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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
Forvis Mazars Wealth Advisors, LLC13,863$759K0.01%+20713F-HRTimeline
True Vision MN LLC13,833$758K0.39%+18813F-HRTimeline
Quadcap Wealth Management, LLC13,782$755K0.09%-73413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13,782$755K<0.01%+45513F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC13,761$754K0.26%+47313F-HRTimeline
MCF Advisors LLC13,734$752K0.04%+10013F-HRTimeline
Bulwark Capital Corp13,680$749K0.53%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,661$748K0.05%+19113F-HRTimeline
Avidian Wealth Enterprises, LLC13,636$747K0.03%-6,29813F-HRTimeline
Nolet Wealth Management, LLC13,624$746K0.42%13F-HR/ATimeline
Americana Partners, LLC13,530$741K0.02%+4,37013F-HRTimeline
Wood Tarver Financial Group, LLC13,547$741K0.21%-17613F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC13,372$740K0.07%-1,14913F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC13,460$737K0.04%+10,50613F-HRTimeline
Sterneck Capital Management, LLC13,401$734K0.33%+113F-HRTimeline
Milestone Investment Advisors LLC13,388$733K0.18%+3,88813F-HRTimeline
LongView Wealth Management13,253$733K0.18%+3,21713F-HRTimeline
Lunt Capital Management, Inc.13,236$725K0.27%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC13,192$723K0.1%-1,11613F-HRTimeline
Principle Wealth Partners LLC13,190$722K0.04%-52713F-HRTimeline
Morangie Management LLC13,181$722K0.58%013F-HRTimeline
Octavia Wealth Advisors, LLC13,160$721K0.07%-72913F-HRTimeline
Betterment LLC13,120$719K<0.01%+3,33413F-HRTimeline
Shulman DeMeo Asset Management LLC13,113$718K0.16%+56813F-HRTimeline
Diligent Investors, LLC13,107$718K0.18%-613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC13,082$717K0.11%+513F-HRTimeline
Caldwell Trust Co13,014$713K0.06%-15013F-HRTimeline
Comprehensive Financial Planning, Inc./…13,012$713K0.47%+4313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,997$712K0.12%+3,69913F-HRTimeline
Prostatis Group LLC12,989$711K0.17%+34713F-HRTimeline
GAMMA Investing LLC12,987$711K0.04%+3813F-HRTimeline
Hopwood Financial Services, Inc.12,978$711K0.5%013F-HRTimeline
Union Bancaire Privee, UBP SA12,858$707K0.01%-5,07013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,869$705K0.2%-1,44613F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd12,797$701K0.04%+26413F-HRTimelineGroup
Burford Brothers, Inc.12,768$699K0.29%+1113F-HRTimeline
Carnegie Lake Advisors LLC12,703$696K0.26%-55413F-HRTimeline
Charter Oak Capital Management, LLC12,688$695K0.05%013F-HRTimeline
Sherman Wealth Management LLC12,661$693K0.6%13F-HR/ATimeline
Bragg Financial Advisors, Inc12,654$693K0.02%-11513F-HRTimeline
Biltmore Family Office, LLC12,618$691K0.1%+1,39313F-HRTimeline
Portfolio Resources Advisor Group, Inc.12,604$690K0.69%13F-HRTimeline
Meridian Wealth Advisors, LLC12,582$689K0.1%013F-HRTimeline
waypoint wealth counsel12,552$687K0.25%013F-HRTimeline
Symmetry Partners, LLC12,524$686K0.04%-25,91513F-HRTimeline
Acropolis Investment Management, LLC12,520$686K0.03%-22213F-HRTimeline
TruWealth Advisors, LLC12,519$686K0.03%+23413F-HRTimeline
Caliber Wealth Management, LLC / KS12,478$683K0.07%-97513F-HRTimeline
