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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,793 managers (1,811 13F filers) reported a position in XLF shares at 2025-06-30, 705,041,099 shares in all. 123 filers opened a position and 116 filers sold out during the quarter.

Managers
1,793
13F filers
1,811
New
123
Added
650
Reduced
738
Sold out
116
Shares held by filers
705,041,099

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
Provident Co of the Employees of the He…254,238$13.3M13.28%+80,00013F-HRTimeline
Quantinno Capital Management LP254,283$13.3M0.06%+31,28613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.253,089$13.3M1.62%-47,48313F-HRTimeline
First Interstate Bank252,186$13.2M0.78%-7,50513F-HRTimeline
Prosperity Consulting Group, LLC250,009$13.1M0.96%+93913F-HRTimeline
Systematic Alpha Investments, LLC248,410$13M0.46%013F-HRTimeline
Long Run Wealth Advisors, LLC246,425$12.9M2.71%+9,47213F-HRTimeline
Premier Path Wealth Partners, LLC246,333$12.9M1.8%+25,62213F-HRTimeline
Merit Financial Group, LLC244,709$12.8M0.14%-4,58113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC244,105$12.8M0.97%+40,49313F-HRTimeline
Cubist Systematic Strategies, LLC242,628$12.7M0.14%new13F-HRTimeline
Keystone Global Partners, LLC239,185$12.5M6.82%+86,73913F-HRTimeline
Joel Isaacson & Co., LLC237,023$12.4M0.5%+25,69813F-HRTimeline
AlphaCore Capital LLC236,810$12.4M0.47%+144,13513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP233,282$12.2M1.43%+27,96313F-HRTimeline
Twin Tree Management, LP224,866$11.8M0.3%new13F-HRTimeline
Busey Bank223,871$11.7M0.36%-1,48313F-HRTimeline
Financial Enhancement Group LLC222,779$11.6M1.66%-23,74013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC221,786$11.6M1.07%-9,25213F-HRTimelineGroup
AlphaStar Capital Management, LLC221,047$11.6M0.81%+210,41713F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co217,472$11.4M0.34%-50,08713F-HRTimelineGroup
MGO ONE SEVEN LLC217,055$11.4M0.37%-38,74813F-HRTimeline
IFG Advisory, LLC216,541$11.3M0.57%-2,78813F-HRTimeline
Arkadios Wealth Advisors215,950$11.3M0.34%-4,91913F-HRTimeline
Tamar Securities, LLC215,757$11.3M1.37%+4,48513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …215,637$11.3M1.52%-8,62913F-HRTimelineGroup
Gladstone Institutional Advisory LLC210,972$11M0.46%+1,62013F-HRTimeline
Waterloo Capital, L.P.209,578$11M0.89%-1,92913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC205,786$10.8M0.02%+121,40513F-HR/ATimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.205,716$10.8M0.69%+15,01813F-HRTimelineGroup
Summit Financial, LLC204,878$10.7M0.24%+68,59513F-HRTimeline
Keel Point, LLC202,150$10.6M0.7%-28913F-HRTimeline
Chicago Wealth Management, Inc.200,288$10.5M5%+1,34913F-HRTimeline
Yarbrough Capital, LLC200,000$10.5M0.37%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP199,906$10.5M0.01%+79,34413F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.199,429$10.4M0.02%-109,07113F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.199,119$10.4M1.04%-26,00413F-HRTimeline
LEUTHOLD GROUP, LLC196,446$10.3M1.23%+3,97013F-HRTimeline
Orange Investment Advisors, Inc.195,202$10.2M1.12%-9,05013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC189,224$9.91M0.81%+39,78913F-HRTimeline
Snowden Capital Advisors LLC188,189$9.86M0.29%+2,12213F-HRTimeline
Crescent Grove Advisors, LLC185,432$9.71M0.94%+213F-HRTimeline
Cullen Capital Management, LLC185,424$9.71M0.11%+181,27613F-HRTimeline
Archford Capital Strategies, LLC184,891$9.68M1.24%+48,11013F-HRTimeline
Cresset Asset Management, LLC183,735$9.62M0.05%-172,60713F-HR/ATimeline
