Skip to content
Disclosery

XLF SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,799 managers (1,821 13F filers) reported a position in XLF shares at 2025-09-30, 736,373,202 shares in all. 133 filers opened a position and 111 filers sold out during the quarter.

Managers
1,799
13F filers
1,821
New
133
Added
763
Reduced
593
Sold out
111
Shares held by filers
736,373,202

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Darwin Wealth Management, LLC83,930$4.52M1.44%+4,46413F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC83,779$4.51M2.18%+4,81713F-HRTimeline
Asset Allocation Strategies LLC83,542$4.5M0.89%-40,57013F-HRTimeline
CITY HOLDING CO82,983$4.47M0.56%-7,19913F-HRTimeline
Capital Wealth Planning, LLC82,736$4.46M0.03%-33,19313F-HRTimeline
Nelson Capital Management, LLC82,616$4.45M0.53%+2,14913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.85,245$4.45M2.04%+1,36313F-HRTimeline
PETERSON WEALTH MANAGEMENT82,489$4.44M3.08%-16,66913F-HRTimeline
ACIMA PRIVATE WEALTH, LLC82,253$4.43M1.39%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC80,666$4.35M0.6%+3,55313F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.80,000$4.31M0.67%-63,30013F-HRTimeline
3EDGE Asset Management, LP79,546$4.3M0.24%+2,88313F-HRTimeline
WNY Asset Management, LLC79,796$4.3M0.41%-1,68713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…79,722$4.29M1.21%+1,04213F-HRTimeline
FOCUS Wealth Advisors, LLC79,709$4.29M2.06%+2,10513F-HRTimeline
Westside Investment Management, Inc.78,969$4.25M0.68%+17313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co78,834$4.25M0.05%013F-HRTimelineGroup
Abbot Financial Management, Inc.78,553$4.23M1.81%+1,31313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC78,266$4.22M0.91%+2,37713F-HRTimeline
Valeo Financial Advisors, LLC86,439$4.21M0.1%-2,09613F-HRTimeline
Ledyard National Bank78,065$4.21M0.38%-2,91913F-HRTimeline
McCollum Christoferson Group LLC77,260$4.16M1.19%+1,71013F-HRTimeline
Centric Wealth Management79,470$4.16M0.93%+56,94213F-HRTimeline
JFS WEALTH ADVISORS, LLC77,098$4.15M0.24%+1,84613F-HRTimeline
Beacon Pointe Advisors, LLC76,545$4.12M0.04%-19,28413F-HRTimeline
ROCKLAND TRUST CO76,500$4.12M0.17%-4613F-HRTimeline
Comprehensive Wealth Management, LLC76,416$4.12M2.92%+16,22413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY76,153$4.1M3.07%-64213F-HRTimeline
HERBST GROUP, LLC76,104$4.1M2.55%+50,58513F-HRTimeline
Joseph P. Lucia & Associates, LLC76,049$4.1M1.55%+7,00513F-HRTimeline
SIG BROKERAGE, LP76,048$4.1M1.03%+1,00013F-HRTimeline
WARNER FINANCIAL, INC76,001$4.09M1.53%+21913F-HRTimeline
Private Advisory Group LLC75,994$4.09M0.36%+7,43713F-HRTimeline
Trust Co75,269$4.05M0.41%+3,42513F-HRTimeline
Clarus Wealth Advisors75,081$4.03M1.78%+2,95913F-HRTimeline
Madison Park Capital Advisors, LLC74,339$4M3.29%+58,70713F-HRTimeline
Patton Albertson Miller Group, LLC73,549$3.96M0.48%-10,20013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp72,729$3.92M0.01%-9,85013F-HRTimelineGroup
Cornerstone Wealth Management, LLC72,253$3.89M0.21%-2,24113F-HRTimeline
Evercore Wealth Management, LLC72,121$3.89M0.06%-54013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC72,034$3.88M1.17%-13,44813F-HRTimeline
First National Bank of Hutchinson71,864$3.87M2.05%+3,20013F-HRTimeline
FLOW TRADERS U.S. LLC71,828$3.87M0.16%new13F-HRTimeline
Vivid Wealth Management, LLC71,718$3.86M1.54%-7,77613F-HRTimeline
