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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,942 managers (1,971 13F filers) reported a position in XLF shares at 2025-12-31, 700,651,398 shares in all. 158 filers opened a position and 103 filers sold out during the quarter.

Managers
1,942
13F filers
1,971
New
158
Added
733
Reduced
667
Sold out
103
Shares held by filers
700,651,398

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Gateway Wealth Partners, LLC23,046$1.26M0.14%-35713F-HRTimeline
Nova Wealth Management, Inc.22,936$1.26M0.86%+1,66313F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp22,832$1.25M0.12%013F-HRTimelineGroup
MOULTON WEALTH MANAGEMENT, INC22,754$1.25M1.18%+12013F-HRTimeline
Financial & Tax Architects, LLC22,761$1.25M0.28%+58513F-HRTimeline
Verdence Capital Advisors LLC22,743$1.25M0.07%+2313F-HRTimeline
Koshinski Asset Management, Inc.22,674$1.24M0.08%+2,00313F-HRTimeline
Legacy Capital Group California, Inc.22,653$1.24M0.3%+1,16813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC22,634$1.24M0.34%+24913F-HRTimeline
71 West Capital Partners22,488$1.23M0.06%13F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.22,434$1.23M0.48%-9813F-HRTimeline
Asset One Wealth Management LLC22,667$1.22M0.17%13F-HRTimeline
Allie Family Office LLC22,348$1.22M0.57%-14013F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding22,311$1.22M-3Timeline
Value Investment Professionals, LLC22,298$1.22M1.28%13F-HRTimeline
Ally Invest Advisors Inc.22,270$1.22M0.08%-94613F-HRTimeline
Prairiewood Capital, LLC22,214$1.22M0.38%-3,26513F-HRTimeline
Tempo Wealth, LLC22,161$1.21M0.22%13F-HRTimeline
Vilga Financial Planning LLC22,147$1.21M1.16%13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…21,929$1.2M0.5%-17413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO21,823$1.2M0.02%+14,47413F-HRTimeline
Curat Global, LLC21,628$1.18M1.32%013F-HRTimeline
SENTINEL TRUST CO LBA21,606$1.18M0.12%-2,45613F-HRTimeline
NORTHLAND SECURITIES, INC.21,528$1.18M1.13%13F-HRTimeline
WORLD EQUITY GROUP, INC.21,470$1.18M0.33%-9,47313F-HRTimeline
LANARK FINANCIAL, INC.21,418$1.17M0.09%+3,01513F-HRTimeline
American Financial Advisors, LLC21,148$1.16M0.15%+17613F-HRTimeline
ALLIANCEBERNSTEIN L.P.21,027$1.15M<0.01%new13F-HRTimeline
Arax Advisory Partners20,989$1.15M0.03%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding20,939$1.15M+14,676Timeline
Alteri Wealth LLC20,873$1.14M0.37%-51713F-HRTimeline
TRUST CO OF OKLAHOMA20,860$1.14M0.33%+4,15513F-HRTimeline
Clarity Wealth Advisors, LLC20,846$1.14M0.23%-3,02513F-HRTimeline
M.E. ALLISON & CO., INC.20,633$1.13M0.77%+57813F-HRTimeline
Strategic Blueprint, LLC20,591$1.13M0.07%-1,20113F-HRTimeline
Arcus Capital Partners, LLC20,583$1.13M0.4%+14,39513F-HRTimeline
Visionary Horizons, LLC20,446$1.12M0.58%-1813F-HRTimeline
SAX WEALTH ADVISORS, LLC20,439$1.12M0.05%+1,15413F-HRTimeline
VestGen Advisors, LLC20,439$1.12M0.05%-15,25313F-HRTimeline
FIRST MANHATTAN CO. LLC.20,306$1.11M<0.01%-10,28913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.20,286$1.11M0.09%-61913F-HRTimeline
D L CARLSON INVESTMENT GROUP INC20,245$1.11M0.19%+64113F-HRTimeline
BANK OF STOCKTON20,201$1.11M0.32%-9,66413F-HRTimeline
Ignite Planners, LLC20,665$1.1M0.17%+4,38913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC20,161$1.1M0.04%+3,74413F-HRTimeline
