Skip to content
Disclosery

XLF SELECT SECTOR SPDR TR

Follow

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
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…86,156$4.51M0.12%+83,88513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC85,618$4.48M0.01%-1,18013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC85,482$4.48M1.43%-8,96113F-HRTimeline
Fortis Group Advisors, LLC85,405$4.47M0.81%-23,71413F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…84,890$4.45M<0.01%-109,61813F-HRTimelineGroup
Patton Albertson Miller Group, LLC83,749$4.39M0.58%013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.83,882$4.38M2.07%-20713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …83,046$4.37M0.01%+9,00013F-HRTimelineGroup
Waverly Advisors, LLC82,929$4.34M0.05%+27,34113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp82,579$4.33M0.01%-2,99513F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC82,253$4.31M1.47%013F-HRTimeline
WNY Asset Management, LLC81,483$4.27M0.47%+8513F-HRTimeline
CoreCap Advisors, LLC81,482$4.27M0.17%-24,24113F-HRTimeline
Ellis Investment Partners, LLC81,464$4.27M0.83%-31613F-HRTimeline
Ledyard National Bank80,984$4.24M0.4%-5,31213F-HRTimeline
EWG Elevate Inc.80,841$4.23M1.3%+72,76313F-HRTimeline
Nelson Capital Management, LLC80,467$4.21M0.56%+2,62713F-HRTimeline
HB Wealth Management, LLC80,455$4.21M0.03%-16,76513F-HRTimeline
Perigon Wealth Management, LLC80,342$4.21M0.1%-11,49913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC80,338$4.21M0.33%+1,81313F-HRTimeline
Valeo Financial Advisors, LLC88,535$4.2M0.1%+1,71613F-HR/ATimeline
Regal Investment Advisors LLC80,053$4.19M0.31%+4,16513F-HRTimeline
Vivid Wealth Management, LLC79,494$4.16M1.83%-2,66213F-HRTimeline
Darwin Wealth Management, LLC79,466$4.16M1.44%-4,22613F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC78,962$4.14M2.36%-33,42013F-HRTimeline
Westside Investment Management, Inc.78,796$4.13M0.77%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co78,834$4.13M0.05%+45513F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…78,680$4.12M1.29%-36113F-HRTimeline
FOCUS Wealth Advisors, LLC77,604$4.06M2.11%+58513F-HRTimeline
Abbot Financial Management, Inc.77,240$4.05M1.87%-71513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC77,113$4.04M0.64%-2,39313F-HRTimeline
Gillson Capital LP77,000$4.03M0.31%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding76,979$4.03M+21,705Timeline
RETIREMENT PLANNING GROUP, LLC / NY76,795$4.02M3.53%-1,63413F-HRTimeline
ROCKLAND TRUST CO76,546$4.01M0.2%-11,92713F-HRTimeline
3EDGE Asset Management, LP76,663$3.99M0.25%-38,17613F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC75,889$3.97M0.92%+3,28113F-HRTimeline
WARNER FINANCIAL, INC75,782$3.97M1.64%-1,88513F-HRTimeline
McCollum Christoferson Group LLC75,550$3.96M1.18%+52,62013F-HRTimeline
Belpointe Asset Management LLC75,378$3.95M0.16%-40,99513F-HRTimeline
JFS WEALTH ADVISORS, LLC75,252$3.94M0.25%+2,56713F-HRTimeline
SummitTX Capital, L.P.75,066$3.93M0.17%new13F-HRTimeline
SIG BROKERAGE, LP75,048$3.93M1.08%new13F-HRTimeline
Strategic Equity Management74,691$3.91M1.44%new13F-HRTimeline
Cornerstone Wealth Management, LLC74,494$3.9M0.24%+81313F-HRTimeline
Gotham Asset Management, LLC74,168$3.88M0.02%+41,84013F-HRTimeline
THOR TRADING ADVISORS, LLC73,043$3.83M4.79%new13F-HRTimeline
Measured Wealth Private Client Group, L…72,943$3.82M1.14%+7,36813F-HRTimeline
