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Disclosery

XLK SELECT SECTOR SPDR TR

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SHS (fund)

2,265 managers (2,291 13F filers) reported a position in XLK shares at 2025-09-30, 172,191,457 shares in all. 163 filers opened a position and 65 filers sold out during the quarter.

Managers
2,265
13F filers
2,291
New
163
Added
830
Reduced
796
Sold out
65
Shares held by filers
172,191,457

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Armor Investment Advisors, LLC6,060$1.71M0.54%-71513F-HRTimeline
SWMG, LLC5,862$1.69M0.51%-11513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,006$1.69M0.01%-2,38613F-HRTimelineGroup
Finward Bancorp5,997$1.69M1.28%+24213F-HRTimeline
One Day In July LLC5,995$1.69M0.14%-813F-HRTimeline
Sand Hill Global Advisors, LLC5,981$1.69M0.06%-22813F-HRTimeline
Lionshead Wealth Management, LLC5,971$1.68M1.34%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,953$1.68M<0.01%+1,31813F-HRTimelineGroup
Private Wealth Asset Management, LLC5,933$1.67M0.2%+86513F-HRTimeline
Tanglewood Wealth Management, Inc.5,886$1.66M0.15%+26213F-HRTimeline
Robinson Value Management, Ltd.5,884$1.66M0.96%-23913F-HRTimeline
Endowment Wealth Management, Inc.5,884$1.66M0.75%+1,10313F-HRTimeline
KG Capital Management5,824$1.64M0.45%-44613F-HRTimeline
American Trust5,815$1.64M0.14%+1,63213F-HRTimeline
Red Door Wealth Management, LLC5,777$1.63M0.17%013F-HRTimeline
KPP Advisory Services LLC5,772$1.63M0.24%013F-HRTimeline
Yukon Wealth Management, Inc.5,764$1.62M0.53%+213F-HRTimeline
GenTrust, LLC5,728$1.61M0.07%-50013F-HRTimeline
Fiduciary Alliance LLC5,727$1.61M0.11%+1,21513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT5,726$1.61M0.3%013F-HRTimeline
Fort Point Capital Partners LLC5,713$1.61M0.2%-11,53713F-HRTimeline
Boreal Capital Management LLC5,693$1.6M1.29%+1,45113F-HRTimeline
Clarius Group, LLC5,688$1.6M0.09%013F-HRTimeline
LPWM LLC5,677$1.6M0.43%-6013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC5,648$1.59M0.12%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,632$1.59M0.23%+49813F-HRTimeline
HOURGLASS CAPITAL, LLC5,630$1.59M0.36%+70013F-HRTimeline
Selective Wealth Management, Inc.5,541$1.58M0.51%013F-HRTimeline
Pathway Financial Advisors LLC5,602$1.58M0.21%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,589$1.58M0.05%013F-HRTimeline
Aureus Asset Management, LLC5,589$1.58M0.1%-4713F-HRTimeline
Cardinal Point Capital Management ULC5,567$1.57M0.11%-47413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,563$1.57M0.3%-33313F-HRTimeline
Atlas Private Wealth Advisors5,553$1.57M0.38%-5,42813F-HRTimeline
Luminist Capital LLC5,453$1.55M1.34%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,486$1.55M0.13%-63613F-HRTimeline
Garde Capital, Inc.5,481$1.54M0.08%+3113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,467$1.54M0.01%013F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC5,463$1.54M0.51%-5,46413F-HRTimeline
NCM Capital Management, LLC5,426$1.53M0.59%013F-HRTimeline
Tyche Wealth Partners LLC5,419$1.53M0.27%-2713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich5,411$1.53M<0.01%-25013F-HRTimeline
Horizon Family Wealth, Inc.5,396$1.52M0.87%+2013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…5,386$1.52M<0.01%-3,78413F-HRTimelineGroup
