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Disclosery

XLK SELECT SECTOR SPDR TR

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SHS (fund)

Filings received so far for Q3 2026: 158 13F filers report a position in XLK shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CoreCap Advisors, LLC582,566$114M3.28%-31,42213F-HRTimeline
Galvin, Gaustad & Stein, LLC433,849$84.9M6.41%-89,79813F-HRTimeline
Ayalon Insurance Comp Ltd.361,745$70.8M5.88%+19,56813F-HRTimeline
KWMG, LLC308,224$60.3M4.35%+4,88113F-HRTimeline
Farther Finance Advisors, LLC201,570$39.5M0.28%-2,93013F-HRTimeline
Biltmore Wealth Management, LLC199,868$39.1M12.12%-8,87213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP118,232$23.1M1.63%-3,36213F-HRTimelineGroup
Venture Visionary Partners LLC117,744$23M0.6%+1,70913F-HRTimeline
CX Institutional114,481$22.4M0.61%-5,73113F-HRTimeline
ROCKLAND TRUST CO110,293$21.6M0.83%-4,23213F-HRTimeline
Attessa Capital LLC97,444$19.1M8.18%+5,23913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP96,910$19M1.89%+76313F-HRTimeline
Global Wealth Strategies & Associates90,045$17.6M3.23%+13,74613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC86,878$17M0.2%-47413F-HRTimeline
Avior Wealth Management, LLC73,438$14.4M0.38%+9,76213F-HRTimeline
Insight Wealth Strategies, LLC66,724$13.1M1.29%-5,82113F-HRTimeline
Capital Planning LLC58,170$11.4M3.03%-2,05313F-HRTimeline
Boltwood Capital Management55,992$11M2.47%+18513F-HRTimeline
Trust Co53,874$10.5M0.92%-7,15113F-HRTimeline
Aventus Investment Advisors, Inc.50,691$9.92M7.25%-32413F-HRTimeline
Valeo Financial Advisors, LLC49,656$9.72M0.21%+1,65213F-HRTimeline
TrueWealth Advisors, LLC48,961$9.58M2.15%+44,16213F-HRTimeline
Legacy Private Trust Co.45,826$8.97M0.5%-24513F-HRTimeline
Financial Enhancement Group LLC42,614$8.58M0.99%+1,84913F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.39,720$7.78M3.58%+38,60413F-HR/ATimeline
Cadent Capital Advisors, LLC36,069$7.06M1.51%+61813F-HRTimeline
Shulman DeMeo Asset Management LLC35,006$7.03M1.39%-4913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC35,886$7.02M1.65%-2,00113F-HRTimeline
Lake Hills Wealth Management, LLC35,774$7M3.22%-12,90913F-HRTimeline
First Heartland Consultants, Inc.35,590$6.97M0.46%-6113F-HRTimeline
Tactive Advisors, LLC35,580$6.96M1.67%+12,40413F-HRTimeline
KFA Private Wealth Group, LLC34,582$6.77M1.59%-67413F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION32,893$6.44M0.46%-32213F-HRTimeline
Successful Portfolios LLC31,980$6.42M2.96%-76713F-HRTimeline
Wedmont Private Capital29,204$5.78M0.14%+4,75113F-HRTimeline
David J Yvars Group28,422$5.56M2.56%-7013F-HRTimeline
Vilga Financial Planning LLC26,743$5.23M3.12%+1,12313F-HRTimeline
Acropolis Investment Management, LLC26,306$5.15M0.21%-6013F-HRTimeline
RVW Wealth, LLC25,195$4.93M0.32%+3513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV25,026$4.9M0.55%-7,35813F-HRTimeline
Kessler Investment Group, LLC22,833$4.47M2.16%+11,40013F-HRTimeline
First Citizens Financial Corp22,287$4.36M1.83%+86513F-HRTimeline
Heartwood Wealth Advisors LLC21,147$4.14M0.33%-1513F-HRTimeline
Apella Capital, LLC20,164$4.06M0.05%+62213F-HRTimeline
jvl associates llc18,971$3.71M1.07%+113F-HRTimeline
Box Hill Private Wealth LLC17,368$3.4M2.47%+72013F-HRTimeline
Retireful, LLC16,139$3.16M2.72%new13F-HRTimeline
