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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
ADVISORS MANAGEMENT GROUP INC /ADV25,486$1.27M0.28%+2,20013F-HRTimeline
CAPE ANN SAVINGS BANK25,475$1.27M0.8%-13513F-HRTimeline
EHRLICH FINANCIAL GROUP25,288$1.26M0.92%+18,71513F-HRTimeline
Westbourne Investment Advisors, Inc.25,164$1.25M0.45%+1,56013F-HRTimeline
Breakwater Capital Group24,992$1.24M0.22%+1,29413F-HRTimeline
DAVIS R M INC24,910$1.24M0.02%-4,01113F-HRTimeline
NWF Advisory Services Inc.24,890$1.24M0.17%-1,58513F-HRTimeline
SYON CAPITAL LLC24,845$1.24M0.1%+8,76913F-HRTimeline
Audent Global Asset Management, LLC24,664$1.23M1.01%-3,40413F-HRTimeline
Latitude Advisors, LLC24,643$1.23M0.71%new13F-HRTimeline
Flywheel Private Wealth LLC24,618$1.23M1.12%013F-HRTimeline
SENTINEL TRUST CO LBA24,582$1.22M0.14%-97813F-HRTimeline
C2C Wealth Management, LLC24,460$1.22M1.14%-9713F-HRTimeline
Csenge Advisory Group26,116$1.22M0.07%-7,52713F-HRTimeline
Compound Planning, Inc.24,360$1.21M0.06%+17,13813F-HRTimeline
PFS Partners, LLC24,264$1.21M0.64%-8,13813F-HRTimeline
APPLETON PARTNERS INC/MA24,238$1.21M0.09%-2,40213F-HRTimeline
MKT Advisors LLC27,336$1.21M0.57%+39313F-HRTimeline
First Business Financial Services, Inc.24,095$1.2M0.12%013F-HRTimeline
Larson Financial Group LLC24,045$1.2M0.06%-32,00713F-HRTimeline
DecisionMap Wealth Management, LLC24,034$1.2M0.91%new13F-HRTimeline
VestGen Advisors, LLC24,016$1.2M0.05%13F-HRTimeline
Ballentine Partners, LLC23,989$1.19M0.02%new13F-HRTimeline
Luminist Capital LLC23,910$1.19M1.28%+14,19713F-HRTimeline
Worth Asset Management, LLC23,797$1.19M0.65%-2,41813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.23,606$1.18M0.46%+7113F-HRTimeline
Capitol Family Office, Inc.23,548$1.17M1.66%new13F-HR/ATimeline
CHILTON INVESTMENT CO INC.23,500$1.17M0.03%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC23,489$1.17M0.01%-8,97213F-HRTimelineGroup
Alexis Investment Partners, LLC23,564$1.16M0.55%new13F-HRTimeline
WESBANCO BANK INC23,217$1.16M0.04%-63213F-HRTimeline
Nova Wealth Management, Inc.23,095$1.15M0.99%+4,90613F-HR/ATimeline
WASHBURN CAPITAL MANAGEMENT, INC.23,010$1.15M0.75%+16,07213F-HR/ATimeline
Davies Financial Advisors, Inc.22,994$1.15M0.98%-39713F-HRTimeline
GERMAN AMERICAN BANCORP, INC.22,991$1.15M0.12%-2,00013F-HRTimeline
Journey Advisory Group, LLC22,958$1.14M0.09%+19913F-HRTimeline
McCollum Christoferson Group LLC22,930$1.14M0.35%+2,80013F-HRTimeline
OBSIDIAN CIO, LLC22,930$1.14M0.19%+6,50413F-HRTimeline
Madison Park Capital Advisors, LLC22,904$1.14M1%-39613F-HRTimeline
Lunt Capital Management, Inc.22,871$1.14M0.41%new13F-HRTimeline
GPS Wealth Strategies Group, LLC22,859$1.14M0.15%-3213F-HRTimeline
Curi Capital, LLC22,834$1.14M0.03%-2,53113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC22,831$1.14M0.45%-23813F-HRTimeline
Edgestream Partners, L.P.22,800$1.14M0.04%-22,82213F-HRTimeline
Allie Family Office LLC22,738$1.13M0.62%-70713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC22,660$1.13M0.04%-31013F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.22,539$1.12M0.51%-19113F-HRTimeline
RATIONAL ADVISORS, INC.22,517$1.12M0.11%+5,53113F-HRTimeline
RPG Investment Advisory, LLC22,446$1.12M0.08%+11,31013F-HRTimeline
Good Life Advisors, LLC22,434$1.12M0.08%+8,12513F-HRTimeline
