Skip to content

XLK SELECT SECTOR SPDR TR

Follow

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
Intrepid Financial Planning Group LLC3,752$950K0.4%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.3,751$950K<0.01%013F-HRTimeline
Severin Investments, LLC3,734$946K0.89%+313F-HRTimeline
Global Wealth Management Investment Adv…3,714$940K0.18%+2,47113F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC3,711$940K0.62%-17113F-HRTimeline
Autumn Glory Partners, LLC3,705$938K0.44%-6713F-HRTimeline
Alpha Cubed Investments, LLC3,690$934K0.04%+10213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,688$934K0.32%013F-HRTimeline
FIRST MANHATTAN CO. LLC.3,672$930K<0.01%+1,00113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,653$925K<0.01%+1,10513F-HRTimelineGroup
Tranquility Partners, LLC3,653$925K0.33%013F-HRTimeline
Summit Financial Wealth Advisors, LLC3,649$924K0.17%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,645$923K0.2%+1,74213F-HRTimeline
Rossmore Private Capital3,640$922K0.11%-18513F-HRTimeline
Axim Planning & Wealth3,639$922K0.84%+1,59113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…3,625$918K0.34%-4,42313F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.3,614$915K0.21%+50013F-HRTimeline
Smith Salley Wealth Management3,613$915K0.05%+1,77413F-HRTimeline
Advisors Capital Management, LLC3,588$909K0.01%+1,24113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,574$905K0.1%+18413F-HRTimeline
Lewis Asset Management, LLC3,574$905K0.43%+1,01613F-HRTimeline
Saxony Capital Management, LLC3,573$905K0.69%+55813F-HRTimeline
Matthew Goff Investment Advisor, LLC3,572$904K0.17%+1,00813F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…3,566$903K0.53%13F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.6,783$901K0.51%13F-HRTimeline
Princeton Global Asset Management LLC3,526$893K0.16%+61613F-HRTimeline
Alpha Zero LLC3,524$892K0.58%+513F-HRTimeline
Beaumont Financial Advisors, LLC3,507$888K0.06%-14113F-HRTimeline
Wealth Group Ltd3,506$888K0.23%new13F-HRTimeline
Oldfather Financial Services, LLC3,506$888K0.31%+94713F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,500$886K0.21%013F-HRTimelineGroup
HBK Sorce Advisory LLC3,495$885K0.02%+3713F-HRTimeline
FAS Wealth Partners, Inc.3,489$884K0.07%+513F-HRTimeline
Global Strategic Investment Solutions, …3,485$883K0.09%+313F-HRTimeline
Royal Fund Management, LLC3,463$879K0.09%+1,42113F-HRTimeline
Councilmark Asset Management, LLC3,470$879K0.56%013F-HRTimeline
McAdam, LLC3,464$877K0.05%+92313F-HRTimeline
LaFleur & Godfrey LLC3,425$867K0.11%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,424$867K0.02%+1,39713F-HRTimelineGroup
Breakwater Capital Group3,413$864K0.14%+413F-HRTimeline
WealthPlan Investment Management, LLC3,412$864K0.06%+9413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,405$862K0.05%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,399$861K0.08%+2,08613F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…3,398$860K0.38%+313F-HRTimeline
WARNER FINANCIAL, INC3,392$859K0.35%-26313F-HRTimeline
NVWM, LLC3,392$859K0.21%013F-HRTimeline
180 WEALTH ADVISORS, LLC3,376$855K0.12%+24413F-HRTimeline
Mascagni Wealth Management, Inc.3,370$853K0.73%+14713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,364$852K0.05%013F-HRTimeline
PUREfi Wealth, LLC3,360$851K0.68%-4013F-HRTimeline
Investmark Advisory Group LLC3,350$848K0.4%+613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,341$846K0.03%+21213F-HRTimeline
HTG Investment Advisors, Inc.3,339$846K0.31%+41513F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,335$845K0.16%+2,27013F-HRTimeline
DSG Capital Advisors, LLC3,312$839K0.15%-30013F-HRTimeline
Balefire, LLC3,290$833K0.18%+2,32113F-HRTimeline
Strait & Sound Wealth Management LLC3,286$832K0.35%+14013F-HRTimeline
Tradewinds Capital Management, LLC3,285$832K0.21%+3113F-HRTimeline
Financial Freedom, LLC3,284$832K0.45%-51613F-HRTimeline
MBL Wealth, LLC3,284$832K0.08%+40013F-HRTimeline
Haven Private, LLC3,279$830K0.37%-62413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,278$830K0.04%+1313F-HRTimelineGroup
Ignite Planners, LLC3,178$829K0.14%-1613F-HR/ATimeline
Welch Group, LLC3,268$828K0.03%-14213F-HRTimeline
Cornell Pochily Investment Advisors, In…3,265$827K0.27%+1513F-HRTimeline
