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Disclosery

XLK SELECT SECTOR SPDR TR

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SHS (fund)

2,458 managers (2,488 13F filers) reported a position in XLK shares at 2025-12-31, 349,533,732 shares in all. 150 filers opened a position and 100 filers sold out during the quarter.

Managers
2,458
13F filers
2,488
New
150
Added
2,076
Reduced
55
Sold out
100
Shares held by filers
349,533,732

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DT Investment Partners, LLC13,020$1.87M0.16%+6,51013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC12,996$1.87M0.69%+4,77313F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC12,964$1.87M0.29%+6,71213F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding12,902$1.86M+10,540Timeline
Bank of New Hampshire12,880$1.85M0.42%+6,44013F-HRTimeline
DOLIVER ADVISORS, LP12,832$1.85M0.46%+8,70313F-HRTimeline
Wealth Architects, LLC12,814$1.84M0.17%+6,40713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.12,791$1.84M0.61%+6,40513F-HRTimeline
GREENLEAF TRUST12,756$1.84M0.02%+5,61813F-HRTimeline
IAM Advisory, LLC12,737$1.83M0.41%+6,37613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC12,678$1.83M0.25%+7,04613F-HRTimeline
Cane Capital Partners, LLC12,660$1.82M0.76%13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…12,591$1.81M0.14%+6,42913F-HRTimeline
Private Wealth Asset Management, LLC12,516$1.8M0.2%+6,58313F-HRTimeline
Purkiss Capital Advisors LLC12,479$1.8M0.84%+5,77713F-HRTimeline
Beacon Bank & Trust12,464$1.79M0.36%+6,23013F-HRTimeline
Box Hill Private Wealth LLC12,458$1.79M1.82%13F-HRTimeline
Phillips Wealth Planners LLC12,415$1.79M1.43%+5,55613F-HRTimeline
Aventura Private Wealth, LLC12,392$1.78M0.64%+6,19613F-HRTimeline
KDK Private Wealth Management, LLC12,352$1.78M1.55%+6,15613F-HR/ATimeline
DAVIS R M INC12,352$1.78M0.03%+6,09613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.12,343$1.78M0.35%+5,41013F-HRTimeline
Finward Bancorp12,304$1.77M1.38%+6,30713F-HRTimeline
Altus Wealth Group LLC12,290$1.77M0.71%+5,70113F-HRTimeline
Maltin Wealth Management, Inc.12,275$1.77M0.7%+6,14213F-HRTimeline
Garde Capital, Inc.12,273$1.77M0.1%+6,79213F-HRTimeline
Madden Advisory Services, Inc.12,255$1.76M0.71%+6,12413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,222$1.76M0.08%+7,84013F-HRTimelineGroup
Tradition Wealth Management, LLC12,238$1.76M0.13%+5,84213F-HRTimeline
Founders Financial Alliance, LLC12,198$1.76M0.33%+5,92413F-HRTimeline
Gilliland Jeter Wealth Management LLC12,152$1.75M0.53%+5,07613F-HRTimeline
NTV Asset Management LLC12,023$1.73M0.18%+5,72913F-HRTimeline
Fiduciary Alliance LLC11,988$1.73M0.11%+6,26113F-HRTimeline
Armor Investment Advisors, LLC11,981$1.72M0.63%+5,92113F-HRTimeline
Peoples Bank/KS11,962$1.72M1.73%+5,89113F-HRTimeline
Westwood Wealth Management11,943$1.72M1.29%new13F-HRTimeline
Lionshead Wealth Management, LLC11,943$1.72M1.29%+5,97213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP11,940$1.72M0.25%+5,74913F-HRTimeline
Royal Fund Management, LLC11,895$1.72M0.16%+8,71013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…11,856$1.71M0.04%new13F-HRTimelineGroup
LPWM LLC11,836$1.7M0.43%+6,15913F-HRTimeline
Wealth Advisory Solutions, LLC11,810$1.7M0.4%+5,65113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…11,803$1.7M<0.01%+5,85013F-HRTimelineGroup
Ruggiero Investments, Inc.11,799$1.7M1.53%13F-HRTimeline
Robinson Value Management, Ltd.11,794$1.7M0.92%+5,91013F-HRTimeline
