeline
Sather Financial Group Inc3,973$1.01M0.06%+1113F-HRTimeline
Next Capital Management LLC3,971$1.01M0.37%+15713F-HRTimeline
Compagnie Lombard Odier SCmA3,970$1.01M0.01%013F-HRTimeline
Strategic Financial Concepts, LLC3,966$1M0.14%-1,21313F-HRTimeline
Alpha Wealth Funds, LLC3,958$1M0.94%-50513F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding3,959$1M+240Timeline
Bluespring Wealth Management, LLC3,952$1M0.1%013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC3,950$1M0.27%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,927$995K0.45%-97513F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,925$994K0.56%013F-HRTimeline
J HAGAN CAPITAL, INC.3,803$993K0.67%+2,62713F-HRTimeline
Forza Wealth Management, LLC3,905$989K0.41%013F-HRTimeline
MainStreet Investment Advisors LLC3,889$985K0.14%013F-HRTimeline
Secure Asset Management, LLC3,873$981K0.18%+50213F-HRTimeline
Financial & Tax Architects, LLC3,870$980K0.24%+9413F-HRTimeline
MWA Asset Management3,862$978K0.6%-8513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC3,860$977K0.38%+1,16813F-HRTimeline
Edgestream Partners, L.P.3,859$977K0.03%+1,31013F-HRTimeline
Disciplined Investments, LLC3,854$976K0.41%-613F-HRTimeline
Galvin, Gaustad & Stein, LLC3,850$975K0.08%013F-HRTimeline
Union Bancaire Privee, UBP SA3,887$975K0.01%+70013F-HRTimeline
Family Capital Management, Inc.3,838$972K0.51%+1413F-HRTimeline
Financial Partners Group, Inc3,825$969K0.13%+513F-HRTimeline
SMITH, MOORE & CO.3,820$967K0.08%+113F-HRTimeline
ELCO Management Co., LLC3,818$967K0.51%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,809$965K0.11%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.3,808$964K0.83%+113F-HRTimeline
Dale Q Rice Investment Management Ltd3,722$963K0.8%-2,48813F-HRTimeline
Diversified Enterprises, LLC3,798$962K0.07%+75413F-HRTimeline
Aries Wealth Management3,795$961K0.25%-16213F-HRTimeline
HILL ISLAND FINANCIAL LLC3,772$955K0.27%013F-HRTimeline
Sunflower Bank, N.A.3,771$955K0.24%-11413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,771$955K0.11%013F-HRTimeline
Prostatis Group LLC3,765$953K0.27%-14,37913F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,762$953K0.5%+613F-HRTimeline
COOKSON PEIRCE & CO INC3,757$951K0.04%-38413F-HRTimeline
Welch & Forbes LLC3,754$951K0.01%013F-HRTimeline