Skip to content
Disclosery

XLF SELECT SECTOR SPDR TR

Follow

SHS (fund)

1,826 managers (1,854 13F filers) reported a position in XLF shares at 2026-03-31, 754,837,179 shares in all. 100 filers opened a position and 220 filers sold out during the quarter.

Managers
1,826
13F filers
1,854
New
100
Added
654
Reduced
770
Sold out
220
Shares held by filers
754,837,179

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Windsor Capital Management, LLC37,001$1.83M0.51%-1,07413F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.36,929$1.82M0.37%+2,26513F-HRTimeline
PATTEN & PATTEN INC/TN36,821$1.82M0.11%+1,65513F-HRTimeline
Zhang Financial LLC36,807$1.82M0.06%-20,47213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC36,792$1.82M0.1%+5,22913F-HRTimeline
Advisors Capital Management, LLC36,731$1.81M0.02%-3,56913F-HRTimeline
GWN SECURITIES INC.36,638$1.81M0.35%+9,89713F-HRTimeline
IEQ CAPITAL, LLC36,491$1.8M0.01%+69313F-HRTimeline
Intellectus Partners, LLC36,326$1.79M0.37%+1,53313F-HRTimeline
MONETARY MANAGEMENT GROUP INC36,225$1.79M0.43%+1,00013F-HRTimeline
KFA Private Wealth Group, LLC36,159$1.79M0.43%-21913F-HRTimeline
SIG BROKERAGE, LP36,156$1.79M0.5%-39,89213F-HRTimeline
Circle Wealth Management, LLC36,141$1.78M0.03%-8,78413F-HRTimeline
Counterweight Ventures, LLC36,130$1.78M1%-20,65713F-HRTimeline
Northstar Advisory Group, LLC36,020$1.78M0.68%-95,25213F-HRTimeline
TWO SIGMA SECURITIES, LLC35,802$1.77M0.21%new13F-HRTimeline
Beacon Capital Management, Inc.35,723$1.76M0.1%-47,44413F-HR/ATimeline
Ameraudi Asset Management, Inc.35,666$1.76M0.96%-124,86513F-HRTimeline
Edgestream Partners, L.P.35,256$1.74M0.06%-48,82313F-HRTimeline
Advocate Investing Services LLC35,186$1.74M1.47%013F-HRTimeline
Black Maple Capital Management LP35,000$1.73M1.33%new13F-HRTimeline
Volterra Technologies LP34,970$1.73M1.23%+20,56013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…34,768$1.72M0.25%-5,02513F-HRTimeline
RCW Management, LLC34,591$1.71M1.75%013F-HRTimeline
Next Capital Management LLC34,508$1.7M0.52%+1,60413F-HRTimeline
Baker Avenue Asset Management, LP34,427$1.7M0.04%-1,85613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,338$1.7M0.09%+10313F-HRTimeline
Cladis Investment Advisory, LLC34,048$1.68M0.92%-39913F-HRTimeline
Phillips Wealth Planners LLC32,820$1.68M1.26%+1,31813F-HRTimeline
GFS Advisors, LLC33,838$1.67M0.21%-22,81813F-HR/ATimeline
Ruggiero Investments, Inc.33,825$1.67M1.61%+1,16613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC33,771$1.67M0.38%-69613F-HRTimeline
Curi Capital, LLC33,588$1.66M0.03%-113F-HRTimeline
Caption Management, LLC33,531$1.66M0.08%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC33,513$1.65M0.01%-61,74513F-HRTimelineGroup
Golden State Wealth Management, LLC33,506$1.65M0.18%-2,01513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33,489$1.65M0.04%-96,12813F-HRTimelineGroup
Jacobs Equity LLC31,815$1.65M1.48%-2,21713F-HRTimeline
Blue Chip Partners, LLC33,327$1.65M0.12%+2,08913F-HRTimeline
Paladin Wealth, LLC33,291$1.64M1.13%+4,13713F-HRTimeline
BBR PARTNERS, LLC33,237$1.64M0.09%+22,40413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC33,231$1.64M0.21%-2,48013F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC33,141$1.64M2.09%+2013F-HRTimeline
Williams Jones Wealth Management, LLC.33,093$1.63M0.02%013F-HRTimeline
Glen Eagle Advisors, LLC33,036$1.63M0.23%-37113F-HRTimeline
