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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,799 managers (1,821 13F filers) reported a position in XLF shares at 2025-09-30, 736,373,202 shares in all. 133 filers opened a position and 111 filers sold out during the quarter.

Managers
1,799
13F filers
1,821
New
133
Added
763
Reduced
593
Sold out
111
Shares held by filers
736,373,202

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Verdence Capital Advisors LLC22,720$1.21M0.07%+71513F-HRTimeline
Allie Family Office LLC22,488$1.21M0.57%-21013F-HRTimeline
GPS Wealth Strategies Group, LLC22,421$1.21M0.13%+18013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC22,385$1.21M0.37%-3,38913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC22,314$1.2M0.12%-69113F-HRTimelineGroup
Financial & Tax Architects, LLC22,176$1.19M0.26%+2,52713F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…22,103$1.19M0.51%-3613F-HRTimeline
Strategic Blueprint, LLC21,792$1.17M0.05%+5,12813F-HRTimeline
Curat Global, LLC21,628$1.17M1.09%013F-HRTimeline
CHICAGO TRUST Co NA21,621$1.16M0.16%013F-HRTimeline
Flywheel Private Wealth LLC21,560$1.16M0.91%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC21,544$1.16M0.7%-65,26513F-HRTimeline
Legacy Capital Group California, Inc.21,485$1.16M0.29%+1,11213F-HRTimeline
Galvin, Gaustad & Stein, LLC21,464$1.16M0.09%-41513F-HRTimeline
Alteri Wealth LLC21,390$1.15M0.4%+48113F-HRTimeline
Autumn Glory Partners, LLC21,380$1.15M0.47%-1,00013F-HRTimeline
Nova Wealth Management, Inc.21,273$1.15M0.81%+54213F-HRTimeline
ROMAN BUTLER FULLERTON & CO21,934$1.14M0.31%+1,93713F-HRTimeline
First National Trust Co21,036$1.13M0.04%+6,91913F-HRTimeline
American Financial Advisors, LLC20,972$1.13M0.15%-1,77913F-HRTimeline
Wealthstar Advisors, LLC20,955$1.13M0.45%+2,62213F-HRTimeline
Lynx Investment Advisory20,954$1.13M0.68%-2,36713F-HRTimeline
Lansing Street Advisors20,947$1.13M0.3%+2,72813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.20,905$1.13M0.1%-53313F-HRTimeline
Pinnacle Family Advisors, LLC20,877$1.12M0.49%-5,10613F-HRTimeline
Koshinski Asset Management, Inc.20,671$1.11M0.07%+1,01313F-HRTimeline
MONECO ADVISORS, LLC20,615$1.11M0.09%+7,93213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp20,607$1.11M0.06%+1,69313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC20,552$1.11M0.63%+15,93413F-HRTimeline
N.E.W. Advisory Services LLC20,532$1.11M0.1%+39513F-HRTimeline
Visionary Horizons, LLC20,464$1.1M0.62%-41,26413F-HRTimeline
FineMark National Bank & Trust20,447$1.1M0.04%-1,36013F-HRTimeline
Modus Advisors, LLC20,444$1.1M0.3%+7,21113F-HRTimeline
Rothschild Capital Partners, LLC20,320$1.09M0.26%013F-HRTimeline
Advyzon Investment Management, LLC20,276$1.09M0.19%+2,76113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,224$1.09M0.01%-34813F-HR/ATimelineGroup
RoundAngle Advisors LLC20,189$1.09M0.84%+10013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,167$1.09M0.18%-2213F-HRTimeline
Peoples Bank/KS20,077$1.08M1.07%-7,24613F-HRTimeline
M.E. ALLISON & CO., INC.20,055$1.08M0.75%+62713F-HRTimeline
Intelligence Driven Advisers, LLC19,965$1.08M0.15%013F-HRTimeline
Avidian Wealth Enterprises, LLC19,934$1.07M0.04%-1,90713F-HRTimeline
Modern Wealth Management, LLC19,889$1.07M0.02%-46413F-HRTimeline
