XLF SELECT SECTOR SPDR TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Copia Wealth Management	14,117	$739K	0.62%	+7,286	13F-HR Timeline
Sterneck Capital Management, LLC	14,100	$738K	0.37%	-173	13F-HR Timeline
AdvisorNet Financial, Inc	14,093	$738K	0.05%	+2,011	13F-HR Timeline
Total Wealth Planning & Management, Inc.	13,998	$733K	0.63%	+2,837	13F-HR Timeline
WASHBURN CAPITAL MANAGEMENT, INC.	13,975	$732K	0.43%	-9,035	13F-HR Timeline
Pictet North America Advisors SA	13,964	$731K	0.07%	0	13F-HR Timeline
Guardian Partners Inc.	13,886	$728K	0.07%	-617,930	13F-HR Timeline
WealthBridge Capital Management, LLC	13,857	$726K	0.18%	-1,151	13F-HR Timeline
OBSIDIAN CIO, LLC	13,807	$723K	0.11%	-9,123	13F-HR Timeline
GREENLEAF TRUST	13,705	$718K	0.01%	-182	13F-HR Timeline
Wood Tarver Financial Group, LLC	13,710	$717K	0.22%	-811	13F-HR Timeline
Pines Wealth Management, LLC	13,473	$717K	0.25%	+653	13F-HR Timeline
Bulwark Capital Corp	13,680	$716K	0.6%		13F-HR Timeline
Principle Wealth Partners LLC	13,635	$714K	0.04%	+874	13F-HR Timeline
MCF Advisors LLC	13,634	$714K	0.05%	0	13F-HR Timeline
Private Wealth Asset Management, LLC	13,615	$713K	0.09%	+4,655	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	13,470	$705K	0.05%	-169	13F-HR Timeline
Carnegie Lake Advisors LLC	13,423	$703K	0.28%	+2,727	13F-HR Timeline
Moment Partners, LLC	13,406	$702K	0.13%	-56	13F-HR Timeline
Diligent Investors, LLC	13,313	$697K	0.17%	0	13F-HR Timeline
FIRST CITIZENS BANK & TRUST CO	13,299	$696K	0.01%	+4,374	13F-HR Timeline
Avantax Planning Partners, Inc.	13,255	$694K	0.02%	+885	13F-HR Timeline
Modus Advisors, LLC	13,233	$693K	0.21%	0	13F-HR Timeline
Morangie Management LLC	13,181	$690K	0.6%	0	13F-HR Timeline
Interchange Capital Partners, LLC	13,171	$690K	0.16%	-2,136	13F-HR/A Timeline
CENTRAL BANK & TRUST CO	13,167	$690K	0.11%	-100	13F-HR Timeline
Ignite Planners, LLC	13,115	$689K	0.12%	+2,198	13F-HR/A Timeline
Lunt Capital Management, Inc.	13,129	$688K	0.26%	-9,742	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	13,077	$685K	0.12%	+197	13F-HR Timeline
Collaborative Wealth Managment Inc.	13,075	$685K	0.3%	+366	13F-HR Timeline
Embree Financial Group	13,062	$684K	0.1%	+993	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	13,032	$682K	0.11%	+1,287	13F-HR Timeline
GAMMA Investing LLC	12,949	$678K	0.04%	+959	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	12,925	$677K	0.02%	new	13F-HR Timeline
JBGlobal.com LLC	12,921	$677K	0.7%	0	13F-HR Timeline
Prostatis Group LLC	12,913	$676K	0.19%	-4,158	13F-HR Timeline
Octavia Wealth Advisors, LLC	12,880	$675K	0.08%	+89	13F-HR Timeline
Bragg Financial Advisors, Inc	12,777	$669K	0.02%	-623	13F-HR Timeline
L.M. KOHN & COMPANY	12,761	$668K	0.18%	-137	13F-HR Timeline
MONECO ADVISORS, LLC	12,683	$664K	0.06%	+2,161	13F-HR Timeline