Y-Intercept (Hong Kong) Ltd32,941$1.63M0.03%-9,83113F-HRTimeline
Kingstone Capital Partners Texas, LLC32,894$1.62M1%+1813F-HRTimeline
Bank of Marin32,812$1.62M1.18%+82613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC32,699$1.61M0.06%new13F-HRTimelineGroup
McLaughlin Asset Management, Inc.32,627$1.61M1.54%+1,04813F-HRTimeline
INGALLS & SNYDER LLC32,616$1.61M0.06%-1,08213F-HRTimeline
LJI Wealth Management, LLC32,506$1.6M0.26%+44113F-HRTimeline
Journey Advisory Group, LLC32,468$1.6M0.14%+1,00013F-HRTimeline
One Wealth Map LLC30,795$1.6M0.78%-28313F-HRTimeline
Howard Capital Management Group, LLC32,254$1.59M0.11%-1,40413F-HRTimeline
Crestwood Advisors Group, LLC32,031$1.58M0.03%+24113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV30,559$1.58M0.57%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.31,749$1.57M1.19%-7513F-HRTimeline
TRUST CO OF OKLAHOMA31,435$1.55M0.45%+10,57513F-HRTimeline
Successful Portfolios LLC31,578$1.54M0.85%+213F-HRTimeline
Soltis Investment Advisors LLC31,198$1.54M0.1%+7,35413F-HRTimeline
Advyzon Investment Management, LLC30,927$1.53M0.14%+92013F-HRTimeline
Vertex Investment Solutions Co., Ltd.31,400$1.53M1.76%-7,40013F-HRTimeline
SYON CAPITAL LLC30,631$1.51M0.08%+3,26613F-HRTimeline
NWF Advisory Services Inc.30,538$1.51M0.17%-2,52113F-HRTimeline
Wedmont Private Capital29,442$1.51M0.05%-85813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding30,520$1.51M+9,581Timeline
ALLIANCEBERNSTEIN L.P.27,375$1.5M<0.01%+6,34813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA30,982$1.5M0.05%-78713F-HRTimelineGroup
FIRST HORIZON CORP30,221$1.49M0.06%+113F-HRTimeline
SMI Advisory Services, LLC29,891$1.49M0.25%-42,95113F-HRTimeline
Global Financial Private Client, LLC30,167$1.49M0.49%+73513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…29,915$1.48M0.05%-1,99013F-HR/ATimelineGroup
Mesirow Financial Investment Management…29,891$1.48M0.02%+4013F-HRTimeline
PRIVATE TRUST CO NA29,643$1.46M0.13%-1,15813F-HRTimeline
Roberts Wealth Advisors, LLC29,555$1.46M0.37%+1,61113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC29,539$1.46M0.11%013F-HRTimeline
Ipsen Advisor Group LLC29,431$1.45M1.02%+59413F-HRTimeline
VCI Wealth Management LLC29,360$1.45M0.4%+66913F-HRTimeline
LOWE BROCKENBROUGH & CO INC29,293$1.45M0.07%013F-HRTimeline
American Institute for Advanced Investm…29,258$1.44M0.94%-80513F-HRTimeline
Magnus Financial Group LLC29,207$1.44M0.12%-32,95713F-HRTimeline
PSI Advisors, LLC28,994$1.43M0.34%+5,29613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.28,777$1.42M0.47%+4,57113F-HRTimeline
DecisionMap Wealth Management, LLC28,769$1.42M0.92%+1,65713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC28,563$1.41M0.01%+8,49113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.28,521$1.41M0.05%+41513F-HRTimeline
Tranquility Partners, LLC28,517$1.41M0.53%-20013F-HRTimeline
CWA Asset Management Group, LLC28,495$1.41M0.05%-4,72213F-HRTimeline
Capitol Family Office, Inc.25,669$1.41M1.66%013F-HRTimeline
Westbourne Investment Advisors, Inc.28,316$1.4M0.41%+98513F-HRTimeline
Fulcrum Equity Management28,312$1.4M1.36%-10,05113F-HRTimeline
Hennion & Walsh Asset Management, Inc.28,238$1.39M0.05%+1,98913F-HRTimeline
APPLETON PARTNERS INC/MA28,200$1.39M0.1%-41813F-HRTimeline
Ring Mountain Capital, LLC27,988$1.38M0.76%-1,08313F-HRTimeline
City Center Advisors, LLC27,922$1.38M1.27%+65913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC27,830$1.37M0.29%-4,34713F-HRTimeline
