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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
Raleigh Capital Management Inc.15,074$751K0.34%-7,51413F-HRTimeline
WEBSTER BANK, N. A.15,035$749K0.08%+25013F-HRTimeline
WealthBridge Capital Management, LLC15,008$748K0.21%+1,26013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,984$746K0.03%-96713F-HRTimelineGroup
waypoint wealth counsel14,950$745K0.47%+18113F-HRTimeline
Cloud Capital Management, LLC14,924$743K0.53%13F-HRTimeline
Anchor Investment Management, LLC14,828$739K0.07%+313F-HRTimeline
Kathleen S. Wright Associates Inc.14,814$738K0.31%+413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14,748$735K0.01%-1,15513F-HRTimelineGroup
Parkside Financial Bank & Trust14,668$731K0.09%+10813F-HRTimeline
Slow Capital, Inc.14,546$725K0.1%013F-HRTimeline
Kaizen Financial Strategies14,546$725K0.42%+3,68013F-HRTimeline
Investment Partners Asset Management, I…14,543$724K0.57%-2613F-HRTimeline
Wood Tarver Financial Group, LLC14,521$723K0.24%+16413F-HRTimeline
Navis Wealth Advisors, LLC14,506$723K0.71%+813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise14,442$720K0.03%13F-HRTimelineGroup
Empirical Asset Management, LLC14,419$718K0.24%-1513F-HRTimeline
Brendel Financial Advisors LLC14,407$718K0.44%-1,00613F-HRTimeline
Argyle Capital Partners, LLC14,412$718K0.62%+3,97913F-HRTimeline
Philip James Wealth Mangement, LLC14,403$717K0.09%-1,11713F-HRTimeline
Carr Financial Group Corp14,397$717K0.24%+1,53313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC14,345$715K0.1%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC14,300$712K0.28%013F-HRTimeline
Second Half Financial Partners, LLC14,276$711K0.35%-6913F-HRTimeline
Sterneck Capital Management, LLC14,273$711K0.38%-17513F-HRTimeline
Choate Investment Advisors14,260$710K0.02%+2,45013F-HRTimeline
Viewpoint Capital Management LLC14,242$709K0.38%-30013F-HRTimeline
Connecticut Wealth Management, LLC14,228$709K0.04%new13F-HRTimeline
Financial Life Planners14,186$707K0.69%+7,26413F-HRTimeline
HOLDERNESS INVESTMENTS CO13,988$697K0.16%+1,06613F-HRTimeline
Empower Advisory Group, LLC13,981$696K<0.01%+1,83113F-HRTimeline
Strategic Financial Concepts, LLC13,970$696K0.13%-1,74413F-HRTimeline
Pictet North America Advisors SA13,964$696K0.07%013F-HRTimeline
SWMG, LLC14,436$693K0.28%-1,13613F-HRTimeline
GREENLEAF TRUST13,887$692K0.01%+32713F-HRTimeline
PUREfi Wealth, LLC13,783$687K0.69%+89513F-HRTimeline
ELCO Management Co., LLC13,755$685K0.38%+4,10013F-HRTimeline
PETERSON WEALTH MANAGEMENT13,682$682K0.46%+1,03713F-HRTimeline
Capital Advantage, Inc.14,080$680K0.12%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,639$679K0.06%+56113F-HRTimeline
MCF Advisors LLC13,634$679K0.05%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC13,581$676K0.03%013F-HRTimeline
Acropolis Investment Management, LLC13,577$676K0.04%+20713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC13,515$673K0.22%-11113F-HRTimeline
Moment Partners, LLC13,462$671K0.13%-2613F-HRTimeline
Bragg Financial Advisors, Inc13,400$667K0.03%-3,42813F-HRTimeline
Finward Bancorp13,320$663K0.58%-9613F-HRTimeline
Diligent Investors, LLC13,313$663K0.16%+17513F-HRTimeline
CAAS CAPITAL MANAGEMENT LP13,306$663K0.31%new13F-HRTimeline
