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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
Avior Wealth Management, LLC48,100$2.4M0.09%+5,28313F-HRTimeline
SYNOVUS FINANCIAL CORP47,982$2.39M0.03%+47913F-HRTimeline
O'Dell Group, LLC47,821$2.38M0.62%new13F-HRTimeline
BANK OF STOCKTON47,642$2.37M0.76%+41,27613F-HRTimeline
Jacobi Capital Management LLC47,417$2.36M0.17%+9,48113F-HRTimeline
Dorsey Wright & Associates47,366$2.36M0.6%-1,31113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP47,175$2.35M0.02%-2,98913F-HRTimelineGroup
ROVIN CAPITAL /UT/ /ADV47,096$2.35M0.76%-1,90613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC46,932$2.34M0.14%-15013F-HRTimeline
Wilmington Savings Fund Society, FSB46,773$2.33M0.04%+1,60913F-HRTimeline
Moloney Securities Asset Management, LLC46,735$2.33M0.31%+39,49013F-HRTimeline
DT Investment Partners, LLC46,723$2.33M0.22%+13,70913F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…46,800$2.32M2.6%+4,00013F-HRTimelineGroup
PFG Advisors46,182$2.3M0.13%+34,19613F-HRTimeline
OKABENA INVESTMENT SERVICES INC46,149$2.3M0.58%+33313F-HRTimeline
Fulcrum Equity Management46,009$2.29M2.5%-1,20813F-HRTimeline
First Bancorp, Inc /ME/45,619$2.27M1.48%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.45,458$2.26M2.09%-3813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…45,262$2.25M0.02%-174,78513F-HRTimelineGroup
Kessler Investment Group, LLC45,165$2.25M1.1%-2,32813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC45,144$2.25M0.02%+86613F-HRTimeline
Capital Investment Counsel, LLC44,986$2.24M0.37%+8,21713F-HRTimeline
NewEdge Wealth, LLC44,590$2.22M0.04%+16,20113F-HRTimeline
RiverGlades Family Offices LLC44,532$2.22M1.6%-1,06013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC44,436$2.21M0.06%+2,04413F-HRTimeline
PINNACLE ASSOCIATES LTD44,181$2.2M0.03%+3,09713F-HRTimeline
10Elms LLP44,093$2.2M2.21%-1,74013F-HRTimeline
NFSG Corp43,801$2.18M0.53%-1,56613F-HRTimeline
Rothschild Capital Partners, LLC43,770$2.18M0.57%+3,90013F-HRTimeline
Intrepid Financial Planning Group LLC43,720$2.18M1.01%-1,65013F-HRTimeline
BEACON FINANCIAL GROUP42,875$2.14M0.23%-4,46913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO42,860$2.13M0.51%+11013F-HRTimeline
PLANWISER FINANCIAL, LLC43,133$2.13M1.93%13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC42,752$2.13M0.12%new13F-HRTimelineGroup
PLIMOTH TRUST CO LLC42,624$2.12M0.55%+10,38813F-HRTimeline
Court Place Advisors, LLC42,541$2.12M0.7%+613F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd42,500$2.12M3.56%013F-HRTimelineGroup
Founders Financial Alliance, LLC42,371$2.11M0.51%+19,75413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC42,309$2.11M0.24%+6,82713F-HRTimelineGroup
Retireful, LLC42,708$2.1M2%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC41,690$2.08M1.16%-7,69713F-HR/ATimeline
DIMENSION CAPITAL MANAGEMENT LLC41,635$2.07M0.37%+29813F-HRTimeline
WealthPLAN Partners, LLC41,606$2.07M0.29%+6,40513F-HRTimeline
WealthShield Partners, LLC41,391$2.06M0.27%+4,77213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC41,337$2.06M0.16%+2,05013F-HRTimeline
Crumly & Associates Inc.41,145$2.05M0.57%-34113F-HRTimeline
Windsor Capital Management, LLC41,025$2.04M0.63%-1,82813F-HRTimeline
Fiduciary Group, LLC40,814$2.03M0.2%+6,62113F-HRTimeline