Pure Financial Advisors, LLC12,473$683K0.01%+5313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV12,406$679K0.19%013F-HRTimeline
Tempus Wealth Planning, LLC12,336$676K0.15%-30613F-HRTimeline
Resolute Wealth Strategies, LLC12,316$675K0.3%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC12,307$674K0.17%+42413F-HRTimeline
Pettinga Financial Advisors LLC12,290$673K0.13%-35013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC12,282$673K0.02%-4813F-HRTimeline
Choate Investment Advisors12,267$672K0.01%-1,71813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC12,251$671K0.01%+9313F-HRTimelineGroup
Wealth Preservation Advisors, LLC12,206$669K0.34%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…12,195$668K0.07%-3,45513F-HRTimelineGroup
Embree Financial Group12,159$666K0.08%+42313F-HRTimeline
Elgethun Capital Management12,154$666K0.11%013F-HRTimeline
COFG Advisors, LLC12,140$665K0.16%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,008$658K0.36%+60513F-HRTimeline
Old North State Trust, LLC12,000$657K0.39%013F-HRTimeline
Hilltop National Bank11,984$656K0.16%+10013F-HRTimeline
National Philanthropic Trust11,976$656K0.01%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,950$655K0.16%013F-HRTimeline
Fortis Capital Advisors, LLC11,929$653K0.1%+57713F-HRTimeline
Cypress Wealth Services, LLC11,892$651K0.09%new13F-HRTimeline
WealthBridge Capital Management, LLC11,879$651K0.15%-1,10913F-HRTimeline
Brightwater Advisory LLC11,876$650K0.44%-1713F-HRTimeline
High Point Wealth Management, LLC11,817$647K0.61%13F-HRTimeline
KLCM Advisors, Inc.11,781$645K0.06%new13F-HRTimeline
Two West Capital Advisors LLC11,754$644K0.37%+1,38913F-HRTimeline
Freedom Investment Management, Inc.11,743$643K0.19%-15,12213F-HRTimeline
Carr Financial Group Corp11,708$641K0.17%-9213F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…11,809$641K0.47%013F-HRTimeline
SIGNATUREFD, LLC11,663$639K0.01%-35913F-HRTimeline
Allen Capital Group, LLC11,651$638K0.06%-45413F-HRTimeline
UMB Bank, n.a.11,637$637K0.01%+4,03713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Life Planners11,620$636K0.46%-3713F-HRTimeline
SWMG, LLC11,717$636K0.18%-1,74213F-HRTimeline
Range Advisory, LLC11,567$634K0.16%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,477$629K0.07%-35613F-HRTimeline
Key Financial Inc11,469$628K0.11%-34013F-HRTimeline
Total Wealth Planning & Management, Inc.11,427$626K0.5%13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…11,382$625K0.39%013F-HRTimeline
Connecticut Wealth Management, LLC11,406$625K0.03%+1,00013F-HRTimeline
CrossGen Wealth, LLC11,404$625K0.55%13F-HRTimeline
Xcelsior Advisor Partners LLC11,382$623K0.3%13F-HRTimeline
Chicago Partners Investment Group LLC11,720$622K0.02%-9813F-HRTimeline
Cornerstone Advisory, LLC11,321$620K0.06%+61113F-HRTimeline
Daybright Advisory Services, Inc.11,286$618K0.16%13F-HRTimeline
ELEVATUS WELATH MANAGEMENT11,257$617K0.17%+3913F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,248$616K0.02%013F-HRTimeline
Clay Northam Wealth Management, LLC11,230$615K0.34%-12513F-HRTimeline
KKM Financial LLC11,213$614K0.11%013F-HRTimeline
Jackson Hole Capital Partners, LLC11,208$614K0.11%+113F-HRTimeline