GREAT LAKES ADVISORS, LLC3,261$826K0.01%-79313F-HRTimeline
Blue Trust, Inc.3,246$822K0.01%+2,18513F-HRTimeline
Riggs Asset Managment Co. Inc.3,238$820K0.2%+65313F-HRTimeline
Summit Financial Consulting LLC3,228$817K0.73%-1,02613F-HRTimeline
Empirical Asset Management, LLC3,190$808K0.25%-9613F-HRTimeline
Pictet North America Advisors SA3,187$807K0.08%013F-HRTimeline
17 CAPITAL PARTNERS, LLC3,187$807K0.47%-1,61713F-HRTimeline
AVALON CAPITAL MANAGEMENT3,180$805K0.22%013F-HRTimeline
Winthrop Advisory Group LLC3,176$804K0.08%+49213F-HRTimeline
Mason & Associates Inc3,164$801K0.18%-1813F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,151$798K0.01%-1,50013F-HRTimelineGroup
Independence Bank of Kentucky3,146$797K0.11%-813F-HRTimeline
Ellis Investment Partners, LLC3,145$796K0.15%+54413F-HRTimeline
BANQUE PICTET & CIE SA3,140$795K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC3,120$790K0.06%-13313F-HRTimeline
Buska Wealth Management, LLC3,107$787K0.21%-25,60613F-HRTimeline
Obermeyer Wealth Partners3,104$786K0.04%+30013F-HRTimeline
LeClair Wealth Partners LLC3,101$785K0.53%-6913F-HRTimeline
Sulzberger Capital Advisors, Inc.3,100$785K0.92%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,097$784K0.02%-10013F-HRTimeline
GAMMA Investing LLC3,092$783K0.05%+4313F-HRTimeline
Integrated Financial Solutions, Inc.3,091$783K0.67%13F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC3,110$781K0.18%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,053$773K0.03%-12013F-HRTimelineGroup
Inscription Capital, LLC3,050$772K0.11%+1,58413F-HRTimeline
Embree Financial Group3,037$769K0.12%+413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,032$768K0.13%-30213F-HRTimeline
Vermillion Wealth Management, Inc.3,015$764K0.36%-2113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …3,000$760K0.1%-1,00013F-HRTimelineGroup
Sonora Investment Management Group, LLC3,000$760K0.06%-13913F-HRTimeline
Nvest Financial, LLC2,997$759K0.4%new13F-HRTimeline
ASPIRIANT, LLC2,990$757K0.02%-9413F-HRTimeline
Oxler Private Wealth LLC2,973$753K0.24%-5813F-HRTimeline
REBALANCE, LLC2,969$752K0.05%+413F-HRTimeline
HANOVER ADVISORS INC2,953$748K0.3%-21613F-HRTimeline
WASHINGTON TRUST Co2,950$747K0.03%013F-HRTimeline
PCG Wealth Advisors, LLC2,939$744K0.38%013F-HRTimeline
Arista Wealth Management, LLC2,934$743K0.1%013F-HRTimeline
Truvestments Capital LLC2,915$738K0.15%-16313F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,904$735K0.39%+1313F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,892$733K0.3%013F-HRTimeline
Fortis Advisors, LLC2,879$729K0.47%-6013F-HRTimeline
High Net Worth Advisory Group LLC2,860$725K0.19%-113F-HRTimeline
O'Brien Wealth Partners LLC2,860$724K0.11%013F-HRTimeline
Accredited Investors Inc.2,855$723K0.04%-713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,854$723K0.02%013F-HRTimelineGroup
North Capital, Inc.2,853$722K0.62%-5013F-HRTimeline
Baldwin Investment Management, LLC2,850$722K0.09%013F-HRTimeline
Sovereign Financial Group, Inc.2,847$721K0.15%+28513F-HRTimeline
Lifeworks Advisors, LLC2,846$721K0.11%+1,69713F-HRTimeline
Vectors Research Management, LLC2,844$720K0.25%-19313F-HRTimeline
Sovran Advisors, LLC2,808$720K0.08%-1,10613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,833$717K0.26%+19913F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,730$715K0.21%new13F-HRTimeline
Private Wealth Partners, LLC2,817$713K0.06%+2413F-HRTimeline
Worth Financial Advisory Group, LLC2,810$712K0.44%-10113F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,799$709K0.5%new13F-HRTimeline
FLC Capital Advisors2,798$709K0.15%new13F-HRTimeline
Astra Wealth Partners LLC2,797$708K0.57%+18013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,796$708K0.01%+28313F-HRTimeline
BRADY FAMILY WEALTH, LLC2,792$707K0.22%013F-HRTimeline
Sandbox Financial Partners, LLC2,789$706K0.22%-12113F-HRTimeline
New Century Financial Group, LLC2,761$699K0.82%-23413F-HRTimeline
Clare Market Investments LLC2,741$694K0.15%-18313F-HRTimeline
Penobscot Investment Management Company…2,732$692K0.06%+5013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,731$692K0.15%+33413F-HRTimelineGroup
Asset Management Group, Inc.2,726$690K0.12%-1713F-HRTimeline