BANK OF HAWAII	12,662	$663K	0.03%	0	13F-HR Timeline
Charter Oak Capital Management, LLC	12,659	$663K	0.06%	-5,070	13F-HR Timeline
GEM Asset Management, LLC	12,582	$663K	0.34%	+458	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	12,642	$662K	0.28%	+5,265	13F-HR/A Timeline Group
Meridian Wealth Advisors, LLC	12,582	$659K	0.1%	0	13F-HR Timeline
MGB Wealth Management, LLC	12,619	$659K	0.22%	+736	13F-HR Timeline
Caldwell Trust Co	12,554	$657K	0.07%	0	13F-HR Timeline
Shulman DeMeo Asset Management LLC	12,542	$657K	0.16%	-263	13F-HR Timeline
Key Client Fiduciary Advisors, LLC	12,507	$655K	0.27%	-543	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	12,494	$654K	0.02%	-1,087	13F-HR Timeline
Hopwood Financial Services, Inc.	12,478	$653K	0.51%	-200	13F-HR Timeline
Pettinga Financial Advisors LLC	12,440	$651K	0.14%	-5,425	13F-HR Timeline
Pure Financial Advisors, LLC	12,407	$650K	0.01%	+5,536	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	12,406	$650K	0.21%	new	13F-HR Timeline
Gratus Wealth Advisors, LLC	12,391	$649K	0.1%	0	13F-HR Timeline
Manhattan West Asset Management, LLC	12,364	$648K	0.15%	-2,915	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	12,342	$646K	0.17%	-1,173	13F-HR Timeline
TruWealth Advisors, LLC	12,281	$643K	0.04%	+3	13F-HR Timeline
Tactive Advisors, LLC	12,275	$643K	0.21%		13F-HR Timeline
Core Alternative Capital	12,270	$643K	0.18%	-535	13F-HR Timeline
PEAK FINANCIAL ADVISORS LLC	12,265	$642K	0.33%	-4,672	13F-HR Timeline
TD Asset Management Inc	12,244	$641K	<0.01%	-4,701,615	13F-HR Timeline
1834 INVESTMENT ADVISORS CO	12,227	$640K	0.08%	0	13F-HR Timeline
CONDOR CAPITAL MANAGEMENT	12,215	$640K	0.06%	-36	13F-HR Timeline
Wealth Preservation Advisors, LLC	12,206	$639K	0.39%	+5	13F-HR Timeline
Elgethun Capital Management	12,154	$637K	0.13%	-190	13F-HR Timeline
Finward Bancorp	12,120	$635K	0.5%	-1,200	13F-HR Timeline
Tempus Wealth Planning, LLC	12,113	$634K	0.16%	+4	13F-HR Timeline
Allen Capital Group, LLC	12,105	$634K	0.07%	0	13F-HR Timeline
COURIER CAPITAL LLC	12,097	$633K	0.04%	+325	13F-HR Timeline
RESOLUTE WEALTH ADVISOR, INC.	12,765	$630K	0.36%		13F-HR Timeline
Kaydan Wealth Management, Inc.	11,998	$628K	0.21%	-2	13F-HR Timeline
Old North State Trust, LLC	12,000	$628K	0.43%	0	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	11,977	$627K	0.04%	0	13F-HR Timeline Group
FIRST WILSHIRE SECURITIES MANAGEMENT INC	11,950	$626K	0.17%	0	13F-HR Timeline
Brightwater Advisory LLC	11,931	$625K	0.45%	-100	13F-HR/A Timeline
Burford Brothers, Inc.	11,923	$624K	0.29%	-1,280	13F-HR Timeline
Summit X, LLC	11,901	$623K	0.12%	+3,069	13F-HR Timeline
tru Independence LLC	11,895	$623K	0.18%	-116	13F-HR Timeline
