Skip to content
Disclosery

XLF SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,873 managers (1,903 13F filers) reported a position in XLF shares at 2026-06-30, 737,825,389 shares in all. 151 filers opened a position and 102 filers sold out during the quarter.

Managers
1,873
13F filers
1,903
New
151
Added
688
Reduced
709
Sold out
102
Shares held by filers
737,825,389

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
JMAC ENTERPRISES LLC233,655$12.5M2.11%+47,28413F-HRTimeline
OLD NATIONAL BANCORP /IN/233,016$12.5M0.25%-63,25513F-HRTimeline
Volterra Technologies LP228,561$12.3M7.88%+193,59113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.226,025$12.1M0.96%+7,25713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP225,984$12.1M1.18%+1,38113F-HRTimeline
Bellwether Advisors, LLC224,737$12M1.78%-414,80613F-HRTimeline
Prospera Financial Services Inc224,659$12M0.17%+17,36213F-HRTimeline
Compass Wealth Management, LLC/GA223,162$12M4.77%+5,31913F-HRTimeline
Coastal Bridge Advisors, LLC219,427$11.8M0.73%+9,75713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding218,843$11.7M+5,801Timeline
AlphaCore Capital LLC218,229$11.7M0.22%-3,31613F-HRTimeline
Busey Bank209,266$11.2M0.27%-3,75113F-HRTimeline
Robertson Stephens Wealth Management, L…208,672$11.2M0.28%-18,39913F-HRTimeline
Prosperity Consulting Group, LLC207,081$11.1M0.42%-20,39313F-HRTimeline
Sequoia Financial Advisors, LLC203,162$10.9M0.05%-27,51513F-HRTimeline
Waverly Advisors, LLC202,990$10.9M0.06%+51,77913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC201,961$10.8M0.55%+36,18713F-HRTimeline
Sowell Financial Services LLC200,394$10.7M0.35%+95,27013F-HRTimeline
3EDGE Asset Management, LP200,331$10.7M0.48%+72,73713F-HRTimeline
Yarbrough Capital, LLC200,000$10.7M0.32%013F-HRTimeline
Independence Wealth Advisors, LLC198,303$10.6M5.33%+92,77513F-HRTimeline
Ashton Thomas Private Wealth, LLC198,035$10.6M0.22%+75,73113F-HRTimeline
Cresset Asset Management, LLC197,463$10.6M0.04%-13113F-HRTimeline
Horizon Investments, LLC197,349$10.6M0.12%-124,61313F-HRTimeline
Orange Investment Advisors, Inc.196,199$10.5M1.28%+10313F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV195,580$10.5M5.89%+10,06013F-HRTimeline
RFG Advisory, LLC193,160$10.4M0.16%+67,09713F-HRTimeline
Crescent Grove Advisors, LLC191,158$10.2M0.87%-81213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.188,226$10.1M1.1%+3,77013F-HR/ATimeline
Everest Financial Group LLC187,983$10.1M1.36%-3,69813F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL187,798$10.1M0.2%-1,84313F-HRTimeline
NTV Asset Management LLC186,462$10M0.98%-3,08513F-HRTimeline
Vise Technologies, Inc.184,841$9.91M0.11%+161,20213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC184,275$9.88M0.09%+84,13713F-HRTimelineGroup
NorthRock Partners, LLC181,948$9.75M0.14%-48,92513F-HRTimeline
Premier Path Wealth Partners, LLC181,290$9.72M1.12%-14,80713F-HRTimeline
Essex LLC178,519$9.57M1.45%+5,99713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding178,317$9.56M+4,494Timeline
HARBOUR INVESTMENTS, INC.177,724$9.53M0.13%+11,69513F-HRTimeline
FORONJY FINANCIAL LLC177,484$9.51M3.5%+2,42913F-HRTimeline
WASHINGTON TRUST Co176,841$9.48M0.29%+1,99313F-HRTimeline
Western Wealth Management, LLC174,997$9.38M0.31%+7,72613F-HRTimeline
Arax Advisory Partners173,520$9.3M0.06%+157,75813F-HRTimeline
ACT WEALTH MANAGEMENT, LLC172,599$9.25M2.72%+8,65713F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC172,489$9.25M5.13%+7013F-HRTimeline
