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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
Intrua Financial, LLC91,954$4.58M0.72%-11,26113F-HRTimeline
Perigon Wealth Management, LLC91,841$4.57M0.12%+10,50713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…91,112$4.55M0.01%-1,060,01713F-HR/ATimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP92,099$4.53M<0.01%-1,614,94813F-HRTimeline
J.W. COLE ADVISORS, INC.90,945$4.53M0.14%-32,73113F-HRTimeline
Riggs Asset Managment Co. Inc.90,935$4.53M1.29%+43,85413F-HRTimeline
Massachusetts Wealth Management90,361$4.5M3.09%+10,43013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK90,270$4.5M0.03%-5,13713F-HRTimelineGroup
Trust Co90,027$4.48M0.53%-56,85613F-HRTimeline
CITY HOLDING CO89,842$4.47M0.63%+4,50713F-HRTimeline
Clearstead Advisors, LLC89,579$4.46M0.07%-94713F-HRTimeline
Integrated Advisors Network LLC89,519$4.46M0.23%-23,99613F-HRTimeline
Allworth Financial LP91,840$4.43M0.02%+4,71413F-HRTimeline
Visionary Wealth Advisors88,915$4.43M0.27%-27,63113F-HRTimeline
ROCKLAND TRUST CO88,473$4.41M0.22%-6,98213F-HRTimeline
BlueCrest Capital Management Ltd88,000$4.38M0.7%-521,00013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding87,778$4.37M+10,484Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC86,798$4.32M0.01%+24,09213F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding86,302$4.3M-1,515Timeline
Ledyard National Bank86,296$4.3M0.43%-19,49913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp85,574$4.26M0.02%-93,55013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC85,203$4.24M0.22%+62313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC84,381$4.2M0.01%new13F-HR/ATimelineGroup
Patton Albertson Miller Group, LLC83,749$4.17M0.62%-26013F-HR/ATimeline
Banco Santander, S.A.in group Banco Santander, S.A.83,195$4.14M0.05%+16,28613F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC82,253$4.1M1.47%-12,35413F-HRTimeline
Vivid Wealth Management, LLC82,156$4.09M2.05%+10313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC82,119$4.09M0.03%+8,00313F-HRTimeline
Ellis Investment Partners, LLC81,780$4.07M0.84%-1,48313F-HRTimeline
WNY Asset Management, LLC81,398$4.05M0.48%+5,68013F-HRTimeline
Fourth Dimension Wealth, LLC81,285$4.05M1.96%+8,83713F-HRTimeline
Darwin Wealth Management, LLC83,692$4.04M1.36%013F-HRTimeline
DRW Securities, LLC80,500$4.01M0.34%-450,67013F-HRTimeline
CHANNEL WEALTH LLC79,476$3.96M1.23%+6,93513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC79,506$3.96M0.76%+55,49013F-HRTimeline
Perbak Capital Partners LLP79,157$3.94M2.92%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…79,041$3.94M1.39%+1,27313F-HRTimeline
Westside Investment Management, Inc.78,796$3.92M0.84%-48313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC78,645$3.92M0.4%+2,33313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC78,525$3.91M0.36%-4,95213F-HR/ATimeline
Valeo Financial Advisors, LLC86,819$3.91M0.11%+7,88613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY78,429$3.91M3.98%+4,81313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co78,379$3.9M0.05%-57713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC78,337$3.9M0.05%+31,98913F-HRTimeline
Abbot Financial Management, Inc.77,955$3.88M2.01%+1,12113F-HRTimeline
Nelson Capital Management, LLC77,840$3.88M0.67%+11,12813F-HRTimeline
WARNER FINANCIAL, INC77,667$3.87M1.71%-3,13713F-HRTimeline