Evercore Wealth Management, LLC72,661$3.81M0.06%+62513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC72,074$3.77M0.35%-88713F-HRTimeline
Clarus Wealth Advisors72,122$3.77M1.74%+19,54613F-HRTimeline
Trust Co71,844$3.76M0.42%-18,18313F-HRTimeline
Fisher Asset Management, LLC71,531$3.75M<0.01%+8,86313F-HRTimeline
B. Riley Wealth Advisors, Inc.71,515$3.75M0.18%-138,25013F-HRTimeline
CHANNEL WEALTH LLC71,381$3.74M1.06%-8,09513F-HRTimeline
Arrow Investment Advisors, LLC70,912$3.71M3.59%-4,60613F-HRTimeline
BigSur Wealth Management LLC70,870$3.71M0.94%013F-HRTimeline
Glenmede Investment Management, LP70,766$3.71M0.02%13F-HRTimeline
MORTON COMMUNITY BANK70,668$3.7M0.92%+6,91913F-HRTimeline
Strategic Financial Partners, Ltd.70,288$3.68M1.71%+16,96213F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co70,038$3.67M0.83%new13F-HRTimelineGroup
FAGAN ASSOCIATES, INC.69,761$3.65M0.57%-1,10213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC69,182$3.62M1.23%+10,65913F-HRTimeline
Joseph P. Lucia & Associates, LLC69,044$3.62M1.48%-3,09813F-HRTimeline
TWO SIGMA SECURITIES, LLC68,972$3.61M0.45%+6,75913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,820$3.6M0.09%-51813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL68,760$3.6M0.03%-381,37513F-HRTimeline
First National Bank of Hutchinson68,664$3.6M2.24%013F-HRTimeline
Private Advisory Group LLC68,557$3.59M0.34%-5,22813F-HRTimeline
Keystone Financial Group68,136$3.57M0.32%+4,69913F-HRTimeline
Orion Porfolio Solutions, LLC67,990$3.56M0.03%+3,64813F-HR/ATimeline
Narus Financial Partners, LLC67,770$3.55M1.11%+8913F-HRTimeline
Ausdal Financial Partners, Inc.67,595$3.54M0.24%+3,98213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.67,551$3.54M0.04%+28,04513F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION67,369$3.53M0.31%-39613F-HRTimeline
MontVue Capital Management, Inc.66,902$3.5M2.49%-2,79513F-HRTimeline
West Financial Advisors, LLC66,672$3.49M0.61%-31313F-HRTimeline
BANQUE PICTET & CIE SA66,642$3.49M0.04%+1613F-HRTimeline
Maxele Advisors, LLC66,569$3.49M3.04%-3913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…66,302$3.47M<0.01%+5,91413F-HRTimelineGroup
Man Group plcin group Man Group plc66,208$3.47M0.01%new13F-HRTimelineGroup
Financial Freedom, LLC65,920$3.45M1.86%-61813F-HRTimeline
Trinity Wealth Management, LLC65,782$3.45M1.37%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,506$3.43M<0.01%+24,96013F-HRTimelineGroup
Kovack Advisors, Inc.65,169$3.41M0.33%-7,38913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC65,154$3.41M0.11%013F-HRTimelineGroup
CHOREO, LLC64,807$3.39M0.05%+35,26313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC64,587$3.38M0.29%-14,05813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…64,568$3.38M0.03%-5,19113F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.64,345$3.37M2.3%-33713F-HRTimeline
Chesapeake Wealth Management63,545$3.33M1.11%+5,64913F-HRTimeline
Greenwich Wealth Management LLC63,480$3.32M0.16%-1,22813F-HRTimeline
Activest Wealth Management63,019$3.3M0.8%013F-HRTimeline
Prime Capital Investment Advisors, LLC62,645$3.28M0.04%-15,69213F-HRTimeline
BFSG, LLC62,493$3.27M0.37%-2,83313F-HRTimeline
SMART Wealth LLC61,979$3.25M1.02%+6,77913F-HRTimeline
RPg Family Wealth Advisory, LLC61,791$3.24M0.86%+6,29613F-HRTimeline
Visionary Horizons, LLC61,728$3.23M2.05%+6,09113F-HRTimeline
