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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
Strategic Family Wealth Counselors, L.L…8,262$443K0.1%+1713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,258$443K0.01%+28713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC8,258$443K0.04%013F-HRTimeline
FSM Wealth Advisors, LLC8,248$442K0.05%-54013F-HRTimeline
Bouchey Financial Group, Ltd.8,233$441K0.03%-70413F-HRTimeline
Signature Equity Partners, LLC8,224$441K0.2%-36213F-HRTimeline
CMH Wealth Management LLC8,190$439K0.07%-10013F-HRTimeline
Hudson Portfolio Management LLC8,189$439K0.33%013F-HRTimeline
Southland Equity Partners LLC8,187$439K0.08%+313F-HRTimeline
Mayflower Financial Advisors, LLC8,088$434K0.04%+1,87413F-HRTimeline
Facet Wealth, Inc.8,087$434K0.01%+3,39113F-HRTimeline
HCR Wealth Advisors8,067$432K0.04%-2113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE8,056$432K0.06%013F-HRTimeline
First Growth Capital LLC8,053$432K0.33%013F-HRTimeline
Accurate Wealth Management, LLC7,735$431K0.04%+41413F-HRTimeline
Severin Investments, LLC8,032$431K0.32%+12513F-HRTimeline
tru Independence LLC8,013$430K0.19%+2213F-HRTimeline
Aurora Private Wealth, Inc.8,010$429K0.27%+43513F-HRTimeline
COWA, LLC8,000$429K0.11%013F-HRTimeline
American State Bank (Iowa)7,997$429K0.17%-1,89413F-HRTimeline
Independence Bank of Kentucky7,995$429K0.05%+5013F-HRTimeline
Grandview Asset Management LLC7,965$427K0.11%+26613F-HRTimeline
ROTHSCHILD INVESTMENT LLC7,942$426K0.02%-75913F-HRTimeline
Premier Private Wealth Management LLC7,939$426K0.37%-35813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,929$425K0.05%+70313F-HRTimeline
Ducere Wealth Management LLC7,910$424K0.13%-1,00513F-HRTimeline
SmartHarvest Portfolios, LLC7,889$423K0.14%013F-HRTimeline
Garden State Investment Advisory Servic…7,872$422K0.08%-9,46613F-HRTimeline
MSH Capital Advisors LLC7,785$417K0.07%+83713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,775$417K0.01%-78213F-HRTimelineGroup
Viewpoint Capital Management LLC7,742$415K0.21%-6,10013F-HRTimeline
Sageworth Trust Co7,720$414K0.02%013F-HRTimeline
United Community Bankin group United Community Bank7,708$413K0.13%+5,18013F-HRTimelineGroup
Peak Retirement Planning, Inc.7,707$413K0.07%+74913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,684$412K0.02%+113F-HRTimeline
Herold Advisors, Inc.7,693$411K0.08%-9913F-HRTimeline
Traynor Capital Management, Inc.7,662$411K0.02%+1513F-HRTimeline
ROMAN BUTLER FULLERTON & CO7,310$410K0.1%-13513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,644$410K0.03%-2,03413F-HRTimelineGroup
DWM Financial Group, Inc.7,479$410K0.37%13F-HRTimeline
Riverview Capital Advisers, LLC7,610$408K0.12%+313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,586$407K0.02%-50013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC7,576$406K0.08%-2,78913F-HRTimeline
LifeSteps Financial, Inc.7,564$406K0.19%-50013F-HRTimeline
Richardson Capital Management LLC7,509$403K0.17%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,499$402K0.04%+3,03813F-HRTimeline
Tannin Capital LLC7,491$402K0.26%+6813F-HRTimeline
Warner Group LLC7,472$401K0.1%new13F-HRTimeline
