Skip to content
Disclosery

XLP SELECT SECTOR SPDR TR

Follow

STATE STREET CON (fund)

1,189 managers (1,200 13F filers) reported a position in XLP shares at 2025-06-30, 169,992,563 shares in all. 99 filers opened a position and 95 filers sold out during the quarter.

Managers
1,189
13F filers
1,200
New
99
Added
456
Reduced
435
Sold out
95
Shares held by filers
169,992,563

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
BAILARD, INC.8,961$726K0.02%+2,48213F-HRTimeline
Avior Wealth Management, LLC8,883$719K0.02%-3,27313F-HRTimeline
4WEALTH ADVISORS, INC.8,882$719K0.75%+13613F-HRTimeline
Per Stirling Capital Management, LLC.8,860$717K0.09%-8,89613F-HRTimeline
Cornerstone Wealth Group, LLC8,858$717K0.05%-89,30613F-HRTimeline
Castleview Partners, LLC8,831$715K0.46%+3,83413F-HRTimeline
Providence Capital Advisors, LLC8,808$713K0.13%+41013F-HRTimeline
Gotham Asset Management, LLC8,799$712K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC8,780$711K0.03%+2413F-HRTimeline
Rehmann Capital Advisory Group8,735$707K0.04%-65113F-HRTimeline
McGuire Investment Group, LLC8,707$705K0.09%+48513F-HRTimeline
SCS Capital Management LLC8,608$697K0.01%-2,35613F-HRTimeline
Phillips Wealth Planners LLC8,516$693K0.63%+27913F-HRTimeline
Financial Advocates Investment Manageme…8,535$691K0.06%-13,67413F-HRTimeline
Bricktown Capital, LLC8,508$689K0.12%013F-HRTimeline
Sequent Planning LLC8,500$688K0.22%+1,79813F-HRTimeline
JFS WEALTH ADVISORS, LLC8,499$688K0.04%-6313F-HRTimeline
Perigon Wealth Management, LLC8,482$687K0.02%-63113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,459$685K0.02%-10913F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co8,434$683K0.01%-34013F-HRTimelineGroup
IBEX WEALTH ADVISORS8,425$682K0.07%new13F-HRTimeline
Nova Wealth Management, Inc.8,367$677K0.5%+1,84213F-HRTimeline
Thomasville National Bank8,352$676K0.05%013F-HRTimeline
BRIGHTON JONES LLC8,310$673K0.02%+12113F-HRTimeline
Valmark Advisers, Inc.8,308$673K0.01%+16113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,255$668K0.01%+2,28313F-HRTimelineGroup
Brown Miller Wealth Management, LLC8,199$664K0.21%new13F-HRTimeline
Measured Risk Portfolios, Inc.8,197$664K0.74%-34513F-HRTimeline
COURIER CAPITAL LLC8,186$663K0.04%-48813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC8,133$659K0.08%+25913F-HRTimeline
One Charles Private Wealth Services, LLC8,131$658K0.18%-3713F-HRTimeline
MKT Advisors LLC8,018$657K0.26%013F-HRTimeline
River Street Advisors LLC8,102$656K0.28%+29213F-HRTimeline
PINNACLE ASSOCIATES LTD8,078$654K0.01%+413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,973$646K0.04%+8213F-HRTimelineGroup
Eagle Strategies LLC7,938$643K0.1%-16813F-HRTimeline
Stegent Equity Advisors, Inc.7,919$641K0.57%new13F-HRTimeline
Wealthspire Advisors, LLC7,910$640K<0.01%-81313F-HRTimeline
Strategic Advisors LLC7,844$635K0.12%-6213F-HRTimeline
MGO ONE SEVEN LLC7,823$633K0.02%-2,21613F-HRTimeline
Gallagher Capital Advisors, LLC7,791$633K0.51%+5213F-HRTimeline
IFP Advisors, Inc7,767$629K0.02%-90613F-HRTimeline
Avidian Wealth Enterprises, LLC7,688$623K0.03%-37713F-HRTimeline
WEDBUSH SECURITIES INC7,653$620K0.02%-99913F-HRTimeline
Vise Technologies, Inc.7,654$620K0.03%13F-HRTimeline
