Skip to content
Disclosery

XLK SELECT SECTOR SPDR TR

Follow

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
WARNER FINANCIAL, INC3,655$755K0.33%-62713F-HRTimeline
Sovran Advisors, LLC3,914$755K0.1%+96913F-HRTimeline
Tranquility Partners, LLC3,653$754K0.29%-3413F-HRTimeline
Summit Financial Wealth Advisors, LLC3,649$753K0.15%+5613F-HRTimeline
Beaumont Financial Advisors, LLC3,648$753K0.06%-20013F-HRTimeline
Legacy Wealth Management, LLC3,647$753K0.05%+15113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,626$749K<0.01%+1,80713F-HRTimelineGroup
DSG Capital Advisors, LLC3,612$746K0.15%-55013F-HRTimeline
Regent Peak Wealth Advisors LLC3,608$745K0.18%+313F-HRTimeline
Alpha Cubed Investments, LLC3,588$741K0.03%+15713F-HRTimeline
First Citizens Financial Corp3,586$740K0.42%+1,43113F-HRTimeline
BSW Wealth Partners3,561$735K0.11%+1,97813F-HRTimeline
Collaborative Wealth Managment Inc.3,554$734K0.34%-1,00413F-HRTimeline
Alpha Zero LLC3,519$727K0.55%-1,69513F-HRTimeline
MATHER GROUP, LLC.3,519$727K0.01%+1,16313F-HRTimeline
WP Advisors, LLC3,515$726K0.24%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,500$723K0.18%013F-HRTimelineGroup
PLANNING DIRECTIONS INC3,489$720K0.31%new13F-HRTimeline
FAS Wealth Partners, Inc.3,484$719K0.06%+37913F-HRTimeline
Global Strategic Investment Solutions, …3,482$719K0.08%+413F-HRTimeline
Councilmark Asset Management, LLC3,470$716K0.48%013F-HRTimeline
My Personal CFO, LLC3,467$716K0.36%+2,02113F-HRTimeline
HBK Sorce Advisory LLC3,458$714K0.02%-30713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…3,452$713K0.17%+113F-HRTimeline
LaFleur & Godfrey LLC3,425$707K0.1%013F-HRTimeline
Breakwater Capital Group3,409$704K0.13%+113F-HRTimeline
Welch Group, LLC3,410$704K0.03%-5713F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,405$703K0.05%013F-HRTimeline
PUREfi Wealth, LLC3,400$702K0.7%-1,46613F-HRTimeline
SummitTX Capital, L.P.3,400$702K0.03%13F-HRTimeline
Pines Wealth Management, LLC3,901$701K0.32%-3613F-HRTimeline
Hubbell Strickland Wealth Management, L…3,395$701K0.33%+313F-HRTimeline
NVWM, LLC3,392$700K0.19%-1,11513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,390$700K0.08%+1613F-HRTimeline
Heritage Wealth Partners, LLC3,385$699K1.07%+32513F-HRTimeline
Brown Miller Wealth Management, LLC3,374$697K0.24%+2,05213F-HRTimeline
Secure Asset Management, LLC3,371$696K0.14%-86,44413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,364$695K0.04%+76113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …3,349$692K0.02%013F-HR/ATimelineGroup
Investmark Advisory Group LLC3,344$691K0.34%-26213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,334$688K0.12%-1,09213F-HRTimeline
Clark Capital Management Group, Inc.3,329$687K<0.01%+1,24213F-HRTimeline
WealthPlan Investment Management, LLC3,318$685K0.07%+42013F-HRTimeline
Plan Group Financial, LLC3,313$684K0.24%+1,95013F-HRTimeline
Ignite Planners, LLC3,194$680K0.13%+24813F-HRTimeline
Empirical Asset Management, LLC3,286$679K0.23%+9313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,265$674K0.03%+1,27713F-HRTimelineGroup
Tradewinds Capital Management, LLC3,254$672K0.18%+42613F-HRTimeline
