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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
HALL CAPITAL MANAGEMENT CO INC44,743$2.34M0.99%+5,56013F-HRTimeline
PINNACLE ASSOCIATES LTD44,459$2.33M0.03%+27813F-HRTimeline
Fiduciary Group, LLC44,138$2.31M0.22%+3,32413F-HRTimeline
NewEdge Wealth, LLC44,697$2.3M0.04%+10713F-HRTimeline
CMG Global Holdings, LLC43,225$2.29M1.21%+6,62213F-HRTimeline
Garden State Investment Advisory Servic…43,401$2.27M0.62%+5,55213F-HRTimeline
Rockingstone Advisors LLC43,393$2.27M1.19%-15,00013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO43,160$2.26M0.51%+30013F-HRTimeline
PLIMOTH TRUST CO LLC43,090$2.26M0.54%+46613F-HRTimeline
Founders Financial Alliance, LLC43,057$2.25M0.51%+68613F-HRTimeline
Avior Wealth Management, LLC42,665$2.23M0.08%-5,43513F-HRTimeline
MONEYWISE, INC.42,584$2.23M1.05%new13F-HRTimeline
Boltwood Capital Management42,531$2.23M0.63%+1,90413F-HRTimeline
Intrepid Financial Planning Group LLC42,343$2.22M0.93%-1,37713F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC42,289$2.21M0.78%-29,23313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …42,105$2.21M0.08%+6,20813F-HRTimelineGroup
Guardian Asset Advisors, LLC42,170$2.21M1.27%+2,22013F-HRTimeline
AE Wealth Management LLC42,035$2.2M0.02%-155,60813F-HRTimeline
Court Place Advisors, LLC41,691$2.18M0.69%-85013F-HRTimeline
VCI Wealth Management LLC41,327$2.16M0.76%+3,06213F-HRTimeline
WealthPLAN Partners, LLC41,261$2.16M0.35%-34513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC41,137$2.15M0.16%-20013F-HRTimeline
Invst, LLC41,094$2.15M0.27%-8,68513F-HRTimeline
Brueske Advisory Services, LLC40,799$2.14M1.45%+11,48513F-HRTimeline
Capital Investment Counsel, LLC40,233$2.11M0.33%-4,75313F-HRTimeline
Wilmington Savings Fund Society, FSB40,102$2.1M0.04%-6,67113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC40,003$2.1M0.88%+3,74413F-HRTimeline
MONTAG A & ASSOCIATES INC39,913$2.09M0.1%+1,38213F-HRTimeline
Meridian Wealth Management, LLC40,024$2.09M0.09%+7913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC39,718$2.08M0.2%-2,59113F-HRTimelineGroup
WealthShield Partners, LLC39,476$2.07M0.25%-1,91513F-HRTimeline
E&G Advisors, LLC39,427$2.06M0.54%+2013F-HRTimeline
CFC Planning Co LLC39,310$2.06M1.99%+3,83213F-HRTimeline
Accel Wealth Management39,204$2.05M0.69%+90913F-HRTimeline
Park Edge Advisors, LLC39,152$2.05M0.53%+20,49313F-HRTimeline
Crumly & Associates Inc.39,055$2.05M0.5%-2,09013F-HRTimeline
Parallel Advisors, LLC38,987$2.04M0.04%-31313F-HRTimeline
Financial Advocates Investment Manageme…38,968$2.04M0.17%-16,55113F-HRTimeline
Farther Finance Advisors, LLC38,438$2.01M0.04%-23,17613F-HRTimeline
KFA Private Wealth Group, LLC38,423$2.01M0.62%+2313F-HRTimeline
MTM Investment Management, LLC38,254$2M0.67%-6313F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC37,536$1.97M0.35%+17,73113F-HRTimeline
Windsor Capital Management, LLC37,468$1.96M0.57%-3,55713F-HRTimeline
EVOKE WEALTH, LLC37,339$1.96M0.05%+4,47013F-HRTimeline
PRIVATE TRUST CO NA37,311$1.95M0.19%-2,17013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,253$1.95M0.03%-18,91513F-HRTimelineGroup
Circle Wealth Management, LLC37,224$1.95M0.04%+25913F-HRTimeline
Perennial Investment Advisors, LLC37,048$1.94M0.19%-16513F-HRTimeline
Miller Investment Management, LP37,042$1.94M0.2%013F-HRTimeline