O'Dell Group, LLC61,318$3.21M0.8%+13,49713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\61,002$3.19M<0.01%-13,73413F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp60,610$3.17M0.09%-4,01213F-HRTimelineGroup
Comprehensive Wealth Management, LLC60,192$3.15M2.54%+49,94313F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …59,952$3.14M1.93%+30,83813F-HRTimeline
Wealthspire Advisors, LLC59,837$3.13M0.02%+58113F-HRTimeline
Visionary Wealth Advisors59,811$3.13M0.16%-29,10413F-HRTimeline
Veltria Advisors Corp.59,741$3.13M2.09%-47,33313F-HRTimeline
Telos Capital Management, Inc.59,562$3.12M0.32%+7,61613F-HRTimeline
CX Institutional59,399$3.11M0.11%-16,97613F-HR/ATimeline
RDA Financial Network59,347$3.11M0.84%-37713F-HRTimeline
Laraway Financial Advisors Inc59,253$3.1M2.35%-1,07613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…59,210$3.1M0.01%+1,26713F-HRTimelineGroup
Lionsbridge Wealth Management LLC59,015$3.09M3.08%-1,33013F-HRTimeline
Orca Investment Management, LLC58,892$3.08M2.78%+46013F-HRTimeline
Financiere des Professionnels - Fonds d…58,600$3.07M0.19%+8,60013F-HR/ATimeline
ALERUS FINANCIAL NA58,385$3.06M0.22%+19,16813F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC58,045$3.04M0.9%+1,76413F-HRTimeline
NFSG Corp57,922$3.03M0.49%+14,12113F-HRTimeline
Midwest Professional Planners, LTD.57,708$3.02M0.8%+1,84613F-HRTimeline
WP Advisors, LLC57,695$3.02M0.83%+1,87913F-HRTimeline
PLANWISER FINANCIAL, LLC56,871$3.02M2.57%+13,73813F-HRTimeline
Wealthfront Advisers LLC56,729$2.97M0.01%-1,86313F-HRTimeline
Constitution Capital LLC56,572$2.96M1.51%+22413F-HRTimeline
Obsidian Personal Planning Solutions LLC56,387$2.95M1.2%+2,50713F-HRTimeline
High Note Wealth, LLC56,269$2.95M0.67%-68213F-HRTimeline
HBW ADVISORY SERVICES LLC56,169$2.94M0.36%+85413F-HRTimeline
FSA WEALTH PARTNERS, INC.56,160$2.94M1.42%new13F-HRTimeline
Bay Rivers Group56,094$2.94M1.34%-19913F-HRTimeline
Bogart Wealth, LLC55,990$2.93M0.13%+3,36813F-HRTimeline
CORRADO ADVISORS, LLC55,881$2.93M1.79%+3,33413F-HRTimeline
Realta Investment Advisors55,798$2.92M1.15%+22,71713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…55,481$2.91M0.4%-1,62513F-HRTimeline
Everstar Asset Management, LLC55,306$2.9M1.77%-5,68913F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC55,018$2.88M0.73%-150,31913F-HRTimeline
BANK OF STOCKTON55,015$2.88M0.86%+7,37313F-HRTimeline
M3 Advisory Group, LLC54,770$2.87M1.98%-56413F-HRTimeline
Rehmann Capital Advisory Group54,581$2.86M0.17%-1113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP54,481$2.85M0.06%+1,25613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT54,279$2.84M0.04%-1,33113F-HRTimeline
Pine Valley Investments Ltd Liability Co54,149$2.84M0.17%-5,46113F-HRTimeline
WEDBUSH SECURITIES INC53,751$2.81M0.1%+4,55513F-HRTimeline
Sandbox Financial Partners, LLC53,466$2.8M0.88%+46713F-HRTimeline
PCG ASSET MANAGEMENT, LLC53,246$2.79M2.4%-2,40413F-HRTimeline
ABOUND FINANCIAL, LLC53,196$2.79M1.23%-2,37313F-HRTimeline
One Charles Private Wealth Services, LLC53,075$2.78M0.78%+1,63613F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd53,091$2.78M0.19%-12,34413F-HRTimelineGroup
PFG Advisors52,990$2.78M0.13%+6,80813F-HRTimeline
Janney Capital Management LLC52,959$2.77M0.18%-5413F-HRTimeline
GFS Advisors, LLC52,843$2.77M0.38%-77813F-HRTimeline
WIN ADVISORS, INC52,617$2.76M1.33%new13F-HRTimeline