FORTEM FINANCIAL GROUP, LLC11,207$614K0.16%+1,68613F-HRTimeline
Legacy Wealth Asset Management, LLC11,196$613K0.15%-20013F-HRTimeline
NOVEM GROUP11,185$613K0.07%+1,19813F-HRTimeline
Collaborative Wealth Managment Inc.11,162$611K0.22%-2,36313F-HRTimeline
AMERIFLEX GROUP, INC.11,157$611K0.32%-5,61013F-HRTimeline
LAVELLE CAPITAL LP11,133$610K0.39%13F-HRTimeline
American State Bank (Iowa)11,116$609K0.29%+13213F-HRTimeline
COUNTRY TRUST BANK11,113$609K0.01%+27913F-HRTimeline
CONDOR CAPITAL MANAGEMENT11,082$607K0.05%-56413F-HRTimeline
Global Assets Advisory, LLC11,050$605K0.17%-49613F-HRTimeline
MGB Wealth Management, LLC10,954$601K0.17%+1913F-HRTimeline
Raab & Moskowitz Asset Management LLC10,969$601K0.13%+1,74413F-HRTimeline
Aviance Capital Partners, LLC10,926$598K0.07%-2913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,584$597K0.01%+1,21113F-HRTimeline
Finward Bancorp10,881$596K0.46%+46513F-HRTimeline
Modera Wealth Management, LLC10,869$595K0.01%-83313F-HRTimeline
BBR PARTNERS, LLC10,833$593K0.03%+5,93613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,832$593K0.02%-2,92913F-HRTimelineGroup
GEM Asset Management, LLC10,653$592K0.26%+3013F-HRTimeline
RPG Investment Advisory, LLC10,812$592K0.07%+5413F-HRTimeline
JB Capital LLC10,797$591K0.02%+1,16313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC10,780$590K0.07%+1713F-HRTimeline
Kaydan Wealth Management, Inc.10,759$589K0.17%-1,23913F-HRTimeline
McAdam, LLC10,738$588K0.03%+3,60413F-HRTimeline
Avantax Planning Partners, Inc.10,738$588K0.02%-1,23113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC10,620$582K0.03%+8,65713F-HRTimelineGroup
Disciplined Investors, L.L.C.10,566$579K0.38%-1713F-HRTimeline
Hexagon Capital Partners LLC10,535$577K0.11%-39613F-HRTimeline
Vantus Wealth LLC10,518$576K0.42%13F-HRTimeline
WAYSTONE ADVISORS LLC10,436$572K0.49%13F-HRTimeline
BRAUN STACEY ASSOCIATES INC10,414$570K0.02%-2513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,411$570K0.01%+39313F-HRTimeline
AlphaStar Capital Management, LLC10,392$569K0.04%-265,21013F-HRTimeline
OPINICUS CAPITAL, INC.10,391$569K0.4%+59613F-HRTimeline
L & S Advisors Inc10,391$569K0.05%-80013F-HRTimeline
BRAVE ASSET MANAGEMENT INC10,374$568K0.13%013F-HRTimeline
Richmond Investment Services, LLC10,363$568K0.1%-1,83013F-HRTimeline
Leo Wealth, LLC10,341$566K0.04%+4,29013F-HRTimeline
Eagle Wealth Advisors LLC10,331$566K0.48%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…10,286$563K0.04%+43313F-HRTimeline
Lodestone Wealth Management LLC10,278$563K0.23%+2513F-HRTimeline
Wealth Advisory Solutions, LLC10,277$563K0.13%-16113F-HRTimeline
Optivise Advisory Services LLC10,244$561K0.32%-72513F-HRTimeline
Seven Springs Wealth Group, LLC10,206$559K0.16%-5613F-HRTimeline
Larry Mathis Financial Planning, LLC10,199$559K0.49%13F-HRTimeline
FLOW TRADERS U.S. LLC10,162$557K0.02%-61,66613F-HRTimeline
Coyle Financial Counsel LLC10,160$556K0.12%+913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,157$556K0.24%-6013F-HRTimeline
Meridian Financial Advisors, LLC10,126$555K0.3%+34713F-HRTimeline
tru Independence LLC10,082$552K0.14%-96013F-HRTimeline
Bedel Financial Consulting, Inc.10,077$552K0.06%+6713F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.10,075$552K0.3%-2,76513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,062$551K0.09%+79713F-HRTimeline