Boltwood Capital Management40,627$2.02M0.62%+1,06113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,546$2.02M<0.01%+14,84413F-HRTimelineGroup
Guardian Asset Advisors, LLC39,950$1.99M1.3%-2,97413F-HRTimeline
Meridian Wealth Management, LLC39,945$1.98M0.1%+29613F-HRTimeline
ARS Investment Partners, LLC40,791$1.97M0.18%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.39,506$1.97M0.03%+24,63513F-HRTimelineGroup
PRIVATE TRUST CO NA39,481$1.97M0.2%+2,73113F-HRTimeline
JBR Co Financial Management Inc39,421$1.96M1.15%+1,80913F-HRTimeline
E&G Advisors, LLC39,407$1.96M0.55%+1,96513F-HRTimeline
Parallel Advisors, LLC39,300$1.96M0.04%-11,97913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC39,222$1.95M0.42%+19,20613F-HRTimeline
ALERUS FINANCIAL NA39,217$1.95M0.16%-112,18013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC39,183$1.95M0.9%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC39,010$1.94M1.56%-69213F-HRTimeline
Pinnacle Family Advisors, LLC38,917$1.94M1.05%+10,11413F-HRTimeline
City Center Advisors, LLC38,718$1.93M2.25%+8,48313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…38,567$1.92M<0.01%-16,80413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC38,531$1.92M0.1%-2713F-HRTimeline
BIRINYI ASSOCIATES INC38,460$1.92M0.62%+2,37513F-HRTimeline
KFA Private Wealth Group, LLC38,400$1.91M0.67%+23,40013F-HRTimeline
Accel Wealth Management38,295$1.91M0.69%+1,64613F-HRTimeline
MTM Investment Management, LLC38,317$1.91M0.74%-28913F-HRTimeline
VCI Wealth Management LLC38,265$1.91M0.8%+2,97813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …38,161$1.9M0.15%+13,43613F-HRTimeline
Waterway Wealth Management, LLC37,919$1.89M0.79%-18,26313F-HRTimeline
Garden State Investment Advisory Servic…37,849$1.89M0.6%+4,40513F-HRTimeline
Golden State Wealth Management, LLC37,805$1.88M0.28%+1,64913F-HR/ATimeline
WEALTHGARDEN F.S. LLC37,683$1.88M1.8%+21113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC37,409$1.86M0.11%-1,67913F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors37,314$1.86M1.07%+20,30913F-HRTimelineGroup
Perennial Investment Advisors, LLC37,213$1.85M0.21%-4,03113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP37,122$1.85M0.17%+12,39513F-HRTimeline
Miller Investment Management, LP37,042$1.85M0.2%-11,28413F-HRTimeline
CWA Asset Management Group, LLC37,031$1.84M0.09%+17,30813F-HRTimeline
Global Assets Advisory, LLC38,680$1.84M0.35%+18,77013F-HRTimeline
Circle Wealth Management, LLC36,965$1.84M0.04%+5,72813F-HRTimeline
Marcum Wealth, LLC36,858$1.84M0.16%-1,56313F-HRTimeline
One Capital Management, LLC36,768$1.83M0.06%+4,69213F-HRTimeline
Collier Financial36,630$1.82M1.55%+36,42913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV36,558$1.82M0.14%-73713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC36,526$1.82M0.03%+4,18413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC36,259$1.81M0.81%+12,10513F-HRTimeline
IBEX WEALTH ADVISORS35,853$1.79M0.24%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC35,839$1.79M0.5%+4,27113F-HRTimeline
CFC Planning Co LLC35,478$1.77M1.93%-13,44613F-HR/ATimeline
CMG Global Holdings, LLC36,603$1.77M1.15%+2,25813F-HRTimeline
Crestwood Advisors Group, LLC35,364$1.76M0.03%-2,82313F-HRTimeline
Howard Capital Management Group, LLC35,322$1.76M0.14%-1,21413F-HRTimeline
Tyler-Stone Wealth Management35,314$1.76M0.32%-34613F-HRTimeline
MONETARY MANAGEMENT GROUP INC35,225$1.75M0.47%-1,52513F-HRTimeline