Pinnacle Financial Partners Inc7,607$616K0.01%+1,25013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,592$615K0.04%new13F-HRTimeline
Grantvest Financial Group LLC7,573$613K0.46%-21113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,562$612K0.02%-14113F-HRTimelineGroup
Lynx Investment Advisory7,560$612K0.4%+1,56413F-HRTimeline
Bramshill Investments, LLC7,500$607K0.06%+1,50013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,473$605K0.02%-11213F-HRTimelineGroup
Capital Management Associates, Inc7,466$604K0.19%-4,88413F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL7,453$603K0.01%-44413F-HRTimeline
Realta Investment Advisors7,439$602K0.24%+6,95213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,438$602K0.02%+1,77813F-HRTimelineGroup
Soltis Investment Advisors LLC7,431$602K0.05%-1,52913F-HRTimeline
Jaffetilchin Investment Partners, LLC7,426$601K0.04%+1,20713F-HRTimeline
MANAGED ASSET PORTFOLIOS, LLC7,411$600K0.08%-1,90913F-HRTimeline
Fiduciary Alliance LLC7,398$599K0.04%+4,64113F-HRTimeline
Koshinski Asset Management, Inc.7,386$598K0.05%-3,64513F-HRTimeline
Roberts Wealth Advisors, LLC7,355$596K0.17%+3913F-HRTimeline
Key Client Fiduciary Advisors, LLC7,345$595K0.24%-70813F-HRTimeline
Empirical Asset Management, LLC7,323$593K0.18%+12513F-HRTimeline
CWA Asset Management Group, LLC7,321$593K0.03%+31613F-HRTimeline
North Star Investment Management Corp.7,267$588K0.04%+45313F-HRTimeline
Beacon Financial Advisory LLC7,267$588K0.15%+1513F-HRTimeline
Arete Wealth Advisors, LLC7,170$581K0.04%-1,57013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,174$581K0.04%-4,43313F-HRTimelineGroup
Triumph Capital Management7,149$579K0.17%-42913F-HR/ATimeline
One Capital Management, LLC7,135$578K0.02%-60613F-HRTimeline
Palumbo Wealth Management LLC7,081$573K0.18%-16613F-HRTimeline
Consolidated Portfolio Review Corp7,054$571K0.08%+93413F-HRTimeline
Resolute Wealth Strategies, LLC6,946$562K0.3%new13F-HRTimeline
MBA Advisors LLC6,851$555K0.26%+8613F-HRTimeline
Brendel Financial Advisors LLC6,836$554K0.31%-2,54013F-HRTimeline
Acropolis Investment Management, LLC6,810$551K0.03%-19013F-HRTimeline
Cullen Capital Management, LLC6,792$550K0.01%+1,83813F-HRTimeline
Constitution Capital LLC6,777$549K0.28%+17513F-HRTimeline
APPLETON PARTNERS INC/MA6,725$545K0.04%+2,81713F-HRTimeline
Creekmur Asset Management LLC6,728$545K0.1%+3113F-HRTimeline
ROMANO BROTHERS AND COMPANY6,650$538K0.07%+30013F-HRTimeline
INVESTMENT PARTNERS, LTD.6,641$538K0.2%+20513F-HRTimeline
Shulman DeMeo Asset Management LLC6,571$532K0.13%-713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,515$528K0.02%-1,58913F-HRTimeline
Wealthstar Advisors, LLC6,487$525K0.2%+15713F-HRTimeline
GREAT LAKES ADVISORS, LLC6,484$525K<0.01%-8113F-HRTimeline
CHICAGO TRUST Co NA6,484$525K0.07%-7313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,472$524K0.15%+2113F-HRTimeline
Betterment LLC6,465$523K<0.01%+1,00313F-HRTimeline
WHITTIER TRUST CO6,437$521K0.01%-81713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,437$521K0.23%-8813F-HRTimeline
KG Capital Management6,413$519K0.15%+3613F-HRTimeline
Platform Technology Partners6,380$517K0.13%+4213F-HRTimeline
Allie Family Office LLC6,379$517K0.26%+1013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…6,359$515K<0.01%-693,80513F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd6,346$514K0.02%-6,22513F-HRTimelineGroup
