Skip to content
Disclosery

XLK SELECT SECTOR SPDR TR

Follow

SHS (fund)

2,642 managers (2,673 13F filers) reported a position in XLK shares at 2026-06-30, 347,635,327 shares in all. 308 filers opened a position and 71 filers sold out during the quarter.

Managers
2,642
13F filers
2,673
New
308
Added
880
Reduced
967
Sold out
71
Shares held by filers
347,635,327

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WESPAC Advisors, LLC8,694$1.66M0.81%-3,18713F-HRTimeline
JM2 Capital Inc.8,691$1.66M1.14%-14513F-HRTimeline
Flywheel Private Wealth LLC8,687$1.66M0.82%-113F-HRTimeline
Seelaus Asset Management LLC8,670$1.65M1.16%013F-HRTimeline
Coyle Financial Counsel LLC8,638$1.65M0.3%013F-HRTimeline
Hardy Reed LLC8,624$1.64M0.11%013F-HRTimeline
Broyhill Asset Management, LLC8,600$1.64M1.46%013F-HR/ATimeline
Kaydan Wealth Management, Inc.8,585$1.64M0.5%-11713F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC9,047$1.64M0.84%new13F-HRTimeline
River Wealth Advisors LLC8,566$1.63M0.17%-1,04313F-HR/ATimeline
FAS Wealth Partners, Inc.8,565$1.63M0.09%+5613F-HRTimeline
Capital Square, LLC8,755$1.63M0.71%+22713F-HRTimeline
Entelevest, LLC8,538$1.63M1.42%-14213F-HRTimeline
BRADY FAMILY WEALTH, LLC8,505$1.62M0.47%+6313F-HRTimeline
Sather Financial Group Inc8,491$1.62M0.09%+2313F-HRTimeline
ELCO Management Co., LLC8,481$1.62M0.7%+5113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,472$1.61M0.13%13F-HRTimeline
SVB WEALTH LLC8,470$1.61M0.1%-4,10013F-HRTimeline
High Net Worth Advisory Group LLC8,462$1.61M0.34%+2,71413F-HRTimeline
BIP Wealth, LLC8,406$1.6M0.05%+96013F-HRTimeline
New England Private Wealth Advisors LLC9,086$1.6M0.15%+813F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,339$1.59M0.97%+33713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,337$1.59M0.43%+413F-HRTimeline
Delta Investment Management, LLC8,333$1.59M0.26%+28213F-HRTimeline
Altus Wealth Group LLC8,330$1.59M0.57%-113F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,322$1.59M0.89%013F-HRTimeline
SMITH, MOORE & CO.8,298$1.58M0.1%+33213F-HRTimeline
LVW Advisors, LLC8,258$1.57M0.14%-50213F-HRTimeline
Blue Capital, Inc.8,255$1.57M1%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,246$1.57M0.12%-91713F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC8,244$1.57M2.04%-18113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD8,234$1.57M0.21%-18813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,700$1.57M0.51%013F-HRTimeline
Dana Investment Advisors, Inc.8,207$1.56M0.04%+12413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,197$1.56M<0.01%-74313F-HRTimelineGroup
Ellis Investment Partners, LLC8,191$1.56M0.24%-1813F-HRTimeline
PDS Planning, Inc8,175$1.56M0.09%-27613F-HRTimeline
Welch & Forbes LLC8,125$1.55M0.02%-513F-HRTimeline
SIGNATUREFD, LLC8,121$1.55M0.02%-30213F-HRTimeline
Hobart Private Capital, LLC8,095$1.54M0.26%-3,67913F-HRTimeline
MRWM Advisors, LLC8,088$1.54M0.63%-20413F-HRTimeline
Patriot Financial Group Insurance Agenc…8,080$1.54M0.16%-8,09013F-HRTimeline
Empire Financial Management Company, LLC8,078$1.54M0.61%-8513F-HRTimeline
Princeton Global Asset Management LLC8,073$1.54M0.22%+1,24213F-HRTimeline
Birch Hill Investment Advisors LLC8,061$1.54M0.06%+2,23013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC8,008$1.53M0.13%+27513F-HRTimeline