Quantessence Capital LLC71,707$3.86M1.22%+49,63313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding71,697$3.86M-5,282Timeline
STEVENS CAPITAL MANAGEMENT LP71,476$3.85M0.51%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC71,428$3.85M0.33%-64613F-HRTimeline
Financiere des Professionnels - Fonds d…71,100$3.83M0.22%+12,50013F-HRTimeline
Dynamic Advisor Solutions LLC70,920$3.82M0.11%+42,43913F-HRTimeline
BigSur Wealth Management LLC70,870$3.82M0.94%013F-HRTimeline
Strategic Financial Partners, Ltd.70,701$3.81M1.74%+41313F-HRTimeline
Bedell Frazier Investment Counselling, …70,604$3.8M0.78%new13F-HRTimeline
Measured Wealth Private Client Group, L…70,275$3.79M1.02%-2,66813F-HRTimeline
Invst, LLC69,952$3.77M0.43%+28,85813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION69,929$3.77M0.32%+2,56013F-HRTimeline
BANQUE PICTET & CIE SA69,142$3.72M0.04%+2,50013F-HRTimeline
FAGAN ASSOCIATES, INC.68,921$3.71M0.51%-84013F-HRTimeline
Glenmede Investment Management, LP68,641$3.7M0.02%-2,12513F-HRTimeline
HOWE & RUSLING INC68,306$3.68M0.25%+42,84113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC67,845$3.65M0.26%+3,25813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC67,679$3.65M1.12%-1,50313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.67,658$3.64M0.04%+10713F-HRTimelineGroup
Narus Financial Partners, LLC67,499$3.64M0.99%-27113F-HR/ATimeline
Kovack Advisors, Inc.67,378$3.63M0.34%+2,20913F-HRTimeline
RDA Financial Network67,275$3.62M0.89%+7,92813F-HRTimeline
Arrow Investment Advisors, LLC66,847$3.6M3.98%-4,06513F-HRTimeline
Chesapeake Wealth Management66,580$3.59M1.09%+3,03513F-HRTimeline
Maxele Advisors, LLC66,535$3.58M3.09%-3413F-HRTimeline
Activest Wealth Management66,462$3.58M0.72%+3,44313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC65,925$3.55M0.09%-2,89513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…65,172$3.51M0.01%-26,53113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC65,154$3.51M0.1%013F-HRTimelineGroup
Polymer Capital Management (HK) LTD65,063$3.5M0.49%-22,96513F-HRTimeline
Relyea Zuckerberg Hanson LLC64,798$3.49M0.37%+17,15513F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.64,470$3.47M2.19%+12513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC64,399$3.47M0.24%-29,10513F-HRTimeline
B. Riley Wealth Advisors, Inc.64,232$3.46M0.17%-7,28313F-HRTimeline
CHOREO, LLC63,759$3.43M0.04%-1,04813F-HRTimeline
Financial Freedom, LLC63,757$3.43M1.71%-2,16313F-HRTimeline
Magnus Financial Group LLC63,681$3.43M0.27%+14,23213F-HRTimeline
Belpointe Asset Management LLC63,020$3.39M0.13%-12,35813F-HRTimeline
MontVue Capital Management, Inc.62,801$3.38M2.27%-4,10113F-HRTimeline
Wealthspire Advisors, LLC62,725$3.38M0.02%+2,88813F-HRTimeline
OAK FAMILY ADVISORS, LLC62,546$3.37M1.09%+15,17013F-HRTimeline
Greenwich Wealth Management LLC62,239$3.35M0.17%-1,24113F-HRTimeline
BFSG, LLC62,210$3.35M0.33%-28313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding62,059$3.34M+14,680Timeline
Visionary Wealth Advisors61,464$3.31M0.15%+1,65313F-HRTimeline
Prime Capital Investment Advisors, LLC61,260$3.3M0.04%-1,38513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC61,158$3.29M1.25%+21,15513F-HRTimeline
O'Dell Group, LLC61,018$3.29M0.71%-30013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\61,002$3.29M<0.01%013F-HRTimelineGroup
Eisler Capital Management Ltd.60,691$3.28M0.07%+55,69113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…60,895$3.28M0.02%-3,67313F-HRTimelineGroup