PFG Investments, LLC37,016$1.94M0.11%+1,79513F-HRTimeline
Aptus Capital Advisors, LLC37,000$1.94M0.02%-339,59813F-HRTimeline
IFP Advisors, Inc36,864$1.93M0.05%-88,10013F-HRTimeline
Fulcrum Equity Management36,467$1.91M1.96%-9,54213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV36,276$1.9M0.13%-28213F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.36,272$1.9M0.37%+3,64213F-HRTimeline
CWA Asset Management Group, LLC36,133$1.89M0.08%-89813F-HRTimeline
McGuire Investment Group, LLC36,120$1.89M0.24%+95913F-HRTimeline
Golden State Wealth Management, LLC35,953$1.88M0.23%-1,85213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC35,806$1.88M0.02%-72013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC35,571$1.86M0.04%-73,60913F-HRTimelineGroup
Bank of Marin35,530$1.86M1.4%new13F-HRTimeline
Tyler-Stone Wealth Management35,454$1.86M0.3%+14013F-HRTimeline
MONETARY MANAGEMENT GROUP INC35,425$1.86M0.46%+20013F-HRTimeline
Crestwood Advisors Group, LLC35,331$1.85M0.03%-3313F-HRTimeline
SUMMIT SECURITIES GROUP LLC35,300$1.85M0.66%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…35,296$1.85M0.07%+31113F-HRTimelineGroup
Howard Capital Management Group, LLC35,048$1.84M0.13%-27413F-HRTimeline
Brookwood Investment Group LLC35,042$1.84M0.3%+13,45413F-HRTimeline
Fearless Solutions, LLC dba Best Invest34,740$1.82M1.27%+4,80813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.34,695$1.82M0.12%+1,65813F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC34,656$1.81M0.46%-1,18313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG34,931$1.81M0.03%-94,68513F-HRTimelineGroup
One Capital Management, LLC34,439$1.8M0.06%-2,32913F-HRTimeline
INGALLS & SNYDER LLC34,411$1.8M0.06%-81113F-HRTimeline
Bleakley Financial Group, LLC34,262$1.79M0.05%+47313F-HRTimeline
JBR Co Financial Management Inc34,258$1.79M0.89%-5,16313F-HRTimeline
SOL Capital Management CO34,150$1.79M0.17%013F-HRTimeline
Counterweight Ventures, LLC34,050$1.78M1.16%+85613F-HRTimeline
LM Advisors LLC33,933$1.78M0.23%-1,20013F-HRTimeline
Cladis Investment Advisory, LLC33,811$1.77M1.11%-20913F-HRTimeline
FIRST MANHATTAN CO. LLC.33,685$1.76M<0.01%+13,32313F-HRTimeline
LJI Wealth Management, LLC33,515$1.76M0.31%+10013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…33,505$1.75M<0.01%-5,06213F-HRTimelineGroup
Estate Counselors, LLC33,487$1.75M0.17%-77,44013F-HRTimeline
PATTEN & PATTEN INC/TN33,446$1.75M0.11%+1,75413F-HRTimeline
Williams Jones Wealth Management, LLC.33,357$1.75M0.02%-8513F-HRTimeline
Watts Gwilliam & Co., LLC32,120$1.74M0.29%-2,00013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC33,184$1.74M0.1%-4,22513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.32,943$1.73M1.33%+1313F-HRTimeline
IEQ CAPITAL, LLC32,889$1.72M0.01%-505,20413F-HRTimeline
COUNTRY CLUB BANK33,139$1.72M0.11%+58313F-HRTimeline
Compound Planning, Inc.32,714$1.71M0.06%+8,35413F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC32,694$1.71M2.46%new13F-HRTimeline
Next Capital Management LLC32,434$1.7M0.63%+1,28113F-HRTimeline
Intellectus Partners, LLC32,116$1.68M0.36%+70313F-HRTimeline
Mesirow Financial Investment Management…32,025$1.68M0.03%-1813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP31,989$1.68M0.13%-5,13313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31,891$1.67M0.08%-1,36713F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC31,851$1.67M0.21%+42113F-HRTimeline