Plante Moran Financial Advisors, LLC7,999$1.52M0.07%-97613F-HRTimeline
LOWERY THOMAS, LLC7,998$1.52M0.74%-61213F-HRTimeline
Rossby Financial, LCC7,997$1.52M0.28%+1,89713F-HRTimeline
Dynamic Wealth Strategies, LLC7,990$1.52M0.81%-70013F-HRTimeline
Geometric Wealth Advisors7,976$1.52M0.16%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,966$1.52M0.03%-1,85913F-HRTimelineGroup
Smith Salley Wealth Management7,955$1.52M0.07%013F-HRTimeline
Summit Financial Consulting LLC7,921$1.51M1.02%-2,15613F-HRTimeline
Financial Partners Group, Inc7,917$1.51M0.15%+31713F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC7,900$1.51M0.31%013F-HRTimeline
Diversified Enterprises, LLC7,874$1.5M0.07%+18313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC7,855$1.5M0.54%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,850$1.5M0.69%013F-HRTimeline
Jacobi Capital Management LLC7,839$1.49M0.07%-1,92013F-HRTimeline
Beaton Management Co. Inc.7,830$1.49M0.61%013F-HRTimeline
Forza Wealth Management, LLC7,810$1.49M0.46%013F-HRTimeline
CIBC Asset Management Inc7,805$1.49M<0.01%+20213F-HRTimeline
First National Bank of Mount Dora, Trus…7,780$1.48M0.3%-2613F-HRTimeline
Autumn Glory Partners, LLC7,765$1.48M0.42%+313F-HRTimeline
HBK Sorce Advisory LLC7,926$1.47M0.03%-1113F-HRTimeline
Beacon Financial Advisory LLC7,711$1.47M0.29%-39313F-HRTimeline
AA Financial Advisors, LLC7,689$1.46M0.18%+14313F-HRTimeline
BEARING POINT CAPITAL, LLC7,688$1.46M0.2%-4,70013F-HRTimeline
Ballast Rock Private Wealth LLC7,661$1.46M0.67%-2313F-HRTimeline
John W. Brooker & Co., CPAs7,651$1.46M1.76%+2,63313F-HRTimeline
Strategic Financial Concepts, LLC7,654$1.46M0.43%-33413F-HRTimeline
Beacon Bridge Wealth Partners, LLC7,644$1.46M0.41%-1,61313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,634$1.45M0.04%-98413F-HRTimelineGroup
Ethos Financial Group, LLC8,461$1.45M0.1%+3,31213F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,618$1.45M0.12%013F-HRTimeline
Stonebridge Financial Group, LLC/CA7,605$1.45M0.2%13F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…7,596$1.45M0.39%+47713F-HRTimelineGroup
Frisch Financial Group, Inc.7,578$1.44M0.25%-1,10913F-HRTimeline
Beaumont Financial Advisors, LLC7,577$1.44M0.09%-73513F-HRTimeline
OFS Enterprise LLC7,574$1.44M0.37%+27013F-HRTimeline
Financial & Tax Architects, LLC7,568$1.44M0.3%-1,26613F-HRTimeline
Aries Wealth Management7,546$1.44M0.28%-4413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC7,542$1.44M0.19%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC7,538$1.44M0.35%-18813F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding7,527$1.43M+1,195Timeline
SAPIENT CAPITAL LLC7,518$1.43M0.02%+23213F-HR/ATimeline
ASPIRIANT, LLC7,516$1.43M0.04%-2813F-HRTimeline
Icon Wealth Advisors, LLC7,500$1.43M0.09%+1213F-HRTimeline
Disciplined Investments, LLC7,475$1.42M0.46%013F-HR/ATimeline
Summit Financial Wealth Advisors, LLC7,457$1.42M0.18%013F-HRTimeline
HILL ISLAND FINANCIAL LLC7,430$1.42M0.3%+513F-HRTimeline
17 CAPITAL PARTNERS, LLC7,428$1.42M0.64%-5713F-HRTimeline
Atlatl Advisers LLC7,353$1.4M0.33%new13F-HRTimeline
Sunflower Bank, N.A.7,347$1.4M0.33%-15713F-HR/ATimeline
Traynor Capital Management, Inc.7,344$1.4M0.07%+1,59513F-HRTimeline
Activest Wealth Management7,311$1.39M0.27%+1,14613F-HRTimeline