SIGNATUREFD, LLC	11,883	$622K	0.01%	-707	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	11,833	$620K	0.07%	-82	13F-HR Timeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…	11,809	$618K	0.48%	0	13F-HR Timeline
Key Financial Inc	11,791	$618K	0.12%	+637	13F-HR Timeline
Bluesphere Advisors LLC	11,780	$617K	0.31%	+2,061	13F-HR Timeline
Fortis Capital Advisors, LLC	11,747	$615K	0.11%	-47,287	13F-HR Timeline
Leo Wealth, LLC	11,683	$612K	0.05%	+5,644	13F-HR Timeline
MILESTONE ASSET MANAGEMENT, LLC	11,669	$611K	0.13%	-27,553	13F-HR Timeline
Modera Wealth Management, LLC	11,598	$607K	0.01%	+227	13F-HR Timeline
Comprehensive Financial Planning, Inc./…	11,552	$605K	0.48%	-62	13F-HR Timeline
AMJ Financial Wealth Management	11,504	$602K	0.15%	new	13F-HR Timeline
Acropolis Investment Management, LLC	11,495	$602K	0.03%	-2,082	13F-HR Timeline
WHITTIER TRUST CO OF NEVADA INC	11,453	$600K	0.01%	0	13F-HR Timeline
Empower Advisory Group, LLC	11,448	$600K	<0.01%	-2,533	13F-HR Timeline
GREENWOOD CAPITAL ASSOCIATES LLC	11,444	$599K	0.07%	-365	13F-HR Timeline
PANORAMIC INVESTMENT ADVISORS, LLC	11,399	$597K	0.37%	+3,855	13F-HR Timeline
Legacy Wealth Asset Management, LLC	11,395	$597K	0.15%	0	13F-HR Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	11,379	$596K	0.01%	+665	13F-HR Timeline
Talisman Wealth Advisors LLC	11,367	$595K	0.54%	-1,123	13F-HR Timeline
Clay Northam Wealth Management, LLC	11,355	$595K	0.38%	-452	13F-HR Timeline
BRAUN STACEY ASSOCIATES INC	11,322	$593K	0.02%	-590	13F-HR Timeline
Aurora Private Wealth, Inc.	11,309	$592K	0.44%	-263	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	11,248	$589K	0.02%	-7,950	13F-HR Timeline
Biltmore Family Office, LLC	11,225	$588K	0.1%	0	13F-HR Timeline
L & S Advisors Inc	11,191	$586K	0.06%	-78	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	11,181	$586K	0.2%	0	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	11,063	$583K	0.38%	+744	13F-HR Timeline
Jackson Hole Capital Partners, LLC	11,107	$582K	0.11%	0	13F-HR Timeline
Purkiss Capital Advisors LLC	11,101	$581K	0.32%	-1,714	13F-HR Timeline
Centiva Capital, LP	11,100	$581K	0.04%	-5,500	13F-HR Timeline
RPG Investment Advisory, LLC	11,083	$580K	0.07%	-11,363	13F-HR Timeline
LAKE STREET PRIVATE WEALTH, LLC	11,058	$579K	0.08%	-233	13F-HR Timeline
American State Bank (Iowa)	10,984	$575K	0.32%	0	13F-HR Timeline
Acorns Advisers, LLC	10,978	$575K	<0.01%	+2,594	13F-HR Timeline
Chicago Partners Investment Group LLC	10,819	$574K	0.02%	+2,657	13F-HR Timeline
HM PAYSON & CO	10,932	$573K	0.01%	-485	13F-HR Timeline
Hexagon Capital Partners LLC	10,931	$572K	0.13%	-18	13F-HR Timeline
COUNTRY TRUST BANK	10,897	$571K	0.01%	-367	13F-HR Timeline
Disciplined Investors, L.L.C.	10,895	$571K	0.44%	+226	13F-HR Timeline
LCNB CORP	10,702	$560K	0.2%	+4,000	13F-HR Timeline
Cornerstone Advisory, LLC	10,680	$559K	0.06%	+30	13F-HR Timeline