Daner Wealth Management, LLC5,326$1.52M0.99%+313F-HRTimeline
Laird Norton Wetherby Wealth Management…5,382$1.52M0.06%+22013F-HRTimeline
TABLEAUX LLC5,378$1.52M0.61%+2,68913F-HRTimeline
F/m Investments LLC5,377$1.52M0.06%+12113F-HRTimeline
Total Clarity Wealth Management, Inc.5,358$1.51M0.4%-4713F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,349$1.51M0.75%-83713F-HRTimeline
M.E. ALLISON & CO., INC.5,347$1.51M1.05%+15813F-HRTimeline
National Philanthropic Trust5,305$1.5M0.02%-113F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…5,300$1.49M0.01%new13F-HR/ATimelineGroup
Solstein Capital, LLC5,297$1.49M0.68%013F-HRTimeline
Brookwood Investment Group LLC5,288$1.49M0.19%-37413F-HRTimeline
MATHER GROUP, LLC.5,267$1.48M0.01%+21913F-HRTimeline
Cyndeo Wealth Partners, LLC5,263$1.48M0.08%+5813F-HRTimeline
Three Magnolias Financial Advisors, LLC5,241$1.48M0.92%013F-HRTimeline
Chemistry Wealth Management LLC5,220$1.47M0.28%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,219$1.47M0.03%+62713F-HRTimeline
1900 WEALTH MANAGEMENT LLC5,198$1.47M0.1%+613F-HRTimeline
Nemes Rush Group LLC5,198$1.46M0.15%+9213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC5,188$1.46M0.31%-7013F-HRTimeline
Newman Dignan & Sheerar, Inc.5,159$1.45M0.31%+113F-HRTimeline
SIGNATUREFD, LLC5,158$1.45M0.02%-1,27813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC5,158$1.45M0.05%+10013F-HRTimelineGroup
COOKSON PEIRCE & CO INC5,154$1.45M0.06%+1,39713F-HRTimeline
YHB Investment Advisors, Inc.5,138$1.45M0.11%-33913F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors5,132$1.45M0.73%-49013F-HRTimelineGroup
GWN SECURITIES INC.5,087$1.44M0.33%-6,07313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT5,104$1.44M0.46%+14013F-HRTimeline
Flywheel Private Wealth LLC5,102$1.44M1.12%013F-HRTimeline
Global Wealth Management Investment Adv…5,094$1.44M0.24%+1,38013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,088$1.43M0.01%+413F-HRTimelineGroup
Hilltop National Bank5,077$1.43M0.35%013F-HRTimeline
Nadler Financial Group, Inc.5,061$1.43M0.14%+5513F-HRTimeline
JACKSON SQUARE CAPITAL, LLC5,051$1.42M0.31%+21713F-HRTimeline
Legacy Edge Advisors, LLC5,016$1.41M0.17%+14513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,016$1.41M0.03%+2713F-HRTimeline
Ackerman Asset Management, LLC4,996$1.41M1.01%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO4,980$1.4M0.3%-6513F-HRTimeline
Quadrant Private Wealth Management, LLC4,970$1.4M0.26%+313F-HRTimeline
First National Bank of Mount Dora, Trus…4,964$1.4M0.31%-5013F-HRTimeline
Austin Private Wealth, LLC4,951$1.4M0.11%-713F-HRTimeline
Triangle Securities Wealth Management4,950$1.4M0.32%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Grantvest Financial Group LLC4,945$1.39M0.96%-4013F-HRTimeline
L.M. KOHN & COMPANY4,945$1.39M1.68%-61213F-HRTimeline
Quartz Partners, LLC4,933$1.39M0.5%+2,84413F-HRTimeline
Xcel Wealth Management, LLC4,928$1.39M0.36%+35513F-HRTimeline
Parisi Gray Wealth Management4,924$1.39M0.36%-3913F-HRTimeline
River Wealth Advisors LLC4,915$1.39M0.16%-6713F-HRTimeline
Warner Group LLC4,908$1.38M0.95%13F-HRTimeline
Ullmann Wealth Partners Group, LLC4,900$1.38M0.15%+2,64413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,600$1.38M0.46%-20013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC4,877$1.37M0.07%-9313F-HRTimeline
SWEENEY & MICHEL, LLC4,936$1.37M0.46%+2413F-HRTimeline