Saxony Capital Management, LLC7,280$1.39M0.64%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV7,265$1.38M1.16%-2,26713F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,258$1.38M0.22%+1,90113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,256$1.38M0.33%013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC7,238$1.38M0.56%+93613F-HRTimeline
Prostatis Group LLC7,236$1.38M0.32%-17913F-HRTimeline
WealthCare Asset Management, LLC7,222$1.38M0.58%new13F-HRTimeline
Aviance Capital Partners, LLC7,196$1.37M0.14%-7813F-HRTimeline
Welch Group, LLC7,192$1.37M0.05%+42213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC7,191$1.37M<0.01%new13F-HRTimelineGroup
1ST SOURCE BANK7,186$1.37M0.06%+22013F-HRTimeline
Lewis Asset Management, LLC7,183$1.37M0.48%-13713F-HRTimeline
Symphony Financial, Ltd. Co.7,192$1.36M0.15%+1,60413F-HRTimeline
Aspen Investment Management Inc7,144$1.36M0.37%+17113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…7,117$1.36M<0.01%-9,90413F-HRTimelineGroup
WARNER FINANCIAL, INC7,097$1.35M0.4%+113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,084$1.35M0.23%+8013F-HRTimeline
KINTRA WEALTH, LLC7,071$1.35M0.07%+48713F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,080$1.35M0.44%-14113F-HRTimeline
Intrepid Financial Planning Group LLC7,068$1.35M0.46%-3313F-HRTimeline
SEEDS INVESTOR LLC7,055$1.34M0.14%new13F-HRTimeline
HTG Investment Advisors, Inc.7,036$1.34M0.34%+35813F-HRTimeline
Rossmore Private Capital7,032$1.34M0.11%013F-HRTimeline
FIRST COMMUNITY TRUST NA7,020$1.34M0.6%-1213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,008$1.34M0.26%-2,74713F-HRTimeline
Clear Trail Advisors, LLC7,000$1.33M0.2%new13F-HRTimeline
Game Plan Financial Advisors, LLC6,985$1.33M0.49%-61013F-HRTimeline
Facet Wealth, Inc.6,978$1.33M0.02%+38913F-HRTimeline
Global Strategic Investment Solutions, …6,969$1.33M0.12%-1913F-HRTimeline
Tranquility Partners, LLC6,957$1.33M0.46%013F-HRTimeline
Councilmark Asset Management, LLC6,940$1.32M0.7%013F-HRTimeline
Forbes Financial Planning, Inc.6,936$1.32M0.71%+113F-HRTimeline
WJ Financial Advisors LLC6,929$1.32M0.97%-38713F-HRTimeline
Cornell Pochily Investment Advisors, In…6,924$1.32M0.35%-17813F-HRTimeline
Everest Financial Group LLC6,924$1.32M0.18%+313F-HRTimeline
Family Capital Management, Inc.6,895$1.31M0.51%-5013F-HRTimeline
Breakwater Capital Group6,886$1.31M0.16%+13213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,878$1.31M0.02%+12413F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT6,876$1.31M0.05%+1,60013F-HRTimeline
TRB Wealth Management, LLC6,820$1.3M0.17%-3413F-HRTimeline
TBH Global Asset Management, LLC6,815$1.3M0.24%+713F-HRTimeline
PMG Wealth Management, Inc.6,809$1.3M0.8%-10013F-HRTimeline
Hubbell Strickland Wealth Management, L…6,802$1.3M0.47%+413F-HRTimeline
Massar Capital Management, LP6,780$1.29M0.44%new13F-HRTimeline
Elmwood Wealth Management, Inc.6,771$1.29M0.32%-31713F-HRTimeline
Pines Wealth Management, LLC6,744$1.28M0.37%-6013F-HRTimeline
BCS Wealth Management6,739$1.28M0.23%+3,03613F-HRTimeline
Investmark Advisory Group LLC6,734$1.28M0.49%+913F-HRTimeline
Fortis Advisors, LLC6,733$1.28M0.6%-46613F-HRTimeline
PUREfi Wealth, LLC6,720$1.28M0.7%013F-HRTimeline
Severin Investments, LLC6,676$1.27M0.96%-8313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,672$1.27M0.06%-12213F-HRTimeline