U.S. Capital Wealth Advisors, LLC77,563$3.86M0.12%+6,12613F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.84,089$3.86M2.01%-9,88113F-HRTimeline
FOCUS Wealth Advisors, LLC77,019$3.84M2.12%+2,10713F-HRTimeline
Cooksen Wealth, LLC90,996$3.83M3.89%-5,87413F-HRTimeline
CX Institutional76,375$3.8M0.14%+43,50113F-HRTimeline
Regal Investment Advisors LLC75,888$3.78M0.31%+2,79013F-HRTimeline
Centric Wealth Management75,630$3.77M0.99%+8,36613F-HRTimeline
Arrow Investment Advisors, LLC75,518$3.76M3.98%-6,49713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.75,298$3.75M0.17%+68,87513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\74,736$3.72M<0.01%013F-HRTimelineGroup
Teamwork Financial Advisors, LLC74,463$3.71M0.51%-363,70013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …74,046$3.68M0.01%+2,43613F-HRTimelineGroup
Private Advisory Group LLC73,785$3.68M0.42%-1,17513F-HRTimeline
Cornerstone Wealth Management, LLC73,681$3.67M0.25%+2,76313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC72,961$3.63M0.36%+27413F-HRTimeline
JFS WEALTH ADVISORS, LLC72,685$3.62M0.25%+9813F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC72,608$3.62M0.92%+79613F-HRTimeline
Kovack Advisors, Inc.72,558$3.61M0.38%-1,28113F-HRTimeline
Simplicity Wealth,LLC72,304$3.6M0.28%+67,87913F-HRTimeline
Joseph P. Lucia & Associates, LLC72,142$3.59M1.64%+7,65913F-HRTimeline
Evercore Wealth Management, LLC72,036$3.59M0.06%-1,00013F-HRTimeline
Atlas Private Wealth Advisors72,003$3.59M0.5%-268,49313F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC71,522$3.56M1.22%+5,08313F-HRTimeline
BigSur Wealth Management LLC70,870$3.53M0.96%013F-HRTimeline
FAGAN ASSOCIATES, INC.70,863$3.53M0.59%-1,04713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…69,759$3.47M0.03%-3,26913F-HRTimelineGroup
MontVue Capital Management, Inc.69,697$3.47M2.78%-2,30313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC69,338$3.45M0.1%-13,73013F-HRTimelineGroup
First National Bank of Hutchinson68,664$3.42M2.26%+1,85813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION67,765$3.38M0.33%-6,60113F-HRTimeline
Narus Financial Partners, LLC67,681$3.37M1.15%+10,95813F-HRTimeline
West Financial Advisors, LLC66,985$3.34M0.63%+5,35013F-HRTimeline
BANQUE PICTET & CIE SA66,626$3.32M0.04%+14,44613F-HRTimeline
Maxele Advisors, LLC66,608$3.32M3.21%+97613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA66,602$3.32M0.02%+2,08113F-HRTimelineGroup
Financial Freedom, LLC66,538$3.31M1.9%-10,93813F-HRTimeline
Lynx Investment Advisory66,256$3.3M2.2%+44,45813F-HRTimeline
Global View Capital Management LLC66,163$3.3M1.2%+8,96513F-HRTimeline
Measured Wealth Private Client Group, L…65,575$3.27M1.05%+55,25713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd65,435$3.26M0.28%+1,18813F-HRTimelineGroup
BFSG, LLC65,326$3.25M0.4%-1,39413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC65,154$3.25M0.11%-96713F-HRTimelineGroup
Greenwich Wealth Management LLC64,708$3.22M0.24%-2,47513F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.64,682$3.22M2.52%+88813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp64,622$3.22M0.1%-1,36313F-HRTimelineGroup
Orion Porfolio Solutions, LLC64,342$3.2M0.03%+13,14513F-HRTimeline
Orion Portfolio Solutions, LLC64,342$3.2M0.03%+13,14513F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding64,684$3.18M-58,178Timeline
MORTON COMMUNITY BANK63,749$3.18M0.83%-2,22713F-HRTimeline
