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Disclosery

XLF SELECT SECTOR SPDR TR

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SHS (fund)

1,873 managers (1,903 13F filers) reported a position in XLF shares at 2026-06-30, 737,825,389 shares in all. 151 filers opened a position and 102 filers sold out during the quarter.

Managers
1,873
13F filers
1,903
New
151
Added
688
Reduced
709
Sold out
102
Shares held by filers
737,825,389

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Caldwell Trust Co12,578$674K0.05%-21513F-HRTimeline
Acropolis Investment Management, LLC12,527$672K0.03%+313F-HR/ATimeline
Anchor Investment Management, LLC12,510$671K0.05%-2,86913F-HRTimeline
Fortis Capital Advisors, LLC12,499$670K0.08%+77513F-HRTimeline
Key Financial Inc12,472$669K0.11%+99213F-HRTimeline
Avidian Wealth Enterprises, LLC12,467$668K0.02%-1,09313F-HRTimeline
AMERIFLEX GROUP, INC.12,465$668K0.27%+1,30513F-HRTimeline
KINTRA WEALTH, LLC11,450$667K0.03%+45113F-HRTimeline
Wealth Preservation Advisors, LLC12,422$666K0.38%+4,28813F-HRTimeline
COFG Advisors, LLC12,416$666K0.11%+41213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV12,406$665K0.17%013F-HRTimeline
Allen Capital Group, LLC12,377$664K0.05%+77513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,371$663K0.32%+10513F-HRTimeline
SWMG, LLC11,772$661K0.16%+74113F-HRTimeline
Tempus Wealth Planning, LLC12,314$660K0.13%-3313F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC12,270$658K0.01%013F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO12,253$657K0.01%-1,76413F-HRTimeline
Principle Wealth Partners LLC12,252$657K0.03%-42213F-HRTimeline
Mizuho Markets Cayman LPin group MIZUHO FINANCIAL GROUP INC12,237$656K0.02%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp12,231$656K0.03%-1,02213F-HRTimelineGroup
Octavia Wealth Advisors, LLC12,216$655K0.06%-49813F-HRTimeline
Polaris Investment Advisors, LLC12,211$655K0.42%-13,38113F-HRTimeline
SIGNATUREFD, LLC12,170$652K0.01%+33413F-HRTimeline
Elgethun Capital Management12,154$652K0.09%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,130$650K0.03%-1,13013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC12,114$649K0.02%013F-HRTimeline
Burford Brothers, Inc.12,098$649K0.24%+9213F-HRTimeline
Winthrop Advisory Group LLC12,079$648K0.04%+3,97513F-HRTimeline
Old North State Trust, LLC12,000$643K0.33%013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,950$641K0.13%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC11,925$639K0.15%-21813F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC11,918$639K0.2%-34,42413F-HRTimeline
Daybright Advisory Services, Inc.11,209$638K0.15%+1,16413F-HRTimeline
Hilltop National Bank11,884$637K0.14%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC11,871$636K<0.01%+1,24313F-HRTimelineGroup
LongView Wealth Management11,859$636K0.16%-2,96513F-HRTimeline
Key Client Fiduciary Advisors, LLC11,831$634K0.18%-34913F-HRTimeline
Prostatis Group LLC11,819$634K0.15%-24613F-HRTimeline
Destiny Wealth Partners, LLC11,124$633K0.09%-7,29813F-HRTimeline
Total Wealth Planning & Management, Inc.11,805$633K0.46%+4,72113F-HRTimeline
KLCM Advisors, Inc.11,781$632K0.05%013F-HRTimeline
WAYSTONE ADVISORS LLC11,773$631K0.47%+1,05513F-HRTimeline
Greystone Financial Group, LLC11,771$631K0.18%-1,69713F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.12,765$630K0.36%013F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding11,751$630K-4,242Timeline
