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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,781 managers (1,800 13F filers) reported a position in XLF shares at 2025-03-31, 780,929,864 shares in all. 149 filers opened a position and 106 filers sold out during the quarter.

Managers
1,781
13F filers
1,800
New
149
Added
761
Reduced
614
Sold out
106
Shares held by filers
780,929,864

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
Salomon & Ludwin, LLC249,770$12.4M1.33%+10,49313F-HRTimeline
Merit Financial Group, LLC249,290$12.4M0.19%-72,92313F-HRTimeline
Prosperity Consulting Group, LLC249,070$12.4M0.96%+11,81213F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC249,058$12.4M0.09%-5,53313F-HRTimelineGroup
Systematic Alpha Investments, LLC248,410$12.4M0.47%013F-HRTimeline
Onyx Bridge Wealth Group LLC239,343$11.9M1.71%+176,55913F-HRTimeline
Fullerton Fund Management Co Ltd.238,742$11.9M0.76%-370,04913F-HRTimeline
Long Run Wealth Advisors, LLC236,953$11.8M2.68%+40,56713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC236,710$11.8M0.02%+230,91013F-HRTimeline
Proquility Private Wealth Partners, LLC233,471$11.6M3.58%+53,16513F-HRTimeline
Financial Enhancement Group LLC246,519$11.6M1.82%-11,61613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC231,038$11.5M1.1%+14,30513F-HRTimelineGroup
Busey Bank225,354$11.2M0.38%-4,43913F-HRTimeline
MMBG INVESTMENT ADVISORS CO.225,123$11.2M1.27%-37,53513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …224,266$11.2M1.45%+110,72513F-HRTimelineGroup
Quantinno Capital Management LP222,997$11.1M0.07%+5,94813F-HRTimeline
Arkadios Wealth Advisors220,869$11M0.42%+45,29513F-HRTimeline
Premier Path Wealth Partners, LLC220,711$11M1.71%-16,65813F-HRTimeline
IFG Advisory, LLC219,329$10.9M0.61%+14,32913F-HRTimeline
&PARTNERS217,800$10.8M0.11%+63,56613F-HRTimeline
FIL Ltdin group FIL Ltd213,416$10.6M0.01%+100,12213F-HRTimelineGroup
Vickerman Investment Advisors, Inc.213,021$10.6M2.4%+53,45113F-HRTimeline
Waterloo Capital, L.P.211,507$10.5M0.98%+67,20813F-HRTimeline
Joel Isaacson & Co., LLC211,325$10.5M0.48%+14,55513F-HRTimeline
Tamar Securities, LLC211,272$10.5M1.43%-1,64013F-HRTimeline
B. Riley Wealth Advisors, Inc.209,765$10.4M0.32%+67,78413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding209,638$10.4M-115,124Timeline
Gladstone Institutional Advisory LLC209,352$10.4M0.49%-10,18413F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC205,337$10.2M3.03%-1,83013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP205,319$10.2M1.23%+11,79213F-HRTimeline
Orange Investment Advisors, Inc.204,252$10.2M1.22%-7,64313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC203,187$10.1M0.14%+43,08213F-HRTimelineGroup
Keel Point, LLC202,439$10.1M0.78%+77,39313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC201,783$10.1M0.72%+25,34213F-HRTimeline
Banco BTG Pactual S.A.200,000$9.96M2.49%013F-HRTimeline
Yarbrough Capital, LLC200,000$9.96M0.43%013F-HRTimeline
Ashton Thomas Private Wealth, LLC199,305$9.93M0.38%+5,68613F-HRTimeline
Chicago Wealth Management, Inc.198,939$9.91M5.19%+8,16313F-HRTimeline
RFG Advisory, LLC197,878$9.86M0.27%-9,50013F-HRTimeline
AE Wealth Management LLC197,643$9.84M0.08%-59,00213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC203,612$9.81M0.83%-52,51013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…194,508$9.69M0.01%+76,16813F-HRTimelineGroup
LEUTHOLD GROUP, LLC192,476$9.59M1.24%-50,90013F-HRTimeline
JMAC ENTERPRISES LLC192,363$9.58M2.27%+5,81413F-HRTimeline
Freedom Investment Management, Inc.191,746$9.55M0.8%-5,45913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.190,698$9.5M0.6%-2,26913F-HRTimelineGroup
