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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
OneAscent Financial Services LLCgroup of 2 filers holding23,968$1.26M-2,749Timeline
Csenge Advisory Group24,402$1.24M0.07%-1,71413F-HRTimeline
Capitol Family Office, Inc.23,714$1.24M1.62%+16613F-HRTimeline
WESBANCO BANK INC23,667$1.24M0.04%+45013F-HRTimeline
Ranch Capital Advisors Inc.23,517$1.23M0.53%+1,40813F-HRTimeline
CHILTON INVESTMENT CO INC.23,500$1.23M0.03%013F-HRTimeline
GWN SECURITIES INC.23,460$1.23M0.23%-31,81613F-HRTimeline
Lynx Investment Advisory23,321$1.22M0.8%-42,93513F-HRTimeline
Bryn Mawr Trust Advisors, LLC23,120$1.21M0.07%-8,55813F-HRTimeline
INTEGRITY ALLIANCE, LLC.23,111$1.21M0.07%+7,49513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC23,005$1.2M0.12%+5,57613F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC22,513$1.2M0.91%-30,40013F-HRTimeline
Eagle Capital Management, LLC22,767$1.19M0.52%+93313F-HRTimeline
American Financial Advisors, LLC22,751$1.19M0.17%+1,53913F-HRTimeline
Allie Family Office LLC22,698$1.19M0.59%-4013F-HRTimeline
Phillips Wealth Planners LLC22,743$1.19M1.08%+69813F-HRTimeline
Financial Engines Advisors L.L.C.22,464$1.18M<0.01%+15,50513F-HRTimeline
WORLD EQUITY GROUP, INC.22,449$1.18M0.32%-9,07813F-HRTimeline
Autumn Glory Partners, LLC22,380$1.17M0.55%+1,00013F-HRTimeline
Ally Invest Advisors Inc.22,372$1.17M0.09%+41913F-HRTimeline
Centric Wealth Management22,528$1.17M0.28%-53,10213F-HRTimeline
GPS Wealth Strategies Group, LLC22,241$1.16M0.13%-61813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC22,231$1.16M0.04%-42913F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…22,139$1.16M0.54%+3613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC22,133$1.16M0.58%+4,92313F-HRTimeline
Quantessence Capital LLC22,074$1.16M0.34%-37,08113F-HRTimeline
Verdence Capital Advisors LLC22,005$1.15M0.08%-5,74213F-HRTimeline
Arete Wealth Advisors, LLC21,963$1.15M0.08%+3,84613F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.21,956$1.15M0.48%-58313F-HRTimeline
Galvin, Gaustad & Stein, LLC21,879$1.15M0.1%-40413F-HRTimeline
Avidian Wealth Enterprises, LLC21,841$1.14M0.05%+1,16813F-HRTimeline
Bell Bank21,812$1.14M0.05%-53513F-HRTimeline
FineMark National Bank & Trust21,807$1.14M0.04%+1,55213F-HRTimeline
Curat Global, LLC21,628$1.13M1.08%+72413F-HR/ATimeline
CHICAGO TRUST Co NA21,621$1.13M0.16%+5,27013F-HRTimeline
LVZ, Inc.21,566$1.13M0.14%+1,14813F-HRTimeline
Flywheel Private Wealth LLC21,560$1.13M0.91%-3,05813F-HRTimeline
Point Windward Advisors Inc.21,529$1.13M0.51%+1,31513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.21,438$1.12M0.11%-1,55313F-HRTimeline
LANDAAS & CO /WI /ADV21,431$1.12M0.27%new13F-HRTimeline
Carr Financial Group Corp21,413$1.12M0.33%+7,01613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC21,324$1.12M0.33%-11,10413F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding21,251$1.11M0Timeline
RATIONAL ADVISORS, INC.21,069$1.1M0.11%-1,44813F-HRTimeline
Encompass More Asset Management20,920$1.1M0.26%-39,54813F-HRTimeline
Alteri Wealth LLC20,909$1.09M0.42%+9813F-HRTimeline
Nova Wealth Management, Inc.20,731$1.09M0.8%-2,36413F-HRTimeline
DAVIS R M INC20,699$1.08M0.02%-4,21113F-HRTimeline