PFG Investments, LLC35,221$1.75M0.11%+4,53113F-HRTimeline
INGALLS & SNYDER LLC35,222$1.75M0.06%+17513F-HRTimeline
McGuire Investment Group, LLC35,161$1.75M0.26%+43013F-HRTimeline
LM Advisors LLC35,133$1.75M0.32%+3,29713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …35,897$1.75M0.11%-10,90913F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…34,985$1.74M0.06%-1,48813F-HRTimelineGroup
Peoples Bank/KS34,835$1.74M1.18%+6,42513F-HRTimeline
Foguth Wealth Management, LLC.34,683$1.73M0.42%-17,73713F-HRTimeline
American Institute for Advanced Investm…34,545$1.72M1.31%+1,75513F-HRTimeline
SVB WEALTH LLC34,475$1.72M0.07%-5,28013F-HRTimeline
SOL Capital Management CO34,150$1.7M0.19%013F-HRTimeline
Watts Gwilliam & Co., LLC34,120$1.7M0.37%+8713F-HRTimeline
Cladis Investment Advisory, LLC34,020$1.69M1.23%+89113F-HRTimeline
ASHTON THOMAS SECURITIES, LLC33,955$1.69M0.47%-5,04813F-HRTimeline
Bleakley Financial Group, LLC33,789$1.68M0.05%+57913F-HRTimeline
Beacon Bridge Wealth Partners, LLC33,590$1.67M0.71%+46013F-HRTimeline
Williams Jones Wealth Management, LLC.33,442$1.67M0.02%-2,64013F-HRTimeline
LJI Wealth Management, LLC33,415$1.66M0.33%+16013F-HRTimeline
Blue Chip Partners, LLC33,344$1.66M0.14%-1,80113F-HRTimeline
BARINGS LLCin group BARINGS LLC33,265$1.66M0.04%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,258$1.66M0.09%+91613F-HRTimelineGroup
Counterweight Ventures, LLC33,194$1.65M1.18%+1,11713F-HRTimeline
Realta Investment Advisors33,081$1.65M0.75%-11,27913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.33,037$1.65M0.12%+1,39613F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.32,930$1.64M1.45%-61613F-HRTimeline
Glass Jacobson Investment Advisors llc33,901$1.64M0.54%013F-HRTimeline
EVOKE WEALTH, LLC32,869$1.64M0.04%+1,00913F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.32,630$1.63M0.34%-54413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC32,428$1.62M0.62%-1,27513F-HRTimeline
Prairiewood Capital, LLC32,401$1.61M0.66%-2,39713F-HRTimeline
Gotham Asset Management, LLC32,328$1.61M0.01%+13,02613F-HRTimeline
COUNTRY CLUB BANK32,556$1.6M0.11%-82813F-HRTimeline
Mesirow Financial Investment Management…32,043$1.6M0.03%-14813F-HRTimeline
Successful Portfolios LLC31,802$1.58M1.08%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC31,754$1.58M0.96%013F-HRTimeline
Glen Eagle Advisors, LLC31,722$1.58M0.26%+1,68313F-HRTimeline
PATTEN & PATTEN INC/TN31,692$1.58M0.11%+85013F-HRTimeline
Bryn Mawr Trust Advisors, LLC31,678$1.58M0.09%+8,85413F-HRTimeline
WORLD EQUITY GROUP, INC.31,527$1.57M0.45%-16,91313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC31,430$1.57M0.21%-2,33513F-HRTimeline
Per Stirling Capital Management, LLC.31,413$1.56M0.23%+1,93113F-HRTimeline
Intellectus Partners, LLC31,413$1.56M0.39%+2,76213F-HRTimeline
D.B. Root & Company, LLC31,379$1.56M0.5%+13,74413F-HRTimeline
SP Asset Management LLC31,303$1.56M0.14%-93713F-HRTimeline
Next Capital Management LLC31,153$1.55M0.74%+1,28513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV31,429$1.55M0.81%+43813F-HRTimeline
Roberts Wealth Advisors, LLC30,982$1.54M0.48%+22913F-HRTimeline
PCG Wealth Advisors, LLC30,842$1.54M0.54%-3413F-HRTimeline
Ironwood Financial, llc30,670$1.53M0.33%+1,99413F-HRTimeline
PSI Advisors, LLC30,273$1.51M0.49%+2,40413F-HRTimeline