Insight Wealth Strategies, LLC187,183$9.32M1.26%-22,98713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC186,668$9.3M0.05%-11,70013F-HRTimelineGroup
Snowden Capital Advisors LLC186,067$9.27M0.3%+12,18113F-HRTimeline
Client First Capital LLC185,852$9.26M4.74%+92,78613F-HRTimeline
Prospera Financial Services Inc185,804$9.26M0.21%+9,86213F-HRTimeline
Crescent Grove Advisors, LLC185,430$9.24M0.96%+113F-HRTimeline
LMR Partners LLPin group LMR Partners LLP184,664$9.2M0.18%+2,95813F-HRTimelineGroup
United Asset Strategies, Inc.183,774$9.15M0.85%-7,65813F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.182,400$9.09M1.41%+70,70013F-HRTimeline
5th Street Advisors, LLC177,316$8.83M4.26%-1,25213F-HRTimeline
Unisphere Establishmentin group Unisphere Establishment175,000$8.72M0.08%new13F-HRTimelineGroup
Sigma Planning Corp174,973$8.72M0.28%+17,45113F-HRTimeline
Coastal Bridge Advisors, LLC174,286$8.68M0.79%new13F-HR/ATimeline
North Star Investment Management Corp.174,204$8.68M0.63%+1,74813F-HRTimeline
Provident Co of the Employees of the He…174,238$8.67M9.96%013F-HRTimeline
Advisor Resource Council224,570$8.66M0.7%new13F-HRTimeline
Foundations Investment Advisors, LLC172,803$8.61M0.16%-725,32313F-HRTimeline
Horizon Investments, LLC171,961$8.57M0.26%+7,32913F-HRTimeline
Zuckerman Investment Group, LLC171,598$8.55M0.92%-7,25213F-HRTimeline
MEANS INVESTMENT CO., INC.170,756$8.51M0.9%+150,89113F-HRTimeline
AMG National Trust Bank169,600$8.45M0.24%-1,31113F-HRTimeline
NTV Asset Management LLC169,489$8.44M1.12%+4,82113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC164,424$8.19M0.28%+6,17213F-HRTimeline
Venturi Wealth Management, LLC164,370$8.19M0.43%+45,91213F-HRTimeline
Decker Retirement Planning Inc.163,725$8.16M5.08%+3,94413F-HRTimeline
Pallas Capital Advisors LLC163,654$8.15M0.34%-17,97113F-HRTimeline
Madrid Financial Services162,229$8.08M5.89%-18,89813F-HRTimeline
SYKON CAPITAL LLC158,896$7.91M3.01%-23,25813F-HRTimeline
Essex LLC158,798$7.91M1.71%+16,35213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)157,375$7.84M0.09%013F-HRTimelineGroup
Sierra Capital LLC156,707$7.81M0.94%+913F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP155,010$7.72M1.92%+109,11013F-HRTimeline
Private Wealth Advisors, LLC154,983$7.72M3.24%+14,46813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC154,947$7.72M2.91%+138,37213F-HRTimeline
Ameraudi Asset Management, Inc.154,014$7.67M4.39%-2,55913F-HRTimeline
WT Wealth Management153,891$7.67M2.49%+67,62313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV153,695$7.65M0.02%+6,76013F-HRTimeline
Keystone Global Partners, LLC152,446$7.59M5.32%13F-HRTimeline
Venture Visionary Partners LLC152,367$7.59M0.32%+12,84513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC151,476$7.55M2.72%new13F-HRTimeline
TD Waterhouse Canada Inc.151,744$7.54M0.06%+12,25713F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…150,965$7.52M3.01%new13F-HRTimeline
Chescapmanager LLCin group Chescapmanager LLC150,000$7.47M1.56%013F-HRTimelineGroup
Manatuck Hill Partners, LLC150,000$7.47M3.44%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…150,000$7.47M0.21%-2,982,26813F-HRTimelineGroup
EHP Funds Inc.149,600$7.45M8.3%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC149,435$7.44M0.65%+5,73513F-HRTimeline
ACT WEALTH MANAGEMENT, LLC148,772$7.41M3.35%-7,31913F-HRTimeline
Callan Capital, LLC148,703$7.41M0.55%-1,07713F-HRTimeline
Guerra Advisors Inc148,623$7.4M4.14%-61,42813F-HRTimeline
Mutual Advisors, LLC151,425$7.27M0.21%-94,32513F-HRTimeline
