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Disclosery

XLK SELECT SECTOR SPDR TR

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SHS (fund)

2,397 managers (2,427 13F filers) reported a position in XLK shares at 2026-03-31, 349,768,601 shares in all. 114 filers opened a position and 182 filers sold out during the quarter.

Managers
2,397
13F filers
2,427
New
114
Added
875
Reduced
928
Sold out
182
Shares held by filers
349,768,601

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Next Capital Management LLC8,377$1.11M0.34%+2913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,333$1.11M0.33%+313F-HRTimeline
Altus Wealth Group LLC8,331$1.11M0.45%-3,95913F-HRTimeline
PURSUE WEALTH PARTNERS LLC8,322$1.11M0.66%013F-HRTimeline
Beaumont Financial Advisors, LLC8,312$1.1M0.08%-1,06913F-HRTimeline
MRWM Advisors, LLC8,292$1.1M0.6%-56213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…8,276$1.1M<0.01%+51513F-HRTimelineGroup
Ellis Investment Partners, LLC8,209$1.09M0.19%+2,11113F-HRTimeline
Empire Financial Management Company, LLC8,163$1.08M0.25%-2413F-HRTimeline
Welch & Forbes LLC8,130$1.08M0.01%+40213F-HRTimeline
Beacon Financial Advisory LLC8,104$1.08M0.24%+11513F-HRTimeline
Dana Investment Advisors, Inc.8,083$1.07M0.03%-24513F-HRTimeline
Tanglewood Wealth Management, Inc.8,063$1.07M0.09%-40213F-HRTimeline
Delta Investment Management, LLC8,051$1.07M0.19%+7113F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,002$1.06M0.7%-63913F-HRTimeline
Strategic Financial Concepts, LLC7,988$1.06M0.26%new13F-HRTimeline
Geometric Wealth Advisors7,976$1.06M0.13%013F-HRTimeline
SMITH, MOORE & CO.7,966$1.06M0.08%+78413F-HRTimeline
Smith Salley Wealth Management7,955$1.06M0.05%+65713F-HRTimeline
WP Advisors, LLC7,940$1.06M0.27%+1913F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC7,900$1.05M0.24%013F-HRTimeline
Eldridge Investment Advisors, Inc.7,897$1.05M0.23%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC7,855$1.04M0.42%013F-HRTimeline
Colonial River Investments, LLC7,855$1.04M0.37%-213F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC7,850$1.04M0.57%013F-HRTimeline
Beaton Management Co. Inc.7,830$1.04M0.46%013F-HRTimeline
Forza Wealth Management, LLC7,810$1.04M0.36%013F-HRTimeline
First National Bank of Mount Dora, Trus…7,806$1.04M0.22%-2,12213F-HRTimeline
Autumn Glory Partners, LLC7,762$1.03M0.38%+213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC7,733$1.03M0.1%+77013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC7,726$1.03M0.28%-15713F-HRTimeline
Diversified Enterprises, LLC7,691$1.02M0.06%-1013F-HRTimeline
Ballast Rock Private Wealth LLC7,684$1.02M0.56%+1,50413F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,618$1.01M0.1%013F-HR/ATimeline
CIBC Asset Management Inc7,603$1.01M<0.01%new13F-HRTimeline
Financial Partners Group, Inc7,600$1.01M0.12%-6513F-HRTimeline
Game Plan Financial Advisors, LLC7,595$1.01M0.45%-53713F-HRTimeline
Aries Wealth Management7,590$1.01M0.22%013F-HRTimeline
Curi Capital, LLC7,586$1.01M0.02%-1,04713F-HRTimeline
Coastline Complete Wealth LLC7,572$1.01M0.62%+67113F-HRTimeline
AA Financial Advisors, LLC7,546$1M0.14%+813F-HRTimeline
ASPIRIANT, LLC7,544$1M0.03%-1,76613F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC7,542$1M0.15%013F-HRTimeline