Main Street Financial Solutions, LLC3,253$672K0.06%-1,27713F-HRTimeline
Cornell Pochily Investment Advisors, In…3,250$671K0.24%-4213F-HRTimeline
Mascagni Wealth Management, Inc.3,223$665K0.66%013F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,197$660K0.02%013F-HRTimeline
Fiduciary Alliance LLC3,193$659K0.06%+61813F-HRTimeline
Pictet North America Advisors SA3,187$658K0.07%013F-HRTimeline
Union Bancaire Privee, UBP SA3,187$658K0.01%013F-HRTimeline
Mason & Associates Inc3,182$657K0.16%+213F-HRTimeline
AVALON CAPITAL MANAGEMENT3,180$657K0.19%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,173$655K0.03%-11313F-HRTimelineGroup
LeClair Wealth Partners LLC3,170$655K0.47%013F-HRTimeline
HANOVER ADVISORS INC3,169$654K0.28%013F-HRTimeline
Independence Bank of Kentucky3,154$651K0.1%+15913F-HRTimeline
Strait & Sound Wealth Management LLC3,146$650K0.3%-31013F-HRTimeline
BANQUE PICTET & CIE SA3,140$648K0.01%013F-HRTimeline
Sonora Investment Management Group, LLC3,139$648K0.05%-54113F-HRTimeline
180 WEALTH ADVISORS, LLC3,132$647K0.1%-313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,129$646K0.03%+9113F-HR/ATimeline
Stuart Chaussee & Associates, Inc.3,114$643K0.16%013F-HRTimeline
Lifestyle Asset Management, Inc.3,113$643K0.35%new13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…3,112$643K0.34%new13F-HRTimelineGroup
HARVEY CAPITAL MANAGEMENT INC3,110$642K0.17%-14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sulzberger Capital Advisors, Inc.3,100$640K0.84%-36513F-HRTimeline
STAR Financial Bank3,096$639K0.47%-5113F-HRTimeline
ASPIRIANT, LLC3,084$637K0.02%-1,53613F-HRTimeline
Truvestments Capital LLC3,078$636K0.14%+20613F-HRTimeline
Firestone Capital Management3,077$635K0.17%+15913F-HRTimeline
Boulder Wealth Advisors, LLC3,068$633K0.37%013F-HRTimeline
GAMMA Investing LLC3,049$630K0.05%013F-HR/ATimeline
Diversified Enterprises, LLC3,044$629K0.05%+5013F-HRTimeline
Vectors Research Management, LLC3,037$627K0.22%new13F-HRTimeline
Vermillion Wealth Management, Inc.3,036$627K0.18%-413F-HRTimeline
Embree Financial Group3,033$626K0.1%-50913F-HRTimeline
Oxler Private Wealth LLC3,031$626K0.22%+513F-HRTimeline
SS&H Financial Advisors, Inc.3,024$624K0.23%-1,09213F-HRTimeline
Quartz Partners, LLC3,018$623K0.38%-4713F-HRTimeline
Saxony Capital Management, LLC3,015$623K0.55%-3,15913F-HRTimeline
New Century Financial Group, LLC2,995$618K0.72%-27613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,982$616K0.03%new13F-HRTimelineGroup
SageView Advisory Group, LLC2,981$615K0.03%-33113F-HRTimeline
REBALANCE, LLC2,965$612K0.05%-39513F-HRTimeline
WASHINGTON TRUST Co2,950$609K0.02%-7,00513F-HRTimeline
PCG Wealth Advisors, LLC2,939$607K0.21%+10013F-HRTimeline
Fortis Advisors, LLC2,939$607K0.4%-14913F-HRTimeline
Arista Wealth Management, LLC2,934$606K0.15%013F-HRTimeline
HTG Investment Advisors, Inc.2,924$604K0.25%-40313F-HRTimeline
Clare Market Investments LLC2,924$604K0.16%-95513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,921$603K0.23%-2,98213F-HRTimeline
Worth Financial Advisory Group, LLC2,911$601K0.38%-15713F-HRTimeline
Sandbox Financial Partners, LLC2,910$601K0.21%+313F-HRTimeline
City Center Advisors, LLC2,910$601K0.7%new13F-HRTimeline