Intelligence Driven Advisers, LLC20,115$1.1M0.16%+15013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,072$1.1M0.01%-15213F-HRTimelineGroup
Granite FO LLC20,070$1.1M0.59%-5,85013F-HRTimeline
WOLFF WIESE MAGANA LLC20,061$1.1M0.6%-49113F-HRTimeline
Csenge Advisory Group20,042$1.1M0.05%+83613F-HRTimeline
RoundAngle Advisors LLC19,997$1.1M0.8%-19213F-HRTimeline
Greystone Financial Group, LLC19,987$1.09M0.17%+1,43513F-HRTimeline
Flywheel Private Wealth LLC19,932$1.09M0.68%-1,62813F-HRTimeline
DAVIS R M INC19,927$1.09M0.02%+52513F-HRTimeline
Financial Engines Advisors L.L.C.19,926$1.09M<0.01%-2,71713F-HRTimeline
Lynx Investment Advisory19,887$1.09M0.59%-1,06713F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO19,839$1.09M0.1%13F-HRTimelineGroup
Wealthstar Advisors, LLC19,682$1.08M0.59%-1,27313F-HRTimeline
Occidental Asset Management, LLC19,677$1.08M0.13%+50713F-HRTimeline
APS Management Group, Inc.19,633$1.08M0.92%+1013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC19,574$1.07M0.08%+97613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich19,548$1.07M<0.01%+13,65713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC19,532$1.07M0.23%-63513F-HRTimeline
Peoples Bank/KS19,322$1.06M1.06%-75513F-HRTimeline
Galvin, Gaustad & Stein, LLC19,173$1.05M0.08%-2,29113F-HRTimeline
Coastline Trust Co19,143$1.05M0.1%+2,96013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBK Sorce Advisory LLC19,321$1.05M0.02%+8613F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC19,098$1.05M0.61%-2,44613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC19,051$1.04M0.04%+2,73113F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC19,048$1.04M0.48%-63113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding19,022$1.04M-4,135Timeline
Claro Advisors Inc.18,997$1.04M0.14%-62313F-HRTimeline
Independent Advisor Alliance18,706$1.02M0.02%+4,29413F-HRTimeline
Ballentine Partners, LLC18,623$1.02M0.01%+513F-HRTimeline
GenTrust, LLC18,598$1.02M0.04%-83413F-HRTimeline
Lansing Street Advisors18,587$1.02M0.26%-2,36013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,478$1.01M0.02%-4,12513F-HRTimeline
TRUST POINT INC.18,356$1.01M0.08%+18213F-HRTimeline
N.E.W. Advisory Services LLC18,323$1M0.07%-2,20913F-HRTimeline
O'ROURKE & COMPANY, Inc18,317$1M0.39%+74913F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC18,274$1M0.01%013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC18,234$999K0.01%+1,47813F-HRTimeline
Astra Wealth Partners LLC18,221$998K0.61%+1,19513F-HRTimeline
Manhattan West Asset Management, LLC18,106$992K0.2%+6,83713F-HRTimeline
Investment Advisory Group, LLC18,106$992K0.26%-8413F-HRTimeline
PURSUE WEALTH PARTNERS LLC18,073$990K0.48%-13,99913F-HRTimeline
Taylor & Morgan Wealth Management, LLC18,052$989K0.55%-1113F-HRTimeline
STRATEGY ASSET MANAGERS LLC18,032$988K0.16%+22113F-HRTimeline
Sovran Advisors, LLC18,135$986K0.08%-1,46413F-HRTimeline
Destiny Wealth Partners, LLC18,422$984K0.11%-249,69313F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…17,943$983K0.27%new13F-HRTimelineGroup
Retirement Planning Group, LLC17,896$980K0.03%-35513F-HRTimeline
SAPIENT CAPITAL LLC17,746$979K0.01%+59413F-HRTimeline
Capital Investment Advisory Services, L…17,849$978K0.07%+6113F-HRTimeline
Guardian Asset Advisors, LLC17,795$975K0.51%-613F-HRTimeline