Aspen Investment Management Inc7,458$400K0.11%-46513F-HRTimeline
BOKF, NAin group BOKF, NA7,435$399K0.01%013F-HRTimelineGroup
Clark Asset Management, LLC7,385$396K0.03%+60213F-HRTimeline
Crewe Advisors LLC7,374$395K0.03%+19213F-HRTimeline
Aprio Wealth Management, LLC7,372$395K0.02%-1,11813F-HRTimeline
Cove Private Wealth, LLC7,371$395K0.08%new13F-HRTimeline
Sage Capital Advisors,llc7,340$393K0.08%+113F-HRTimeline
CHAPIN DAVIS, INC.7,328$393K0.07%013F-HRTimeline
Resonant Capital Advisors, LLC7,310$392K0.02%013F-HRTimeline
BIP Wealth, LLC7,304$392K0.01%+1,43513F-HRTimeline
LFA - Lugano Financial Advisors SA7,300$391K0.24%013F-HRTimeline
Harbor Asset Planning, Inc.7,299$391K0.29%-25113F-HRTimeline
Core Alternative Capital7,290$391K0.12%-18013F-HRTimeline
Collaborative Wealth Managment Inc.7,288$391K0.16%-1,75413F-HRTimeline
Town Capital LLC7,252$389K0.25%new13F-HRTimeline
SEEDS INVESTOR LLC7,233$388K0.04%new13F-HRTimeline
Lewis Asset Management, LLC7,228$388K0.14%+10113F-HRTimeline
SMI Advisory Services, LLC6,897$387K0.06%-22,99413F-HRTimeline
Fusion Capital, LLC7,216$387K0.09%+19513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding7,214$387K-6,306Timeline
Accredited Investors Inc.7,204$386K0.02%-4513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC7,187$385K<0.01%+413F-HRTimeline
Americana Partners, LLC7,143$383K0.01%-92613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,138$383K0.01%-64013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,133$382K0.01%013F-HRTimelineGroup
Register Financial Advisors LLC7,114$381K0.12%+6813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,100$381K<0.01%013F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC7,083$380K0.02%013F-HRTimeline
VESTOR CAPITAL, LLC8,657$379K0.02%+2,10813F-HRTimeline
Stillwater Private Wealth, LLC6,559$379K0.25%-7,53013F-HRTimeline
Rothschild Capital Partners, LLC7,023$377K0.08%new13F-HRTimeline
Cordoba Advisory Partners LLC7,018$376K0.08%-50213F-HRTimeline
Murphy & Mullick Capital Management Corp7,008$376K0.23%-15913F-HRTimeline
PURSUE WEALTH PARTNERS LLC7,001$375K0.21%-11,07413F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,998$375K0.11%+4013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC6,979$374K0.05%+38913F-HRTimeline
GLR Partners, LLC6,965$373K0.17%+2,84013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD6,955$373K0.26%013F-HRTimeline
Resurgent Financial Advisors LLC6,954$373K0.1%+613F-HRTimeline
Centerpoint Advisory Group6,951$373K0.24%-9913F-HRTimeline
Ellevest, Inc.8,679$371K0.04%+4,50413F-HRTimeline
Gradient Capital Advisors, LLC6,896$370K0.09%+113F-HRTimeline
SkyOak Wealth, LLC6,881$369K0.06%013F-HRTimeline
FWG Holdings, LLC6,540$368K0.13%+1,69213F-HRTimeline
TigerOak Management, L.L.C.6,869$368K0.1%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,893$368K0.1%+213F-HRTimeline
Smith Thornton Advisors LLC6,562$368K0.16%-4613F-HRTimeline
Manchester Capital Management LLC6,857$368K0.05%013F-HRTimeline
STAR Financial Bank6,851$367K0.15%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,833$366K0.13%+44713F-HRTimeline
Gratus Wealth Advisors, LLC6,797$364K0.05%-2,16013F-HRTimeline