EASTERN BANK15,912$3.11M0.05%-72913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC15,602$3.05M0.89%013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV14,372$2.81M1.99%+1,25913F-HRTimeline
Kaizen Financial Strategies13,980$2.74M1.08%-21513F-HRTimeline
Bank of New Hampshire13,450$2.63M0.57%013F-HRTimeline
Avidian Wealth Enterprises, LLC13,154$2.57M0.07%-1,06513F-HRTimeline
YHB Investment Advisors, Inc.12,841$2.51M0.16%+2,38513F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.12,729$2.49M0.41%-3,84413F-HRTimeline
Pathway Financial Advisors LLC11,177$2.19M0.24%-2513F-HRTimeline
M.E. ALLISON & CO., INC.10,810$2.12M1.19%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB10,483$2.05M0.05%-3413F-HRTimeline
GAMMA Investing LLC10,468$2.05M0.07%+32813F-HRTimeline
Peoples Bank/KS9,977$1.95M1.9%-40513F-HRTimeline
Sherry Group, Inc.9,277$1.82M1.7%+10513F-HRTimeline
SAPIENT CAPITAL LLC7,770$1.52M0.02%+25213F-HRTimeline
Kaydan Wealth Management, Inc.7,135$1.4M0.48%-1,45013F-HRTimeline
Breakwater Capital Group7,035$1.38M0.16%+14913F-HRTimeline
FIRST COMMUNITY TRUST NA7,020$1.37M0.46%013F-HRTimeline
Dale Q Rice Investment Management Ltd6,507$1.27M0.69%-1413F-HRTimeline
Bangor Savings Bank6,483$1.27M0.1%+12213F-HRTimeline
Sound Income Strategies, LLC6,393$1.26M0.06%-18913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC6,068$1.2M0.81%-20,85313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,920$1.16M0.31%+21813F-HRTimeline
Emergent Wealth Advisors, LLC5,867$1.15M0.6%-22,72113F-HRTimeline
Wealth Group Ltd5,666$1.13M0.21%+39213F-HRTimeline
City Center Advisors, LLC5,781$1.13M0.87%+22313F-HRTimeline
Integrated Financial Solutions, Inc.5,722$1.12M0.57%+313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,566$1.09M0.07%+56313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.5,342$1.05M0.71%-4913F-HRTimeline
Investment Partners Asset Management, I…5,231$1.02M0.56%+1613F-HRTimeline
Byrne Asset Management LLC5,076$1M0.56%-3913F-HRTimeline
NorthCrest Asset Manangement, LLC4,975$984K0.02%+1,51913F-HRTimeline
Nautilus Advisors LLC5,021$983K0.59%-46913F-HRTimeline
WOODSTOCK CORP5,000$979K0.08%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,726$925K0.01%+26613F-HRTimelineGroup
Taylor & Morgan Wealth Management, LLC4,538$888K0.43%-10313F-HRTimeline
Balefire, LLC4,509$883K0.14%-33913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC4,319$845K0.22%+12613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,097$802K0.05%+87813F-HRTimelineGroup
Grove Bank & Trust3,752$734K0.07%013F-HRTimeline
JGP Wealth Management, LLC3,708$726K0.06%-1213F-HRTimeline
Private Capital Advisors, Inc.3,626$710K0.06%013F-HRTimeline
Roan Capital Partners3,486$682K0.5%013F-HRTimeline
Buska Wealth Management, LLC3,476$680K0.23%-47913F-HRTimeline
Decker Wealth Management LLC3,470$679K0.14%013F-HRTimeline
Mirador Capital Partners LP3,422$670K0.08%-44513F-HRTimeline
Trinity Financial Advisors LLC3,412$668K0.17%013F-HRTimeline
Ridgewood Investments LLC3,330$652K0.24%-94813F-HRTimeline
CHAPIN DAVIS, INC.3,320$650K0.12%+21913F-HRTimeline
Stonebridge Financial Group, LLC3,247$636K0.05%-151,37513F-HRTimeline
Williams & Novak Wealth Management, LLC3,170$621K0.37%-1,05713F-HRTimeline
Castle Rock Wealth Management, LLC3,054$617K0.12%+7913F-HRTimeline
Everhart Financial Group, Inc.2,986$585K0.04%+19113F-HRTimeline
RTD Financial Advisors, Inc.2,862$560K0.06%-14113F-HRTimeline