CENTAURUS FINANCIAL, INC.145,470$7.25M0.44%-15,20213F-HRTimeline
McAlister, Sweet & Associates, Inc.143,337$7.14M5.41%new13F-HRTimeline
Compton Financial Group, LLC143,175$7.13M2.05%new13F-HRTimeline
Cavalier Investments, LLC142,386$7.09M2.41%+99,92813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142,350$7.09M0.57%-9,02213F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK141,250$7.04M0.02%-23,48713F-HRTimelineGroup
Astor Investment Management LLC140,862$7.02M3.73%+14,04713F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co140,000$6.97M1.64%013F-HRTimeline
GOLDENTREE ASSET MANAGEMENT LPin group GOLDENTREE ASSET MANAGEMENT LP139,000$6.91M0.54%new13F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC138,611$6.9M1.27%+10,13813F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL137,412$6.84M0.16%-6,55313F-HRTimeline
BAILARD, INC.137,394$6.84M0.18%-8,88613F-HRTimeline
Advisory Services Network, LLC137,259$6.84M0.13%-6,79113F-HRTimeline
Western Wealth Management, LLC137,146$6.83M0.45%+13,61913F-HRTimeline
Archford Capital Strategies, LLC136,781$6.81M1%+35,56513F-HRTimeline
Summit Financial, LLC136,283$6.79M0.19%+32,96413F-HRTimeline
Redhawk Wealth Advisors, Inc.133,444$6.65M0.89%-24413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp132,936$6.62M<0.01%-4,84413F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC131,130$6.53M0.23%013F-HRTimeline
Granite Harbor Advisors, Inc.130,205$6.49M3.44%-2,78313F-HRTimeline
BlueStem Wealth Partners, LLC129,907$6.47M0.88%new13F-HRTimeline
Sowell Financial Services LLC129,826$6.47M0.29%+14,69213F-HRTimeline
CHEMUNG CANAL TRUST CO129,630$6.46M1.42%-2,03713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC129,557$6.45M0.13%+7,38713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG129,616$6.39M0.12%+8,76413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.127,354$6.34M0.35%-21,22013F-HR/ATimelineGroup
Mechanics Bank Trust Department126,720$6.31M0.86%-2,99813F-HRTimeline
Bonfire Financial125,913$6.27M5.78%+7,63613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC125,820$6.27M2.81%+24,57813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.125,619$6.26M0.11%+23,16813F-HRTimelineGroup
Asset Allocation Strategies LLC125,114$6.23M1.55%-43,88813F-HRTimeline
IFP Advisors, Inc124,964$6.22M0.19%+86,55613F-HRTimeline
Dorsey & Whitney Trust CO LLC124,603$6.21M0.36%-17,16213F-HRTimeline
OneDigital Investment Advisors LLC122,330$6.09M0.07%+1,75213F-HRTimeline
Game Plan Financial Advisors, LLC121,986$6.08M2.95%+8,33713F-HRTimeline
Trilogy Capital Inc.121,807$6.07M0.32%-112,24313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…121,149$6.03M0.25%-22,13813F-HRTimelineGroup
BURNS J W & CO INC/NY120,980$6.03M0.78%-3,44513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP120,562$6.01M0.01%+6,95513F-HRTimelineGroup
D.A. DAVIDSON & CO.120,388$6M0.05%+32,40113F-HRTimeline
TCV Trust & Wealth Management, Inc.119,650$5.96M0.55%-1,18213F-HRTimeline
FIRST MERCHANTS CORP118,956$5.93M0.24%+8,69813F-HRTimeline
SteelPeak Wealth, LLC118,402$5.9M0.25%+67,51613F-HRTimeline
Wela Strategies, Inc.117,461$5.85M2.47%+116,47513F-HRTimeline
Belpointe Asset Management LLC116,373$5.79M0.3%+5,98513F-HRTimeline
CENTRAL TRUST Co116,058$5.78M0.14%+7,77213F-HRTimeline
BRAVE ASSET MANAGEMENT INC115,416$5.75M1.81%+104,03813F-HRTimeline
NorthCrest Asset Manangement, LLC114,963$5.73M0.17%+1,16813F-HRTimeline
Stockman Wealth Management, Inc.114,391$5.7M0.84%-92213F-HRTimeline
Baker Avenue Asset Management, LP114,316$5.69M0.18%+56,09513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…114,100$5.68M0.58%-41213F-HRTimelineGroup