United Asset Strategies, Inc.181,675$9.51M0.81%-2,09913F-HRTimeline
Sigma Planning Corp181,098$9.48M0.29%+6,12513F-HRTimeline
MEANS INVESTMENT CO., INC.181,043$9.48M0.9%+10,28713F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC180,167$9.44M7.21%+180,11713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC179,744$9.41M0.26%+15,32013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC178,161$9.33M0.12%-25,02613F-HRTimelineGroup
JMAC ENTERPRISES LLC177,824$9.31M1.99%-14,53913F-HRTimeline
Signal Advisors Wealth, LLC175,758$9.2M0.72%+69,70813F-HRTimeline
Cadent Capital Advisors, LLC175,601$9.2M3.01%+115,59913F-HRTimeline
North Star Investment Management Corp.174,299$9.13M0.64%+9513F-HRTimeline
Zuckerman Investment Group, LLC171,795$9M0.87%+19713F-HRTimeline
NTV Asset Management LLC171,199$8.97M1.07%+1,71013F-HRTimeline
Prospera Financial Services Inc169,723$8.89M0.17%-16,08113F-HRTimeline
Madrid Financial Services169,477$8.88M6.01%+7,24813F-HRTimeline
FORONJY FINANCIAL LLC167,954$8.8M4.12%13F-HRTimeline
Compass Wealth Management, LLC/GA165,556$8.67M4.64%13F-HRTimeline
AMG National Trust Bank165,227$8.65M0.23%-4,37313F-HRTimeline
Strategic Financial Concepts, LLC164,992$8.64M1.22%+151,02213F-HRTimeline
Freedom Investment Management, Inc.164,652$8.62M0.69%-27,09413F-HRTimeline
Ameraudi Asset Management, Inc.163,036$8.54M4.48%+9,02213F-HRTimeline
5th Street Advisors, LLC160,862$8.42M4.18%-16,45413F-HRTimeline
Essex LLC159,945$8.38M1.65%+1,14713F-HRTimeline
Mutual Advisors, LLC154,370$8.25M0.21%+2,94513F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…157,383$8.24M0.08%+112,12113F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC157,356$8.24M2.71%+5,88013F-HRTimeline
Sierra Capital LLC156,715$8.21M0.95%+813F-HRTimeline
Integrated Advisors Network LLC156,377$8.19M0.37%+66,85813F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL156,021$8.17M0.18%+18,60913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)155,975$8.17M0.08%-1,40013F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC155,755$8.16M2.7%+80813F-HRTimeline
Venture Visionary Partners LLC155,267$8.13M0.31%+2,90013F-HRTimeline
WCG Wealth Advisors LLC153,636$8.05M0.52%-175,94313F-HRTimeline
Compton Financial Group, LLC152,797$8M2.08%+9,62213F-HRTimeline
Horizon Investments, LLC151,740$7.95M0.13%-20,22113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV152,031$7.91M0.02%-1,66413F-HRTimeline
AGUR PROVIDENT & TRAINING FUNDS MANAGEM…150,965$7.91M2.99%013F-HRTimeline
Ensign Peak Advisors, Inc150,280$7.87M0.01%new13F-HRTimeline
Chescapmanager LLCin group Chescapmanager LLC150,000$7.85M1.32%013F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC147,703$7.74M3.27%-1,06913F-HRTimeline
HARBOUR INVESTMENTS, INC.147,603$7.73M0.2%+48,83113F-HRTimeline
TD Waterhouse Canada Inc.145,692$7.67M0.05%-6,05213F-HRTimeline
Guerra Advisors Inc144,326$7.56M3.57%-4,29713F-HRTimeline
Private Wealth Advisors, LLC144,269$7.56M2.97%-10,71413F-HRTimeline
Atria Wealth Solutions, Inc.143,773$7.54M0.17%-430,63113F-HRTimeline
Ashton Thomas Private Wealth, LLC143,867$7.53M0.27%-55,43813F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.143,300$7.5M1.25%-39,10013F-HRTimeline
J.W. COLE ADVISORS, INC.142,883$7.48M0.16%+51,93813F-HRTimeline
Advisory Services Network, LLC142,244$7.45M0.12%+4,98513F-HRTimeline
Matthew Goff Investment Advisor, LLC141,571$7.41M1.37%+2,96013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co140,000$7.33M1.57%013F-HRTimeline
Western Wealth Management, LLC139,145$7.29M0.43%+1,99913F-HRTimeline