Estate Counselors, LLC172,350$9.24M0.79%new13F-HRTimeline
Foguth Wealth Management, LLC.164,101$9.2M1.05%+32,18113F-HRTimeline
Zuckerman Investment Group, LLC167,168$8.96M0.76%-1,95713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE166,100$8.9M0.01%new13F-HR/ATimelineGroup
McKinley Carter Wealth Services, Inc.166,038$8.9M0.46%-7,65913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC165,841$8.89M0.36%-42,22013F-HRTimeline
Beacon Pointe Advisors, LLC165,730$8.88M0.04%+8,25113F-HRTimeline
SummitTX Capital, L.P.165,512$8.87M0.23%-126,74513F-HRTimeline
Arkadios Wealth Advisors165,472$8.87M0.14%-17,56013F-HRTimeline
Advisory Services Network, LLC163,714$8.78M0.1%+11,49613F-HRTimeline
Venture Visionary Partners LLC163,094$8.74M0.24%+8,59313F-HRTimeline
INNEALTA CAPITAL, LLC162,938$8.74M4.66%+18,82513F-HRTimeline
McAlister, Sweet & Associates, Inc.160,155$8.59M4.59%+5,38813F-HRTimeline
Sharper & Granite LLC159,643$8.56M2.65%+5,70213F-HRTimeline
McCollum Christoferson Group LLC169,818$8.45M2.48%-9,93513F-HRTimeline
Simplicity Wealth,LLC157,489$8.44M0.28%+87,98313F-HRTimeline
SCOTIA CAPITAL INC.155,528$8.34M0.03%-127,06913F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC154,675$8.29M0.59%-77313F-HRTimeline
THOR TRADING ADVISORS, LLC153,709$8.24M2.59%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)153,200$8.21M0.07%-57513F-HRTimelineGroup
Foundations Investment Advisors, LLC152,979$8.2M0.08%-78,37013F-HRTimeline
Polymer Capital Management (HK) LTD152,781$8.19M0.83%+83,48613F-HRTimeline
Snowden Capital Advisors LLC152,713$8.19M0.19%-37,44713F-HRTimeline
GeoWealth Management, LLC151,817$8.14M0.26%+23,36113F-HRTimeline
J.W. COLE ADVISORS, INC.151,100$8.1M0.14%+6,05913F-HRTimeline
AMG National Trust Bank150,541$8.07M0.17%-60,49713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding148,307$7.95M+2,260Timeline
111 Capital148,268$7.95M1.37%+67,72513F-HRTimeline
Ausdal Financial Partners, Inc.147,595$7.91M0.31%+32,73313F-HRTimeline
Bonfire Financial147,171$7.89M5.07%+5,64513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC146,510$7.85M0.01%-2,569,80013F-HRTimeline
Royal Fund Management, LLC146,491$7.85M0.66%+4,15213F-HRTimeline
CHEMUNG CANAL TRUST CO145,962$7.83M1.45%+36,25513F-HRTimeline
J. Goldman & Co LP143,886$7.71M0.27%-418,02113F-HRTimeline
5th Street Advisors, LLC143,561$7.7M2.98%-1,77113F-HRTimeline
DRW Securities, LLC143,000$7.67M0.46%new13F-HRTimeline
Intrua Financial, LLC142,995$7.67M0.73%+43,15613F-HRTimeline
SageGuard Financial Group, LLC142,808$7.66M1.08%-25,43313F-HRTimeline
Sierra Capital LLC142,127$7.62M0.74%-14,61813F-HRTimeline
Aventus Investment Advisors, Inc.141,340$7.58M5.55%+16,63713F-HRTimeline
Gladstone Institutional Advisory LLC140,442$7.53M0.24%-25,34413F-HRTimeline
TD Waterhouse Canada Inc.136,357$7.47M0.02%-12,95813F-HRTimeline
OneDigital Investment Advisors LLC138,093$7.4M0.06%+34,48813F-HRTimeline
Matthew Goff Investment Advisor, LLC137,447$7.37M1.24%-74813F-HRTimeline
CoreCap Advisors, LLC136,009$7.29M0.22%-125,96913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC132,816$7.12M0.13%-31,16513F-HRTimeline
Summit Financial, LLC131,926$7.07M0.08%-4,66313F-HRTimeline
TCV Trust & Wealth Management, Inc.131,493$7.05M0.53%+6,17713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …128,557$7.04M0.01%+27,35613F-HRTimelineGroup
Stockman Wealth Management, Inc.130,794$7.01M0.72%+7,45213F-HRTimeline
HOWE & RUSLING INC130,730$7.01M0.41%+14,28013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC130,050$6.97M0.09%+24413F-HRTimeline