NVWM, LLC7,510$998K0.22%-3,48113F-HRTimeline
Sunflower Bank, N.A.7,504$997K0.25%013F-HRTimeline
17 CAPITAL PARTNERS, LLC7,485$995K0.51%+89013F-HRTimeline
OpenArc Corporate Advisory, LLC7,480$994K0.01%+2,99113F-HRTimeline
Disciplined Investments, LLC7,475$993K0.36%013F-HRTimeline
Summit Financial Wealth Advisors, LLC7,457$991K0.14%+7413F-HRTimeline
BIP Wealth, LLC7,446$990K0.04%-1,20913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,429$987K0.31%+78913F-HRTimeline
HILL ISLAND FINANCIAL LLC7,425$987K0.24%-12013F-HRTimeline
Prostatis Group LLC7,415$985K0.25%-81613F-HRTimeline
Lewis Asset Management, LLC7,320$973K0.4%-28513F-HRTimeline
WJ Financial Advisors LLC7,316$972K0.79%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,308$971K0.16%-1,11313F-HRTimeline
OFS Enterprise LLC7,304$971K0.29%13F-HRTimeline
SAPIENT CAPITAL LLC7,286$968K0.01%-1,10613F-HR/ATimeline
Saxony Capital Management, LLC7,280$968K0.56%013F-HRTimeline
Regent Peak Wealth Advisors LLC7,277$967K0.2%+9613F-HRTimeline
Aviance Capital Partners, LLC7,274$967K0.11%+27113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC7,256$964K0.27%-6413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.7,221$960K0.34%-9,30113F-HRTimeline
Fortis Advisors, LLC7,199$957K0.48%-69113F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…7,119$946K0.28%+15913F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…7,102$944K0.28%+17013F-HRTimeline
Intrepid Financial Planning Group LLC7,101$944K0.38%-10413F-HRTimeline
WARNER FINANCIAL, INC7,096$943K0.32%+31113F-HRTimeline
Elmwood Wealth Management, Inc.7,088$942K0.26%-18313F-HRTimeline
FIRST COMMUNITY TRUST NA7,032$935K0.69%-26513F-HRTimeline
Rossmore Private Capital7,032$935K0.08%-29813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,004$931K0.18%+2,28113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC6,999$930K0.16%+77013F-HRTimeline
Global Strategic Investment Solutions, …6,988$929K0.09%+213F-HRTimeline
Aspen Investment Management Inc6,973$927K0.28%+3813F-HRTimeline
Alpha Zero LLC6,970$926K0.47%+713F-HRTimeline
1ST SOURCE BANK6,966$926K0.05%+1,89413F-HRTimeline
Tranquility Partners, LLC6,957$925K0.35%-3313F-HRTimeline
Family Capital Management, Inc.6,945$923K0.41%-86813F-HRTimeline
Councilmark Asset Management, LLC6,940$922K0.53%013F-HRTimeline
Forbes Financial Planning, Inc.6,935$922K0.53%-7,23313F-HRTimeline
HUB Investment Partners, LLC6,929$921K0.02%+1,91513F-HRTimeline
Everest Financial Group LLC6,921$920K0.15%+4,61913F-HRTimeline
PMG Wealth Management, Inc.6,909$918K0.66%-42413F-HRTimeline
Linscomb Wealth, Inc.6,907$918K0.04%+3,54313F-HRTimeline
Fund Advisors of America Inc/FL6,895$916K0.93%+6413F-HRTimeline
Global Wealth Strategies & Associates6,884$915K0.22%-30813F-HRTimeline
TRB Wealth Management, LLC6,854$911K0.13%13F-HRTimeline
Blue Trust, Inc.6,838$909K0.01%-1,13013F-HRTimeline
Princeton Global Asset Management LLC6,831$908K0.15%+7313F-HRTimeline
MWA Asset Management6,828$908K0.5%-45613F-HR/ATimeline
Winthrop Advisory Group LLC6,823$907K0.07%+83813F-HRTimeline
TBH Global Asset Management, LLC6,808$905K0.18%new13F-HRTimeline
Pines Wealth Management, LLC6,804$904K0.29%-52013F-HRTimeline
Axim Planning & Wealth6,801$904K1.1%-4313F-HRTimeline
