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
Ethos Financial Group, LLC2,354$506K0.05%+1,60513F-HRTimeline
Wambolt & Associates, LLC2,426$505K0.17%-2,39713F-HRTimeline
Luminist Capital LLC2,421$503K0.54%-2,24613F-HRTimeline
Elevated Capital Advisors, LLC2,436$503K0.14%-8113F-HRTimeline
Comprehensive Financial Consultants Ins…2,436$503K0.18%-5113F-HRTimeline
Centricity Wealth Management, LLC2,405$497K0.45%-4813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,403$496K0.02%-48513F-HRTimeline
Hoxton Planning & Management, LLC2,400$496K0.19%-18913F-HRTimeline
Gryphon Financial Partners LLC2,399$495K0.07%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,397$495K0.12%013F-HRTimelineGroup
Goepper Burkhardt LLC2,396$495K0.2%+13813F-HRTimeline
Hanson & Doremus Investment Management2,391$494K0.07%+25813F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY2,390$493K0.12%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,379$491K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.2,375$490K0.08%+213F-HRTimeline
LaSalle St. Investment Advisors, LLC2,374$490K0.12%+1,04513F-HRTimeline
Insight Advisors, LLC/ PA2,356$487K0.09%-5313F-HRTimeline
WealthBridge Capital Management, LLC2,351$485K0.14%013F-HRTimeline
Advisors Capital Management, LLC2,347$485K0.01%-13313F-HRTimeline
Tyler-Stone Wealth Management2,344$484K0.09%-213F-HRTimeline
Byrne Asset Management LLC2,341$483K0.36%new13F-HRTimeline
First Pacific Financial2,332$482K0.1%-3,81013F-HRTimeline
Confluence Wealth Services, Inc.2,419$479K0.03%+21713F-HRTimeline
Cottage Street Advisors LLC2,313$478K0.24%-56513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,312$477K0.01%-3013F-HRTimelineGroup
Clear Harbor Asset Management, LLC2,310$477K0.04%+5613F-HRTimeline
Mine & Arao Wealth Creation & Managemen…2,304$476K0.23%013F-HRTimeline
SOA Wealth Advisors, LLC.2,300$475K0.1%-9313F-HRTimeline
Talisman Wealth Advisors LLC2,293$474K0.49%-16813F-HRTimeline
HM PAYSON & CO2,289$473K0.01%+19313F-HRTimeline
Strategies Wealth Advisors, LLC2,287$472K0.06%-1213F-HRTimeline
BNC WEALTH MANAGEMENT, LLC2,286$472K0.17%-11113F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,088$471K0.04%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,282$471K0.04%-22213F-HRTimelineGroup
DEARBORN PARTNERS LLC2,279$471K0.02%-1,30013F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…2,277$470K0.18%+5113F-HRTimelineGroup
Breakwater Investment Management2,273$469K0.2%013F-HRTimeline
Triumph Capital Management2,269$469K0.16%+8913F-HRTimeline
Brick & Kyle, Associates2,286$468K0.21%-17013F-HRTimeline
Black Maple Capital Management LP2,260$467K0.37%013F-HRTimeline
LexAurum Advisors, LLC2,258$466K0.09%+713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,354$466K<0.01%013F-HRTimeline
Ullmann Wealth Partners Group, LLC2,255$466K0.06%+4213F-HRTimeline
Granite Bay Wealth Management, LLC2,250$465K0.16%+20013F-HRTimeline
Pinnacle Bancorp, Inc.2,230$460K0.15%013F-HRTimeline
Stanich Group LLC2,226$460K0.34%+10713F-HRTimeline
Register Financial Advisors LLC2,205$455K0.24%+113F-HRTimeline
Meridian Financial Advisors, LLC2,199$454K0.32%-3513F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,194$453K0.12%+1,71513F-HRTimeline
First International Bank & Trust2,178$450K0.14%013F-HRTimeline
First Nebraska Trust Co2,175$449K0.04%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,172$448K0.03%-1,86913F-HRTimeline
Stonegate Investment Group, LLC2,172$448K0.01%013F-HRTimeline
Fusion Capital, LLC2,171$448K0.17%+113F-HRTimeline
Summit X, LLC2,171$448K0.09%+3413F-HRTimeline
YHB Investment Advisors, Inc.2,169$448K0.04%-54213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,167$447K0.03%-3,00913F-HRTimelineGroup
Addison Advisors LLC2,166$447K0.12%013F-HRTimeline
Paladin Advisory Group, LLC2,165$447K0.36%013F-HRTimeline
Smith & Howard Wealth Management, LLC2,162$446K0.12%-1313F-HRTimeline
Platform Technology Partners2,160$446K0.13%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO2,149$444K0.1%+30713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,148$444K0.09%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…2,145$443K0.43%-1,16713F-HRTimeline