Smith Salley Wealth Management27,807$1.37M0.07%+15213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp27,806$1.37M0.08%-20,28413F-HRTimelineGroup
Capital Investment Advisory Services, L…27,767$1.37M0.1%+9,91813F-HRTimeline
MMA ASSET MANAGEMENT LLC27,728$1.37M0.48%-69613F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…26,317$1.36M0.46%-24913F-HRTimeline
Relyea Zuckerberg Hanson LLC27,576$1.36M0.14%-37,35013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC27,297$1.35M<0.01%-5813F-HRTimelineGroup
SeaCrest Wealth Management, LLC27,202$1.34M0.14%-613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd27,123$1.34M0.02%new13F-HRTimelineGroup
Tradition Wealth Management, LLC26,997$1.33M0.09%-48813F-HRTimeline
One Capital Management, LLC26,900$1.33M0.04%-2,05413F-HRTimeline
First Citizens Financial Corp26,824$1.32M0.63%+313F-HRTimeline
Glenview Trust Co26,721$1.32M0.02%+2,11713F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP26,699$1.32M0.04%new13F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding26,627$1.31M+2,613Timeline
Parkside Financial Bank & Trust26,576$1.31M0.1%013F-HRTimeline
LANARK FINANCIAL, INC.26,539$1.31M0.1%+5,12113F-HRTimeline
Ironwood Financial, llc26,492$1.31M0.23%-2,55813F-HRTimeline
Autumn Glory Partners, LLC26,461$1.31M0.48%-41013F-HRTimeline
Point Windward Advisors Inc.26,381$1.3M0.65%+57213F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp26,271$1.3M<0.01%+64913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.26,262$1.3M0.08%+6013F-HRTimelineGroup
Vise Technologies, Inc.23,639$1.29M0.03%013F-HRTimeline
WHITTIER TRUST CO25,947$1.29M0.01%-4,66713F-HRTimeline
CERTUITY, LLC26,197$1.29M0.08%-95513F-HRTimeline
MKT Advisors LLC25,715$1.28M0.43%+26913F-HRTimeline
Bullock Wealth Management Group25,933$1.28M0.64%-1,98813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP25,825$1.27M0.09%+1,26913F-HRTimeline
Wilmington Savings Fund Society, FSB25,710$1.27M0.03%+89913F-HRTimeline
Polaris Investment Advisors, LLC25,592$1.26M0.92%013F-HRTimeline
SP Asset Management LLC25,544$1.26M0.11%+3913F-HRTimeline
Keebeck Wealth Management25,242$1.25M0.14%013F-HRTimeline
Providence First Trust Co25,174$1.24M0.44%-17,80913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC25,022$1.24M0.22%-13513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.25,000$1.23M<0.01%-393,40013F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV24,924$1.23M0.22%+66713F-HRTimeline
Allie Family Office LLC24,792$1.22M0.53%+2,44413F-HR/ATimeline
TSFG, LLC24,664$1.22M0.18%-5913F-HRTimeline
Valmark Advisers, Inc.24,610$1.21M0.01%-1,86013F-HRTimeline
Asset One Wealth Management LLC23,113$1.21M0.13%+44613F-HRTimeline
Xcel Wealth Management, LLC24,438$1.21M0.34%-2,00013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT24,405$1.2M0.36%+86713F-HRTimeline
SBI Okasan Asset Management Co.Ltd.24,820$1.2M0.05%new13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.24,800$1.2M0.21%-146,80013F-HRTimeline
Mattson Financial Services, LLC24,164$1.19M0.28%-30613F-HRTimeline
Tempo Wealth, LLC24,136$1.19M0.21%+1,97513F-HRTimeline
PETERSON WEALTH MANAGEMENT24,126$1.19M0.69%+38013F-HRTimeline
First Business Financial Services, Inc.24,095$1.19M0.11%013F-HRTimeline
Stonebrook Private Inc.24,072$1.19M0.25%-83813F-HRTimeline
CAPE ANN SAVINGS BANK23,909$1.18M0.59%-12413F-HRTimeline