Cavalier Investments, LLC138,859$7.27M2.2%-3,52713F-HRTimeline
BAILARD, INC.138,654$7.26M0.17%+1,26013F-HRTimeline
Coastal Bridge Advisors, LLC137,169$7.18M0.6%-37,11713F-HRTimeline
CENTAURUS FINANCIAL, INC.136,242$7.13M0.42%-9,22813F-HRTimeline
Foundations Investment Advisors, LLC136,100$7.13M0.11%-36,70313F-HRTimeline
Global Retirement Partners, LLC135,870$7.12M0.18%13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.135,517$7.1M0.07%+52,32213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
BlueStem Wealth Partners, LLC135,342$7.09M0.87%+5,43513F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC133,808$7.01M0.06%+32,27713F-HRTimelineGroup
Bonfire Financial132,497$6.94M5.69%+6,58413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.131,634$6.89M0.11%+6,01513F-HRTimelineGroup
WT Wealth Management130,722$6.85M2.03%-23,16913F-HRTimeline
Banco BTG Pactual S.A.130,000$6.81M1.39%-70,00013F-HRTimeline
RFG Advisory, LLC129,047$6.76M0.16%-68,83113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.129,042$6.76M0.33%+1,68813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV126,508$6.63M0.48%-15,84213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC125,904$6.59M0.12%-3,65313F-HRTimeline
Granite Harbor Advisors, Inc.125,666$6.58M3.09%-4,53913F-HRTimeline
Aragon Global Management, LP124,500$6.52M2.62%new13F-HRTimeline
Asset Allocation Strategies LLC124,112$6.5M1.44%-1,00213F-HRTimeline
Dorsey & Whitney Trust CO LLC124,004$6.49M0.34%-59913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC121,677$6.37M0.49%-80,10613F-HRTimeline
Wela Strategies, Inc.121,449$6.36M2.51%+3,98813F-HRTimeline
SYKON CAPITAL LLC121,202$6.35M2.31%-37,69413F-HRTimeline
Sowell Financial Services LLC120,996$6.34M0.26%-8,83013F-HRTimeline
OneDigital Investment Advisors LLC120,969$6.34M0.07%-1,36113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp120,524$6.31M<0.01%-12,41213F-HRTimelineGroup
Mechanics Bank Trust Department120,301$6.3M0.9%-6,41913F-HRTimeline
TCV Trust & Wealth Management, Inc.119,205$6.24M0.55%-44513F-HRTimeline
Baker Avenue Asset Management, LP118,520$6.21M0.18%+4,20413F-HRTimeline
NorthCrest Asset Manangement, LLC116,091$6.17M0.17%+1,12813F-HRTimeline
Aventus Investment Advisors, Inc.117,605$6.16M5.53%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp117,565$6.16M0.14%+109,97213F-HRTimelineGroup
CHEMUNG CANAL TRUST CO117,230$6.14M1.29%-12,40013F-HRTimeline
FIRST MERCHANTS CORP116,080$6.08M0.24%-2,87613F-HRTimeline
Capital Wealth Planning, LLC115,929$6.07M0.05%+5,73613F-HRTimeline
BURNS J W & CO INC/NY115,883$6.07M0.74%-5,09713F-HRTimeline
Game Plan Financial Advisors, LLC115,729$6.06M2.65%-6,25713F-HRTimeline
Client First Capital LLC115,371$6.04M2.84%-70,48113F-HRTimeline
SteelPeak Wealth, LLC114,325$5.99M0.23%-4,07713F-HRTimeline
Stockman Wealth Management, Inc.114,068$5.97M0.81%-32313F-HRTimeline
Venturi Wealth Management, LLC113,860$5.96M0.29%-50,51013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…113,302$5.93M0.56%-79813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…112,998$5.92M0.22%-8,15113F-HRTimelineGroup
D.A. DAVIDSON & CO.112,334$5.88M0.04%-8,05413F-HRTimeline
Focus Financial Network, Inc.111,130$5.82M0.23%+1,47013F-HRTimeline
Capital Planning Advisors, LLC111,046$5.82M0.85%-85713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.110,011$5.76M0.24%+34,71313F-HRTimeline
Rise Advisors, LLC109,237$5.72M2.27%+2,40613F-HRTimeline
WASHINGTON TRUST Co108,843$5.7M0.2%-1,96513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…108,069$5.66M0.08%-4,07013F-HRTimelineGroup