1015 Capital Partners, LLC11,790$1.7M1.67%13F-HRTimeline
YHB Investment Advisors, Inc.11,730$1.69M0.12%+6,59213F-HRTimeline
Premier Private Wealth Management LLC11,618$1.69M1.75%13F-HRTimeline
ProVise Management Group, LLC11,696$1.68M0.12%+5,58613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,695$1.68M0.03%+6,67913F-HRTimeline
Tyche Wealth Partners LLC11,663$1.68M0.27%+6,24413F-HRTimeline
Red Door Wealth Management, LLC11,646$1.68M0.17%+5,86913F-HRTimeline
United Community Bankin group United Community Bank11,624$1.67M0.63%+5,51013F-HRTimelineGroup
Cardinal Point Capital Management ULC11,608$1.67M0.11%+6,04113F-HRTimeline
Ifrah Financial Services, Inc.11,604$1.67M0.43%+5,03313F-HRTimeline
One Day In July LLC11,602$1.67M0.14%+5,60713F-HRTimeline
Boreal Capital Management LLC11,565$1.66M1.26%+5,87213F-HRTimeline
Bridgewater Advisors Inc.11,566$1.66M0.11%+5,45913F-HRTimeline
KLCM Advisors, Inc.11,553$1.66M0.14%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC11,548$1.66M0.1%+5,27313F-HRTimeline
Fort Point Capital Partners LLC11,426$1.66M0.2%+5,71313F-HRTimeline
KPP Advisory Services LLC11,544$1.66M0.24%+5,77213F-HRTimeline
Sand Hill Global Advisors, LLC11,506$1.66M0.06%+5,52513F-HRTimeline
Pathway Financial Advisors LLC11,202$1.64M0.21%+5,60013F-HRTimeline
Clark Capital Management Group, Inc.11,384$1.64M0.01%+7,49913F-HRTimeline
Selective Wealth Management, Inc.11,202$1.63M0.51%+5,66113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC11,284$1.62M0.12%+5,63613F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC11,272$1.62M0.56%+5,80913F-HRTimeline
HOURGLASS CAPITAL, LLC11,240$1.62M0.35%+5,61013F-HRTimeline
Atlas Private Wealth Advisors11,198$1.61M0.38%+5,64513F-HRTimeline
CHICAGO TRUST Co NA11,192$1.61M0.25%+3,76713F-HRTimeline
Aureus Asset Management, LLC11,178$1.61M0.1%+5,58913F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT11,049$1.59M0.3%+5,32313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC11,038$1.59M0.31%+5,85013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…11,019$1.59M0.28%+5,45613F-HRTimeline
NVWM, LLC10,991$1.58M0.34%+7,66613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,952$1.58M0.12%+5,46613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,936$1.57M0.01%+5,46913F-HRTimeline
Main Street Financial Solutions, LLC10,928$1.57M0.12%+7,53313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT10,928$1.57M0.49%+5,82413F-HRTimeline
NCM Capital Management, LLC10,860$1.56M0.58%+5,43413F-HRTimeline
F/m Investments LLC10,833$1.56M0.06%+5,45613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich10,822$1.56M<0.01%+5,41113F-HRTimeline
Horizon Family Wealth, Inc.10,807$1.56M0.83%+5,41113F-HRTimeline
Total Clarity Wealth Management, Inc.10,804$1.56M0.38%+5,44613F-HRTimeline
SWMG, LLC11,019$1.56M0.43%+5,15713F-HRTimeline
M Holdings Securities, Inc.10,795$1.55M0.11%new13F-HRTimeline
Annex Advisory Services, LLC10,733$1.55M0.03%+5,99813F-HRTimeline
City Center Advisors, LLC10,717$1.54M1.42%+4,37213F-HRTimeline
MATHER GROUP, LLC.10,717$1.54M0.02%+5,45013F-HRTimeline
Global Wealth Management Investment Adv…10,698$1.54M0.25%+5,60413F-HRTimeline
M.E. ALLISON & CO., INC.10,695$1.54M1.05%+5,34813F-HRTimeline
Nemes Rush Group LLC10,683$1.54M0.14%+5,48513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,680$1.54M0.71%+5,33113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC10,678$1.54M0.04%+5,08913F-HRTimeline