First Citizens Financial Corp20,691$1.08M0.6%+12,19313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC20,657$1.08M0.54%-43213F-HRTimeline
Larson Financial Group LLC20,610$1.08M0.04%-3,43513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS20,580$1.08M0.04%+1113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC20,572$1.08M0.01%+1,52813F-HR/ATimelineGroup
ROMAN BUTLER FULLERTON & CO19,997$1.07M0.31%+10,85313F-HRTimeline
Legacy Capital Group California, Inc.20,373$1.07M0.3%+2,07813F-HRTimeline
Modern Wealth Management, LLC20,353$1.07M0.03%+1,57213F-HR/ATimeline
Rothschild Capital Partners, LLC20,320$1.06M0.28%-23,45013F-HRTimeline
Parkside Advisors LLC20,229$1.06M0.23%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,189$1.06M0.18%013F-HRTimeline
Grantvest Financial Group LLC20,188$1.06M0.78%-1,46413F-HRTimeline
N.E.W. Advisory Services LLC20,137$1.05M0.1%-24513F-HRTimeline
RoundAngle Advisors LLC20,089$1.05M0.88%+35713F-HRTimeline
KG Capital Management20,021$1.05M0.31%-4313F-HRTimeline
Aft, Forsyth & Sober, LLC20,000$1.05M0.35%013F-HRTimeline
SAX WEALTH ADVISORS, LLC19,988$1.05M0.06%+1,55513F-HRTimeline
Intelligence Driven Advisers, LLC19,965$1.05M0.16%new13F-HRTimeline
Sovran Advisors, LLC19,761$1.03M0.11%+1,13013F-HRTimeline
Koshinski Asset Management, Inc.19,658$1.03M0.08%-2,54813F-HRTimeline
Financial & Tax Architects, LLC19,649$1.03M0.25%+2,29813F-HRTimeline
Blue Trust, Inc.19,647$1.03M0.01%+3,39513F-HRTimeline
M.E. ALLISON & CO., INC.19,428$1.02M0.82%+2,50513F-HRTimeline
Keystone Wealth Services, LLC19,384$1.02M0.24%+10,04113F-HRTimeline
HRT FINANCIAL LP19,371$1.01M<0.01%new13F-HRTimeline
Greystone Financial Group, LLC19,296$1.01M0.17%+4,16413F-HRTimeline
Azora Capital LP19,211$1.01M0.05%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp18,914$991K0.06%-1,67113F-HRTimelineGroup
UNION SAVINGS BANK18,856$987K0.45%-1,17213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,896$982K0.09%+813F-HRTimeline
Harvest Investment Services, LLC18,725$981K0.22%+63213F-HRTimeline
Ballentine Partners, LLC18,618$975K0.01%-5,37113F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,598$974K0.18%+50413F-HRTimeline
Taylor & Morgan Wealth Management, LLC18,590$974K0.66%+10813F-HRTimeline
Stonebrook Private Inc.18,581$973K0.23%-1,38113F-HRTimeline
SOA Wealth Advisors, LLC.18,567$972K0.18%-53313F-HRTimeline
CERTUITY, LLC18,561$972K0.09%-3,00413F-HRTimeline
Kagan Cocozza Asset Management18,336$960K0.74%-5013F-HRTimeline
Wealthstar Advisors, LLC18,333$960K0.36%+1,26213F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP18,256$956K0.02%+59613F-HRTimeline
Lansing Street Advisors18,219$954K0.28%-1,15413F-HRTimeline
Falcon Wealth Planning18,188$952K0.1%-1,73613F-HRTimeline
Investment Advisory Group, LLC18,187$952K0.29%-48013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP18,184$952K0.14%-47113F-HRTimeline
TRUST POINT INC.18,174$952K0.09%-32413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…18,144$950K0.12%+1,75013F-HRTimeline
J HAGAN CAPITAL, INC.18,130$950K0.64%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,134$950K0.02%+1,09813F-HRTimeline
Powell Investment Advisors, LLC18,114$949K0.36%+2513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC18,058$946K<0.01%+13113F-HR/ATimelineGroup
PITCAIRN COin group PITCAIRN CO17,941$940K0.06%013F-HR/ATimelineGroup