Blue Trust, Inc.19,830$1.07M0.01%+18313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC19,679$1.06M0.53%-97813F-HRTimeline
Purkiss Capital Advisors LLC19,672$1.06M0.51%+8,57113F-HRTimeline
APS Management Group, Inc.19,623$1.06M0.94%13F-HRTimeline
Claro Advisors Inc.19,620$1.06M0.15%+2,06213F-HRTimeline
D L CARLSON INVESTMENT GROUP INC19,604$1.06M0.18%-6,35113F-HRTimeline
City Center Advisors, LLC19,596$1.06M1.03%+1,93213F-HRTimeline
GenTrust, LLC19,432$1.05M0.05%-28,31613F-HRTimeline
DAVIS R M INC19,402$1.05M0.02%-1,29713F-HRTimeline
SAX WEALTH ADVISORS, LLC19,285$1.04M0.06%-70313F-HRTimeline
Larson Financial Group LLC19,242$1.04M0.04%-1,36813F-HRTimeline
Csenge Advisory Group19,206$1.03M0.05%-5,19613F-HRTimeline
Occidental Asset Management, LLC19,170$1.03M0.13%+3,48213F-HRTimeline
HBK Sorce Advisory LLC19,235$1.02M0.03%+2,06713F-HR/ATimeline
Sovran Advisors, LLC19,599$1.02M0.09%-16213F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors18,840$1.01M0.51%-12,29613F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP18,815$1.01M0.14%+63113F-HRTimeline
Ballentine Partners, LLC18,618$1M0.01%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC18,598$1M0.08%-29813F-HRTimeline
Greystone Financial Group, LLC18,552$999K0.15%-74413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,511$997K0.02%new13F-HRTimeline
Rollins Financial Advisors, LLC18,495$996K0.15%-8,21613F-HRTimeline
LANARK FINANCIAL, INC.18,403$991K0.08%+9,03413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC18,274$985K0.01%-9,51713F-HRTimelineGroup
MOORE CAPITAL MANAGEMENT, LP18,256$983K0.02%013F-HRTimeline
Retirement Planning Group, LLC18,251$983K0.03%+31913F-HRTimeline
Bell Bank18,218$981K0.04%-3,59413F-HRTimeline
Investment Advisory Group, LLC18,190$980K0.27%+313F-HRTimeline
TRUST POINT INC.18,174$979K0.08%013F-HRTimeline
Powell Investment Advisors, LLC18,138$977K0.34%+2413F-HRTimeline
Taylor & Morgan Wealth Management, LLC18,063$973K0.6%-52713F-HRTimeline
Union Bancaire Privee, UBP SA17,928$963K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.17,876$963K0.17%-69113F-HRTimeline
STRATEGY ASSET MANAGERS LLC17,811$959K0.17%-78713F-HRTimeline
Guardian Asset Advisors, LLC17,801$959K0.52%-24,36913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC17,801$959K0.95%+29013F-HRTimeline
Capital Investment Advisory Services, L…17,788$958K0.08%+2,00213F-HRTimeline
Waldron Private Wealth LLC17,595$948K0.04%013F-HRTimeline
O'ROURKE & COMPANY, Inc17,568$946K0.4%+37213F-HRTimeline
Beacon Financial Advisory LLC17,547$945K0.22%+313F-HRTimeline
Balboa Wealth Partners17,512$943K0.16%+99813F-HRTimeline
Grantvest Financial Group LLC17,509$943K0.65%-2,67913F-HRTimeline
Thomasville National Bank17,474$941K0.06%+91213F-HRTimeline
LRI Investments, LLC17,459$941K0.08%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC17,398$937K0.16%013F-HRTimeline
MRWM Advisors, LLC17,370$936K0.53%+11213F-HRTimeline
SAPIENT CAPITAL LLC17,152$928K0.01%013F-HRTimeline
IBEX WEALTH ADVISORS17,195$926K0.09%+2613F-HRTimeline
NFSG Corp17,162$925K0.14%-40,76013F-HRTimeline
Steele Capital Management, Inc.17,160$924K0.04%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC17,148$924K0.2%+32713F-HRTimeline
KG Capital Management17,066$919K0.25%-2,95513F-HRTimeline
Icon Wealth Advisors, LLC17,030$917K0.06%-813F-HRTimeline
Astra Wealth Partners LLC17,026$917K0.64%+1,53613F-HR/ATimeline