Elm Partners Management LLC13,277$661K0.03%-9,43413F-HR/ATimeline
CENTRAL BANK & TRUST CO13,267$661K0.11%013F-HRTimeline
Rappaport Reiches Capital Management, L…13,265$661K0.17%new13F-HRTimeline
Modus Advisors, LLC13,233$659K0.22%+75413F-HRTimeline
Burford Brothers, Inc.13,203$658K0.32%-1,68913F-HRTimeline
Morangie Management LLC13,181$657K0.64%+1,19913F-HRTimeline
Key Client Fiduciary Advisors, LLC13,050$650K0.3%+1013F-HRTimeline
BOKF, NAin group BOKF, NA13,018$648K0.01%-4,80013F-HRTimelineGroup
Warberg Asset Management LLC13,000$648K0.18%new13F-HRTimeline
JBGlobal.com LLC12,921$644K0.67%013F-HRTimeline
L.M. KOHN & COMPANY12,898$642K0.17%-11,22013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC12,880$642K0.12%+47513F-HRTimeline
Proficio Capital Partners LLC12,865$641K0.05%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…12,843$640K0.12%+1,85813F-HRTimelineGroup
Purkiss Capital Advisors LLC12,815$638K0.48%+7,19713F-HRTimeline
Core Alternative Capital12,805$638K0.15%-3,17213F-HRTimeline
Shulman DeMeo Asset Management LLC12,805$638K0.18%-11013F-HRTimeline
Octavia Wealth Advisors, LLC12,791$637K0.08%-53213F-HRTimeline
Principle Wealth Partners LLC12,761$636K0.05%-1,24813F-HRTimeline
TRUST CO OF OKLAHOMA12,740$635K0.22%+3913F-HRTimeline
Collaborative Wealth Managment Inc.12,709$633K0.3%-1,30013F-HRTimeline
Hopwood Financial Services, Inc.12,678$631K0.49%-15413F-HRTimeline
BANK OF HAWAII12,662$631K0.04%013F-HRTimeline
SIGNATUREFD, LLC12,590$627K0.01%-71913F-HRTimeline
Meridian Wealth Advisors, LLC12,582$627K0.11%013F-HRTimeline
Caldwell Trust Co12,554$625K0.07%-8,62913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,540$625K0.01%+80313F-HRTimeline
Talisman Wealth Advisors LLC12,490$622K0.64%-45013F-HRTimeline
Gratus Wealth Advisors, LLC12,391$617K0.1%-40013F-HRTimeline
Avantax Planning Partners, Inc.12,370$616K0.02%+40113F-HRTimeline
Elgethun Capital Management12,344$615K0.14%-84613F-HRTimeline
TruWealth Advisors, LLC12,278$612K0.04%+68013F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC12,270$611K0.01%013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT12,251$610K0.06%-2913F-HRTimeline
1834 INVESTMENT ADVISORS CO12,227$609K0.08%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,201$608K0.03%-7813F-HRTimelineGroup
Wealth Preservation Advisors, LLC12,201$608K0.43%13F-HRTimeline
GEM Asset Management, LLC12,124$603K0.34%+7,34813F-HRTimeline
Tempus Wealth Planning, LLC12,109$603K0.18%+37513F-HRTimeline
Allen Capital Group, LLC12,105$603K0.07%+1,11013F-HRTimeline
AdvisorNet Financial, Inc12,082$602K0.04%-2,20013F-HRTimeline
Embree Financial Group12,069$601K0.1%+5,58813F-HRTimeline
Brightwater Advisory LLC12,031$599K0.47%-1,07313F-HR/ATimeline
tru Independence LLC12,011$598K0.19%-16713F-HRTimeline
Kaydan Wealth Management, Inc.12,000$598K0.19%-23013F-HRTimeline
GAMMA Investing LLC11,990$597K0.04%013F-HR/ATimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.11,977$597K0.04%013F-HRTimelineGroup
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,950$595K0.17%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,915$593K0.08%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC11,912$593K0.02%-2013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC11,902$593K0.16%-62,36513F-HRTimeline