Bell Bank22,347$1.11M0.06%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp22,328$1.11M0.12%-8,40513F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC22,283$1.11M0.1%-1,29313F-HRTimeline
Prestige Wealth Management Group LLC22,250$1.11M0.24%-2,57313F-HR/ATimeline
PENOBSCOT WEALTH MANAGEMENT22,238$1.11M0.47%+5,48613F-HRTimeline
Koshinski Asset Management, Inc.22,206$1.11M0.09%+7,01413F-HRTimeline
Global Financial Private Client, LLC22,119$1.1M0.42%+17513F-HRTimeline
Ranch Capital Advisors Inc.22,109$1.1M0.52%-53913F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…22,103$1.1M0.56%-63,51413F-HRTimeline
WorthPointe, LLC22,076$1.1M0.5%-72013F-HRTimeline
Ally Invest Advisors Inc.21,953$1.09M0.09%-36513F-HRTimeline
Eagle Capital Management, LLC21,834$1.09M0.48%+41213F-HRTimeline
Grantvest Financial Group LLC21,652$1.08M0.87%+6,29713F-HRTimeline
Trivium Point Advisory, LLC21,625$1.08M0.13%+15,70813F-HRTimeline
Brookwood Investment Group LLC21,588$1.08M0.18%13F-HRTimeline
CERTUITY, LLC21,565$1.07M0.11%+15,44513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC21,392$1.07M0.22%-3,13213F-HRTimeline
Autumn Glory Partners, LLC21,380$1.06M0.53%+14,68213F-HRTimeline
Procyon Advisors, LLC21,274$1.06M0.06%+1,03413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding21,251$1.06M+599Timeline
American Financial Advisors, LLC21,212$1.06M0.15%+1,48113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC21,089$1.05M0.6%+20313F-HRTimeline
Curat Global, LLC20,904$1.04M1.27%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.20,894$1.04M0.29%+3,56313F-HRTimeline
Alteri Wealth LLC20,811$1.04M0.46%+1,07713F-HRTimeline
Sound Income Strategies, LLC20,678$1.03M0.06%+4,91613F-HRTimeline
Avidian Wealth Enterprises, LLC20,673$1.03M0.05%+40913F-HRTimeline
Phillips Wealth Planners LLC22,045$1.03M1.09%-6,76113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp20,585$1.03M0.07%-84113F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS20,569$1.02M0.04%-5,60713F-HRTimelineGroup
Lokken Investment Group LLC20,501$1.02M0.43%+15,01613F-HRTimeline
LVZ, Inc.20,418$1.02M0.13%+30513F-HRTimeline
N.E.W. Advisory Services LLC20,382$1.02M0.08%+55713F-HRTimeline
Iyo Bank, Ltd.20,387$1.01M0.33%new13F-HRTimeline
HOWE & RUSLING INC20,368$1.01M0.09%+3,47013F-HRTimeline
FIRST MANHATTAN CO. LLC.20,362$1.01M<0.01%-12713F-HRTimeline
Aveo Capital Partners, LLC20,489$1.01M0.17%+10,09013F-HRTimeline
Strategic Blueprint, LLC20,316$1.01M0.06%+67013F-HRTimeline
FineMark National Bank & Trust20,255$1.01M0.04%+6,16613F-HRTimeline
Parkside Advisors LLC20,229$1.01M0.24%013F-HRTimeline
Point Windward Advisors Inc.20,214$1.01M0.4%+60913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,189$1.01M0.18%-94113F-HRTimeline
KG Capital Management20,064$999K0.32%-18913F-HRTimeline
UNION SAVINGS BANK20,028$998K0.49%013F-HRTimeline
Aft, Forsyth & Sober, LLC20,000$996K0.35%013F-HRTimeline
Stonebrook Private Inc.19,962$994K0.26%-11013F-HRTimeline
Falcon Wealth Planning19,924$992K0.11%+113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC19,805$986K0.21%-4413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC19,778$985K0.04%-3,37413F-HRTimelineGroup
RoundAngle Advisors LLC19,732$983K0.9%+2,58613F-HRTimeline