Hubbell Strickland Wealth Management, L…6,798$903K0.36%+413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,794$903K0.05%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.6,783$901K0.51%13F-HRTimeline
Alpha Wealth Funds, LLC6,783$901K0.64%-25313F-HRTimeline
Welch Group, LLC6,770$900K0.03%-1,30513F-HRTimeline
Severin Investments, LLC6,759$898K0.77%-52613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,754$898K0.02%013F-HRTimeline
Breakwater Capital Group6,754$898K0.12%+113F-HRTimeline
Pacific Wealth Strategies Group, Inc.6,738$895K0.56%013F-HRTimeline
Elevation Advisory Partners LLC6,047$895K0.84%13F-HRTimeline
Investmark Advisory Group LLC6,725$894K0.38%+813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.6,726$894K0.26%-11213F-HRTimeline
PUREfi Wealth, LLC6,720$893K0.59%013F-HRTimeline
Mascagni Wealth Management, Inc.6,712$892K0.64%+3413F-HRTimeline
HTG Investment Advisors, Inc.6,678$888K0.25%013F-HRTimeline
Amplius Wealth Advisors, LLC6,660$885K0.07%013F-HRTimeline
Kensington Investment Counsel, LLC6,641$883K0.42%+2,68713F-HRTimeline
Wealth Group Ltd6,611$879K0.2%+30213F-HRTimeline
Dale Q Rice Investment Management Ltd6,591$876K0.66%-2513F-HRTimeline
Facet Wealth, Inc.6,589$876K0.02%+45713F-HRTimeline
BAYBAN6,588$876K0.76%-3613F-HRTimeline
KINTRA WEALTH, LLC6,584$875K0.06%+3,86113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,541$869K-197Timeline
PERSONAL CFO SOLUTIONS, LLC6,501$864K0.12%+67613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,484$862K0.04%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,475$861K0.06%-13,00013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC6,468$860K0.02%-41713F-HRTimeline
Alley Investment Management Company, LLC6,439$856K0.1%-2,22513F-HRTimeline
Obermeyer Wealth Partners6,408$852K0.04%013F-HRTimeline
Sound Income Strategies, LLC6,305$851K0.04%-14313F-HRTimeline
Bluebird Wealth Management LLC6,400$851K0.87%013F-HRTimeline
Clear Harbor Asset Management, LLC6,376$847K0.06%-2313F-HRTimeline
Pictet North America Advisors SA6,374$847K0.08%013F-HRTimeline
Bluespring Wealth Management, LLC6,360$845K0.07%-34413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC6,348$844K0.51%-3813F-HRTimeline
Two West Capital Advisors LLC5,300$843K0.45%-38413F-HRTimeline
Ignite Planners, LLC6,344$843K0.13%+33213F-HRTimeline
Accredited Investors Inc.6,333$842K0.05%+60513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp6,332$842K0.01%+3013F-HRTimelineGroup
Guardian Capital, LLC6,326$841K0.8%-74913F-HRTimeline
HRC WEALTH MANAGEMENT, LLC6,302$838K0.4%+43813F-HRTimeline
BANQUE PICTET & CIE SA6,280$835K0.01%013F-HRTimeline
Astra Wealth Partners LLC6,278$834K0.53%-2,69113F-HRTimeline
LaFleur & Godfrey LLC6,255$831K0.1%-51513F-HRTimeline
Sovran Advisors, LLC5,206$830K0.07%-8713F-HRTimeline
Lantern Wealth Advisors, LLC6,200$824K0.42%013F-HRTimeline
Rossby Financial, LCC6,100$823K0.17%new13F-HRTimeline
Empirical Asset Management, LLC6,190$823K0.22%-28113F-HRTimeline
Financial Freedom, LLC6,187$822K0.41%+613F-HRTimeline
DSG Capital Advisors, LLC6,174$821K0.13%013F-HRTimeline
Activest Wealth Management6,165$819K0.14%+1,42913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,156$818K0.1%+45813F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC6,130$815K0.19%-2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRIVATE CLIENT SERVICES, LLC6,126$814K0.24%-28813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,120$813K<0.01%-41,72013F-HRTimeline