Pasadena Private Wealth, LLC2,710$686K0.12%013F-HRTimeline
SageView Advisory Group, LLC2,598$686K0.03%-38313F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding2,704$685K0Timeline
Pinnacle Wealth Planning Services, Inc.2,703$684K0.09%013F-HRTimeline
Texas Yale Capital Corp.2,701$684K0.02%013F-HRTimeline
Investment Partners Asset Management, I…2,700$684K0.48%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,695$682K0.11%-9813F-HRTimeline
TABLEAUX LLC2,689$681K0.39%013F-HR/ATimeline
Parkside Financial Bank & Trust2,687$680K0.07%+66713F-HRTimeline
Klingman & Associates, LLC2,680$679K0.04%+17513F-HRTimeline
Frisch Financial Group, Inc.2,676$678K0.17%+313F-HRTimeline
LWM Advisory Services, LLC2,674$677K0.47%-7213F-HRTimeline
McElhenny Sheffield Capital Management,…2,672$677K0.18%013F-HR/ATimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,671$676K0.31%+2513F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC2,670$676K0.25%013F-HRTimeline
Clark Capital Management Group, Inc.2,667$675K<0.01%-66213F-HRTimeline
STAR Financial Bank2,661$674K0.43%-43513F-HRTimeline
Aspen Investment Management Inc2,658$673K0.28%-9213F-HRTimeline
Dynamic Wealth Strategies, LLC2,651$671K0.48%+2,53513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,650$671K0.03%+3113F-HRTimeline
Community Bank, N.A.2,650$671K0.09%+313F-HRTimeline
Granite Bay Wealth Management, LLC2,650$671K0.22%+40013F-HRTimeline
Ackerman Capital Advisors, LLC2,647$670K0.16%013F-HRTimeline
Obsidian Personal Planning Solutions LLC2,631$666K0.27%+16613F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,629$666K0.22%+1,16913F-HRTimeline
LaSalle St. Investment Advisors, LLC2,626$665K0.18%+25213F-HRTimeline
Cambria Investment Management, L.P.2,622$664K0.04%new13F-HRTimeline
Burford Brothers, Inc.2,621$664K0.3%-26313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,613$662K0.02%+1013F-HRTimelineGroup
PBMares Wealth Management LLC2,603$659K0.12%013F-HRTimeline
Gryphon Financial Partners LLC2,599$658K0.09%+20013F-HRTimeline
Lumbard & Kellner, LLC2,599$658K0.29%013F-HRTimeline
Platform Technology Partners2,591$656K0.17%+43113F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding2,575$656K+546Timeline
American State Bank (Iowa)2,587$655K0.36%013F-HRTimeline
HUB Investment Partners, LLC2,583$654K0.02%-19913F-HRTimeline
Apriem Advisors2,583$654K0.07%013F-HRTimeline
American Financial Advisors, LLC2,580$653K0.09%+313F-HRTimeline
Comprehensive Financial Planning, Inc./…2,569$651K0.51%+42413F-HRTimeline
Jackson Hole Capital Partners, LLC2,566$650K0.12%013F-HRTimeline
L & S Advisors Inc2,562$649K0.06%-1313F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,560$648K0.44%-21013F-HRTimeline
Ellevest, Inc.2,554$647K0.1%-2613F-HRTimeline
Advance Capital Management, Inc.2,550$646K0.03%-1,22113F-HRTimeline
Diligent Investors, LLC2,548$645K0.15%-7513F-HRTimeline
Apella Capital, LLC2,515$641K0.02%+94413F-HRTimeline
Clearwater Capital Advisors, LLC2,530$641K0.06%+5813F-HRTimeline
Lodestone Wealth Management LLC2,525$639K0.31%+3813F-HRTimeline
Hanson & Doremus Investment Management2,519$638K0.09%+12813F-HRTimeline
COZAD ASSET MANAGEMENT INC2,518$638K0.06%013F-HR/ATimeline
Confluence Wealth Services, Inc.2,508$635K0.03%+8913F-HRTimeline
WOODSTOCK CORP2,500$633K0.06%013F-HRTimeline
LS Investment Advisors, LLC2,500$633K0.09%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC2,493$631K0.12%013F-HRTimeline
Lynx Investment Advisory2,487$630K0.41%+313F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,476$627K0.02%-24513F-HRTimeline
Bellecapital International Ltd.2,472$626K0.11%013F-HRTimeline
Mayflower Financial Advisors, LLC2,472$626K0.09%-2,07713F-HRTimeline
Comprehensive Financial Consultants Ins…2,471$626K0.21%+3513F-HRTimeline
My Personal CFO, LLC2,467$625K0.28%-1,00013F-HRTimeline
Beacon Capital Management, LLC2,466$624K0.08%-29613F-HRTimeline
Heritage Trust Co2,456$622K0.07%013F-HRTimeline
Gallacher Capital Management LLC2,454$622K0.29%+72313F-HRTimeline
TRUST CO OF VERMONT2,450$620K0.03%013F-HRTimeline
WealthPLAN Partners, LLC2,447$620K0.1%+81813F-HRTimeline
Goelzer Investment Management, Inc.2,442$618K0.03%-22013F-HRTimeline
Avalon Trust Co2,441$618K0.05%+1,00013F-HRTimeline
Performance Wealth Partners, LLC2,441$618K0.02%-19013F-HRTimeline