Ausdal Financial Partners, Inc.63,613$3.17M0.24%+25,67913F-HRTimeline
Keystone Financial Group63,437$3.16M0.32%+9,50513F-HRTimeline
Activest Wealth Management63,019$3.14M0.84%+1,96513F-HRTimeline
Fisher Asset Management, LLC62,668$3.12M<0.01%+16,78513F-HRTimeline
TWO SIGMA SECURITIES, LLC62,213$3.1M0.47%+48,38713F-HRTimeline
AMERIFLEX GROUP, INC.61,700$3.07M1.26%+54,25913F-HRTimeline
Farther Finance Advisors, LLC61,614$3.07M0.08%+10,53513F-HRTimeline
Graham Capital Management, L.P.61,500$3.06M0.1%-207,67013F-HRTimeline
Everstar Asset Management, LLC60,995$3.04M2.01%-7,89213F-HR/ATimeline
Sharper & Granite LLC60,594$3.02M1.25%+5,03613F-HRTimeline
Capital Advisors, Ltd. LLC60,502$3.01M0.4%-4,85013F-HRTimeline
Encompass More Asset Management60,468$3.01M0.9%+32,26713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60,388$3.01M<0.01%-3,39713F-HRTimelineGroup
Bulltick Wealth Management, LLC60,384$3.01M0.8%+13,58013F-HRTimeline
Lionsbridge Wealth Management LLC60,345$3.01M2.67%-13,60713F-HRTimeline
Laraway Financial Advisors Inc60,329$3M2.39%+16413F-HRTimeline
TOWNSQUARE CAPITAL LLC60,098$2.99M0.03%-7,61513F-HRTimeline
Cadent Capital Advisors, LLC60,002$2.99M1.14%+47,76513F-HRTimeline
RDA Financial Network59,724$2.97M0.89%+1,33913F-HRTimeline
Pine Valley Investments Ltd Liability Co59,610$2.97M0.19%+2413F-HRTimeline
Wealthspire Advisors, LLC59,256$2.95M0.02%+1,50513F-HRTimeline
Quantessence Capital LLC59,155$2.95M0.74%new13F-HRTimeline
Silverleafe Capital Partners, LLC59,113$2.94M1.01%+2,63713F-HRTimeline
Fortis Capital Advisors, LLC59,034$2.94M0.6%+52,03413F-HRTimeline
Claro Advisors Inc.58,871$2.93M0.39%+2,40713F-HRTimeline
Donald L. Hagan, LLC58,695$2.92M1.53%+6,74413F-HRTimeline
Wealthfront Advisers LLC58,592$2.92M0.01%+10,75513F-HRTimeline
Orca Investment Management, LLC58,432$2.91M2.91%-64113F-HRTimeline
Rockingstone Advisors LLC58,393$2.91M1.31%+1,41013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…58,118$2.89M0.25%+7,46213F-HRTimeline
Caprock Group, LLC58,094$2.89M0.09%+25,54413F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding58,061$2.89M+12,236Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…57,943$2.89M0.01%-25113F-HRTimelineGroup
Chesapeake Wealth Management57,896$2.88M1.03%-1,15313F-HRTimeline
Magnus Financial Group LLC57,544$2.87M0.28%-37613F-HRTimeline
AdvisorShares Investments LLC57,500$2.86M0.56%new13F-HRTimeline
Concentric Capital Strategies, LP57,421$2.86M0.29%-6,85713F-HRTimeline
Lindbrook Capital, LLC57,299$2.85M0.26%+39,15113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC58,523$2.85M1.11%-3,53013F-HRTimeline
High Note Wealth, LLC56,951$2.84M0.7%-2,28213F-HRTimeline
Occidental Asset Management, LLC56,564$2.82M0.43%-107,50913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…57,106$2.81M0.43%+3,27013F-HRTimeline
Constitution Capital LLC56,348$2.81M1.55%+1,25013F-HRTimeline
Bay Rivers Group56,293$2.8M1.47%+10,07513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC56,281$2.8M0.86%-54013F-HRTimeline
Fairvoy Private Wealth, LLC56,238$2.8M0.77%+15,04113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management56,168$2.8M0.04%-11,52713F-HRTimelineGroup
Midwest Professional Planners, LTD.55,862$2.78M0.87%+1,43613F-HRTimeline
WP Advisors, LLC55,816$2.78M0.93%+16713F-HRTimeline
GWN SECURITIES INC.55,276$2.78M0.16%+49,15613F-HRTimeline
St. Johns Investment Management Company…55,725$2.78M1.37%-2,74613F-HRTimeline