Kessler Investment Group, LLC6,102$811K0.38%new13F-HRTimeline
American Trust6,080$808K0.07%-3,28913F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,064$806K0.13%+3013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…6,064$806K0.11%013F-HRTimeline
Inscription Capital, LLC6,041$803K0.08%-14413F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,018$800K0.25%013F-HRTimeline
Sovereign Financial Group, Inc.5,991$796K0.14%+16713F-HRTimeline
Hexagon Capital Partners LLC5,979$795K0.12%new13F-HRTimeline
Oxler Private Wealth LLC5,969$793K0.25%+813F-HRTimeline
WAYSTONE ADVISORS LLC5,963$792K0.71%+14613F-HRTimeline
Nvest Financial, LLC5,957$792K0.29%+15713F-HRTimeline
Grove Bank & Trust5,950$791K0.09%013F-HRTimeline
Elevation Wealth Management LLC5,911$786K0.72%+3,11513F-HRTimeline
Embree Financial Group5,869$780K0.09%013F-HRTimeline
Mason & Associates Inc6,113$779K0.15%+7513F-HRTimeline
NorthCoast Asset Management LLC5,850$778K0.02%+94413F-HRTimeline
WADDELL & ASSOCIATES, LLC5,847$777K0.04%+18113F-HRTimeline
Greenline Wealth Management LLC5,845$777K0.9%+1,55813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,838$776K0.01%new13F-HRTimelineGroup
Birch Hill Investment Advisors LLC5,831$775K0.03%+1,59913F-HRTimeline
Truvestments Capital LLC5,825$774K0.14%+813F-HRTimeline
Arista Wealth Management, LLC5,814$773K0.09%013F-HRTimeline
PCG Wealth Advisors, LLC5,809$772K0.2%-7013F-HRTimeline
Estate Planners Group, LLC5,796$770K0.37%+70313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,794$770K0.03%013F-HRTimelineGroup
High Net Worth Advisory Group LLC5,748$764K0.18%+113F-HRTimeline
FIRST UNITED BANK & TRUST5,720$760K0.25%-4,41213F-HRTimeline
Integrated Financial Solutions, Inc.5,717$760K0.53%+62813F-HRTimeline
Strait & Sound Wealth Management LLC5,714$759K0.29%-5613F-HRTimeline
North Capital, Inc.5,704$758K0.64%013F-HRTimeline
Baldwin Investment Management, LLC5,700$758K0.09%013F-HRTimeline
Kingsbury Capital Investment Advisors L…5,697$757K0.71%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5,691$756K0.02%013F-HRTimelineGroup
Clare Market Investments LLC5,679$755K0.16%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5,626$748K0.31%-3,87413F-HRTimeline
Cullen Capital Management, LLC5,606$745K0.01%+3,47213F-HRTimeline
Dorsey & Whitney Trust CO LLC5,600$744K0.04%013F-HRTimeline
SlateStone Wealth, LLC5,599$744K0.06%+1,79913F-HRTimeline
Private Wealth Partners, LLC5,586$742K0.06%-4813F-HRTimeline
TABLEAUX LLC5,582$742K0.36%+20413F-HRTimeline
Symphony Financial, Ltd. Co.5,588$740K0.1%+49613F-HRTimeline
Richard W. Paul & Associates, LLC5,565$740K0.25%-2413F-HRTimeline
Advance Capital Management, Inc.5,560$739K0.03%+18313F-HRTimeline
REBALANCE, LLC5,555$738K0.04%-7213F-HRTimeline
Bernard Wealth Management Corp.5,546$737K0.31%+15013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC5,545$737K0.23%+713F-HRTimeline
Asset Management Group, Inc.5,540$736K0.12%+713F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,520$734K0.17%013F-HRTimeline
Traynor Capital Management, Inc.5,749$733K0.04%+1,38413F-HRTimeline
TAGStone Capital, Inc.5,506$732K0.26%new13F-HRTimeline