Select Asset Management & Trust10,035$550K0.17%013F-HRTimeline
Cascade Financial Partners, LLC10,029$549K0.06%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,026$549K0.01%-1,12413F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.14,800$549K0.13%+6,06013F-HRTimeline
LEVIN CAPITAL STRATEGIES, L.P.10,000$548K0.05%013F-HRTimeline
Drexel Morgan & Co.10,000$548K0.09%013F-HRTimeline
Ameliora Wealth Management Ltd.10,000$548K0.17%013F-HRTimeline
LuminArx Capital Management LP10,000$548K0.52%13F-HRTimeline
Diversified Enterprises, LLC9,956$545K0.03%013F-HRTimeline
Talisman Wealth Advisors LLC9,918$544K0.42%-1,27713F-HRTimeline
Florida Trust Wealth Management Co9,928$544K0.02%-25013F-HRTimeline
Wealth Architects, LLC9,916$543K0.05%-25013F-HRTimeline
Keystone Wealth Services, LLC9,914$543K0.11%+3,12413F-HRTimeline
Tyche Wealth Partners LLC9,879$541K0.09%+2,25113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC9,851$540K0.03%+69713F-HRTimeline
Destination Wealth Management9,831$538K0.01%+30713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP9,831$538K0.03%-7313F-HRTimeline
International Private Wealth Advisors L…9,815$538K0.34%+3,24713F-HRTimeline
Mathes Company, Inc.9,800$537K0.19%013F-HRTimeline
Hyundai Investments Co., Ltd.9,720$536K0.52%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC9,792$536K0.06%-62513F-HRTimeline
Sound View Wealth Advisors Group, LLC9,762$535K0.04%-20013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.9,702$531K0.13%+51013F-HRTimeline
Kraft, Davis & Associates, LLC9,780$531K0.12%-3,47913F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A9,629$527K<0.01%-157,27013F-HRTimelineGroup
Summit Trail Advisors, LLC9,617$527K0.01%-11313F-HRTimeline
GREAT LAKES ADVISORS, LLC9,546$523K<0.01%-713F-HRTimeline
Tiller Private Wealth, Inc.9,529$522K0.19%+7513F-HRTimeline
Ark Wealth Advisors LLC9,508$521K0.56%13F-HRTimeline
Brown Miller Wealth Management, LLC9,458$518K0.14%013F-HRTimeline
Aurora Private Wealth, Inc.9,473$517K0.34%13F-HRTimeline
Eldridge Investment Advisors, Inc.9,433$517K0.11%+213F-HRTimeline
MSH Capital Advisors LLC9,409$515K0.11%+63813F-HRTimeline
ARWA LLC9,360$513K0.3%13F-HRTimeline
GC Wealth Management RIA, LLC9,351$512K0.02%-2,89713F-HRTimeline
HM PAYSON & CO9,339$511K0.01%-2,35313F-HRTimeline
Main Street Financial Solutions, LLC9,319$510K0.04%+66313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.9,301$509K0.02%+74813F-HRTimelineGroup
Royal Capital Wealth Management, LLC9,297$509K0.3%+213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC9,286$509K0.42%-27313F-HRTimeline
Purkiss Capital Advisors LLC9,281$508K0.24%-10,39113F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,266$507K0.01%+3,72813F-HRTimeline
GM Advisory Group, LLC9,230$506K0.02%+1,03113F-HRTimeline
CAPITAL ADVISORS INC/OK9,199$504K0.01%+51513F-HRTimeline
Gratus Wealth Advisors, LLC9,177$503K0.07%-3,21413F-HRTimeline
Aries Wealth Management9,137$500K0.11%013F-HRTimeline
Ducere Wealth Management LLC9,123$500K0.19%13F-HR/ATimeline
Continuum Advisory, LLC9,076$497K0.05%+1,53813F-HRTimeline
Sharkey, Howes & Javer9,042$495K0.06%013F-HRTimeline