MGB Wealth Management, LLC11,883$589K0.21%+1,90313F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…11,809$588K0.52%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC11,809$588K0.08%-16,92413F-HRTimeline
Clay Northam Wealth Management, LLC11,807$588K0.41%-1013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,792$587K0.01%+98913F-HRTimeline
COURIER CAPITAL LLC11,772$586K0.04%-27813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC11,745$585K0.1%+2,04613F-HRTimeline
Legacy Advisors, LLC11,690$582K0.06%+1,20013F-HRTimeline
Old North State Trust, LLC12,000$580K0.37%013F-HRTimeline
Comprehensive Financial Planning, Inc./…11,614$578K0.56%+8,59013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC11,596$578K0.04%+3,78913F-HRTimeline
Aurora Private Wealth, Inc.11,572$576K0.46%+2,86813F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC11,453$570K0.01%+1,73413F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.11,450$570K0.21%-2,85013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP11,443$570K0.05%new13F-HRTimelineGroup
HM PAYSON & CO11,417$569K0.01%-313F-HRTimeline
Grassi Investment Management11,394$568K0.05%+1013F-HRTimeline
United Advisor Group, LLC11,399$568K0.12%new13F-HRTimeline
Legacy Wealth Asset Management, LLC11,395$568K0.16%+313F-HRTimeline
Modera Wealth Management, LLC11,371$566K0.01%-1,12813F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …11,371$566K0.03%+1,95213F-HRTimelineGroup
Pines Wealth Management, LLC12,820$563K0.26%+1,15513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,291$562K0.09%-85813F-HRTimeline
L & S Advisors Inc11,269$561K0.07%-1613F-HRTimeline
COUNTRY TRUST BANK11,264$561K0.01%-1,00713F-HR/ATimeline
Biltmore Family Office, LLC11,225$559K0.1%013F-HRTimeline
Compagnie Lombard Odier SCmA11,205$558K0.01%+8,06013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC11,205$558K0.22%-2613F-HRTimeline
ELEVATUS WELATH MANAGEMENT11,181$557K0.32%013F-HRTimeline
Total Wealth Planning & Management, Inc.11,161$556K0.57%-3,13913F-HRTimeline
Key Financial Inc11,154$556K0.12%+1813F-HRTimeline
Jackson Hole Capital Partners, LLC11,107$553K0.11%+6813F-HRTimeline
Kraft, Davis & Associates, LLC11,710$552K0.18%-27,62613F-HRTimeline
American State Bank (Iowa)10,984$547K0.33%013F-HRTimeline
Icon Wealth Advisors, LLC10,966$546K0.04%+3,59813F-HRTimeline
Hexagon Capital Partners LLC10,949$545K0.1%+2513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC10,947$545K0.16%+49513F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC10,928$544K0.24%new13F-HRTimeline
VestGen Investment Management10,867$541K0.41%-2,26713F-HRTimeline
Southland Equity Partners LLC10,801$538K0.13%+44613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,714$534K0.01%-91113F-HRTimeline
Two West Capital Advisors LLC11,434$534K0.45%+2,74313F-HRTimeline
Mathes Company, Inc.10,700$533K0.22%-1,00013F-HRTimeline
Carnegie Lake Advisors LLC10,696$533K0.22%+87313F-HRTimeline
Ignite Planners, LLC10,917$532K0.1%new13F-HRTimeline
Disciplined Investors, L.L.C.10,669$531K0.48%+14513F-HRTimeline
Wealth Advisory Solutions, LLC10,637$530K0.14%-26913F-HRTimeline
AlphaStar Capital Management, LLC10,630$529K0.05%-591,79713F-HRTimeline
Bristlecone Advisors, LLC10,615$529K0.04%-50013F-HRTimeline
MONECO ADVISORS, LLC10,522$524K0.05%+74313F-HR/ATimeline