Naviter Wealth, LLC4,872$1.37M0.16%+25813F-HRTimeline
HCR Wealth Advisors4,797$1.37M0.14%-1513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…4,845$1.37M0.2%-3,49713F-HRTimeline
FIRST UNITED BANK & TRUST4,785$1.35M0.44%+22913F-HRTimeline
Boothe Investment Group, Inc.4,771$1.34M0.49%-12713F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV4,753$1.34M1.15%+6613F-HRTimeline
American Institute for Advanced Investm…4,750$1.34M0.88%013F-HRTimeline
FIRST COMMUNITY TRUST NA4,737$1.34M1.03%013F-HRTimeline
Annex Advisory Services, LLC4,735$1.33M0.03%+55513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,723$1.33M0.22%013F-HRTimeline
Westmount Partners, LLC4,641$1.32M0.34%+14513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC4,686$1.32M0.05%-22013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,660$1.31M<0.01%-13,54013F-HRTimelineGroup
Vertex Planning Partners, LLC4,643$1.31M0.25%-7,67713F-HRTimeline
Sunesis Advisors, LLC4,642$1.31M0.61%13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…4,621$1.3M<0.01%+96813F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,615$1.3M<0.01%+4,34713F-HRTimelineGroup
Plante Moran Financial Advisors, LLC4,607$1.3M0.08%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,598$1.3M0.05%-17313F-HRTimelineGroup
Choate Investment Advisors4,571$1.29M0.03%-38613F-HRTimeline
Curi Capital, LLC4,567$1.29M0.02%-5,06513F-HRTimeline
Whitener Capital Management, Inc.4,542$1.28M0.31%+31513F-HRTimeline
New England Private Wealth Advisors LLC4,530$1.28M0.17%-2913F-HRTimeline
EVERETT HARRIS & CO /CA/4,525$1.28M0.02%013F-HRTimeline
Samalin Investment Counsel, LLC4,524$1.28M0.44%+10213F-HRTimeline
Resolute Wealth Strategies, LLC4,520$1.27M0.58%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,516$1.27M0.11%+313F-HRTimeline
Athena Investment Management4,510$1.27M0.66%013F-HRTimeline
V2 Financial group LLC4,500$1.27M0.7%013F-HRTimeline
Financial & Tax Architects, LLC4,489$1.27M0.28%+61913F-HRTimeline
Advisors Capital Management, LLC4,464$1.26M0.02%+87613F-HRTimeline
BEARING POINT CAPITAL, LLC4,459$1.26M0.22%013F-HRTimeline
Lunt Capital Management, Inc.4,447$1.25M0.48%-35913F-HRTimeline
Patriot Financial Group Insurance Agenc…4,433$1.25M0.16%-3,79613F-HRTimeline
MRWM Advisors, LLC4,427$1.25M0.71%-15713F-HRTimeline
Biltmore Family Office, LLC4,418$1.25M0.18%+3313F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,410$1.24M0.03%+5613F-HRTimeline
Signature Wealth Management Partners, L…4,408$1.24M0.65%013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,407$1.24M<0.01%+73513F-HRTimeline
Kaydan Wealth Management, Inc.4,403$1.24M0.35%+2013F-HRTimeline
Seelaus Asset Management LLC4,385$1.24M0.98%+1013F-HR/ATimeline
Raab & Moskowitz Asset Management LLC4,382$1.24M0.28%+6313F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,382$1.23M0.07%+2,14213F-HRTimelineGroup
Richard W. Paul & Associates, LLC4,379$1.23M0.42%-23313F-HRTimeline
Spartan Planning & Wealth Management4,371$1.23M0.96%-6213F-HRTimeline
Frisch Financial Group, Inc.4,342$1.22M0.28%+1,66613F-HRTimeline
Alley Investment Management Company, LLC4,332$1.22M0.14%013F-HRTimeline
Coyle Financial Counsel LLC4,319$1.22M0.28%013F-HRTimeline
Hardy Reed LLC4,312$1.22M0.09%013F-HRTimeline
Broyhill Asset Management, LLC4,300$1.21M1.06%013F-HRTimeline