Beaumont Financial Advisors, LLC19,687$981K0.08%+2,61913F-HRTimeline
Zhang Financial LLC19,662$979K0.05%+1,16413F-HRTimeline
Lansing Street Advisors19,373$965K0.32%+11,72413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC19,205$957K0.04%-2313F-HRTimeline
QUADRANT CAPITAL GROUP LLC19,198$956K0.04%-3,91513F-HRTimeline
SOA Wealth Advisors, LLC.19,100$951K0.2%+3413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,044$949K0.01%-39413F-HR/ATimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …19,030$948K0.12%013F-HRTimelineGroup
BluePointe Capital Management, LLC18,961$944K0.36%+11,41613F-HRTimeline
Caliber Wealth Management, LLC / KS18,912$942K0.13%13F-HRTimeline
LRI Investments, LLC18,807$937K0.09%+1,34813F-HRTimeline
Modern Wealth Management, LLC18,781$935K0.03%+35113F-HR/ATimeline
Investment Advisory Group, LLC18,667$930K0.31%+79213F-HRTimeline
Park Edge Advisors, LLC18,659$929K0.26%-45,05213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP18,655$929K0.15%-1,06413F-HRTimeline
TRUST POINT INC.18,498$921K0.08%+32413F-HRTimeline
Taylor & Morgan Wealth Management, LLC18,482$921K0.69%-50513F-HRTimeline
SAX WEALTH ADVISORS, LLC18,433$918K0.07%+2713F-HRTimeline
Kagan Cocozza Asset Management18,386$916K0.75%-40513F-HRTimeline
RWA WEALTH PARTNERS, LLC18,300$912K0.01%-58613F-HRTimeline
Legacy Capital Group California, Inc.18,295$911K0.32%+4,27513F-HRTimeline
Glenview Trust Co18,235$908K0.02%-1,08813F-HR/ATimeline
BRASS TAX WEALTH MANAGEMENT, INC18,215$907K0.19%+1,92813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,888$907K0.1%+3,78713F-HRTimeline
Arete Wealth Advisors, LLC18,117$902K0.07%+6,71213F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,094$901K0.19%new13F-HRTimeline
Harvest Investment Services, LLC18,093$901K0.25%new13F-HRTimeline
Powell Investment Advisors, LLC18,089$901K0.44%+2613F-HRTimeline
HEADINVEST, LLC17,987$896K0.17%-10013F-HRTimeline
PITCAIRN COin group PITCAIRN CO17,941$894K0.05%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,927$893K<0.01%-1,42013F-HRTimelineGroup
HBK Sorce Advisory LLC17,924$893K0.03%-3,10613F-HRTimeline
Pettinga Financial Advisors LLC17,865$890K0.21%+47213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC17,745$884K1%+33413F-HRTimeline
Charter Oak Capital Management, LLC17,729$883K0.08%+3713F-HRTimeline
Union Bancaire Privee, UBP SA17,928$881K0.02%-54,06713F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP17,660$880K0.03%-238,94013F-HR/ATimeline
SBI Securities Co., Ltd.17,637$878K0.03%-61913F-HRTimeline
Beacon Financial Advisory LLC17,564$875K0.27%+1,62613F-HRTimeline
Sovran Advisors, LLC18,631$869K0.11%+9,40413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC17,429$868K0.1%+5,87113F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC17,398$867K0.19%013F-HRTimeline
Financial & Tax Architects, LLC17,351$864K0.22%+2,08813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC17,210$857K0.5%+4813F-HRTimeline
Steele Capital Management, Inc.17,160$855K0.04%-33413F-HRTimeline
SMITH, MOORE & CO.17,108$852K0.08%-19613F-HRTimeline
Signature Wealth Management Partners, L…17,094$851K0.56%+4213F-HRTimeline
Wealthstar Advisors, LLC17,071$850K0.39%+91613F-HRTimeline
Prostatis Group LLC17,071$850K0.27%-4,07813F-HRTimeline
Cassaday & Co Wealth Management LLC17,052$849K0.02%-2813F-HRTimeline