Glen Eagle Advisors, LLC31,754$1.66M0.26%+3213F-HRTimeline
PURSUE WEALTH PARTNERS LLC31,754$1.66M0.95%013F-HRTimeline
Successful Portfolios LLC31,745$1.66M1.02%-5713F-HRTimeline
Journey Advisory Group, LLC31,608$1.66M0.13%+8,65013F-HRTimeline
Vise Technologies, Inc.31,441$1.65M0.07%13F-HRTimeline
Donald L. Hagan, LLC31,423$1.65M0.82%-27,27213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors31,136$1.63M0.81%-6,17813F-HRTimelineGroup
Prairiewood Capital, LLC30,970$1.62M0.6%-1,43113F-HRTimeline
Roberts Wealth Advisors, LLC30,895$1.62M0.47%-8713F-HRTimeline
Columbus Macro, LLC30,871$1.62M0.2%new13F-HRTimeline
Blue Chip Partners, LLC30,637$1.6M0.13%-2,70713F-HRTimeline
Argent Trust Co30,263$1.58M0.06%+1,08013F-HRTimeline
NWF Advisory Services Inc.30,191$1.58M0.19%+5,30113F-HRTimeline
WEALTHGARDEN F.S. LLC30,166$1.58M1.31%-7,51713F-HRTimeline
Ring Mountain Capital, LLC29,939$1.57M0.96%-16513F-HRTimeline
Beacon Bridge Wealth Partners, LLC29,961$1.57M0.62%-3,62913F-HRTimeline
American Institute for Advanced Investm…29,905$1.57M1.11%-4,64013F-HRTimeline
One Wealth Map LLC29,876$1.57M0.86%+1,11413F-HRTimeline
PCG Wealth Advisors, LLC29,879$1.56M0.8%-96313F-HRTimeline
Global Financial Private Client, LLC29,731$1.56M0.58%+7,61213F-HRTimeline
Kingstone Capital Partners Texas, LLC29,700$1.55M1.01%-9,31013F-HR/ATimeline
Wedmont Private Capital29,534$1.55M0.07%+18213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd29,545$1.55M0.06%new13F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC29,293$1.53M0.09%013F-HRTimeline
SCS Capital Management LLC29,288$1.53M0.02%+38113F-HRTimeline
Ironwood Financial, llc30,670$1.53M0.33%013F-HRTimeline
Curi Capital, LLC29,156$1.53M0.03%+6,32213F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…29,000$1.52M<0.01%new13F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…28,816$1.52M0.55%+113F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…28,895$1.51M0.24%+63013F-HRTimeline
Valmark Advisers, Inc.28,884$1.51M0.02%+94513F-HRTimeline
True Vision MN LLC28,825$1.51M0.83%-1,19413F-HRTimeline
MIdWestOne Financial Group, Inc.28,816$1.51M0.2%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC28,667$1.5M0.36%-5,28813F-HRTimeline
Ipsen Advisor Group LLC28,648$1.5M1.14%+90913F-HRTimeline
Advisors Capital Management, LLC28,608$1.5M0.02%+79813F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC28,539$1.49M0.12%+8013F-HRTimeline
Dynamic Advisor Solutions LLC28,481$1.49M0.05%-51313F-HRTimeline
PSI Advisors, LLC28,388$1.49M0.73%-1,88513F-HRTimeline
MMA ASSET MANAGEMENT LLC28,048$1.47M0.56%-38913F-HRTimeline
SVB WEALTH LLC27,951$1.46M0.08%-6,52413F-HRTimeline
Leslie Global Wealth, LLC27,852$1.46M0.78%-1,18713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC27,791$1.46M0.02%013F-HRTimelineGroup
Smith Salley Wealth Management27,655$1.45M0.08%+1,80213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.27,578$1.44M0.1%-60613F-HRTimelineGroup
Tranquility Partners, LLC27,555$1.44M0.52%013F-HRTimeline
MKT Advisors LLC27,390$1.44M0.57%+5413F-HRTimeline
Clarity Wealth Advisors, LLC27,395$1.43M0.35%-1,29113F-HRTimeline
Peoples Bank/KS27,323$1.43M0.96%-7,51213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…27,280$1.43M<0.01%+56313F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV28,789$1.42M0.67%-2,64013F-HRTimeline