Princeton Global Asset Management LLC2,910$601K0.12%+23413F-HRTimeline
Heritage Family Offices, LLP2,905$600K0.31%+413F-HRTimeline
North Capital, Inc.2,903$599K0.57%13F-HRTimeline
KWB Wealth2,577$599K0.07%-51313F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,892$597K0.27%+1,55813F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,891$597K0.37%+7613F-HRTimeline
MBL Wealth, LLC2,884$595K0.06%013F-HRTimeline
Burford Brothers, Inc.2,884$595K0.29%-27213F-HRTimeline
High Net Worth Advisory Group LLC2,861$591K0.17%013F-HRTimeline
Accredited Investors Inc.2,862$591K0.04%+6513F-HRTimeline
O'Brien Wealth Partners LLC2,860$591K0.11%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,854$589K0.02%-6013F-HRTimelineGroup
Baldwin Investment Management, LLC2,850$588K0.07%-34513F-HRTimeline
GSA CAPITAL PARTNERS LLP2,829$584K0.05%new13F-HRTimeline
WESPAC Advisors, LLC2,823$583K0.48%-65313F-HRTimeline
FSM Wealth Advisors, LLC2,823$583K0.13%+90513F-HRTimeline
Obermeyer Wealth Partners2,804$579K0.03%+513F-HRTimeline
SHUFRO ROSE & CO LLC2,802$579K0.05%+49213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,793$577K0.11%-19713F-HR/ATimeline
Private Wealth Partners, LLC2,793$577K0.05%+1813F-HRTimeline
BRADY FAMILY WEALTH, LLC2,792$576K0.18%013F-HRTimeline
HUB Investment Partners, LLC2,782$574K0.02%+20913F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,770$572K0.43%-16613F-HRTimeline
Beacon Capital Management, LLC2,762$570K0.08%-34413F-HRTimeline
Safeguard Financial, LLC2,755$569K0.12%+23213F-HRTimeline
Aspen Investment Management Inc2,750$568K0.26%013F-HRTimeline
LWM Advisory Services, LLC2,746$567K0.39%-2,01713F-HRTimeline
Asset Management Group, Inc.2,743$566K0.1%+57413F-HRTimeline
Hexagon Capital Partners LLC2,742$566K0.11%-1013F-HRTimeline
Capital Management Associates, Inc2,738$565K0.13%+1,36913F-HRTimeline
Compass Wealth Management LLC2,723$562K0.14%-23513F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,721$562K0.02%-8313F-HRTimeline
Pasadena Private Wealth, LLC2,710$560K0.11%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding2,704$558K-200Timeline
Pinnacle Wealth Planning Services, Inc.2,703$558K0.08%+50013F-HRTimeline
Brendel Financial Advisors LLC2,703$558K0.34%-17913F-HRTimeline
Texas Yale Capital Corp.2,701$558K0.02%013F-HRTimeline
Investment Partners Asset Management, I…2,700$557K0.44%+18613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,692$556K0.27%+313F-HRTimeline
TABLEAUX LLC2,689$555K0.4%013F-HRTimeline
Winthrop Advisory Group LLC2,684$554K0.07%-63113F-HRTimeline
Penobscot Investment Management Company…2,682$554K0.05%-4813F-HRTimeline
Frisch Financial Group, Inc.2,673$552K0.15%+5313F-HRTimeline
McElhenny Sheffield Capital Management,…2,672$552K0.21%013F-HRTimeline
FIRST MANHATTAN CO. LLC.2,671$552K<0.01%+4013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,670$551K0.23%013F-HR/ATimeline
Goelzer Investment Management, Inc.2,662$550K0.03%013F-HR/ATimeline
Ackerman Capital Advisors, LLC2,647$547K0.14%+24013F-HRTimeline
Community Bank, N.A.2,647$547K0.07%-1213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,646$546K0.27%+7213F-HRTimelineGroup