Cypress Wealth Services, LLC11,734$629K0.08%-17113F-HRTimeline
Modera Wealth Management, LLC11,697$627K0.01%-3813F-HRTimeline
Clarity Wealth Advisors, LLC11,691$627K0.11%-5,37713F-HRTimeline
Creative Capital Management Investments…11,688$627K0.14%+11,65113F-HRTimeline
McAdam, LLC11,658$625K0.02%-79413F-HRTimeline
DUNCKER STREETT & CO INC11,616$623K0.11%+3,14613F-HRTimeline
Grantvest Financial Group LLC11,600$622K0.36%-3,87113F-HRTimeline
CrossGen Wealth, LLC11,567$620K0.48%+16413F-HRTimeline
Carr Financial Group Corp11,489$616K0.14%-22013F-HRTimeline
L & S Advisors Inc11,473$615K0.06%+7,41913F-HRTimeline
High Point Wealth Management, LLC11,455$614K0.5%-27613F-HRTimeline
Kaydan Wealth Management, Inc.11,445$614K0.19%+21713F-HRTimeline
Nikulski Financial, Inc.11,401$611K0.13%+1,94513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11,368$609K0.02%+2,18713F-HRTimelineGroup
Clear Harbor Asset Management, LLC11,366$609K0.04%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.11,346$608K0.17%+2,66413F-HRTimeline
Biltmore Family Office, LLC11,308$606K0.08%-2,37313F-HRTimeline
Vienna Asset Management LLC11,302$606K0.43%+4,83713F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,248$603K0.02%013F-HRTimeline
Clay Northam Wealth Management, LLC11,240$603K0.3%013F-HRTimeline
KKM Financial LLC11,213$601K0.08%013F-HRTimeline
Legacy Wealth Asset Management, LLC11,196$600K0.13%013F-HRTimeline
Argyle Capital Partners, LLC11,166$599K0.38%+4,97313F-HRTimeline
Comprehensive Financial Planning, Inc./…11,154$598K0.32%-1,95613F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC11,129$598K0.05%-2,90113F-HRTimelineGroup
Fiduciary Alliance LLC11,149$598K0.04%-41413F-HRTimeline
LAVELLE CAPITAL LP11,133$597K0.3%013F-HRTimeline
Aviance Capital Partners, LLC11,051$592K0.06%+5013F-HRTimeline
Range Advisory, LLC11,047$592K0.07%+67513F-HRTimeline
Main Street Financial Solutions, LLC10,988$589K0.04%+19213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,953$587K0.02%+1,99813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC10,947$587K0.01%-1,12313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.10,943$587K0.06%+1,00013F-HRTimeline
Hyundai Investments Co., Ltd.10,907$586K0.63%+2,41913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC10,904$585K0.03%+58113F-HRTimeline
Aries Wealth Management10,899$584K0.11%-2,31313F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,884$583K0.01%-57413F-HRTimeline
Signal Advisors Wealth, LLC10,870$583K0.03%-43,33613F-HRTimeline
MITCHELL SINKLER & STARR/PA10,860$582K0.24%-6,00013F-HRTimeline
D.B. Root & Company, LLC10,845$581K0.12%-16513F-HRTimeline
Cornerstone Advisory, LLC10,822$580K0.05%-17413F-HRTimeline
Icon Wealth Advisors, LLC10,797$579K0.03%+1213F-HRTimeline
Compagnie Lombard Odier SCmA10,750$576K0.01%-3,41513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC10,643$571K<0.01%+9,90913F-HR/ATimeline
Wellington Shields Capital Management, …group of 2 filers holding10,611$569K+2,814Timeline
Disciplined Investors, L.L.C.10,571$567K0.28%013F-HRTimeline
Embree Financial Group10,538$565K0.06%-1,61813F-HRTimeline
BBR PARTNERS, LLC10,537$565K0.03%-22,70013F-HRTimeline
Hexagon Capital Partners LLC10,535$565K0.08%-70813F-HRTimeline
PFG Advisors10,526$564K0.03%-49,07713F-HRTimeline
Global Assets Advisory, LLC10,205$560K0.12%+1,33713F-HRTimeline