Ring Mountain Capital, LLC30,104$1.5M1.13%+1,96713F-HRTimeline
True Vision MN LLC30,019$1.5M0.9%-92413F-HRTimeline
Fearless Solutions, LLC dba Best Invest29,932$1.49M1.16%-12713F-HRTimeline
Advyzon Investment Management, LLC29,719$1.48M0.52%-7,99813F-HRTimeline
CHOREO, LLC29,544$1.47M0.02%-8,49013F-HRTimeline
Brueske Advisory Services, LLC29,314$1.46M1.38%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC29,293$1.46M0.1%-8213F-HRTimeline
Argent Trust Co29,183$1.45M0.06%+13,30513F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …29,114$1.45M1%-24313F-HRTimeline
Leslie Global Wealth, LLC29,039$1.45M0.7%-2,72413F-HRTimeline
Dynamic Advisor Solutions LLC28,994$1.44M0.05%new13F-HRTimeline
SCS Capital Management LLC28,907$1.44M0.02%new13F-HR/ATimeline
MIdWestOne Financial Group, Inc.28,816$1.44M0.2%-17513F-HRTimeline
Clarity Wealth Advisors, LLC28,686$1.43M0.4%-3,27813F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC28,459$1.42M0.13%-27713F-HRTimeline
MMA ASSET MANAGEMENT LLC28,437$1.42M0.6%+3,18713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…28,265$1.41M0.24%+16,31613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.28,184$1.4M0.1%-2,08913F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC28,060$1.4M0.08%+1,23413F-HRTimeline
One River Asset Management, LLC28,370$1.4M5.14%-114,74313F-HRTimeline
Rollins Financial Advisors, LLC28,019$1.4M0.24%+6,84513F-HR/ATimeline
Valmark Advisers, Inc.27,939$1.39M0.02%+2,67813F-HRTimeline
Soltis Investment Advisors LLC27,858$1.39M0.12%-3,88313F-HRTimeline
EPG Wealth Management LLC27,822$1.39M0.39%-2,26913F-HRTimeline
Advisors Capital Management, LLC27,810$1.39M0.02%+2,86013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC27,791$1.38M0.02%013F-HRTimelineGroup
Verdence Capital Advisors LLC27,747$1.38M0.11%+7,39113F-HRTimeline
Ipsen Advisor Group LLC27,739$1.38M1.19%-613F-HRTimeline
Relyea Zuckerberg Hanson LLC27,576$1.37M0.19%013F-HRTimeline
Keebeck Wealth Management27,569$1.37M0.2%013F-HRTimeline
Tranquility Partners, LLC27,555$1.37M0.53%013F-HRTimeline
Wedmont Private Capital29,352$1.37M0.07%+2313F-HRTimeline
Tradition Wealth Management, LLC27,471$1.37M0.12%-3913F-HRTimeline
Norris Financial Group, LLC27,394$1.36M0.64%+8,68513F-HRTimeline
Hennion & Walsh Asset Management, Inc.27,189$1.35M0.06%+12,32613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC27,019$1.35M0.26%-42513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…28,815$1.34M0.55%013F-HRTimeline
SeaCrest Wealth Management, LLC26,783$1.33M0.15%+25613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…26,717$1.33M<0.01%-3313F-HRTimelineGroup
TSFG, LLC26,703$1.33M0.27%-1213F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding26,717$1.33M+9,022Timeline
Xcel Wealth Management, LLC26,438$1.32M0.41%013F-HRTimeline
WHITTIER TRUST CO26,399$1.31M0.02%-1,53713F-HRTimeline
One Wealth Map LLC28,762$1.31M0.87%-24013F-HRTimeline
Certified Advisory Corp26,313$1.31M0.15%+1,50413F-HRTimeline
NWI MANAGEMENT LP26,000$1.29M0.17%013F-HRTimeline
Granite FO LLC25,920$1.29M0.73%013F-HRTimeline
HERBST GROUP, LLC25,919$1.29M0.91%+75313F-HRTimeline
Smith Salley Wealth Management25,853$1.29M0.08%-35213F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC25,799$1.29M1.21%new13F-HRTimeline
RMR Wealth Builders25,737$1.28M0.13%+2,87613F-HRTimeline
Bullock Wealth Management Group25,655$1.28M0.71%+2,68913F-HRTimeline