Tradition Wealth Management, LLC26,873$1.41M0.11%-59813F-HRTimeline
Rollins Financial Advisors, LLC26,711$1.4M0.22%-1,30813F-HRTimeline
Certified Advisory Corp26,654$1.4M0.15%+34113F-HRTimeline
Hennion & Walsh Asset Management, Inc.26,469$1.39M0.06%-72013F-HRTimeline
Bullock Wealth Management Group26,310$1.39M0.73%+65513F-HRTimeline
SP Asset Management LLC26,456$1.39M0.11%-4,84713F-HRTimeline
Xcel Wealth Management, LLC26,438$1.38M0.39%013F-HRTimeline
SeaCrest Wealth Management, LLC26,404$1.38M0.15%-37913F-HRTimeline
WHITTIER TRUST CO26,399$1.38M0.02%013F-HRTimeline
Keebeck Wealth Management26,349$1.38M0.18%-1,22013F-HRTimeline
Soltis Investment Advisors LLC26,213$1.37M0.11%-1,64513F-HRTimeline
NWI MANAGEMENT LP26,000$1.36M0.13%013F-HR/ATimeline
Gold Investment Management Ltd.25,850$1.36M0.51%-28,76313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC25,955$1.36M0.25%-1,06413F-HRTimeline
Granite FO LLC25,920$1.36M0.77%013F-HRTimeline
Pinnacle Family Advisors, LLC25,983$1.35M0.66%-12,93413F-HRTimeline
Westbourne Investment Advisors, Inc.25,821$1.35M0.41%+65713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC25,811$1.35M1.11%+1213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC25,774$1.35M0.45%+2,94313F-HR/ATimeline
Good Life Advisors, LLC25,739$1.35M0.08%+3,30513F-HRTimeline
Breakwater Capital Group25,685$1.35M0.22%+69313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.25,642$1.34M0.01%+8,73713F-HRTimeline
RMR Wealth Builders25,524$1.34M0.12%-21313F-HRTimeline
HERBST GROUP, LLC25,519$1.34M0.8%-40013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.25,502$1.34M0.34%+4,60813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT25,467$1.33M0.48%+3,22913F-HRTimeline
HOWE & RUSLING INC25,465$1.33M0.1%+5,09713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC25,103$1.31M0.45%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV25,028$1.31M0.25%-45813F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC25,022$1.31M0.33%+14,07513F-HRTimeline
Edgestream Partners, L.P.24,910$1.3M0.04%+2,11013F-HRTimeline
TSFG, LLC24,860$1.3M0.24%-1,84313F-HRTimeline
Elm Partners Management LLC24,820$1.3M0.06%+11,54313F-HR/ATimeline
D.B. Root & Company, LLC24,792$1.3M0.38%-6,58713F-HRTimeline
Audent Global Asset Management, LLC24,781$1.3M0.93%+11713F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC24,760$1.3M0.69%-16,93013F-HRTimeline
Alexis Investment Partners, LLC24,950$1.3M0.56%+1,38613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,613$1.29M0.03%-19,82313F-HRTimeline
CAPE ANN SAVINGS BANK24,578$1.29M0.77%-89713F-HRTimeline
Verde Servicos Internacionais S.A.24,500$1.28M0.56%new13F-HRTimeline
DecisionMap Wealth Management, LLC24,444$1.28M0.88%+41013F-HRTimeline
VestGen Advisors, LLC24,336$1.27M0.05%+32013F-HRTimeline
PFS Partners, LLC24,308$1.27M0.64%+4413F-HRTimeline
Legacy Private Trust Co.24,246$1.27M0.08%+19,27213F-HRTimeline
APPLETON PARTNERS INC/MA24,172$1.27M0.09%-6613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.24,153$1.26M0.46%+54713F-HRTimeline
C2C Wealth Management, LLC24,107$1.26M1.14%-35313F-HRTimeline
First Business Financial Services, Inc.24,095$1.26M0.11%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp24,063$1.26M0.13%+1,73513F-HRTimelineGroup
SENTINEL TRUST CO LBA24,062$1.26M0.14%-52013F-HRTimeline