Tennessee Valley Asset Management Partn…10,448$560K0.06%+5,41013F-HRTimeline
Arvest Bank Trust Division10,415$558K0.03%+2,74113F-HRTimeline
RPG Investment Advisory, LLC10,415$558K0.06%-60213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC10,387$557K0.06%-16813F-HRTimeline
BRAVE ASSET MANAGEMENT INC10,374$556K0.12%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …10,373$556K<0.01%-1,32513F-HRTimelineGroup
Eagle Wealth Advisors LLC10,331$554K0.42%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …10,288$552K0.04%+1,67113F-HRTimelineGroup
Lodestone Wealth Management LLC10,245$549K0.19%-7113F-HRTimeline
Seven Springs Wealth Group, LLC10,206$547K0.12%013F-HRTimeline
Coyle Financial Counsel LLC10,190$546K0.1%+913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.10,186$546K0.13%-1,38213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,178$546K0.06%-413F-HRTimeline
Optivise Advisory Services LLC10,165$545K0.28%+38913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,157$545K0.21%013F-HRTimeline
Atlas Private Wealth Advisors10,120$543K0.12%-2,80113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…10,115$542K0.05%+1,18413F-HRTimelineGroup
JMG Financial Group, Ltd.10,054$539K0.01%013F-HRTimeline
Finward Bancorp10,051$539K0.41%-77013F-HRTimeline
Clare Market Investments LLC10,041$538K0.1%+4,91813F-HRTimeline
Select Asset Management & Trust10,035$538K0.15%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC10,003$536K0.02%-19813F-HRTimeline
Drexel Morgan & Co.10,000$536K0.07%013F-HRTimeline
Ameliora Wealth Management Ltd.10,000$536K0.16%013F-HRTimeline
Continuum Advisory, LLC9,940$533K0.04%+18313F-HRTimeline
Bedel Financial Consulting, Inc.9,922$532K0.05%-11713F-HRTimeline
Tyche Wealth Partners LLC9,884$530K0.07%+14213F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC9,853$528K0.27%13F-HRTimeline
Choate Investment Advisors9,817$526K0.01%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT9,808$526K0.04%-43513F-HRTimeline
Summit Wealth Partners, LLC9,799$525K0.07%013F-HRTimeline
Destination Wealth Management9,795$525K0.01%-54213F-HRTimeline
Two West Capital Advisors LLC9,334$523K0.26%-94913F-HRTimeline
Bridgewater Advisors Inc.9,090$522K0.03%-29513F-HRTimeline
Wealth Architects, LLC9,726$521K0.04%-18513F-HRTimeline
Wealth Advisory Solutions, LLC9,724$521K0.11%-63013F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC9,718$521K0.15%+1,56113F-HRTimeline
NIXON PEABODY TRUST CO9,690$519K0.04%+5,19013F-HRTimeline
UMB Bank, n.a.9,678$519K0.01%-2,04313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vantus Wealth LLC9,640$517K0.28%13F-HRTimeline
Carnegie Lake Advisors LLC9,623$516K0.19%013F-HRTimeline
Caliber Wealth Management, LLC / KS9,612$515K0.05%-22013F-HRTimeline
RiverFront Investment Group, LLC9,610$515K0.01%+2,36813F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…9,600$515K0.15%+3,40013F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.9,552$512K0.11%-15013F-HRTimeline
Alpine Global Management, LLC9,528$511K0.08%new13F-HRTimeline
Vertex Planning Partners, LLC9,519$510K0.08%-92013F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC9,490$509K0.07%-660,15213F-HRTimeline
Meridian Financial Advisors, LLC9,418$505K0.24%-20713F-HRTimeline
WealthBridge Capital Management, LLC9,405$504K0.1%-22413F-HRTimeline
HUB Investment Partners, LLC9,370$502K0.01%+5313F-HRTimeline