BAILARD, INC.130,020$6.97M0.14%+213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK129,771$6.96M0.03%-14,18013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…129,410$6.94M0.08%+5,73413F-HRTimelineGroup
Navigation Group, LLC128,963$6.91M1.34%-1,33413F-HRTimeline
World Investment Advisors133,664$6.91M0.11%-10,64013F-HRTimeline
Game Plan Financial Advisors, LLC128,614$6.89M2.56%+1,37313F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…128,571$6.89M0.05%+46,66713F-HRTimelineGroup
Institute for Wealth Management, LLC.127,887$6.86M0.61%+1,86513F-HRTimeline
Advisory Resource Group127,199$6.82M1.03%+10,08913F-HRTimeline
Ellis Investment Partners, LLC126,134$6.76M1.02%+5,97513F-HRTimeline
Cooksen Wealth, LLC126,031$6.76M4.26%+7,36613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.125,789$6.74M0.06%-17,60213F-HRTimelineGroup
Granite Harbor Advisors, Inc.124,811$6.69M2.65%+42413F-HRTimeline
IFG Advisory, LLC124,694$6.68M0.23%new13F-HRTimeline
Regal Investment Advisors LLC123,766$6.64M0.34%+6,82513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP122,525$6.57M<0.01%-1,07913F-HRTimelineGroup
Kovack Advisors, Inc.120,299$6.53M0.31%-7,80613F-HRTimeline
Cannon Advisors, Inc.113,111$6.35M3.87%new13F-HRTimeline
Prestige Wealth Management Group LLC116,693$6.26M1.14%+40213F-HRTimeline
STATE STREET CORPin group STATE STREET CORP116,246$6.23M<0.01%-1,078,07713F-HR/ATimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.115,185$6.18M0.04%-233,74813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp114,439$6.14M<0.01%+5213F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp114,093$6.12M0.1%-2,26713F-HRTimelineGroup
FIRST MERCHANTS CORP113,750$6.1M0.21%+70613F-HRTimeline
Y-Intercept (Hong Kong) Ltd113,556$6.09M0.12%+80,61513F-HRTimeline
Dorsey & Whitney Trust CO LLC112,963$6.06M0.3%-9,72213F-HRTimeline
Fisher Asset Management, LLC112,908$6.05M<0.01%+2,16113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC112,361$6.02M0.01%-2,23413F-HRTimelineGroup
Clarus Wealth Advisors108,823$5.98M2.31%+9,46813F-HRTimeline
HB Wealth Management, LLC111,366$5.97M0.03%-4,16713F-HRTimeline
D.A. DAVIDSON & CO.110,766$5.94M0.03%-10,12113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding110,012$5.9M+46,769Timeline
Geneos Wealth Management Inc.109,367$5.86M0.12%+48,31513F-HRTimeline
Laurel Wealth Advisors LLC109,209$5.85M0.57%-43413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC108,672$5.83M0.01%+5,88013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC108,105$5.8M2.22%+14,68913F-HRTimeline
Sigma Planning Corp107,937$5.79M0.15%-39,56613F-HRTimeline
Nelson Capital Management, LLC107,249$5.75M0.63%+4,42313F-HRTimeline
MGO ONE SEVEN LLC106,656$5.72M0.09%-93,61313F-HRTimeline
Better Way Financial, LLC106,623$5.72M4.84%13F-HRTimeline
BURNS J W & CO INC/NY106,204$5.69M0.59%-4,92413F-HRTimeline
Massachusetts Wealth Management106,162$5.69M2.17%+1,78813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding105,923$5.68M+32,912Timeline
Clearstead Advisors, LLC105,290$5.64M0.05%+8,31913F-HRTimeline
Zullo Investment Group, Inc.104,731$5.61M1.92%-2,41313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…103,572$5.55M0.03%-1,12813F-HRTimelineGroup
Mechanics Bank Trust Department103,193$5.53M0.68%-3,35713F-HRTimeline
MIRAMONTES CAPITAL, LLC102,189$5.48M1.71%+5,26913F-HRTimeline
Mutual Advisors, LLC102,107$5.47M0.1%-25,80913F-HRTimeline
Simmons Bankin group Simmons Bank101,514$5.44M0.31%-1,63613F-HRTimelineGroup
Archford Capital Strategies, LLC100,927$5.41M0.55%-1,72713F-HRTimeline