VCI Wealth Management LLC60,838$3.28M0.99%+19,51113F-HRTimeline
Pine Valley Investments Ltd Liability Co60,794$3.27M0.17%+6,64513F-HRTimeline
Laraway Financial Advisors Inc60,442$3.26M2.22%+1,18913F-HRTimeline
Lionsbridge Wealth Management LLC60,082$3.24M3.19%+1,06713F-HRTimeline
Corsicana & Co.59,949$3.23M1.81%13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …59,859$3.22M1.71%-9313F-HRTimeline
Sandbox Financial Partners, LLC59,825$3.22M0.92%+6,35913F-HRTimeline
Telos Capital Management, Inc.59,757$3.22M0.31%+19513F-HRTimeline
Obsidian Personal Planning Solutions LLC61,133$3.2M1.11%+4,74613F-HRTimeline
Teamwork Financial Advisors, LLC59,429$3.2M0.35%+7,75313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp59,366$3.2M0.08%-1,24413F-HRTimelineGroup
Wealthfront Advisers LLC59,240$3.19M0.01%+2,51113F-HRTimeline
PFG Advisors59,054$3.18M0.13%+6,06413F-HRTimeline
CORRADO ADVISORS, LLC58,851$3.17M1.7%+2,97013F-HRTimeline
ARS Investment Partners, LLC58,767$3.17M0.21%+8,87413F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC58,670$3.16M0.88%+62513F-HRTimeline
Orca Investment Management, LLC58,626$3.16M2.59%-26613F-HRTimeline
HBW ADVISORY SERVICES LLC58,548$3.15M0.35%+2,37913F-HRTimeline
RPg Family Wealth Advisory, LLC58,280$3.14M0.69%-3,51113F-HRTimeline
WP Advisors, LLC57,876$3.12M0.79%+18113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…57,605$3.1M0.01%-1,60513F-HRTimelineGroup
Midwest Professional Planners, LTD.57,006$3.07M0.75%-70213F-HRTimeline
Rehmann Capital Advisory Group56,811$3.06M0.17%+2,23013F-HRTimeline
Constitution Capital LLC56,641$3.05M1.43%+6913F-HRTimeline
Realta Investment Advisors56,592$3.05M1.02%+79413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…56,298$3.03M0.36%+81713F-HRTimeline
Counterweight Ventures, LLC56,022$3.02M1.76%+21,97213F-HRTimeline
Bay Rivers Group55,947$3.01M1.27%-14713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding57,675$3.01M+15,570Timeline
One Charles Private Wealth Services, LLC55,742$3M0.79%+2,66713F-HRTimeline
M3 Advisory Group, LLC55,734$3M1.87%+96413F-HRTimeline
Bramshill Investments, LLC55,500$2.99M0.2%+3,00013F-HRTimeline
SMI Advisory Services, LLC55,424$2.98M0.56%new13F-HRTimeline
WEDBUSH SECURITIES INC55,202$2.97M0.1%+1,45113F-HRTimeline
Caprock Group, LLC54,808$2.96M0.07%13F-HRTimeline
CX Institutional54,883$2.96M0.09%-4,51613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP54,483$2.94M0.06%+213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT54,371$2.93M0.04%+9213F-HRTimeline
Intrua Financial, LLC53,447$2.88M0.34%+3,27213F-HRTimeline
Capital Advisors, Ltd. LLC53,377$2.88M0.32%+4,69113F-HRTimeline
ABOUND FINANCIAL, LLC53,112$2.86M1.15%-8413F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC53,018$2.86M0.67%-2,00013F-HRTimeline
PCG ASSET MANAGEMENT, LLC52,931$2.85M2.29%-31513F-HR/ATimeline
PINNACLE ASSOCIATES LTD52,898$2.85M0.04%+8,43913F-HRTimeline
EWG Elevate Inc.52,699$2.84M0.89%-28,14213F-HRTimeline
Everstar Asset Management, LLC52,541$2.83M1.6%-2,76513F-HRTimeline
Jacobi Capital Management LLC52,025$2.8M0.17%+2,33513F-HRTimeline
Janney Capital Management LLC51,971$2.8M0.17%-98813F-HRTimeline
Apexium Financial, LP51,803$2.79M0.14%+28513F-HRTimeline
Moors & Cabot, Inc.51,530$2.78M0.12%+1,65413F-HRTimeline
Zhang Financial LLC51,291$2.76M0.11%+2,56713F-HRTimeline
BRIGHTON JONES LLC51,235$2.76M0.07%+52313F-HRTimeline