Ring Mountain Capital, LLC6,347$513K0.31%-15713F-HRTimeline
Manhattan West Asset Management, LLC6,271$508K0.12%+65713F-HRTimeline
Brookwood Investment Group LLC6,271$508K0.08%new13F-HRTimeline
Ally Invest Advisors Inc.6,235$505K0.04%+14513F-HRTimeline
YHB Investment Advisors, Inc.6,229$504K0.04%new13F-HRTimeline
Watts Gwilliam & Co., LLC6,228$495K0.08%-66913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,110$495K<0.01%new13F-HRTimelineGroup
Agate Pass Investment Management, LLC6,051$490K0.2%+92513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,007$486K0.01%-35913F-HRTimelineGroup
Global Financial Private Client, LLC5,996$485K0.18%+1,90513F-HRTimeline
VCI Wealth Management LLC5,981$484K0.17%+39813F-HRTimeline
Sherman Asset Management, Inc.5,971$483K0.43%013F-HRTimeline
Legacies Wealth LLC5,882$476K0.32%013F-HRTimeline
MMA ASSET MANAGEMENT LLC5,832$472K0.18%-28713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,813$471K0.01%013F-HRTimelineGroup
Strategic Financial Concepts, LLC5,800$470K0.07%-3,81013F-HRTimeline
ORSER CAPITAL MANAGEMENT, LLC2,160$469K0.33%013F-HRTimeline
Elm Partners Management LLC5,784$468K0.02%new13F-HR/ATimeline
W.G. Shaheen & Associates DBA Whitney &…5,773$467K0.05%-1113F-HRTimeline
Axecap Investments, LLC5,757$466K0.3%-2,62313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,633$465K0.15%+3313F-HRTimeline
Leo Wealth, LLC5,744$465K0.04%+1,59213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,734$464K0.08%new13F-HRTimeline
Interchange Capital Partners, LLC5,713$463K0.11%+2,47713F-HR/ATimeline
Florida Trust Wealth Management Co5,703$462K0.01%013F-HRTimeline
SWMG, LLC5,683$458K0.15%-1,96813F-HRTimeline
THOMPSON DAVIS & CO., INC.5,584$452K0.31%+43113F-HR/ATimeline
Pacific Sun Financial Corp5,575$451K0.24%-10013F-HRTimeline
D.B. Root & Company, LLC5,520$447K0.13%+80413F-HRTimeline
BNP PARIBASin group BNP PARIBAS5,491$445K0.01%+7713F-HRTimelineGroup
Rothschild Wealth LLC5,481$444K0.11%-5713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,441$441K0.01%-87513F-HRTimeline
Spinnaker Investment Group, LLC5,425$439K0.1%+20013F-HRTimeline
Northstar Financial Companies, Inc.5,424$439K0.46%+54013F-HRTimeline
GSA CAPITAL PARTNERS LLP5,412$438K0.03%+2,34113F-HRTimeline
MSH Capital Advisors LLC5,384$436K0.13%-14213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,366$434K0.04%-17,52613F-HRTimelineGroup
LongView Wealth Management5,322$431K0.13%+813F-HRTimeline
INGALLS & SNYDER LLC5,313$430K0.02%-26513F-HRTimeline
Peoples Bank/KS5,298$429K0.29%-1,10013F-HRTimeline
First National Trust Co5,280$428K0.02%-13413F-HRTimeline
Costello Asset Management, INC5,271$427K0.16%-44613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,263$426K0.06%new13F-HRTimelineGroup
SHUFRO ROSE & CO LLC5,185$423K0.03%013F-HRTimeline
Quadcap Wealth Management, LLC5,207$422K0.05%013F-HRTimeline
Rockingstone Advisors LLC5,196$421K0.22%-32513F-HRTimeline
Whitener Capital Management, Inc.5,190$420K0.11%-11413F-HRTimeline
Financial Partners Group, Inc5,178$419K0.06%+78213F-HRTimeline
Keel Point, LLC5,167$418K0.03%-6913F-HRTimeline
Glen Eagle Advisors, LLC5,164$418K0.06%-4013F-HRTimeline
Matthew Goff Investment Advisor, LLC5,157$418K0.08%+1,53813F-HRTimeline
