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XLK SELECT SECTOR SPDR TR

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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
JDM Financial Group LLC1,607$332K0.17%013F-HRTimeline
Geneva Partners, LLC1,604$331K0.17%-4513F-HRTimeline
Darden Wealth Group Inc1,602$331K0.26%-4013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,595$329K0.24%+23513F-HRTimeline
WMG Financial Advisors, LLC1,594$329K0.14%013F-HRTimeline
Integrated Investment Consultants, LLC1,589$328K0.07%+29813F-HR/ATimeline
Pathway Financial Advisers, LLC1,588$328K0.11%-25613F-HRTimeline
Douglass Winthrop Advisors, LLC1,586$327K0.01%-2313F-HRTimeline
Vishria Bird Financial Group, LLC1,586$327K0.11%013F-HRTimeline
Vantage Financial Partners, LLC1,584$327K0.08%-57613F-HRTimeline
Stephens Consulting, LLC1,581$327K0.08%-35013F-HRTimeline
Fielder Capital Group LLC1,580$326K0.09%013F-HRTimeline
Avantra Family Wealth, Inc.1,579$326K0.31%-31113F-HRTimeline
GRIES FINANCIAL LLC1,578$326K0.06%+1613F-HRTimeline
VERITY Wealth Advisors1,575$325K0.24%013F-HRTimeline
Goldstone Financial Group, LLC1,575$325K0.05%-113F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,575$325K0.11%+2013F-HRTimeline
Paragon Private Wealth Management, LLC1,573$325K0.15%-14613F-HRTimeline
Florida Trust Wealth Management Co1,569$324K0.01%-30013F-HRTimeline
Montis Financial, LLC1,567$324K0.1%new13F-HRTimeline
BARRETT & COMPANY, INC.1,561$322K0.14%013F-HRTimeline
Elm Partners Management LLC1,559$322K0.02%-10,35213F-HR/ATimeline
Fonville Wealth Management LLC1,559$322K0.09%new13F-HRTimeline
HMS Capital Management, LLC1,754$322K0.18%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,558$322K<0.01%+113F-HRTimelineGroup
Clarus Group, Inc.1,552$320K0.12%+113F-HRTimeline
Apella Capital, LLC1,571$320K0.01%+113F-HRTimeline
Clearstead Trust, LLC1,551$320K0.07%+24713F-HRTimeline
Carl P. Sherr & Co., LLC1,550$320K0.18%013F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV1,550$320K0.16%013F-HR/ATimeline
Falcon Wealth Planning1,544$319K0.04%-10013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC1,541$318K0.25%013F-HRTimeline
Optivise Advisory Services LLC1,541$318K0.18%-3913F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,539$318K0.01%13F-HRTimelineGroup
Two West Capital Advisors LLC1,590$315K0.26%-39913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,526$315K<0.01%013F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC1,524$315K0.04%-1,95013F-HRTimeline
JT Stratford LLC1,521$314K0.06%+313F-HRTimeline
Aurora Private Wealth, Inc.1,522$314K0.25%-17513F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.1,519$314K0.16%-4013F-HRTimeline
Stone Summit Wealth LLC1,512$312K0.11%-23413F-HRTimeline
Aprio Wealth Management, LLC1,511$312K0.04%+2813F-HRTimeline
Paragon Capital Management LLC1,502$310K0.18%+413F-HRTimeline
Thrive Wealth Management, LLC1,502$310K0.06%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,500$310K0.05%013F-HRTimeline
Accel Wealth Management1,496$309K0.11%+37513F-HRTimeline
Clayton Financial Group LLC1,490$308K0.11%-17913F-HRTimeline
Opulen Financial Group LLC1,489$307K0.28%+2313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,488$307K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORDEN GROUP LLC1,483$306K0.04%+813F-HRTimeline
Inscription Capital, LLC1,466$305K0.05%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,478$305K0.02%013F-HRTimeline
ALM First Financial Advisors, LLC1,806$305K0.07%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,472$304K0.27%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,460$301K0.12%+113F-HRTimeline
Cardinal Point Capital Management ULC1,456$301K0.03%013F-HRTimeline
Ethic Inc.1,445$301K0.01%new13F-HRTimeline
Centric Wealth Management1,450$299K0.08%-2813F-HRTimeline
Martel Wealth Advisors LLC1,448$299K0.06%-7013F-HRTimeline
Avalon Trust Co1,441$298K0.02%+54013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,440$297K0.14%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,440$297K<0.01%+1513F-HRTimelineGroup
TFB Advisors LLC1,433$296K0.09%+8713F-HRTimeline
Shared Vision Wealth Group LLC1,432$296K0.16%013F-HRTimeline