Laurel Wealth Advisors LLC107,607$5.64M0.84%+8,98513F-HR/ATimeline
Institute for Wealth Management, LLC.107,475$5.63M0.63%-22913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA106,581$5.58M0.01%+54813F-HRTimelineGroup
Foguth Wealth Management, LLC.106,009$5.55M1.19%+71,32613F-HRTimeline
Simmons Bankin group Simmons Bank105,737$5.54M0.39%-2,13613F-HRTimelineGroup
Pallas Capital Advisors LLC105,618$5.53M0.21%-58,03613F-HRTimeline
AAFMAA Wealth Management & Trust LLC105,572$5.53M2.29%+11,35513F-HRTimeline
NWAM LLC105,398$5.52M0.32%-7,36113F-HR/ATimeline
Advisory Resource Group105,298$5.51M1.06%+5613F-HRTimeline
CENTRAL TRUST Co105,294$5.51M0.13%-10,76413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC104,264$5.46M0.01%+48013F-HRTimelineGroup
Zullo Investment Group, Inc.104,207$5.46M2.21%-10213F-HRTimeline
Geneos Wealth Management Inc.103,047$5.4M0.13%-167,64713F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…103,023$5.4M3.93%-2,23713F-HRTimelineGroup
Symmetry Partners, LLC102,937$5.39M0.66%+51,53213F-HRTimeline
Volterra Technologies LP102,899$5.39M7.29%13F-HRTimeline
Mountain Hill Investment Partners Corp.102,750$5.38M4.52%-55013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC101,054$5.29M2.25%-24,76613F-HRTimeline
Midwest Trust Co100,699$5.27M0.07%13F-HRTimeline
1248 Management, LLC100,604$5.27M1.95%new13F-HRTimeline
Cooksen Wealth, LLC99,279$5.2M4.18%+8,28313F-HRTimeline
PETERSON WEALTH MANAGEMENT99,158$5.19M3.08%+85,47613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK98,126$5.14M0.03%+7,85613F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…97,753$5.12M2.43%+91513F-HRTimeline
Beacon Pointe Advisors, LLC95,829$5.02M0.05%-4,12813F-HRTimeline
Astor Investment Management LLC95,608$5.01M2.71%-45,25413F-HRTimeline
GeoWealth Management, LLC95,418$5M0.2%-11,08513F-HRTimeline
MARTIN & CO INC /TN/94,757$4.96M0.91%-18313F-HRTimeline
Allworth Financial LP94,644$4.96M0.02%+2,80413F-HRTimeline
Riggs Asset Managment Co. Inc.93,815$4.91M1.21%+2,88013F-HRTimeline
FIL Ltdin group FIL Ltd93,790$4.91M<0.01%-119,62613F-HRTimelineGroup
Innova Wealth Partners93,744$4.91M2.89%-7,20113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC93,504$4.9M0.38%-6,19313F-HR/ATimeline
EHP Funds Inc.93,400$4.89M5.61%-56,20013F-HRTimeline
Massachusetts Wealth Management92,236$4.83M2.72%+1,87513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.92,207$4.83M0.01%-32,16013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC91,738$4.8M0.03%+9,61913F-HRTimeline
Federation des caisses Desjardins du Qu…91,703$4.8M0.02%-19,22013F-HRTimeline
IAM Advisory, LLC90,721$4.75M1.14%-2,56613F-HRTimeline
U.S. Capital Wealth Advisors, LLC90,429$4.74M0.14%+12,86613F-HRTimeline
CITY HOLDING CO90,182$4.72M0.62%+34013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC90,097$4.72M0.03%+66,60813F-HRTimelineGroup
Sharper & Granite LLC89,289$4.7M1.79%+28,69513F-HRTimeline
Clearstead Advisors, LLC88,841$4.65M0.07%-73813F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …88,384$4.63M0.8%-10,11513F-HRTimeline
Fourth Dimension Wealth, LLC88,223$4.62M1.95%+6,93813F-HRTimeline
Polymer Capital Management (HK) LTD88,028$4.61M0.72%-218,53513F-HRTimeline
BlueCrest Capital Management Ltd88,000$4.61M0.51%013F-HRTimeline
Simplicity Wealth,LLC87,762$4.6M0.19%+15,45813F-HRTimeline
GTS SECURITIES LLC87,625$4.59M0.2%-16,39513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding87,220$4.57M-558Timeline
FISCHER INVESTMENT STRATEGIES, LLC86,809$4.55M3.05%-5,81913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…86,743$4.54M0.1%-6,91713F-HRTimelineGroup