Buck Wealth Strategies, LLC5,130$415K0.06%+1,50913F-HRTimeline
Kagan Cocozza Asset Management5,110$414K0.32%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,083$412K0.05%+4313F-HRTimeline
Global View Capital Management LLC5,031$407K0.13%-29,57813F-HRTimeline
Snowden Capital Advisors LLC5,011$406K0.01%-5213F-HRTimeline
USA FINANCIAL FORMULAS4,969$402K0.07%+38013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,954$401K0.05%+20913F-HRTimeline
Concentric Capital Strategies, LP4,937$400K0.02%-59,27813F-HRTimeline
Rollins Financial Advisors, LLC4,913$398K0.06%new13F-HRTimeline
CAPITAL ADVISORS INC/OK4,884$395K0.01%013F-HRTimeline
TRUST POINT INC.4,877$395K0.04%013F-HRTimeline
SL ADVISORS, LLC4,853$393K0.71%+213F-HR/ATimeline
Composition Wealth, LLC4,817$390K0.01%+7613F-HRTimeline
JB Capital LLC4,816$390K0.02%-35913F-HRTimeline
CGN Advisors LLC4,794$388K0.03%-17013F-HRTimeline
Quantessence Capital LLC4,785$387K0.11%-6,47113F-HRTimeline
Chicago Partners Investment Group LLC4,693$383K0.01%-96013F-HRTimeline
SMITH, MOORE & CO.4,719$382K0.03%+17813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,716$382K0.05%013F-HRTimeline
First Citizens Financial Corp4,675$379K0.21%new13F-HRTimeline
Quadrant Private Wealth Management, LLC4,655$377K0.08%+1513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,641$376K0.02%-2813F-HRTimelineGroup
Independent Advisor Alliance4,582$371K0.01%+63213F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.4,573$370K0.25%+2313F-HRTimeline
SOA Wealth Advisors, LLC.4,563$369K0.07%+2913F-HRTimeline
Accel Wealth Management4,546$368K0.12%+3413F-HRTimeline
RWA WEALTH PARTNERS, LLC4,500$364K<0.01%013F-HRTimeline
First Nebraska Trust Co4,459$361K0.03%013F-HRTimeline
Certified Advisory Corp4,431$359K0.04%-3013F-HRTimeline
Argent Trust Co4,417$358K0.01%013F-HRTimeline
Peak Retirement Planning, Inc.4,377$354K0.14%-67,61113F-HRTimeline
Smith Salley Wealth Management4,357$353K0.02%+44113F-HRTimeline
Milestones Private Investment Advisors …4,328$350K0.26%13F-HRTimeline
POTENTIA WEALTH4,307$349K0.2%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC4,285$347K0.14%-2,58113F-HRTimeline
Purkiss Capital Advisors LLC4,236$343K0.19%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO4,232$343K0.01%+1,55313F-HRTimeline
HERBST GROUP, LLC4,205$340K0.2%+46613F-HRTimeline
ARRIEN INVESTMENTS, INC.4,185$339K0.21%-42913F-HRTimeline
Blue Trust, Inc.4,179$338K<0.01%+2,81913F-HRTimeline
Iyo Bank, Ltd.4,173$338K0.14%-8,32013F-HRTimeline
WEALTH EFFECTS LLC4,171$338K0.13%-3,17613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,149$336K0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,132$335K0.07%013F-HRTimeline
Institute for Wealth Management, LLC.4,060$329K0.04%new13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,053$328K0.06%013F-HR/ATimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA4,030$326K0.17%-10013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC4,000$324K0.31%-4,58513F-HRTimeline
LFA - Lugano Financial Advisors SA4,000$324K0.19%013F-HRTimeline
GWN SECURITIES INC.3,996$324K0.06%-38,82813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd4,005$323K0.02%+1,83013F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC3,984$323K0.17%013F-HRTimeline