Iron Gate Global Advisors LLC1,430$295K0.04%new13F-HR/ATimeline
Aldebaran Financial Inc.1,426$294K0.36%+3113F-HRTimeline
ALTFEST L J & CO INC1,425$294K0.04%-7613F-HRTimeline
FIRST AMERICAN BANK1,423$294K0.02%013F-HRTimeline
Aerodigm Wealth, LLC1,423$294K0.16%013F-HRTimeline
Tufton Capital Management1,419$293K0.06%013F-HRTimeline
UPTICK PARTNERS, LLC1,418$293K0.1%-3113F-HRTimeline
Farrell Financial LLC1,418$293K0.21%+213F-HRTimeline
Alpha Financial Partners LLC1,415$292K0.23%+43713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,410$291K0.04%-15913F-HRTimeline
King Wealth Management Group1,407$291K0.04%013F-HRTimeline
Quantessence Capital LLC1,408$291K0.07%-2,27413F-HRTimeline
Pacific Center for Financial Services1,405$290K0.08%013F-HRTimeline
Nilsine Partners, LLC1,400$289K0.03%new13F-HRTimeline
MEANS INVESTMENT CO., INC.1,396$288K0.03%-39413F-HRTimeline
Equita Financial Network, Inc.1,395$288K0.1%013F-HRTimeline
Smith Thornton Advisors LLC1,385$286K0.18%013F-HRTimeline
Ironwood Investment Counsel, LLC1,381$285K0.05%+3713F-HRTimeline
Southeast Asset Advisors, LLC1,378$285K0.03%-8913F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,246$284K0.26%-313F-HRTimeline
MSH Capital Advisors LLC1,374$284K0.09%+10113F-HRTimeline
Rice Partnership, LLC1,373$283K0.06%013F-HRTimeline
McCarthy & Cox1,362$281K0.12%013F-HRTimeline
Coastwise Capital Group, LLC1,360$281K0.24%+2713F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,359$281K0.03%013F-HRTimeline
Impact Investors, Inc1,353$279K0.22%013F-HRTimeline
Etesian Wealth Advisors, Inc.1,352$279K0.12%013F-HRTimeline
Grant/GrossMendelsohn, LLC1,340$279K0.16%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,350$279K0.16%new13F-HRTimeline
Innova Wealth Partners1,349$279K0.17%-22,86813F-HRTimeline
FRG Family Wealth Advisors LLC1,349$279K0.05%013F-HRTimeline
Chesley Taft & Associates LLC1,345$278K0.01%+21013F-HRTimeline
Nikulski Financial, Inc.1,345$278K0.08%013F-HRTimeline
Wealth Quarterback LLC1,343$277K0.16%-3213F-HRTimeline
Second Line Capital, LLC1,341$277K0.07%-8713F-HRTimeline
Hurlow Wealth Management Group, Inc.1,337$276K0.09%013F-HRTimeline
Clark Wealth Partners1,334$276K0.2%+1213F-HRTimeline
Cadence Wealth Management LLC1,331$275K0.2%+8513F-HRTimeline
Garden State Investment Advisory Servic…1,327$274K0.09%-3313F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC1,327$274K0.14%-23013F-HRTimeline
J HAGAN CAPITAL, INC.1,176$273K0.22%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,323$273K0.04%013F-HRTimeline
Bordeaux Wealth Advisors LLC1,320$273K0.05%+34313F-HRTimeline
Trivium Point Advisory, LLC1,319$272K0.03%-23113F-HRTimeline
TFR Capital, LLC.1,319$272K0.11%new13F-HRTimeline
Waterfront Wealth Inc.1,314$271K0.07%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,313$271K0.03%-6,25013F-HRTimelineGroup
Crescent Sterling, Ltd.1,311$271K0.28%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC1,305$269K0.14%013F-HRTimeline
UNION SAVINGS BANK1,303$269K0.13%013F-HRTimeline
Widmann Financial Services, Inc.1,300$268K0.21%013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS1,300$268K0.21%013F-HRTimeline
Aspire Private Capital, LLC1,296$268K0.07%-1313F-HRTimeline
CRUX WEALTH ADVISORS1,295$267K0.14%-4813F-HRTimeline
OLIO Financial Planning1,294$267K0.09%013F-HRTimeline
Kessler Investment Group, LLC1,292$267K0.13%013F-HRTimeline
Straight Path Wealth Management1,292$267K0.11%-8313F-HRTimeline
Bullock Wealth Management Group1,282$267K0.15%-2,78013F-HRTimeline
Cadent Capital Advisors, LLC1,286$266K0.1%-15113F-HRTimeline
Bell Investment Advisors, Inc1,279$264K0.05%013F-HRTimeline
MN Wealth Advisors, LLC1,278$264K0.16%+5213F-HRTimeline
Prairie Sky Financial Group LLC1,278$264K0.16%-23313F-HRTimeline
Dynamic Financial Group1,276$263K0.26%013F-HRTimeline
Joel Adams & Associates, Inc.1,275$263K0.24%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,271$262K0.11%-8413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,270$262K0.02%+813F-HRTimeline
SK Wealth Management, LLC1,392$261K0.14%+313F-HRTimeline
Schechter Investment Advisors, LLC1,261$260K0.02%+3013F-HRTimeline
Trail Ridge Investment Advisors, LLC1,257$260K0.13%+27113F-HRTimeline