UMB Bank, n.a.10,652$1.53M0.02%+7,30313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthPlan Investment Management, LLC10,642$1.53M0.1%+6,84113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,626$1.53M0.34%+7,48713F-HRTimeline
Daner Wealth Management, LLC10,692$1.52M0.93%+5,36613F-HRTimeline
River Wealth Advisors LLC10,571$1.52M0.17%+5,65613F-HRTimeline
Larry Mathis Financial Planning, LLC10,543$1.52M1.34%13F-HRTimeline
Brookwood Investment Group LLC10,535$1.52M0.18%+5,24713F-HRTimeline
Legacy Edge Advisors, LLC10,530$1.52M0.17%+5,51413F-HRTimeline
Cyndeo Wealth Partners, LLC10,497$1.51M0.08%+5,23413F-HRTimeline
Three Magnolias Financial Advisors, LLC10,482$1.51M0.94%+5,24113F-HRTimeline
Xcel Wealth Management, LLC10,463$1.51M0.39%+5,53513F-HRTimeline
Luminist Capital LLC10,459$1.51M1.86%+5,00613F-HRTimeline
Chemistry Wealth Management LLC10,431$1.5M0.28%+5,21113F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,410$1.5M0.1%+5,21213F-HRTimeline
GC Wealth Management RIA, LLC10,398$1.5M0.05%+4,07413F-HRTimeline
Almanack Investment Partners, LLC.10,343$1.49M0.25%+3,14213F-HRTimeline
Biltmore Family Office, LLC10,287$1.48M0.2%+5,86913F-HRTimeline
Sherry Group, Inc.10,162$1.48M1.55%13F-HRTimeline
Glen Eagle Advisors, LLC10,261$1.48M0.2%+3,75813F-HRTimeline
Quadrant Private Wealth Management, LLC10,253$1.48M0.24%+5,28313F-HRTimeline
Hilltop National Bank10,244$1.47M0.36%+5,16713F-HRTimeline
Ullmann Wealth Partners Group, LLC4,900$1.47M0.15%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,196$1.47M0.03%+4,97713F-HRTimeline
TWO SIGMA SECURITIES, LLC10,138$1.46M0.2%+58913F-HRTimeline
FIRST UNITED BANK & TRUST10,132$1.46M0.47%+5,34713F-HRTimeline
COOKSON PEIRCE & CO INC10,130$1.46M0.06%+4,97613F-HRTimeline
Newman Dignan & Sheerar, Inc.10,118$1.46M0.3%+4,95913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC10,058$1.45M0.07%+5,18113F-HRTimeline
JACKSON SQUARE CAPITAL, LLC10,040$1.45M0.29%+4,98913F-HRTimeline
Grantvest Financial Group LLC10,035$1.44M0.93%+5,09013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC10,016$1.44M0.05%+4,85813F-HRTimelineGroup
Independence Bank of Kentucky10,012$1.44M0.18%+6,11313F-HRTimeline
Ackerman Asset Management, LLC9,992$1.44M0.96%+4,99613F-HRTimeline
First National Bank of Mount Dora, Trus…9,928$1.43M0.31%+4,96413F-HRTimeline
Badgley Phelps Wealth Managers, LLC9,902$1.43M0.03%+5,49213F-HRTimeline
Quartz Partners, LLC9,892$1.42M0.53%+4,95913F-HRTimeline
Resolute Wealth Strategies, LLC9,891$1.42M0.62%+5,37113F-HRTimeline
Dynasty Wealth Management, LLC9,890$1.42M0.01%new13F-HRTimeline
Advisors Capital Management, LLC9,874$1.42M0.02%+5,41013F-HRTimeline
Whitener Capital Management, Inc.9,861$1.42M0.32%+5,31913F-HRTimeline
Parisi Gray Wealth Management9,851$1.42M0.32%+4,92713F-HRTimeline
SWEENEY & MICHEL, LLC9,836$1.41M0.42%+4,90013F-HRTimeline
BEARING POINT CAPITAL, LLC9,758$1.4M0.22%+5,29913F-HRTimeline
Clarius Group, LLC9,752$1.4M0.08%+4,06413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC9,742$1.4M0.05%+5,14413F-HRTimelineGroup
Arcus Capital Partners, LLC9,732$1.4M0.5%+8,84613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding9,694$1.4M+5,671Timeline
HOWLAND CAPITAL MANAGEMENT LLC9,667$1.39M0.05%+4,98113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,640$1.39M0.6%+5,87413F-HRTimeline
Alpha Cubed Investments, LLC9,639$1.39M0.05%+5,77913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,596$1.38M0.01%+4,50813F-HRTimelineGroup