Brightwater Advisory LLC9,349$501K0.32%-1,93713F-HRTimeline
Tiller Private Wealth, Inc.9,332$500K0.16%-21713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,319$500K0.03%+45113F-HRTimeline
Diversified Enterprises, LLC9,318$500K0.02%-73013F-HRTimeline
Eldridge Investment Advisors, Inc.9,317$500K0.1%-20313F-HRTimeline
Talisman Wealth Advisors LLC9,315$499K0.37%+2,13913F-HRTimeline
Raab & Moskowitz Asset Management LLC9,284$498K0.1%+36513F-HRTimeline
HM PAYSON & CO9,269$497K0.01%-7013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,062$497K0.09%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…9,249$496K0.04%+91413F-HRTimeline
Lunt Capital Management, Inc.9,245$496K0.18%new13F-HRTimeline
OPINICUS CAPITAL, INC.9,210$494K0.26%-1,71913F-HRTimeline
Quarry LP9,130$489K0.08%-4,50413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,114$489K0.02%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC9,074$486K0.12%-5913F-HRTimeline
Legacy Private Trust Co.9,049$485K0.03%-1,57413F-HRTimeline
Sharkey, Howes & Javer9,049$485K0.06%+313F-HRTimeline
Sound View Wealth Advisors Group, LLC9,021$484K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,007$483K0.01%+74013F-HRTimelineGroup
LEVIN CAPITAL STRATEGIES, L.P.9,000$482K0.03%013F-HRTimeline
1ST SOURCE BANK8,935$479K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,888$476K0.04%+5,06313F-HRTimelineGroup
Asset Management One Co., Ltd.8,846$474K<0.01%new13F-HRTimeline
Measured Wealth Private Client Group, L…8,827$473K0.11%-89,95313F-HRTimeline
Fortis Capital Management LLC8,821$473K0.05%-98813F-HRTimeline
YHB Investment Advisors, Inc.8,763$470K0.03%+613F-HRTimeline
Purkiss Capital Advisors LLC8,750$469K0.18%-46713F-HRTimeline
BURLING WEALTH PARTNERS, LLC8,712$467K0.07%013F-HRTimeline
Destiny Capital Corp/CO8,615$462K0.21%013F-HRTimeline
Cane Capital Partners, LLC8,614$462K0.19%-4,71713F-HRTimeline
Royal Capital Wealth Management, LLC8,601$461K0.26%+113F-HRTimeline
HMV Wealth Advisors, LLC8,592$461K0.18%+8813F-HRTimeline
Agate Pass Investment Management, LLC8,590$460K0.17%+90813F-HRTimeline
Vertrix Wealth Management, LLC8,580$460K0.15%+1,47313F-HRTimeline
Financial Life Planners8,559$459K0.29%-2,91113F-HRTimeline
AlphaStar Capital Management, LLC8,549$458K0.03%-30513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC8,501$456K0.29%+1713F-HRTimeline
ELCO Management Co., LLC8,505$456K0.2%013F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD8,494$455K0.06%-13913F-HRTimeline
Stelac Advisory Services LLC8,481$455K0.08%013F-HRTimeline
Innovative Asset Advisors Group, LLC8,474$454K0.2%-46413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,465$454K<0.01%+6,65013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,450$453K0.01%-83113F-HRTimeline
All Terrain Financial Advisors, LLC8,429$452K0.09%+113F-HRTimeline
One Wealth Management Investment & Advi…8,397$450K0.47%-2213F-HRTimeline
CAPITAL ADVISORS INC/OK8,371$449K0.01%-53413F-HRTimeline
Tactive Advisors, LLC8,350$448K0.11%-2,95013F-HRTimeline
Spinnaker Investment Group, LLC8,333$447K0.07%+40013F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,321$446K0.02%+67413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…8,315$446K0.03%-1,73213F-HRTimeline
Chicago Wealth Management, Inc.8,290$444K0.16%-43313F-HRTimeline
ROMANO BROTHERS AND COMPANY8,287$444K0.04%013F-HRTimeline
Kathmere Capital Management, LLC8,266$443K0.02%013F-HRTimeline