Waterway Wealth Management, LLC6,789$364K0.07%-40213F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…6,745$362K0.01%-15013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…6,748$362K0.01%+74813F-HRTimeline
Mattern Wealth Management LLC6,726$361K0.06%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…6,712$360K0.1%+913F-HRTimeline
Aull & Monroe Investment Management Corp6,709$360K0.15%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC7,270$359K0.04%013F-HRTimeline
International Private Wealth Advisors L…6,683$358K0.18%-1,52713F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC6,650$357K0.16%013F-HRTimeline
Procyon Advisors, LLC6,657$357K0.02%-1,01013F-HRTimeline
Bulltick Wealth Management, LLC6,651$357K0.07%+31113F-HRTimeline
IPG Investment Advisors LLC6,650$357K0.05%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC6,635$356K0.17%-1,93513F-HRTimeline
Black Diamond Financial, LLC6,621$355K0.03%-49513F-HRTimeline
Formidable Asset Management, LLC7,169$354K0.06%-26313F-HRTimeline
Maia Wealth LLC6,589$353K0.05%+2,14013F-HRTimeline
TrustBankin group TrustBank6,577$353K0.12%-15013F-HRTimelineGroup
Clarity Capital Advisors, LLC6,576$353K0.15%013F-HRTimeline
River Wealth Advisors LLC6,563$352K0.04%013F-HR/ATimeline
ARWA LLC6,199$352K0.15%-1,45013F-HRTimeline
FIRST UNITED BANK & TRUST6,557$352K0.1%+11713F-HRTimeline
Freedom Investment Management, Inc.6,555$351K0.1%-1,73413F-HRTimeline
Wealthspire Retirement, LLC6,525$350K0.02%-9113F-HRTimeline
Richard W. Paul & Associates, LLC6,508$349K0.11%-3913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6,508$349K0.07%+2,12013F-HRTimeline
DV Trading LLC6,500$348K0.03%-59,31813F-HRTimeline
SFE Investment Counsel6,484$348K0.05%+4313F-HRTimeline
CARLSON FINANCIAL, INC.6,477$348K0.18%+33013F-HRTimeline
Tortuga Wealth Management, Inc6,473$347K0.26%+1,04413F-HRTimeline
Daiichi Life International Holdings LLCin group Daiichi Life Insurance Co., L…6,436$345K10.94%new13F-HRTimelineGroup
Entelevest, LLC6,435$345K0.3%+31013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC6,405$343K0.09%-64413F-HRTimeline
Holland Advisory Services, Inc.6,370$341K0.38%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC6,366$341K0.2%-1,89413F-HRTimeline
Pekin Hardy Strauss, Inc.6,361$341K0.03%+59613F-HRTimeline
First County Bank /CT/6,336$340K0.16%-47513F-HRTimeline
Canton Hathaway, LLC6,316$339K0.06%013F-HRTimeline
Boreal Capital Management LLC6,290$337K0.25%013F-HRTimeline
Private Capital Management, LLC6,287$337K0.03%-1,24713F-HRTimeline
CENTRAL BANK & TRUST CO6,258$335K0.05%-85913F-HRTimeline
JM2 Capital Inc.6,245$335K0.23%-9913F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP6,244$335K<0.01%new13F-HRTimelineGroup
Arista Wealth Management, LLC6,215$333K0.04%013F-HRTimeline
Lighthouse Financial LLC6,211$333K0.17%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC6,202$332K0.06%new13F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT6,175$331K0.13%013F-HRTimeline
First Heartland Consultants, Inc.6,173$331K0.02%-45113F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,801$330K0.07%+1,25013F-HRTimeline
CRA Financial Services, LLC6,154$330K0.04%-24513F-HRTimeline