Kessler Investment Group, LLC16,933$912K0.39%-28,63913F-HRTimeline
Cassaday & Co Wealth Management LLC16,915$911K0.02%-61413F-HRTimeline
HEADINVEST, LLC16,914$911K0.19%-18813F-HRTimeline
Heritage Wealth Advisors16,909$911K0.04%013F-HRTimeline
INVESTMENT PARTNERS, LTD.16,892$910K0.32%+6713F-HRTimeline
MITCHELL SINKLER & STARR/PA16,860$908K0.41%013F-HRTimeline
GWN SECURITIES INC.16,825$907K0.21%-6,63513F-HRTimeline
AMERIFLEX GROUP, INC.16,767$903K0.34%+7,27313F-HRTimeline
RWA WEALTH PARTNERS, LLC16,756$903K0.01%-65413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC16,740$902K0.03%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC16,724$901K0.06%013F-HRTimeline
TRUST CO OF OKLAHOMA16,705$900K0.27%-6813F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC16,650$897K0.62%-25713F-HRTimeline
REBALANCE, LLC16,644$897K0.05%+5513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.16,587$894K0.09%-14513F-HRTimeline
EPG Wealth Management LLC16,534$891K0.25%-51213F-HRTimeline
Wilson & Boucher Capital Management, LLC16,475$888K0.58%-65013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC16,417$884K0.03%+1,09313F-HRTimeline
EHP Funds Inc.16,400$883K1.16%-77,00013F-HRTimeline
Promus Capital, LLC16,360$881K0.56%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,320$879K0.03%+40113F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC16,279$877K0.03%+6,24113F-HRTimeline
Ignite Planners, LLC16,276$877K0.14%+3,16113F-HRTimeline
V2 Financial group LLC16,261$876K0.49%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,256$876K0.04%-6,85513F-HRTimeline
Worth Financial Advisory Group, LLC16,210$873K0.49%+51613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC16,208$873K0.15%-1,66713F-HRTimeline
Coastline Trust Co16,183$872K0.09%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FSA WEALTH PARTNERS, INC.16,112$868K0.33%-40,04813F-HRTimeline
AdvisorNet Financial, Inc16,066$865K0.05%+1,97313F-HRTimeline
Ironsides Asset Advisors, LLC16,015$863K0.22%new13F-HRTimeline
SMITH, MOORE & CO.16,007$862K0.07%-48413F-HRTimeline
Signature Wealth Management Partners, L…15,967$860K0.45%-1,16813F-HRTimeline
Montecito Bank & Trust15,849$854K0.13%13F-HRTimeline
Beaumont Asset Management, L.L.C.15,816$852K0.43%+7913F-HRTimeline
LYNCH & ASSOCIATES/IN15,775$850K0.16%-10013F-HRTimeline
Parkside Financial Bank & Trust15,719$847K0.07%-18813F-HRTimeline
Falcon Wealth Planning15,680$845K0.08%-2,50813F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…15,650$843K0.12%new13F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,509$835K0.03%+52113F-HRTimelineGroup
Anchor Investment Management, LLC15,431$831K0.07%+30313F-HRTimeline
NAVELLIER & ASSOCIATES INC15,420$831K0.08%new13F-HRTimeline
Investment Partners Asset Management, I…15,417$831K0.55%+78013F-HRTimeline
Axecap Investments, LLC15,386$829K0.51%+25413F-HRTimeline
Sherman Asset Management, Inc.15,376$828K0.71%+2113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources15,365$828K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC15,320$825K0.1%+1,70513F-HRTimeline
Goelzer Investment Management, Inc.15,287$823K0.04%+1913F-HRTimeline
Mission Creek Capital Partners, Inc.15,284$823K0.16%-22013F-HRTimeline
Luminist Capital LLC15,391$822K0.71%-11313F-HRTimeline
EQUITABLE TRUST CO15,121$815K0.04%-4813F-HRTimeline