3EDGE Asset Management, LP114,839$5.66M0.38%+12,22213F-HRTimeline
CIBC WORLD MARKET INC.113,241$5.64M0.01%-45,66113F-HRTimeline
NWAM LLC112,759$5.62M0.48%-1,52313F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC112,382$5.6M3.65%+26,79213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…112,139$5.59M0.08%-22,87513F-HRTimelineGroup
Capital Planning Advisors, LLC111,903$5.57M0.86%+39,41313F-HRTimeline
Sandy Spring Bank111,039$5.53M0.23%-2,00313F-HRTimeline
Estate Counselors, LLC110,927$5.53M0.57%-6,44113F-HRTimeline
Federation des caisses Desjardins du Qu…110,923$5.53M0.03%-13,24413F-HRTimeline
WASHINGTON TRUST Co110,808$5.52M0.21%+6,89913F-HRTimeline
Capital Wealth Planning, LLC110,193$5.49M0.05%+47,27213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.124,367$5.46M0.01%-11,03713F-HRTimelineGroup
Focus Financial Network, Inc.109,660$5.46M0.22%+12,81913F-HRTimeline
Fortis Group Advisors, LLC109,119$5.44M1.06%-6,68813F-HRTimeline
Algorithmic Investment Models, LLC108,495$5.4M3.98%-12,00913F-HRTimeline
New Millennium Group LLC108,033$5.38M3.53%-78413F-HRTimeline
Simmons Bankin group Simmons Bank107,873$5.37M0.41%+1,49413F-HRTimelineGroup
Institute for Wealth Management, LLC.107,704$5.36M0.69%-2,42613F-HRTimeline
Veltria Advisors Corp.107,074$5.33M3.47%-4,28613F-HRTimeline
Rise Advisors, LLC106,831$5.32M2.35%-2,06913F-HRTimeline
GeoWealth Management, LLC106,503$5.3M0.21%-17213F-HRTimeline
FLOYD FINANCIAL GROUP LLC106,295$5.29M4.79%+2,18613F-HRTimeline
Signal Advisors Wealth, LLC106,050$5.28M0.52%-16,09913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA106,033$5.28M0.02%+9,81613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC109,180$5.28M0.12%013F-HRTimelineGroup
CoreCap Advisors, LLC105,723$5.27M0.23%+1,48613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…105,260$5.24M4.19%-2,43413F-HRTimelineGroup
Advisory Resource Group105,242$5.24M1.07%+84613F-HRTimeline
Zullo Investment Group, Inc.104,309$5.2M2.23%-20713F-HRTimeline
GTS SECURITIES LLC104,020$5.18M0.22%-57,53813F-HRTimeline
Whalen Wealth Management Inc.103,875$5.17M3.45%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC103,784$5.17M0.01%+8,33713F-HRTimelineGroup
Mountain Hill Investment Partners Corp.103,300$5.15M5.03%new13F-HRTimeline
FINANCIAL COUNSELORS INC102,837$5.12M0.08%-17913F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding101,531$5.06M-256,437Timeline
Innova Wealth Partners100,945$5.03M3.12%-21,47313F-HRTimeline
Virtue Capital Management, LLC100,410$5M0.58%+9,93413F-HRTimeline
Beacon Pointe Advisors, LLC99,957$4.98M0.06%+8,75213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC99,697$4.97M0.43%-17,08913F-HR/ATimeline
HARBOUR INVESTMENTS, INC.98,772$4.92M0.14%+30,37913F-HRTimeline
Laurel Wealth Advisors LLC98,622$4.91M0.77%+63513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …98,499$4.91M0.75%+1,76513F-HRTimeline
HB Wealth Management, LLC97,220$4.84M0.04%+16,01113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC97,001$4.83M2.48%new13F-HRTimeline
Leicht Financial Planning & Wealth Mana…96,838$4.82M2.52%-8,51413F-HRTimeline
MARTIN & CO INC /TN/94,940$4.73M0.91%+38813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC94,443$4.7M1.52%-82,83213F-HRTimeline
AAFMAA Wealth Management & Trust LLC94,217$4.69M2.13%+76,53113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…93,660$4.66M0.1%+5,11913F-HRTimelineGroup
IAM Advisory, LLC93,287$4.65M1.21%new13F-HRTimeline
AlphaCore Capital LLC92,675$4.62M0.39%new13F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC92,628$4.61M3.4%+3,96913F-HRTimeline