LightSquare Wealth Management, LLC99,827$5.35M3.69%-7,26213F-HRTimeline
MARTIN & CO INC /TN/99,721$5.35M0.84%-29113F-HRTimeline
CENTRAL TRUST Co99,674$5.34M0.1%-83413F-HRTimeline
Fourth Dimension Wealth, LLC98,991$5.31M1.68%+2,21213F-HRTimeline
Lumbard & Kellner, LLC98,982$5.31M1.61%+29813F-HRTimeline
Pallas Capital Advisors LLC98,549$5.28M0.16%+2,38613F-HRTimeline
Midwest Trust Co98,517$5.28M0.06%-57213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC98,010$5.25M0.06%+15,36713F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC97,941$5.25M4.62%new13F-HRTimeline
Algorithmic Investment Models, LLC97,770$5.24M6.07%new13F-HRTimeline
Wealthspire Advisors, LLC97,277$5.22M0.03%+35,54413F-HRTimeline
Venturi Wealth Management, LLC96,585$5.18M0.2%-7,40313F-HRTimeline
TUDOR INVESTMENT CORP ET AL95,587$5.12M0.02%-328,57913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…95,375$5.11M0.14%-20113F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …95,065$5.1M0.6%+7613F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP93,802$5.03M4.3%+17,68113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.93,237$5.02M0.01%+92013F-HRTimelineGroup
University of Illinois Foundation93,000$4.99M0.89%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.92,916$4.98M0.05%-3,73713F-HRTimelineGroup
CHANNEL WEALTH LLC92,066$4.94M1.11%-21,92113F-HRTimeline
Relyea Zuckerberg Hanson LLC91,576$4.91M0.41%+64,00013F-HR/ATimeline
MORTON COMMUNITY BANK91,299$4.89M1%-2,45113F-HRTimeline
Joseph P. Lucia & Associates, LLC90,938$4.88M1.47%+8,92313F-HRTimeline
Arch Global Advisors, LLC89,851$4.82M2.13%-26013F-HRTimeline
Twin Tree Management, LP89,818$4.82M0.75%new13F-HRTimeline
CITY HOLDING CO89,479$4.8M0.54%-83913F-HRTimeline
10Elms LLP89,034$4.77M2.02%+23,55813F-HRTimeline
Perigon Wealth Management, LLC88,598$4.75M0.08%-1,88913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.85,451$4.75M2.01%+1,36113F-HRTimeline
Focus Financial Network, Inc.88,357$4.74M0.15%-1,87213F-HRTimeline
Keystone Financial Group87,798$4.71M0.28%-20,37713F-HRTimeline
SYKON CAPITAL LLC87,574$4.69M1.45%+81,96013F-HRTimeline
Federation des caisses Desjardins du Qu…87,352$4.68M0.01%+15,82013F-HRTimeline
Allworth Financial LP86,744$4.65M0.02%-3,55213F-HRTimeline
Comprehensive Wealth Management, LLC86,699$4.65M2.12%-8,74013F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…86,334$4.63M2.79%13F-HRTimelineGroup
Edgestream Partners, L.P.86,301$4.63M0.14%+51,04513F-HRTimeline
LEUTHOLD GROUP, LLC85,223$4.57M0.46%-38,38913F-HRTimeline
Larson Financial Group LLC85,149$4.56M0.12%+16,99713F-HRTimeline
Granite Bay Wealth Management, LLC85,103$4.56M0.42%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp84,362$4.52M0.01%-92113F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION83,663$4.49M0.32%+5,29513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC83,551$4.48M0.07%+15,55213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding78,698$4.48M+25,710Timeline
ACIMA PRIVATE WEALTH, LLC82,253$4.41M1.28%013F-HRTimeline
Visionary Wealth Advisors82,078$4.4M0.17%+21,48813F-HRTimeline
Westside Investment Management, Inc.81,766$4.38M0.58%+46713F-HRTimeline
Rye Brook Capital LLC81,720$4.38M3.07%new13F-HRTimeline
Integrated Advisors Network LLC80,232$4.3M0.2%-18,47913F-HRTimeline
Everstar Asset Management, LLC80,001$4.29M2.07%+31,12513F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…80,000$4.29M0.01%-1,120,00013F-HRTimeline
Global Retirement Partners, LLC79,897$4.28M0.07%13F-HRTimeline