Retirement Planning Group, LLC17,932$939K0.04%+11,10813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC17,875$936K0.18%-34013F-HRTimeline
Union Bancaire Privee, UBP SA17,928$929K0.01%013F-HRTimeline
Glenview Trust Co17,723$928K0.02%-51213F-HRTimeline
City Center Advisors, LLC17,664$925K0.99%-21,05413F-HRTimeline
Waldron Private Wealth LLC17,595$921K0.04%+1,38113F-HRTimeline
Claro Advisors Inc.17,558$920K0.15%-41,31313F-HRTimeline
Beacon Financial Advisory LLC17,544$919K0.24%-2013F-HRTimeline
Cassaday & Co Wealth Management LLC17,529$918K0.02%+47713F-HRTimeline
Advyzon Investment Management, LLC17,515$917K0.2%-12,20413F-HRTimeline
LRI Investments, LLC17,459$914K0.08%-1,34813F-HRTimeline
Finley Financial, LLC17,435$913K0.46%013F-HRTimeline
RWA WEALTH PARTNERS, LLC17,410$912K0.01%-89013F-HRTimeline
RIVERSEDGE ADVISORS, LLC17,398$911K0.18%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,396$911K0.02%+5,60413F-HRTimeline
MRWM Advisors, LLC17,258$904K0.57%+28013F-HRTimeline
O'ROURKE & COMPANY, Inc17,196$901K0.42%+28113F-HRTimeline
IBEX WEALTH ADVISORS17,169$899K0.1%-18,68413F-HRTimeline
HBK Sorce Advisory LLC17,168$899K0.02%-75613F-HRTimeline
Steele Capital Management, Inc.17,160$899K0.04%013F-HRTimeline
SAPIENT CAPITAL LLC17,152$898K0.02%+8,45313F-HRTimeline
Signature Wealth Management Partners, L…17,135$897K0.51%+4113F-HRTimeline
Wilson & Boucher Capital Management, LLC17,125$897K0.63%+1,00013F-HRTimeline
HEADINVEST, LLC17,102$896K0.19%-88513F-HRTimeline
SYON CAPITAL LLC17,079$894K0.06%-7,76613F-HRTimeline
EPG Wealth Management LLC17,046$893K0.27%-10,77613F-HRTimeline
Icon Wealth Advisors, LLC17,038$892K0.06%+6,07213F-HRTimeline
Heritage Wealth Advisors16,909$886K0.04%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC16,907$885K0.67%+20013F-HRTimeline
MITCHELL SINKLER & STARR/PA16,860$883K0.42%+1,00013F-HRTimeline
INVESTMENT PARTNERS, LTD.16,825$881K0.33%+31113F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC16,821$881K0.2%013F-HRTimeline
TRUST CO OF OKLAHOMA16,773$878K0.28%+4,03313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC16,740$877K0.03%-2,46513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.16,732$876K0.09%-9713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC16,724$876K0.06%+65013F-HRTimeline
Strategic Blueprint, LLC16,664$873K0.04%-3,65213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC17,511$871K0.99%-23413F-HRTimeline
REBALANCE, LLC16,589$869K0.06%+5513F-HRTimeline
Thomasville National Bank16,562$867K0.06%013F-HRTimeline
Balboa Wealth Partners16,514$865K0.17%-14813F-HRTimeline
SMITH, MOORE & CO.16,491$864K0.07%-61713F-HRTimeline
V2 Financial group LLC16,261$852K0.51%013F-HRTimeline
SBI Securities Co., Ltd.16,201$848K0.02%-1,43613F-HRTimeline
Gateway Wealth Partners, LLC16,184$848K0.16%+6613F-HRTimeline
Coastline Trust Co16,183$848K0.1%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ascent Group, LLCin group Ascent Group, LLC15,919$834K0.03%-3,85913F-HRTimelineGroup
Parkside Financial Bank & Trust15,907$833K0.09%+1,23913F-HRTimeline
LYNCH & ASSOCIATES/IN15,875$831K0.17%-20013F-HRTimeline
Capital Investment Advisory Services, L…15,786$827K0.07%+17413F-HRTimeline
Beaumont Asset Management, L.L.C.15,737$824K0.44%+13213F-HRTimeline