Finley Financial, LLC17,435$849K0.47%-4,47513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,036$849K0.02%-68113F-HRTimeline
MRWM Advisors, LLC16,978$846K0.59%+9,55413F-HRTimeline
PEAK FINANCIAL ADVISORS LLC16,937$844K0.43%+8013F-HRTimeline
M.E. ALLISON & CO., INC.16,923$843K0.83%+23613F-HRTimeline
O'ROURKE & COMPANY, Inc16,915$843K0.42%+63813F-HRTimeline
Heritage Wealth Advisors16,909$842K0.04%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,905$842K0.01%-3,24813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.16,829$838K0.09%-2,02813F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC16,821$838K0.22%+3,00013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC16,707$832K0.7%+47013F-HRTimeline
Balboa Wealth Partners16,662$830K0.2%+10813F-HRTimeline
Core Wealth Partners LLC16,640$829K0.48%+3,40213F-HRTimeline
Centiva Capital, LP16,600$827K0.05%-18,80013F-HRTimeline
Thomasville National Bank16,562$825K0.06%013F-HRTimeline
REBALANCE, LLC16,534$824K0.06%+5813F-HRTimeline
INVESTMENT PARTNERS, LTD.16,514$823K0.34%013F-HRTimeline
First National Trust Co16,436$819K0.03%+76113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…16,394$817K0.14%+3,44513F-HRTimeline
CHICAGO TRUST Co NA16,351$814K0.14%+50113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp16,291$811K0.04%-1,71313F-HRTimelineGroup
V2 Financial group LLC16,261$810K0.52%-4,10213F-HRTimeline
Blue Trust, Inc.16,252$810K0.01%+6,99813F-HRTimeline
Waldron Private Wealth LLC16,214$808K0.04%+4,58913F-HRTimeline
Coastline Trust Co16,183$806K0.1%+35813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wilson & Boucher Capital Management, LLC16,125$803K0.6%+3,47513F-HRTimeline
Gateway Wealth Partners, LLC16,118$803K0.18%new13F-HRTimeline
LYNCH & ASSOCIATES/IN16,075$801K0.17%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC16,074$801K0.06%013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…16,022$795K0.82%new13F-HRTimeline
NAPA WEALTH MANAGEMENT15,918$793K0.45%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA15,860$790K0.22%013F-HRTimeline
Montecito Bank & Trust15,849$789K0.14%-5013F-HRTimeline
Legacy Wealth Management, LLC15,773$786K0.05%-35213F-HRTimeline
ADIRONDACK TRUST CO15,654$780K0.3%+19913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP15,629$778K0.06%+41413F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,616$778K0.03%+6,40513F-HRTimeline
Capital Investment Advisory Services, L…15,612$778K0.07%-64613F-HRTimeline
Beaumont Asset Management, L.L.C.15,605$777K0.47%+23513F-HRTimeline
Prepared Retirement Institute LLC15,524$773K0.49%+6,34113F-HRTimeline
Quadcap Wealth Management, LLC15,499$772K0.11%-25213F-HRTimeline
Goelzer Investment Management, Inc.15,490$772K0.04%+2813F-HR/ATimeline
Worth Financial Advisory Group, LLC15,487$771K0.49%+28413F-HRTimeline
Mission Creek Capital Partners, Inc.15,407$767K0.19%-39013F-HRTimeline
Goodman Advisory Group, LLC15,389$767K0.23%-3,38613F-HR/ATimeline
DONALDSON CAPITAL MANAGEMENT, LLC15,309$763K0.03%+1,24013F-HRTimeline
Interchange Capital Partners, LLC15,307$762K0.21%+6,21713F-HRTimeline
Manhattan West Asset Management, LLC15,279$761K0.19%+86413F-HRTimeline
Astra Wealth Partners LLC15,201$757K0.72%+12613F-HRTimeline
Greystone Financial Group, LLC15,132$754K0.14%new13F-HRTimeline