Colonial River Investments, LLC4,266$1.2M0.44%-21313F-HRTimeline
Sather Financial Group Inc4,262$1.2M0.07%+28913F-HRTimeline
BIP Wealth, LLC4,249$1.2M0.06%-16013F-HRTimeline
Riggs Asset Managment Co. Inc.4,247$1.2M0.26%+1,00913F-HRTimeline
Game Plan Financial Advisors, LLC4,241$1.2M0.5%+5013F-HRTimeline
PDS Planning, Inc4,236$1.19M0.08%-1,15513F-HRTimeline
Fjell Capital, LLC4,219$1.19M1.05%-13713F-HRTimeline
ELCO Management Co., LLC4,218$1.19M0.62%+40013F-HRTimeline
Bulltick Wealth Management, LLC4,206$1.19M0.28%-37413F-HRTimeline
Cambria Investment Management, L.P.4,204$1.18M0.07%+1,58213F-HR/ATimeline
Empowered Funds, LLC4,204$1.18M0.01%-1,03313F-HRTimeline
Lavaca Capital LLC4,200$1.18M0.21%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,163$1.17M0.37%-25213F-HRTimeline
PURSUE WEALTH PARTNERS LLC4,161$1.17M0.64%013F-HRTimeline
LOWERY THOMAS, LLC4,144$1.17M0.67%-6013F-HRTimeline
Empire Financial Management Company, LLC4,143$1.17M0.27%013F-HRTimeline
Capital Square, LLC4,129$1.16M0.59%+2113F-HRTimeline
DOLIVER ADVISORS, LP4,129$1.16M0.3%+3,26113F-HRTimeline
Wilmington Savings Fund Society, FSB4,119$1.16M0.03%-7,26113F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB4,116$1.16M0.03%013F-HRTimeline
Perissos Private Wealth Management, LLC4,093$1.15M0.84%new13F-HRTimeline
Geometric Wealth Advisors4,078$1.15M0.15%013F-HRTimeline
Dana Investment Advisors, Inc.4,036$1.14M0.03%-13813F-HRTimeline
Next Capital Management LLC4,027$1.14M0.38%+5613F-HRTimeline
Delta Investment Management, LLC4,026$1.13M0.2%013F-HRTimeline
Plan Group Financial, LLC4,025$1.13M0.3%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding4,023$1.13M-6,617Timeline
WP Advisors, LLC4,014$1.13M0.29%-3213F-HRTimeline
Invst, LLC3,998$1.13M0.13%new13F-HRTimeline
Beacon Financial Advisory LLC3,995$1.13M0.26%-1813F-HRTimeline
Icon Wealth Advisors, LLC3,993$1.13M0.08%+813F-HRTimeline
Oldfather Financial Services, LLC3,986$1.12M0.35%+48013F-HRTimeline
Compagnie Lombard Odier SCmA3,970$1.12M0.01%013F-HRTimeline
Autumn Glory Partners, LLC3,965$1.12M0.46%+26013F-HRTimeline
Lewis Asset Management, LLC3,951$1.11M0.46%+37713F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC3,950$1.11M0.3%013F-HRTimeline
Eldridge Investment Advisors, Inc.3,948$1.11M0.25%-2513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,927$1.11M0.47%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,925$1.11M0.57%013F-HRTimeline
Family Capital Management, Inc.3,906$1.1M0.53%+6813F-HRTimeline
Tidemark, LLC3,906$1.1M0.32%-17,29813F-HRTimeline
Forza Wealth Management, LLC3,905$1.1M0.42%013F-HRTimeline
Independence Bank of Kentucky3,899$1.1M0.14%+75313F-HRTimeline
Diversified Enterprises, LLC3,899$1.1M0.07%+10113F-HRTimeline
MainStreet Investment Advisors LLC3,889$1.1M0.15%013F-HRTimeline
Goodman Advisory Group, LLC3,885$1.1M0.27%-34813F-HRTimeline
Clark Capital Management Group, Inc.3,885$1.1M0.01%+1,21813F-HRTimeline
Strategic Financial Concepts, LLC3,871$1.09M0.16%-9513F-HRTimeline
HBK Sorce Advisory LLC3,835$1.09M0.03%+34013F-HR/ATimeline
Summit Financial Consulting LLC3,868$1.09M0.87%+64013F-HRTimeline
Welch & Forbes LLC3,864$1.09M0.01%+11013F-HRTimeline
Alpha Cubed Investments, LLC3,860$1.09M0.04%+17013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,857$1.09M0.33%-21413F-HRTimeline
Union Bancaire Privee, UBP SA3,887$1.08M0.02%013F-HRTimeline