Worth Financial Advisory Group, LLC15,694$822K0.5%+20713F-HRTimeline
Occidental Asset Management, LLC15,688$822K0.11%-40,87613F-HRTimeline
Madison Park Capital Advisors, LLC15,632$819K0.69%-7,27213F-HRTimeline
Kaizen Financial Strategies15,630$819K0.42%+1,08413F-HRTimeline
Luminist Capital LLC15,504$816K0.81%-8,40613F-HRTimeline
Mission Creek Capital Partners, Inc.15,504$812K0.18%+9713F-HRTimeline
ADIRONDACK TRUST CO15,506$812K0.29%-14813F-HRTimeline
Astra Wealth Partners LLC15,490$811K0.65%+28913F-HRTimeline
Quadcap Wealth Management, LLC15,487$811K0.1%-1213F-HRTimeline
SWMG, LLC15,179$806K0.27%+74313F-HRTimeline
Franklin Resourcesgroup of 2 filers holding15,365$805K-70,937Timeline
Sherman Asset Management, Inc.15,355$804K0.71%+6,45513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC15,324$803K0.03%+1513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT15,284$800K0.02%+6,48413F-HRTimeline
Goelzer Investment Management, Inc.15,268$800K0.04%-22213F-HRTimeline
Caliber Wealth Management, LLC / KS15,209$797K0.09%-3,70313F-HRTimeline
EQUITABLE TRUST CO15,169$794K0.04%+6,27613F-HRTimeline
BARINGS LLCin group BARINGS LLC15,150$793K0.02%-18,11513F-HRTimelineGroup
Axecap Investments, LLC15,132$792K0.52%new13F-HRTimeline
Anchor Investment Management, LLC15,128$792K0.07%+30013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,988$785K0.03%+413F-HRTimelineGroup
WEBSTER BANK, N. A.14,984$785K0.08%-5113F-HRTimeline
waypoint wealth counsel14,950$783K0.39%013F-HRTimeline
Proficio Capital Partners LLC481,866$782K0.05%+469,00113F-HRTimeline
Prepared Retirement Institute LLC14,912$781K0.46%-61213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,899$780K0.03%-1,39213F-HRTimelineGroup
Kathleen S. Wright Associates Inc.14,818$776K0.3%+413F-HRTimeline
VESTOR CAPITAL, LLC17,136$775K0.06%-1,970,66213F-HRTimeline
Wellington Capital Management, Inc.14,799$775K1.16%13F-HRTimeline
Hilltop National Bank14,727$771K0.2%13F-HRTimeline
Independent Advisor Alliance14,679$769K0.02%+7,27313F-HRTimeline
Investment Partners Asset Management, I…14,637$767K0.53%+9413F-HRTimeline
HOLDERNESS INVESTMENTS CO14,589$764K0.16%+60113F-HRTimeline
Slow Capital, Inc.14,546$762K0.09%013F-HRTimeline
Navis Wealth Advisors, LLC14,514$760K0.64%+813F-HRTimeline
Empirical Asset Management, LLC14,461$757K0.23%+4213F-HRTimeline
Financial Life Planners14,415$755K0.61%+22913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC14,345$751K0.09%013F-HRTimeline
Philip James Wealth Mangement, LLC14,326$750K0.1%-7713F-HRTimeline
Cloud Capital Management, LLC14,439$749K0.47%-48513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC14,300$749K0.28%013F-HRTimeline
Davies Financial Advisors, Inc.14,285$748K0.58%-8,70913F-HRTimeline
Choate Investment Advisors14,260$747K0.02%013F-HRTimeline
Viewpoint Capital Management LLC14,242$746K0.37%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC14,211$744K0.02%+1,67113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,210$744K<0.01%-53813F-HRTimelineGroup
Core Wealth Partners LLC14,205$744K0.38%-2,43513F-HRTimeline
Second Half Financial Partners, LLC14,159$742K0.35%-11713F-HRTimeline
Kraft, Davis & Associates, LLC13,940$740K0.2%+2,23013F-HRTimeline
First National Trust Co14,117$739K0.03%-2,31913F-HRTimeline