Magnolia Private Wealth, LLC2,145$443K0.37%new13F-HRTimeline
Transce3nd, LLC2,131$440K0.2%-77113F-HRTimeline
CRA Financial Services, LLC2,129$440K0.08%+313F-HRTimeline
Williams & Novak Wealth Management, LLC2,106$438K0.43%-3513F-HRTimeline
VICUS CAPITAL2,120$438K0.04%-913F-HRTimeline
Latitude Advisors, LLC2,114$436K0.25%-98913F-HRTimeline
Farmers National Bank2,110$436K0.12%-4313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC2,107$435K0.06%+11013F-HRTimeline
Global Financial Private Client, LLC2,093$432K0.17%-10113F-HRTimeline
Kuhn & Co Investment Counsel2,082$430K0.36%-10513F-HRTimeline
TRUST CO OF OKLAHOMA2,079$429K0.15%+19313F-HRTimeline
NorthCrest Asset Manangement, LLC2,079$429K0.01%-27113F-HRTimeline
FORTE CAPITAL LLC /ADV2,079$429K0.05%-42513F-HRTimeline
Wealthquest Corp2,077$429K0.04%013F-HR/ATimeline
Longview Financial Advisors LLC2,059$425K0.28%013F-HRTimeline
Traynor Capital Management, Inc.2,059$425K0.04%+7813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,056$425K0.08%013F-HR/ATimelineGroup
Guidance Point Advisors, LLC2,051$424K0.12%+313F-HRTimeline
Axim Planning & Wealth2,048$423K0.37%new13F-HRTimeline
Royal Fund Management, LLC2,042$423K0.05%+83913F-HRTimeline
Mirador Capital Partners LP2,045$422K0.07%+10513F-HRTimeline
Keystone Financial Services2,035$420K0.16%013F-HRTimeline
Yeomans Consulting Group, Inc.2,031$419K0.16%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,027$419K0.01%-3913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,800$419K0.03%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,023$418K-594Timeline
Parkside Financial Bank & Trust2,020$417K0.05%013F-HRTimeline
JGP Wealth Management, LLC2,005$414K0.05%+17513F-HRTimeline
West Tower Group, LLC2,000$413K1.09%new13F-HRTimeline
SEVEN MILE ADVISORY2,000$413K0.28%-1913F-HRTimeline
Archer Investment Corp1,994$412K0.11%013F-HRTimeline
Frazier Financial Advisors, LLC1,987$410K0.32%+38013F-HRTimeline
Delta Financial Group, Inc.1,886$410K0.09%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,980$409K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,980$409K0.16%+1713F-HRTimeline
VESTOR CAPITAL, LLC1,978$408K0.03%013F-HRTimeline
Gray Private Wealth, LLC1,972$407K0.25%+19313F-HRTimeline
Outlook Wealth Advisors, LLC1,969$407K0.11%-60813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding2,029$407K-377Timeline
SlateStone Wealth, LLC1,963$405K0.04%-26513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,956$403K0.07%+63113F-HRTimeline
Mainstream Capital Management LLC1,946$402K0.32%-2313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,925$397K0.02%013F-HRTimelineGroup
Sebold Capital Management, Inc.1,915$395K0.26%-1213F-HRTimeline
Kendall Capital Management1,913$395K0.12%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,903$393K0.08%-1,23813F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,879$388K0.34%-5513F-HRTimeline
Procyon Advisors, LLC1,879$388K0.02%+3513F-HRTimeline
Cullen Capital Management, LLC1,877$388K<0.01%-26,93813F-HRTimeline
Betterment LLC1,873$387K<0.01%+2013F-HRTimeline
Synergy Investment Management, LLC1,869$386K0.16%013F-HRTimeline
McIlrath & Eck, LLC1,863$385K0.05%+24413F-HRTimeline
WT Wealth Management1,861$384K0.12%-14813F-HRTimeline
Creekside Partners1,861$384K0.2%+313F-HRTimeline
Global Wealth Strategies & Associates1,859$384K0.12%+30913F-HRTimeline
Huntleigh Advisors, Inc.1,856$383K0.09%-9513F-HR/ATimeline
Waldron Private Wealth LLC1,854$383K0.02%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,855$383K0.1%-49513F-HRTimeline
Atlantic Edge Private Wealth Management…1,853$383K0.12%013F-HRTimeline
IPG Investment Advisors LLC1,852$382K0.09%-25013F-HRTimeline
BCS Wealth Management1,852$382K0.1%+2313F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,850$382K0.12%-55113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC1,848$382K0.1%-2,00013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,840$380K0.11%013F-HRTimeline
Smith Salley Wealth Management1,839$380K0.02%-5813F-HRTimeline
Foundation Wealth Management, LLC1,825$377K0.3%+313F-HRTimeline
FCG Investment Co1,823$376K0.24%+86713F-HRTimeline
Continuum Advisory, LLC1,814$375K0.05%+713F-HRTimeline