BLB&B Advisors, LLC55,681$2.77M0.14%new13F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…55,688$2.77M11.25%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC55,650$2.77M2.59%+34313F-HRTimeline
Visionary Horizons, LLC55,637$2.77M1.95%+32,59713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT55,610$2.77M0.05%-1,00013F-HRTimeline
Waverly Advisors, LLC55,588$2.77M0.03%-96213F-HRTimeline
ABOUND FINANCIAL, LLC55,569$2.77M1.4%-28213F-HRTimeline
Financial Advocates Investment Manageme…55,519$2.77M0.19%-17,22713F-HRTimeline
RPg Family Wealth Advisory, LLC55,495$2.76M0.79%+14,79213F-HRTimeline
M3 Advisory Group, LLC55,334$2.76M2.18%+29713F-HRTimeline
HBW ADVISORY SERVICES LLC55,315$2.76M0.39%+4,74213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding55,274$2.75M+7,231Timeline
SMART Wealth LLC55,200$2.75M0.99%-57213F-HRTimeline
Bramshill Investments, LLC55,000$2.74M0.28%-10,00013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A54,813$2.73M0.01%+40,16013F-HRTimelineGroup
Gold Investment Management Ltd.54,613$2.72M1.15%-1,26913F-HRTimeline
Rehmann Capital Advisory Group54,592$2.72M0.17%+4,82413F-HRTimeline
NorthCoast Asset Management LLC54,376$2.71M0.01%+24,66313F-HR/ATimeline
GFS Advisors, LLC53,621$2.67M0.54%+3,51613F-HRTimeline
Strategic Financial Partners, Ltd.53,326$2.66M1.4%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP53,225$2.65M0.07%+3,71313F-HRTimeline
Janney Capital Management LLC53,013$2.64M0.18%+11,31113F-HRTimeline
Poehling Capital Management, INC.53,011$2.64M0.67%-2,27013F-HRTimeline
Sandbox Financial Partners, LLC52,999$2.64M0.93%+59313F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC52,913$2.64M2.01%+1,15013F-HRTimeline
Obsidian Personal Planning Solutions LLC53,880$2.63M1.17%new13F-HRTimeline
Bogart Wealth, LLC52,622$2.62M0.12%+49,99613F-HRTimeline
CORRADO ADVISORS, LLC52,547$2.62M1.75%+45913F-HRTimeline
GenTrust, LLC52,482$2.61M0.13%-14,92913F-HRTimeline
Telos Capital Management, Inc.51,946$2.59M0.28%new13F-HRTimeline
CIM, LLC51,943$2.59M0.38%-1,35313F-HRTimeline
One Charles Private Wealth Services, LLC51,439$2.56M0.83%+82913F-HRTimeline
Symmetry Partners, LLC51,405$2.56M0.36%+4,16413F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…51,066$2.54M0.12%new13F-HRTimelineGroup
Moors & Cabot, Inc.51,016$2.54M0.13%+11,00913F-HRTimeline
Apexium Financial, LP50,894$2.54M0.15%+5,74913F-HRTimeline
BRIGHTON JONES LLC50,543$2.52M0.08%-2,45513F-HRTimeline
Alaska Permanent Fund Corp51,558$2.51M0.04%013F-HRTimeline
Rye Brook Capital LLC50,300$2.5M3.14%+50013F-HRTimeline
World Investment Advisors50,238$2.5M0.07%-19,08413F-HRTimeline
Financiere des Professionnels - Fonds d…50,000$2.49M0.16%+20,00013F-HRTimeline
First Horizon Advisors, Inc.49,934$2.49M0.07%+1,32913F-HRTimeline
CALTON & ASSOCIATES, INC.49,896$2.49M0.57%+2,85713F-HR/ATimeline
Clarus Wealth Advisors52,576$2.48M1.33%-3,65213F-HRTimeline
Invst, LLC49,779$2.48M0.34%+1,47813F-HRTimeline
Next Level Private LLC49,707$2.48M0.92%-1,16413F-HRTimeline
WEDBUSH SECURITIES INC49,196$2.45M0.09%+6,31213F-HRTimeline
Crews Bank & Trust48,837$2.43M0.41%+1,68413F-HRTimeline
Brick & Kyle, Associates49,229$2.43M1.11%+5,86213F-HRTimeline
CWC Advisors, LLC.48,632$2.42M1.38%+16,54413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding48,446$2.41M+5,443Timeline
Redwood Financial Network Corp48,369$2.41M1.83%-94513F-HRTimeline
Empowered Funds, LLC48,343$2.41M0.03%new13F-HRTimeline