Green Ridge Wealth Planning LLC2,796$547K0.22%-31713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,619$523K0.08%+6013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,553$500K0.06%013F-HRTimeline
Intelligence Driven Advisers, LLC2,520$493K0.09%-5013F-HRTimeline
Cooper Financial Group2,410$472K0.04%+2013F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,358$462K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton2,334$457K0.08%013F-HRTimeline
Capital Advisors Wealth Management, LLC2,326$455K0.05%+313F-HRTimeline
Plan A Wealth LLC2,318$454K0.16%013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,288$448K0.09%013F-HRTimeline
Atlas Brown,Inc.2,221$435K0.11%013F-HRTimeline
Bullock Wealth Management Group2,180$431K0.18%+113F-HRTimeline
Investors Research Corp2,185$428K0.08%+31813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,156$422K0.05%013F-HRTimelineGroup
Horrell Capital Management, Inc.2,146$420K0.22%-4213F-HRTimeline
Wisconsin Wealth Advisors, LLC2,034$398K0.33%013F-HRTimeline
Weaver Consulting Group2,022$396K0.08%013F-HRTimeline
Ledgewood Wealth Advisors, LLC2,000$392K0.22%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,860$372K0.11%013F-HRTimeline
PARK NATIONAL CORP /OH/1,716$336K0.01%013F-HRTimeline
NEVILLE RODIE & SHAW INC1,706$334K0.02%013F-HRTimeline
DAVIDSON TRUST CO1,672$327K0.13%013F-HRTimeline
STABLEFORD CAPITAL II LLC1,665$326K0.11%-34413F-HRTimeline
Shira Ridge Wealth Management1,652$323K0.11%013F-HRTimeline
Olistico Wealth, LLC1,642$321K0.13%-9313F-HRTimeline
Parrish Capital LLC1,556$305K0.3%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,532$300K0.05%013F-HRTimeline
TLWM1,518$297K0.05%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,516$297K0.03%-2513F-HRTimeline
Post Resch Tallon Group Inc.1,492$292K0.2%013F-HRTimeline
Financial Symmetry Inc1,468$287K0.09%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…1,370$268K0.02%013F-HRTimelineGroup
Davis Capital Management1,326$260K0.16%-3313F-HRTimeline
LWM ADVISORS INC1,320$258K0.19%+113F-HRTimeline
Hamilton Capital, LLC1,293$253K0.01%new13F-HRTimeline
Fermata Advisors, LLC1,216$238K0.05%+113F-HRTimeline
Marquette Asset Management, LLC1,196$234K0.03%013F-HRTimeline
Gainplan LLC1,155$226K0.09%+8813F-HRTimeline
Versant Capital Management, Inc1,154$226K0.02%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management1,080$211K0.11%013F-HRTimeline
JACOBS & CO/CA1,048$205K0.02%new13F-HRTimeline
Hummer Financial Advisory Services Inc1,040$204K0.13%new13F-HRTimeline
Pacifica Partners Inc.940$186K0.06%013F-HRTimeline
Roxbury Financial LLC847$166K0.13%+113F-HRTimeline
Coastline Trust Co610$119K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GK Wealth Management LLC518$101K0.06%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC346$67.7K0.02%013F-HRTimeline
STEPH & CO282$55.2K0.01%013F-HRTimeline
Go Invest LLC152$29.7K0.01%+213F-HRTimeline
Wealth Enhancement Trust Services, Inc.68$13.3K<0.01%new13F-HRTimeline
Polaris Financial Partners24$5K<0.01%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC24$4.7K<0.01%new13F-HRTimeline
GoalVest Advisory LLC24$4.7K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division24$4.7K<0.01%-213F-HRTimeline
Hickory Point Bank & Trust20$3.92K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC20$3.92K<0.01%-10613F-HRTimeline
ATWOOD & PALMER INC16$3.13K<0.01%013F-HRTimeline