Ranch Capital Advisors Inc.23,811$1.18M0.43%-16113F-HRTimeline
LANDAAS & CO /WI /ADV23,786$1.17M0.26%+45113F-HRTimeline
Breakwater Capital Group23,780$1.17M0.16%-1,28913F-HRTimeline
CHILTON INVESTMENT CO INC.23,717$1.17M0.03%013F-HRTimeline
Nova Wealth Management, Inc.23,619$1.17M0.76%+68313F-HRTimeline
Navis Wealth Advisors, LLC23,539$1.16M0.59%-28713F-HRTimeline
PFS Partners, LLC23,539$1.16M0.53%-75813F-HRTimeline
C2C Wealth Management, LLC23,193$1.15M0.97%-69513F-HRTimeline
Sherman Asset Management, Inc.23,048$1.14M1.05%+7,64913F-HRTimeline
Eagle Capital Management, LLC23,026$1.14M0.45%-38013F-HRTimeline
ARDSLEY ADVISORY PARTNERS LP23,000$1.14M0.17%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp22,832$1.13M0.11%013F-HRTimelineGroup
Audent Global Asset Management, LLC16,824$1.12M1.11%-6,79513F-HRTimeline
Gallacher Capital Management LLC22,534$1.11M0.43%-8,65213F-HRTimeline
71 West Capital Partners22,488$1.11M0.05%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,432$1.11M0.02%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.22,400$1.11M0.01%new13F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC22,399$1.11M0.12%-15,16913F-HRTimeline
SCS Capital Management LLC22,345$1.1M0.01%-8,34813F-HRTimeline
Ally Invest Advisors Inc.22,323$1.1M0.07%+5313F-HRTimeline
Koshinski Asset Management, Inc.22,297$1.1M0.07%-37713F-HRTimeline
Connecticut Wealth Management, LLC22,268$1.1M0.05%+10,86213F-HRTimeline
Verdence Capital Advisors LLC22,267$1.1M0.06%-47613F-HRTimeline
Kessler Investment Group, LLC22,167$1.09M0.52%+5,13413F-HRTimeline
SAX WEALTH ADVISORS, LLC19,930$1.09M0.05%-50913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO19,839$1.09M0.1%013F-HRTimelineGroup
Certified Advisory Corp21,940$1.08M0.1%-4,16513F-HRTimeline
Core Wealth Partners LLC21,756$1.07M0.5%+7,11513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…21,755$1.07M<0.01%-1,77713F-HRTimelineGroup
Occidental Asset Management, LLC21,690$1.07M0.13%+2,01313F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…21,684$1.07M0.44%-24513F-HRTimeline
M.E. ALLISON & CO., INC.21,637$1.07M0.71%+1,00413F-HRTimeline
Curat Global, LLC21,628$1.07M1.05%013F-HRTimeline
Bluesphere Advisors LLC21,613$1.07M0.38%+5,67713F-HRTimeline
Vilga Financial Planning LLC21,555$1.06M0.95%-59213F-HRTimeline
Summit Trail Advisors, LLC21,553$1.06M0.02%+11,93613F-HRTimeline
Compound Planning, Inc.21,495$1.06M0.03%-21,93113F-HRTimeline
WORLD EQUITY GROUP, INC.21,235$1.05M0.27%-23513F-HRTimeline
Retirement Planning Group, LLC21,229$1.05M0.03%+3,33313F-HRTimeline
Rossby Financial, LCC21,097$1.04M0.22%+18,19013F-HRTimeline
FIRST MANHATTAN CO. LLC.21,075$1.04M<0.01%+76913F-HRTimeline
HBK Sorce Advisory LLC20,271$1.04M0.02%+95013F-HRTimeline
SENTINEL TRUST CO LBA21,018$1.04M0.1%-58813F-HRTimeline
Claro Advisors Inc.20,973$1.04M0.12%+1,97613F-HRTimeline
APS Management Group, Inc.20,958$1.03M0.89%+1,32513F-HRTimeline
Cardinal Point Capital Management ULC20,887$1.03M0.06%new13F-HRTimeline
American Financial Advisors, LLC20,718$1.02M0.14%-43013F-HRTimeline
Pinnacle Family Advisors, LLC20,707$1.02M0.48%-12,24013F-HRTimeline
Modern Wealth Management, LLC20,538$1.02M0.02%-22,45813F-HRTimeline
Alteri Wealth LLC20,479$1.01M0.33%-39413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC20,373$1.01M0.08%new13F-HRTimeline
Olympiad Research LP20,373$1.01M3.06%new13F-HRTimeline
Financial Engines Advisors L.L.C.20,342$1M<0.01%+41613F-HRTimeline