Cumberland Partners Ltdin group Cumberland Partners Ltd	10,660	$558K	0.04%	+379	13F-HR Timeline Group
Procyon Advisors, LLC	10,607	$555K	0.05%	-10,667	13F-HR Timeline
Prestige Wealth Management Group LLC	10,460	$548K	0.11%	-11,790	13F-HR/A Timeline
CHASE INVESTMENT COUNSEL CORP	10,426	$546K	0.17%	new	13F-HR Timeline
BRAVE ASSET MANAGEMENT INC	10,374	$543K	0.15%	-105,042	13F-HR Timeline
Wealth Advisory Solutions, LLC	10,369	$543K	0.14%	-268	13F-HR Timeline
Goodman Advisory Group, LLC	10,285	$539K	0.18%	-5,104	13F-HR Timeline
Seven Springs Wealth Group, LLC	10,262	$537K	0.13%	0	13F-HR Timeline
Florida Trust Wealth Management Co	10,228	$536K	0.02%	+3,207	13F-HR Timeline
MSH Capital Advisors LLC	10,224	$535K	0.15%	+446	13F-HR Timeline
Spartan Planning & Wealth Management	10,218	$535K	0.46%	+1,925	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	10,217	$535K	0.25%	0	13F-HR Timeline
Act Two Investors LLC	10,168	$532K	0.11%	0	13F-HR Timeline
Wealth Architects, LLC	10,166	$532K	0.05%	+245	13F-HR Timeline
Coyle Financial Counsel LLC	10,143	$531K	0.14%	new	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	10,081	$528K	<0.01%	+764	13F-HR Timeline Group
Southland Equity Partners LLC	10,046	$526K	0.12%	-755	13F-HR Timeline
Select Asset Management & Trust	10,035	$526K	0.18%	0	13F-HR Timeline
AHL INVESTMENT MANAGEMENT, INC.	10,043	$526K	0.35%	0	13F-HR Timeline
PRELUDE CAPITAL MANAGEMENT, LLC	10,040	$526K	0.05%	new	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	10,039	$526K	0.03%	-1,332	13F-HR Timeline Group
DAYMARK WEALTH PARTNERS, LLC	10,038	$526K	0.02%	+811	13F-HR Timeline
Cascade Financial Partners, LLC	10,029	$525K	0.06%	new	13F-HR Timeline
LEVIN CAPITAL STRATEGIES, L.P.	10,000	$524K	0.05%	0	13F-HR Timeline
Drexel Morgan & Co.	10,000	$524K	0.09%	0	13F-HR Timeline
Ameliora Wealth Management Ltd.	10,000	$524K	0.19%	0	13F-HR Timeline
Bedel Financial Consulting, Inc.	9,974	$522K	0.07%	0	13F-HR Timeline
Sound View Wealth Advisors Group, LLC	9,962	$522K	0.04%	+133	13F-HR Timeline
Lodestone Wealth Management LLC	9,899	$518K	0.25%	+20	13F-HR Timeline
Severin Investments, LLC	9,898	$518K	0.49%	+235	13F-HR Timeline
Mathes Company, Inc.	9,800	$513K	0.19%	-900	13F-HR Timeline
Two West Capital Advisors LLC	9,587	$512K	0.34%	-1,847	13F-HR Timeline
Boreal Capital Management LLC	9,740	$510K	0.42%		13F-HR Timeline
Amplius Wealth Advisors, LLC	9,723	$509K	0.05%	0	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	9,719	$509K	0.03%	-5,910	13F-HR Timeline
Diversified Enterprises, LLC	9,710	$509K	0.04%	+64	13F-HR Timeline
Destination Wealth Management	9,661	$506K	0.01%	+67	13F-HR Timeline
ELCO Management Co., LLC	9,655	$506K	0.26%	-4,100	13F-HR Timeline
BOKF, NAin group BOKF, NA	9,650	$505K	0.01%	-3,368	13F-HR Timeline Group