Cornerstone Advisory, LLC10,650$524K0.06%-2,10113F-HRTimeline
Betterment LLC10,470$522K<0.01%new13F-HRTimeline
SkyOak Wealth, LLC10,381$517K0.11%-2013F-HRTimeline
Aries Wealth Management10,310$514K0.14%+1,75613F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd10,281$512K0.04%-1,87013F-HRTimelineGroup
Hillcrest Wealth Advisors - NY, LLC10,275$512K0.25%+1,50013F-HRTimeline
PATRON PARTNERS, LLC10,268$511K0.28%+5,24513F-HRTimeline
Seven Springs Wealth Group, LLC10,262$511K0.18%013F-HRTimeline
Comprehensive Wealth Management, LLC10,249$511K0.36%+1,81013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,217$509K0.24%-2,82713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,184$507K0.11%+49813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC10,182$507K0.04%+113F-HRTimeline
Act Two Investors LLC10,168$506K0.11%-2,57513F-HRTimeline
Raab & Moskowitz Asset Management LLC10,101$503K0.13%-3313F-HRTimeline
AHL INVESTMENT MANAGEMENT, INC.10,043$500K0.34%-1,20013F-HRTimeline
Select Asset Management & Trust10,035$500K0.2%013F-HRTimeline
NCP Inc.10,023$499K0.67%+513F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.10,000$498K0.05%013F-HRTimeline
Drexel Morgan & Co.10,000$498K0.1%013F-HRTimeline
Ameliora Wealth Management Ltd.10,000$498K0.19%013F-HRTimeline
Wealth Architects, LLC9,921$494K0.05%+22913F-HR/ATimeline
Lodestone Wealth Management LLC9,879$492K0.26%+20013F-HRTimeline
Composition Wealth, LLC9,872$492K0.01%-30,06813F-HRTimeline
Bedel Financial Consulting, Inc.9,974$490K0.07%013F-HRTimeline
Sound View Wealth Advisors Group, LLC9,829$490K0.04%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,788$488K0.1%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…10,319$487K0.36%+2,35513F-HRTimeline
MSH Capital Advisors LLC9,778$487K0.15%+2,97813F-HRTimeline
GREAT LAKES ADVISORS, LLC9,748$486K<0.01%-88,52313F-HRTimeline
Amplius Wealth Advisors, LLC9,723$484K0.05%013F-HRTimeline
Bluesphere Advisors LLC9,719$484K0.28%+4,51113F-HRTimeline
UMB Bank, n.a.9,681$482K0.01%-3,97013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Severin Investments, LLC9,663$481K0.48%-80613F-HRTimeline
YHB Investment Advisors, Inc.9,650$481K0.04%-1,04813F-HRTimeline
Diversified Enterprises, LLC9,646$480K0.04%+8513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,608$479K0.36%+25613F-HRTimeline
Destination Wealth Management9,594$478K0.02%-47213F-HRTimeline
KKM Financial LLC9,528$475K0.2%-4013F-HRTimeline
Milestone Investment Advisors LLC9,500$473K0.13%013F-HRTimeline
Brown Miller Wealth Management, LLC9,458$471K0.16%new13F-HRTimeline
Strategic Advisors LLC9,439$470K0.09%-2,29613F-HRTimeline
ROMANO BROTHERS AND COMPANY9,413$469K0.06%+1,51913F-HRTimeline
LongView Wealth Management9,374$467K0.14%+91713F-HRTimeline
Keystone Wealth Services, LLC9,343$465K0.13%new13F-HRTimeline
Eldridge Investment Advisors, Inc.9,339$465K0.11%+20213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…9,317$464K<0.01%+5,36313F-HRTimelineGroup
WEALTH EFFECTS LLC9,307$464K0.19%-1,59513F-HRTimeline
Royal Capital Wealth Management, LLC9,292$463K0.32%+213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.9,249$461K0.15%+68613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC9,248$461K0.05%-1,06413F-HR/ATimeline