Atlas Private Wealth Advisors17,781$974K0.23%-4,97613F-HRTimeline
Beacon Financial Advisory LLC17,747$972K0.23%+20013F-HRTimeline
SOA Wealth Advisors, LLC.17,715$970K0.16%-16113F-HRTimeline
EFG International AGin group EFG International AG17,704$970K0.02%13F-HRTimelineGroup
UNION SAVINGS BANK17,636$966K0.42%13F-HRTimeline
Waldron Private Wealth LLC17,595$964K0.04%013F-HRTimeline
FineMark National Bank & Trust17,591$963K0.03%-2,85613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC17,583$963K1.01%-21813F-HRTimeline
RMR Wealth Builders17,575$963K0.08%-7,97313F-HRTimeline
RIVERSEDGE ADVISORS, LLC17,398$953K0.15%013F-HRTimeline
MRWM Advisors, LLC17,370$951K0.51%013F-HRTimeline
Rollins Financial Advisors, LLC17,308$948K0.14%-1,18713F-HRTimeline
LRI Investments, LLC17,300$948K0.08%-15913F-HRTimeline
Bell Bank17,288$947K0.04%-93013F-HRTimeline
IBEX WEALTH ADVISORS17,231$944K0.09%+3613F-HRTimeline
Wilson & Boucher Capital Management, LLC17,225$943K0.62%+75013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC17,198$942K0.2%+5013F-HRTimeline
Powell Investment Advisors, LLC17,164$940K0.32%-97413F-HRTimeline
Steele Capital Management, Inc.17,160$940K0.04%013F-HRTimeline
Cloud Capital Management, LLC17,150$939K0.44%+2,71113F-HRTimeline
Balboa Wealth Partners17,124$938K0.16%-38813F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP17,099$936K0.13%-1,71613F-HRTimeline
INVESTMENT PARTNERS, LTD.17,059$934K0.33%+16713F-HRTimeline
Kessler Investment Group, LLC17,033$933K0.39%+10013F-HRTimeline
Cassaday & Co Wealth Management LLC16,915$926K0.02%013F-HRTimeline
Heritage Wealth Advisors16,909$926K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC16,898$926K0.03%+61913F-HRTimeline
MITCHELL SINKLER & STARR/PA16,860$923K0.42%013F-HRTimeline
Icon Wealth Advisors, LLC16,826$922K0.06%-20413F-HRTimeline
WESBANCO BANK INC16,824$921K0.03%-8,78013F-HRTimeline
KG Capital Management16,819$921K0.24%-24713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC16,724$916K0.06%013F-HRTimeline
REBALANCE, LLC16,701$915K0.05%+5713F-HRTimeline
Thomasville National Bank16,684$914K0.06%-79013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC16,650$912K0.6%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.16,587$908K0.09%013F-HRTimeline
Elmwood Wealth Management, Inc.16,507$904K0.29%new13F-HRTimeline
V2 Financial group LLC16,461$902K0.44%+20013F-HRTimeline
Empowered Funds, LLC16,442$901K0.02%+2,54013F-HR/ATimeline
HEADINVEST, LLC16,399$898K0.18%-51513F-HRTimeline
Columbus Macro, LLC16,309$893K0.1%new13F-HRTimeline
Grantvest Financial Group LLC16,306$893K0.57%-1,20313F-HRTimeline
SMITH, MOORE & CO.16,254$890K0.07%+24713F-HRTimeline
EPG Wealth Management LLC16,194$887K0.24%-34013F-HRTimeline
CHICAGO TRUST Co NA16,156$885K0.14%-5,46513F-HRTimeline
Gold Investment Management Ltd.16,133$884K0.28%-9,71713F-HRTimeline
AdvisorNet Financial, Inc16,093$881K0.05%+2713F-HRTimeline
Signature Wealth Management Partners, L…16,009$877K0.43%+4213F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP16,000$876K0.31%-55,47613F-HRTimeline
Turtle Creek Wealth Advisors, LLC15,974$875K0.07%-30,08713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …15,958$874K<0.01%+3,57713F-HRTimelineGroup
Bluesphere Advisors LLC15,936$873K0.39%+2,71113F-HRTimeline
Acorns Advisers, LLC15,862$869K0.01%+2,09213F-HRTimeline