Simplicity Wealth,LLC51,233$2.76M0.16%-36,52913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd51,075$2.75M0.16%-2,01613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management50,958$2.75M0.03%+13,70513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC50,823$2.74M0.02%-83213F-HRTimeline
GFS Advisors, LLC50,721$2.73M0.35%-2,12213F-HRTimeline
CALTON & ASSOCIATES, INC.49,850$2.69M0.4%-32513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV49,682$2.68M0.74%-1,15313F-HR/ATimeline
SHUTTLEWORTH & Co49,514$2.67M2.42%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…50,613$2.67M0.21%013F-HRTimeline
CWC Advisors, LLC.49,298$2.66M1.3%-71913F-HRTimeline
Next Level Private LLC49,279$2.65M0.77%+16213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC49,097$2.64M0.38%+23713F-HRTimeline
CFC Planning Co LLC49,057$2.64M2.22%+9,74713F-HRTimeline
High Note Wealth, LLC49,013$2.64M0.53%-7,25613F-HRTimeline
OKABENA INVESTMENT SERVICES INC48,565$2.62M0.51%+1,12313F-HRTimeline
St. Johns Investment Management Company…48,549$2.62M1.11%+1,43613F-HRTimeline
Brown Financial Advisors48,471$2.61M0.96%new13F-HRTimeline
BEACON FINANCIAL GROUP48,310$2.6M0.26%-47613F-HRTimeline
Fairvoy Private Wealth, LLC47,923$2.58M0.59%+1,94613F-HRTimeline
Dorsey Wright & Associates47,912$2.58M0.58%-2713F-HRTimeline
Brick & Kyle, Associates47,537$2.56M0.95%+4913F-HRTimeline
World Investment Advisors47,479$2.56M0.05%+38413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding47,460$2.56M+2,204Timeline
SYNOVUS FINANCIAL CORP47,392$2.55M0.03%-12613F-HRTimeline
Fiduciary Group, LLC47,326$2.55M0.22%+3,18813F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC46,751$2.52M0.13%-20013F-HRTimeline
AE Wealth Management LLC46,708$2.52M0.02%+4,67313F-HRTimeline
DT Investment Partners, LLC46,546$2.51M0.21%013F-HRTimeline
10Elms LLP46,463$2.5M2.25%-80013F-HRTimeline
Signal Advisors Wealth, LLC46,281$2.49M0.23%-129,47713F-HRTimeline
CMG Global Holdings, LLC46,701$2.49M1.22%+3,47613F-HRTimeline
Crews Bank & Trust46,062$2.48M0.36%-1,44113F-HRTimeline
Turtle Creek Wealth Advisors, LLC46,061$2.48M0.22%-48313F-HRTimeline
Donald L. Hagan, LLC45,800$2.47M1.21%+14,37713F-HRTimeline
PLANWISER FINANCIAL, LLC46,982$2.45M1.95%-9,88913F-HRTimeline
First Bancorp, Inc /ME/45,339$2.44M1.3%-28013F-HRTimeline
Redwood Financial Network Corp45,327$2.44M1.55%-2,63713F-HRTimeline
Brueske Advisory Services, LLC45,204$2.44M1.33%+4,40513F-HRTimeline
Capital Investment Counsel, LLC45,152$2.43M0.36%+4,91913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP45,120$2.43M0.02%-3,04013F-HR/ATimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.44,876$2.42M1.94%-85413F-HRTimeline
Beaumont Financial Advisors, LLC44,827$2.41M0.16%-5,34313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC44,817$2.41M0.95%+7413F-HRTimeline
RiverGlades Family Offices LLC44,267$2.38M1.46%-1,14513F-HRTimeline
WIN ADVISORS, INC44,255$2.38M1.16%-8,36213F-HRTimeline
Estate Counselors, LLC43,927$2.37M0.2%+10,44013F-HRTimeline
Ciovacco Capital Management LLC43,675$2.35M1.18%-1,42513F-HRTimeline
Perennial Investment Advisors, LLC43,662$2.35M0.19%+6,61413F-HRTimeline
Boltwood Capital Management43,512$2.34M0.62%+98113F-HRTimeline
Circle Wealth Management, LLC43,213$2.33M0.05%+5,98913F-HRTimeline
Rockingstone Advisors LLC43,143$2.32M1.15%-25013F-HRTimeline
Meridian Wealth Management, LLC43,524$2.3M0.09%+3,50013F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC42,501$2.29M0.88%new13F-HRTimeline