Copia Wealth Management14,893$802K0.6%+77613F-HRTimeline
HOLDERNESS INVESTMENTS CO14,886$802K0.16%+29713F-HRTimeline
Kathleen S. Wright Associates Inc.14,822$798K0.3%+413F-HRTimeline
ADIRONDACK TRUST CO14,817$798K0.27%-68913F-HRTimeline
WEBSTER BANK, N. A.14,810$798K0.08%-17413F-HRTimeline
Empirical Asset Management, LLC20,038$798K0.22%+5,57713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,676$791K0.02%+1,37713F-HRTimeline
SBI Securities Co., Ltd.14,657$790K0.02%-1,54413F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC14,521$786K0.08%+7,34213F-HRTimelineGroup
Slow Capital, Inc.14,546$784K0.09%013F-HRTimeline
Navis Wealth Advisors, LLC14,522$782K0.59%+813F-HRTimeline
Quadcap Wealth Management, LLC14,516$782K0.09%-97113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,498$781K0.04%-40113F-HRTimelineGroup
CANTOR FITZGERALD, L. P.group of 2 filers holding14,480$780K+2,503Timeline
Cloud Capital Management, LLC14,439$777K0.41%013F-HRTimeline
Independent Advisor Alliance14,412$776K0.02%-26713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC14,345$773K0.08%013F-HRTimeline
OBSIDIAN CIO, LLC14,325$772K0.1%+51813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.14,315$771K0.24%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC14,308$771K0.11%+1,27613F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC14,300$770K0.25%013F-HRTimeline
Core Wealth Partners LLC14,247$767K0.35%+4213F-HRTimeline
Viewpoint Capital Management LLC14,242$767K0.34%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,217$766K<0.01%+713F-HRTimelineGroup
Compagnie Lombard Odier SCmA14,165$763K0.01%+4,66013F-HRTimeline
Fjell Capital, LLC14,155$763K0.67%new13F-HRTimeline
Kaizen Financial Strategies14,546$762K0.34%-1,08413F-HRTimeline
Second Half Financial Partners, LLC14,107$760K0.33%-5213F-HRTimeline
Prepared Retirement Institute LLC14,076$758K0.4%-83613F-HRTimeline
TD Asset Management Inc13,997$754K<0.01%+1,75313F-HRTimeline
Choate Investment Advisors13,985$753K0.02%-27513F-HRTimeline
Empowered Funds, LLC13,902$749K0.01%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,893$748K0.14%+2,22413F-HRTimeline
Pines Wealth Management, LLC13,889$748K0.25%+41613F-HRTimeline
Octavia Wealth Advisors, LLC13,889$748K0.07%+1,00913F-HRTimeline
GREENLEAF TRUST13,873$747K0.01%+16813F-HRTimeline
Flagship Private Wealth, LLC13,848$746K0.3%new13F-HRTimeline
Acorns Advisers, LLC13,770$742K0.01%+2,79213F-HRTimeline
Guardian Partners Inc.13,886$741K0.06%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS13,761$741K0.03%-6,81913F-HRTimelineGroup
Wood Tarver Financial Group, LLC13,723$739K0.22%+1313F-HRTimeline
Principle Wealth Partners LLC13,717$739K0.04%+8213F-HRTimeline
Bulwark Capital Corp13,680$737K0.57%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,656$736K0.01%-55513F-HRTimeline
Lion Street Advisors, LLC18,268$735K0.25%+11,17413F-HRTimeline
True Vision MN LLC13,645$735K0.38%-15,18013F-HRTimeline
MCF Advisors LLC13,634$734K0.05%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding13,544$730K-10,424Timeline
Collaborative Wealth Managment Inc.13,525$729K0.29%+45013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,470$726K0.05%013F-HRTimeline
Caliber Wealth Management, LLC / KS13,453$725K0.08%-1,75613F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP13,407$722K0.06%new13F-HRTimelineGroup