PARK NATIONAL CORP /OH/1,254$259K0.01%+7513F-HRTimeline
Wealthstar Advisors, LLC1,254$259K0.12%+113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,251$258K0.06%+1513F-HRTimeline
Columbia Bank1,251$258K0.09%-8713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC1,250$258K0.22%013F-HRTimeline
Greenwich Wealth Management LLC1,243$257K0.02%013F-HRTimeline
Global Wealth Management Investment Adv…1,243$257K0.05%-2013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,243$257K0.1%-1,40913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…1,242$256K0.02%013F-HRTimeline
Hendershot Investments Inc.1,242$256K0.03%new13F-HRTimeline
AlphaCore Capital LLC1,242$256K0.02%new13F-HRTimeline
Ascent Wealth Partners, LLC1,240$256K0.03%+1013F-HRTimeline
DIVERSIFIED TRUST CO1,238$256K0.01%-24013F-HRTimeline
Burns Matteson Capital Management, LLC1,236$255K0.14%013F-HRTimeline
Burt Wealth Advisors1,235$255K0.06%013F-HRTimeline
Apeiron RIA LLC1,225$253K0.08%+213F-HRTimeline
Opal Wealth Advisors, LLC1,221$252K0.08%+5113F-HRTimeline
Able Wealth Management LLC1,221$252K0.15%new13F-HRTimeline
Cove Private Wealth, LLC1,220$252K0.13%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,220$252K0.01%013F-HRTimeline
ORG Partners LLC1,201$250K0.06%-27013F-HRTimeline
WILLNER & HELLER, LLC1,210$250K0.23%-3213F-HRTimeline
Octavia Wealth Advisors, LLC1,208$249K0.03%-29813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,205$249K0.09%013F-HRTimeline
TFC Financial Management, Inc.1,205$249K0.04%+113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC1,200$248K0.12%013F-HRTimeline
Maxele Advisors, LLC1,198$247K0.24%-9013F-HRTimeline
GDS Wealth Management1,197$247K0.02%+21113F-HRTimeline
Palogic Value Management, L.P.1,190$246K0.11%013F-HR/ATimeline
MFG WEALTH MANAGEMENT, INC.1,190$246K0.23%+30313F-HRTimeline
WRAPMANAGER INC1,186$245K0.06%-9313F-HRTimeline
Rosenberg Matthew Hamilton1,184$244K0.06%013F-HRTimeline
Flagship Private Wealth, LLC1,183$244K0.12%-4213F-HRTimeline
Wealth Watch Advisors, INC1,181$244K0.2%-40413F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,180$244K0.01%-3213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,180$244K0.05%+70013F-HRTimelineGroup
Barnes Wealth Management Group, Inc1,179$243K0.16%+1213F-HRTimeline
Provident Wealth Management, LLC1,176$243K0.08%013F-HRTimeline
CFO4Life Group, LLC1,175$243K0.04%+7513F-HRTimeline
Horrell Capital Management, Inc.1,169$241K0.1%013F-HRTimeline
Rolek Wealth Management LLC1,201$241K0.25%+2113F-HRTimeline
Legacy Financial Strategies, LLC1,166$241K0.05%+7413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK1,165$241K0.04%013F-HR/ATimelineGroup
Atlas Brown,Inc.1,164$240K0.08%013F-HRTimeline
Rialto Wealth Management, LLC1,163$240K0.08%013F-HRTimeline
44 WEALTH MANAGEMENT LLC1,161$240K0.09%013F-HRTimeline
Dash Acquisitions Inc.1,030$240K0.05%013F-HRTimeline
BURNEY CO/1,157$239K0.01%-513F-HRTimeline
LJI Wealth Management, LLC1,157$239K0.05%+2213F-HRTimeline
Grove Street Fiduciary, LLC1,157$239K0.12%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,157$239K0.13%new13F-HRTimeline
MBE Wealth Management, LLC1,156$239K0.11%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,153$238K0.02%013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY1,150$237K0.03%-3013F-HRTimeline
Broadleaf Partners, LLC1,150$237K0.06%-613F-HRTimeline
Lifeworks Advisors, LLC1,149$237K0.04%+25813F-HRTimeline
Castle Rock Wealth Management, LLC1,141$236K0.06%+2413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,144$236K0.02%+6013F-HRTimeline
Walkner Condon Financial Advisors LLC1,144$236K0.05%+7713F-HRTimeline
Intelligence Driven Advisers, LLC1,144$236K0.05%-813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,142$236K0.01%-12413F-HRTimelineGroup
Marshall Financial Group, LLC1,142$236K0.05%013F-HRTimeline
Linscomb Wealth, Inc.1,137$235K0.01%-50113F-HRTimeline
Capital Advisors Wealth Management, LLC1,135$234K0.04%-1313F-HRTimeline
Bremer Bank National Association1,134$234K0.04%new13F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA1,134$234K0.04%-41813F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding1,133$234K0Timeline