DDD Partners, LLC6,651$1.27M0.08%-12,60113F-HRTimeline
Mascagni Wealth Management, Inc.6,641$1.27M0.79%-7113F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC6,637$1.26M0.61%new13F-HRTimeline
Brookwood Investment Group LLC6,594$1.26M0.15%-2,87413F-HRTimeline
Sound Income Strategies, LLC6,582$1.25M0.06%+27713F-HRTimeline
BAYBAN6,574$1.25M0.96%-1413F-HRTimeline
Kingsbury Capital Investment Advisors L…6,556$1.25M1.06%+85913F-HRTimeline
KMT WEALTH MANAGEMENT, LLC6,556$1.25M1.06%new13F-HRTimeline
Klingman & Associates, LLC6,530$1.24M0.05%+1,39213F-HRTimeline
Dale Q Rice Investment Management Ltd6,521$1.24M0.67%-7013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding6,494$1.24M-2,883Timeline
Curi Capital, LLC6,484$1.24M0.02%-1,10213F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd6,482$1.23M0.07%new13F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.6,473$1.23M0.3%-25313F-HRTimeline
MWA Asset Management6,448$1.23M0.56%-38013F-HRTimeline
Fund Advisors of America Inc/FL6,445$1.23M1.11%-45013F-HRTimeline
Advance Capital Management, Inc.6,438$1.23M0.04%+87813F-HRTimeline
WAYSTONE ADVISORS LLC6,411$1.22M0.91%+44813F-HRTimeline
Obermeyer Wealth Partners6,408$1.22M0.05%013F-HRTimeline
Insight Advisors, LLC/ PA6,400$1.22M0.21%+1,26913F-HRTimeline
Bluebird Wealth Management LLC6,400$1.22M1.06%013F-HRTimeline
Amplius Wealth Advisors, LLC6,398$1.22M0.09%-26213F-HRTimeline
Root Financial Partners, LLC6,392$1.22M0.05%+1,49013F-HRTimeline
Spartan Planning & Wealth Management6,378$1.22M0.81%+2,07913F-HRTimeline
Pictet North America Advisors SA6,374$1.21M0.11%013F-HRTimeline
CPC Advisors, LLC6,374$1.21M0.16%+1,78013F-HRTimeline
Bangor Savings Bank6,361$1.21M0.09%-23,83013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV6,360$1.21M0.39%+1,41513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,326$1.21M0.06%-15813F-HRTimeline
Colonial River Investments, LLC6,323$1.2M0.34%-1,53213F-HRTimeline
Clear Harbor Asset Management, LLC6,294$1.2M0.07%-8213F-HRTimeline
BANQUE PICTET & CIE SA6,280$1.2M0.01%013F-HRTimeline
Astra Wealth Partners LLC6,275$1.2M0.67%-313F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,274$1.2M-267Timeline
American Trust6,260$1.19M0.09%+18013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,244$1.19M0.19%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,224$1.19M0.17%-1,08413F-HRTimeline
Ignite Planners, LLC6,219$1.18M0.16%-12513F-HRTimeline
IMA Advisory Services, Inc.6,209$1.18M0.07%+2,93313F-HRTimeline
Lantern Wealth Advisors, LLC6,200$1.18M0.54%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,195$1.18M0.1%new13F-HRTimeline
Financial Freedom, LLC6,192$1.18M0.54%+513F-HRTimeline
Blue Trust, Inc.6,179$1.18M0.01%-65913F-HRTimeline
Betterment LLC6,149$1.17M<0.01%+1,38913F-HRTimeline
PRAIRIE ADVISORY, LLC6,137$1.17M0.28%13F-HRTimeline
DIVERSIFIED TRUST CO6,136$1.17M0.02%+86013F-HRTimeline
Empirical Asset Management, LLC6,135$1.17M0.26%-5513F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,130$1.17M0.24%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
SIG BROKERAGE, LP6,118$1.17M0.19%new13F-HRTimeline
JDM Financial Group LLC6,118$1.17M0.4%+1,10413F-HRTimeline
Kensington Investment Counsel, LLC6,085$1.16M0.5%-55613F-HRTimeline