YHB Investment Advisors, Inc.	9,635	$505K	0.04%	-15	13F-HR Timeline
Richmond Investment Services, LLC	9,628	$504K	0.11%	new	13F-HR Timeline
Tiller Private Wealth, Inc.	9,559	$501K	0.19%	+590	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	9,553	$500K	<0.01%	-195	13F-HR Timeline
KKM Financial LLC	9,528	$499K	0.17%	0	13F-HR Timeline
LongView Wealth Management	9,511	$498K	0.15%	+137	13F-HR Timeline
Compagnie Lombard Odier SCmA	9,505	$498K	0.01%	-1,700	13F-HR Timeline
Milestone Investment Advisors LLC	9,500	$498K	0.13%	0	13F-HR Timeline
Range Financial Group LLC	9,494	$497K	0.2%	new	13F-HR Timeline
Brown Miller Wealth Management, LLC	9,458	$495K	0.15%	0	13F-HR Timeline
Insight Wealth Strategies, LLC	9,370	$493K	0.06%	-177,813	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	9,406	$493K	0.14%	+157	13F-HR Timeline
AMERIFLEX GROUP, INC.	9,494	$492K	0.26%	-52,206	13F-HR Timeline
LANARK FINANCIAL, INC.	9,369	$490K	0.04%	+752	13F-HR Timeline
HARMONY ASSET MANAGEMENT LLC	9,320	$488K	0.18%	+4,422	13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	9,298	$487K	0.08%	+3,198	13F-HR Timeline
Royal Capital Wealth Management, LLC	9,294	$487K	0.32%	+2	13F-HR Timeline
EHRLICH FINANCIAL GROUP	9,292	$487K	0.32%	-15,996	13F-HR Timeline
Providence First Trust Co	9,287	$486K	0.17%	+393	13F-HR Timeline
RETIREMENT INCOME SOLUTIONS, INC	9,265	$485K	0.09%	-919	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	9,255	$485K	0.04%	+7	13F-HR/A Timeline
Marex Group Ltdin group Marex Group Ltd	9,216	$483K	0.01%	+3,705	13F-HR Timeline Group
Balefire, LLC	9,174	$480K	0.1%	new	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	9,170	$480K	0.38%	-438	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	9,159	$480K	0.11%	-942	13F-HR Timeline
GERBER, LLC	9,140	$479K	0.34%	+7	13F-HR Timeline
Aries Wealth Management	9,137	$479K	0.13%	-1,173	13F-HR Timeline
Tradewinds Capital Management, LLC	9,129	$478K	0.12%	-556,670	13F-HR Timeline
Logan Stone Capital, LLC	9,128	$478K	0.22%	new	13F-HR Timeline
Aviance Capital Partners, LLC	9,103	$477K	0.06%	+1	13F-HR Timeline
Breed's Hill Capital LLC	9,100	$477K	0.23%	0	13F-HR Timeline
Sharkey, Howes & Javer	9,042	$474K	0.06%	+1,200	13F-HR Timeline
Solutions 4 Wealth, Ltd	9,042	$474K	0.79%	+23	13F-HR Timeline
Betterment LLC	9,036	$473K	<0.01%	-1,434	13F-HR Timeline
Winthrop Advisory Group LLC	9,000	$471K	0.05%	+2,226	13F-HR Timeline
FORTEM FINANCIAL GROUP, LLC	8,993	$471K	0.15%	-2,212	13F-HR Timeline
Herold Advisors, Inc.	8,992	$471K	0.1%	+523	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	8,955	$469K	0.09%	0	13F-HR Timeline Group
Strategic Advisors LLC	8,915	$467K	0.09%	-524	13F-HR Timeline
Meridian Financial Advisors, LLC	8,913	$467K	0.3%	+660	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	8,868	$464K	0.03%	-1,314	13F-HR Timeline