Bramshill Investments, LLC52,500$2.75M0.29%-2,50013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding52,223$2.74M-5,838Timeline
Atlas Private Wealth Advisors51,687$2.71M0.35%-20,31613F-HRTimeline
Teamwork Financial Advisors, LLC51,676$2.71M0.33%-22,78713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC51,655$2.71M0.02%+6,51113F-HRTimeline
Apexium Financial, LP51,518$2.7M0.14%+62413F-HRTimeline
Advisor Resource Council51,072$2.67M1.31%-173,49813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV50,835$2.66M0.81%+3,73913F-HRTimeline
BRIGHTON JONES LLC50,712$2.66M0.07%+16913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50,613$2.65M0.21%-7,50513F-HRTimeline
Intrua Financial, LLC50,175$2.63M0.38%-41,77913F-HRTimeline
CALTON & ASSOCIATES, INC.50,175$2.63M0.45%+27913F-HRTimeline
Beaumont Financial Advisors, LLC50,170$2.63M0.19%+30,48313F-HRTimeline
Capula Management Ltdin group Capula Management Ltd50,164$2.63M0.03%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CWC Advisors, LLC.50,017$2.62M1.35%+1,38513F-HRTimeline
ARS Investment Partners, LLC49,893$2.61M0.19%+9,10213F-HRTimeline
Moors & Cabot, Inc.49,876$2.61M0.12%-1,14013F-HRTimeline
Jacobi Capital Management LLC49,690$2.6M0.17%+2,27313F-HRTimeline
Magnus Financial Group LLC49,449$2.59M0.23%-8,09513F-HRTimeline
Next Level Private LLC49,117$2.57M0.84%-59013F-HRTimeline
First Horizon Advisors, Inc.49,055$2.57M0.07%-87913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC48,860$2.56M0.4%+7,22513F-HRTimeline
BEACON FINANCIAL GROUP48,786$2.55M0.27%+5,91113F-HRTimeline
Zhang Financial LLC48,724$2.55M0.12%+29,06213F-HRTimeline
Capital Advisors, Ltd. LLC48,686$2.55M0.31%-11,81613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP48,160$2.52M0.02%+98513F-HRTimelineGroup
Brick & Kyle, Associates47,488$2.52M1.12%-1,74113F-HRTimeline
Redwood Financial Network Corp47,964$2.51M1.7%-40513F-HRTimeline
Dorsey Wright & Associates47,939$2.51M0.6%+57313F-HRTimeline
GenTrust, LLC47,748$2.5M0.12%-4,73413F-HRTimeline
Relyea Zuckerberg Hanson LLC47,643$2.5M0.29%+20,06713F-HRTimeline
SYNOVUS FINANCIAL CORP47,518$2.49M0.03%-46413F-HRTimeline
Crews Bank & Trust47,503$2.49M0.39%-1,33413F-HRTimeline
OKABENA INVESTMENT SERVICES INC47,442$2.48M0.55%+1,29313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding47,379$2.48M-17,305Timeline
OAK FAMILY ADVISORS, LLC47,376$2.48M0.9%new13F-HRTimeline
10Elms LLP47,263$2.48M2.36%+3,17013F-HRTimeline
St. Johns Investment Management Company…47,113$2.47M1.13%-8,61213F-HRTimeline
World Investment Advisors47,095$2.47M0.06%-3,14313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC46,951$2.46M0.13%+1913F-HRTimeline
Ethos Financial Group, LLC46,924$2.46M0.21%new13F-HRTimeline
DT Investment Partners, LLC46,546$2.44M0.22%-17713F-HRTimeline
Turtle Creek Wealth Advisors, LLC46,544$2.44M0.29%-506,75613F-HRTimeline
Fairvoy Private Wealth, LLC45,977$2.41M0.6%-10,26113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.45,730$2.39M2.07%+27213F-HRTimeline
First Bancorp, Inc /ME/45,619$2.39M1.37%013F-HRTimeline
Kessler Investment Group, LLC45,572$2.39M0.98%+40713F-HRTimeline
RiverGlades Family Offices LLC45,412$2.38M1.56%+88013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding45,256$2.37M-3,190Timeline
Ciovacco Capital Management LLC45,100$2.36M1.28%new13F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…45,000$2.35M2.75%-1,80013F-HRTimelineGroup