VestGen Investment Management2,644$546K0.41%-69213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,634$544K0.21%+60413F-HRTimeline
Performance Wealth Partners, LLC2,631$543K0.02%-11813F-HRTimeline
Commonwealth Financial Services, LLC2,627$542K0.11%+8013F-HRTimeline
Diligent Investors, LLC2,623$542K0.13%-44413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,621$541K0.03%+8713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,619$541K0.03%013F-HRTimeline
Astra Wealth Partners LLC2,617$540K0.52%-22313F-HRTimeline
Total Wealth Planning & Management, Inc.2,617$540K0.55%-2,89913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,610$539K0.17%-34,07513F-HRTimeline
Per Stirling Capital Management, LLC.2,605$538K0.08%-5,50113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,603$537K0.02%-2913F-HRTimelineGroup
PBMares Wealth Management LLC2,603$537K0.11%-313F-HRTimeline
Ellis Investment Partners, LLC2,601$537K0.11%-46813F-HRTimeline
Lumbard & Kellner, LLC2,599$537K0.24%-7313F-HRTimeline
First Command Advisory Services, Inc.2,594$536K0.01%+32713F-HRTimeline
American State Bank (Iowa)2,587$534K0.32%013F-HRTimeline
Riggs Asset Managment Co. Inc.2,585$534K0.15%-2,67713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC2,585$534K0.14%new13F-HRTimeline
Apriem Advisors2,583$533K0.06%-29513F-HRTimeline
Ellevest, Inc.2,580$533K0.04%-1,67513F-HRTimeline
American Financial Advisors, LLC2,577$532K0.08%+4613F-HRTimeline
L & S Advisors Inc2,575$532K0.07%+1013F-HRTimeline
Jackson Hole Capital Partners, LLC2,566$530K0.11%+4513F-HRTimeline
Matthew Goff Investment Advisor, LLC2,564$529K0.1%+1,64213F-HRTimeline
Sovereign Financial Group, Inc.2,562$529K0.12%+64513F-HRTimeline
Oldfather Financial Services, LLC2,559$528K0.2%+7213F-HRTimeline
Lewis Asset Management, LLC2,558$528K0.44%-2513F-HRTimeline
Edgestream Partners, L.P.2,549$526K0.02%-3,14413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,548$526K<0.01%-27,19513F-HRTimelineGroup
McAdam, LLC2,541$525K0.03%-2,16813F-HRTimeline
Traction Financial Partners, LLC2,531$523K0.41%+1513F-HRTimeline
EWG Elevate Inc.2,523$521K0.2%+1,19613F-HRTimeline
COZAD ASSET MANAGEMENT INC2,518$520K0.05%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,513$519K0.01%-67013F-HRTimeline
Golden Reserve Retirement LLC2,510$518K0.21%13F-HRTimeline
Obsidian Personal Planning Solutions LLC2,465$518K0.23%-513F-HRTimeline
Klingman & Associates, LLC2,505$517K0.03%013F-HRTimeline
WOODSTOCK CORP2,500$516K0.05%013F-HRTimeline
LS Investment Advisors, LLC2,500$516K0.08%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,493$515K0.11%+11813F-HRTimeline
Lodestone Wealth Management LLC2,487$514K0.27%+213F-HRTimeline
Lynx Investment Advisory2,484$513K0.34%+313F-HRTimeline
TrueWealth Advisors, LLC2,477$511K0.17%+5913F-HRTimeline
Bellecapital International Ltd.2,472$510K0.1%-6713F-HRTimeline
Clearwater Capital Advisors, LLC2,472$510K0.05%+1013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,468$510K0.01%-24413F-HRTimeline
HFR Wealth Management, LLC2,460$508K0.12%013F-HRTimeline
Heritage Trust Co2,456$507K0.06%013F-HRTimeline
TRUST CO OF VERMONT2,450$506K0.03%+7513F-HRTimeline
Lakeridge Wealth Management LLC2,449$506K0.25%+5513F-HRTimeline