Triangle Securities Wealth Management9,590$1.38M0.29%+4,64013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HCR Wealth Advisors9,587$1.38M0.14%+4,79013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors9,571$1.38M0.8%+4,43913F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC9,552$1.38M0.3%+5,17013F-HRTimeline
Polaris Investment Advisors, LLC9,521$1.37M0.99%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9,500$1.37M0.48%+8,80013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…9,500$1.37M0.2%+7,50013F-HRTimelineGroup
American Institute for Advanced Investm…9,490$1.37M0.88%+4,74013F-HRTimeline
BARINGS LLCin group BARINGS LLC9,482$1.37M0.03%new13F-HRTimelineGroup
Naviter Wealth, LLC9,476$1.36M0.18%+4,60413F-HRTimeline
McAdam, LLC9,466$1.36M0.06%+6,82213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding9,402$1.35M+5,264Timeline
Solstein Capital, LLC9,394$1.35M0.54%+4,09713F-HRTimeline
Choate Investment Advisors9,392$1.35M0.03%+4,82113F-HRTimeline
Beaumont Financial Advisors, LLC9,381$1.35M0.09%+6,04213F-HRTimeline
American Trust9,369$1.35M0.11%+3,55413F-HRTimeline
ASPIRIANT, LLC9,310$1.34M0.04%+5,65513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV9,309$1.34M1.12%+4,55613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,300$1.34M0.03%+5,64613F-HRTimelineGroup
Sunesis Advisors, LLC9,284$1.34M0.61%+4,64213F-HRTimeline
Nadler Financial Group, Inc.9,267$1.33M0.12%+4,20613F-HRTimeline
Westmount Partners, LLC9,238$1.33M0.33%+4,59713F-HRTimeline
Jacobi Capital Management LLC9,201$1.32M0.08%+1,63313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC9,172$1.32M0.11%+4,65613F-HRTimeline
EVERETT HARRIS & CO /CA/9,144$1.32M0.02%+4,61913F-HRTimeline
V2 Financial group LLC9,100$1.31M0.65%+4,60013F-HRTimeline
Summit Financial Consulting LLC9,076$1.31M0.95%+5,20813F-HRTimeline
New England Private Wealth Advisors LLC9,069$1.31M0.16%+4,53913F-HR/ATimeline
Athena Investment Management9,020$1.3M0.67%+4,51013F-HRTimeline
Astra Wealth Partners LLC8,969$1.29M0.79%+5,19213F-HRTimeline
Aprio Wealth Management, LLC8,966$1.29M0.07%+7,48213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,962$1.29M0.21%+4,23913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,950$1.29M0.43%+4,35013F-HRTimeline
Plante Moran Financial Advisors, LLC8,939$1.29M0.08%+4,33213F-HRTimeline
Eagle Wealth Advisors LLC8,936$1.29M1.1%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC8,932$1.29M0.08%13F-HRTimeline
Vertex Planning Partners, LLC8,925$1.28M0.3%+4,28213F-HRTimeline
MRWM Advisors, LLC8,854$1.27M0.68%+4,42713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,830$1.27M0.04%+4,99913F-HRTimelineGroup
Signature Wealth Management Partners, L…8,816$1.27M0.63%+4,40813F-HRTimeline
Kaydan Wealth Management, Inc.8,811$1.27M0.37%+4,40813F-HRTimeline
Financial & Tax Architects, LLC8,806$1.27M0.28%+4,31713F-HRTimeline
Seelaus Asset Management LLC8,770$1.26M1%+4,38513F-HRTimeline
Serenity Investment Advisors8,750$1.26M0.74%13F-HRTimeline
Columbus Macro, LLC8,733$1.26M0.14%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…8,696$1.25M0.15%+4,26313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,694$1.25M<0.01%-6,50913F-HRTimelineGroup
Flywheel Private Wealth LLC8,688$1.25M0.78%+3,58613F-HRTimeline
Alley Investment Management Company, LLC8,664$1.25M0.15%+4,33213F-HRTimeline
Peak Planning Group, LLC8,657$1.25M0.35%new13F-HRTimeline
BIP Wealth, LLC8,655$1.25M0.04%+4,40613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,641$1.24M0.8%+60613F-HRTimeline
Coyle Financial Counsel LLC8,638$1.24M0.27%+4,31913F-HRTimeline
Curi Capital, LLC8,633$1.24M0.02%+4,06613F-HRTimeline