TRUST POINT INC.1,814$375K0.03%-49213F-HRTimeline
Private Capital Advisors, Inc.1,810$374K0.04%013F-HRTimeline
Oakwell Private Wealth Management, LLC1,807$373K0.1%-25113F-HRTimeline
Topsail Wealth Management, LLC1,806$373K0.08%new13F-HRTimeline
Copia Wealth Management1,805$373K0.34%-39013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,800$372K0.17%013F-HRTimeline
Schneider Downs Wealth Management Advis…1,799$371K0.07%+3013F-HRTimeline
WealthTrust Axiom LLC1,797$371K0.11%013F-HRTimeline
Old North State Trust, LLC1,597$371K0.24%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,793$370K0.05%013F-HRTimeline
Slagle Financial, LLC1,786$369K0.16%-15913F-HRTimeline
Bernard Wealth Management Corp.1,782$368K0.18%+85713F-HRTimeline
Tanglewood Legacy Advisors, LLC1,780$368K0.16%013F-HRTimeline
FORM Wealth Advisors, LLC1,780$368K0.05%13F-HRTimeline
Kellett Wealth Advisors, LLC1,779$367K0.25%-4813F-HRTimeline
Mission Financial Group, LLC2,762$367K0.34%13F-HRTimeline
Plan A Wealth LLC1,774$366K0.28%-31913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,773$366K0.05%013F-HRTimeline
Southland Equity Partners LLC1,773$366K0.09%-513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,771$366K0.07%013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE1,760$363K0.11%013F-HRTimeline
Strategic Investment Advisors / MI1,760$363K0.04%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC1,759$363K0.27%+113F-HRTimeline
MIdWestOne Financial Group, Inc.1,757$363K0.05%-13913F-HRTimeline
Seed Wealth Management, Inc.1,751$362K0.29%013F-HRTimeline
Standard Family Office LLC1,744$360K0.47%-1,30513F-HRTimeline
1ST SOURCE BANK1,736$358K0.02%+6813F-HRTimeline
Financial Council, LLC1,733$358K0.19%013F-HRTimeline
Gallacher Capital Management LLC1,731$357K0.17%+7413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,726$356K0.02%+41013F-HRTimelineGroup
WealthTrust Asset Management, LLC1,724$356K0.26%-34213F-HRTimeline
VIAWEALTH, LLC1,720$355K0.22%+9113F-HRTimeline
Smith Anglin Financial, LLC1,714$354K0.04%-45713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,711$353K0.11%+213F-HRTimeline
TruWealth Advisors, LLC1,708$353K0.02%-11913F-HRTimeline
Root Financial Partners, LLC1,706$352K0.04%-72013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/1,700$352K<0.01%013F-HRTimeline
Asset Allocation Strategies LLC1,702$351K0.09%+19713F-HRTimeline
NOVUS ADVISORS, LLC1,700$351K0.35%013F-HRTimeline
PARTHENON LLC1,700$351K0.04%-25013F-HRTimeline
StrongBox Wealth, LLC1,694$350K0.15%-2813F-HRTimeline
BEACON FINANCIAL GROUP1,688$348K0.04%+113F-HRTimeline
Charter Oak Capital Management, LLC1,684$348K0.03%-1513F-HRTimeline
CAPITAL CITY TRUST CO/FL1,677$346K0.09%+57513F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,672$345K0.31%+6713F-HRTimeline
Integrated Capital Management, LLC1,667$344K0.19%+3913F-HRTimeline
Coordinated Financial Services, Inc./CO1,665$344K0.26%13F-HRTimeline
White Lighthouse Investment Management …1,653$341K0.06%-46613F-HRTimeline
Axos Invest Inc.1,644$340K0.26%-23113F-HRTimeline
RTD Financial Advisors, Inc.1,640$339K0.05%013F-HRTimeline
IMA Advisory Services, Inc.1,638$338K0.04%013F-HRTimeline
N.E.W. Advisory Services LLC1,638$338K0.03%+7913F-HRTimeline
Wela Strategies, Inc.1,635$338K0.14%new13F-HRTimeline
Veltria Advisors Corp.1,635$338K0.22%-53713F-HRTimeline
Paulson Wealth Management Inc.1,633$337K0.09%+213F-HRTimeline
WealthPLAN Partners, LLC1,629$336K0.05%-3613F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC1,624$335K0.05%-10,87313F-HRTimeline
USA FINANCIAL FORMULAS1,623$335K0.06%-19113F-HRTimeline
Ruggaard & Associates LLC1,623$335K0.15%013F-HRTimeline
Family Firm, Inc.1,621$335K0.07%-8513F-HRTimeline
Everhart Financial Group, Inc.1,621$335K0.05%-513F-HRTimeline
Thomasville National Bank1,617$334K0.02%013F-HRTimeline
Measured Risk Portfolios, Inc.1,617$334K0.36%-2813F-HRTimeline
Capital Advantage, Inc.1,436$334K0.06%013F-HRTimeline
Novak & Powell Financial Services, Inc.1,616$334K0.21%+45313F-HRTimeline
Trinity Financial Advisors LLC1,706$333K0.12%-4013F-HR/ATimeline
SFMG, LLC1,610$332K0.03%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,608$332K<0.01%-39,28713F-HRTimelineGroup