COURIER CAPITAL LLC15,826$867K0.05%+3,72913F-HRTimeline
Falcon Wealth Planning15,816$866K0.07%+13613F-HRTimeline
HOLDERNESS INVESTMENTS CO15,814$866K0.18%+92813F-HRTimeline
Montecito Bank & Trust15,787$865K0.14%-6213F-HRTimeline
Kaizen Financial Strategies15,733$862K0.38%+1,18713F-HRTimeline
Luminist Capital LLC15,660$858K1.06%+26913F-HRTimeline
Beaumont Asset Management, L.L.C.15,602$855K0.43%-21413F-HRTimeline
Mission Creek Capital Partners, Inc.15,551$852K0.17%+26713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,509$849K0.03%013F-HRTimelineGroup
LYNCH & ASSOCIATES/IN15,425$845K0.16%-35013F-HRTimeline
CAXTON ASSOCIATES LLP15,420$845K0.02%-13,34813F-HRTimeline
Sherman Asset Management, Inc.15,399$843K0.71%+2313F-HRTimeline
Anchor Investment Management, LLC15,354$841K0.07%-7713F-HRTimeline
Investment Partners Asset Management, I…15,347$841K0.52%-7013F-HRTimeline
Worth Financial Advisory Group, LLC15,334$840K0.41%-87613F-HRTimeline
Private Wealth Asset Management, LLC15,320$839K0.09%013F-HRTimeline
Kagan Cocozza Asset Management15,272$836K0.59%+3,10013F-HRTimeline
Blue Trust, Inc.15,199$832K0.01%-4,63113F-HRTimeline
Sherry Group, Inc.14,968$826K0.87%13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO14,990$821K0.23%-25,93513F-HRTimeline
EQUITABLE TRUST CO14,922$817K0.04%-19913F-HRTimeline
Fjell Capital, LLC14,879$815K0.62%+72413F-HRTimeline
WEBSTER BANK, N. A.14,859$814K0.08%+4913F-HRTimeline
Cannon Capital Management, Inc.14,745$808K0.71%13F-HRTimeline
Richard Bernstein Advisors LLC14,733$807K0.02%-1,211,35613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,674$804K0.01%-10,58013F-HRTimeline
Goelzer Investment Management, Inc.14,643$802K0.04%-64413F-HRTimeline
Core Wealth Partners LLC14,641$802K0.36%+39413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,586$799K0.15%+69313F-HRTimeline
Tactive Advisors, LLC14,575$798K0.23%+2,32513F-HRTimeline
Slow Capital, Inc.14,546$797K0.1%013F-HRTimeline
Empirical Asset Management, LLC19,721$794K0.22%-31713F-HRTimeline
Volterra Technologies LP14,410$789K0.81%-206,77213F-HRTimeline
Moment Partners, LLC14,378$787K0.16%+97213F-HRTimeline
Axecap Investments, LLC14,353$786K0.48%-1,03313F-HRTimeline
Prepared Retirement Institute LLC14,345$786K0.4%+26913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC14,345$786K0.08%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC14,300$783K0.25%013F-HRTimeline
Viewpoint Capital Management LLC14,242$780K0.34%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,225$779K0.03%-27313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,217$779K<0.01%013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO14,193$777K0.02%-48313F-HRTimeline
Pines Wealth Management, LLC14,182$777K0.25%+29313F-HRTimeline
SBI Securities Co., Ltd.14,171$776K0.02%-48613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC14,170$776K0.02%-2,57013F-HRTimeline
Compagnie Lombard Odier SCmA14,165$776K0.01%013F-HRTimeline
Ironsides Asset Advisors, LLC14,065$770K0.2%-1,95013F-HRTimeline
Copia Wealth Management14,031$768K0.55%-86213F-HRTimeline
GREENLEAF TRUST14,023$768K0.01%+15013F-HRTimeline
ADIRONDACK TRUST CO14,002$767K0.25%-81513F-HRTimeline
TD Asset Management Inc13,939$763K<0.01%-5813F-HRTimeline
Cassady Wealth & Retirement Planning, L…13,870$760K0.5%13F-HRTimeline