Legacy Edge Advisors, LLC6,153$330K0.03%-47813F-HR/ATimeline
Straight Path Wealth Management6,129$329K0.08%+1,55513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,127$328K0.09%-20013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,859$328K0.01%013F-HRTimeline
Wernau Asset Management Inc.6,122$328K0.31%013F-HRTimeline
Strategic Advisors LLC6,100$327K0.07%-1,76113F-HRTimeline
SlateStone Wealth, LLC6,095$327K0.03%-15613F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC6,048$324K0.18%-67713F-HRTimeline
Cyndeo Wealth Partners, LLC6,038$324K0.02%+1,36213F-HRTimeline
Tripletail Wealth Management, LLC5,800$323K0.37%+1,04513F-HRTimeline
1834 INVESTMENT ADVISORS CO6,014$322K0.04%013F-HRTimeline
STOCK YARDS BANK & TRUST CO5,983$321K0.01%-8713F-HR/ATimeline
Avestar Capital, LLC5,966$320K0.02%+5113F-HRTimeline
Strategic Wealth Partners, Ltd.5,932$318K0.02%+4813F-HRTimeline
Arbor Investment Advisors, LLC5,924$318K0.04%+313F-HRTimeline
Spartan Planning & Wealth Management5,924$318K0.21%new13F-HRTimeline
SONATA CAPITAL GROUP INC5,900$316K0.1%-1,00013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC5,871$315K0.27%+78513F-HRTimeline
Keel Point, LLC5,858$314K0.02%-1,13713F-HRTimeline
BAYBAN5,851$314K0.24%-3613F-HRTimeline
Asset Management Group, Inc.5,841$313K0.05%+913F-HRTimeline
Horrell Capital Management, Inc.5,832$313K0.14%013F-HRTimeline
XP Advisory US, Inc.5,832$313K0.17%13F-HRTimeline
Purewater Capital LLC5,814$312K0.23%-82913F-HRTimeline
Medallion Wealth Advisors, LLC5,798$311K0.1%-213F-HRTimeline
Second Line Capital, LLC5,787$310K0.06%-3613F-HR/ATimeline
United Advisor Group, LLC5,782$310K0.03%+10013F-HRTimeline
SilverOak Wealth Management LLC5,766$309K0.04%+3913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,750$308K0.05%+11213F-HRTimeline
InTrack Investment Management Inc5,747$308K0.15%-83913F-HRTimeline
Lionshead Wealth Management, LLC5,724$307K0.2%013F-HRTimeline
CAXTON ASSOCIATES LLP5,700$306K0.01%new13F-HRTimeline
McHugh Group, LLC5,700$306K0.16%013F-HRTimeline
Safeguard Investment Advisory Group, LLC5,697$305K0.07%-25713F-HRTimeline
Pinnacle Financial Group, LLC / IL5,689$305K0.07%-1,48913F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …5,665$304K0.04%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC5,654$303K0.06%+47413F-HRTimeline
Marks Group Wealth Management, Inc5,645$303K0.03%+37013F-HRTimeline
Balefire, LLC5,631$302K0.05%+86113F-HRTimeline
CPWA, LLC5,570$299K0.35%+5213F-HRTimeline
Acorn Wealth Advisors, LLC5,559$298K0.07%-39813F-HRTimeline
Solutions 4 Wealth, Ltd5,542$297K0.38%-1,48613F-HRTimeline
Community Bank, N.A.5,526$296K0.03%+11613F-HRTimeline
Plotkin Financial Advisors, LLC5,518$296K0.12%+70113F-HRTimeline
Third View Private Wealth, LLC5,509$295K0.04%-43213F-HRTimeline
SUMMITRY LLC5,500$295K0.01%new13F-HRTimeline
Blue Water Asset Management5,488$294K0.09%+1913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,479$294K0.03%013F-HRTimeline
Pictet North America Advisors SA5,467$293K0.03%013F-HRTimeline
BSW Wealth Partners5,445$292K0.03%+1113F-HRTimeline
Rare Wolf Capital LLC5,437$291K0.19%013F-HRTimeline
EASTERN BANK5,431$291K<0.01%-15013F-HRTimeline